OSI ETF TR shareholder history

Current and past OSI ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 720.00%0.00%0.00%Q2 2018Q1 202218
FIRST MANHATTAN CO. LLC. 16160.00%0.00%0.00%Q2 2018Q1 202216
ROYAL BANK OF CANADA 16160.00%0.00%0.01%Q2 2018Q1 202216
MORGAN STANLEY 16160.00%0.00%0.00%Q2 2018Q1 202216
LPL Financial LLC 15150.00%0.00%0.01%Q3 2018Q1 202215
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 15150.00%0.01%0.03%Q3 2018Q1 202215
JANE STREET GROUP, LLC 540.00%0.00%0.01%Q2 2018Q1 202214
Retirement Group, LLC 910.03%0.20%0.33%Q4 2019Q3 202314
IFP Advisors, Inc 830.00%0.00%0.00%Q2 2018Q3 202214
Diligent Investors, LLC 14140.10%0.23%0.40%Q4 2018Q1 202214
BANK OF AMERICA CORP /DE/ 13130.00%0.00%0.00%Q1 2019Q1 202213
Private Advisor Group, LLC 12120.00%0.01%0.01%Q2 2019Q1 202212
NEXT Financial Group, Inc 660.00%0.01%0.07%Q3 2018Q4 202112
Stratos Wealth Partners, LTD. 1010.01%0.07%0.13%Q3 2018Q1 202212
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q2 2018Q1 202212
AdvisorNet Financial, Inc 840.00%0.00%0.00%Q2 2020Q3 202312
Private Portfolio Partners LLC 11110.10%0.20%0.29%Q4 2019Q2 202211
American Portfolios Advisors 11110.00%0.01%0.03%Q3 2019Q1 202211
Raymond James Financial Services Advisors, Inc. 910.00%0.01%0.02%Q3 2019Q1 202210
UBS Group AG 610.00%0.00%0.00%Q1 2019Q1 202210
TRUIST FINANCIAL CORP 10100.00%0.00%0.00%Q4 2019Q1 202210
OSAIC HOLDINGS, INC. 990.00%0.01%0.03%Q1 2020Q1 20229
CITIGROUP INC 630.00%0.00%0.00%Q4 2018Q1 20229
AlphaMark Advisors, LLC 720.02%0.03%0.06%Q1 2021Q3 20239
BDO Wealth Advisors, LLC 990.00%0.00%0.00%Q1 2020Q1 20229
COMMONWEALTH EQUITY SERVICES, LLC 880.00%0.00%0.00%Q2 2020Q1 20228
Rise Advisors, LLC 880.04%0.07%0.13%Q4 2021Q3 20238
RAYMOND JAMES & ASSOCIATES 880.00%0.00%0.01%Q2 2020Q1 20228
Capital Advisors, Ltd. LLC 880.01%0.03%0.04%Q2 2020Q1 20228
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710.00%0.00%0.00%Q4 2019Q1 20228
WELLS FARGO & COMPANY/MN 880.00%0.01%0.01%Q2 2020Q1 20228
RVW Wealth, LLC 882.70%3.63%4.25%Q2 2020Q1 20228
Stonebridge Capital Advisors LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Acorn Wealth Advisors, LLC 880.24%0.43%0.55%Q2 2020Q1 20228
Cambridge Investment Research Advisors, Inc. 880.00%0.00%0.01%Q2 2020Q1 20228
HighTower Advisors, LLC 770.00%0.02%0.04%Q3 2020Q1 20227
Sigma Planning Corp 770.01%0.02%0.02%Q3 2020Q1 20227
Cetera Advisors LLC 770.01%0.02%0.04%Q3 2020Q1 20227
IFG Advisory, LLC 770.05%0.07%0.10%Q3 2019Q1 20217
Patriot Financial Group Insurance Agency, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Paragon Advisors, LLC 770.16%0.51%0.82%Q4 2020Q2 20227
Ancora Advisors LLC 770.00%0.00%0.00%Q3 2020Q1 20227
Advisor Group, Inc. 660.00%0.00%0.00%Q3 2018Q4 20196
FourThought Financial, LLC 660.00%0.00%0.01%Q4 2020Q1 20226
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
DAVENPORT & Co LLC 660.00%0.01%0.01%Q4 2020Q1 20226
Kingsview Wealth Management, LLC 660.01%0.03%0.05%Q3 2020Q4 20216
PIN OAK INVESTMENT ADVISORS INC 420.02%0.04%0.06%Q3 2020Q2 20226
STRATEGIC WEALTH MANAGEMENT INC 662.17%2.62%3.00%Q3 2020Q4 20216
Castle Rock Wealth Management, LLC 420.41%0.80%1.10%Q2 2018Q1 20216
Parallel Advisors, LLC 330.00%0.00%0.01%Q2 2021Q3 20236
Geneos Wealth Management Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Berger Financial Group, Inc 660.03%0.05%0.07%Q4 2020Q1 20226
