Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 39 | 39 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2022 | 39 |
FIRST TRUST ADVISORS LP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 39 |
BANK OF AMERICA CORP /DE/ | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
HighTower Advisors, LLC | 39 | 39 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2022 | 39 |
ROYAL BANK OF CANADA | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
WELLS FARGO & COMPANY/MN | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 39 |
AMERIPRISE FINANCIAL INC | 37 | 37 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 37 |
CITY HOLDING CO | 37 | 37 | 0.01% | 0.08% | 0.25% | Q4 2013 | Q4 2022 | 37 |
VAN ECK ASSOCIATES CORP | 37 | 37 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2022 | 37 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 36 |
GUGGENHEIM CAPITAL LLC | 35 | 35 | 0.00% | 0.02% | 0.07% | Q2 2014 | Q4 2022 | 35 |
UBS Group AG | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2022 | 33 |
Janney Montgomery Scott LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2023 | 32 |
LPL Financial LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 31 |
FCA CORP /TX | 30 | 30 | 0.13% | 0.62% | 0.86% | Q4 2015 | Q1 2023 | 30 |
STIFEL FINANCIAL CORP | 28 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2022 | 30 |
Raymond James Financial Services Advisors, Inc. | 16 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2022 | 28 |
Advisory Services Network, LLC | 21 | 2 | 0.00% | 0.04% | 0.12% | Q4 2015 | Q1 2023 | 27 |
USCA RIA LLC | 26 | 26 | 0.08% | 0.13% | 0.20% | Q1 2015 | Q2 2021 | 26 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 26 | 26 | 0.20% | 0.41% | 0.68% | Q4 2013 | Q1 2020 | 26 |
Edge Wealth Management LLC | 26 | 26 | 0.00% | 0.10% | 0.23% | Q2 2014 | Q3 2020 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 25 |
Sterling Investment Advisors, Ltd. | 25 | 25 | 0.18% | 0.33% | 0.54% | Q1 2017 | Q1 2023 | 25 |
Steward Partners Investment Advisory, LLC | 24 | 24 | 0.00% | 0.04% | 0.12% | Q2 2017 | Q1 2023 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 24 |
BB&T SECURITIES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2019 | 24 |
Snowden Capital Advisors LLC | 8 | 4 | 0.01% | 0.03% | 0.17% | Q2 2016 | Q4 2022 | 24 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 11 | 2 | 0.01% | 0.57% | 1.42% | Q2 2013 | Q4 2022 | 24 |
Baird Financial Group, Inc. | 18 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 23 | 23 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q1 2020 | 23 |
Cambridge Investment Research Advisors, Inc. | 12 | 10 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2021 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Tortoise Investment Management, LLC | 20 | 20 | 0.06% | 0.24% | 0.45% | Q1 2018 | Q4 2022 | 20 |
D.A. DAVIDSON & CO. | 14 | 5 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2022 | 19 |
Karpus Management, Inc. | 10 | 2 | 0.01% | 0.10% | 0.19% | Q3 2013 | Q4 2022 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 17 |
Invesco Ltd. | 14 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 17 |
Sandy Spring Bank | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
Cypress Wealth Services, LLC | 16 | 16 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q4 2022 | 16 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 13 | 3 | 0.02% | 0.15% | 0.33% | Q4 2017 | Q4 2022 | 16 |
Cetera Advisor Networks LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Integrated Wealth Concepts LLC | 15 | 15 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2022 | 15 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2022 | 15 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
EP Wealth Advisors, LLC | 13 | 13 | 0.01% | 0.07% | 0.12% | Q1 2016 | Q1 2019 | 13 |
Magnus Financial Group LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q4 2022 | 12 |
Horizon Kinetics | 12 | 12 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2018 | 12 |
WFG Advisors, LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 3 | 0.02% | 0.07% | 0.22% | Q2 2014 | Q4 2018 | 11 |
SIGNATUREFD, LLC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 11 |
CITIGROUP INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 11 |
WHITTIER TRUST CO OF NEVADA INC | 11 | 11 | 0.01% | 0.08% | 0.11% | Q2 2014 | Q4 2016 | 11 |
QP WEALTH MANAGEMENT, LLC | 11 | 11 | 0.17% | 0.23% | 0.28% | Q4 2019 | Q2 2022 | 11 |
ENCOMPASS WEALTH ADVISORS, LLC | 10 | 10 | 0.08% | 0.10% | 0.18% | Q4 2020 | Q1 2023 | 10 |
Greytown Advisors Inc. | 7 | 3 | 0.10% | 0.13% | 0.17% | Q1 2018 | Q4 2020 | 10 |
JOYN Advisors, Inc. | 10 | 10 | 0.04% | 0.12% | 0.22% | Q4 2017 | Q1 2020 | 10 |
DEUTSCHE BANK AG\ | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Altus Wealth Group LLC | 9 | 9 | 0.14% | 0.19% | 0.20% | Q4 2020 | Q4 2022 | 9 |
Kercheville Advisors, LLC | 9 | 9 | 1.17% | 1.44% | 2.27% | Q4 2020 | Q4 2022 | 9 |
Capital Investment Advisory Services, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2022 | 9 |
Thomas J. Herzfeld Advisors, Inc. | 6 | 3 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q2 2018 | 9 |
WEDBUSH SECURITIES INC | 9 | 9 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q2 2015 | 9 |
FIRST FOUNDATION ADVISORS | 7 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 9 |
Virtu KCG Holdings LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2016 | 8 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 8 |
Secure Asset Management, LLC | 8 | 8 | 0.11% | 0.15% | 0.31% | Q1 2021 | Q4 2022 | 8 |
RAYMOND JAMES TRUST N.A. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Avior Wealth Management, LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2023 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
OPPENHEIMER & CO INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 8 |
FNY Investment Advisers, LLC | 3 | 2 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2022 | 8 |
SignalPoint Asset Management, LLC | 7 | 7 | 0.10% | 0.11% | 0.13% | Q4 2013 | Q2 2015 | 7 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 7 | 7 | 0.62% | 0.88% | 1.00% | Q4 2013 | Q2 2015 | 7 |
Sigma Planning Corp | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2022 | 7 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 7 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2021 | 7 |
Spire Wealth Management | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.13% | 0.15% | 0.18% | Q2 2013 | Q4 2014 | 7 |
