Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 30 |
WELLS FARGO & COMPANY/MN | 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 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
SignalPoint Asset Management, LLC | 22 | 22 | 0.27% | 0.42% | 0.55% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.01% | 0.27% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
GLENMEDE TRUST CO NA | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 21 | 21 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 21 |
BROWN ADVISORY INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
OneDigital Investment Advisors LLC | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Concentrum Wealth Management | 20 | 20 | 0.16% | 0.33% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 15 | 4 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 19 |
IHT Wealth Management, LLC | 19 | 19 | 0.08% | 0.11% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Tower Research Capital LLC (TRC) | 11 | 2 | 0.01% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 18 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
FMR LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
CAPTRUST FINANCIAL ADVISORS | 13 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
EXANE DERIVATIVES | 17 | 17 | 0.03% | 0.06% | 0.24% | Q2 2018 | Q2 2022 | 17 |
Geneos Wealth Management Inc. | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 17 |
MML INVESTORS SERVICES, LLC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 17 |
AE Wealth Management LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 17 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 16 |
EP Wealth Advisors, LLC | 8 | 3 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q3 2023 | 15 |
BEAM WEALTH ADVISORS, INC. | 15 | 15 | 0.24% | 1.66% | 2.44% | Q1 2020 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CIBC WORLD MARKET INC. | 10 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
NEXT Financial Group, Inc | 7 | 6 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q4 2021 | 13 |
Transamerica Financial Advisors, Inc. | 6 | 2 | 0.00% | 0.42% | 2.30% | Q2 2018 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
GOLDMAN SACHS GROUP INC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 13 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 13 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
Global Retirement Partners, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Tradition Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q2 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 11 | 11 | 0.00% | 0.16% | 1.05% | Q4 2020 | Q2 2023 | 11 |
PFG Advisors | 11 | 11 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
SkyView Investment Advisors, LLC | 11 | 11 | 0.06% | 0.09% | 0.16% | Q4 2020 | Q2 2023 | 11 |
Perigon Wealth Management, LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q2 2023 | 11 |
FLOW TRADERS U.S. LLC | 8 | 1 | 0.01% | 0.06% | 0.17% | Q3 2020 | Q3 2023 | 11 |
Cavalier Investments, LLC | 10 | 1 | 0.62% | 1.75% | 2.06% | Q3 2018 | Q1 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Certified Advisory Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 10 |
RPg Family Wealth Advisory, LLC | 6 | 4 | 0.01% | 2.15% | 2.99% | Q3 2019 | Q1 2022 | 10 |
CALTON & ASSOCIATES, INC. | 6 | 4 | 0.13% | 0.32% | 0.62% | Q2 2018 | Q2 2022 | 10 |
Riggs Asset Managment Co. Inc. | 6 | 4 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q3 2021 | 10 |
Accel Wealth Management | 10 | 10 | 0.05% | 0.11% | 0.20% | Q4 2020 | Q1 2023 | 10 |
IFP Advisors, Inc | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 10 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Western Wealth Management, LLC | 5 | 4 | 0.05% | 0.17% | 0.33% | Q2 2020 | Q3 2022 | 9 |
Destiny Wealth Partners, LLC | 8 | 8 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MATRIX PRIVATE CAPITAL GROUP LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
JANE STREET GROUP, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 1.28% | 2.18% | 2.76% | Q4 2021 | Q3 2023 | 8 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 8 |
HighTower Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q4 2020 | 8 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q4 2020 | 7 |
AVAII WEALTH MANAGEMENT, LLC | 7 | 7 | 0.18% | 0.23% | 0.32% | Q4 2021 | Q2 2023 | 7 |
Prospera Financial Services Inc | 6 | 1 | 0.02% | 0.12% | 0.22% | Q3 2020 | Q2 2022 | 7 |
KINGS POINT CAPITAL MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
B. Riley Wealth Advisors, Inc. | 4 | 3 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q4 2020 | 7 |
Ulland Investment Advisors, LLC | 7 | 7 | 1.31% | 1.70% | 2.01% | Q4 2021 | Q2 2023 | 7 |
Qube Research & Technologies Ltd | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.17% | 0.54% | Q4 2020 | Q4 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
StoneX Group Inc. | 7 | 7 | 0.04% | 0.17% | 0.73% | Q2 2020 | Q4 2021 | 7 |
