Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 41 | 41 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 41 |
GUGGENHEIM CAPITAL LLC | 41 | 41 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2023 | 41 |
Advisors Asset Management, Inc. | 41 | 41 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q2 2023 | 41 |
COHEN & STEERS, INC. | 41 | 41 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 41 |
BANK OF AMERICA CORP /DE/ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 41 |
MORGAN STANLEY | 41 | 41 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 41 |
ROYAL BANK OF CANADA | 41 | 41 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 41 | 41 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 41 |
AMERIPRISE FINANCIAL INC | 41 | 41 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 41 |
Invesco Ltd. | 41 | 41 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 41 |
WELLS FARGO & COMPANY/MN | 41 | 41 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 41 |
Gradient Investments LLC | 40 | 40 | 0.00% | 0.25% | 0.60% | Q3 2013 | Q2 2023 | 40 |
ProVise Management Group, LLC | 40 | 40 | 0.02% | 0.11% | 0.28% | Q3 2013 | Q2 2023 | 40 |
SHEETS SMITH WEALTH MANAGEMENT | 39 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2023 | 40 |
D.A. DAVIDSON & CO. | 28 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 20 | 17 | 0.00% | 0.01% | 0.22% | Q3 2013 | Q2 2023 | 37 |
UBS Group AG | 35 | 35 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 30 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 35 |
Sigma Planning Corp | 35 | 35 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2023 | 35 |
OPPENHEIMER & CO INC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 33 |
JPMORGAN CHASE & CO | 30 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 32 |
B. Riley Wealth Advisors, Inc. | 31 | 31 | 0.00% | 0.04% | 0.13% | Q4 2015 | Q2 2023 | 31 |
WEDBUSH SECURITIES INC | 25 | 6 | 0.01% | 0.04% | 0.30% | Q2 2013 | Q2 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 18 | 13 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2023 | 31 |
Aviance Capital Partners, LLC | 31 | 31 | 0.13% | 0.28% | 0.46% | Q4 2015 | Q2 2023 | 31 |
Capital Investment Advisors, LLC | 21 | 1 | 0.01% | 0.13% | 0.42% | Q4 2013 | Q2 2023 | 30 |
EATON VANCE MANAGEMENT | 22 | 7 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2022 | 29 |
Windsor Capital Management, LLC | 29 | 29 | 0.04% | 1.06% | 2.73% | Q2 2013 | Q2 2020 | 29 |
ENVESTNET ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 27 |
Transform Wealth, LLC | 13 | 4 | 0.01% | 0.04% | 0.17% | Q2 2016 | Q2 2023 | 26 |
Kovack Advisors, Inc. | 25 | 25 | 0.02% | 0.17% | 0.41% | Q2 2017 | Q2 2023 | 25 |
TIEMANN INVESTMENT ADVISORS, LLC | 25 | 25 | 0.15% | 0.29% | 0.60% | Q4 2013 | Q4 2019 | 25 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.01% | 0.07% | Q1 2016 | Q4 2021 | 24 |
ZAZOVE ASSOCIATES LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q3 2021 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 23 |
SIT INVESTMENT ASSOCIATES INC | 23 | 23 | 0.01% | 0.08% | 0.19% | Q4 2017 | Q2 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2018 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 23 |
CITIGROUP INC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 22 |
GOLDMAN SACHS GROUP INC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 22 |
MARINER INVESTMENT GROUP LLC | 12 | 1 | 0.09% | 1.86% | 6.46% | Q1 2014 | Q3 2022 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2018 | 22 |
Stratos Wealth Partners, LTD. | 18 | 3 | 0.00% | 0.06% | 0.19% | Q4 2015 | Q4 2021 | 21 |
Steward Partners Investment Advisory, LLC | 17 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 21 |
SeaBridge Investment Advisors LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2018 | 21 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 14 | 1 | 0.01% | 0.21% | 0.63% | Q4 2013 | Q4 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 20 |
Carnegie Capital Asset Management, LLC | 16 | 4 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2019 | 20 |
TELEMUS CAPITAL, LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q4 2020 | 20 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 20 | 20 | 0.06% | 0.17% | 0.28% | Q1 2014 | Q4 2018 | 20 |
NEXT Financial Group, Inc | 10 | 4 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2021 | 20 |
ROBINSON CAPITAL MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.32% | 1.08% | Q1 2014 | Q3 2021 | 19 |
