GLOBAL X FDS shareholder history

Current and past GLOBAL X FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2710.00%0.00%0.01%Q3 2016Q3 202369
Citadel Advisors 2310.00%0.00%0.00%Q1 2017Q3 202355
JANE STREET GROUP, LLC 1120.00%0.00%0.04%Q1 2017Q3 202339
LPL Financial LLC 27270.00%0.02%0.05%Q1 2017Q3 202333
CITIGROUP INC 25250.00%0.00%0.01%Q3 2017Q3 202331
UBS Group AG 28280.00%0.01%0.01%Q4 2016Q3 202330
BANK OF AMERICA CORP /DE/ 28280.00%0.01%0.03%Q4 2016Q3 202329
MORGAN STANLEY 28280.00%0.01%0.02%Q4 2016Q3 202328
EDMOND DE ROTHSCHILD HOLDING S.A. 27270.00%0.01%0.05%Q1 2017Q3 202327
Creative Planning 27270.00%0.00%0.01%Q1 2017Q3 202327
Cutler Group LLC / CA 710.00%0.00%0.01%Q4 2017Q3 202327
SOL Capital Management CO 27270.65%1.12%1.32%Q1 2017Q3 202327
BARCLAYS PLC 14120.00%0.00%0.01%Q1 2017Q3 202326
ROYAL BANK OF CANADA 26260.00%0.00%0.01%Q2 2017Q3 202326
Cambridge Investment Research Advisors, Inc. 25250.01%0.01%0.03%Q3 2017Q3 202325
IFP Advisors, Inc 1710.00%0.01%0.03%Q1 2016Q3 202325
BENJAMIN F. EDWARDS & COMPANY, INC. 25250.00%0.01%0.02%Q3 2017Q3 202325
PNC FINANCIAL SERVICES GROUP, INC. 25250.00%0.03%0.06%Q3 2017Q3 202325
Janney Montgomery Scott LLC 2230.00%0.01%0.02%Q1 2017Q3 202325
WELLS FARGO & COMPANY/MN 25250.00%0.00%0.01%Q3 2017Q3 202325
Geneos Wealth Management Inc. 25250.00%0.03%0.06%Q3 2017Q3 202325
River Wealth Advisors LLC 25250.10%0.21%0.32%Q3 2017Q3 202325
MML INVESTORS SERVICES, LLC 25250.01%0.04%0.06%Q3 2017Q3 202325
Stratos Wealth Partners, LTD. 25250.01%0.03%0.06%Q3 2017Q3 202325
RAYMOND JAMES & ASSOCIATES 25250.00%0.00%0.02%Q3 2017Q3 202325
OPPENHEIMER & CO INC 25250.01%0.03%0.10%Q3 2017Q3 202325
AlphaMark Advisors, LLC 25250.00%0.03%0.05%Q3 2017Q3 202325
Cetera Advisor Networks LLC 24240.02%0.05%0.10%Q4 2017Q3 202324
Cetera Advisors LLC 24240.01%0.02%0.04%Q4 2017Q3 202324
STIFEL FINANCIAL CORP 14100.00%0.00%0.01%Q3 2017Q3 202324
WEDBUSH SECURITIES INC 24240.02%0.03%0.07%Q4 2017Q3 202324
SPC Financial, Inc. 1950.06%0.10%0.14%Q3 2017Q3 202324
NVWM, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Glassman Wealth Services 24240.00%0.01%0.05%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.03%Q4 2017Q3 202324
Raymond James Financial Services Advisors, Inc. 2220.00%0.01%0.02%Q3 2017Q3 202324
JPMORGAN CHASE & CO 24240.00%0.00%0.00%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.01%0.03%0.08%Q4 2017Q3 202324
Bogart Wealth, LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
Mirae Asset Global Investments Co., Ltd. 23230.00%0.04%0.22%Q1 2018Q3 202323
Steward Partners Investment Advisory, LLC 1850.00%0.01%0.02%Q3 2017Q3 202323
MCMILLION CAPITAL MANAGEMENT INC 23230.15%1.37%2.31%Q4 2017Q2 202323
Private Advisor Group, LLC 23230.00%0.04%0.10%Q1 2018Q3 202323
BNP PARIBAS FINANCIAL MARKETS 23230.00%0.00%0.01%Q1 2018Q3 202323
Nan Shan Life Insurance Co., Ltd. 23230.02%0.25%0.53%Q1 2018Q3 202323
Clearwater Capital Advisors, LLC 23230.19%0.79%1.28%Q1 2018Q3 202323
BANK OF MONTREAL /CAN/ 2120.00%0.00%0.01%Q4 2017Q3 202323
Advisory Services Network, LLC 12110.00%0.01%0.03%Q2 2017Q1 202323
Private Ocean, LLC 23230.00%0.01%0.01%Q1 2018Q3 202323
Moors & Cabot, Inc. 23230.02%0.04%0.06%Q1 2018Q3 202323
WOLVERINE TRADING, LLC 410.00%0.00%0.01%Q3 2017Q2 202322
FIFTH THIRD BANCORP 22220.00%0.00%0.01%Q2 2018Q3 202322
Rafferty Asset Management, LLC 22220.04%0.12%0.31%Q2 2018Q3 202322
Endurance Wealth Management, Inc. 22220.24%0.47%0.66%Q1 2018Q2 202322
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2110.00%0.00%0.01%Q3 2017Q3 202322
CWM, LLC 1480.00%0.01%0.02%Q1 2018Q3 202322
Greenwich Wealth Management LLC 21210.03%0.05%0.08%Q3 2018Q3 202321
Destination Wealth Management 11100.00%0.01%0.02%Q1 2018Q2 202321
TD Capital Management LLC 1650.00%0.00%0.00%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.05%Q3 2018Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
BLAIR WILLIAM & CO/IL 2010.00%0.02%0.02%Q2 2018Q3 202321
TOTH FINANCIAL ADVISORY CORP 1830.00%0.00%0.00%Q4 2017Q3 202321
Simmons Bank 21210.03%0.08%0.23%Q4 2017Q4 202221
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
SIGNATUREFD, LLC 11100.00%0.00%0.01%Q1 2018Q3 202321
Focused Wealth Management, Inc 21210.00%0.00%0.00%Q3 2018Q3 202321
American Portfolios Advisors 20200.00%0.01%0.07%Q4 2017Q3 202220
Capital Investment Advisory Services, LLC 20200.02%0.04%0.05%Q4 2018Q3 202320
Kessler Investment Group, LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Financial Engines Advisors L.L.C. 20200.00%0.01%0.02%Q4 2018Q3 202320
Keystone Financial Group 1110.04%0.09%0.18%Q1 2018Q3 202320
FIRST MANHATTAN CO. LLC. 20200.00%0.00%0.00%Q2 2018Q1 202320
