Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Advisors, LLC | 41 | 41 | 0.00% | 0.05% | 0.32% | Q4 2013 | Q4 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 31 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 23 | 1 | 0.02% | 0.84% | 1.67% | Q2 2013 | Q3 2023 | 39 |
Private Advisor Group, LLC | 21 | 17 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 38 |
GUGGENHEIM CAPITAL LLC | 34 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 34 |
LPL Financial LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 30 |
E&G Advisors, LP | 29 | 29 | 0.07% | 0.17% | 0.29% | Q3 2016 | Q3 2023 | 29 |
Saba Capital Management, L.P. | 20 | 1 | 0.01% | 1.05% | 2.94% | Q3 2013 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2019 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2022 | 27 |
HighTower Advisors, LLC | 18 | 1 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 27 |
Advisors Asset Management, Inc. | 19 | 7 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2020 | 26 |
Clear Harbor Asset Management, LLC | 22 | 3 | 0.00% | 0.04% | 0.05% | Q4 2014 | Q4 2021 | 25 |
Fiera Capital Corp | 13 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 25 |
Matisse Capital | 15 | 3 | 0.07% | 1.46% | 3.58% | Q4 2015 | Q3 2023 | 25 |
Formidable Asset Management, LLC | 11 | 1 | 0.00% | 0.07% | 0.37% | Q3 2013 | Q3 2023 | 25 |
GOLDMAN SACHS GROUP INC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q2 2020 | 25 |
EVERGREEN CAPITAL MANAGEMENT LLC | 24 | 24 | 0.00% | 0.02% | 0.12% | Q4 2017 | Q3 2023 | 24 |
WHITTIER TRUST CO OF NEVADA INC | 22 | 2 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2020 | 24 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 23 | 23 | 0.02% | 0.40% | 2.81% | Q1 2014 | Q3 2019 | 23 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 12 | 1 | 0.01% | 0.28% | 0.87% | Q2 2013 | Q2 2021 | 23 |
SHEPHERD KAPLAN KROCHUK, LLC | 10 | 1 | 0.03% | 0.15% | 0.38% | Q2 2013 | Q2 2022 | 22 |
Cambridge Investment Research Advisors, Inc. | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 21 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.25% | 0.37% | 0.56% | Q1 2016 | Q4 2020 | 20 |
Penn Mutual Asset Management, LLC | 12 | 8 | 3.85% | 7.06% | 17.71% | Q3 2018 | Q3 2023 | 20 |
CITIGROUP INC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 20 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 20 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 20 |
DOLIVER ADVISORS, LP | 6 | 2 | 0.03% | 0.53% | 1.51% | Q1 2013 | Q3 2018 | 19 |
Thomas J. Herzfeld Advisors, Inc. | 12 | 2 | 0.02% | 0.59% | 1.72% | Q2 2013 | Q3 2023 | 19 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.01% | 0.05% | 0.17% | Q1 2015 | Q3 2023 | 18 |
Edge Wealth Management LLC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q2 2018 | 18 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 16 |
DEUTSCHE BANK AG\ | 12 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2017 | 16 |
HUNTINGTON NATIONAL BANK | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2010 | Q3 2020 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Vident Investment Advisory, LLC | 15 | 15 | 0.29% | 0.47% | 0.69% | Q2 2015 | Q4 2018 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
PENN MUTUAL LIFE INSURANCE CO | 15 | 15 | 4.78% | 9.50% | 14.46% | Q4 2014 | Q2 2018 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2020 | 14 |
BlackRock Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 14 |
6 Meridian | 8 | 1 | 0.04% | 0.07% | 0.08% | Q4 2017 | Q4 2021 | 14 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 13 | 13 | 0.03% | 0.05% | 0.14% | Q4 2016 | Q4 2019 | 13 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2021 | 13 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2022 | 13 |
Baird Financial Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2018 | 13 |
NORTHERN TRUST CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 13 |
Cresset Asset Management, LLC | 10 | 1 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 13 |
Mirae Asset Global Investments Co., Ltd. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 13 |
FOSTER & MOTLEY INC | 13 | 13 | 0.03% | 0.51% | 1.23% | Q2 2013 | Q2 2016 | 13 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 13 |
Shaker Financial Services, LLC | 3 | 1 | 0.06% | 0.36% | 1.69% | Q2 2013 | Q2 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Neuberger Berman Group LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
American Portfolios Advisors | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
B. Riley Wealth Advisors, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cardan Capital Partners, LLC | 8 | 4 | 0.02% | 0.09% | 0.15% | Q1 2016 | Q4 2019 | 12 |
BANK OF MONTREAL /CAN/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 12 |
Cordasco Financial Network | 12 | 12 | 0.00% | 0.35% | 1.19% | Q4 2013 | Q3 2016 | 12 |
Creative Planning | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 12 |
Global X Management CO LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2018 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
