Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
UBS Group AG | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
LPL Financial LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Simplicity Solutions, LLC | 25 | 25 | 0.01% | 0.43% | 2.45% | Q1 2017 | Q1 2023 | 25 |
Global Retirement Partners, LLC | 18 | 7 | 0.00% | 0.04% | 0.32% | Q2 2017 | Q3 2023 | 25 |
Beaumont Financial Partners, LLC | 24 | 24 | 0.03% | 0.76% | 2.24% | Q4 2016 | Q3 2022 | 24 |
JANE STREET GROUP, LLC | 8 | 2 | 0.00% | 0.01% | 0.10% | Q3 2016 | Q3 2023 | 23 |
ROYAL BANK OF CANADA | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
ASSETMARK, INC | 22 | 22 | 0.00% | 0.24% | 0.91% | Q2 2018 | Q3 2023 | 22 |
Private Advisor Group, LLC | 18 | 4 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2022 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Dynamic Advisor Solutions LLC | 12 | 8 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q2 2023 | 20 |
Tortoise Investment Management, LLC | 19 | 19 | 0.03% | 0.11% | 0.22% | Q4 2016 | Q2 2021 | 19 |
MML INVESTORS SERVICES, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 19 |
Carroll Financial Associates, Inc. | 17 | 17 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q1 2021 | 17 |
Steward Partners Investment Advisory, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
WELLS FARGO & COMPANY/MN | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 16 |
Brinker Capital Investments, LLC | 16 | 16 | 0.02% | 0.07% | 0.14% | Q2 2017 | Q1 2021 | 16 |
McNamara Financial Services, Inc. | 15 | 15 | 0.06% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
IFP Advisors, Inc | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 14 |
Advisory Services Network, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 13 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 13 | 13 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q4 2019 | 13 |
Alta Wealth Advisors LLC | 12 | 12 | 0.33% | 0.61% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Aveo Capital Partners, LLC | 7 | 1 | 0.07% | 0.76% | 1.37% | Q3 2019 | Q3 2022 | 10 |
BB&T SECURITIES, LLC | 10 | 10 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q3 2019 | 10 |
Raymond James Financial Services Advisors, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
Cordasco Financial Network | 8 | 8 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q2 2022 | 8 |
Beaumont Capital Management, LLC | 8 | 8 | 3.35% | 4.13% | 5.47% | Q4 2020 | Q3 2022 | 8 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Geneos Wealth Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
FMR LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 6 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 6 | 6 | 0.61% | 0.88% | 1.25% | Q3 2016 | Q4 2017 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
WealthOne, LLC | 3 | 1 | 0.16% | 0.19% | 0.29% | Q3 2019 | Q1 2022 | 5 |
Advisors Preferred, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q2 2022 | 5 |
Quantitative Advantage, LLC | 5 | 5 | 0.59% | 0.62% | 0.65% | Q3 2021 | Q3 2022 | 5 |
RAYMOND JAMES & ASSOCIATES | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Csenge Advisory Group | 2 | 1 | 0.09% | 0.17% | 0.26% | Q3 2019 | Q2 2022 | 5 |
Miracle Mile Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.07% | Q1 2022 | Q1 2023 | 5 |
Cambridge Investment Research Advisors, Inc. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 5 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.04% | 0.12% | 0.27% | Q2 2020 | Q2 2021 | 4 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
CWM, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Allworth Financial LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Nuveen Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Janney Montgomery Scott LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Rockefeller Capital Management L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Ascent Group, LLC | 3 | 3 | 0.20% | 0.40% | 0.54% | Q4 2021 | Q2 2022 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2021 | 2 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MFA WEALTH ADVISORS, LLC | 2 | 2 | 0.45% | 0.60% | 0.75% | Q2 2020 | Q3 2020 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
External links
This page lists all the filers that currently own NUSHARES ETF TR or have owned NUSHARES ETF TR in the past.