MARINER INDEPENDENT ADVISOR NETWORK, LLC 20200.04%0.07%0.10%Q4 2017Q3 202220
Tower Research Capital LLC (TRC) 1330.00%0.00%0.01%Q2 2018Q3 202320
Ellis Investment Partners, LLC 20200.32%0.47%0.70%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.01%0.07%0.14%Q3 2017Q2 202220
Baird Financial Group, Inc. 1910.00%0.01%0.02%Q3 2017Q3 202320
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.00%0.01%Q4 2018Q3 202320
Fisher Asset Management, LLC 1730.00%0.01%0.02%Q3 2018Q3 202320
NWI MANAGEMENT LP 19190.55%1.92%3.44%Q1 2018Q3 202219
CREDIT SUISSE AG/ 19190.00%0.01%0.04%Q3 2018Q1 202319
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 19190.77%2.21%4.09%Q1 2019Q3 202319
US BANCORP \DE\ 1210.00%0.00%0.00%Q4 2017Q3 202319
SRS Capital Advisors, Inc. 1020.01%0.01%0.04%Q3 2018Q3 202319
EQUITABLE TRUST CO 19190.02%0.02%0.03%Q1 2019Q3 202319
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.00%Q4 2018Q3 202319
Wealthcare Advisory Partners LLC 1140.00%0.01%0.02%Q3 2017Q3 202319
DEUTSCHE BANK AG\ 1510.00%0.00%0.00%Q2 2018Q1 202318
Winch Advisory Services, LLC 18180.00%0.03%0.05%Q2 2019Q3 202318
SIMPLEX TRADING, LLC 710.00%0.00%0.01%Q3 2017Q2 202318
Rockefeller Capital Management L.P. 1710.00%0.00%0.00%Q2 2018Q3 202318
American Research & Management Co. 1070.01%0.01%0.01%Q2 2018Q3 202217
CIBC WORLD MARKET INC. 1250.00%0.00%0.01%Q3 2017Q3 202317
STEPHENS INC /AR/ 1070.00%0.01%0.01%Q2 2018Q3 202217
REGIONS FINANCIAL CORP 1340.00%0.00%0.01%Q2 2018Q3 202317
Larson Financial Group LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
TCI Wealth Advisors, Inc. 1610.00%0.01%0.01%Q1 2018Q3 202217
GM Advisory Group, LLC 17170.03%0.10%0.20%Q1 2018Q1 202217
EXANE DERIVATIVES 17170.00%0.02%0.07%Q2 2018Q2 202217
HighTower Advisors, LLC 1340.00%0.01%0.02%Q1 2018Q3 202317
PERSONAL CFO SOLUTIONS, LLC 17170.00%0.06%0.10%Q3 2019Q3 202317
Pacifica Partners Inc. 17170.00%0.01%0.01%Q4 2019Q4 202317
Stonebridge Capital Advisors LLC 1150.01%0.01%0.01%Q2 2019Q3 202316
Carroll Financial Associates, Inc. 16160.00%0.01%0.02%Q1 2018Q4 202116
Baystate Wealth Management LLC 1060.00%0.00%0.01%Q1 2018Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Edge Wealth Management LLC 16160.00%0.01%0.01%Q1 2018Q4 202116
AMERIPRISE FINANCIAL INC 1330.00%0.00%0.00%Q3 2019Q3 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 1420.00%0.03%0.06%Q2 2018Q3 202316
Sterling Investment Advisors, Ltd. 1510.02%0.05%0.13%Q4 2018Q3 202316
THRIVENT FINANCIAL FOR LUTHERANS 1420.00%0.01%0.02%Q1 2019Q3 202316
AE Wealth Management LLC 1310.00%0.01%0.04%Q2 2018Q3 202316
MEITAV INVESTMENT HOUSE LTD 1010.00%0.51%2.59%Q4 2017Q2 202316
Kistler-Tiffany Companies, LLC 16160.01%0.02%0.03%Q3 2019Q2 202316
Frisch Financial Group, Inc. 16160.13%0.26%0.42%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.01%0.01%Q4 2019Q3 202316
Fieldpoint Private Securities, LLC 970.00%0.06%0.28%Q2 2018Q2 202216
BESSEMER GROUP INC 15150.00%0.00%0.00%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
Ancora Advisors LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
MACROVIEW INVESTMENT MANAGEMENT LLC 15150.35%0.58%0.90%Q1 2020Q3 202315
Financial Advocates Investment Management 1140.02%0.03%0.04%Q4 2017Q3 202315
Archford Capital Strategies, LLC 15150.07%0.12%0.22%Q1 2020Q3 202315
FRG Family Wealth Advisors LLC 710.04%0.18%0.47%Q1 2018Q2 202315
Avestar Capital, LLC 870.01%0.22%1.17%Q4 2017Q1 202215
Capital Advisory Group Advisory Services, LLC 710.00%0.11%0.70%Q1 2018Q1 202215
Psagot Value Holdings Ltd. 15150.00%0.25%0.60%Q1 2018Q3 202115
Parallel Advisors, LLC 1310.00%0.00%0.00%Q1 2018Q3 202314
Ballentine Partners, LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
DUNCKER STREETT & CO INC 860.00%0.01%0.01%Q1 2018Q3 202214
CAROLINAS WEALTH CONSULTING LLC 14140.01%0.04%0.07%Q2 2020Q3 202314
CAPTRUST FINANCIAL ADVISORS 920.00%0.00%0.01%Q1 2019Q3 202314
Gemmer Asset Management LLC 14140.00%0.00%0.00%Q1 2018Q2 202114
FLAGSHIP HARBOR ADVISORS, LLC 14140.01%0.04%0.11%Q2 2018Q3 202114
MBM Wealth Consultants, LLC 14140.00%0.00%0.00%Q4 2018Q1 202214
CreativeOne Wealth, LLC 14140.07%0.12%0.19%Q2 2020Q3 202314
Princeton Global Asset Management LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Banque Cantonale Vaudoise 13130.01%0.01%0.01%Q3 2020Q3 202313
GFS Advisors, LLC 13130.15%0.20%0.25%Q3 2020Q3 202313
One Charles Private Wealth Services, LLC 1030.22%0.52%1.52%Q4 2019Q3 202313
AVANTAX ADVISORY SERVICES, INC. 820.00%0.01%0.03%Q3 2019Q3 202313
GeoWealth Management, LLC 1210.01%0.06%0.29%Q2 2020Q3 202313
Snowden Capital Advisors LLC 1210.01%0.14%0.36%Q3 2017Q4 202113
