PIMCO DYNAMIC CR INCOME FD shareholder history

Current and past PIMCO DYNAMIC CR INCOME FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CITIGROUP INC 34340.00%0.00%0.02%Q2 2013Q3 202134
SECURITY NATIONAL TRUST CO 34340.03%0.04%0.06%Q2 2013Q3 202134
WEDBUSH SECURITIES INC 34340.09%0.19%0.50%Q2 2013Q3 202134
COHEN & STEERS, INC. 34340.02%0.05%0.06%Q2 2013Q3 202134
HOWLAND CAPITAL MANAGEMENT LLC 34340.44%1.52%2.16%Q2 2013Q3 202134
WELLS FARGO & COMPANY/MN 34340.00%0.01%0.02%Q2 2013Q3 202134
MORGAN STANLEY 34340.02%0.03%0.04%Q2 2013Q3 202134
LPL Financial LLC 34340.01%0.03%0.10%Q2 2013Q3 202134
FIRST TRUST ADVISORS LP 34340.00%0.01%0.01%Q2 2013Q3 202134
D.A. DAVIDSON & CO. 34340.00%0.02%0.08%Q2 2013Q3 202134
ROYAL BANK OF CANADA 34340.01%0.01%0.01%Q2 2013Q3 202134
PNC FINANCIAL SERVICES GROUP, INC. 34340.00%0.00%0.00%Q2 2013Q3 202134
Aviance Capital Partners, LLC 34340.33%0.65%1.27%Q2 2013Q3 202134
BANK OF AMERICA CORP /DE/ 34340.00%0.01%0.01%Q2 2013Q3 202134
GUGGENHEIM CAPITAL LLC 34340.01%0.03%0.06%Q2 2013Q3 202134
Invesco Ltd. 33330.00%0.00%0.01%Q3 2013Q3 202133
Mathes Company, Inc. 32320.61%0.81%1.12%Q4 2013Q3 202132
Janney Montgomery Scott LLC 21110.01%0.01%0.02%Q3 2013Q3 202132
BENJAMIN F. EDWARDS & COMPANY, INC. 3020.00%0.01%0.02%Q2 2013Q3 202132
HOLLENCREST CAPITAL MANAGEMENT 32320.03%0.05%0.09%Q4 2013Q3 202132
HighTower Advisors, LLC 32320.00%0.01%0.01%Q4 2013Q3 202132
ALLIANCEBERNSTEIN L.P. 32320.00%0.00%0.01%Q4 2013Q3 202132
FIRST FOUNDATION ADVISORS 31310.02%0.49%1.05%Q1 2014Q3 202131
Creative Planning 2470.00%0.00%0.01%Q3 2013Q2 202131
STIFEL FINANCIAL CORP 31310.00%0.02%0.04%Q1 2014Q3 202131
Cambridge Investment Research Advisors, Inc. 31310.01%0.04%0.07%Q1 2014Q3 202131
Cetera Advisor Networks LLC 17140.01%0.03%0.05%Q3 2013Q3 202131
B. Riley Wealth Advisors, Inc. 2470.01%0.28%2.46%Q2 2013Q3 202131
Smithfield Trust Co 30300.01%0.01%0.02%Q4 2013Q1 202130
GARRISON BRADFORD & ASSOCIATES INC 2280.36%0.89%1.60%Q2 2013Q3 202130
US BANCORP \DE\ 2410.00%0.00%0.00%Q3 2013Q3 202130
NEXT Financial Group, Inc 16130.01%0.08%0.40%Q2 2014Q3 202129
RAYMOND JAMES & ASSOCIATES 2810.00%0.00%0.01%Q2 2014Q3 202129
CIBC Private Wealth Group, LLC 29290.00%0.00%0.01%Q3 2014Q3 202129
AllSquare Wealth Management LLC 28280.06%0.14%0.32%Q4 2014Q3 202128
UBS Group AG 28280.01%0.03%0.05%Q4 2014Q3 202128
First Horizon Advisors, Inc. 2310.00%0.01%0.06%Q1 2013Q1 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.04%0.05%0.08%Q2 2013Q4 201927
Bruderman Asset Management, LLC 27270.10%0.17%0.26%Q1 2015Q3 202127
BB&T SECURITIES, LLC 26260.02%0.07%0.18%Q2 2013Q3 201926
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2010.00%0.03%0.06%Q3 2013Q3 202126
CIBC WORLD MARKET INC. 2240.00%0.01%0.01%Q2 2014Q4 202026
Brinker Capital Investments, LLC 26260.00%0.17%0.32%Q2 2015Q3 202126
COUNTRY TRUST BANK 25250.01%0.03%0.04%Q3 2015Q3 202125
Thomas J. Herzfeld Advisors, Inc. 1310.04%2.32%4.54%Q4 2013Q3 202124
Edge Wealth Management LLC 1770.01%0.43%2.00%Q3 2015Q3 202124
Stratos Wealth Partners, LTD. 24240.02%0.03%0.05%Q4 2015Q3 202124
Raymond James Financial Services Advisors, Inc. 1860.00%0.01%0.01%Q3 2015Q3 202124
Private Advisor Group, LLC 2220.01%0.03%0.05%Q1 2014Q3 202124
Cornerstone Advisory, LLC 24240.10%0.29%1.08%Q4 2015Q3 202124
McGowan Group Asset Management, Inc. 1761.37%5.59%9.62%Q2 2015Q2 202123
RFG Advisory, LLC 2210.02%0.20%1.13%Q1 2015Q3 202123
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 23230.03%0.19%0.77%Q3 2014Q1 202023
Horizon Kinetics 23230.05%0.12%0.31%Q2 2013Q4 201823
RIVERNORTH CAPITAL MANAGEMENT, LLC 1610.05%3.34%7.00%Q2 2013Q3 202122
First Allied Advisory Services, Inc. 920.01%0.04%0.18%Q4 2013Q3 202022
BANK OF MONTREAL /CAN/ 1410.00%0.01%0.02%Q3 2013Q3 202122
E&G Advisors, LP 22220.39%0.69%1.00%Q2 2016Q3 202122
FIRST MANHATTAN CO. LLC. 2110.00%0.00%0.00%Q4 2013Q3 202122
Baird Financial Group, Inc. 12100.00%0.01%0.01%Q2 2015Q3 202122
RAYMOND JAMES TRUST N.A. 22220.02%0.04%0.05%Q2 2016Q3 202122
DUBUQUE BANK & TRUST CO 22220.15%0.51%0.78%Q4 2013Q1 201922
FMR LLC 1040.00%0.00%0.00%Q4 2014Q3 202121
