EXCHANGE TRADED CONCEPTS TR shareholder history

Current and past EXCHANGE TRADED CONCEPTS TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 14140.00%0.00%0.00%Q2 2020Q3 202314
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
Geneos Wealth Management Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
MORGAN STANLEY 12120.00%0.00%0.00%Q4 2020Q3 202312
CITIGROUP INC 11110.00%0.00%0.00%Q1 2021Q3 202311
JANE STREET GROUP, LLC 530.00%0.00%0.00%Q2 2020Q3 202311
UBS Group AG 1010.00%0.00%0.00%Q2 2020Q3 202311
OSAIC HOLDINGS, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
BANK OF MONTREAL /CAN/ 520.00%0.00%0.00%Q1 2021Q3 20239
SILVERCREST ASSET MANAGEMENT GROUP LLC 880.01%0.01%0.01%Q2 2020Q1 20228
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q4 2021Q3 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
AdvisorNet Financial, Inc 770.00%0.00%0.00%Q4 2020Q2 20227
Cordasco Financial Network 770.00%0.02%0.02%Q4 2020Q2 20227
Trust Co 660.00%0.00%0.00%Q2 2022Q3 20236
Belpointe Asset Management LLC 310.00%0.01%0.05%Q2 2021Q3 20236
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 550.03%0.04%0.05%Q2 2021Q2 20225
American Portfolios Advisors 550.00%0.00%0.00%Q2 2021Q2 20225
LPL Financial LLC 410.00%0.00%0.00%Q2 2022Q3 20235
Beacon Pointe Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 330.02%0.02%0.03%Q4 2020Q2 20213
Sowell Financial Services LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Cape Investment Advisory, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
BANK OF AMERICA CORP /DE/ 220.00%0.00%0.00%Q3 2021Q4 20212
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
VALLEY NATIONAL ADVISERS INC 220.01%0.01%0.01%Q2 2023Q3 20232
Steward Partners Investment Advisory, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Citadel Advisors 220.00%0.00%0.00%Q2 2023Q3 20232
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q1 2022Q2 20222
CWM, LLC 110.00%0.00%0.00%Q2 2022Q3 20232
RAYMOND JAMES & ASSOCIATES 220.00%0.00%0.00%Q2 2023Q3 20232
Avior Wealth Management, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Advisory Services Network, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
High Net Worth Advisory Group LLC 110.01%0.01%0.01%Q4 2021Q4 20211
IFP Advisors, Inc 110.00%0.00%0.00%Q2 2021Q2 20211
Horizon Investments, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Kingsview Wealth Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Cambridge Investment Research Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Lindbrook Capital, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q2 2023Q2 20231
Portfolio Strategies, Inc. 113.07%3.07%3.07%Q3 2023Q3 20231
Pallas Capital Advisors LLC 110.02%0.02%0.02%Q3 2021Q3 20211
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2023Q2 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Princeton Global Asset Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Beck Bode, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Stone House Investment Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
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.