J.P. Morgan Private Wealth Advisors LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Prestige Wealth Management Group LLC 13130.00%0.36%0.75%Q3 2020Q3 202313
NOTTINGHAM ADVISORS, INC. 1120.03%0.91%1.74%Q2 2019Q1 202313
Qube Research & Technologies Ltd 850.00%0.03%0.14%Q4 2019Q3 202313
Ironsides Asset Advisors, LLC 760.16%0.24%0.49%Q4 2017Q3 202213
Kestra Advisory Services, LLC 13130.03%0.05%0.06%Q3 2020Q3 202313
IHT Wealth Management, LLC 910.01%0.03%0.04%Q3 2017Q3 202313
New England Private Wealth Advisors LLC 750.06%0.37%1.34%Q3 2017Q2 202212
Global Retirement Partners, LLC 710.00%0.00%0.00%Q1 2020Q3 202312
AllSquare Wealth Management LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
FRANKLIN RESOURCES INC 620.00%0.00%0.00%Q2 2018Q3 202312
Tradition Wealth Management, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Sandy Spring Bank 12120.00%0.00%0.00%Q4 2020Q3 202312
Harvest Fund Management Co., Ltd 1020.02%0.08%0.22%Q2 2017Q3 202312
Advisor Group, Inc. 12120.00%0.02%0.04%Q1 2017Q4 201912
TOCQUEVILLE ASSET MANAGEMENT L.P. 12120.03%0.04%0.05%Q4 2020Q3 202312
Laurel Wealth Advisors LLC 12120.00%0.01%0.02%Q4 2020Q3 202312
Smithfield Trust Co 12120.00%0.00%0.00%Q4 2020Q3 202312
New Capital Management LP 12120.00%0.00%0.00%Q2 2018Q1 202112
3D/L Capital Management, LLC 12120.00%0.14%0.19%Q4 2020Q3 202312
TCG Advisory Services, LLC 12120.13%0.26%0.47%Q4 2020Q3 202312
TimeScale Financial, Inc. 12120.00%0.00%0.00%Q3 2020Q2 202312
Destiny Wealth Partners, LLC 12120.05%0.23%0.33%Q4 2020Q3 202312
NEXT Financial Group, Inc 620.00%0.06%0.15%Q3 2018Q4 202112
SOA Wealth Advisors, LLC. 12120.00%0.01%0.01%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.03%0.06%0.10%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.03%0.10%0.24%Q4 2020Q3 202312
1832 Asset Management L.P. 12120.00%0.00%0.00%Q4 2020Q3 202312
Lowe Wealth Advisors, LLC 1020.00%0.05%0.22%Q1 2018Q4 202312
Cetera Investment Advisers 12120.01%0.01%0.04%Q4 2020Q3 202312
WealthBridge Capital Management, LLC 1010.11%0.29%0.45%Q2 2020Q3 202311
Belpointe Asset Management LLC 320.00%0.02%0.04%Q3 2018Q2 202311
ALTFEST L J & CO INC 11110.07%0.28%1.16%Q4 2018Q2 202111
Sowell Financial Services LLC 1010.00%0.03%0.09%Q3 2019Q2 202311
Spire Wealth Management 11110.02%0.03%0.07%Q1 2021Q3 202311
PINNACLE ASSOCIATES LTD 11110.01%0.07%0.14%Q1 2021Q3 202311
CWA Asset Management Group, LLC 11110.06%0.10%0.15%Q3 2017Q1 202011
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
Sierra Capital LLC 11110.04%0.15%0.59%Q1 2021Q3 202311
Close Asset Management Ltd 11110.01%0.01%0.01%Q1 2021Q3 202311
Levy Wealth Management Group, LLC 11110.06%0.13%0.20%Q4 2020Q2 202311
Sound Income Strategies, LLC 1010.00%0.00%0.00%Q4 2017Q3 202311
Clearview Wealth Advisors LLC 11110.01%0.02%0.02%Q4 2020Q2 202311
RPG Investment Advisory, LLC 11110.00%0.01%0.01%Q1 2019Q3 202111
Solstein Capital, LLC 11110.04%0.07%0.13%Q1 2021Q3 202311
Burt Wealth Advisors 11110.00%0.00%0.01%Q2 2018Q4 202011
PARK AVENUE SECURITIES LLC 830.01%0.01%0.03%Q4 2020Q3 202311
LADENBURG THALMANN FINANCIAL SERVICES INC. 11110.00%0.01%0.02%Q2 2017Q4 201911
TRUIST FINANCIAL CORP 920.00%0.00%0.00%Q4 2019Q3 202311
Main Management LLC 11110.01%0.04%0.11%Q2 2020Q4 202211
3D ASSET MANAGEMENT, INC 10100.06%0.10%0.17%Q2 2018Q3 202010
EVOKE WEALTH, LLC 730.01%0.01%0.02%Q1 2021Q3 202310
Wealthspire Advisors, LLC 910.01%0.02%0.03%Q1 2021Q3 202310
Elite Wealth Management, Inc. 730.02%0.06%0.12%Q4 2020Q3 202310
First Allied Advisory Services, Inc. 910.01%0.02%0.04%Q4 2017Q3 202010
Miracle Mile Advisors, LLC 910.01%0.03%0.05%Q3 2020Q2 202310
JNBA Financial Advisors 520.00%0.00%0.01%Q4 2017Q4 202110
KB FINANCIAL PARTNERS, LLC 820.01%0.01%0.02%Q1 2021Q3 202310
Private Portfolio Partners LLC 550.06%0.16%0.35%Q4 2018Q4 202110
HSBC HOLDINGS PLC 910.00%0.00%0.00%Q1 2018Q1 202110
REILLY FINANCIAL ADVISORS, LLC 10100.00%0.00%0.00%Q3 2019Q4 202110
HighMark Wealth Management LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
Pinnacle Wealth Management Advisory Group, LLC 10100.07%0.21%0.54%Q2 2021Q3 202310
Community Bank, N.A. 820.01%0.23%0.38%Q3 2019Q1 202310
GREENWOOD CAPITAL ASSOCIATES LLC 410.06%0.44%1.24%Q1 2019Q3 202310
Wealthfront Advisers LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
HBW ADVISORY SERVICES LLC 510.05%0.08%0.14%Q3 2020Q3 202310
Bison Wealth, LLC 880.00%0.01%0.02%Q3 2020Q2 202210
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.02%Q1 2021Q3 202310
FLAGSTAR ADVISORS INC 990.42%0.46%0.57%Q3 2021Q3 20239
Prospera Financial Services Inc 410.00%0.03%0.10%Q2 2017Q2 20229
StoneX Group Inc. 630.04%0.06%0.08%Q3 2020Q3 20239
Lee Financial Co 990.00%0.00%0.00%Q3 2021Q3 20239