Fiduciary Group LLC 21210.02%0.05%0.07%Q3 2016Q3 202121
Koshinski Asset Management, Inc. 1210.02%0.10%0.23%Q4 2014Q3 202120
Stockman Wealth Management, Inc. 20200.07%0.51%0.88%Q4 2016Q3 202120
SII INVESTMENTS INC/WI 19190.10%0.20%0.27%Q2 2013Q4 201719
Dorsey & Whitney Trust CO LLC 1360.05%0.06%0.08%Q2 2013Q3 202119
Steward Partners Investment Advisory, LLC 19190.00%0.02%0.07%Q1 2017Q3 202119
Chicago Partners Investment Group LLC 19190.01%0.04%0.08%Q1 2017Q3 202119
AUA CAPITAL MANAGEMENT, LLC 18180.01%0.01%0.01%Q4 2016Q1 202118
B. Riley Wealth Management, Inc. 660.00%0.13%0.33%Q1 2014Q3 202118
SYNOVUS FINANCIAL CORP 1350.00%0.01%0.03%Q4 2014Q2 202018
Commonwealth Equity Services, Inc 18180.01%0.02%0.03%Q2 2013Q3 201718
Ausdal Financial Partners, Inc. 1710.01%0.13%0.22%Q4 2015Q3 202118
Kovack Advisors, Inc. 1610.07%0.13%0.28%Q2 2017Q3 202117
Belpointe Asset Management LLC 17170.02%0.13%0.41%Q3 2017Q3 202117
Bogart Wealth, LLC 17170.00%0.03%0.11%Q3 2017Q3 202117
Benchmark Capital Advisors 17170.18%0.26%0.32%Q4 2014Q4 201817
BESSEMER GROUP INC 17170.01%0.09%0.15%Q3 2014Q3 201817
Cornerstone Wealth Management, LLC 17170.02%0.15%0.39%Q2 2017Q2 202117
THRIVENT FINANCIAL FOR LUTHERANS 1070.00%0.01%0.02%Q3 2014Q3 202117
SIT INVESTMENT ASSOCIATES INC 1210.01%0.43%0.83%Q4 2013Q1 202017
DEUTSCHE BANK AG\ 16160.00%0.00%0.01%Q3 2013Q2 201716
Sigma Planning Corp 1110.01%0.02%0.03%Q1 2017Q3 202116
Bank of New York Mellon Corp 1310.00%0.00%0.00%Q3 2015Q3 202116
CENTAURUS FINANCIAL, INC. 16160.06%0.15%0.31%Q4 2017Q3 202116
Summit X, LLC 16160.03%0.90%1.57%Q4 2017Q3 202116
American Portfolios Advisors 16160.02%0.02%0.04%Q4 2017Q3 202116
Claraphi Advisory Network, LLC 16160.08%0.21%0.34%Q4 2017Q3 202116
COMMONWEALTH EQUITY SERVICES, LLC 16160.02%0.04%0.05%Q4 2017Q3 202116
MML INVESTORS SERVICES, LLC 1420.00%0.01%0.01%Q1 2017Q3 202116
ENVESTNET ASSET MANAGEMENT INC 1310.00%0.00%0.00%Q3 2013Q3 202115
Vident Investment Advisory, LLC 15150.27%0.48%0.67%Q2 2015Q4 201815
Advisor Group, Inc. 15150.02%0.04%0.05%Q2 2016Q4 201915
SCOTIA CAPITAL INC. 15150.00%0.01%0.01%Q1 2018Q3 202115
Advisors Asset Management, Inc. 15150.00%0.01%0.03%Q4 2017Q2 202115
MSI Financial Services Inc 15150.01%0.03%0.08%Q2 2013Q4 201615
INFRASTRUCTURE CAPITAL ADVISORS, LLC 15150.04%0.10%0.25%Q4 2016Q2 202015
Mutual Advisors, LLC 15150.06%0.11%0.16%Q4 2017Q2 202115
Patten Group, Inc. 14140.00%0.04%0.14%Q4 2014Q1 201814
IFP Advisors, Inc 14140.00%0.05%0.08%Q4 2015Q1 201914
Tower Research Capital LLC (TRC) 310.00%0.01%0.03%Q2 2013Q1 202014
1832 Asset Management L.P. 14140.01%0.04%0.06%Q3 2013Q4 201614
LINCOLN NATIONAL CORP 1310.01%0.02%0.04%Q4 2017Q2 202114
Geneos Wealth Management Inc. 730.00%0.01%0.02%Q1 2016Q3 202114
MARINER INVESTMENT GROUP LLC 14140.12%1.11%2.51%Q4 2013Q1 201714
HUNTINGTON NATIONAL BANK 1110.00%0.02%0.03%Q4 2013Q3 202114
Financial Architects, Inc 1020.00%0.01%0.02%Q1 2015Q2 201914
Investors Capital Advisory Services 13130.09%0.14%0.24%Q2 2013Q2 201613
Cetera Investment Advisers 13130.01%0.03%0.05%Q3 2018Q3 202113
Frontier Wealth Management LLC 13130.05%0.13%0.20%Q2 2015Q2 201813
OPPENHEIMER & CO INC 1120.01%0.01%0.01%Q3 2014Q3 202113
Coastal Bridge Advisors, LLC 620.44%0.93%1.60%Q4 2016Q1 202113
Allianz Asset Management GmbH 13130.00%0.00%0.01%Q1 2014Q1 201713
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13130.00%0.03%0.05%Q3 2018Q3 202113
CWM, LLC 1120.00%0.00%0.02%Q2 2017Q2 202113
VSR Financial Services, Inc. 13130.06%0.53%0.69%Q2 2013Q2 201613
Plante Moran Financial Advisors, LLC 1110.00%0.07%0.42%Q3 2014Q2 202113
SeaCrest Wealth Management, LLC 13130.04%0.07%0.09%Q4 2017Q4 202013
ROBINSON CAPITAL MANAGEMENT, LLC 13130.36%0.66%1.15%Q4 2015Q4 201813
Versant Capital Management, Inc 13130.03%0.03%0.04%Q4 2016Q4 201913
IHT Wealth Management, LLC 1210.01%0.14%0.29%Q3 2017Q3 202113
North Star Investment Management Corp. 1210.00%0.00%0.01%Q2 2016Q3 201913
OTA Financial Group L.P. 410.22%0.77%1.73%Q4 2013Q1 202012
Sunbelt Securities, Inc. 12120.01%0.28%0.57%Q3 2017Q2 202012
SIGNATUREFD, LLC 1110.00%0.02%0.02%Q1 2014Q3 201912
