Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
ROYAL BANK OF CANADA | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
MORGAN STANLEY | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
LPL Financial LLC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 34 |
Invesco Ltd. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
WELLS FARGO & COMPANY/MN | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
COHEN & STEERS, INC. | 34 | 34 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2021 | 34 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
GUGGENHEIM CAPITAL LLC | 33 | 33 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 33 |
CKW FINANCIAL GROUP | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2021 | 31 |
UBS Group AG | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2021 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 20 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2021 | 27 |
REILLY FINANCIAL ADVISORS, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2021 | 26 |
Raymond James Financial Services Advisors, Inc. | 7 | 5 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2021 | 24 |
Horizon Kinetics | 23 | 23 | 0.08% | 0.16% | 0.22% | Q2 2013 | Q4 2018 | 23 |
Geneos Wealth Management Inc. | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2021 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 21 |
North Star Investment Management Corp. | 12 | 9 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 21 |
Cetera Investment Advisers | 14 | 6 | 0.01% | 0.06% | 0.12% | Q3 2016 | Q3 2021 | 20 |
Bruderman Asset Management, LLC | 20 | 20 | 0.10% | 0.19% | 0.29% | Q1 2015 | Q4 2019 | 20 |
MML INVESTORS SERVICES, LLC | 19 | 19 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q3 2021 | 19 |
Granite Investment Partners, LLC | 9 | 5 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2018 | 19 |
AUA CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 17 |
HOLLENCREST CAPITAL MANAGEMENT | 17 | 17 | 0.03% | 0.04% | 0.07% | Q4 2013 | Q4 2017 | 17 |
NATIONAL PLANNING CORP | 17 | 17 | 0.04% | 0.17% | 0.28% | Q2 2013 | Q2 2017 | 17 |
Covington Capital Management | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
NEXT Financial Group, Inc | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2021 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 16 |
FOUNDERS FINANCIAL SECURITIES LLC | 7 | 1 | 0.11% | 0.24% | 0.36% | Q1 2017 | Q3 2021 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2021 | 16 |
Sigma Planning Corp | 15 | 15 | 0.02% | 0.10% | 0.12% | Q1 2018 | Q3 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.04% | 0.07% | Q4 2015 | Q1 2019 | 14 |
Capital Investment Advisors, LLC | 14 | 14 | 0.10% | 0.15% | 0.20% | Q4 2013 | Q1 2017 | 14 |
Cambridge Investment Research Advisors, Inc. | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2021 | 13 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 13 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 13 |
IHT Wealth Management, LLC | 5 | 3 | 0.00% | 0.05% | 0.14% | Q2 2017 | Q3 2021 | 13 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2021 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2015 | 12 |
First Horizon Advisors, Inc. | 7 | 5 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2017 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
RAYMOND JAMES & ASSOCIATES | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 11 |
Pensionmark Financial Group, LLC | 6 | 5 | 0.07% | 0.10% | 0.12% | Q4 2018 | Q3 2021 | 11 |
EATON VANCE MANAGEMENT | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
Patriot Financial Group Insurance Agency, LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2021 | 11 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 11 | 11 | 0.04% | 0.07% | 0.09% | Q1 2019 | Q3 2021 | 11 |
FNY Investment Advisers, LLC | 7 | 1 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2021 | 10 |
Investors Capital Advisory Services | 10 | 10 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q2 2016 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q1 2017 | 10 |
Janney Montgomery Scott LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 9 |
First Allied Advisory Services, Inc. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Wagner Wealth Management, LLC | 4 | 4 | 1.42% | 2.60% | 4.25% | Q4 2017 | Q3 2021 | 8 |
SIT INVESTMENT ASSOCIATES INC | 5 | 1 | 0.00% | 0.02% | 0.09% | Q3 2015 | Q4 2017 | 8 |
Anfield Capital Management, LLC | 8 | 8 | 0.38% | 0.52% | 0.76% | Q4 2019 | Q3 2021 | 8 |
Penserra Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
D.A. DAVIDSON & CO. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 8 |
OSAIC HOLDINGS, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 7 |
STIFEL FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Gary Goldberg Planning Services Inc | 7 | 7 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
JPMORGAN CHASE & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
VSR Financial Services, Inc. | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2014 | Q3 2015 | 7 |
SeaBridge Investment Advisors LLC | 7 | 7 | 0.34% | 0.38% | 0.40% | Q1 2016 | Q3 2017 | 7 |
US BANCORP \DE\ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
FIFTH THIRD BANCORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.13% | 0.19% | 0.26% | Q2 2013 | Q3 2014 | 6 |
FIRST TRUST ADVISORS LP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 6 |
WFG Advisors, LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Koshinski Asset Management, Inc. | 5 | 1 | 0.00% | 0.16% | 0.28% | Q4 2014 | Q3 2021 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2015 | 6 |
Shaker Financial Services, LLC | 2 | 1 | 0.17% | 0.55% | 1.60% | Q2 2013 | Q1 2020 | 6 |
ParenteBeard Wealth Management, LLC | 6 | 6 | 0.30% | 0.36% | 0.41% | Q2 2013 | Q3 2014 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.12% | 0.45% | 0.74% | Q2 2013 | Q1 2017 | 5 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2021 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Ledyard National Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
ROBINSON CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.57% | 0.86% | 1.28% | Q4 2015 | Q4 2016 | 5 |
TCI Wealth Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q4 2013 | 5 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.27% | 0.61% | Q2 2013 | Q3 2021 | 5 |
Belpointe Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Atria Investments, Inc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2020 | 4 |
Trek Financial, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q1 2020 | 4 |
Graves Light Lenhart Wealth, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
MRA Advisory Group | 4 | 4 | 0.24% | 0.27% | 0.28% | Q4 2020 | Q3 2021 | 4 |
Insight Advisors, LLC/ PA | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q3 2021 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q2 2021 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 4 |
Good Life Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
TFG Advisers LLC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q1 2019 | Q4 2019 | 4 |
Vigilant Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 3 |
Financial Sense Advisors, Inc. | 2 | 1 | 0.07% | 0.20% | 0.46% | Q1 2020 | Q2 2021 | 3 |
Arete Wealth Advisors, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q4 2020 | 3 |
MARINER INVESTMENT GROUP LLC | 3 | 3 | 0.07% | 0.16% | 0.27% | Q3 2015 | Q1 2016 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
U S GLOBAL INVESTORS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 3 |
RMB Capital Management, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q1 2020 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Syverson Strege & Co | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Spire Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Laurion Capital Management LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2016 | 3 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Elevated Capital Advisors, LLC | 1 | 1 | 1.44% | 1.64% | 1.85% | Q1 2019 | Q4 2019 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q1 2020 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.28% | 0.30% | 0.33% | Q4 2015 | Q1 2016 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q1 2020 | 2 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.07% | 0.11% | 0.14% | Q4 2014 | Q1 2015 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.01% | 0.25% | 0.49% | Q4 2018 | Q1 2019 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Intersect Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2016 | Q1 2016 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MJP ASSOCIATES INC /ADV | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Point View Wealth Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Diversified, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own PIMCO INCOME OPPORTUNITY FD or have owned PIMCO INCOME OPPORTUNITY FD in the past.