Migdal Insurance & Financial Holdings Ltd. 510.00%0.02%0.06%Q4 2017Q4 20219
BECK CAPITAL MANAGEMENT, LLC 720.27%2.05%3.22%Q1 2017Q2 20199
COLDSTREAM CAPITAL MANAGEMENT INC 710.01%0.01%0.02%Q4 2020Q2 20239
BANK HAPOALIM BM 990.04%0.16%0.45%Q1 2020Q1 20229
Willingdon Wealth Management 990.01%0.03%0.05%Q1 2018Q1 20209
B. Riley Wealth Advisors, Inc. 610.01%0.03%0.04%Q2 2018Q2 20239
PEAK6 Investments LLC 320.00%0.00%0.01%Q4 2021Q2 20239
Compagnie Lombard Odier SCmA 720.00%0.01%0.03%Q2 2017Q3 20239
EXENCIAL WEALTH ADVISORS, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
Ruggie Capital Group 990.05%0.53%1.99%Q4 2017Q4 20199
Western Wealth Management, LLC 420.01%0.03%0.06%Q1 2021Q3 20239
Aptus Capital Advisors, LLC 410.00%0.00%0.00%Q4 2020Q3 20239
EPG Wealth Management LLC 510.01%0.05%0.18%Q1 2020Q3 20239
PFG Advisors 630.02%0.03%0.06%Q1 2021Q3 20239
Wagner Wealth Management, LLC 420.00%0.02%0.09%Q1 2018Q3 20229
Avitas Wealth Management LLC 630.05%0.06%0.08%Q4 2018Q4 20219
RPg Family Wealth Advisory, LLC 540.01%0.02%0.02%Q3 2018Q4 20209
Front Row Advisors LLC 990.00%0.00%0.00%Q3 2020Q3 20229
CIBC Private Wealth Group, LLC 310.00%0.00%0.00%Q4 2017Q3 20239
Ahrens Investment Partners LLC 510.01%0.20%0.51%Q3 2017Q1 20239
Advisory Alpha, LLC 410.00%0.07%0.18%Q1 2019Q2 20229
Main Management ETF Advisors, LLC 880.56%0.63%0.73%Q1 2021Q4 20228
Pacific Center for Financial Services 410.00%0.00%0.00%Q3 2019Q3 20238
Strategic Wealth Management Group, LLC 880.21%0.36%0.50%Q3 2019Q2 20218
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.01%0.01%0.02%Q1 2019Q4 20208
HRT FINANCIAL LP 410.00%0.01%0.03%Q4 2020Q3 20238
Sterling Investment Counsel, LLC 880.40%0.52%0.66%Q4 2021Q3 20238
Pinnacle Financial Group, LLC / IL 880.36%0.48%0.81%Q4 2021Q3 20238
MEEDER ASSET MANAGEMENT INC 880.00%0.01%0.03%Q2 2020Q1 20228
CVA Family Office, LLC 710.00%0.00%0.00%Q2 2021Q2 20238
Total Clarity Wealth Management, Inc. 710.00%0.25%0.42%Q2 2020Q2 20228
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 880.35%1.23%2.89%Q4 2021Q3 20238
Westside Investment Management, Inc. 710.00%0.00%0.00%Q4 2018Q3 20238
TD Waterhouse Canada Inc. 880.01%0.02%0.02%Q4 2021Q3 20238
Stelac Advisory Services LLC 880.04%0.06%0.08%Q4 2021Q3 20238
Bank Julius Baer & Co. Ltd, Zurich 710.00%0.00%0.00%Q3 2020Q2 20238
Jaffetilchin Investment Partners, LLC 310.05%0.14%0.25%Q2 2018Q2 20218
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
UNITED CAPITAL FINANCIAL ADVISORS, LLC 510.00%0.00%0.00%Q1 2018Q4 20218
Ignite Planners, LLC 880.10%0.20%0.32%Q4 2021Q3 20238
WASHINGTON TRUST Co 880.00%0.00%0.00%Q4 2021Q3 20238
Koshinski Asset Management, Inc. 320.04%0.31%0.70%Q3 2017Q1 20208
Covestor Ltd 880.02%0.04%0.08%Q4 2021Q3 20238
Mutual Advisors, LLC 620.01%0.05%0.08%Q2 2021Q3 20238
Renaissance Technologies 410.00%0.00%0.01%Q1 2020Q2 20238
FAGAN ASSOCIATES, INC. 880.16%0.31%0.60%Q1 2018Q4 20198
AMG National Trust Bank 710.01%0.01%0.01%Q3 2020Q2 20238
DAVENPORT & Co LLC 710.00%0.00%0.00%Q3 2017Q1 20228
ADVANTAGE INVESTMENT MANAGEMENT, LLC 880.00%0.00%0.00%Q4 2017Q3 20198
FAS Wealth Partners, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
American Financial Network Advisory Services LLC 880.06%0.49%0.80%Q4 2017Q3 20198
Edgemoor Investment Advisors, Inc. 710.02%0.05%0.07%Q2 2021Q3 20238
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Emerald Advisors, LLC 880.09%0.16%0.22%Q4 2021Q3 20238
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Concord Wealth Partners 430.00%0.00%0.00%Q4 2021Q3 20237
PRUDENTIAL FINANCIAL INC 770.00%0.00%0.00%Q1 2022Q3 20237
Black Swift Group, LLC 770.00%0.35%0.96%Q3 2017Q1 20197
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Mascoma Wealth Management LLC 610.00%0.00%0.00%Q1 2021Q4 20227
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MONEY CONCEPTS CAPITAL CORP 520.00%0.00%0.00%Q4 2020Q4 20227
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Intercontinental Wealth Advisors, LLC 770.06%0.08%0.11%Q1 2021Q3 20227
BlueCrest Capital Management Ltd 520.00%0.04%0.13%Q3 2020Q2 20237
Capital Asset Advisory Services LLC 430.00%0.01%0.02%Q4 2020Q3 20227
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.01%Q4 2018Q2 20237
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CENTAURUS FINANCIAL, INC. 210.02%0.14%0.29%Q2 2018Q1 20237
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DIVIDEND ASSETS CAPITAL, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
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Csenge Advisory Group 310.00%0.02%0.04%Q3 2018Q3 20236
McCarthy Grittinger Financial Group, LLC 660.01%0.01%0.02%Q1 2021Q2 20226
