PERMIAN BASIN RTY TR shareholder history

Current and past PERMIAN BASIN RTY TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1870.00%0.00%0.00%Q2 2013Q3 202370
Citadel Advisors 2020.00%0.00%0.00%Q2 2013Q3 202354
BARCLAYS PLC 1210.00%0.00%0.00%Q2 2013Q1 202251
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
FOUNDATION RESOURCE MANAGEMENT INC 42420.60%1.70%2.88%Q2 2013Q3 202342
BEESE FULMER INVESTMENT MANAGEMENT, INC. 42420.02%0.09%0.23%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.00%0.02%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
Capital Investment Advisors, LLC 41410.00%0.07%0.40%Q4 2013Q4 202341
PNC FINANCIAL SERVICES GROUP, INC. 3810.00%0.00%0.00%Q2 2013Q3 202340
US BANCORP \DE\ 26130.00%0.00%0.01%Q2 2013Q1 202339
Fruth Investment Management 37370.02%0.08%0.19%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Creative Planning 1910.00%0.00%0.00%Q2 2013Q3 202335
Cutler Group LLC / CA 960.00%0.00%0.03%Q4 2015Q1 202332
BANK OF MONTREAL /CAN/ 32320.00%0.00%0.00%Q2 2013Q1 202132
JPMORGAN CHASE & CO 18120.00%0.00%0.00%Q2 2013Q3 202330
TWO SIGMA ADVISERS, LP 29290.00%0.01%0.04%Q2 2013Q2 202029
Mraz, Amerine & Associates, Inc. 28280.07%0.20%0.34%Q2 2013Q1 202028
GLENMEDE TRUST CO NA 2170.00%0.00%0.00%Q2 2013Q2 202028
Sandy Spring Bank 2620.00%0.00%0.01%Q1 2015Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
SIMPLEX TRADING, LLC 810.00%0.00%0.00%Q4 2014Q3 202327
PRICE MICHAEL F 26260.01%0.02%0.03%Q4 2015Q1 202226
GROUP ONE TRADING, L.P. 940.00%0.00%0.01%Q2 2013Q3 202326
NEXT Financial Group, Inc 1360.00%0.00%0.02%Q3 2014Q4 202126
Capital Analysts, LLC 25250.00%0.05%0.21%Q3 2017Q3 202325
DEUTSCHE BANK AG\ 1780.00%0.00%0.00%Q3 2013Q4 201925
Tower Research Capital LLC (TRC) 810.00%0.00%0.00%Q2 2013Q3 202324
Prospera Financial Services Inc 24240.03%0.10%0.33%Q2 2013Q1 201924
Carroll Financial Associates, Inc. 24240.00%0.00%0.00%Q1 2016Q4 202124
RAYMOND JAMES & ASSOCIATES 610.00%0.00%0.00%Q2 2013Q3 202323
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q3 2016Q3 202323
STIFEL FINANCIAL CORP 22220.00%0.00%0.01%Q1 2014Q2 201922
BLAIR WILLIAM & CO/IL 21210.00%0.00%0.00%Q1 2014Q1 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
CAPTRUST FINANCIAL ADVISORS 21210.00%0.01%0.01%Q3 2018Q3 202321
LPL Financial LLC 1510.00%0.00%0.00%Q3 2014Q3 202321
CULLEN/FROST BANKERS, INC. 1920.00%0.00%0.01%Q1 2014Q3 202321
IFP Advisors, Inc 1470.00%0.00%0.00%Q4 2015Q3 202321
CATAWBA CAPITAL MANAGEMENT /VA 21210.03%0.07%0.16%Q2 2013Q2 201821
ROYCE & ASSOCIATES LP 20200.02%0.05%0.06%Q4 2014Q3 201920
STATE STREET CORP 1640.00%0.00%0.00%Q1 2017Q4 202220
LUCAS CAPITAL MANAGEMENT 20200.09%1.29%3.14%Q1 2013Q4 201720
TWO SIGMA INVESTMENTS, LP 910.00%0.00%0.01%Q2 2013Q4 201920
Renaissance Technologies 1310.00%0.00%0.01%Q2 2013Q4 201920
MILLENNIUM MANAGEMENT LLC 710.00%0.00%0.00%Q2 2013Q1 202220
Diligent Investors, LLC 20200.02%0.09%0.23%Q4 2014Q3 201920
FMR LLC 19190.00%0.00%0.00%Q4 2016Q2 202119
