Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Firestone Capital Management | 12 | 12 | 0.02% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Texas Yale Capital Corp. | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BEACON FINANCIAL GROUP | 10 | 10 | 0.09% | 0.17% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Princeton Global Asset Management LLC | 9 | 9 | 0.01% | 0.62% | 0.81% | Q3 2021 | Q3 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
GSB Wealth Management, LLC | 9 | 9 | 0.12% | 0.37% | 0.59% | Q1 2021 | Q1 2023 | 9 |
GeoWealth Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Private Advisor Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ironsides Asset Advisors, LLC | 8 | 8 | 0.17% | 0.53% | 1.07% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CreativeOne Wealth, LLC | 8 | 8 | 0.05% | 0.10% | 0.14% | Q3 2021 | Q2 2023 | 8 |
Elmwood Wealth Management, Inc. | 6 | 2 | 0.02% | 0.56% | 1.30% | Q1 2021 | Q1 2023 | 8 |
Paulson Wealth Management Inc. | 8 | 8 | 0.66% | 1.15% | 1.58% | Q4 2021 | Q3 2023 | 8 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.33% | 1.17% | 1.94% | Q4 2021 | Q2 2023 | 7 |
MORGAN STANLEY | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
US BANCORP \DE\ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
UBS Group AG | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 7 |
LPL Financial LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Joseph P. Lucia & Associates, LLC | 6 | 6 | 0.12% | 0.16% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Bard Financial Services, Inc. | 6 | 6 | 0.85% | 0.90% | 0.98% | Q1 2022 | Q2 2023 | 6 |
RVW Wealth, LLC | 5 | 1 | 0.01% | 0.15% | 0.30% | Q4 2021 | Q3 2023 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Coulter & Justus Financial Services, LLC | 6 | 6 | 0.33% | 0.60% | 0.92% | Q2 2022 | Q3 2023 | 6 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 6 | 6 | 0.25% | 0.34% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Kistler-Tiffany Companies, LLC | 6 | 6 | 0.06% | 0.14% | 0.20% | Q1 2022 | Q2 2023 | 6 |
Hennion & Walsh Asset Management, Inc. | 6 | 6 | 0.01% | 0.34% | 0.68% | Q2 2022 | Q3 2023 | 6 |
Gradient Investments LLC | 6 | 6 | 0.00% | 1.06% | 2.07% | Q2 2022 | Q3 2023 | 6 |
Ford Financial Group, LLC | 5 | 5 | 0.12% | 0.18% | 0.21% | Q4 2021 | Q4 2022 | 5 |
SeaBridge Investment Advisors LLC | 5 | 5 | 0.20% | 0.24% | 0.26% | Q2 2021 | Q2 2022 | 5 |
ROYAL BANK OF CANADA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Gladstone Institutional Advisory LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.00% | 0.03% | 0.09% | Q3 2022 | Q3 2023 | 5 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Prospera Financial Services Inc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 1.15% | 1.57% | 2.06% | Q4 2022 | Q3 2023 | 4 |
Columbus Macro, LLC | 4 | 4 | 0.09% | 0.42% | 1.41% | Q3 2022 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 1.21% | 1.57% | 1.81% | Q3 2022 | Q2 2023 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Claro Advisors LLC | 4 | 4 | 0.10% | 0.29% | 0.47% | Q2 2022 | Q1 2023 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.12% | 0.14% | 0.16% | Q2 2022 | Q1 2023 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Golden Green, Inc. | 3 | 3 | 0.55% | 0.58% | 0.60% | Q1 2023 | Q3 2023 | 3 |
WELLS FARGO & COMPANY/MN | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cetera Advisor Networks LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Castle Rock Wealth Management, LLC | 3 | 3 | 0.35% | 0.35% | 0.36% | Q1 2023 | Q3 2023 | 3 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.03% | 0.08% | 0.12% | Q1 2022 | Q4 2022 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
RAYMOND JAMES & ASSOCIATES | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Raymond James Financial Services Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Procyon Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2023 | Q3 2023 | 1 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
L & S Advisors Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own GLOBAL X FDS or have owned GLOBAL X FDS in the past.