STIFEL FINANCIAL CORP | 17 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2022 | 19 |
Lindbrook Capital, LLC | 19 | 19 | 0.00% | 1.38% | 3.32% | Q4 2018 | Q2 2023 | 19 |
Shaker Financial Services, LLC | 6 | 1 | 0.12% | 0.38% | 0.85% | Q2 2015 | Q2 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 18 |
CULLEN/FROST BANKERS, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.04% | 0.08% | 0.20% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.01% | 0.07% | 0.38% | Q2 2015 | Q2 2023 | 18 |
Cetera Advisor Networks LLC | 13 | 1 | 0.00% | 0.02% | 0.05% | Q1 2013 | Q2 2021 | 17 |
Virtus ETF Advisers LLC | 17 | 17 | 0.13% | 0.30% | 0.84% | Q2 2019 | Q2 2023 | 17 |
Next Capital Management LLC | 14 | 3 | 0.22% | 1.42% | 2.19% | Q4 2018 | Q2 2023 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 16 | 0.01% | 0.12% | 0.36% | Q4 2016 | Q3 2020 | 16 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2023 | 16 |
Koshinski Asset Management, Inc. | 13 | 1 | 0.01% | 0.27% | 4.18% | Q3 2018 | Q2 2023 | 16 |
OPTIMUM INVESTMENT ADVISORS | 9 | 7 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q3 2017 | 16 |
PARK AVENUE SECURITIES LLC | 14 | 2 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2023 | 16 |
HOLLENCREST CAPITAL MANAGEMENT | 13 | 3 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q2 2023 | 16 |
SECURITY NATIONAL TRUST CO | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Creative Planning | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 15 |
SIGNATUREFD, LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 14 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 14 |
Cetera Advisors LLC | 11 | 1 | 0.01% | 0.10% | 0.16% | Q2 2013 | Q3 2018 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
RFG Advisory, LLC | 14 | 14 | 0.06% | 0.15% | 0.24% | Q1 2020 | Q2 2023 | 14 |
DOLIVER ADVISORS, LP | 5 | 1 | 0.04% | 0.23% | 0.58% | Q4 2013 | Q2 2020 | 14 |
FIRST FOUNDATION ADVISORS | 9 | 4 | 0.01% | 0.05% | 0.21% | Q4 2014 | Q1 2018 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
Princeton Global Asset Management LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Saba Capital Management, L.P. | 8 | 2 | 0.00% | 0.63% | 1.59% | Q3 2018 | Q2 2023 | 12 |
AQR Arbitrage LLC | 9 | 3 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q2 2023 | 12 |
Anchor Investment Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 1 | 0.07% | 0.62% | 0.91% | Q1 2017 | Q3 2020 | 12 |
Hexagon Capital Partners LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
McIlrath & Eck, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Apollon Wealth Management, LLC | 10 | 2 | 0.01% | 0.01% | 0.04% | Q2 2020 | Q2 2023 | 12 |
SIGNET FINANCIAL MANAGEMENT, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q4 2019 | 12 |
Penserra Capital Management LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2018 | 12 |
Rehmann Capital Advisory Group | 7 | 5 | 0.00% | 0.07% | 0.16% | Q2 2011 | Q3 2019 | 12 |
MSI Financial Services Inc | 11 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2016 | 12 |
Steinberg Global Asset Management | 12 | 12 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q1 2016 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q3 2021 | 12 |
Thomas J. Herzfeld Advisors, Inc. | 6 | 2 | 0.01% | 0.68% | 1.21% | Q1 2014 | Q3 2021 | 12 |
CoreFirst Bank & Trust | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Belpointe Asset Management LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q1 2023 | 11 |
Mutual Advisors, LLC | 11 | 11 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q2 2020 | 11 |
GPS Wealth Strategies Group, LLC | 9 | 2 | 0.01% | 0.03% | 0.10% | Q3 2020 | Q2 2023 | 11 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 11 |
Annex Advisory Services, LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q2 2016 | 11 |
SMITH HAYES Advisers, Inc | 11 | 11 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2015 | 11 |
Wela Strategies, Inc. | 10 | 10 | 0.44% | 0.52% | 0.62% | Q3 2019 | Q4 2021 | 10 |
FNY Investment Advisers, LLC | 4 | 2 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q2 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
JAMES INVESTMENT RESEARCH INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q2 2023 | 10 |
Ameritas Investment Company, LLC | 7 | 1 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2021 | 10 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 8 | 2 | 0.08% | 0.12% | 0.16% | Q1 2020 | Q2 2023 | 10 |
