Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 28 |
US BANCORP \DE\ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
UBS Group AG | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 25 |
Veritable, L.P. | 22 | 22 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2023 | 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ROYAL BANK OF CANADA | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Elmwood Wealth Management, Inc. | 8 | 2 | 0.23% | 0.58% | 0.89% | Q1 2018 | Q3 2023 | 20 |
MORGAN STANLEY | 11 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
Capital Investment Advisory Services, LLC | 16 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Carroll Financial Associates, Inc. | 17 | 17 | 0.00% | 0.09% | 0.43% | Q4 2017 | Q4 2021 | 17 |
LFA - Lugano Financial Advisors SA | 16 | 16 | 0.41% | 0.84% | 1.97% | Q4 2019 | Q3 2023 | 16 |
BANK OF AMERICA CORP /DE/ | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Citadel Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 14 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
INTREPID CAPITAL MANAGEMENT INC | 9 | 9 | 0.23% | 0.39% | 0.60% | Q1 2021 | Q1 2023 | 9 |
FLOW TRADERS U.S. LLC | 6 | 3 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Stratos Wealth Partners, LTD. | 9 | 9 | 0.00% | 0.09% | 0.15% | Q2 2021 | Q2 2023 | 9 |
Mirae Asset Global Investments Co., Ltd. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
CIBC WORLD MARKET INC. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
COLONY GROUP LLC | 8 | 8 | 0.00% | 0.02% | 0.12% | Q4 2021 | Q3 2023 | 8 |
CENTAURUS FINANCIAL, INC. | 6 | 2 | 0.01% | 0.04% | 0.11% | Q3 2018 | Q1 2021 | 8 |
Cribstone Capital Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
ASSETMARK, INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Smart Portfolios, LLC | 5 | 2 | 0.24% | 0.55% | 1.05% | Q2 2021 | Q1 2023 | 7 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Private Advisor Group, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
Castle Rock Wealth Management, LLC | 7 | 7 | 0.09% | 0.28% | 0.61% | Q2 2020 | Q4 2021 | 7 |
Heritage Wealth Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
HC FINANCIAL ADVISORS INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
MML INVESTORS SERVICES, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
CULLEN/FROST BANKERS, INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Simplicity Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CARDIFF PARK ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Accel Wealth Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
TD Waterhouse Canada Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Capital Asset Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Tempus Wealth Planning, LLC | 4 | 1 | 0.17% | 0.34% | 0.52% | Q1 2021 | Q3 2023 | 5 |
CreativeOne Wealth, LLC | 5 | 5 | 0.02% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GeoWealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
OPPENHEIMER & CO INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
One Charles Private Wealth Services, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q3 2022 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Cetera Advisor Networks LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2017 | Q3 2018 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.18% | 0.25% | Q2 2021 | Q1 2022 | 4 |
Blueprint Investment Partners LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
NEXT Financial Group, Inc | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
CITIGROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2022 | 3 |
Daiwa Securities Group Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
HAP Trading, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Hall Private Wealth Advisors | 2 | 1 | 0.13% | 0.55% | 1.00% | Q4 2020 | Q3 2021 | 3 |
Merriman Wealth Management, LLC | 3 | 3 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q4 2021 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Stelac Advisory Services LLC | 2 | 2 | 0.62% | 1.32% | 2.02% | Q4 2020 | Q1 2021 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.02% | 0.40% | 0.79% | Q1 2022 | Q3 2022 | 2 |
Hayden Royal, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2019 | Q1 2020 | 2 |
IFP Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2020 | Q2 2020 | 2 |
Cambridge Investment Research Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
AdvisorNet Financial, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Diversified, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
COMMONWEALTH EQUITY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own GLOBAL X FDS or have owned GLOBAL X FDS in the past.