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.03%0.52%2.14%Q1 2019Q3 202319
McGowan Group Asset Management, Inc. 1810.05%0.15%0.64%Q4 2014Q1 202219
Steward Partners Investment Advisory, LLC 750.00%0.00%0.00%Q1 2017Q3 202319
Winslow, Evans & Crocker, Inc. 18180.00%0.00%0.00%Q4 2013Q1 201818
AdvisorNet Financial, Inc 1260.00%0.00%0.00%Q4 2017Q3 202218
Vantage Investment Advisors, LLC 18180.00%0.00%0.00%Q4 2013Q1 201818
CITIGROUP INC 1260.00%0.00%0.00%Q2 2013Q4 201718
AMG National Trust Bank 17170.01%0.12%0.36%Q2 2013Q2 201717
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 17170.00%0.00%0.01%Q2 2015Q2 201917
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 1010.00%0.00%0.00%Q4 2013Q2 202117
Kovack Advisors, Inc. 1420.01%0.03%0.07%Q4 2017Q4 202116
BREWIN DOLPHIN LTD 16160.00%0.00%0.00%Q3 2017Q2 202116
SoftVest Advisors, LLC 15150.57%12.89%35.70%Q1 2020Q3 202316
Advisory Services Network, LLC 910.00%0.01%0.03%Q1 2015Q1 202316
BECK MACK & OLIVER LLC 15150.00%0.00%0.01%Q4 2015Q2 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Sigma Planning Corp 14140.01%0.01%0.02%Q4 2014Q1 201814
Argentus Capital Management, LLC 14140.00%0.03%0.06%Q2 2013Q3 201614
MANUFACTURERS LIFE INSURANCE COMPANY, THE 730.00%0.00%0.00%Q4 2013Q1 201814
MARK SHEPTOFF FINANCIAL PLANNING, LLC 14140.01%0.01%0.02%Q1 2014Q2 201714
UBS AG 660.00%0.00%0.00%Q2 2013Q3 201414
PEAK6 Group LLC 410.00%0.00%0.01%Q4 2013Q2 201714
Rehmann Capital Advisory Group 760.00%0.03%0.08%Q3 2013Q3 201913
MUFG Americas Holdings Corp 1210.00%0.00%0.01%Q4 2010Q4 202013
AMERICAN NATIONAL BANK 13130.01%0.01%0.02%Q3 2014Q3 201713
Patriot Financial Group Insurance Agency, LLC 12120.00%0.00%0.00%Q3 2019Q2 202212
Sterling Capital Management LLC 750.00%0.00%0.00%Q1 2014Q3 201712
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
KING LUTHER CAPITAL MANAGEMENT CORP 1110.00%0.00%0.00%Q2 2013Q2 201612
PATHSTONE FAMILY OFFICE, LLC 12120.01%0.02%0.05%Q4 2020Q3 202312
Commonwealth Equity Services, Inc 12120.00%0.00%0.01%Q2 2013Q1 201612
Geneos Wealth Management Inc. 12120.00%0.00%0.00%Q1 2016Q4 201812
Edge Wealth Management LLC 1110.00%0.00%0.03%Q1 2015Q4 201912
CoreFirst Bank & Trust 12120.00%0.02%0.03%Q4 2020Q3 202312
Pinnacle Summer Investments, Inc. 11110.00%0.01%0.01%Q2 2013Q4 201511
SeaCrest Wealth Management, LLC 740.02%0.12%0.25%Q4 2017Q3 202311
Arbiter Partners Capital Management LLC 11110.02%0.49%1.20%Q2 2014Q4 201611
Price Wealth, LLC 11110.04%0.13%0.33%Q1 2018Q3 202011
Horizon Kinetics 11110.06%0.11%0.14%Q2 2016Q4 201811
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 410.00%0.00%0.00%Q2 2013Q4 202111
Estabrook Capital Management 11110.00%0.00%0.00%Q2 2013Q4 201511
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 640.00%0.00%0.01%Q2 2017Q4 201910
Essex Financial Services, Inc. 10100.13%0.34%0.61%Q2 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
TRUE Private Wealth Advisors 710.00%0.02%0.02%Q1 2016Q4 201910
