Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 56 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
LPL Financial LLC | 27 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 33 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 35 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 32 |
FMR LLC | 30 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
JPMORGAN CHASE & CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Advisory Services Network, LLC | 13 | 2 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q1 2023 | 28 |
Transamerica Financial Advisors, Inc. | 20 | 1 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 26 |
Almanack Investment Partners, LLC. | 24 | 2 | 0.07% | 2.63% | 8.22% | Q4 2016 | Q2 2023 | 26 |
WEDBUSH SECURITIES INC | 14 | 11 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 25 |
Forefront Analytics, LLC | 24 | 24 | 2.57% | 5.38% | 7.90% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 15 | 9 | 0.00% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 24 |
Citadel Advisors | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 23 |
CITIGROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 23 |
NEXT Financial Group, Inc | 12 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2021 | 23 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 22 |
STIFEL FINANCIAL CORP | 19 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 21 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2022 | 22 |
Parallel Advisors, LLC | 12 | 10 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 22 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
Advisors Asset Management, Inc. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Hudock, Inc. | 21 | 21 | 0.01% | 0.17% | 1.59% | Q3 2017 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Koshinski Asset Management, Inc. | 13 | 1 | 0.03% | 0.19% | 0.95% | Q2 2017 | Q4 2022 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Mirae Asset Global Investments Co., Ltd. | 17 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q4 2021 | 18 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.21% | 0.46% | Q1 2018 | Q3 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 16 | 1 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q3 2023 | 17 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 15 | 15 | 0.03% | 0.04% | 0.07% | Q1 2016 | Q3 2019 | 15 |
Allianz Asset Management GmbH | 12 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 15 |
BESSEMER GROUP INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Vanguard Capital Wealth Advisors | 7 | 1 | 0.18% | 0.48% | 1.40% | Q4 2017 | Q2 2022 | 14 |
First Allied Advisory Services, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 14 |
ASSETMARK, INC | 14 | 14 | 0.00% | 0.14% | 0.89% | Q2 2020 | Q3 2023 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 14 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 13 |
Versant Capital Management, Inc | 13 | 13 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q4 2019 | 13 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.12% | 0.44% | Q1 2019 | Q3 2023 | 13 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2019 | 13 |
Addison Capital Co | 13 | 13 | 0.17% | 0.20% | 0.23% | Q3 2020 | Q3 2023 | 13 |
RAYMOND JAMES & ASSOCIATES | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 13 |
Timber Creek Capital Management LLC | 13 | 13 | 0.89% | 2.23% | 4.60% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.28% | 0.60% | 1.42% | Q4 2020 | Q3 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 12 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2021 | 11 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.24% | 0.44% | Q1 2021 | Q3 2023 | 11 |
IRON Financial LLC | 11 | 11 | 0.74% | 0.98% | 1.13% | Q1 2021 | Q3 2023 | 11 |
GenTrust, LLC | 8 | 3 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2019 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Freedom Investment Management, Inc. | 9 | 1 | 0.04% | 0.15% | 0.25% | Q4 2017 | Q2 2020 | 10 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q4 2016 | 10 |
Western Wealth Management, LLC | 10 | 10 | 0.08% | 0.19% | 0.33% | Q1 2019 | Q2 2021 | 10 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 10 | 10 | 0.14% | 0.94% | 2.33% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2022 | 9 |
Lido Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Main Street Financial Solutions, LLC | 9 | 9 | 0.05% | 0.31% | 0.47% | Q4 2020 | Q4 2022 | 9 |
BlackRock Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 9 |
Winslow, Evans & Crocker, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2016 | 9 |
Spearhead Capital Advisors, LLC | 6 | 2 | 0.38% | 0.50% | 0.65% | Q1 2020 | Q2 2022 | 8 |
Betterment LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 8 |
CENTRAL TRUST Co | 8 | 8 | 0.00% | 0.23% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Summer Investments, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Hudson Portfolio Management LLC | 8 | 8 | 0.46% | 1.94% | 2.31% | Q3 2021 | Q2 2023 | 8 |
Integrated Wealth Concepts LLC | 6 | 2 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 8 |
AMERIPRISE FINANCIAL INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 8 |
MAS Advisors LLC | 8 | 8 | 0.63% | 0.97% | 1.25% | Q4 2021 | Q3 2023 | 8 |
Fermata Advisors, LLC | 7 | 7 | 0.53% | 2.12% | 6.53% | Q1 2022 | Q3 2023 | 7 |
WealthTrust-Arizona, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
FIRST MANHATTAN CO. LLC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 7 |
Venture Visionary Partners LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 1 | 0.00% | 0.11% | 0.43% | Q3 2018 | Q1 2022 | 7 |
Montecito Bank & Trust | 7 | 7 | 0.06% | 0.07% | 0.10% | Q4 2020 | Q2 2022 | 7 |
Covestor Ltd | 7 | 7 | 0.09% | 0.15% | 0.25% | Q1 2022 | Q3 2023 | 7 |
EVOKE WEALTH, LLC | 7 | 7 | 0.00% | 0.13% | 0.43% | Q1 2022 | Q3 2023 | 7 |
Prospera Financial Services Inc | 4 | 2 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
Heritage Trust Co | 6 | 6 | 0.08% | 0.17% | 0.35% | Q2 2022 | Q3 2023 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 0.66% | 0.78% | 0.86% | Q2 2022 | Q3 2023 | 6 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 6 |
Knowledge Leaders Capital, LLC | 3 | 3 | 0.08% | 1.07% | 2.44% | Q3 2017 | Q3 2019 | 6 |
