EXCHANGE TRADED CONCEPTS TR shareholder history

Current and past EXCHANGE TRADED CONCEPTS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 880.00%0.00%0.00%Q2 2021Q1 202321
Citadel Advisors 990.00%0.00%0.00%Q3 2021Q3 202320
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
JNBA Financial Advisors 10100.00%0.00%0.00%Q2 2021Q3 202310
OSAIC HOLDINGS, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
Parallel Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Allworth Financial LP 10100.00%0.00%0.00%Q2 2021Q3 202310
Soltis Investment Advisors LLC 10100.02%0.14%0.26%Q2 2021Q3 202310
COMMONWEALTH EQUITY SERVICES, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
AdvisorNet Financial, Inc 990.00%0.03%0.06%Q3 2021Q3 20239
Front Row Advisors LLC 880.00%0.01%0.01%Q2 2021Q1 20238
Bordeaux Wealth Advisors LLC 880.03%0.08%0.16%Q4 2021Q3 20238
ENVESTNET ASSET MANAGEMENT INC 880.00%0.00%0.00%Q4 2021Q3 20238
MML INVESTORS SERVICES, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Mariner, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
STIFEL FINANCIAL CORP 880.00%0.00%0.00%Q4 2021Q3 20238
Cetera Advisors LLC 880.02%0.04%0.09%Q4 2021Q3 20238
MORGAN STANLEY 880.00%0.00%0.00%Q4 2021Q3 20238
Main Management ETF Advisors, LLC 880.09%0.24%0.43%Q4 2021Q3 20238
AllSquare Wealth Management LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Apeiron RIA LLC 610.01%0.12%0.20%Q4 2021Q3 20237
Cetera Advisor Networks LLC 430.00%0.00%0.01%Q4 2021Q3 20237
BDO Wealth Advisors, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Mason & Associates Inc 770.01%0.07%0.16%Q4 2021Q2 20237
Kestra Advisory Services, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
FAGAN ASSOCIATES, INC. 430.05%0.10%0.22%Q4 2021Q3 20237
Betterment LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Robbins Farley 520.00%0.00%0.00%Q4 2021Q3 20237
Tradewinds Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Main Management LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Asset Dedication, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
Cambridge Investment Research Advisors, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Intercontinental Wealth Advisors, LLC 660.01%0.06%0.14%Q1 2022Q2 20236
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q3 2021Q3 20236
SIMPLEX TRADING, LLC 420.00%0.00%0.00%Q2 2021Q3 20236
One Charles Private Wealth Services, LLC 660.24%0.41%0.49%Q2 2022Q3 20236
American Portfolios Advisors 660.00%0.00%0.00%Q2 2021Q3 20226
Advisory Services Network, LLC 210.00%0.01%0.02%Q2 2021Q1 20235
Concord Wealth Partners 410.00%0.00%0.00%Q2 2022Q3 20235
Sterling Investment Advisors, Ltd. 550.00%0.00%0.00%Q2 2021Q2 20225
Precision Wealth Strategies, LLC 550.04%0.08%0.14%Q3 2022Q3 20235
ROYAL BANK OF CANADA 310.00%0.00%0.00%Q3 2021Q1 20235
FMR LLC 310.00%0.00%0.00%Q1 2022Q3 20235
Aptus Capital Advisors, LLC 550.00%0.00%0.01%Q1 2022Q1 20235
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Bogart Wealth, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
UBS Group AG 210.00%0.00%0.00%Q4 2021Q3 20234
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q3 2022Q3 20234
Ellis Investment Partners, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
HERITAGE WEALTH MANAGEMENT, LLC 440.00%0.00%0.01%Q1 2022Q4 20224
BRANDYWINE OAK PRIVATE WEALTH LLC 440.01%0.02%0.02%Q4 2022Q3 20234
GUARDIAN WEALTH ADVISORS, LLC / NC 440.01%0.02%0.02%Q2 2022Q1 20234
Claro Advisors LLC 440.02%0.03%0.03%Q4 2022Q3 20234
BANK OF MONTREAL /CAN/ 440.00%0.00%0.00%Q2 2021Q1 20224
Realta Investment Advisors 220.01%0.01%0.02%Q3 2022Q3 20234
Qube Research & Technologies Ltd 220.00%0.00%0.00%Q2 2022Q3 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Strategic Family Wealth Counselors, L.L.C. 440.13%0.22%0.29%Q4 2022Q3 20234
Wellspring Financial Advisors, LLC 440.06%0.09%0.12%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 220.01%0.02%0.04%Q2 2021Q4 20224
MONEY CONCEPTS CAPITAL CORP 210.00%0.02%0.03%Q4 2021Q4 20223
CORA CAPITAL ADVISORS LLC 330.08%0.33%0.47%Q1 2023Q3 20233
ROTHSCHILD INVESTMENT LLC /IL 330.02%0.06%0.08%Q4 2021Q2 20223
Belpointe Asset Management LLC 330.03%0.09%0.19%Q2 2021Q4 20213
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q2 2021Q4 20213
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q2 2022Q3 20233
Rockefeller Capital Management L.P. 330.00%0.00%0.00%Q2 2022Q4 20223
Trek Financial, LLC 330.02%0.03%0.04%Q2 2021Q4 20213
HAP Trading, LLC 210.01%0.02%0.03%Q4 2021Q3 20223
IFP Advisors, Inc 220.00%0.00%0.00%Q3 2022Q4 20222
Bison Wealth, LLC 220.06%0.08%0.09%Q4 2021Q1 20222
Belvedere Trading LLC 110.00%0.01%0.02%Q3 2021Q3 20212
WealthPlan Investment Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Peoples Bank/KS 220.01%0.01%0.01%Q3 2023Q4 20232
Oxinas Partners Wealth Management LLC 220.11%0.16%0.20%Q2 2023Q3 20232
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q4 2021Q1 20222
Compass Ion Advisors, LLC 220.08%0.10%0.11%Q3 2021Q4 20212
Impact Partnership Wealth, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Baker Avenue Asset Management, LP 220.00%0.00%0.00%Q2 2023Q3 20232
LPL Financial LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
Avior Wealth Management, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
AE Wealth Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Visionary Wealth Advisors 110.01%0.01%0.01%Q2 2022Q2 20221
SILVER OAK SECURITIES, INCORPORATED 110.04%0.04%0.04%Q2 2022Q2 20221
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Arete Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ORG Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Wick Capital Partners, LLC 110.07%0.07%0.07%Q2 2023Q2 20231
J.P. Morgan Private Wealth Advisors LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Corient Private Wealth LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Cascadia Advisory Services, LLC 110.12%0.12%0.12%Q3 2021Q3 20211
Castle Financial & Retirement Planning Associates, Inc. 112.20%2.20%2.20%Q4 2021Q4 20211
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
Pure Financial Advisors, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
BARCLAYS PLC 110.00%0.00%0.00%Q1 2022Q1 20221
Atria Investments, Inc 110.02%0.02%0.02%Q4 2022Q4 20221
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
WELLS FARGO & COMPANY/MN 110.00%0.00%0.00%Q3 2022Q3 20221
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q2 2022Q2 20221
BAROMETER CAPITAL MANAGEMENT INC. 110.12%0.12%0.12%Q1 2022Q1 20221
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
CAPITAL ADVISORS INC/OK 110.01%0.01%0.01%Q4 2021Q4 20211
WEDBUSH SECURITIES INC 110.01%0.01%0.01%Q2 2021Q2 20211
External links

This page lists all the filers that currently own EXCHANGE TRADED CONCEPTS TR or have owned EXCHANGE TRADED CONCEPTS TR in the past.