AMERIPRISE FINANCIAL INC 610.00%0.00%0.00%Q2 2013Q3 202310
Raymond James Financial Services Advisors, Inc. 810.00%0.00%0.00%Q1 2018Q4 202210
MOTCO 10100.00%0.00%0.00%Q2 2013Q3 201510
MSI Financial Services Inc 990.00%0.00%0.00%Q3 2013Q3 20159
Veritable, L.P. 990.00%0.00%0.01%Q4 2012Q4 20149
WFG Advisors, LP 990.00%0.02%0.03%Q2 2013Q2 20159
Regal Investment Advisors LLC 990.00%0.01%0.03%Q2 2013Q2 20159
Welch Group, LLC 990.00%0.01%0.02%Q3 2021Q3 20239
Parallax Volatility Advisers, L.P. 220.00%0.00%0.00%Q1 2014Q1 20158
HighTower Advisors, LLC 710.00%0.00%0.01%Q1 2015Q3 20238
BURNS J W & CO INC/NY 880.04%0.14%0.23%Q2 2013Q1 20158
SINECERA CAPITAL, LLC 881.52%2.71%3.51%Q4 2021Q3 20238
Virtu Financial LLC 210.00%0.01%0.02%Q4 2017Q4 20218
MONTAG A & ASSOCIATES INC 880.00%0.00%0.00%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.37%0.59%0.79%Q4 2021Q3 20238
U S GLOBAL INVESTORS INC 880.00%0.00%0.00%Q2 2014Q1 20168
Belvedere Trading LLC 550.00%0.03%0.16%Q4 2021Q4 20228
FIFTH THIRD BANCORP 510.00%0.00%0.00%Q3 2013Q3 20237
Gary Goldberg Planning Services Inc 770.00%0.00%0.00%Q2 2013Q4 20147
Western Wealth Management, LLC 610.02%0.04%0.06%Q3 2019Q2 20217
Virtu KCG Holdings LLC 310.00%0.00%0.01%Q4 2013Q1 20177
Stonebridge Capital Advisors LLC 770.00%0.00%0.00%Q1 2021Q3 20227
GOLDMAN SACHS GROUP INC 410.00%0.00%0.00%Q1 2012Q3 20227
Integrated Wealth Management 770.00%0.00%0.00%Q1 2015Q3 20167
OLD SECOND NATIONAL BANK OF AURORA 770.00%0.00%0.00%Q3 2013Q1 20157
Texas Yale Capital Corp. 770.01%0.01%0.02%Q4 2013Q2 20157
MAD RIVER INVESTORS 771.76%4.51%5.98%Q1 2022Q3 20237
Dorsey Wright & Associates 430.02%0.02%0.03%Q4 2021Q3 20237
HUNTINGTON NATIONAL BANK 430.00%0.00%0.00%Q2 2010Q1 20187
Gotham Asset Management, LLC 610.00%0.01%0.04%Q2 2013Q1 20157
PRIVATE TRUST CO NA 770.00%0.00%0.00%Q1 2013Q3 20147
B. Riley Wealth Management, Inc. 660.09%0.17%0.24%Q1 2014Q2 20156
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
TFS CAPITAL LLC 660.02%0.03%0.04%Q2 2013Q3 20146
Hosking Partners LLP 660.14%0.38%0.50%Q2 2022Q3 20236
North Star Investment Management Corp. 660.00%0.01%0.02%Q1 2014Q2 20156
PRENTISS SMITH & CO INC 660.00%0.01%0.02%Q3 2014Q4 20156
Russell Investments Group, Ltd. 660.00%0.00%0.00%Q2 2022Q3 20236
Cetera Advisors LLC 660.00%0.00%0.01%Q2 2022Q3 20236
LAZARD ASSET MANAGEMENT LLC 660.00%0.00%0.00%Q2 2022Q3 20236
State of Wyoming 660.06%0.10%0.15%Q2 2022Q3 20236
Virtus ETF Advisers LLC 330.11%0.31%0.52%Q2 2019Q3 20236
Price Jennifer C. 660.04%0.09%0.17%Q2 2022Q3 20236
SFMG, LLC 660.13%0.14%0.17%Q2 2013Q3 20146
Schubert & Co 660.10%0.14%0.19%Q4 2021Q1 20236
CREDIT SUISSE AG/ 410.00%0.00%0.00%Q1 2013Q4 20146
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 420.00%0.01%0.01%Q4 2016Q2 20186
MGO ONE SEVEN LLC 510.00%0.02%0.03%Q4 2018Q3 20236
RICE HALL JAMES & ASSOCIATES, LLC 660.01%0.01%0.02%Q2 2013Q3 20146
AlphaMark Advisors, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
