OSI ETF TR shareholder history

Current and past OSI ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cutler Group LLC / CA 510.00%0.00%0.01%Q4 2019Q1 202219
IFP Advisors, Inc 1310.00%0.01%0.02%Q1 2016Q3 202218
STIFEL FINANCIAL CORP 16160.00%0.00%0.01%Q2 2018Q1 202216
Raymond James Financial Services Advisors, Inc. 16160.02%0.02%0.04%Q2 2018Q1 202216
American Portfolios Advisors 16160.04%0.06%0.13%Q2 2018Q1 202216
COMMONWEALTH EQUITY SERVICES, LLC 16160.00%0.01%0.01%Q2 2018Q1 202216
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16160.00%0.00%0.00%Q2 2018Q1 202216
ROYAL BANK OF CANADA 16160.00%0.01%0.01%Q2 2018Q1 202216
WELLS FARGO & COMPANY/MN 16160.01%0.01%0.03%Q2 2018Q1 202216
AE Wealth Management LLC 16160.01%0.09%0.21%Q2 2018Q1 202216
FLAGSHIP HARBOR ADVISORS, LLC 16160.08%0.11%0.13%Q2 2018Q1 202216
Janney Montgomery Scott LLC 16160.00%0.02%0.03%Q2 2018Q1 202216
Ahrens Investment Partners LLC 16160.14%2.09%6.81%Q2 2018Q1 202216
MORGAN STANLEY 16160.01%0.01%0.01%Q2 2018Q1 202216
MML INVESTORS SERVICES, LLC 16160.00%0.01%0.03%Q2 2018Q1 202216
ENVESTNET ASSET MANAGEMENT INC 16160.01%0.02%0.06%Q2 2018Q1 202216
Advisory Services Network, LLC 16160.01%0.02%0.03%Q2 2018Q1 202216
OPTIMUM INVESTMENT ADVISORS 16160.00%0.00%0.01%Q2 2018Q1 202216
RAYMOND JAMES & ASSOCIATES 16160.00%0.01%0.01%Q2 2018Q1 202216
OPPENHEIMER & CO INC 16160.01%0.01%0.01%Q2 2018Q1 202216
LINCOLN NATIONAL CORP 16160.02%0.05%0.06%Q2 2018Q1 202216
UBS Group AG 16160.00%0.01%0.01%Q2 2018Q1 202216
Beaumont Financial Partners, LLC 16160.12%1.05%2.67%Q2 2018Q1 202216
LPL Financial LLC 16160.01%0.02%0.03%Q2 2018Q1 202216
Patriot Financial Group Insurance Agency, LLC 15150.00%0.01%0.01%Q3 2018Q1 202215
Stratos Wealth Partners, LTD. 15150.01%0.04%0.07%Q3 2018Q1 202215
SUSQUEHANNA INTERNATIONAL GROUP, LLP 620.00%0.00%0.00%Q3 2018Q1 202215
Cambridge Investment Research Advisors, Inc. 870.00%0.01%0.01%Q2 2018Q1 202215
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 15150.00%0.00%0.00%Q3 2018Q1 202215
BANK OF AMERICA CORP /DE/ 15150.00%0.00%0.00%Q3 2018Q1 202215
Private Advisor Group, LLC 1320.02%0.07%0.12%Q2 2018Q1 202215
Semmax Financial Advisors Inc. 14140.01%0.04%0.17%Q4 2018Q1 202214
Steward Partners Investment Advisory, LLC 1220.00%0.00%0.01%Q2 2018Q1 202214
Archer Investment Corp 13130.00%0.00%0.00%Q1 2019Q1 202213
Private Portfolio Partners LLC 13130.10%0.56%0.93%Q1 2019Q1 202213
Sigma Planning Corp 12120.01%0.01%0.02%Q2 2019Q1 202212
Carroll Financial Associates, Inc. 12120.12%0.14%0.17%Q1 2019Q4 202112
RPg Family Wealth Advisory, LLC 410.01%0.02%0.02%Q2 2018Q1 202212
Integrated Wealth Concepts LLC 12120.03%0.07%0.12%Q2 2019Q1 202212
ATLAS CAPITAL ADVISORS LLC 12120.09%0.16%0.28%Q2 2019Q1 202212
Ellis Investment Partners, LLC 12120.01%0.02%0.02%Q2 2019Q1 202212
Centric Wealth Management 750.09%0.14%0.20%Q1 2019Q1 202212
JPMORGAN CHASE & CO 660.00%0.00%0.00%Q2 2018Q1 202212
