Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 19 |
Bank of New York Mellon Corp | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
ROYAL BANK OF CANADA | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Westside Investment Management, Inc. | 15 | 15 | 0.00% | 0.29% | 0.90% | Q1 2020 | Q3 2023 | 15 |
Capital Asset Advisory Services LLC | 10 | 4 | 0.01% | 0.06% | 0.17% | Q4 2019 | Q3 2023 | 14 |
Wagner Wealth Management, LLC | 11 | 1 | 0.02% | 0.69% | 2.20% | Q3 2018 | Q3 2023 | 12 |
Citadel Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
UBS Group AG | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 11 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 10 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2020 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
CITIGROUP INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Cambridge Investment Research Advisors, Inc. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
LPL Financial LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
F3Logic, LLC | 6 | 6 | 0.06% | 0.57% | 0.97% | Q3 2019 | Q4 2020 | 6 |
Cetera Advisor Networks LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Providence Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.04% | 0.12% | 0.25% | Q3 2020 | Q4 2021 | 6 |
Raymond James Financial Services Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.04% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Independent Wealth Network Inc. | 3 | 3 | 0.78% | 0.79% | 0.79% | Q1 2023 | Q3 2023 | 3 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Tanglewood Legacy Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.18% | 0.21% | 0.24% | Q3 2021 | Q1 2022 | 2 |
Global Retirement Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Prosperity Financial Group, Inc. | 2 | 2 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q2 2023 | 2 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Advisor Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Amplius Wealth Advisors, LLC | 2 | 2 | 1.25% | 1.42% | 1.58% | Q2 2023 | Q3 2023 | 2 |
Private Advisor Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
YARGER WEALTH STRATEGIES, LLC | 2 | 2 | 1.60% | 3.00% | 4.41% | Q2 2023 | Q3 2023 | 2 |
STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Alliance Wealth Advisors, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q3 2021 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.07% | 0.10% | 0.14% | Q2 2023 | Q3 2023 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MORGAN STANLEY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RAYMOND JAMES & ASSOCIATES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own HARTFORD FDS EXCHANGE TRADED or have owned HARTFORD FDS EXCHANGE TRADED in the past.