PROSPECTOR PARTNERS LLC 660.06%0.07%0.08%Q4 2013Q1 20156
Newbridge Financial Services Group, Inc. 510.01%0.01%0.02%Q2 2021Q3 20236
Financial Management Professionals, Inc. 660.19%0.20%0.21%Q2 2013Q3 20146
WESPAC Advisors SoCal, LLC 660.01%0.01%0.01%Q2 2016Q3 20176
EAGLE GLOBAL ADVISORS LLC 660.00%0.01%0.01%Q2 2013Q3 20146
Quantbot Technologies LP 660.00%0.01%0.03%Q2 2022Q3 20236
SANTA MONICA PARTNERS LP 551.06%1.50%1.75%Q3 2022Q3 20235
Antonetti Capital Management LLC 550.00%0.00%0.00%Q3 2022Q3 20235
D.A. DAVIDSON & CO. 550.00%0.00%0.00%Q4 2013Q4 20145
EATON VANCE MANAGEMENT 550.00%0.00%0.00%Q1 2019Q1 20205
Golden State Wealth Management, LLC 310.00%0.00%0.01%Q1 2019Q3 20205
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q4 2019Q4 20225
BESSEMER GROUP INC 320.00%0.00%0.00%Q4 2014Q2 20225
SIGNATUREFD, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Gradient Investments LLC 210.00%0.00%0.00%Q2 2015Q3 20195
WHITTIER TRUST CO 320.00%0.00%0.00%Q1 2015Q3 20165
NAVELLIER & ASSOCIATES INC 550.04%0.06%0.07%Q3 2022Q3 20235
NEW ENGLAND SECURITIES CORP /MA/ 550.01%0.01%0.01%Q2 2013Q2 20145
Johnson Financial Group, Inc. 550.00%0.00%0.00%Q1 2015Q1 20165
BNP PARIBAS FINANCIAL MARKETS 550.00%0.00%0.00%Q1 2022Q1 20235
NewSquare Capital LLC 550.00%0.00%0.00%Q2 2022Q2 20235
Arthur Zaske & Associates, LLC 550.13%0.39%0.53%Q4 2016Q4 20175
GSA CAPITAL PARTNERS LLP 210.01%0.02%0.06%Q4 2013Q4 20225
OPPENHEIMER & CO INC 550.01%0.01%0.02%Q3 2013Q3 20145
Hawkins Capital L.P. 550.05%0.18%0.26%Q3 2016Q3 20175
WealthTrust Fairport, LLC 320.00%0.00%0.00%Q3 2014Q3 20185
Moors & Cabot, Inc. 550.08%0.25%0.33%Q3 2022Q3 20235
NewEdge Advisors, LLC 410.00%0.00%0.00%Q2 2017Q3 20235
Allworth Financial LP 550.00%0.00%0.00%Q1 2015Q1 20165
Baird Financial Group, Inc. 320.00%0.01%0.01%Q2 2015Q4 20185
Horan Capital Advisors, LLC. 210.00%0.00%0.00%Q3 2017Q3 20205
Port Capital LLC 440.01%0.01%0.01%Q3 2018Q2 20194
COMMUNITY BANK SYSTEM, INC. 440.00%0.00%0.00%Q2 2013Q1 20144
Global Retirement Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Commonwealth Financial Services, LLC 440.03%0.03%0.04%Q4 2014Q3 20154
McAdams Wright Ragen, Inc. 440.07%0.22%0.28%Q4 2013Q3 20144
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.00%0.00%Q4 2014Q1 20164
PERRITT CAPITAL MANAGEMENT INC 440.01%0.01%0.01%Q1 2015Q4 20154
Cetera Advisor Networks LLC 310.00%0.01%0.01%Q2 2013Q2 20204
Advocacy Wealth Management Services, LLC 220.01%0.03%0.05%Q2 2013Q1 20164
Lagoda Investment Management, L.P. 440.38%0.42%0.46%Q4 2022Q3 20234
CITY NATIONAL BANK 440.00%0.00%0.00%Q2 2014Q1 20154
Beacon Pointe Advisors, LLC 440.04%0.06%0.08%Q4 2022Q3 20234
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.00%Q4 2015Q3 20164
REILLY FINANCIAL ADVISORS, LLC 310.00%0.00%0.00%Q4 2015Q1 20204
Spot Trading L.L.C 110.00%0.00%0.00%Q2 2013Q2 20164
WEST BANCORPORATION INC 440.00%0.00%0.01%Q4 2019Q3 20204
MUFG Securities EMEA plc 440.01%0.01%0.01%Q2 2014Q1 20154
