Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 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 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Advisors, LLC | 41 | 41 | 0.03% | 0.10% | 0.15% | Q4 2013 | Q4 2023 | 41 |
LPL Financial LLC | 24 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 26 | 3 | 0.02% | 0.19% | 0.79% | Q3 2013 | Q2 2023 | 38 |
GUGGENHEIM CAPITAL LLC | 30 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Cetera Advisor Networks LLC | 17 | 7 | 0.00% | 0.03% | 0.04% | Q4 2013 | Q2 2023 | 33 |
Advisors Asset Management, Inc. | 33 | 33 | 0.01% | 0.03% | 0.07% | Q3 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 32 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 33 |
Nuveen Asset Management, LLC | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 30 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
Neuberger Berman Group LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
ROBINSON CAPITAL MANAGEMENT, LLC | 20 | 2 | 0.57% | 2.26% | 3.62% | Q4 2015 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 27 |
US BANCORP \DE\ | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 26 |
RAYMOND JAMES & ASSOCIATES | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Janney Montgomery Scott LLC | 12 | 4 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2022 | 25 |
Sheaff Brock Investment Advisors, LLC | 25 | 25 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 25 |
MACKAY SHIELDS LLC | 24 | 24 | 0.01% | 0.06% | 0.18% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 14 | 1 | 0.02% | 0.31% | 0.70% | Q3 2013 | Q3 2023 | 23 |
Thomas J. Herzfeld Advisors, Inc. | 21 | 2 | 0.00% | 0.11% | 0.25% | Q2 2015 | Q4 2021 | 23 |
BANK OF MONTREAL /CAN/ | 17 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 22 |
COHEN & STEERS, INC. | 15 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 20 |
StrategIQ Financial Group, LLC | 20 | 20 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Creative Planning | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
Invesco Ltd. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 19 |
Cambridge Investment Research Advisors, Inc. | 11 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 18 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.02% | 0.04% | 0.11% | Q2 2015 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 18 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
CITIGROUP INC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2021 | 18 |
NATIONAL PLANNING CORP | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
Cutler Group LLC / CA | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2020 | 17 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 17 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 17 | 17 | 0.04% | 0.20% | 0.32% | Q4 2016 | Q4 2020 | 17 |
AQR Arbitrage LLC | 7 | 4 | 0.00% | 0.02% | 0.11% | Q4 2017 | Q3 2023 | 16 |
BAR HARBOR WEALTH MANAGEMENT | 16 | 16 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2021 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.07% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.20% | 1.15% | 2.24% | Q4 2017 | Q3 2023 | 16 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 15 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
FormulaFolio Investments, LLC | 14 | 14 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q4 2018 | 14 |
Horizon Kinetics | 8 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2018 | 14 |
Karpus Management, Inc. | 8 | 6 | 0.02% | 0.06% | 0.12% | Q1 2017 | Q3 2023 | 14 |
SUNTRUST BANKS INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2019 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.21% | 0.32% | 0.44% | Q2 2013 | Q2 2016 | 13 |
HOLLENCREST CAPITAL MANAGEMENT | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q3 2016 | 12 |
Sightline Wealth Advisors, LLC | 12 | 12 | 0.07% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 12 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Clear Harbor Asset Management, LLC | 10 | 10 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q1 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
6 Meridian | 8 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2021 | 10 |
IFP Advisors, Inc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 10 |
Onyx Bridge Wealth Group LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
CoreFirst Bank & Trust | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Parkside Financial Bank & Trust | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CULLEN/FROST BANKERS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Matisse Capital | 7 | 1 | 0.06% | 0.19% | 0.52% | Q1 2020 | Q3 2023 | 8 |
DOLIVER ADVISORS, LP | 7 | 1 | 0.14% | 0.62% | 1.18% | Q2 2015 | Q1 2018 | 8 |
Financial Advocates Investment Management | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 8 |
Ackerman Capital Advisors, LLC | 5 | 1 | 0.08% | 0.19% | 0.32% | Q4 2019 | Q3 2022 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q1 2018 | 8 |
XML Financial, LLC | 5 | 3 | 0.04% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 8 |
Wealthstreet Investment Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q3 2020 | 8 |
Samalin Investment Counsel, LLC | 6 | 2 | 0.05% | 0.14% | 0.27% | Q4 2019 | Q2 2023 | 8 |
GOODWIN DANIEL L | 7 | 7 | 0.06% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
BESSEMER GROUP INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Logan Stone Capital, LLC | 7 | 7 | 0.11% | 0.68% | 1.16% | Q1 2022 | Q3 2023 | 7 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 7 |
Vivaldi Capital Management LP | 5 | 2 | 0.00% | 0.65% | 1.14% | Q1 2017 | Q4 2018 | 7 |
Patten Group, Inc. | 7 | 7 | 0.00% | 0.09% | 0.19% | Q4 2014 | Q2 2016 | 7 |
1607 Capital Partners, LLC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q2 2023 | 7 |
Hennion & Walsh Asset Management, Inc. | 6 | 6 | 0.02% | 0.21% | 0.28% | Q1 2021 | Q2 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
Prospera Financial Services Inc | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Parcion Private Wealth LLC | 6 | 6 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q1 2021 | 6 |
Bank of New York Mellon Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 6 |
RIVERBRIDGE PARTNERS LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
FNY Investment Advisers, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q1 2021 | 6 |
IMA Wealth, Inc. | 3 | 2 | 0.07% | 0.17% | 0.34% | Q1 2015 | Q3 2017 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PANAGORA ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.00% | 0.06% | 0.07% | Q1 2022 | Q1 2023 | 5 |
STIFEL FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.01% | 0.01% | 0.04% | Q4 2015 | Q1 2018 | 5 |
CWM, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Virtu KCG Holdings LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 5 |
HARBOUR INVESTMENTS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
RMB Capital Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.07% | Q3 2016 | Q1 2020 | 5 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
M&T BANK CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.24% | 0.25% | 0.27% | Q4 2016 | Q3 2022 | 4 |
Spire Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Fiera Capital Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.06% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 4 |
Liberty Street Advisors, Inc. | 4 | 4 | 2.27% | 4.00% | 5.21% | Q4 2014 | Q3 2015 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 4 |
JPMORGAN CHASE & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Covestor Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2018 | 3 |
Stratos Wealth Partners, LTD. | 3 | 3 | 0.05% | 0.06% | 0.08% | Q4 2014 | Q2 2015 | 3 |
FIRST FOUNDATION ADVISORS | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2015 | Q4 2015 | 3 |
Quantedge Capital Pte Ltd | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 3 |
FORVIS Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
AMERICAN INTERNATIONAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Rockefeller Capital Management L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Saba Capital Management, L.P. | 3 | 3 | 0.01% | 0.18% | 0.41% | Q1 2023 | Q3 2023 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Edge Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
American Portfolios Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 3 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sandbox Financial Partners, LLC | 3 | 3 | 0.05% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q4 2017 | 3 |
PINNACLE ASSOCIATES LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
J.P. Turner & Co Capital Mnagement, LLC | 2 | 2 | 0.22% | 0.27% | 0.31% | Q2 2015 | Q3 2015 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q1 2018 | 2 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q2 2020 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2017 | Q2 2017 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.11% | 0.20% | Q3 2016 | Q4 2016 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
SIT INVESTMENT ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2018 | 2 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Atlas Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q1 2010 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WFG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Doyle Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Phoenix Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2017 | Q1 2017 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Fort Point Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
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This page lists all the filers that currently own PIONEER MUN HIGH INCOME TR or have owned PIONEER MUN HIGH INCOME TR in the past.