Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 28 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2023 | 23 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 19 |
WELLS FARGO & COMPANY/MN | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 19 |
American Portfolios Advisors | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 19 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q1 2022 | 17 |
HighTower Advisors, LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
UBS Group AG | 7 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 13 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
Keel Point, LLC | 6 | 5 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q2 2021 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 11 |
FIFTH THIRD BANCORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
NIA IMPACT ADVISORS, LLC | 10 | 10 | 0.61% | 0.70% | 0.74% | Q4 2020 | Q1 2023 | 10 |
Cornerstone Financial Partners, LLC | 9 | 9 | 0.18% | 0.25% | 0.47% | Q4 2015 | Q4 2017 | 9 |
Advisors Preferred, LLC | 4 | 1 | 0.01% | 0.04% | 0.11% | Q4 2016 | Q3 2021 | 9 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 9 |
Brinker Capital Investments, LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 8 |
IFP Advisors, Inc | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2018 | 8 |
CITIGROUP INC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2019 | 7 |
Mutual Advisors, LLC | 7 | 7 | 0.16% | 0.29% | 0.59% | Q4 2017 | Q2 2019 | 7 |
Lee Financial Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 6 |
Weatherstone Capital Management | 4 | 2 | 0.14% | 0.17% | 0.24% | Q4 2016 | Q3 2018 | 6 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 6 | 6 | 0.17% | 0.21% | 0.24% | Q3 2016 | Q4 2017 | 6 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
LPL Financial LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.10% | 0.14% | 0.17% | Q3 2017 | Q3 2018 | 5 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q1 2019 | 5 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.08% | 0.13% | 0.19% | Q4 2017 | Q3 2018 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Atria Investments, Inc | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Virtu Financial LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
MORGAN STANLEY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
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.