Litman Gregory Wealth Management LLC 12120.08%0.16%0.37%Q4 2018Q3 202112
Lehman & Derafelo Financial Resources LLC 12120.56%0.76%1.05%Q4 2018Q3 202112
ArrowMark Colorado Holdings LLC 12120.00%0.00%0.01%Q2 2016Q1 201912
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.06%0.07%0.09%Q4 2018Q3 202112
Prospera Financial Services Inc 1110.02%0.07%0.09%Q3 2014Q3 202012
WFG Advisors, LP 840.00%0.04%0.07%Q2 2014Q2 201712
Focused Wealth Management, Inc 12120.00%0.00%0.00%Q4 2018Q3 202112
PINNACLE FINANCIAL PARTNERS INC 810.00%0.00%0.00%Q1 2018Q3 202112
Carroll Financial Associates, Inc. 520.00%0.00%0.01%Q2 2015Q3 202112
Saba Capital Management, L.P. 12122.44%3.55%5.08%Q3 2013Q2 201612
Arete Wealth Advisors, LLC 710.05%0.09%0.24%Q2 2014Q3 202012
PENN MUTUAL LIFE INSURANCE CO 11112.28%5.14%6.84%Q4 2014Q2 201711
Penserra Capital Management LLC 830.00%0.07%0.28%Q4 2015Q3 202111
Riverstone Advisors, LLC 11110.56%0.96%1.24%Q4 2018Q2 202111
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 740.02%0.03%0.07%Q3 2016Q3 202111
Western Wealth Management, LLC 11110.04%0.07%0.10%Q4 2018Q2 202111
BENJAMIN EDWARDS INC 11110.05%0.10%0.30%Q1 2019Q3 202111
Rockefeller Capital Management L.P. 11110.00%0.01%0.01%Q1 2019Q3 202111
Nan Shan Life Insurance Co., Ltd. 11110.49%2.17%2.76%Q4 2016Q2 201911
TRUIST FINANCIAL CORP 830.00%0.02%0.05%Q4 2013Q3 202111
Brick & Kyle, Associates 1010.10%0.13%0.16%Q4 2014Q2 201811
NATIONAL PLANNING CORP 11110.05%0.10%0.17%Q1 2015Q3 201711
Hilton Capital Management, LLC 11110.01%1.85%3.07%Q1 2017Q3 201911
Private Wealth Advisors, Inc. 1010.12%0.22%0.28%Q2 2013Q4 201911
CABOT WEALTH MANAGEMENT INC 11110.08%0.10%0.12%Q1 2014Q3 201611
HORIZON KINETICS ASSET MANAGEMENT LLC 11110.02%0.04%0.07%Q1 2019Q3 202111
FNY Investment Advisers, LLC 710.01%0.04%0.10%Q2 2018Q3 202110
Jaffetilchin Investment Partners, LLC 10100.39%0.48%0.64%Q1 2016Q2 201810
AMERICAN INTERNATIONAL GROUP, INC. 10100.00%0.00%0.00%Q4 2013Q1 201610
Golden State Wealth Management, LLC 730.19%0.54%0.66%Q1 2019Q3 202110
COMERICA SECURITIES INC 10100.88%1.10%1.46%Q2 2016Q3 201810
COMERICA SECURITIES,INC. 10100.01%0.02%0.05%Q2 2019Q3 202110
AE Wealth Management LLC 10100.00%0.01%0.03%Q2 2019Q3 202110
Sheaff Brock Investment Advisors, LLC 410.02%0.02%0.04%Q1 2017Q3 202110
Claybrook Capital, LLC 910.49%0.58%0.72%Q1 2019Q3 202110
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
State of Tennessee, Treasury Department 310.01%0.02%0.10%Q4 2017Q3 202110
Mirador Capital Partners LP 10100.26%0.44%0.74%Q2 2019Q3 202110
Sage Capital Advisors,llc 10100.19%0.29%0.37%Q2 2019Q3 202110
M&T BANK CORP 10100.00%0.00%0.00%Q2 2019Q3 202110
Ellis Investment Partners, LLC 10100.00%0.00%0.01%Q2 2019Q3 202110
Wealthspire Advisors, L.P. 610.00%0.00%0.02%Q4 2015Q1 20199
Avestar Capital, LLC 990.08%0.23%0.38%Q3 2019Q3 20219
Regal Investment Advisors LLC 610.00%0.05%0.08%Q2 2013Q2 20219
Shaker Financial Services, LLC 310.16%0.70%1.72%Q4 2014Q2 20209
Lehman Financial Resources, Inc. 991.13%2.04%3.80%Q3 2016Q3 20189
PRUDENTIAL PLC 990.00%0.00%0.00%Q4 2014Q4 20169
SEI INVESTMENTS CO 510.00%0.00%0.00%Q4 2015Q2 20189
Hayden Royal, LLC 710.22%0.28%0.57%Q4 2018Q2 20219
Family Management Corp 990.08%0.66%1.17%Q4 2018Q4 20209
Hudock, Inc. 990.00%0.00%0.00%Q3 2017Q3 20199
Trust Asset Management LLC 631.85%2.38%2.77%Q1 2014Q2 20169
Secrest Blakey & Associates, LLC 990.97%4.21%7.76%Q3 2018Q3 20209
Sowell Financial Services LLC 720.04%0.09%0.17%Q4 2018Q1 20219
Virtu KCG Holdings LLC 810.00%0.01%0.02%Q1 2014Q3 20169
EVOKE WEALTH, LLC 990.01%0.06%0.14%Q3 2019Q3 20219
WOLVERINE ASSET MANAGEMENT LLC 720.00%0.02%0.03%Q4 2013Q1 20169
Icon Wealth Partners, LLC 990.07%0.08%0.10%Q4 2017Q4 20199
Sonora Investment Management, LLC 810.00%0.00%0.00%Q1 2019Q3 20219
J.P. Morgan Private Wealth Advisors LLC 420.00%0.01%0.01%Q1 2016Q3 20189
Parallel Advisors, LLC 990.00%0.00%0.00%Q3 2019Q3 20219
Global Endowment Management, LP 880.10%0.19%0.24%Q3 2014Q2 20168
Sugarloaf Wealth Management, LLC 880.13%0.16%0.24%Q4 2019Q3 20218
PINNACLE ASSOCIATES LTD 620.00%0.00%0.01%Q1 2015Q1 20188
Apriem Advisors 880.00%0.01%0.01%Q3 2014Q2 20168
