Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cutler Group LLC / CA | 12 | 12 | 0.00% | 0.00% | 0.03% | Q2 2021 | Q1 2024 | 31 |
BANK OF AMERICA CORP /DE/ | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
UBS Group AG | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 25 |
ROYAL BANK OF CANADA | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
US BANCORP \DE\ | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
BARCLAYS PLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
Raymond James Financial Services Advisors, Inc. | 25 | 25 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2024 | 25 |
LPL Financial LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2024 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
Tower Research Capital LLC (TRC) | 25 | 25 | 0.00% | 0.03% | 0.20% | Q2 2018 | Q2 2024 | 25 |
WELLS FARGO & COMPANY/MN | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q2 2024 | 25 |
Cambridge Investment Research Advisors, Inc. | 25 | 25 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2024 | 25 |
MORGAN STANLEY | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
AMERIPRISE FINANCIAL INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 25 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.13% | 0.59% | Q3 2018 | Q2 2024 | 24 |
CAPTRUST FINANCIAL ADVISORS | 17 | 6 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q2 2024 | 23 |
FMR LLC | 18 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 22 |
McGuire Investment Group, LLC | 17 | 1 | 0.04% | 0.07% | 0.09% | Q3 2018 | Q2 2024 | 22 |
Cetera Advisor Networks LLC | 16 | 6 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2023 | 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2024 | 21 |
RAYMOND JAMES & ASSOCIATES | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 20 |
CITIGROUP INC | 14 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 20 |
Geneos Wealth Management Inc. | 15 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 20 |
Advisory Services Network, LLC | 16 | 4 | 0.00% | 0.04% | 0.07% | Q2 2019 | Q2 2024 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 20 |
PRIVATE TRUST CO NA | 10 | 1 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q2 2024 | 20 |
Capital Wealth Alliance, LLC | 19 | 19 | 0.33% | 0.57% | 0.85% | Q4 2019 | Q2 2024 | 19 |
B. Riley Wealth Advisors, Inc. | 17 | 2 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q2 2024 | 19 |
Private Advisor Group, LLC | 18 | 1 | 0.00% | 0.07% | 0.12% | Q3 2018 | Q2 2024 | 19 |
M&R CAPITAL MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2024 | 19 |
Caprock Group, LLC | 18 | 18 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q2 2024 | 18 |
Hudock, Inc. | 18 | 18 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q3 2022 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2024 | 18 |
PFG Advisors | 18 | 18 | 0.03% | 0.06% | 0.16% | Q1 2020 | Q2 2024 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2022 | 18 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 18 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 13 | 5 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2024 | 18 |
STIFEL FINANCIAL CORP | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2024 | 17 |
Wagner Wealth Management, LLC | 15 | 2 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q2 2024 | 17 |
Capital Investment Advisory Services, LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q2 2024 | 16 |
IFP Advisors, Inc | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2024 | 16 |
EP Wealth Advisors, LLC | 8 | 1 | 0.01% | 0.02% | 0.10% | Q3 2018 | Q2 2024 | 16 |
Westside Investment Management, Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 16 |
HighTower Advisors, LLC | 6 | 2 | 0.00% | 0.04% | 0.06% | Q2 2018 | Q2 2024 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 1 | 0.02% | 0.04% | 0.09% | Q1 2020 | Q2 2024 | 15 |
Spire Wealth Management | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2024 | 14 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2024 | 14 |
NEXT Financial Group, Inc | 8 | 6 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q4 2021 | 14 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 | 1 | 0.05% | 0.10% | 0.14% | Q2 2018 | Q2 2024 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 12 | 1 | 0.00% | 0.06% | 0.10% | Q4 2019 | Q1 2024 | 14 |
MEITAV INVESTMENT HOUSE LTD | 14 | 14 | 0.08% | 0.81% | 6.22% | Q1 2021 | Q2 2024 | 14 |
GPS Wealth Strategies Group, LLC | 7 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2024 | 13 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 13 | 13 | 0.01% | 0.08% | 0.37% | Q2 2021 | Q2 2024 | 13 |
Trust Co | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 13 |
HARBOUR INVESTMENTS, INC. | 9 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2024 | 13 |
WNY Asset Management, LLC | 13 | 13 | 0.06% | 0.74% | 1.84% | Q2 2021 | Q2 2024 | 13 |
MV CAPITAL MANAGEMENT, INC. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2024 | 13 |
Lebenthal Global Advisors, LLC | 10 | 2 | 0.05% | 0.15% | 0.23% | Q4 2020 | Q2 2024 | 12 |
Steward Partners Investment Advisory, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 12 |
Perigon Wealth Management, LLC | 7 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2024 | 12 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 12 | 12 | 0.99% | 1.57% | 3.95% | Q3 2021 | Q2 2024 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
SFI Advisors, LLC | 11 | 11 | 0.88% | 2.51% | 6.13% | Q4 2021 | Q2 2024 | 11 |
NATIONAL BANK OF CANADA /FI/ | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 11 |
BREITER CAPITAL MANAGEMENT INC | 10 | 1 | 0.63% | 1.11% | 1.89% | Q3 2018 | Q1 2022 | 11 |
