Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IFP Advisors, Inc | 20 | 1 | 0.00% | 0.09% | 0.49% | Q1 2016 | Q2 2024 | 28 |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2024 | 28 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 25 | 25 | 0.04% | 0.42% | 1.80% | Q2 2018 | Q2 2024 | 25 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
APPLETON PARTNERS INC/MA | 23 | 23 | 0.10% | 0.25% | 0.40% | Q4 2018 | Q2 2024 | 23 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2024 | 23 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2024 | 22 |
Betterment LLC | 21 | 21 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2024 | 21 |
Global Retirement Partners, LLC | 12 | 9 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2024 | 21 |
LPL Financial LLC | 14 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2024 | 19 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 18 |
UBS Group AG | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2024 | 18 |
Brinker Capital Investments, LLC | 18 | 18 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q4 2022 | 18 |
OSAIC HOLDINGS, INC. | 12 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 17 |
Kestra Advisory Services, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2024 | 16 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 15 |
Inscription Capital, LLC | 12 | 2 | 0.09% | 0.42% | 0.93% | Q4 2020 | Q2 2024 | 14 |
Geneos Wealth Management Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 13 |
GREAT LAKES ADVISORS, LLC | 13 | 13 | 0.01% | 0.35% | 0.94% | Q2 2021 | Q2 2024 | 13 |
LAKE STREET PRIVATE WEALTH, LLC | 12 | 12 | 0.40% | 0.81% | 1.38% | Q3 2021 | Q2 2024 | 12 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.05% | 0.14% | Q2 2020 | Q2 2024 | 11 |
MORGAN STANLEY | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
Axiom Financial Strategies, LLC | 10 | 10 | 2.03% | 3.80% | 5.20% | Q1 2022 | Q2 2024 | 10 |
Bank of New York Mellon Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2024 | 10 |
Pacific Center for Financial Services | 6 | 3 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q2 2024 | 9 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 9 |
Congress Wealth Management LLC / DE / | 8 | 1 | 0.01% | 0.70% | 1.48% | Q4 2021 | Q2 2024 | 9 |
Vise Technologies, Inc. | 9 | 9 | 0.15% | 0.33% | 0.85% | Q2 2022 | Q2 2024 | 9 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 2 | 0.02% | 0.35% | 0.58% | Q4 2018 | Q4 2022 | 9 |
BESSEMER GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.04% | Q2 2021 | Q1 2023 | 8 |
COMMONWEALTH EQUITY SERVICES, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2023 | 8 |
V Wealth Advisors LLC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q2 2023 | 8 |
Beaumont Financial Partners, LLC | 8 | 8 | 0.03% | 0.10% | 0.53% | Q4 2020 | Q3 2022 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Resonant Capital Advisors, LLC | 8 | 8 | 0.31% | 0.59% | 0.86% | Q3 2022 | Q2 2024 | 8 |
RATIONAL ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
US BANCORP \DE\ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.29% | 0.41% | Q2 2022 | Q1 2024 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2022 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2022 | 7 |
Beacon Harbor Wealth Advisors, Inc. | 5 | 1 | 1.20% | 2.58% | 3.34% | Q2 2021 | Q3 2023 | 7 |
Beaumont Financial Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2024 | 7 |
Gainplan LLC | 7 | 7 | 0.29% | 0.76% | 1.53% | Q3 2022 | Q1 2024 | 7 |
Legacy Bridge, LLC | 7 | 7 | 0.28% | 0.38% | 0.50% | Q4 2018 | Q2 2020 | 7 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 7 | 7 | 0.13% | 4.51% | 11.00% | Q2 2021 | Q4 2022 | 7 |
STIFEL FINANCIAL CORP | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 7 |
Texas Yale Capital Corp. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2022 | 7 |
Koshinski Asset Management, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 7 |
Trivant Custom Portfolio Group, LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q2 2024 | 6 |
Newbridge Financial Services Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2024 | 6 |
Madison Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
OLD MISSION CAPITAL LLC | 4 | 2 | 0.02% | 0.08% | 0.20% | Q3 2021 | Q1 2023 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 6 |
Creative Planning | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 5 |
