Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 42 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 38 |
Cutler Group LLC / CA | 13 | 13 | 0.00% | 0.00% | 0.03% | Q3 2020 | Q3 2023 | 32 |
JANE STREET GROUP, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 23 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 18 | 18 | 0.02% | 0.35% | 1.15% | Q2 2019 | Q3 2023 | 18 |
ROYAL BANK OF CANADA | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
UBS Group AG | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
CreativeOne Wealth, LLC | 17 | 17 | 0.04% | 0.14% | 0.26% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Migdal Insurance & Financial Holdings Ltd. | 17 | 17 | 0.00% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 17 |
BANK OF AMERICA CORP /DE/ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 17 |
CITIGROUP INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
Daiwa Securities Group Inc. | 9 | 6 | 0.00% | 0.25% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Fernwood Investment Management, LLC | 16 | 16 | 0.11% | 0.44% | 0.67% | Q4 2019 | Q3 2023 | 16 |
WELLS FARGO & COMPANY/MN | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
&PARTNERS | 15 | 15 | 0.12% | 0.28% | 0.44% | Q1 2020 | Q3 2023 | 15 |
Archford Capital Strategies, LLC | 15 | 15 | 0.16% | 0.23% | 0.33% | Q1 2020 | Q3 2023 | 15 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Raymond James Financial Services Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
LPL Financial LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Global Trust Asset Management, LLC | 15 | 15 | 0.00% | 0.08% | 0.32% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER & CO INC | 15 | 15 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.33% | 0.60% | 0.86% | Q1 2020 | Q3 2023 | 15 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 14 | 14 | 0.58% | 0.69% | 0.94% | Q2 2020 | Q3 2023 | 14 |
BANK HAPOALIM BM | 14 | 14 | 0.12% | 0.43% | 0.85% | Q2 2020 | Q3 2023 | 14 |
MORGAN STANLEY | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14 | 14 | 0.36% | 0.54% | 0.74% | Q2 2020 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 14 |
Perigon Wealth Management, LLC | 13 | 1 | 0.02% | 0.04% | 0.06% | Q3 2011 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
AllSquare Wealth Management LLC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
GeoWealth Management, LLC | 13 | 1 | 0.02% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 14 |
Main Management LLC | 14 | 14 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
HighTower Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
HighMark Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
TSFG, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Geneos Wealth Management Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Capital Investment Advisory Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
JPMORGAN CHASE & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Oder Investment Management, LLC | 12 | 12 | 0.30% | 0.44% | 0.58% | Q4 2020 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 9 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
HM PAYSON & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BANK OF MONTREAL /CAN/ | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
HBW ADVISORY SERVICES LLC | 6 | 6 | 0.37% | 0.79% | 1.31% | Q3 2020 | Q3 2023 | 12 |
Founders Financial Alliance, LLC | 7 | 5 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Banque Cantonale Vaudoise | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 12 |
MEITAV INVESTMENT HOUSE LTD | 12 | 12 | 0.07% | 0.27% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Prestige Wealth Management Group LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
First PREMIER Bank | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
PRUDENTIAL PLC | 9 | 2 | 0.02% | 0.18% | 0.44% | Q2 2019 | Q1 2023 | 11 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 11 |
FMR LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Allworth Financial LP | 9 | 2 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q3 2023 | 11 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SONATA CAPITAL GROUP INC | 11 | 11 | 0.10% | 0.20% | 0.30% | Q1 2020 | Q3 2022 | 11 |
3D/L Capital Management, LLC | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Cetera Investment Advisers | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Hudock, Inc. | 10 | 10 | 0.00% | 0.10% | 0.18% | Q2 2020 | Q3 2022 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Main Management ETF Advisors, LLC | 10 | 10 | 0.47% | 0.59% | 0.69% | Q1 2021 | Q2 2023 | 10 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
CVA Family Office, LLC | 7 | 3 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q2 2023 | 10 |
FLOW TRADERS U.S. LLC | 8 | 1 | 0.02% | 0.13% | 0.42% | Q2 2020 | Q2 2023 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 3 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 10 |
Stratos Wealth Partners, LTD. | 9 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 10 |
Spire Wealth Management | 7 | 3 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
STIFEL FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
US BANCORP \DE\ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
Andesa Financial Management Inc. | 9 | 9 | 0.21% | 0.58% | 1.21% | Q2 2020 | Q2 2022 | 9 |
Investors Research Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Cetera Advisors LLC | 5 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Westside Investment Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Tower Research Capital LLC (TRC) | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Insight Advisors, LLC/ PA | 6 | 3 | 0.07% | 0.16% | 0.26% | Q4 2020 | Q3 2023 | 9 |
BDO Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
Grace Capital | 9 | 9 | 0.04% | 0.31% | 0.43% | Q4 2019 | Q4 2021 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Covestor Ltd | 8 | 8 | 0.03% | 0.05% | 0.12% | Q4 2021 | Q3 2023 | 8 |
JNBA Financial Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
MATRIX PRIVATE CAPITAL GROUP LLC | 8 | 8 | 0.04% | 0.09% | 0.17% | Q3 2020 | Q2 2022 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.00% | 0.02% | 0.10% | Q3 2020 | Q2 2022 | 8 |
Bank of New Hampshire | 8 | 8 | 0.02% | 0.17% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 8 |
GSB Wealth Management, LLC | 8 | 8 | 0.07% | 0.24% | 0.54% | Q1 2021 | Q4 2022 | 8 |
Aspire Private Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SIGNATUREFD, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
VAN ECK ASSOCIATES CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WADE G W & INC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q4 2021 | 7 |
Pacific Center for Financial Services | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Horan Securities, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Steward Partners Investment Advisory, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 7 |
