Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 25 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Front Row Advisors LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
SignalPoint Asset Management, LLC | 22 | 22 | 0.88% | 1.34% | 1.90% | Q2 2018 | Q3 2023 | 22 |
GOLDMAN SACHS GROUP INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Advisory Services Network, LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Lee Financial Co | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.08% | 0.35% | Q3 2018 | Q3 2023 | 21 |
VALLEY NATIONAL ADVISERS INC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Tradewinds Capital Management, LLC | 16 | 2 | 0.00% | 0.78% | 5.58% | Q2 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 13 | 6 | 0.00% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.29% | 0.87% | 1.63% | Q1 2019 | Q3 2023 | 19 |
Lido Advisors, LLC | 13 | 5 | 0.01% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 18 |
GLENMEDE TRUST CO NA | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 17 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 18 |
LPL Financial LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
Financial Gravity Asset Management, Inc. | 10 | 2 | 0.00% | 0.25% | 1.32% | Q2 2018 | Q3 2023 | 17 |
Friedenthal Financial | 16 | 1 | 0.62% | 0.87% | 1.52% | Q2 2018 | Q3 2023 | 17 |
AMERIPRISE FINANCIAL INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
Janney Montgomery Scott LLC | 11 | 5 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 16 |
Citadel Advisors | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 16 |
BANK OF MONTREAL /CAN/ | 13 | 2 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q3 2023 | 15 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q2 2022 | 14 |
HighTower Advisors, LLC | 11 | 3 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 9 | 4 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q2 2023 | 13 |
FMR LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Raymond James Financial Services Advisors, Inc. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
JAMES INVESTMENT RESEARCH INC | 12 | 12 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Carnegie Capital Asset Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
HUNTINGTON NATIONAL BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
COHEN & STEERS, INC. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Baird Financial Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Chevy Chase Trust Holdings, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Jaffetilchin Investment Partners, LLC | 11 | 11 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q2 2023 | 11 |
Clearstead Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
US BANCORP \DE\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 1 | 0.01% | 0.92% | 2.55% | Q3 2020 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SVB WEALTH LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
Freedom Investment Management, Inc. | 9 | 1 | 0.04% | 0.28% | 0.55% | Q1 2021 | Q3 2023 | 10 |
MONTAG A & ASSOCIATES INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Walker Asset Management, LLC | 8 | 8 | 0.74% | 0.86% | 0.99% | Q1 2022 | Q4 2023 | 8 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 1.20% | 1.73% | 2.42% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2021 | 8 |
Hartford Financial Management Inc. | 8 | 8 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q1 2020 | 8 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 7 | 1.55% | 1.81% | 2.38% | Q1 2022 | Q3 2023 | 7 |
VISTA INVESTMENT MANAGEMENT | 7 | 7 | 0.22% | 0.48% | 0.63% | Q1 2022 | Q3 2023 | 7 |
QUATTRO FINANCIAL ADVISORS LLC | 6 | 1 | 0.14% | 0.38% | 0.89% | Q4 2021 | Q3 2023 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 1 | 0.02% | 0.15% | 0.33% | Q1 2021 | Q4 2022 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
OneDigital Investment Advisors LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 7 |
Phoenix Holdings Ltd. | 4 | 3 | 0.97% | 2.42% | 3.81% | Q4 2020 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Legend Financial Advisors, Inc. | 6 | 1 | 0.84% | 4.54% | 5.52% | Q4 2021 | Q3 2023 | 7 |
1832 Asset Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Lion Street Advisors, LLC | 4 | 1 | 0.16% | 0.22% | 0.25% | Q3 2021 | Q2 2023 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 6 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q4 2021 | 6 |
Qube Research & Technologies Ltd | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 6 |
SPINNAKER TRUST | 6 | 6 | 0.01% | 0.50% | 0.72% | Q4 2020 | Q1 2022 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SHEETS SMITH WEALTH MANAGEMENT | 6 | 6 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q4 2021 | 6 |
Geneos Wealth Management Inc. | 4 | 2 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q1 2023 | 6 |
CITIGROUP INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
BerganKDV Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.04% | 0.49% | 0.84% | Q1 2021 | Q1 2022 | 5 |
Sowell Financial Services LLC | 3 | 2 | 0.00% | 0.05% | 0.07% | Q4 2018 | Q1 2020 | 5 |
Marks Wealth, LLC | 5 | 5 | 3.05% | 6.63% | 11.35% | Q1 2021 | Q1 2022 | 5 |
Rockefeller Capital Management L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
Mutual Advisors, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 5 |
Avitas Wealth Management LLC | 5 | 5 | 0.05% | 0.08% | 0.08% | Q4 2020 | Q4 2021 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 5 | 5 | 0.97% | 1.88% | 2.39% | Q1 2021 | Q1 2022 | 5 |
WealthBridge Capital Management, LLC | 5 | 5 | 0.26% | 0.29% | 0.35% | Q4 2018 | Q4 2019 | 5 |
AlphaCore Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Allred Capital Management, LLC | 5 | 5 | 0.18% | 0.22% | 0.25% | Q1 2021 | Q1 2022 | 5 |
COOKSON PEIRCE & CO INC | 5 | 5 | 0.02% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
MML INVESTORS SERVICES, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 5 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
RBA Wealth Management, LLC | 4 | 4 | 0.33% | 0.36% | 0.38% | Q1 2019 | Q4 2019 | 4 |
Kingsview Wealth Management, LLC | 3 | 1 | 0.04% | 0.16% | 0.30% | Q1 2019 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