Merit Financial Group, LLC 880.04%0.06%0.08%Q4 2019Q3 20218
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 610.04%0.22%0.99%Q4 2014Q1 20208
Wagner Wealth Management, LLC 441.76%4.08%7.15%Q4 2017Q3 20218
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.01%0.01%0.02%Q1 2019Q4 20208
All Terrain Financial Advisors, LLC 530.08%0.21%0.34%Q4 2017Q4 20198
Intellectus Partners, LLC 410.02%0.02%0.04%Q4 2016Q1 20198
Beacon Pointe Advisors, LLC 710.01%0.05%0.17%Q2 2019Q3 20218
HARBOR INVESTMENT ADVISORY, LLC 880.00%0.01%0.02%Q4 2019Q3 20218
NWAM LLC 880.05%0.09%0.12%Q1 2018Q4 20198
55I, LLC 880.08%0.21%0.35%Q4 2018Q3 20208
USCA RIA LLC 440.02%0.05%0.10%Q4 2015Q2 20218
FIFTH THIRD BANCORP 880.00%0.00%0.00%Q4 2013Q3 20158
Advisory Services Network, LLC 510.00%0.01%0.01%Q3 2016Q2 20217
ENTERPRISE FINANCIAL SERVICES CORP 770.02%0.02%0.03%Q1 2019Q3 20207
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q2 2017Q4 20207
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 520.00%0.00%0.00%Q4 2019Q3 20217
OSAIC HOLDINGS, INC. 770.02%0.03%0.03%Q1 2020Q3 20217
Kerntke Otto McGlone Wealth Management Group 770.14%0.37%0.88%Q4 2019Q2 20217
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 770.14%0.17%0.18%Q2 2018Q4 20197
Exchange Capital Management, Inc. 770.04%0.04%0.05%Q2 2013Q4 20147
Westside Investment Management, Inc. 770.00%0.00%0.00%Q1 2020Q3 20217
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 770.03%0.03%0.04%Q3 2015Q1 20177
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 770.01%0.02%0.06%Q4 2016Q2 20187
Simplicity Solutions, LLC 520.01%0.02%0.03%Q4 2018Q3 20207
Private Wealth Partners, LLC 770.07%0.19%0.24%Q2 2013Q4 20147
Secure Asset Management, LLC 610.28%0.64%0.89%Q4 2019Q3 20217
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q2 2014Q3 20177
Dominick & Dominick LLC 770.72%0.77%0.87%Q2 2013Q4 20147
Camelot Portfolios, LLC 770.23%0.26%0.28%Q3 2015Q1 20177
EVERGREEN CAPITAL MANAGEMENT LLC 770.28%0.35%0.41%Q1 2020Q3 20217
BARCLAYS PLC 610.00%0.01%0.01%Q2 2013Q1 20167
Quad-Cities Investment Group, LLC 770.05%0.18%0.25%Q2 2018Q4 20197
Bramshill Investments, LLC 770.11%0.48%0.78%Q2 2017Q4 20187
Orion Portfolio Solutions, LLC 770.05%0.07%0.09%Q1 2020Q3 20217
ASHFORD CAPITAL MANAGEMENT INC 770.79%0.94%1.08%Q1 2014Q3 20157
Belmont Global Advisors, Inc. 770.21%0.52%0.86%Q2 2014Q4 20157
Cerity Partners LLC 430.01%0.01%0.02%Q2 2019Q3 20217
Corient Capital Partners, LLC 660.05%0.06%0.08%Q3 2016Q4 20176
State of New Jersey Common Pension Fund D 660.01%0.06%0.18%Q4 2015Q1 20176
Financial Enhancement Group LLC 660.50%0.69%0.98%Q2 2015Q3 20166
Karp Capital Management Corp 660.18%0.37%0.52%Q2 2017Q3 20186
BAIRD ROBERT W & CO INC /WI/ 660.01%0.01%0.02%Q4 2013Q1 20156
Pinnacle Summer Investments, Inc. 660.02%0.04%0.07%Q3 2014Q4 20156
DOLIVER ADVISORS, LP 310.26%0.78%1.90%Q3 2015Q4 20176
Miracle Mile Advisors, LLC 660.02%0.03%0.04%Q2 2020Q3 20216
BlueSpruce Investments, LP 422.01%4.69%12.52%Q4 2013Q3 20156
Sound Income Strategies, LLC 420.01%0.01%0.01%Q1 2020Q3 20216
DRW Securities, LLC 660.01%0.15%0.24%Q1 2015Q2 20166
Atlas Private Wealth Advisors 660.01%0.01%0.02%Q2 2020Q3 20216
Lindbrook Capital, LLC 410.00%0.02%0.04%Q4 2018Q2 20216
AMERIPRISE FINANCIAL INC 310.00%0.00%0.00%Q2 2013Q3 20206
SUMMIT CAPITAL MANAGEMENT LLC 660.21%0.38%0.57%Q4 2014Q1 20166
Arkadios Wealth Advisors 420.02%0.04%0.05%Q4 2019Q3 20216
GenWealth Group, Inc. 660.07%0.08%0.08%Q2 2020Q3 20216
HOLDERNESS INVESTMENTS CO 660.12%0.18%0.20%Q2 2017Q3 20186
Liberty Capital Management, Inc. 660.03%0.07%0.09%Q3 2016Q4 20176
BNP PARIBAS FINANCIAL MARKETS 660.00%0.03%0.08%Q1 2014Q2 20156
Ameritas Investment Company, LLC 330.01%0.02%0.03%Q3 2019Q3 20216
UBS AG 660.04%0.05%0.05%Q2 2013Q3 20146
AdvisorNet Financial, Inc 420.00%0.01%0.02%Q4 2017Q3 20196
PARAMETRIC PORTFOLIO ASSOCIATES LLC 550.01%0.02%0.03%Q1 2015Q1 20165
Sterling Investment Advisors, Ltd. 550.02%0.03%0.03%Q4 2018Q4 20195
Kestra Advisory Services, LLC 550.01%0.01%0.02%Q3 2020Q3 20215
Spectrum Management Group, LLC 550.00%0.00%0.00%Q3 2020Q3 20215
MANUFACTURERS LIFE INSURANCE COMPANY, THE 410.00%0.00%0.00%Q2 2016Q1 20185