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Professional Financial Advisors, LLC 660.00%0.01%0.01%Q2 2021Q3 20226
Ranch Capital Advisors Inc. 660.19%0.26%0.34%Q3 2020Q4 20216
VAN ECK ASSOCIATES CORP 660.00%0.00%0.00%Q4 2021Q1 20236
PIN OAK INVESTMENT ADVISORS INC 420.02%0.04%0.05%Q3 2020Q2 20226
PRUDENTIAL PLC 310.01%0.01%0.01%Q4 2019Q3 20236
Indie Asset Partners, LLC 660.21%0.45%0.62%Q4 2020Q1 20226
Simplicity Wealth,LLC 550.31%1.08%1.84%Q3 2022Q3 20235
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Triumph Capital Management 410.10%0.12%0.13%Q4 2021Q3 20235
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Charles Schwab Trust Co 550.05%0.06%0.06%Q4 2020Q4 20215
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Orion Portfolio Solutions, LLC 410.00%0.01%0.01%Q2 2020Q3 20235
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CAHILL FINANCIAL ADVISORS INC 320.08%0.10%0.11%Q2 2018Q4 20195
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SIMON QUICK ADVISORS, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
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Andesa Financial Management Inc. 440.52%1.67%2.41%Q4 2017Q3 20184
Clarus Wealth Advisors 440.01%0.01%0.02%Q3 2018Q2 20194
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HAP Trading, LLC 110.00%0.02%0.06%Q4 2017Q2 20234
Parkside Financial Bank & Trust 440.00%0.00%0.00%Q4 2022Q3 20234
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Centerpoint Advisors, LLC 310.00%0.00%0.01%Q3 2019Q3 20234
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Blue Trust, Inc. 310.00%0.01%0.02%Q2 2022Q3 20234
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Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MV CAPITAL MANAGEMENT, INC. 440.00%0.00%0.00%Q2 2021Q1 20224
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.00%2.12%8.45%Q4 2017Q3 20184
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Hudock, Inc. 440.00%0.01%0.01%Q4 2021Q3 20224
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Lido Advisors, LLC 440.00%0.00%0.01%Q2 2021Q1 20224
Allworth Financial LP 440.00%0.00%0.00%Q4 2022Q3 20234
Fiduciary Alliance LLC 440.18%0.61%0.99%Q4 2022Q3 20234
SG Americas Securities, LLC 310.00%0.00%0.01%Q4 2017Q4 20184
SUNTRUST BANKS INC 440.00%0.00%0.01%Q2 2017Q1 20184
BROWN BROTHERS HARRIMAN & CO 440.00%0.00%0.01%Q3 2022Q2 20234
Financial Freedom, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
KMG FIDUCIARY PARTNERS, LLC 440.05%0.07%0.08%Q1 2021Q4 20214
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Global Financial Private Capital, Inc 440.01%0.01%0.01%Q4 2017Q3 20184
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L & S Advisors Inc 330.08%0.09%0.10%Q1 2018Q3 20183
SENTINEL TRUST CO LBA 330.03%0.04%0.05%Q4 2021Q2 20223
Bank Pictet & Cie (Europe) AG 330.02%0.02%0.03%Q2 2022Q4 20223
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WFA Asset Management Corp 330.01%0.02%0.02%Q4 2021Q2 20223
JOYN Advisors, Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
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Roble, Belko & Company, Inc 330.06%0.09%0.10%Q4 2019Q2 20203
Allianz Asset Management GmbH 210.00%0.00%0.01%Q3 2017Q3 20183
Axiom Investment Management LLC 110.00%0.00%0.01%Q1 2020Q3 20223
Elevated Capital Advisors, LLC 330.11%0.13%0.14%Q3 2020Q1 20213
Alpha Cubed Investments, LLC 330.05%0.05%0.05%Q4 2020Q2 20213
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Castle Rock Wealth Management, LLC 331.41%1.82%2.40%Q4 2017Q2 20183
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Selective Wealth Management, Inc. 330.01%0.01%0.01%Q1 2021Q3 20213
Kavar Capital Partners, LLC 210.00%0.00%0.00%Q1 2018Q2 20193
Valeo Financial Advisors, LLC 210.00%0.00%0.00%Q4 2019Q1 20213
Windmill Hill Asset Management Ltd 330.25%0.76%1.10%Q1 2023Q3 20233
Tacita Capital Inc 330.01%0.01%0.01%Q2 2021Q4 20213
IFG Advisory, LLC 330.02%0.02%0.02%Q2 2021Q4 20213
Neuberger Berman Group LLC 330.00%0.00%0.00%Q1 2018Q3 20183
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 330.02%0.02%0.03%Q4 2020Q2 20213
LEAVELL INVESTMENT MANAGEMENT, INC. 330.03%0.05%0.06%Q1 2018Q3 20183
Winfield Associates, Inc. 330.12%0.13%0.13%Q2 2020Q4 20203
Nikulski Financial, Inc. 331.72%1.95%2.12%Q4 2017Q2 20183
Insight Advisors, LLC/ PA 330.05%0.14%0.20%Q1 2023Q3 20233
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Mach-1 Financial Group, LLC 210.00%0.01%0.01%Q2 2022Q1 20233
OXFORD FINANCIAL GROUP, LTD. LLC 210.01%0.01%0.01%Q3 2021Q4 20223
Precision Wealth Strategies, LLC 210.19%0.23%0.27%Q1 2022Q4 20223