WFG Advisors, LP | 10 | 1 | 0.00% | 0.12% | 0.28% | Q2 2013 | Q2 2017 | 11 |
BCWM, LLC | 6 | 5 | 0.64% | 1.78% | 2.35% | Q2 2014 | Q1 2017 | 11 |
Atlantic Union Bankshares Corp | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
STIFEL FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 11 |
US BANCORP \DE\ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2018 | 11 |
FIFTH THIRD BANCORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 11 |
BB&T SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 11 |
Altium Wealth Management LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
Global Endowment Management, LP | 10 | 1 | 0.02% | 0.09% | 0.16% | Q4 2013 | Q1 2019 | 11 |
Elite Wealth Management, Inc. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2012 | Q3 2016 | 10 |
Tortoise Investment Management, LLC | 10 | 10 | 0.13% | 0.56% | 0.87% | Q2 2021 | Q3 2023 | 10 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2016 | 10 |
IFP Advisors, Inc | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 10 |
Walleye Capital LLC | 8 | 2 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q3 2023 | 10 |
RATIONAL ADVISORS LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2010 | Q1 2013 | 9 |
Quadrant Private Wealth Management, LLC | 9 | 9 | 1.49% | 1.82% | 2.21% | Q4 2017 | Q4 2019 | 9 |
Quantedge Capital Pte Ltd | 9 | 9 | 0.12% | 0.47% | 1.16% | Q4 2020 | Q4 2022 | 9 |
RMB Capital Management, LLC | 4 | 1 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q4 2020 | 9 |
SIGNATUREFD, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 9 |
Eudaimonia Partners, LLC | 6 | 3 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q1 2023 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 9 | 0.10% | 0.62% | 1.06% | Q2 2013 | Q2 2015 | 9 |
DAVENPORT & Co LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 9 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
Almitas Capital LLC | 7 | 1 | 0.36% | 1.00% | 1.63% | Q4 2018 | Q3 2023 | 9 |
SeaCrest Wealth Management, LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q4 2019 | 9 |
Oasis Management Co Ltd. | 8 | 1 | 0.00% | 0.13% | 1.12% | Q4 2015 | Q1 2018 | 9 |
TFS CAPITAL LLC | 4 | 1 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q1 2017 | 9 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 9 |
Octavia Wealth Advisors, LLC | 4 | 2 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 9 |
ClearBridge Investments | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Bramshill Investments, LLC | 8 | 8 | 0.12% | 0.25% | 0.66% | Q2 2018 | Q1 2020 | 8 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2023 | 8 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 8 |
GABLES CAPITAL MANAGEMENT INC. | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 8 |
FIRST TRUST ADVISORS LP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
D.A. DAVIDSON & CO. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.05% | 0.09% | 0.12% | Q4 2013 | Q3 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Penserra Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
Ironsides Asset Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
BARCLAYS PLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Accuvest Global Advisors | 7 | 7 | 0.21% | 0.29% | 0.43% | Q1 2017 | Q3 2018 | 7 |
PANAGORA ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2020 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Gradient Investments LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q1 2018 | 7 |
Pekin Hardy Strauss, Inc. | 4 | 3 | 0.02% | 0.07% | 0.12% | Q3 2021 | Q3 2023 | 7 |
Walleye Trading LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Weiss Asset Management LP | 2 | 1 | 0.01% | 0.13% | 0.56% | Q4 2014 | Q4 2021 | 7 |
Family Management Corp | 7 | 7 | 0.02% | 0.15% | 0.23% | Q4 2018 | Q2 2020 | 7 |
MURPHY CAPITAL MANAGEMENT INC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Powell Investment Advisors, LLC | 6 | 6 | 0.05% | 0.11% | 0.15% | Q4 2019 | Q1 2021 | 6 |
MML INVESTORS SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2018 | 6 |
NEXT Financial Group, Inc | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2017 | 6 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 6 |
PenderFund Capital Management Ltd. | 6 | 6 | 0.08% | 1.09% | 1.88% | Q2 2022 | Q3 2023 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q2 2015 | 6 |
FNY Investment Advisers, LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2021 | 6 |
Foresight Wealth Management, LLC | 6 | 6 | 0.01% | 0.05% | 0.10% | Q2 2021 | Q3 2022 | 6 |
Bulldog Investors, LLP | 6 | 6 | 0.10% | 0.29% | 0.64% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Logan Stone Capital, LLC | 6 | 6 | 0.12% | 0.27% | 0.41% | Q4 2021 | Q1 2023 | 6 |
KING INVESTMENT ADVISORS INC/TX | 6 | 6 | 0.09% | 0.11% | 0.13% | Q3 2013 | Q4 2014 | 6 |
Chevy Chase Trust Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Virtu Financial LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2022 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.02% | 0.12% | 0.35% | Q4 2015 | Q1 2018 | 5 |
