| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
| UBS Group AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 7 |
| Bison Wealth, LLC | 7 | 7 | 0.43% | 1.31% | 2.70% | Q1 2022 | Q3 2023 | 7 |
| OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 6 |
| Advocacy Wealth Management Services, LLC | 4 | 4 | 4.53% | 7.07% | 8.18% | Q4 2022 | Q3 2023 | 4 |
| JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
| JPMORGAN CHASE & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Family Asset Management, LLC | 3 | 3 | 0.12% | 0.16% | 0.25% | Q4 2022 | Q2 2023 | 3 |
| Consolidated Portfolio Review Corp | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
| GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
| Truadvice, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
| Kades & Cheifetz LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
| Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own LISTED FD TR or have owned LISTED FD TR in the past.