Cavalier Investments, LLC 660.87%1.32%1.89%Q4 2020Q1 20226
Aspire Private Capital, LLC 550.00%0.00%0.01%Q1 2021Q1 20225
Newbridge Financial Services Group, Inc. 550.01%0.02%0.02%Q1 2021Q1 20225
Rockefeller Capital Management L.P. 550.00%0.00%0.00%Q1 2021Q1 20225
STIFEL FINANCIAL CORP 410.00%0.00%0.00%Q4 2020Q1 20225
Laidlaw Wealth Management LLC 550.10%0.30%0.61%Q4 2020Q4 20215
FLOW TRADERS U.S. LLC 550.00%0.03%0.09%Q1 2021Q1 20225
St. James Investment Advisors, LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Triumph Capital Management 550.00%0.35%0.79%Q2 2021Q2 20225
JPMORGAN CHASE & CO 550.00%0.00%0.00%Q1 2021Q1 20225
Gradient Investments LLC 550.00%0.00%0.00%Q1 2021Q1 20225
Golden State Wealth Management, LLC 310.02%0.02%0.03%Q1 2019Q3 20205
SIMPLEX TRADING, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
HARBOUR INVESTMENTS, INC. 440.03%0.04%0.05%Q1 2021Q4 20214
FIFTH THIRD BANCORP 440.00%0.00%0.00%Q2 2021Q1 20224
ENVESTNET ASSET MANAGEMENT INC 440.00%0.00%0.01%Q4 2020Q3 20214
AVANTAX ADVISORY SERVICES, INC. 440.01%0.01%0.01%Q2 2021Q1 20224
Cetera Investment Advisers 440.01%0.01%0.02%Q3 2020Q2 20214
WOLVERINE TRADING, LLC 330.00%0.00%0.00%Q1 2021Q3 20214
Berman Capital Advisors, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Farther Finance Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
StoneX Group Inc. 440.14%0.21%0.28%Q1 2021Q4 20214
Sowell Financial Services LLC 440.00%0.00%0.00%Q1 2020Q4 20204
MONECO Advisors, LLC 440.21%0.25%0.27%Q4 2020Q3 20214
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
ASSETMARK, INC 330.00%0.00%0.00%Q1 2021Q3 20213
Tidal Investments LLC 330.02%0.04%0.06%Q2 2020Q4 20203
B. Riley Wealth Management, Inc. 330.02%0.03%0.03%Q1 2020Q3 20203
Eudaimonia Partners, LLC 330.01%0.02%0.02%Q3 2020Q1 20213
American Financial Advisors, LLC 330.06%0.35%0.93%Q4 2018Q2 20193
Steward Partners Investment Advisory, LLC 210.00%0.00%0.00%Q4 2020Q1 20223
Stonebridge Financial Planning Group, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
HRT FINANCIAL LP 330.01%0.02%0.02%Q3 2021Q1 20223
BANK OF MONTREAL /CAN/ 330.00%0.00%0.00%Q3 2020Q1 20213
TOWNSQUARE CAPITAL LLC 330.01%0.01%0.01%Q1 2021Q3 20213
Fullerton Fund Management Co Ltd. 330.33%0.49%0.58%Q4 2020Q2 20213
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.01%0.02%Q2 2020Q4 20203
Astor Investment Management LLC 330.34%0.36%0.38%Q1 2021Q3 20213
Integrated Wealth Concepts LLC 330.06%0.06%0.06%Q4 2020Q2 20213
Carroll Financial Associates, Inc. 330.01%0.06%0.10%Q3 2020Q1 20213
Arkadios Wealth Advisors 330.01%0.01%0.01%Q1 2021Q3 20213
Pensionmark Financial Group, LLC 330.13%0.14%0.15%Q2 2020Q4 20203
PRUDENTIAL PLC 330.02%0.02%0.03%Q1 2021Q3 20213
Bogart Wealth, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
MML INVESTORS SERVICES, LLC 330.02%0.02%0.02%Q1 2021Q3 20213
AE Wealth Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
REILLY FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
FLAGSHIP HARBOR ADVISORS, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Arete Wealth Advisors, LLC 220.06%0.07%0.07%Q3 2020Q4 20202
Advisory Services Network, LLC 110.00%0.00%0.00%Q3 2020Q1 20232
NewEdge Advisors, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Aurora Private Wealth, Inc. 220.12%0.12%0.12%Q4 2020Q1 20212