MinichMacGregor Wealth Management, LLC | 5 | 2 | 0.00% | 0.10% | 0.18% | Q2 2018 | Q2 2024 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.06% | 0.07% | 0.18% | Q2 2018 | Q4 2020 | 11 |
Ulland Investment Advisors, LLC | 11 | 11 | 0.12% | 0.91% | 2.63% | Q4 2021 | Q2 2024 | 11 |
TRUIST FINANCIAL CORP | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2024 | 11 |
VALLEY NATIONAL ADVISERS INC | 9 | 2 | 0.00% | 0.05% | 0.30% | Q2 2018 | Q2 2024 | 11 |
Financial Advocates Investment Management | 6 | 1 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q2 2024 | 11 |
Vigilant Capital Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
Koshinski Asset Management, Inc. | 7 | 3 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q2 2024 | 10 |
Belpointe Asset Management LLC | 5 | 2 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q2 2024 | 10 |
Atria Wealth Solutions, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2024 | 10 |
JPMORGAN CHASE & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2021 | 10 |
1832 Asset Management L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 10 |
Certified Advisory Corp | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 10 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2024 | 10 |
CWM, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
Valley Brook Capital Group, Inc. | 6 | 1 | 0.10% | 0.28% | 0.48% | Q4 2020 | Q2 2024 | 9 |
Institute for Wealth Management, LLC. | 4 | 1 | 0.02% | 0.04% | 0.04% | Q4 2019 | Q2 2024 | 9 |
Neuberger Berman Group LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2024 | 9 |
GOLDMAN SACHS GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2023 | 9 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 9 | 9 | 0.68% | 1.39% | 2.24% | Q1 2021 | Q1 2023 | 9 |
Capstone Triton Financial Group, LLC | 9 | 9 | 0.62% | 0.91% | 1.06% | Q2 2022 | Q2 2024 | 9 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 9 | 9 | 0.77% | 0.87% | 1.03% | Q1 2021 | Q1 2023 | 9 |
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 9 |
Snowden Capital Advisors LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 9 |
Strategic Blueprint, LLC | 9 | 9 | 0.07% | 0.11% | 0.16% | Q2 2022 | Q2 2024 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q4 2021 | 9 |
DB Wealth Management Group, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 8 |
Madrona Financial Services, LLC | 8 | 8 | 1.68% | 2.08% | 2.34% | Q4 2020 | Q3 2022 | 8 |
TUCKER ASSET MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2024 | 8 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2024 | 8 |
LINCOLN NATIONAL CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Hilltop Holdings Inc. | 6 | 1 | 0.02% | 0.08% | 0.42% | Q2 2018 | Q2 2024 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q3 2022 | Q2 2024 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Belvedere Trading LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2020 | 7 |
PROFESSIONAL PLANNING | 4 | 1 | 0.15% | 0.45% | 0.89% | Q2 2018 | Q3 2021 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Cetera Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 7 |
NewEdge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
WASHINGTON TRUST Co | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2024 | 7 |
Addison Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 7 |
Jackson Financial Management | 7 | 7 | 0.81% | 1.95% | 2.54% | Q2 2018 | Q4 2019 | 7 |
Axiom Investment Management LLC | 4 | 3 | 0.02% | 0.07% | 0.14% | Q1 2019 | Q1 2021 | 7 |
Prospera Financial Services Inc | 5 | 2 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q2 2024 | 7 |
Y.D. More Investments Ltd | 6 | 6 | 0.06% | 0.09% | 0.10% | Q1 2023 | Q2 2024 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
CIBC WORLD MARKET INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Sargent Bickham Lagudis LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
DAVENPORT & Co LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 6 |
Venturi Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
Aptus Capital Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 6 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2024 | 6 |
Kestra Advisory Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
Sigma Planning Corp | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 6 |
BLAIR WILLIAM & CO/IL | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 6 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q2 2024 | 6 |
BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.00% | 0.06% | 0.16% | Q3 2022 | Q2 2024 | 6 |
FIRST FOUNDATION ADVISORS | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q2 2024 | 5 |
Western Financial Corp/CA | 5 | 5 | 0.22% | 0.24% | 0.25% | Q2 2023 | Q2 2024 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
IBEX WEALTH ADVISORS | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2022 | 5 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q2 2024 | 5 |
Farther Finance Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q2 2024 | 5 |
Millington Financial Advisors, LLC | 5 | 5 | 2.83% | 3.16% | 3.57% | Q2 2023 | Q2 2024 | 5 |
IMC-Chicago, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 1.84% | 2.03% | 2.28% | Q4 2020 | Q4 2021 | 5 |
Carr Financial Group Corp | 5 | 5 | 0.10% | 0.17% | 0.26% | Q2 2023 | Q2 2024 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Valeo Financial Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 5 |
FDx Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Argent Trust Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 5 |
AE Wealth Management LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
