Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Advisory Services Network, LLC | 26 | 26 | 0.00% | 0.04% | 0.26% | Q2 2017 | Q3 2023 | 26 |
BANK OF AMERICA CORP /DE/ | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Ahrens Investment Partners LLC | 26 | 26 | 0.37% | 1.92% | 3.39% | Q4 2016 | Q1 2023 | 26 |
Darwin Wealth Management, LLC | 24 | 24 | 0.05% | 0.31% | 0.92% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 10 | 2 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q2 2023 | 20 |
LINCOLN NATIONAL CORP | 20 | 20 | 0.01% | 0.16% | 0.30% | Q4 2018 | Q3 2023 | 20 |
UBS Group AG | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 20 |
Rehmann Capital Advisory Group | 15 | 2 | 0.00% | 0.12% | 0.18% | Q1 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 19 |
Weaver Consulting Group | 19 | 19 | 0.49% | 1.17% | 1.45% | Q1 2019 | Q3 2023 | 19 |
Lido Advisors, LLC | 19 | 19 | 0.06% | 0.24% | 0.70% | Q1 2019 | Q3 2023 | 19 |
IFP Advisors, Inc | 8 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 14 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
AllSquare Wealth Management LLC | 18 | 18 | 0.25% | 0.38% | 0.56% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
LPL Financial LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Capital Analysts, LLC | 17 | 17 | 0.01% | 0.19% | 0.54% | Q3 2019 | Q3 2023 | 17 |
Abundance Wealth Counselors | 9 | 1 | 2.40% | 4.96% | 10.60% | Q2 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q3 2023 | 16 |
ROYAL BANK OF CANADA | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Argent Trust Co | 15 | 15 | 0.05% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Westside Investment Management, Inc. | 15 | 15 | 0.00% | 0.03% | 0.16% | Q1 2020 | Q3 2023 | 15 |
HUNTINGTON NATIONAL BANK | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
GOLDMAN SACHS GROUP INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 14 | 0.15% | 0.20% | 0.28% | Q2 2020 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Brookstone Capital Management | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
American Portfolios Advisors | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2022 | 14 |
Sunbelt Securities, Inc. | 9 | 2 | 0.01% | 0.08% | 0.19% | Q4 2018 | Q3 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.11% | 0.15% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Stonebridge Financial Planning Group, LLC | 13 | 13 | 0.03% | 0.17% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Sigma Planning Corp | 12 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.08% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 12 |
RAYMOND JAMES & ASSOCIATES | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
Kalos Management, Inc. | 11 | 11 | 0.16% | 0.40% | 0.88% | Q4 2020 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.15% | 0.23% | 0.26% | Q1 2019 | Q3 2021 | 11 |
Princeton Global Asset Management LLC | 11 | 11 | 0.00% | 0.09% | 0.40% | Q2 2020 | Q4 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.04% | 0.11% | Q4 2020 | Q2 2023 | 11 |
ROOSEVELT INVESTMENT GROUP LLC | 11 | 11 | 0.35% | 1.20% | 1.80% | Q1 2020 | Q3 2022 | 11 |
Sequent Asset Management, LLC | 11 | 11 | 0.31% | 0.79% | 1.24% | Q1 2021 | Q3 2023 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q4 2019 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.00% | 0.39% | 0.70% | Q1 2019 | Q3 2021 | 10 |
Mechanics Bank Trust Department | 10 | 10 | 0.09% | 0.30% | 0.40% | Q2 2021 | Q3 2023 | 10 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 9 |
Verity Asset Management, Inc. | 5 | 4 | 0.17% | 0.28% | 0.53% | Q1 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
NewEdge Advisors, LLC | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.08% | 0.20% | Q1 2019 | Q1 2021 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.08% | 0.17% | Q3 2020 | Q2 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.47% | 0.61% | 0.73% | Q4 2021 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 8 | 8 | 0.01% | 0.10% | 0.30% | Q2 2019 | Q1 2021 | 8 |
Bryant Woods Investment Advisors, LLC | 8 | 8 | 0.28% | 2.33% | 10.64% | Q4 2021 | Q3 2023 | 8 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.13% | 0.25% | 0.47% | Q4 2021 | Q3 2023 | 7 |
Cetera Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