Lee Financial Co | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q4 2023 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.01% | 0.17% | 0.23% | Q3 2018 | Q3 2019 | 5 |
Columbus Macro, LLC | 5 | 5 | 0.08% | 0.98% | 1.30% | Q3 2018 | Q3 2019 | 5 |
Financial Engines Advisors L.L.C. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 4 |
WBH ADVISORY INC | 4 | 4 | 0.05% | 0.17% | 0.43% | Q3 2021 | Q2 2022 | 4 |
Financial Guidance Group, Inc. | 4 | 4 | 0.27% | 0.32% | 0.40% | Q3 2022 | Q2 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Worth Asset Management, LLC | 4 | 4 | 0.01% | 0.58% | 0.80% | Q1 2022 | Q4 2022 | 4 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.00% | 0.08% | 0.15% | Q1 2020 | Q3 2022 | 4 |
Live Your Vision, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Parallel Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 3 |
AMERICAN FINANCIAL & TAX STRATEGIES INC | 3 | 3 | 1.87% | 2.05% | 2.16% | Q4 2023 | Q2 2024 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q4 2023 | Q2 2024 | 3 |
Empirical Asset Management, LLC | 3 | 3 | 0.40% | 0.49% | 0.60% | Q2 2022 | Q4 2022 | 3 |
Creekmur Asset Management LLC | 3 | 3 | 0.01% | 0.04% | 0.09% | Q4 2023 | Q2 2024 | 3 |
Sigma Planning Corp | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 3 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Guardian Asset Advisors, LLC | 3 | 3 | 0.17% | 0.23% | 0.32% | Q4 2023 | Q2 2024 | 3 |
Empowered Funds, LLC | 1 | 1 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q2 2024 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
CWM, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BANK OF AMERICA CORP /DE/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
Blue Sky Asset Management, LLC | 3 | 3 | 0.72% | 1.17% | 1.51% | Q1 2018 | Q3 2018 | 3 |
Financial Partners Group, Inc | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
CAPITAL WEALTH MANAGEMENT, LLC | 3 | 3 | 0.90% | 1.19% | 1.38% | Q2 2022 | Q4 2022 | 3 |
Savior LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
CITIGROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Barber Financial Group, Inc. | 1 | 1 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q1 2023 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.09% | 0.12% | 0.16% | Q2 2022 | Q3 2022 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Virtu Financial LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.04% | 0.11% | 0.17% | Q1 2022 | Q3 2022 | 2 |
VIRIDIAN RIA, LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q1 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.16% | 0.21% | 0.26% | Q3 2020 | Q4 2020 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 2 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2019 | 2 |
Relative Value Partners Group, LLC | 1 | 1 | 0.02% | 0.24% | 0.46% | Q3 2022 | Q2 2024 | 2 |
FSA Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q1 2024 | 2 |
Q3 Asset Management | 2 | 2 | 1.53% | 1.93% | 2.33% | Q1 2022 | Q2 2022 | 2 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
SG3 Management, LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q3 2022 | Q3 2022 | 2 |
WCG Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2023 | Q2 2024 | 2 |
Pinnacle Advisory Group, Inc. | 2 | 2 | 1.36% | 2.29% | 3.23% | Q4 2020 | Q1 2021 | 2 |
Briaud Financial Planning, Inc | 2 | 2 | 0.32% | 0.33% | 0.34% | Q1 2021 | Q2 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Sandbox Financial Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
One Degree Advisors Inc | 1 | 1 | 1.66% | 1.66% | 1.66% | Q2 2024 | Q2 2024 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
LFS ASSET MANAGEMENT | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Modern Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Upper Left Wealth Management, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2023 | Q4 2023 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Avestar Capital, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q2 2022 | Q2 2022 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXS Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Plan Group Financial, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2022 | Q2 2022 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PENOBSCOT WEALTH MANAGEMENT | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HANTZ FINANCIAL SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own GRANITESHARES ETF TR or have owned GRANITESHARES ETF TR in the past.