PACIFIC FINANCIAL GROUP INC | 4 | 4 | 0.72% | 1.48% | 2.18% | Q2 2021 | Q1 2022 | 4 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 4 | 0.00% | 0.03% | 0.11% | Q3 2021 | Q2 2022 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Capital Advisory Group Advisory Services, LLC | 4 | 4 | 0.01% | 0.44% | 1.30% | Q1 2021 | Q4 2021 | 4 |
NEVILLE RODIE & SHAW INC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q3 2020 | 4 |
OPPENHEIMER ASSET MANAGEMENT INC. | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.02% | 0.30% | 0.78% | Q2 2018 | Q1 2021 | 4 |
Worth Asset Management, LLC | 2 | 2 | 0.00% | 0.17% | 0.48% | Q1 2022 | Q2 2023 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Financial Architects, Inc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Essex Financial Services, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.17% | 0.18% | 0.18% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.05% | 0.14% | Q1 2021 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.26% | 0.49% | 0.70% | Q4 2022 | Q3 2023 | 4 |
CAPTRUST FINANCIAL ADVISORS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 4 |
Kestra Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ellis Investment Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
FormulaFolio Investments, LLC | 2 | 2 | 0.04% | 0.17% | 0.32% | Q3 2018 | Q4 2019 | 4 |
Strategic Advisors LLC | 4 | 4 | 0.24% | 0.31% | 0.42% | Q1 2019 | Q4 2019 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Milestone Advisory Partners | 3 | 3 | 1.21% | 1.36% | 1.51% | Q1 2023 | Q3 2023 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q2 2022 | 3 |
PFS INVESTMENTS INC. | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2021 | Q3 2021 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Private Advisory Group LLC | 2 | 1 | 0.07% | 0.32% | 0.45% | Q3 2021 | Q3 2023 | 3 |
FIFTH THIRD BANCORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Orion Portfolio Solutions, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
FDx Advisors, Inc. | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2021 | Q3 2021 | 3 |
PINNACLE ASSOCIATES LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Avant Capital LLC | 2 | 1 | 0.23% | 0.24% | 0.26% | Q4 2021 | Q2 2023 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.12% | 0.35% | Q2 2021 | Q4 2021 | 3 |
FIL Ltd | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Nelson Capital Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Janney Capital Management LLC | 3 | 3 | 0.32% | 0.33% | 0.34% | Q1 2023 | Q3 2023 | 3 |
NOESIS CAPITAL MANGEMENT CORP | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Strategic Blueprint, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Meadow Creek Wealth Advisors LLC | 3 | 3 | 0.31% | 0.34% | 0.36% | Q4 2021 | Q2 2022 | 3 |
Sage Advisory Services, Ltd.Co. | 3 | 3 | 1.78% | 1.83% | 1.90% | Q1 2021 | Q3 2021 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 1.08% | 1.10% | 1.15% | Q1 2023 | Q3 2023 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
U.S. Capital Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.00% | 0.05% | 0.14% | Q1 2023 | Q3 2023 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 4.43% | 4.44% | 4.44% | Q1 2021 | Q2 2021 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2021 | Q3 2021 | 2 |
CMC Financial Group | 2 | 2 | 1.74% | 2.21% | 2.68% | Q2 2021 | Q3 2021 | 2 |
TWO SIGMA ADVISERS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.17% | 0.22% | 0.26% | Q2 2023 | Q3 2023 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
BANK HAPOALIM BM | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Polaris Wealth Advisory Group, LLC | 2 | 2 | 0.60% | 0.63% | 0.66% | Q4 2020 | Q1 2021 | 2 |
Empowered Funds, LLC | 2 | 2 | 4.30% | 4.42% | 4.54% | Q2 2021 | Q3 2021 | 2 |
Cetera Advisor Networks LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Laidlaw Wealth Management LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Optas, LLC | 2 | 2 | 0.21% | 0.31% | 0.42% | Q4 2019 | Q1 2020 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q3 2018 | Q4 2018 | 2 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.17% | 0.17% | 0.18% | Q3 2018 | Q1 2019 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
BREITER CAPITAL MANAGEMENT INC | 2 | 2 | 0.32% | 0.35% | 0.38% | Q2 2018 | Q3 2018 | 2 |
Prostatis Group LLC | 1 | 1 | 0.02% | 0.20% | 0.37% | Q4 2019 | Q2 2023 | 2 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.01% | 0.46% | 0.92% | Q1 2021 | Q2 2023 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.13% | 0.18% | 0.24% | Q3 2020 | Q1 2021 | 2 |
Golden State Equity Partners | 2 | 2 | 0.45% | 0.48% | 0.50% | Q4 2020 | Q1 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Vestmark Advisory Solutions, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.02% | 0.07% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 1.79% | 1.79% | 1.79% | Q1 2021 | Q1 2021 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
ELEMENT POINTE ADVISORS, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2021 | Q4 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Asset Management Resources, LLC | 1 | 1 | 4.41% | 4.41% | 4.41% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2018 | Q2 2018 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2021 | Q1 2021 | 1 |
Adams Wealth Management | 1 | 1 | 2.98% | 2.98% | 2.98% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Carson Advisory Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
LVZ, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2018 | Q3 2018 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2018 | Q2 2018 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MOSELEY INVESTMENT MANAGEMENT INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2021 | Q1 2021 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Community Bank, N.A. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2021 | Q1 2021 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Kaizen Financial Strategies | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2021 | Q1 2021 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2019 | Q1 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bensler, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2022 | Q1 2022 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McAdam, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own INVESCO EXCHANGE TRADED FD T or have owned INVESCO EXCHANGE TRADED FD T in the past.