StoneX Group Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Nilsine Partners, LLC | 5 | 5 | 0.20% | 0.23% | 0.25% | Q2 2023 | Q2 2024 | 5 |
WMG Financial Advisors, LLC | 3 | 2 | 0.12% | 0.38% | 0.83% | Q4 2021 | Q2 2024 | 5 |
Federation des caisses Desjardins du Quebec | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 5 |
One Capital Management, LLC | 4 | 1 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q2 2024 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FLOW TRADERS U.S. LLC | 4 | 4 | 0.05% | 0.07% | 0.13% | Q1 2022 | Q4 2022 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
NBC SECURITIES, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.03% | 0.03% | 0.05% | Q3 2018 | Q2 2019 | 4 |
Diversified, LLC | 4 | 4 | 0.13% | 0.17% | 0.23% | Q4 2020 | Q3 2021 | 4 |
Compagnie Lombard Odier SCmA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 4 |
Ashton Thomas Private Wealth, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q3 2023 | Q2 2024 | 4 |
Global Retirement Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 4 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2023 | 4 |
ICA Group Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q2 2024 | 4 |
Parallel Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 4 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 4 |
Rockefeller Capital Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 4 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
IFG Advisory, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2024 | 4 |
SIGNATUREFD, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
IHT Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 3 |
MONTAG A & ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
OLD MISSION CAPITAL LLC | 3 | 3 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q2 2022 | 3 |
Affiance Financial, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q2 2024 | 3 |
Psagot Value Holdings Ltd. | 3 | 3 | 0.16% | 0.34% | 0.50% | Q1 2021 | Q3 2021 | 3 |
Main Street Group, LTD | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2023 | Q2 2024 | 3 |
KKM Financial LLC | 3 | 3 | 0.33% | 0.36% | 0.38% | Q4 2023 | Q2 2024 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.56% | 1.04% | 1.41% | Q2 2018 | Q2 2024 | 3 |
Northwest Financial Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.75% | 1.20% | 2.11% | Q2 2020 | Q1 2021 | 3 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 3 |
Aspect Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2023 | Q2 2024 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MARSHALL WACE, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q4 2020 | 2 |
North Star Investment Management Corp. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
WealthShield Partners, LLC | 2 | 2 | 1.62% | 1.98% | 2.35% | Q3 2021 | Q4 2021 | 2 |
CoreCap Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2024 | Q2 2024 | 2 |
CIBC Private Wealth Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
DRW Securities, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2024 | Q2 2024 | 2 |
Bright Futures Wealth Management, LLC. | 2 | 2 | 0.33% | 0.36% | 0.39% | Q1 2024 | Q2 2024 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Frazier Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q1 2024 | 2 |
PFG Investments, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2024 | Q2 2024 | 2 |
Ayalon Insurance Comp Ltd. | 2 | 2 | 0.10% | 0.13% | 0.15% | Q1 2021 | Q2 2021 | 2 |
Financial Architects, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.12% | 0.23% | Q2 2018 | Q2 2024 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
G&S Capital LLC | 2 | 2 | 0.16% | 0.20% | 0.23% | Q2 2018 | Q3 2018 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
PROVENCE WEALTH MANAGEMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
DHJJ Financial Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Transcendent Capital Group LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2024 | Q2 2024 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 2.37% | 2.48% | 2.59% | Q4 2018 | Q1 2019 | 2 |
Black Swift Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Golden State Equity Partners | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CMC Financial Group | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2020 | Q4 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2024 | Q2 2024 | 1 |
Trek Financial, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2024 | Q2 2024 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Sensato Investors LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2018 | Q2 2018 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Brookstone Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Concentrum Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tidemark, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2018 | Q2 2018 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
JDM Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Advisor OS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
BENNETT SELBY INVESTMENTS LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Capital Square, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2024 | Q1 2024 | 1 |
BANK HAPOALIM BM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 3.60% | 3.60% | 3.60% | Q4 2021 | Q4 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2024 | Q2 2024 | 1 |
Advisor Resource Council | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Occidental Asset Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2018 | Q2 2018 | 1 |
NORTHSTAR WEALTH PARTNERS LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2018 | Q2 2018 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 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.