| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| L & S Advisors Inc | 26 | 26 | 0.04% | 0.33% | 0.63% | Q1 2017 | Q2 2023 | 26 |
| Almanack Investment Partners, LLC. | 7 | 7 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q2 2022 | 7 |
| Janney Montgomery Scott LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q2 2015 | 6 |
| MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
| Community Bank, N.A. | 3 | 3 | 1.77% | 1.94% | 2.03% | Q2 2017 | Q4 2017 | 3 |
| Holistic Financial Partners | 1 | 1 | 1.65% | 2.06% | 2.47% | Q1 2019 | Q4 2019 | 2 |
| Ledyard National Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
| RE Dickinson Investment Advisors, LLC | 2 | 2 | 0.67% | 0.80% | 0.92% | Q1 2023 | Q2 2023 | 2 |
| Ethos Financial Group, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| BLAIR WILLIAM & CO/IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
| HIGH POINT BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
| Lake Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
| Arvest Bank Trust Division | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
| LAFFER TENGLER INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
This page lists all the filers that currently own GUGG MACRO OPPS or have owned GUGG MACRO OPPS in the past.