Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 21 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 15 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PRUDENTIAL PLC | 21 | 21 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q1 2023 | 21 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 20 |
VALLEY NATIONAL ADVISERS INC | 19 | 19 | 0.04% | 0.17% | 0.42% | Q1 2019 | Q3 2023 | 19 |
LPL Financial LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
EPG Wealth Management LLC | 16 | 16 | 0.01% | 0.14% | 0.28% | Q4 2019 | Q3 2023 | 16 |
UBS Group AG | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 15 |
MORGAN STANLEY | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CITIGROUP INC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 13 |
Oder Investment Management, LLC | 7 | 4 | 0.20% | 0.27% | 0.30% | Q4 2020 | Q3 2023 | 11 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 11 |
Capital Investment Advisory Services, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Dynamic Advisor Solutions LLC | 10 | 10 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2021 | 10 |
ACG Wealth | 10 | 10 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2020 | 10 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
OSAIC HOLDINGS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2020 | 7 |
Perigon Wealth Management, LLC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q3 2011 | Q3 2022 | 7 |
Elevated Capital Advisors, LLC | 3 | 1 | 0.08% | 0.11% | 0.13% | Q3 2020 | Q1 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 5 |
Daiwa Securities Group Inc. | 3 | 2 | 0.04% | 0.10% | 0.15% | Q3 2020 | Q3 2023 | 5 |
PNC FINANCIAL SERVICES GROUP, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cambridge Investment Research Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 3 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AVALON CAPITAL MANAGEMENT | 3 | 3 | 0.47% | 1.11% | 1.55% | Q1 2017 | Q3 2017 | 3 |
Advisor Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FMR LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
GOLDMAN SACHS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
McClarren Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Mariner, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own GLOBAL X FDS or have owned GLOBAL X FDS in the past.