Stone House Investment Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Gryphon Financial Partners LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Old North State Trust, LLC 330.01%0.01%0.02%Q2 2021Q4 20213
Sunbelt Securities, Inc. 330.00%0.03%0.05%Q1 2023Q3 20233
HHM Wealth Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
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CALDWELL SUTTER CAPITAL, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Firestone Capital Management 330.01%0.01%0.01%Q1 2021Q3 20213
Financial Architects, Inc 220.01%0.01%0.02%Q4 2017Q1 20183
Essex Financial Services, Inc. 330.01%0.02%0.02%Q3 2021Q1 20223
TRUEWEALTH LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Coston, McIsaac & Partners 210.00%0.01%0.02%Q4 2022Q3 20233
Powell Investment Advisors, LLC 330.02%0.03%0.05%Q1 2023Q3 20233
Lenox Wealth Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
JDM Financial Group LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Clark Capital Management Group, Inc. 210.09%0.11%0.12%Q3 2021Q2 20233
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Lee Financial Group Hawaii, Inc. 224.21%4.23%4.24%Q2 2023Q3 20232
PSI Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Ford Financial Group, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
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CGC Financial Services, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Ally Invest Advisors Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
Vahanian & Associates Financial Planning Inc. 110.36%0.67%0.98%Q4 2021Q3 20232
CANADA PENSION PLAN INVESTMENT BOARD 220.01%0.01%0.02%Q4 2020Q1 20212
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q4 2022Q4 20232
Trek Financial, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
One Capital Management, LLC 220.05%0.11%0.16%Q2 2023Q3 20232
Granite Bay Wealth Management, LLC 222.77%2.95%3.14%Q2 2023Q3 20232
Sigma Planning Corp 220.02%0.03%0.03%Q2 2023Q3 20232
BerganKDV Wealth Management, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 220.04%0.05%0.07%Q2 2023Q3 20232
SEAVIEW INVESTMENT MANAGERS LLC 220.12%0.38%0.64%Q3 2020Q4 20202
Sutton Wealth Advisors Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Waterloo Capital, L.P. 220.08%0.24%0.41%Q1 2023Q2 20232
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Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
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Summit Trail Advisors, LLC 110.01%0.01%0.02%Q4 2017Q2 20182
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2022Q4 20222
VERUS CAPITAL PARTNERS, LLC 220.00%0.01%0.01%Q4 2019Q1 20202
Carroll Investors, Inc 220.00%0.00%0.00%Q4 2021Q1 20222
HWG Holdings LP 220.02%0.03%0.03%Q3 2017Q4 20172
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Virtu Financial LLC 110.01%0.02%0.02%Q2 2018Q3 20192
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
GREAT VALLEY ADVISOR GROUP, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
RESOURCES MANAGEMENT CORP /CT/ /ADV 220.00%0.00%0.00%Q1 2020Q2 20202
Tortoise Investment Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
ARMSTRONG ADVISORY GROUP, INC 220.00%0.00%0.00%Q2 2023Q3 20232
Phoenix Wealth Advisors 220.18%0.19%0.21%Q2 2023Q3 20232
Meristem Family Wealth, LLC 220.03%0.04%0.05%Q2 2021Q3 20212
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Per Stirling Capital Management, LLC. 220.08%0.09%0.09%Q1 2023Q2 20232
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
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Danda Trouve Investment Management, Inc. 220.01%0.01%0.02%Q3 2020Q4 20202
PFG Private Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Fortitude Advisory Group L.L.C. 220.01%0.02%0.03%Q4 2021Q1 20222
Worth Asset Management, LLC 220.00%0.05%0.10%Q1 2023Q2 20232
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
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UMB Bank, n.a. 110.00%0.00%0.00%Q4 2021Q3 20232
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HB Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Apollon Wealth Management, LLC 110.01%0.01%0.02%Q2 2020Q4 20212
FIRST NATIONAL CORP /MA/ /ADV 220.01%0.01%0.01%Q4 2018Q1 20192
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Kovack Advisors, Inc. 220.08%0.08%0.08%Q1 2018Q2 20182
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Herold Advisors, Inc. 110.02%0.02%0.02%Q3 2021Q1 20222
FIFTH THIRD SECURITIES, INC. 220.08%0.08%0.08%Q2 2023Q3 20232
TCWP LLC 220.01%0.03%0.05%Q4 2021Q1 20222
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WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