Bank of New York Mellon Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Klingman & Associates, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Congress Park Capital LLC | 9 | 9 | 0.12% | 0.24% | 0.39% | Q2 2021 | Q2 2023 | 9 |
Trust Asset Management LLC | 6 | 1 | 0.15% | 1.57% | 2.08% | Q3 2011 | Q1 2016 | 9 |
Kellner Capital, LLC | 9 | 9 | 0.40% | 0.52% | 0.65% | Q1 2015 | Q1 2017 | 9 |
Oxbow Advisors, LLC | 9 | 9 | 0.06% | 0.11% | 0.22% | Q1 2015 | Q1 2017 | 9 |
Jaffetilchin Investment Partners, LLC | 5 | 4 | 0.01% | 0.12% | 0.25% | Q1 2018 | Q1 2022 | 9 |
IFP Advisors, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 9 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 9 |
1607 Capital Partners, LLC | 5 | 3 | 0.05% | 0.13% | 0.20% | Q4 2020 | Q2 2023 | 8 |
GenTrust, LLC | 8 | 8 | 0.05% | 0.11% | 0.29% | Q4 2016 | Q3 2018 | 8 |
6 Meridian | 5 | 1 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q3 2021 | 8 |
RMB Capital Management, LLC | 6 | 2 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q4 2020 | 8 |
VICUS CAPITAL | 8 | 8 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q4 2015 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 8 |
NATIONAL PLANNING CORP | 7 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 8 |
CREDIT SUISSE AG/ | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.11% | 0.24% | Q2 2013 | Q4 2014 | 7 |
NewEdge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
CORNERSTONE ADVISORS INC | 5 | 2 | 0.02% | 0.13% | 0.36% | Q4 2013 | Q3 2018 | 7 |
CWM, LLC | 5 | 1 | 0.00% | 0.00% | 0.03% | Q1 2018 | Q2 2023 | 7 |
Ameritas Advisory Services, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
American Portfolios Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 7 |
Yorktown Management & Research Co Inc | 7 | 7 | 0.03% | 0.64% | 0.95% | Q1 2015 | Q3 2016 | 7 |
CLOUGH CAPITAL PARTNERS L P | 4 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q1 2021 | 7 |
Western Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
FourThought Financial, LLC | 6 | 6 | 0.03% | 0.10% | 0.14% | Q2 2021 | Q3 2022 | 6 |
Weiss Asset Management LP | 2 | 1 | 0.00% | 0.07% | 0.18% | Q4 2013 | Q4 2022 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Gladstone Institutional Advisory LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 6 |
Sheaff Brock Investment Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q2 2017 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.08% | 0.19% | 0.26% | Q1 2022 | Q2 2023 | 6 |
BLACKROCK ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Pensionmark Financial Group, LLC | 5 | 1 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q2 2020 | 6 |
Private Capital Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
SELZ CAPITAL LLC | 6 | 6 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
CTC Capital Management, LLC | 4 | 1 | 0.07% | 0.14% | 0.27% | Q4 2021 | Q1 2023 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Pekin Hardy Strauss, Inc. | 5 | 5 | 0.01% | 0.05% | 0.11% | Q2 2021 | Q2 2022 | 5 |
Proficio Capital Partners LLC | 3 | 2 | 0.00% | 0.50% | 0.80% | Q1 2016 | Q4 2018 | 5 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 4 | 1 | 0.05% | 0.20% | 0.32% | Q4 2017 | Q2 2023 | 5 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 5 |
HighTower Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 5 |
Q Global Advisors, LLC | 5 | 5 | 0.43% | 0.66% | 0.96% | Q4 2018 | Q4 2019 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Family Management Corp | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
Laurion Capital Management LP | 3 | 1 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2018 | 5 |
EVOKE WEALTH, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Intrinsic Edge Capital Management LLC | 5 | 5 | 0.09% | 0.13% | 0.20% | Q4 2018 | Q4 2019 | 5 |
WFG Advisors, LP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2017 | 5 |
Allen Investment Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2016 | 5 |
Kohlberg Kravis Roberts & Co. L.P. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q1 2021 | 5 |
OAKTREE CAPITAL MANAGEMENT LP | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q2 2023 | 5 |
OTA Financial Group L.P. | 2 | 1 | 0.09% | 0.20% | 0.45% | Q1 2017 | Q1 2019 | 5 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 4 |
Arlington Capital Management, Inc. | 4 | 4 | 0.15% | 0.20% | 0.28% | Q1 2019 | Q4 2019 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Absolute Return Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Bulldog Investors, LLP | 4 | 4 | 0.26% | 0.50% | 0.64% | Q3 2020 | Q2 2021 | 4 |