Beaumont Financial Partners, LLC | 2 | 1 | 0.02% | 0.10% | 0.27% | Q4 2017 | Q4 2021 | 6 |
RiverFront Investment Group, LLC | 6 | 6 | 0.93% | 0.99% | 1.05% | Q3 2017 | Q4 2018 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Wealthsimple US, Ltd. | 6 | 6 | 4.78% | 9.34% | 10.54% | Q4 2019 | Q1 2021 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2018 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Advocacy Wealth Management Services, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
Janney Montgomery Scott LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2018 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Capital Investment Advisory Services, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.04% | 0.10% | 0.13% | Q2 2018 | Q3 2019 | 6 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.12% | 0.18% | Q4 2014 | Q1 2022 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PFG Advisors | 5 | 5 | 0.05% | 0.08% | 0.09% | Q2 2021 | Q2 2022 | 5 |
AE Wealth Management LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 5 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.00% | 0.08% | 0.19% | Q2 2018 | Q1 2022 | 5 |
Geneos Wealth Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Smithfield Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Renaissance Technologies | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 5 |
Greenline Partners, LLC | 4 | 1 | 0.06% | 0.26% | 0.36% | Q2 2021 | Q3 2023 | 5 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bull Oak Capital, LLC | 4 | 4 | 0.06% | 1.65% | 2.45% | Q4 2022 | Q3 2023 | 4 |
BANK OF MONTREAL /CAN/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 4 |
Wealthsimple Inc. | 4 | 4 | 0.06% | 0.08% | 0.13% | Q4 2021 | Q3 2022 | 4 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2016 | 4 |
ATLAS CAPITAL ADVISORS LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 4 |
WealthOne, LLC | 2 | 1 | 0.14% | 0.16% | 0.21% | Q2 2020 | Q4 2021 | 4 |
AlphaMark Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 4 |
Avior Wealth Management, LLC | 4 | 4 | 0.16% | 0.29% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Rockefeller Capital Management L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
CREDIT SUISSE AG/ | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Ausdal Financial Partners, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q2 2022 | 4 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bluefin Trading, LLC | 3 | 3 | 0.07% | 0.17% | 0.25% | Q2 2013 | Q4 2013 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.44% | 1.28% | Q1 2016 | Q3 2016 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 3 |
Redhawk Wealth Advisors, Inc. | 2 | 1 | 0.30% | 0.49% | 0.71% | Q3 2020 | Q3 2021 | 3 |
CWM, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 5.68% | 6.40% | 6.99% | Q1 2023 | Q3 2023 | 3 |
Tortoise Investment Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
AVAII WEALTH MANAGEMENT, LLC | 3 | 3 | 0.44% | 0.57% | 0.77% | Q1 2023 | Q3 2023 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 1.76% | 2.08% | 2.63% | Q2 2020 | Q4 2020 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Mutual Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
WealthCare Investment Partners, LLC | 3 | 3 | 0.17% | 0.24% | 0.32% | Q4 2021 | Q2 2022 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q1 2021 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q4 2018 | 3 |
NATIONAL PLANNING CORP | 3 | 3 | 0.08% | 0.10% | 0.14% | Q4 2013 | Q2 2014 | 3 |
Beaumont Capital Management, LLC | 2 | 1 | 0.26% | 0.37% | 0.52% | Q4 2020 | Q4 2021 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.96% | 2.37% | 3.08% | Q4 2020 | Q1 2023 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 1.72% | 1.93% | 2.14% | Q2 2022 | Q3 2022 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q4 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2016 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.13% | 0.42% | 0.70% | Q3 2020 | Q4 2020 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.12% | 0.19% | 0.26% | Q1 2021 | Q2 2021 | 2 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.16% | 0.34% | 0.53% | Q2 2020 | Q3 2020 | 2 |
Blueprint Investment Partners LLC | 2 | 2 | 0.06% | 0.27% | 0.49% | Q4 2021 | Q1 2022 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q1 2022 | Q2 2022 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
TSFG, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
SG Americas Securities, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
AWM CAPITAL, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q3 2022 | Q4 2022 | 2 |
Csenge Advisory Group | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q3 2021 | 2 |
Virtu Financial LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q1 2018 | Q2 2018 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VANGUARD GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
COLONY GROUP LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q3 2015 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.09% | 0.13% | 0.16% | Q3 2021 | Q4 2021 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Richard W. Paul & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 12.76% | 12.76% | 12.76% | Q2 2020 | Q2 2020 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Five Oceans Advisors | 1 | 1 | 2.28% | 2.28% | 2.28% | Q2 2022 | Q2 2022 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2022 | Q3 2022 | 1 |
High Falls Advisors, Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
LifeGuide Financial Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Simplify Asset Management Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SUMMIT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2013 | Q4 2013 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2020 | Q1 2020 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Matrix Trust Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Key FInancial Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Mid-American Wealth Advisory Group, Inc. | 1 | 1 | 2.66% | 2.66% | 2.66% | Q3 2023 | Q3 2023 | 1 |
Private Ocean, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Ascent Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own PIMCO ETF TR or have owned PIMCO ETF TR in the past.