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.05%0.16%0.26%Q4 2021Q1 20222
SRS Capital Advisors, Inc. 220.01%0.01%0.02%Q3 2018Q4 20182
Global Retirement Partners, LLC 110.00%0.00%0.00%Q2 2018Q1 20222
Private Ocean, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Tyler-Stone Wealth Management 220.01%0.01%0.01%Q4 2021Q1 20222
Janney Montgomery Scott LLC 220.00%0.00%0.00%Q2 2021Q3 20212
SJS Investment Consulting Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Allworth Financial LP 220.00%0.00%0.00%Q4 2021Q1 20222
PNC FINANCIAL SERVICES GROUP, INC. 220.00%0.00%0.00%Q3 2020Q4 20202
Belvedere Trading LLC 110.00%0.01%0.02%Q4 2020Q4 20202
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Cetera Advisor Networks LLC 110.00%0.00%0.01%Q2 2020Q4 20202
Weaver Consulting Group 220.00%0.01%0.02%Q2 2020Q3 20202
J.W. COLE ADVISORS, INC. 220.02%0.04%0.06%Q3 2021Q4 20212
Gladstone Institutional Advisory LLC 110.03%0.03%0.04%Q3 2021Q1 20222
US BANCORP \DE\ 220.00%0.00%0.00%Q4 2021Q1 20222
B. Riley Wealth Advisors, Inc. 220.07%0.24%0.42%Q4 2020Q1 20212
SkyView Investment Advisors, LLC 220.28%0.29%0.29%Q1 2021Q2 20212
NATIONAL BANK OF CANADA /FI/ 220.00%0.00%0.00%Q4 2021Q1 20222
GeoWealth Management, LLC 220.02%0.03%0.03%Q2 2021Q3 20212
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
Ameritas Investment Company, LLC 110.00%0.01%0.02%Q4 2018Q1 20212
Penserra Capital Management LLC 220.00%0.01%0.02%Q1 2020Q2 20202
Winslow, Evans & Crocker, Inc. 220.05%0.05%0.05%Q3 2020Q4 20202
Clay Northam Wealth Management, LLC 220.54%0.67%0.80%Q4 2021Q1 20222
WealthShield Partners, LLC 110.00%0.00%0.00%Q3 2020Q1 20212
Realta Investment Advisors 220.00%0.00%0.00%Q1 2019Q2 20192
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q2 2020Q3 20202
FIRST FOUNDATION ADVISORS 220.02%0.02%0.03%Q3 2020Q4 20202
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
LOWERY THOMAS, LLC 112.94%2.94%2.94%Q4 2021Q4 20211
Foundations Investment Advisors, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Good Life Advisors, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q3 2020Q3 20201
Grandview Asset Management LLC 110.06%0.06%0.06%Q1 2021Q1 20211
Clearstead Advisors, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
FMR LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q1 2022Q1 20221
Atria Wealth Solutions, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
KESTRA PRIVATE WEALTH SERVICES, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Slow Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q1 2022Q1 20221
ATWOOD & PALMER INC 110.00%0.00%0.00%Q4 2020Q4 20201
Portfolio Strategies, Inc. 110.88%0.88%0.88%Q4 2020Q4 20201
USA FINANCIAL FORMULAS 110.00%0.00%0.00%Q1 2022Q1 20221
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q2 2021Q2 20211
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q2 2020Q2 20201
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
HC FINANCIAL ADVISORS INC 110.07%0.07%0.07%Q4 2021Q4 20211
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
TCI Wealth Advisors, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Hartford Financial Management Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q2 2021Q2 20211
External links

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