Hilltop Holdings Inc. 440.03%0.04%0.05%Q3 2018Q2 20194
Cullen Capital Management, LLC 440.00%0.00%0.01%Q3 2019Q2 20204
Riggs Asset Managment Co. Inc. 440.00%0.00%0.01%Q3 2014Q2 20154
Hirtle Callaghan & Co LLC 220.00%0.00%0.01%Q3 2013Q4 20144
Quantamental Technologies LLC 440.00%0.00%0.01%Q4 2018Q3 20194
Rockefeller Capital Management L.P. 440.00%0.00%0.00%Q3 2022Q2 20234
OPTIMUM INVESTMENT ADVISORS 440.00%0.00%0.00%Q4 2019Q3 20204
ArchPoint Investors 310.01%0.01%0.01%Q4 2015Q1 20174
SCHWARTZ INVESTMENT COUNSEL INC 440.10%0.39%0.52%Q4 2022Q3 20234
SYNOVUS FINANCIAL CORP 440.00%0.00%0.00%Q4 2018Q3 20194
Crosspoint Capital Strategies, LLC 310.00%0.13%0.26%Q4 2013Q4 20154
Venturi Wealth Management, LLC 310.00%0.01%0.01%Q3 2021Q3 20234
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.02%Q4 2013Q4 20143
HANCOCK WHITNEY CORP 330.01%0.01%0.01%Q2 2017Q4 20173
Firestone Capital Management 330.00%0.00%0.00%Q4 2019Q2 20203
Janney Montgomery Scott LLC 330.00%0.01%0.02%Q2 2013Q4 20133
INTEGRATED WEALTH COUNSEL, LLC 330.00%0.37%1.08%Q2 2013Q4 20133
Signator Financial Services, Inc. 330.05%0.06%0.06%Q1 2013Q3 20133
TITLEIST ASSET MANAGEMENT, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
Geduld E E 330.09%0.16%0.24%Q2 2016Q4 20163
STEVENS CAPITAL MANAGEMENT LP 330.00%0.00%0.01%Q4 2014Q2 20153
Legend Financial Advisors, Inc. 210.02%0.04%0.08%Q4 2021Q4 20223
Blue Trust, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
SEARLE & CO. 330.00%0.00%0.00%Q4 2014Q2 20153
Clearstead Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Selective Wealth Management, Inc. 330.01%0.03%0.04%Q1 2022Q3 20223
COMMONWEALTH EQUITY SERVICES, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Stratos Wealth Partners, LTD. 330.00%0.01%0.01%Q1 2023Q3 20233
HRT FINANCIAL LP 110.00%0.00%0.01%Q4 2019Q3 20233
Qube Research & Technologies Ltd 210.00%0.00%0.00%Q3 2022Q3 20233
Rosenberg Matthew Hamilton 330.00%0.00%0.00%Q2 2021Q4 20213
1919 Investment Counsel, LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Schonfeld Strategic Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Syntal Capital Partners, LLC 330.00%0.00%0.01%Q1 2014Q3 20143
FormulaFolio Investments, LLC 330.00%0.00%0.00%Q4 2020Q2 20213
PEAK6 Investments LLC 110.00%0.00%0.00%Q1 2022Q4 20223
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 330.00%0.00%0.00%Q1 2015Q3 20153
Acrospire Investment Management LLC 210.00%0.03%0.07%Q1 2016Q2 20173
TITLEIST CAPITAL, LLC 330.04%0.05%0.06%Q2 2022Q4 20223
Nine Chapters Capital Management LLC 330.02%0.03%0.04%Q4 2013Q2 20143
CFM WEALTH PARTNERS LLC 330.00%0.00%0.00%Q4 2019Q2 20203
EagleClaw Capital Managment, LLC 330.16%0.18%0.20%Q1 2023Q3 20233
RGT Wealth Advisors, LLC 330.42%0.52%0.59%Q1 2022Q3 20223
Integrated Advisors Network LLC 330.01%0.01%0.01%Q1 2020Q3 20203
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 330.00%0.03%0.07%Q2 2014Q4 20143
Sowell Financial Services LLC 210.03%0.23%0.34%Q1 2022Q3 20233
