Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
UBS Group AG | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
LPL Financial LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
HighTower Advisors, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
UMB Bank, n.a. | 23 | 23 | 0.01% | 0.06% | 0.09% | Q1 2018 | Q3 2023 | 23 |
ROYAL BANK OF CANADA | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
CX Institutional | 22 | 22 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Brio Consultants, LLC | 20 | 20 | 0.20% | 0.26% | 0.38% | Q4 2018 | Q3 2023 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Gradient Investments LLC | 20 | 20 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Cambridge Investment Research Advisors, Inc. | 19 | 19 | 0.00% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Avantax Planning Partners, Inc. | 19 | 19 | 0.03% | 0.10% | 0.17% | Q1 2019 | Q3 2023 | 19 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
AdvisorNet Financial, Inc | 17 | 17 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 17 |
IFP Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Walkner Condon Financial Advisors LLC | 8 | 7 | 0.13% | 0.39% | 0.94% | Q4 2019 | Q3 2023 | 15 |
US BANCORP \DE\ | 12 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
WHITTIER TRUST CO | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Financial Architects, Inc | 9 | 1 | 0.00% | 0.05% | 0.16% | Q2 2018 | Q2 2023 | 14 |
Baystate Wealth Management LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MISSION WEALTH MANAGEMENT, LP | 12 | 2 | 0.03% | 0.10% | 0.20% | Q2 2018 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 14 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.00% | 0.02% | 0.02% | Q2 2019 | Q2 2022 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Raymond James Financial Services Advisors, Inc. | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
D.A. DAVIDSON & CO. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Global Retirement Partners, LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 12 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
OPPENHEIMER ASSET MANAGEMENT INC. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
WHITTIER TRUST CO OF NEVADA INC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
LINCOLN NATIONAL CORP | 10 | 1 | 0.01% | 0.01% | 0.04% | Q2 2020 | Q1 2023 | 11 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.07% | 0.15% | 0.30% | Q2 2021 | Q3 2023 | 10 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
WealthShield Partners, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 10 |
McNamara Financial Services, Inc. | 10 | 10 | 0.06% | 0.10% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Sowell Financial Services LLC | 7 | 2 | 0.01% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
3EDGE Asset Management, LP | 6 | 3 | 0.06% | 0.42% | 0.61% | Q2 2020 | Q3 2023 | 9 |
IMPACTfolio, LLC | 9 | 9 | 0.23% | 0.52% | 0.67% | Q4 2021 | Q4 2023 | 9 |
Wealth Architects, LLC | 9 | 9 | 0.08% | 0.09% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.02% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
MORGAN STANLEY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 1.23% | 2.32% | 2.68% | Q4 2021 | Q3 2023 | 8 |
OLD MISSION CAPITAL LLC | 5 | 3 | 0.02% | 0.10% | 0.33% | Q1 2021 | Q3 2023 | 8 |
American Portfolios Advisors | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Wescott Financial Advisory Group, LLC | 8 | 8 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Money Design Co.,Ltd. | 8 | 8 | 0.00% | 0.30% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Better Money Decisions, LLC | 8 | 8 | 0.27% | 1.05% | 1.95% | Q4 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Advisory Services Network, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
LOCKERMAN FINANCIAL GROUP, INC. | 8 | 8 | 1.76% | 2.38% | 2.71% | Q4 2021 | Q3 2023 | 8 |
WCG Wealth Advisors LLC | 6 | 6 | 0.04% | 0.54% | 0.79% | Q2 2022 | Q3 2023 | 7 |
Navigation Wealth Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
Covington Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
Trust Co | 7 | 7 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Orion Portfolio Solutions, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 | 6 | 0.04% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TIAA, FSB | 6 | 6 | 0.09% | 0.23% | 0.28% | Q1 2022 | Q2 2023 | 6 |
MONEYWISE, INC. | 6 | 6 | 0.25% | 0.28% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Nuveen Asset Management, LLC | 6 | 6 | 0.01% | 0.10% | 0.19% | Q3 2018 | Q4 2019 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
ASSETMARK, INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
CAPTRUST FINANCIAL ADVISORS | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Monterey Private Wealth, Inc. | 6 | 6 | 0.16% | 0.18% | 0.21% | Q4 2021 | Q1 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Creative Planning | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 5 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
MML INVESTORS SERVICES, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Bartlett & Co. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Financial Insights, Inc. | 4 | 1 | 0.09% | 0.18% | 0.34% | Q2 2022 | Q3 2023 | 5 |
Sand Hill Global Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Tolleson Wealth Management, Inc. | 4 | 4 | 0.09% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Bond & Devick Financial Network, Inc. | 4 | 4 | 0.44% | 0.47% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Covestor Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Fountainhead AM, LLC | 4 | 4 | 0.14% | 0.15% | 0.15% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.24% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Financial Connections Group, Inc. | 4 | 4 | 0.28% | 0.36% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Legacy Financial Group LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Sound Stewardship, LLC | 4 | 4 | 0.40% | 0.41% | 0.42% | Q4 2022 | Q3 2023 | 4 |
WELLS FARGO & COMPANY/MN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Baldrige Asset Management LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
IFG Advisory, LLC | 3 | 3 | 0.12% | 0.18% | 0.29% | Q3 2018 | Q1 2019 | 3 |
JPMORGAN CHASE & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.57% | 0.60% | 0.64% | Q1 2023 | Q3 2023 | 3 |
Stonebridge Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 3 | 3 | 0.27% | 0.82% | 1.84% | Q2 2017 | Q4 2017 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.03% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 3 |
CGN Advisors LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q4 2020 | Q2 2021 | 3 |
One Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
COOK WEALTH MANAGEMENT GROUP LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NorthLanding Financial Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 1.23% | 1.23% | 1.23% | Q3 2023 | Q3 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Prism Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own NUSHARES ETF TR or have owned NUSHARES ETF TR in the past.