Avior Wealth Management, LLC 550.00%0.01%0.01%Q4 2016Q4 20175
Kamunting Street Capital Management, L.P. 550.76%2.11%3.85%Q4 2013Q4 20145
Magnus Financial Group LLC 550.05%0.09%0.13%Q3 2020Q3 20215
RMB Capital Management, LLC 110.01%0.13%0.49%Q1 2015Q2 20185
ACG Wealth 210.04%0.93%4.01%Q2 2013Q2 20175
KESTRA PRIVATE WEALTH SERVICES, LLC 550.04%0.06%0.08%Q3 2020Q3 20215
Key FInancial Inc 410.00%0.00%0.00%Q1 2020Q3 20215
OPTIMUM INVESTMENT ADVISORS 550.00%0.00%0.00%Q1 2019Q1 20205
American Financial Advisors, LLC 550.04%0.06%0.07%Q4 2018Q4 20195
KMS FINANCIAL SERVICES, INC 550.06%0.07%0.08%Q3 2013Q3 20145
AlphaMark Advisors, LLC 550.00%0.00%0.01%Q3 2020Q3 20215
Pensionmark Financial Group, LLC 550.09%0.11%0.13%Q4 2018Q4 20195
GREAT WEST LIFE ASSURANCE CO /CAN/ 550.00%0.00%0.00%Q1 2014Q1 20155
WHITTIER TRUST CO 210.00%0.01%0.02%Q4 2013Q4 20185
Biltmore Capital Advisors LLC 210.05%0.06%0.08%Q1 2019Q3 20215
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 550.07%0.08%0.09%Q3 2020Q3 20215
D'Orazio & Associates, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
Cetera Advisors LLC 310.01%0.02%0.02%Q2 2017Q3 20214
Capital Investment Advisors, LLC 440.01%0.01%0.01%Q2 2019Q1 20204
Bridgeworth, LLC 440.10%0.13%0.16%Q1 2018Q4 20184
AQR Arbitrage LLC 440.00%0.03%0.04%Q2 2015Q1 20164
Wealth Quarterback LLC 220.00%0.01%0.02%Q4 2019Q3 20214
FNY Managed Accounts LLC 220.47%2.15%4.31%Q4 2014Q2 20164
Capital Investment Advisory Services, LLC 440.02%0.03%0.04%Q4 2018Q3 20194
NEW ENGLAND SECURITIES CORP /MA/ 440.02%0.03%0.03%Q4 2013Q3 20144
ACT Advisors, LLC. 440.86%0.90%0.94%Q4 2020Q3 20214
JOYN Advisors, Inc. 440.01%0.01%0.01%Q1 2018Q4 20184
Tradition Wealth Management, LLC 440.00%0.00%0.01%Q4 2020Q3 20214
Integrated Wealth Management 440.00%0.00%0.00%Q1 2015Q4 20154
NEWGATE CAPITAL MANAGEMENT LLC 442.80%3.54%4.08%Q1 2015Q4 20154
Paloma Partners Management Co 210.01%0.03%0.07%Q2 2013Q1 20164
Adaptive Financial Consulting, LLC 220.13%0.39%0.76%Q4 2019Q2 20214
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 440.64%2.40%3.19%Q1 2015Q4 20154
NINE MASTS CAPITAL Ltd 210.01%0.57%1.72%Q4 2015Q3 20184
Ahrens Investment Partners LLC 440.12%0.24%0.36%Q4 2020Q3 20214
Seascape Capital Management 440.82%1.38%1.77%Q4 2020Q3 20214
JANE STREET GROUP, LLC 210.00%0.00%0.01%Q2 2014Q2 20204
JANUS HENDERSON INVESTORS US LLC 440.00%0.00%0.00%Q4 2015Q3 20164
Syverson Strege & Co 440.08%0.24%0.41%Q4 2020Q3 20214
Black Swift Group, LLC 442.52%3.28%4.28%Q1 2019Q4 20194
CLOUGH CAPITAL PARTNERS L P 220.01%0.07%0.12%Q3 2015Q3 20214
CULLEN/FROST BANKERS, INC. 310.00%0.00%0.00%Q1 2019Q3 20214
MACROVIEW INVESTMENT MANAGEMENT LLC 440.05%0.06%0.07%Q1 2019Q4 20194
Gary Goldberg Planning Services Inc 440.15%0.20%0.23%Q1 2014Q4 20144
SOA Wealth Advisors, LLC. 440.00%0.00%0.00%Q4 2020Q3 20214
Laurel Wealth Advisors, Inc. 440.03%0.04%0.04%Q4 2020Q3 20214
First Heartland Consultants, Inc. 440.14%0.33%0.40%Q2 2016Q1 20174
Laurion Capital Management LP 310.01%0.02%0.02%Q3 2015Q4 20174
Tennessee Valley Asset Management Partners 440.00%0.12%0.19%Q4 2020Q3 20214
Foster Victor Wealth Advisors, LLC 310.06%0.11%0.15%Q2 2019Q4 20204
Parkside Investments, LLC 310.06%0.11%0.14%Q2 2017Q3 20184
CORRADO ADVISORS, LLC 310.13%0.38%0.48%Q2 2014Q2 20164
FORVIS Wealth Advisors, LLC 310.02%0.03%0.04%Q4 2017Q2 20204
Baker Ellis Asset Management LLC 440.04%0.04%0.05%Q2 2014Q1 20154
MUFG Americas Holdings Corp 310.00%0.00%0.00%Q1 2015Q3 20214
FSA Wealth Management LLC 310.02%0.03%0.03%Q4 2019Q4 20204
Rehmann Capital Advisory Group 440.00%0.00%0.00%Q1 2018Q4 20184
Insight Advisors, LLC/ PA 440.10%0.11%0.13%Q4 2020Q3 20214
Sandy Spring Bank 440.00%0.00%0.01%Q1 2014Q4 20144
Newbridge Financial Services Group, Inc. 440.01%0.02%0.03%Q3 2020Q2 20214
UNITED CAPITAL FINANCIAL ADVISORS, LLC 210.00%0.00%0.00%Q3 2015Q3 20214
Next Capital Management LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Lido Advisors, LLC 330.05%0.06%0.07%Q1 2018Q3 20183
CERTUITY, LLC 330.06%0.07%0.08%Q1 2021Q3 20213
TOMPKINS FINANCIAL CORP 210.01%0.01%0.01%Q4 2020Q3 20213