Visionary Wealth Advisors 220.02%0.02%0.02%Q1 2023Q2 20232
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
Tranquility Partners, LLC 220.06%0.07%0.07%Q2 2019Q3 20192
MOODY NATIONAL BANK TRUST DIVISION 220.00%0.00%0.00%Q3 2018Q4 20182
Hillsdale Investment Management Inc. 110.05%0.06%0.06%Q3 2014Q2 20172
Spire Wealth Management 220.00%0.00%0.00%Q2 2023Q3 20232
LEVEL FOUR ADVISORY SERVICES, LLC 220.01%0.01%0.02%Q1 2017Q2 20172
SOUTH TEXAS MONEY MANAGEMENT LTD 110.01%0.01%0.02%Q2 2013Q1 20172
Seamans Capital Management, LLC 220.24%0.24%0.24%Q3 2014Q4 20142
Quadrature Capital Ltd 220.01%0.01%0.02%Q2 2023Q3 20232
OPPENHEIMER ASSET MANAGEMENT INC. 220.00%0.00%0.00%Q3 2019Q4 20192
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q2 2023Q3 20232
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2014Q2 20192
ALPS ADVISORS INC 220.00%0.00%0.00%Q1 2023Q2 20232
RATIONAL ADVISORS LLC 220.02%0.02%0.02%Q3 2012Q4 20122
RMR Wealth Builders 220.00%0.00%0.00%Q4 2020Q1 20212
Anchor Investment Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
WBH ADVISORY INC 220.03%0.04%0.05%Q3 2018Q4 20182
H&H Retirement Design & Management INC 220.03%0.03%0.03%Q1 2020Q2 20202
Barrett Asset Management, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
Waverly Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20212
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q3 20222
Jaffetilchin Investment Partners, LLC 220.06%0.06%0.06%Q2 2014Q3 20142
CWM, LLC 110.00%0.00%0.00%Q1 2017Q3 20232
HOWARD FINANCIAL SERVICES, LTD. 220.67%0.73%0.79%Q4 2018Q1 20192
INSIGHT 2811, INC. 221.26%1.29%1.32%Q2 2013Q3 20132
Bridgecreek Investment Management, LLC 220.02%0.02%0.02%Q2 2013Q3 20132
Sunbelt Securities, Inc. 220.00%0.01%0.01%Q3 2019Q4 20192
NORTHERN TRUST CORP 220.00%0.00%0.00%Q1 2014Q2 20142
Advisory Alpha, LLC 220.04%0.06%0.08%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
Leucadia National 110.00%0.01%0.01%Q4 2022Q4 20222
FIRST TRUST ADVISORS LP 220.00%0.00%0.00%Q3 2014Q4 20142
D'Orazio & Associates, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Walleye Capital LLC 110.00%0.01%0.01%Q1 2022Q3 20222
BAIRD ROBERT W & CO INC /WI/ 220.01%0.02%0.02%Q4 2014Q1 20152
CQS Cayman LP 220.03%0.03%0.04%Q4 2013Q1 20142
Horrell Capital Management, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q2 20162
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Walleye Trading LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Shore Point Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
TSFG, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Penserra Capital Management LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
WASHINGTON TRUST BANK 110.01%0.01%0.01%Q1 2017Q1 20171
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Wealthspire Advisors, L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
Bruderman Asset Management, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