DAVENPORT & Co LLC 12120.00%0.01%0.02%Q2 2019Q1 202212
HighTower Advisors, LLC 11110.00%0.00%0.00%Q3 2019Q1 202211
PERSONAL CFO SOLUTIONS, LLC 11110.00%0.11%0.18%Q3 2019Q1 202211
US BANCORP \DE\ 11110.00%0.00%0.00%Q3 2019Q1 202211
CITIGROUP INC 11110.00%0.00%0.00%Q2 2018Q4 202011
Equitable Holdings, Inc. 10100.08%0.10%0.16%Q4 2019Q1 202210
Institute for Wealth Management, LLC. 910.04%0.07%0.14%Q4 2018Q2 202110
FMR LLC 310.00%0.00%0.00%Q3 2018Q1 202210
Cetera Advisor Networks LLC 510.00%0.01%0.01%Q2 2019Q1 202210
Simplicity Solutions, LLC 820.02%0.14%0.20%Q2 2018Q4 202010
Global Financial Private Capital, Inc 990.00%0.53%0.76%Q2 2018Q2 20209
Grandview Asset Management LLC 540.19%0.52%1.18%Q1 2019Q1 20229
TRUIST FINANCIAL CORP 990.00%0.00%0.00%Q4 2019Q4 20219
OSAIC HOLDINGS, INC. 990.01%0.01%0.02%Q1 2020Q1 20229
Winslow, Evans & Crocker, Inc. 880.00%0.00%0.00%Q1 2019Q4 20208
Diligent Investors, LLC 880.17%0.21%0.25%Q2 2020Q1 20228
VICUS CAPITAL 880.04%0.07%0.12%Q2 2018Q1 20208
Andesa Financial Management Inc. 880.36%0.62%0.88%Q2 2020Q1 20228
Atria Investments, Inc 880.02%0.03%0.06%Q2 2018Q1 20208
RAYMOND JAMES TRUST N.A. 880.01%0.02%0.02%Q2 2020Q1 20228
Global Wealth Management Investment Advisory, Inc. 710.00%0.01%0.06%Q4 2018Q3 20218
RFG Advisory, LLC 880.09%0.12%0.15%Q2 2020Q1 20228
Kingsview Wealth Management, LLC 880.04%0.06%0.12%Q1 2020Q4 20218
GOLDMAN SACHS GROUP INC 530.00%0.00%0.00%Q4 2019Q1 20228
Capital Advisors, Ltd. LLC 880.03%0.13%0.17%Q2 2020Q1 20228
WealthPLAN Partners, LLC 880.03%0.09%0.18%Q2 2020Q1 20228
Belpointe Asset Management LLC 880.01%0.01%0.02%Q2 2020Q1 20228
Providence Capital Advisors, LLC 880.01%0.02%0.04%Q2 2020Q1 20228
Astor Investment Management LLC 772.50%2.78%3.49%Q2 2018Q4 20197
Beacon Financial Advisory LLC 770.13%0.16%0.30%Q3 2020Q1 20227
Regal Investment Advisors LLC 610.06%0.13%0.26%Q3 2018Q2 20207
Citadel Advisors 410.00%0.00%0.00%Q1 2019Q1 20227
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q3 2018Q1 20227
Bay Harbor Wealth Management, LLC 770.00%0.17%0.23%Q4 2018Q2 20207
Kestra Advisory Services, LLC 770.09%0.10%0.14%Q3 2020Q1 20227
KESTRA PRIVATE WEALTH SERVICES, LLC 770.01%0.02%0.02%Q3 2020Q1 20227
Advisor Group, Inc. 770.01%0.02%0.02%Q2 2018Q4 20197
Eudaimonia Partners, LLC 660.01%0.01%0.02%Q4 2019Q1 20216
HIGHLAND CAPITAL MANAGEMENT, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Accel Wealth Management 660.02%0.02%0.03%Q4 2020Q1 20226
ADIRONDACK TRUST CO 660.09%0.10%0.10%Q2 2019Q3 20206
Johnson Midwest Financial, LLC 660.06%0.09%0.12%Q4 2020Q1 20226
NEXT Financial Group, Inc 510.00%0.01%0.02%Q1 2019Q4 20216
TAP Consulting, LLC 660.08%0.09%0.09%Q4 2020Q1 20226
Strategic Investment Advisors / MI 660.42%0.48%0.54%Q4 2018Q1 20206
Mutual Advisors, LLC 660.01%0.01%0.02%Q4 2020Q1 20226
Sovereign Financial Group, Inc. 660.35%0.43%0.49%Q4 2020Q1 20226
First Allied Advisory Services, Inc. 510.01%0.01%0.02%Q2 2018Q4 20196