WealthPLAN Partners, LLC 210.02%0.10%0.24%Q2 2016Q1 20173
Kaizen Financial Strategies 210.87%1.00%1.14%Q4 2020Q3 20213
Spire Wealth Management 330.00%0.00%0.01%Q1 2021Q3 20213
FOUNDERS BANK & TRUST 330.01%0.01%0.01%Q2 2014Q4 20143
Chiron Investment Management, LLC 330.69%0.73%0.78%Q1 2018Q3 20183
Retirement Group, LLC 330.36%0.40%0.42%Q1 2021Q3 20213
TCI Wealth Advisors, Inc. 210.01%0.02%0.03%Q2 2017Q1 20213
ATTICUS WEALTH MANAGEMENT, LLC 330.01%0.01%0.01%Q4 2019Q2 20203
ASSET MANAGEMENT CORP /IL/ /ADV 330.13%0.13%0.13%Q2 2020Q4 20203
MERCER GLOBAL ADVISORS INC /ADV 330.00%0.00%0.00%Q1 2021Q3 20213
Citadel Advisors 110.00%0.00%0.00%Q2 2017Q4 20193
1776 Wealth LLC 330.01%0.02%0.02%Q4 2019Q2 20203
FIRST NEW YORK SECURITIES LLC /NY 210.30%2.29%4.90%Q4 2013Q4 20143
Glassman Wealth Services 330.02%0.03%0.05%Q2 2016Q4 20163
THIRD AVENUE MANAGEMENT LLC 330.07%0.08%0.08%Q4 2013Q2 20143
Realta Investment Advisors 330.00%0.00%0.01%Q2 2019Q4 20193
BRINKER CAPITAL INC 330.05%0.05%0.06%Q1 2018Q3 20183
STEPHENS INC /AR/ 330.02%0.03%0.04%Q2 2013Q4 20133
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 330.00%0.00%0.00%Q2 2017Q4 20173
JPMORGAN CHASE & CO 330.00%0.00%0.00%Q4 2013Q2 20143
Venture Visionary Partners LLC 330.05%0.11%0.15%Q1 2021Q3 20213
Main Management LLC 330.08%0.08%0.09%Q2 2020Q4 20203
WASHINGTON TRUST BANK 210.00%0.01%0.01%Q4 2016Q3 20173
Total Clarity Wealth Management, Inc. 110.00%0.02%0.04%Q4 2019Q3 20213
DCM Advisors, LLC 330.12%0.15%0.19%Q1 2021Q3 20213
Equitable Holdings, Inc. 330.01%0.01%0.01%Q1 2021Q3 20213
TRANSCEND CAPITAL ADVISORS, LLC 210.04%0.05%0.07%Q4 2020Q3 20213
Genesis Wealth Advisors, LLC 330.14%0.17%0.23%Q4 2014Q2 20153
ROTHSCHILD INVESTMENT LLC /IL 330.03%0.03%0.03%Q4 2016Q2 20173
HARBOUR INVESTMENTS, INC. 330.02%0.02%0.02%Q1 2021Q3 20213
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q1 2015Q3 20213
AKANTHOS CAPITAL MANAGEMENT LLC 331.10%2.24%4.20%Q3 2013Q1 20143
OneDigital Investment Advisors LLC 210.01%0.26%0.54%Q4 2018Q3 20213
Walleye Trading LLC 330.00%0.01%0.01%Q4 2017Q2 20183
ALBION FINANCIAL GROUP /UT 210.00%0.00%0.00%Q4 2020Q3 20213
Weiss Asset Management LP 110.15%0.40%0.69%Q4 2015Q4 20183
Sargent Bickham Lagudis LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Red Door Wealth Management, LLC 210.03%0.05%0.06%Q1 2020Q2 20213
Trust Co 220.02%0.02%0.02%Q3 2016Q4 20162
Independent Portfolio Consultants, Inc. 220.13%0.14%0.14%Q1 2017Q2 20172
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
MATHER GROUP, LLC. 220.01%0.01%0.01%Q4 2020Q1 20212
LUMINUS MANAGEMENT LLC 220.03%0.07%0.10%Q3 2015Q4 20152
FIRETHORN WEALTH PARTNERS, LLC 220.27%0.28%0.30%Q1 2021Q2 20212
NewEdge Advisors, LLC 110.00%0.05%0.11%Q2 2016Q2 20172
Yorktown Management & Research Co Inc 220.13%0.28%0.44%Q1 2016Q2 20162
AVANTAX ADVISORY SERVICES, INC. 110.01%0.02%0.02%Q4 2019Q3 20202
Gradient Investments LLC 110.00%0.00%0.00%Q1 2018Q2 20212
Snowden Capital Advisors LLC 220.00%0.00%0.00%Q3 2019Q4 20192
BlueCrest Capital Management LLP 220.01%0.01%0.02%Q1 2014Q2 20142
Ancora Advisors LLC 110.01%0.05%0.10%Q1 2016Q4 20162
Eudaimonia Partners, LLC 110.00%0.01%0.02%Q1 2020Q1 20212
All Season Financial Advisors, Inc. 220.35%0.39%0.43%Q2 2021Q3 20212
American Financial Network Advisory Services LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Benchmark Wealth Management, LLC 220.17%0.20%0.24%Q4 2019Q1 20202
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Perella Weinberg Partners Capital Management LP 110.04%0.05%0.06%Q2 2013Q4 20132
Beacon Pointe Wealth Advisors, LLC 220.09%0.10%0.10%Q3 2019Q4 20192
Tarbox Family Office, Inc. 220.03%0.03%0.04%Q2 2021Q3 20212
HORIZON FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Whitnell & Co. 220.01%0.01%0.01%Q1 2018Q2 20182
PATHSTONE FAMILY OFFICE, LLC 110.02%0.03%0.04%Q2 2013Q4 20202
EMFO, LLC 220.06%0.07%0.07%Q2 2021Q3 20212
MYCIO WEALTH PARTNERS, LLC 220.02%0.02%0.02%Q3 2019Q4 20192
Limestone Value Partners, LLC 223.81%5.39%6.96%Q2 2016Q3 20162
Alpine Global Management, LLC 110.08%0.24%0.40%Q1 2016Q4 20182
SG Americas Securities, LLC 110.01%0.02%0.02%Q2 2013Q4 20152