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Fortis Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
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INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.00%0.01%0.02%Q1 2018Q2 20182
PVG ASSET MANAGEMENT CORP 111.10%1.45%1.80%Q4 2019Q4 20222
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Crosspoint Capital Strategies, LLC 220.01%0.01%0.01%Q3 2017Q4 20172
TORONTO DOMINION BANK 220.00%0.00%0.00%Q2 2023Q3 20232
BOURGEON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Hilltop Holdings Inc. 220.05%0.11%0.18%Q2 2020Q3 20202
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NOMURA ASSET MANAGEMENT CO LTD 110.00%0.00%0.00%Q3 2023Q3 20231
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BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
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Birchcreek Wealth Management, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
Columbus Macro, LLC 110.15%0.15%0.15%Q1 2023Q1 20231
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q3 2023Q3 20231
Surevest, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Financial Sense Advisors, Inc. 110.28%0.28%0.28%Q3 2018Q3 20181
NATIONAL PLANNING CORP 110.02%0.02%0.02%Q2 2017Q2 20171
Slocum, Gordon & Co LLP 110.04%0.04%0.04%Q3 2023Q3 20231
ROBINSON CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
SILVER CAPITAL MANAGEMENT LLC 111.41%1.41%1.41%Q4 2017Q4 20171
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FNY Partners Fund LP 110.05%0.05%0.05%Q3 2017Q3 20171
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q4 2020Q4 20201
Stearns Financial Services Group 110.03%0.03%0.03%Q4 2019Q4 20191
Paragon Wealth Strategies, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
LANDAAS & CO /WI /ADV 110.00%0.00%0.00%Q2 2018Q2 20181
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Jackson Wealth Management, LLC 110.05%0.05%0.05%Q2 2018Q2 20181
FORTEM FINANCIAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
V Wealth Advisors LLC 110.12%0.12%0.12%Q1 2021Q1 20211
Cherry Tree Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Verity Asset Management, Inc. 110.20%0.20%0.20%Q3 2021Q3 20211
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Onyx Bridge Wealth Group LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Avior Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BBVA USA 110.00%0.00%0.00%Q2 2021Q2 20211
FIRST NATIONAL TRUST CO 110.01%0.01%0.01%Q4 2021Q4 20211
HEADINVEST, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
San Luis Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
WealthPlan Investment Management, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Oxler Private Wealth LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Crestmont Private Wealth LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.08%0.08%0.08%Q2 2018Q2 20181
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Hills Bank & Trust Co 110.02%0.02%0.02%Q2 2020Q2 20201
Sand Hill Global Advisors, LLC 110.30%0.30%0.30%Q4 2018Q4 20181
Almanack Investment Partners, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Price Capital Management, Inc. 116.01%6.01%6.01%Q3 2017Q3 20171
ASSETMARK, INC 110.00%0.00%0.00%Q1 2023Q1 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
OLD MISSION CAPITAL, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Personal Wealth Partners 110.03%0.03%0.03%Q2 2021Q2 20211
Financial Insights, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Alberta Investment Management Corp 110.06%0.06%0.06%Q4 2020Q4 20201
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
IFC Holdings Incorporated/FL 110.02%0.02%0.02%Q4 2017Q4 20171
Altus Wealth Group LLC 110.02%0.02%0.02%Q4 2020Q4 20201
OVERSEA-CHINESE BANKING Corp Ltd 110.03%0.03%0.03%Q3 2023Q3 20231
Merriman Wealth Management, LLC 110.10%0.10%0.10%Q1 2019Q1 20191
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Rothschild & Co Wealth Management UK Ltd 110.00%0.00%0.00%Q2 2019Q2 20191
TCG Advisors, LP 110.15%0.15%0.15%Q2 2020Q2 20201
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
BAROMETER CAPITAL MANAGEMENT INC. 110.14%0.14%0.14%Q3 2021Q3 20211
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q3 2017Q3 20171
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2018Q2 20181
DCM Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
South Shore Capital Advisors 110.37%0.37%0.37%Q2 2021Q2 20211
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2018Q3 20181
FinTrust Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WT Wealth Management 111.18%1.18%1.18%Q3 2023Q3 20231