Aspire Private Capital, LLC 660.33%0.34%0.37%Q4 2018Q1 20206
Outlook Wealth Advisors, LLC 660.54%0.66%0.71%Q4 2018Q1 20206
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.01%0.02%0.02%Q3 2018Q4 20196
ACAS, LLC 550.30%0.31%0.32%Q1 2021Q1 20225
Rehmann Capital Advisory Group 550.00%0.00%0.00%Q2 2018Q2 20195
Tower Research Capital LLC (TRC) 550.00%0.01%0.02%Q1 2021Q1 20225
Rockefeller Capital Management L.P. 550.00%0.00%0.00%Q1 2021Q1 20225
Ellsworth Advisors, LLC 550.14%0.17%0.19%Q1 2021Q1 20225
Pension Partners, LLC 320.00%0.83%1.66%Q2 2018Q3 20195
ASSETMARK, INC 310.00%0.00%0.00%Q2 2018Q1 20205
GeoWealth Management, LLC 320.05%0.52%1.25%Q3 2019Q1 20225
Geneos Wealth Management Inc. 550.00%0.00%0.00%Q1 2020Q1 20215
MEEDER ASSET MANAGEMENT INC 550.00%0.00%0.01%Q1 2021Q1 20225
EMFO, LLC 440.05%0.05%0.06%Q2 2021Q1 20224
Snowden Capital Advisors LLC 310.00%0.01%0.01%Q2 2019Q4 20214
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 440.47%1.11%1.52%Q4 2020Q3 20214
Bank of New York Mellon Corp 440.00%0.00%0.00%Q2 2019Q1 20204
WealthShield Partners, LLC 440.14%0.32%0.65%Q3 2020Q2 20214
IFG Advisory, LLC 440.04%0.05%0.05%Q3 2018Q2 20194
Portfolio Strategies, Inc. 440.51%0.61%0.70%Q1 2019Q4 20194
Secrest Blakey & Associates, LLC 442.46%2.61%2.96%Q4 2019Q3 20204
FinTrust Capital Advisors, LLC 440.00%0.24%0.48%Q1 2020Q4 20204
BALASA DINVERNO & FOLTZ LLC 310.03%0.03%0.03%Q3 2018Q1 20204
Arkadios Wealth Advisors 440.01%0.01%0.01%Q4 2020Q3 20214
BLAIR WILLIAM & CO/IL 440.00%0.00%0.00%Q1 2019Q4 20194
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q2 2021Q1 20224
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
CreativeOne Wealth, LLC 330.04%0.04%0.05%Q2 2019Q4 20193
Financial Gravity Asset Management, Inc. 330.00%0.00%0.00%Q1 2019Q3 20193
Lake Point Wealth Management 330.01%0.09%0.27%Q4 2018Q2 20193
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20203
FLOW TRADERS U.S. LLC 110.01%0.05%0.11%Q3 2020Q1 20223
Sowell Financial Services LLC 330.05%0.09%0.14%Q3 2019Q1 20203
BB&T SECURITIES, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
Forum Financial Management, LP 220.02%0.03%0.03%Q4 2021Q1 20222
CIBC Private Wealth Group, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Red Door Wealth Management, LLC 220.03%0.03%0.03%Q1 2020Q2 20202
MONEY CONCEPTS CAPITAL CORP 110.00%0.07%0.13%Q1 2021Q1 20222
Lloyd Advisory Services, LLC. 220.15%0.20%0.24%Q4 2019Q1 20202
Stephens Consulting, LLC 220.19%0.22%0.25%Q4 2021Q1 20222
Alera Investment Advisors, LLC 220.05%0.06%0.08%Q4 2018Q1 20192
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.02%0.03%0.04%Q2 2020Q3 20202
Next Level Private LLC 220.16%0.17%0.18%Q4 2021Q1 20222
FDx Advisors, Inc. 220.01%0.01%0.01%Q1 2019Q2 20192
Beacon Capital Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Avant Capital LLC 221.52%1.58%1.63%Q4 2021Q1 20222
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q2 2018Q3 20182