Kozak & Associates, Inc. | 7 | 7 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q1 2023 | 7 |
B. Riley Wealth Management, Inc. | 5 | 1 | 0.00% | 0.06% | 0.08% | Q1 2014 | Q2 2022 | 7 |
U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q4 2022 | 6 |
Commonwealth Equity Services, Inc | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 6 |
Westchester Capital Management, LLC | 6 | 6 | 0.09% | 0.13% | 0.23% | Q4 2019 | Q1 2021 | 6 |
AQR Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Integrated Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
JPMORGAN CHASE & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Lavaca Capital LLC | 6 | 6 | 0.19% | 0.21% | 0.23% | Q4 2018 | Q1 2020 | 6 |
Proficio Capital Partners LLC | 6 | 6 | 0.76% | 1.22% | 1.79% | Q4 2015 | Q1 2017 | 6 |
Parallel Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2023 | 6 |
Allspring Global Investments Holdings, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
US BANCORP \DE\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2022 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 5 |
CTC Alternative Strategies, Ltd. | 5 | 5 | 0.37% | 0.82% | 1.37% | Q4 2013 | Q4 2014 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Platform Technology Partners | 5 | 5 | 0.08% | 0.11% | 0.14% | Q4 2019 | Q4 2020 | 5 |
Laurion Capital Management LP | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 5 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2018 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 5 |
SIT INVESTMENT ASSOCIATES INC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q4 2022 | 5 |
FOREFRONT WEALTH MANAGEMENT INC. | 5 | 5 | 0.70% | 0.74% | 0.80% | Q4 2021 | Q4 2022 | 5 |
WESTPORT RESOURCES MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Plante Moran Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
XML Financial, LLC | 3 | 2 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q4 2022 | 5 |
Column Capital Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 5 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.07% | 0.10% | 0.11% | Q4 2020 | Q3 2021 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
StrategIQ Financial Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2016 | Q3 2017 | 4 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 4 |
Westside Investment Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 4 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.11% | 0.16% | 0.27% | Q1 2017 | Q2 2018 | 4 |
FIFTH THIRD BANCORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 4 |
BLUESTEIN R H & CO LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
AQR Arbitrage LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Western Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 4 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.22% | 0.29% | Q4 2017 | Q4 2020 | 3 |
Melone Private Wealth, LLC | 3 | 3 | 0.13% | 0.19% | 0.23% | Q2 2022 | Q4 2022 | 3 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.07% | 0.18% | 0.38% | Q4 2020 | Q1 2022 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2022 | 3 |
Greenwich Wealth Management LLC | 3 | 3 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q4 2016 | 3 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
CAPTRUST FINANCIAL ADVISORS | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
RMB Capital Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 3 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 3 |
TOMPKINS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2013 | 3 |
CWM, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 3 |
Castle Rock Wealth Management, LLC | 3 | 3 | 0.10% | 0.12% | 0.16% | Q1 2020 | Q3 2020 | 3 |
ASPIRIANT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
COMERICA BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Marathon Partners Equity Management, LLC | 2 | 2 | 0.34% | 0.41% | 0.48% | Q4 2013 | Q1 2014 | 2 |
Center for Financial Planning, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.08% | 0.15% | Q2 2013 | Q4 2020 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.99% | 1.57% | 2.14% | Q3 2022 | Q4 2022 | 2 |
Almitas Capital LLC | 1 | 1 | 0.77% | 1.73% | 2.69% | Q4 2018 | Q4 2022 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Carson Advisory Inc. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q2 2018 | 2 |
BARRETT & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 2 |
Gruss Capital Management LP | 2 | 2 | 0.13% | 0.14% | 0.16% | Q4 2013 | Q1 2014 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 2 |
Beacon Financial Advisory LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
1607 Capital Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 2 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2014 | Q2 2014 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Key FInancial Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Global Endowment Management, LP | 2 | 2 | 0.31% | 0.35% | 0.38% | Q4 2013 | Q1 2014 | 2 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2022 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 0.06% | 0.14% | 0.22% | Q3 2013 | Q4 2013 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q4 2013 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
SARISSA CONSULTING LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2022 | Q3 2022 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Semper Trust Co. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2013 | Q3 2013 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
MCIA Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2016 | Q1 2016 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2013 | Q4 2013 | 1 |
MELFA WEALTH MANAGEMENT, INC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2021 | Q2 2021 | 1 |
JBF Capital, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
Carr Financial Group Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2013 | Q4 2013 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Shaker Financial Services, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2014 | Q3 2014 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q4 2013 | 1 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Liberty Street Advisors, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2015 | Q3 2015 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
True North Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
TD Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
External links
This page lists all the filers that currently own NUVEEN INTER DURATION MN TMF or have owned NUVEEN INTER DURATION MN TMF in the past.