Global Retirement Partners, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 7 |
Baird Financial Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q2 2023 | 7 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 7 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
Quantitative Advantage, LLC | 4 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 7 |
Ayalon Insurance Comp Ltd. | 7 | 7 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
tru Independence LLC | 6 | 1 | 0.03% | 0.13% | 0.51% | Q2 2020 | Q1 2022 | 7 |
MML INVESTORS SERVICES, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Emery Howard Portfolio Management, Inc. | 6 | 6 | 0.04% | 0.07% | 0.11% | Q3 2020 | Q4 2021 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
SG3 Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 6 |
EXANE DERIVATIVES | 6 | 6 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q3 2021 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 6 |
TWO SIGMA ADVISERS, LP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Sowell Financial Services LLC | 5 | 1 | 0.00% | 0.05% | 0.10% | Q4 2020 | Q1 2023 | 6 |
STRATEGIC WEALTH MANAGEMENT INC | 6 | 6 | 2.24% | 2.59% | 3.03% | Q3 2020 | Q4 2021 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
PURSUE WEALTH PARTNERS LLC | 6 | 6 | 0.22% | 0.72% | 0.96% | Q2 2022 | Q3 2023 | 6 |
Fortis Advisors, LLC | 6 | 6 | 0.03% | 0.12% | 0.50% | Q3 2020 | Q4 2021 | 6 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q4 2022 | 6 |
Bison Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Psagot Value Holdings Ltd. | 6 | 6 | 0.01% | 0.06% | 0.10% | Q2 2020 | Q3 2021 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
PROFESSIONAL PLANNING | 5 | 5 | 0.11% | 0.13% | 0.20% | Q3 2020 | Q3 2021 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.02% | 0.16% | 0.39% | Q4 2020 | Q4 2021 | 5 |
Arkadios Wealth Advisors | 5 | 5 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q3 2021 | 5 |
VisionPoint Advisory Group, LLC | 5 | 5 | 0.23% | 0.25% | 0.28% | Q4 2020 | Q4 2021 | 5 |
Sigma Planning Corp | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Joseph P. Lucia & Associates, LLC | 3 | 2 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 5 |
Ameritas Investment Partners, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Legacy Wealth Partners, Inc. | 5 | 5 | 0.23% | 0.30% | 0.40% | Q2 2020 | Q2 2021 | 5 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.01% | 0.05% | 0.17% | Q2 2020 | Q2 2023 | 5 |
CREDIT SUISSE AG/ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
Orion Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 4 | 1 | 0.07% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 5 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 5 |
MV CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 5 | 0.15% | 0.17% | 0.19% | Q2 2020 | Q2 2021 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA INVESTMENTS, LP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.02% | 0.12% | 0.34% | Q2 2019 | Q4 2022 | 5 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
Axiom Investment Management LLC | 4 | 4 | 0.11% | 0.43% | 0.82% | Q2 2019 | Q1 2020 | 4 |
Clearwater Capital Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
MARSHALL WACE, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
O'ROURKE & COMPANY, Inc | 4 | 4 | 0.20% | 0.23% | 0.27% | Q4 2021 | Q3 2022 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2021 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Essex LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q2 2022 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
GenTrust, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
FRG Family Wealth Advisors LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 3 |
WASHINGTON TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
LVW Advisors, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q2 2023 | 3 |
Elevated Capital Advisors, LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q1 2021 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
RMR Wealth Builders | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 3 |
MRA Advisory Group | 3 | 3 | 0.26% | 1.78% | 2.57% | Q4 2020 | Q2 2021 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Vienna Asset Management LLC | 2 | 1 | 0.02% | 0.31% | 0.88% | Q4 2021 | Q3 2022 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.00% | 0.07% | 0.11% | Q2 2020 | Q4 2020 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 3 |
1832 Asset Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
ISLAY CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.22% | 0.29% | 0.32% | Q2 2020 | Q4 2020 | 3 |
KM Capital Management Ltd. | 3 | 3 | 0.22% | 0.31% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 3 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Privium Fund Management (UK) Ltd | 2 | 2 | 0.48% | 0.62% | 0.75% | Q2 2021 | Q3 2021 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Greenhouse Funds LLLP | 2 | 2 | 0.88% | 0.90% | 0.92% | Q4 2022 | Q1 2023 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.59% | 0.80% | 1.00% | Q3 2020 | Q4 2020 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2020 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Avestar Capital, LLC | 1 | 1 | 0.11% | 0.29% | 0.47% | Q3 2020 | Q1 2021 | 2 |
Better Money Decisions, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q2 2021 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
Triumph Capital Management | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q1 2023 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Kistler-Tiffany Companies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
SPINNAKER TRUST | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2021 | Q4 2021 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Retirement Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2020 | Q4 2020 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Apella Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Shay Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2022 | Q4 2022 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LOWERY THOMAS, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2021 | Q4 2021 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Islet Management, LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2021 | Q1 2021 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SPHERA FUNDS MANAGEMENT LTD. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2021 | Q1 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ulrich Consultants & Investment Group, LLC | 1 | 1 | 2.92% | 2.92% | 2.92% | Q2 2022 | Q2 2022 | 1 |
Resource Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Venator Capital Management Ltd. | 1 | 1 | 8.83% | 8.83% | 8.83% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own GLOBAL X FDS or have owned GLOBAL X FDS in the past.