Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
OSAIC HOLDINGS, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Mariner, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
D.A. DAVIDSON & CO. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Wealth Alliance | 9 | 9 | 0.08% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 |
WELLS FARGO & COMPANY/MN | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
RAYMOND JAMES & ASSOCIATES | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Aristides Capital LLC | 9 | 9 | 0.11% | 0.32% | 0.65% | Q3 2021 | Q3 2023 | 9 |
ROYAL BANK OF CANADA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MORGAN STANLEY | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BANK OF AMERICA CORP /DE/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Abundance Wealth Counselors | 9 | 9 | 0.27% | 0.39% | 0.66% | Q3 2021 | Q3 2023 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Hilltop Holdings Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
CreativeOne Wealth, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
OPPENHEIMER & CO INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
UBS Group AG | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Parallel Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Private Advisor Group, LLC | 6 | 2 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 8 |
Saba Capital Management, L.P. | 8 | 8 | 0.10% | 0.17% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Janney Montgomery Scott LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Matisse Capital | 6 | 2 | 0.13% | 0.44% | 1.64% | Q3 2021 | Q3 2023 | 8 |
Cambridge Investment Research Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 7 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 7 | 7 | 0.01% | 0.40% | 0.54% | Q3 2021 | Q1 2023 | 7 |
Eagle Bluffs Wealth Management LLC | 7 | 7 | 2.01% | 2.83% | 4.59% | Q1 2022 | Q3 2023 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
STIFEL FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Clearstead Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LPL Financial LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
American Portfolios Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Ahrens Investment Partners LLC | 4 | 1 | 0.01% | 0.06% | 0.14% | Q3 2021 | Q1 2023 | 5 |
Almitas Capital LLC | 4 | 4 | 0.05% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Logan Stone Capital, LLC | 4 | 4 | 0.08% | 0.16% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Shaker Financial Services, LLC | 4 | 4 | 0.10% | 0.30% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Atlas Wealth LLC | 4 | 4 | 2.43% | 2.94% | 3.89% | Q4 2022 | Q3 2023 | 4 |
CLOUGH CAPITAL PARTNERS L P | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
MILLENNIUM MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Johnson Midwest Financial, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Cerity Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Quarry LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
6 Meridian | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cladis Investment Advisory, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMMONWEALTH EQUITY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own ECOFIN SUSTAINABLE AND SOCIA or have owned ECOFIN SUSTAINABLE AND SOCIA in the past.