Oder Investment Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Crescent Capital Consulting, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
GoalVest Advisory LLC 110.84%0.84%0.84%Q1 2021Q1 20211
Diversified, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WFA of San Diego, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Montecito Bank & Trust 110.17%0.17%0.17%Q1 2018Q1 20181
United American Securities Inc. (d/b/a UAS Asset Management) 110.82%0.82%0.82%Q2 2018Q2 20181
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q1 2022Q1 20221
Ulland Investment Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Column Capital Advisors, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Private Capital Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Mystic Asset Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q3 2023Q3 20231
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q3 2018Q3 20181
Lloyd Advisory Services, LLC. 110.00%0.00%0.00%Q4 2019Q4 20191
ACG Wealth 110.04%0.04%0.04%Q1 2018Q1 20181
Crestwood Advisors Group, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Acorn Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
MATHER GROUP, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Winthrop Partners - WNY, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
GPS Wealth Strategies Group, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
WHITTIER TRUST CO 110.00%0.00%0.00%Q2 2019Q2 20191
RETIREMENT INCOME SOLUTIONS, INC 110.12%0.12%0.12%Q2 2023Q2 20231
Avion Wealth 110.00%0.00%0.00%Q2 2023Q2 20231
Missouri Trust & Investment Co 110.00%0.00%0.00%Q4 2021Q4 20211
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Dynamic Technology Lab Private Ltd 110.03%0.03%0.03%Q4 2021Q4 20211
Barrett Asset Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
KINGSWOOD WEALTH ADVISORS, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Wealth Quarterback LLC 110.03%0.03%0.03%Q4 2019Q4 20191
XR Securities LLC 110.10%0.10%0.10%Q2 2019Q2 20191
Horizon Investments, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Meridian Wealth Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
BANQUE PICTET & CIE SA 110.01%0.01%0.01%Q4 2017Q4 20171
Cerity Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Context Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Aurora Private Wealth, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
MCDONALD PARTNERS LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Masso Torrence Wealth Management Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Key Client Fiduciary Advisors, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
D.A. DAVIDSON & CO. 110.02%0.02%0.02%Q3 2023Q3 20231
MARVIN & PALMER ASSOCIATES INC 114.79%4.79%4.79%Q2 2023Q2 20231
Prosperity Financial Group, Inc. 113.13%3.13%3.13%Q3 2023Q3 20231
Eagle Bay Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Apriem Advisors 110.01%0.01%0.01%Q2 2018Q2 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
OLIVER LAGORE VANVALIN INVESTMENT GROUP 110.00%0.00%0.00%Q1 2023Q1 20231
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Fiera Capital Corp 110.00%0.00%0.00%Q1 2018Q1 20181
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Apella Capital, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Ramirez Asset Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q3 2021Q3 20211
CPR Investments Inc. 113.15%3.15%3.15%Q1 2023Q1 20231
FWL INVESTMENT MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FORT PITT CAPITAL GROUP, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LIBERTY WEALTH MANAGEMENT LLC 110.04%0.04%0.04%Q3 2021Q3 20211
FLYNN ZITO CAPITAL MANAGEMENT, LLC 110.19%0.19%0.19%Q4 2021Q4 20211
Marquette Asset Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Ameritas Investment Partners, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q2 2023Q2 20231
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.02%0.02%0.02%Q4 2020Q4 20201
Manchester Capital Management LLC 110.01%0.01%0.01%Q3 2023Q3 20231
OneDigital Investment Advisors LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Haverford Trust Co 110.00%0.00%0.00%Q1 2023Q1 20231
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Strategic Advisors LLC 110.07%0.07%0.07%Q3 2023Q3 20231
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q3 2023Q3 20231
Psagot Value Holdings Ltd. / (Israel) 110.01%0.01%0.01%Q3 2021Q3 20211
GRIMES & COMPANY, INC. 110.01%0.01%0.01%Q2 2021Q2 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2020Q2 20201
Grandview Asset Management LLC 110.01%0.01%0.01%Q1 2021Q1 20211
External links

This page lists all the filers that currently own GLOBAL X FDS or have owned GLOBAL X FDS in the past.