Regal Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Matisse Capital | 3 | 1 | 0.04% | 1.38% | 3.11% | Q4 2019 | Q4 2020 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.07% | 0.24% | 0.70% | Q2 2013 | Q1 2014 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2016 | 4 |
Cerity Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 4 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 4 |
BIEGEL & WALLER LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2017 | Q4 2017 | 4 |
US BANCORP \DE\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q2 2014 | 4 |
BARCLAYS PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 4 |
Zuckerman Investment Group, LLC | 4 | 4 | 0.99% | 1.08% | 1.15% | Q3 2015 | Q2 2016 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 3 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 3 |
MELFA WEALTH MANAGEMENT, INC. | 3 | 3 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q2 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 3 |
FourThought Financial Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Carnick & Kubik, LLC | 3 | 3 | 0.10% | 0.15% | 0.19% | Q3 2015 | Q1 2016 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Logan Stone Capital, LLC | 3 | 3 | 0.64% | 0.75% | 0.87% | Q4 2022 | Q2 2023 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.15% | 0.20% | 0.23% | Q4 2014 | Q2 2015 | 3 |
Quantedge Capital Pte Ltd | 2 | 1 | 0.02% | 0.26% | 0.56% | Q4 2020 | Q2 2022 | 3 |
Yakira Capital Management, Inc. | 2 | 1 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q2 2023 | 3 |
CTC Alternative Strategies, Ltd. | 2 | 1 | 0.10% | 0.22% | 0.32% | Q4 2013 | Q2 2023 | 3 |
Taylor Frigon Capital Management LLC | 3 | 3 | 1.61% | 1.80% | 1.95% | Q4 2014 | Q2 2015 | 3 |
Rockefeller Capital Management L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 3 |
Ionic Capital Management LLC | 3 | 3 | 0.06% | 0.13% | 0.26% | Q2 2019 | Q4 2019 | 3 |
Main Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Wealth Alliance Advisory Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3 | 3 | 0.03% | 0.06% | 0.07% | Q1 2017 | Q3 2017 | 3 |
Carroll Financial Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q2 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2019 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Relative Value Partners, LLC | 2 | 2 | 0.04% | 0.17% | 0.29% | Q4 2014 | Q1 2015 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q1 2023 | Q2 2023 | 2 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
ROOSEVELT INVESTMENT GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
CAXTON CORP | 2 | 2 | 0.38% | 0.73% | 1.08% | Q3 2015 | Q4 2015 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.45% | 0.51% | 0.57% | Q2 2016 | Q4 2016 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q1 2023 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q4 2017 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Lloyd Park, LLC | 2 | 2 | 0.15% | 0.19% | 0.22% | Q2 2022 | Q3 2022 | 2 |
HORIZON FINANCIAL SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q2 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Fiera Capital Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
FIRST TRUST ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Almitas Capital LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q1 2023 | Q2 2023 | 2 |
Seelaus Asset Management LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2020 | Q3 2020 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q3 2014 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.21% | 0.25% | 0.28% | Q2 2018 | Q3 2018 | 2 |
Coastal Bridge Advisors, LLC | 2 | 2 | 0.27% | 0.29% | 0.32% | Q4 2016 | Q1 2017 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Elgethun Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Americana Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Aristides Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
COWA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Platform Technology Partners | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2019 | Q4 2019 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Personal Wealth Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CERTUITY, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Eos Management, L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own NUVEEN FLTNG RTE INCM OPP FD or have owned NUVEEN FLTNG RTE INCM OPP FD in the past.