KINGSWOOD WEALTH ADVISORS, LLC 110.52%0.52%0.52%Q3 2023Q3 20231
Greenwich Investment Management, Inc. 110.91%0.91%0.91%Q1 2017Q1 20171
INGALLS & SNYDER LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
FIRST FOUNDATION ADVISORS 110.02%0.02%0.02%Q2 2014Q2 20141
CVA Family Office, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Steinberg Global Asset Management 110.04%0.04%0.04%Q2 2013Q2 20131
Bank of New York Mellon Corp 110.00%0.00%0.00%Q2 2013Q2 20131
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Jane Street Holding, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
TRUSTCORE FINANCIAL SERVICES, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Bellwether Investment Group, LLC 110.02%0.02%0.02%Q2 2016Q2 20161
M&R CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2018Q3 20181
PIPER SANDLER & CO. 110.00%0.00%0.00%Q2 2016Q2 20161
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Dynamic Advisor Solutions LLC 110.01%0.01%0.01%Q2 2021Q2 20211
FIRST INTERSTATE BANK 110.00%0.00%0.00%Q3 2015Q3 20151
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Laurel Wealth Advisors, Inc. 110.06%0.06%0.06%Q2 2020Q2 20201
Focused Wealth Management, Inc 110.00%0.00%0.00%Q2 2014Q2 20141
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Hudock, Inc. 110.00%0.00%0.00%Q1 2014Q1 20141
Ground Swell Capital, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Caption Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Rotella Capital Management, Inc. 110.02%0.02%0.02%Q3 2015Q3 20151
Invesco Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Aveo Capital Partners, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Destination Wealth Management 110.00%0.00%0.00%Q1 2018Q1 20181
Silicon Hills Wealth Management, LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
MARSHALL WACE, LLP 110.00%0.00%0.00%Q4 2019Q4 20191
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
OLD MISSION CAPITAL LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Atlas Wealth Partners, LLC 114.32%4.32%4.32%Q2 2023Q2 20231
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2013Q4 20131
Platte River Capital LLC 110.02%0.02%0.02%Q4 2013Q4 20131
PRELUDE CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2013Q3 20131
Grove Bank & Trust 110.00%0.00%0.00%Q1 2023Q1 20231
Regal Wealth Group, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Windsor Capital Management, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Parallel Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Stone House Investment Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q3 2014Q3 20141
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
SCHAFER CULLEN CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q4 2019Q4 20191
Kalos Management, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
External links

This page lists all the filers that currently own PERMIAN BASIN RTY TR or have owned PERMIAN BASIN RTY TR in the past.