Glovista Investments LLC 220.80%1.82%2.84%Q2 2019Q3 20192
Black Swift Group, LLC 220.01%0.01%0.02%Q3 2018Q4 20182
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2020Q1 20222
J.W. COLE ADVISORS, INC. 220.02%0.02%0.03%Q4 2021Q1 20222
Beaumont Capital Management, LLC 226.34%6.39%6.44%Q4 2020Q1 20212
WIN ADVISORS, INC 220.00%0.19%0.38%Q4 2021Q1 20222
Fortitude Advisory Group L.L.C. 220.10%0.10%0.11%Q4 2021Q1 20222
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q3 2021Q3 20211
SYNOVUS FINANCIAL CORP 110.01%0.01%0.01%Q1 2020Q1 20201
Landmark Wealth Management, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
Spire Wealth Management 110.00%0.00%0.00%Q3 2021Q3 20211
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2022Q1 20221
Capital Wealth Planning, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Ford Financial Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
VitalStone Financial, LLC 110.03%0.03%0.03%Q1 2023Q1 20231
WOLVERINE TRADING, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
WealthPlan Investment Management, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Chemistry Wealth Management LLC 110.18%0.18%0.18%Q4 2021Q4 20211
DB Wealth Management Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Clarity Financial LLC 110.33%0.33%0.33%Q4 2021Q4 20211
Great Lakes Retirement, Inc. 110.12%0.12%0.12%Q4 2019Q4 20191
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Comprehensive Financial Consultants Institutional, Inc. 110.12%0.12%0.12%Q4 2021Q4 20211
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2018Q3 20181
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q4 2018Q4 20181
BDO Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
MONECO Advisors, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Virtu Financial LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Gradient Investments LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Clear Perspective Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q3 2022Q3 20221
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Synergy Asset Management, LLC 111.24%1.24%1.24%Q4 2021Q4 20211
TD Capital Management LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q1 2022Q1 20221
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q1 2022Q1 20221
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Epstein & White Financial LLC 110.17%0.17%0.17%Q2 2018Q2 20181
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
ATWOOD & PALMER INC 110.00%0.00%0.00%Q4 2020Q4 20201
AGF Investments LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Focused Wealth Management, Inc 110.00%0.00%0.00%Q4 2020Q4 20201
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Pacific Center for Financial Services 110.00%0.00%0.00%Q3 2019Q3 20191
Aptus Capital Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
External links

This page lists all the filers that currently own OSI ETF TR or have owned OSI ETF TR in the past.