PNC FINANCIAL SERVICES GROUP, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
Newfound Research LLC | 7 | 7 | 2.76% | 2.87% | 3.10% | Q1 2021 | Q3 2022 | 7 |
Samalin Investment Counsel, LLC | 4 | 3 | 0.18% | 0.25% | 0.31% | Q4 2020 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 7 |
Financial Partners Group, Inc | 7 | 7 | 0.08% | 0.15% | 0.23% | Q3 2019 | Q1 2021 | 7 |
CWM, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Running Point Capital Advisors, LLC | 6 | 6 | 0.31% | 1.05% | 1.34% | Q2 2022 | Q3 2023 | 6 |
Raymond James Financial Services Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Integrated Advisors Network LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2023 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BlackRock Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 6 |
Willingdon Wealth Management | 5 | 5 | 0.20% | 0.54% | 0.64% | Q1 2019 | Q1 2020 | 5 |
Empirical Asset Management, LLC | 5 | 5 | 1.05% | 1.36% | 1.75% | Q4 2021 | Q4 2022 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
Cornerstone Wealth Group, LLC | 5 | 5 | 3.15% | 3.50% | 3.78% | Q1 2019 | Q1 2020 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
SOUTHERN CAPITAL ADVISORS, LLC | 5 | 5 | 0.20% | 0.24% | 0.33% | Q4 2021 | Q4 2022 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
1834 INVESTMENT ADVISORS CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.02% | 0.03% | 0.07% | Q3 2017 | Q3 2018 | 5 |
Barber Financial Group, Inc. | 4 | 4 | 0.22% | 0.28% | 0.34% | Q2 2022 | Q1 2023 | 4 |
Simplicity Solutions, LLC | 3 | 1 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q4 2020 | 4 |
Atria Investments, Inc | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
JPMORGAN CHASE & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 4 |
CITIGROUP INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
ACG Wealth | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q3 2022 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.23% | 0.26% | 0.27% | Q1 2019 | Q4 2019 | 4 |
BMS Financial Advisors, LLC | 1 | 1 | 0.32% | 0.51% | 0.72% | Q1 2022 | Q1 2023 | 3 |
Summit X, LLC | 3 | 3 | 1.15% | 1.19% | 1.21% | Q1 2023 | Q3 2023 | 3 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Capstone Financial Advisors, Inc. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q2 2020 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 3 |
Geneos Wealth Management Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
First Command Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Asset Allocation Strategies LLC | 2 | 1 | 0.55% | 0.61% | 0.74% | Q4 2022 | Q3 2023 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.19% | 0.20% | Q3 2022 | Q3 2023 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
FIFTH THIRD SECURITIES, INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 8.92% | 9.10% | 9.27% | Q3 2019 | Q4 2019 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
OmniStar Financial Group, Inc. | 2 | 2 | 0.34% | 0.35% | 0.35% | Q2 2023 | Q3 2023 | 2 |
VICUS CAPITAL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
HYA Advisors, Inc | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2021 | Q2 2021 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Kowal Investment Group, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 2 |
Provident Wealth Management, LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q3 2020 | Q4 2020 | 2 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 2 |
GeoWealth Management, LLC | 1 | 1 | 0.14% | 0.64% | 1.13% | Q3 2021 | Q1 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CX Institutional | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
PLANNING DIRECTIONS INC | 1 | 1 | 6.70% | 6.70% | 6.70% | Q1 2020 | Q1 2020 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2022 | Q4 2022 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
Keystone Wealth Services, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
GFG Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 4.80% | 4.80% | 4.80% | Q1 2020 | Q1 2020 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RMR Wealth Builders | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own FIDELITY COVINGTON TRUST or have owned FIDELITY COVINGTON TRUST in the past.