Cetera Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2022 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.19% | 0.35% | 0.40% | Q2 2022 | Q3 2023 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2022 | 6 |
STEPHENS INC /AR/ | 4 | 2 | 0.01% | 0.06% | 0.09% | Q3 2018 | Q2 2020 | 6 |
FourThought Financial, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.37% | 1.74% | Q2 2018 | Q1 2022 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
First Capital Advisors Group, LLC. | 5 | 1 | 0.13% | 0.16% | 0.22% | Q3 2018 | Q2 2023 | 6 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
NWAM LLC | 3 | 2 | 0.23% | 0.33% | 0.42% | Q2 2019 | Q1 2021 | 5 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 5 | 5 | 0.29% | 0.37% | 0.48% | Q1 2021 | Q1 2022 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2022 | 5 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 5 |
Founders Financial Alliance, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
SFI Advisors, LLC | 5 | 5 | 1.09% | 2.39% | 2.84% | Q3 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2020 | 5 |
Baird Financial Group, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 5 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.01% | 0.10% | 0.15% | Q2 2018 | Q2 2021 | 5 |
Systelligence, LLC | 5 | 5 | 0.13% | 0.45% | 0.92% | Q2 2020 | Q2 2021 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lebenthal Global Advisors, LLC | 3 | 1 | 0.09% | 0.15% | 0.23% | Q4 2020 | Q4 2021 | 4 |
SIGNATUREFD, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2021 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
BANK HAPOALIM BM | 4 | 4 | 0.02% | 0.08% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Financial Management Professionals, Inc. | 2 | 2 | 1.44% | 1.84% | 2.22% | Q2 2018 | Q4 2020 | 4 |
IFG Advisory, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 4 |
MTM Investment Management, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 4 |
PFS Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SPC Financial, Inc. | 2 | 1 | 0.04% | 0.05% | 0.07% | Q3 2018 | Q2 2020 | 4 |
Insight Advisors, LLC/ PA | 4 | 4 | 0.09% | 0.13% | 0.17% | Q4 2020 | Q3 2021 | 4 |
SP Asset Management | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.75% | 1.59% | 3.22% | Q2 2018 | Q4 2019 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Psagot Value Holdings Ltd. | 3 | 3 | 0.03% | 0.06% | 0.12% | Q1 2021 | Q3 2021 | 3 |
Sutton Wealth Advisors Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
WMG Financial Advisors, LLC | 3 | 3 | 0.20% | 0.35% | 0.47% | Q4 2021 | Q2 2022 | 3 |
American Financial Network Advisory Services LLC | 3 | 3 | 0.29% | 0.31% | 0.33% | Q2 2018 | Q4 2018 | 3 |
Total Clarity Wealth Management, Inc. | 3 | 3 | 0.18% | 0.22% | 0.26% | Q1 2021 | Q3 2021 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q1 2021 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 3 |
MILLENNIUM MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Demars Financial Group, LLC | 3 | 3 | 1.22% | 1.24% | 1.29% | Q4 2020 | Q2 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.00% | 0.07% | 0.11% | Q2 2018 | Q4 2020 | 3 |
Sunbelt Securities, Inc. | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Asset Allocation Strategies LLC | 2 | 1 | 0.16% | 0.21% | 0.29% | Q4 2022 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Private Advisory Group LLC | 2 | 1 | 0.30% | 0.59% | 0.86% | Q2 2018 | Q2 2020 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Collaborative Wealth Managment Inc. | 1 | 1 | 0.35% | 0.41% | 0.46% | Q1 2021 | Q2 2022 | 3 |
G&S Capital LLC | 2 | 2 | 2.53% | 2.59% | 2.65% | Q2 2018 | Q3 2018 | 2 |
Baron Financial Group, LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q3 2022 | Q4 2022 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Ayalon Insurance Comp Ltd. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q3 2018 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.61% | 0.63% | 0.65% | Q1 2021 | Q2 2021 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2018 | Q1 2019 | 2 |
Old Port Advisors | 2 | 2 | 0.30% | 0.31% | 0.33% | Q4 2018 | Q1 2019 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Fulcrum Equity Management | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2020 | Q2 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EATON VANCE MANAGEMENT | 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 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Cooper Financial Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q2 2020 | Q2 2020 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2020 | Q2 2020 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
SMITH, MOORE & CO. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 2.78% | 2.78% | 2.78% | Q2 2020 | Q2 2020 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2021 | Q2 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
NORTHSTAR WEALTH PARTNERS LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2018 | Q2 2018 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BARCLAYS PLC | 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.