CUE ADVISORY SERVICES, INC. | 5 | 5 | 0.06% | 0.18% | 0.30% | Q4 2014 | Q4 2015 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2016 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 5 |
CTC Capital Management, LLC | 4 | 1 | 0.05% | 0.12% | 0.22% | Q4 2021 | Q1 2023 | 5 |
Oxbow Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2014 | 5 |
JPMORGAN CHASE & CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 5 |
REGIONS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 5 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 4 |
Rock Point Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q3 2013 | Q2 2014 | 4 |
SENTINEL TRUST CO LBA | 4 | 4 | 0.05% | 0.07% | 0.10% | Q3 2015 | Q2 2016 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Karpus Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 4 |
OPPENHEIMER & CO INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
Kamunting Street Capital Management, L.P. | 4 | 4 | 0.46% | 0.74% | 0.96% | Q2 2014 | Q1 2015 | 4 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 4 | 4 | 2.82% | 3.65% | 4.02% | Q4 2013 | Q3 2014 | 4 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.10% | 0.16% | 0.21% | Q4 2013 | Q3 2014 | 4 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
1919 Investment Counsel, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
FNY Managed Accounts LLC | 2 | 1 | 0.03% | 0.65% | 1.68% | Q4 2013 | Q4 2015 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2016 | 4 |
Allen Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 1 | 0.02% | 0.04% | 0.04% | Q1 2015 | Q2 2016 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
CEDAR HILL ASSOCIATES, LLC | 3 | 3 | 0.16% | 0.19% | 0.20% | Q2 2013 | Q4 2013 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 3 | 0.04% | 0.51% | 1.41% | Q3 2013 | Q1 2014 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
SIT INVESTMENT ASSOCIATES INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Quad-Cities Investment Group, LLC | 2 | 1 | 0.01% | 0.07% | 0.14% | Q1 2018 | Q3 2019 | 3 |
HSBC HOLDINGS PLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2012 | Q3 2012 | 3 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Atlas Wealth LLC | 3 | 3 | 0.02% | 0.06% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2021 | 3 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q1 2017 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Gramercy Funds Management LLC | 2 | 1 | 0.04% | 0.12% | 0.16% | Q4 2015 | Q4 2017 | 3 |
TRUEWEALTH LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Rise Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Opera Trading Capital | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
GoldenTree Asset Management | 3 | 3 | 0.30% | 0.61% | 1.02% | Q1 2016 | Q3 2016 | 3 |
1607 Capital Partners, LLC | 3 | 3 | 0.11% | 0.14% | 0.18% | Q2 2013 | Q4 2013 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CORNERSTONE ADVISORS INC | 3 | 3 | 0.08% | 0.55% | 1.19% | Q2 2013 | Q4 2013 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 0.09% | 0.13% | 0.15% | Q4 2018 | Q2 2019 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Elequin Capital, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 3 |
Vanguard Capital Wealth Advisors | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
CTC Alternative Strategies, Ltd. | 2 | 1 | 0.10% | 0.20% | 0.38% | Q4 2014 | Q3 2023 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
TWO SIGMA SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
JD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2015 | Q2 2016 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.21% | 0.25% | 0.28% | Q2 2015 | Q4 2015 | 3 |
HEADINVEST, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 2 |
RENAISSANCE GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 2 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q1 2019 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Highlander Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Ionic Capital Management LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2017 | Q4 2021 | 2 |
Jump Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
VSR Financial Services, Inc. | 1 | 1 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q4 2013 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
WESTERN INVESTMENT LLC | 1 | 1 | 2.72% | 2.72% | 2.72% | Q2 2013 | Q2 2013 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EJF Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Destination Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Heritage Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2016 | Q2 2016 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Mount Lucas Management LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2014 | Q1 2014 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2016 | Q4 2016 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
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This page lists all the filers that currently own MORGAN STANLEY EM MKTS DM DE or have owned MORGAN STANLEY EM MKTS DM DE in the past.