Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 45 |
Citadel Advisors | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 44 |
Cutler Group LLC / CA | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 38 |
JANE STREET GROUP, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LINCOLN NATIONAL CORP | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Mirae Asset Global Investments Co., Ltd. | 22 | 22 | 0.00% | 0.03% | 0.13% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
B. Riley Wealth Advisors, Inc. | 22 | 22 | 0.01% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
PRUDENTIAL PLC | 21 | 21 | 0.04% | 0.09% | 0.17% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Advisory Services Network, LLC | 8 | 4 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 20 |
Asset Management One Co., Ltd. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
ROYAL BANK OF CANADA | 15 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
Tower Research Capital LLC (TRC) | 16 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
FIRST NATIONAL CORP /MA/ /ADV | 16 | 2 | 0.02% | 1.52% | 3.13% | Q4 2018 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 5 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 18 |
Private Advisor Group, LLC | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 17 |
BANK OF AMERICA CORP /DE/ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
REILLY FINANCIAL ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
McIlrath & Eck, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 14 |
SIMPLEX TRADING, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 14 |
MML INVESTORS SERVICES, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
JPMORGAN CHASE & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
CITIGROUP INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
OPPENHEIMER & CO INC | 7 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
American Portfolios Advisors | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 11 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 11 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 11 |
PFG Advisors | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
People's United Financial, Inc. | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2021 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
AJ WEALTH STRATEGIES, LLC | 6 | 4 | 0.01% | 0.06% | 0.23% | Q2 2020 | Q2 2023 | 10 |
Virtue Capital Management, LLC | 7 | 3 | 0.04% | 0.18% | 0.38% | Q1 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HighTower Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
IndexIQ Advisors LLC | 7 | 1 | 0.00% | 0.06% | 0.12% | Q3 2018 | Q4 2021 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 7 | 2 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 9 |
IMC-Chicago, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 9 |
Human Investing LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 9 |
NewEdge Advisors, LLC | 5 | 4 | 0.00% | 0.10% | 0.23% | Q2 2021 | Q3 2023 | 9 |
Arrow Investment Advisors, LLC | 7 | 2 | 0.19% | 0.27% | 0.37% | Q2 2018 | Q3 2022 | 9 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 9 |
WealthShield Partners, LLC | 6 | 3 | 0.00% | 0.14% | 0.29% | Q1 2021 | Q3 2023 | 9 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 8 |
Quent Capital, LLC | 8 | 8 | 0.10% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 8 |
Venturi Wealth Management, LLC | 8 | 8 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Dorsey Wright & Associates | 6 | 2 | 0.02% | 0.75% | 1.37% | Q2 2018 | Q2 2022 | 8 |
STIFEL FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 8 |
Harvest Fund Management Co., Ltd | 8 | 8 | 0.15% | 0.57% | 2.47% | Q2 2018 | Q1 2020 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Arkadios Wealth Advisors | 6 | 1 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q3 2021 | 7 |
EWG Elevate Inc. | 7 | 7 | 0.07% | 0.10% | 0.14% | Q1 2021 | Q3 2022 | 7 |
Spire Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
FIFTH THIRD SECURITIES, INC. | 4 | 3 | 0.08% | 0.36% | 0.72% | Q2 2021 | Q1 2023 | 7 |
Brown Miller Wealth Management, LLC | 7 | 7 | 0.25% | 0.32% | 0.40% | Q1 2021 | Q3 2022 | 7 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
E Fund Management Co., Ltd. | 6 | 1 | 0.14% | 0.47% | 1.60% | Q1 2021 | Q4 2022 | 7 |
Narus Financial Partners, LLC | 7 | 7 | 1.20% | 1.55% | 2.07% | Q1 2022 | Q3 2023 | 7 |
US BANCORP \DE\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q1 2021 | 7 |
Qube Research & Technologies Ltd | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Joseph P. Lucia & Associates, LLC | 6 | 6 | 0.01% | 0.04% | 0.20% | Q1 2019 | Q2 2020 | 6 |
NewSquare Capital LLC | 6 | 6 | 0.00% | 0.34% | 0.96% | Q2 2021 | Q3 2022 | 6 |
Aveo Capital Partners, LLC | 3 | 1 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 6 |
Steward Partners Investment Advisory, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 6 |
Concentrum Wealth Management | 6 | 6 | 1.27% | 1.58% | 1.76% | Q1 2021 | Q2 2022 | 6 |
Retirement Group, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 6 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 6 | 6 | 2.61% | 3.39% | 4.21% | Q2 2018 | Q3 2019 | 6 |
Baron Financial Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Finer Wealth Management, Inc. | 6 | 6 | 0.22% | 0.29% | 0.34% | Q4 2021 | Q1 2023 | 6 |
INSIGHT 2811, INC. | 4 | 2 | 0.07% | 0.17% | 0.27% | Q4 2020 | Q2 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Vectors Research Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
OXFORD FINANCIAL GROUP, LTD. LLC | 5 | 5 | 0.06% | 0.10% | 0.13% | Q1 2020 | Q1 2021 | 5 |
FIFTH THIRD BANCORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Integrated Wealth Concepts LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.07% | 0.15% | Q1 2019 | Q2 2021 | 5 |
Kingsview Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 5 |
NORTHERN TRUST CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
PSI Advisors, LLC | 2 | 2 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q4 2021 | 4 |
MBM Wealth Consultants, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Invesco Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.24% | 0.36% | 0.54% | Q2 2018 | Q2 2022 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tradewinds Capital Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Merk Investments LLC | 4 | 4 | 0.06% | 0.13% | 0.19% | Q2 2022 | Q1 2023 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Independent Advisor Alliance | 3 | 1 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q2 2021 | 4 |
MANCHESTER FINANCIAL INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q4 2018 | Q2 2019 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2020 | 3 |
New Century Advisors, LLC | 3 | 3 | 0.39% | 2.60% | 6.23% | Q4 2021 | Q2 2022 | 3 |
Virtu Financial LLC | 2 | 1 | 0.03% | 0.15% | 0.24% | Q2 2018 | Q1 2019 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q2 2022 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.16% | 0.46% | 0.85% | Q1 2022 | Q1 2023 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Hutchens & Kramer Investment Management Group, LLC | 3 | 3 | 0.60% | 0.78% | 1.08% | Q4 2021 | Q2 2022 | 3 |
Private Advisory Group LLC | 1 | 1 | 0.04% | 0.33% | 0.86% | Q3 2018 | Q3 2022 | 3 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.06% | 0.10% | 0.15% | Q1 2020 | Q2 2020 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Allegheny Financial Group LTD | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Verition Fund Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.11% | 0.14% | 0.17% | Q2 2018 | Q3 2018 | 2 |
Jenkins Wealth | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 8.56% | 8.66% | 8.77% | Q2 2018 | Q3 2018 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 2 |
Darwin Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
RAYMOND JAMES & ASSOCIATES | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q4 2019 | 2 |
XR Securities LLC | 1 | 1 | 0.08% | 0.50% | 0.92% | Q2 2018 | Q2 2020 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q4 2018 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 2 |
Burns Matteson Capital Management, LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q2 2022 | Q3 2022 | 2 |
Clarus Wealth Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.23% | 1.13% | 2.03% | Q1 2022 | Q2 2022 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Wealth Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Hennion & Walsh Asset Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Savior LLC | 1 | 1 | 9.14% | 9.14% | 9.14% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2018 | Q4 2018 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HAP Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
AMERICAN NATIONAL 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 DB MULTI-SECTOR COMM or have owned INVESCO DB MULTI-SECTOR COMM in the past.