Wealth & Pension Services Group, Inc. 220.15%0.15%0.16%Q2 2019Q3 20192
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 220.21%0.23%0.25%Q4 2019Q1 20202
Winchester Group Inc. 220.90%0.97%1.05%Q2 2013Q3 20132
SkyOak Wealth, LLC 220.07%0.08%0.10%Q1 2020Q2 20202
WESTPORT RESOURCES MANAGEMENT INC 220.01%0.01%0.02%Q3 2015Q4 20152
PANAGORA ASSET MANAGEMENT INC 220.00%0.00%0.00%Q1 2021Q2 20212
Zions Bancorporation 110.01%0.01%0.01%Q2 2015Q3 20182
Fort Point Capital Partners LLC 110.08%0.10%0.12%Q3 2017Q1 20182
Catamount Wealth Management 220.01%0.01%0.01%Q4 2018Q1 20192
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.03%0.03%0.03%Q4 2020Q1 20212
WEBSTER BANK, N. A. 220.00%0.01%0.02%Q4 2017Q1 20182
ROWLAND CARMICHAEL ADVISORS INC /ADV 110.10%0.14%0.18%Q2 2018Q4 20202
Vigilant Capital Management, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
EPG Wealth Management LLC 220.03%0.04%0.06%Q4 2019Q1 20202
CAPTRUST FINANCIAL ADVISORS 220.01%0.01%0.01%Q2 2013Q3 20132
Merriman Wealth Management, LLC 220.11%0.18%0.24%Q2 2016Q3 20162
MONETA GROUP INVESTMENT ADVISORS LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Brookstone Capital Management 220.04%0.05%0.06%Q2 2018Q3 20182
Stevens First Principles Investment Advisors 220.00%0.00%0.00%Q1 2019Q2 20192
FIRST INTERSTATE BANK 220.03%0.03%0.04%Q3 2015Q4 20152
Avantax Planning Partners, Inc. 110.00%0.00%0.01%Q1 2018Q3 20182
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2013Q4 20192
Patriot Financial Group Insurance Agency, LLC 220.02%0.08%0.15%Q4 2016Q1 20172
COMERICA BANK 220.00%0.00%0.01%Q2 2013Q3 20132
M Holdings Securities, Inc. 220.12%0.13%0.14%Q3 2015Q4 20152
Gator Capital Management, LLC 220.38%0.40%0.42%Q2 2015Q3 20152
WELLINGTON MANAGEMENT GROUP LLP 220.00%0.00%0.00%Q3 2015Q4 20152
Independent Advisor Alliance 110.03%0.04%0.05%Q1 2017Q4 20192
TORONTO DOMINION BANK 220.00%0.00%0.00%Q3 2014Q4 20142
Roble, Belko & Company, Inc 110.01%0.01%0.01%Q1 2015Q4 20192
RONALD BLUE & CO LLC 220.03%0.03%0.03%Q1 2014Q2 20142
Stanford Investment Group, Inc. 220.06%0.08%0.09%Q4 2014Q1 20152
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2014Q2 20141
Halpern Financial, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2019Q3 20191
Argent Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
J.W. COLE ADVISORS, INC. 110.02%0.02%0.02%Q3 2020Q3 20201
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Claro Advisors LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Allen Investment Management, LLC 110.03%0.03%0.03%Q3 2014Q3 20141
Csenge Advisory Group 110.02%0.02%0.02%Q3 2021Q3 20211
DAVENPORT & Co LLC 110.00%0.00%0.00%Q3 2021Q3 20211
R.P. Boggs & Co. 110.14%0.14%0.14%Q4 2020Q4 20201
RBA Wealth Management, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
LEVEL FOUR ADVISORY SERVICES, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Sequoia Financial Advisors, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
BBR PARTNERS, LLC 110.03%0.03%0.03%Q3 2015Q3 20151
OTA LLC 110.89%0.89%0.89%Q2 2014Q2 20141
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
TD Ameritrade Trust Co 110.61%0.61%0.61%Q3 2014Q3 20141
AQR Capital Management 110.02%0.02%0.02%Q2 2013Q2 20131
Ballew Advisors, Inc 110.00%0.00%0.00%Q3 2018Q3 20181
Claar Advisors LLC 110.89%0.89%0.89%Q4 2013Q4 20131
Gupta Wealth Management LLC 110.00%0.00%0.00%Q4 2015Q4 20151
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q3 2018Q3 20181
BOOTHBAY FUND MANAGEMENT, LLC 110.70%0.70%0.70%Q4 2014Q4 20141
EPIQ PARTNERS, LLC 113.30%3.30%3.30%Q4 2019Q4 20191
Dougherty Wealth Advisers LLC 110.15%0.15%0.15%Q4 2018Q4 20181
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Tidal Investments LLC 110.17%0.17%0.17%Q4 2018Q4 20181
ASSETMARK, INC 110.00%0.00%0.00%Q2 2021Q2 20211
Harbour Capital Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Pine River Capital Management L.P. 110.30%0.30%0.30%Q4 2013Q4 20131
CLEAR STREET MARKETS LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Altus Wealth Group LLC 110.08%0.08%0.08%Q4 2020Q4 20201
TD Capital Management LLC 110.01%0.01%0.01%Q4 2013Q4 20131
JHL Capital Group LLC 110.13%0.13%0.13%Q1 2016Q1 20161
TCG Advisors, LP 110.00%0.00%0.00%Q1 2019Q1 20191
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
MASSMUTUAL TRUST CO FSB/ADV 110.01%0.01%0.01%Q3 2014Q3 20141
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Virtue Capital Management, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
PATTON ALBERTSON MILLER GROUP, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
FineMark National Bank & Trust 110.00%0.00%0.00%Q2 2016Q2 20161
Archford Capital Strategies, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
COHEN & STEERS CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q1 2015Q1 20151
Geller Advisors LLC 110.78%0.78%0.78%Q2 2013Q2 20131
Flagship Private Wealth, LLC 111.24%1.24%1.24%Q3 2021Q3 20211
Estabrook Capital Management 110.00%0.00%0.00%Q3 2021Q3 20211
Busey Bank 110.00%0.00%0.00%Q4 2019Q4 20191
Risk Paradigm Group, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
WEALTHFRONT Corp 110.00%0.00%0.00%Q4 2014Q4 20141
U.S. Capital Wealth Advisors, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q3 2018Q3 20181
First PREMIER Bank 110.01%0.01%0.01%Q3 2016Q3 20161
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
GFS Advisors, LLC 110.12%0.12%0.12%Q1 2016Q1 20161
CALTON & ASSOCIATES, INC. 110.03%0.03%0.03%Q4 2017Q4 20171
TWIN FOCUS CAPITAL PARTNERS, LLC 110.09%0.09%0.09%Q2 2019Q2 20191
BLACKROCK ADVISORS LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Virtu Financial LLC 110.07%0.07%0.07%Q2 2020Q2 20201
PRELUDE CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
INVESTMENT HOUSE LLC 110.07%0.07%0.07%Q3 2013Q3 20131
Ironsides Partners LLC 110.01%0.01%0.01%Q4 2016Q4 20161
IMA Wealth, Inc. 110.14%0.14%0.14%Q3 2017Q3 20171
FIRST FINANCIAL EQUITY CORPORATION 110.08%0.08%0.08%Q1 2017Q1 20171
Strategic Blueprint, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Transamerica Financial Advisors, Inc. 110.06%0.06%0.06%Q4 2015Q4 20151
INGALLS & SNYDER LLC 110.02%0.02%0.02%Q2 2016Q2 20161
PSI Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Jane Street Holding, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Osbon Capital Management LLC 110.26%0.26%0.26%Q2 2019Q2 20191
Measured Wealth Private Client Group, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
TradeLink Global Equity LLC 110.12%0.12%0.12%Q4 2014Q4 20141
TEGEAN CAPITAL MANAGEMENT, LLC 116.60%6.60%6.60%Q3 2013Q3 20131
Certified Advisory Corp 110.01%0.01%0.01%Q1 2021Q1 20211
CLIFFORD SWAN INVESTMENT COUNSEL LLC 110.01%0.01%0.01%Q4 2019Q4 20191
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Mariner, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2016Q3 20161
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q4 2019Q4 20191
RAIFF PARTNERS INC 111.10%1.10%1.10%Q2 2016Q2 20161
IEQ CAPITAL, LLC 110.17%0.17%0.17%Q4 2020Q4 20201
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC 11100.00%100.00%100.00%Q4 2014Q4 20141
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.03%0.03%0.03%Q2 2019Q2 20191
Allworth Financial LP 110.00%0.00%0.00%Q1 2018Q1 20181
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q4 20171
HOWE & RUSLING INC 110.00%0.00%0.00%Q1 2021Q1 20211
Ground Swell Capital, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
Herold Advisors, Inc. 110.02%0.02%0.02%Q3 2021Q3 20211
Modus Advisors, LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Founders Financial Alliance, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Planning Solutions Group LLC 110.10%0.10%0.10%Q2 2019Q2 20191
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q1 2014Q1 20141
HOHIMER WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
WINTRUST INVESTMENTS LLC 110.06%0.06%0.06%Q1 2017Q1 20171
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2014Q2 20141
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2017Q4 20171
MRA Associates USA LLC 110.00%0.00%0.00%Q2 2019Q2 20191
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2016Q3 20161
External links

This page lists all the filers that currently own PIMCO DYNAMIC CR INCOME FD or have owned PIMCO DYNAMIC CR INCOME FD in the past.