Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.23% | 1.07% | Q2 2013 | Q2 2018 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 21 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
LPL Financial LLC | 20 | 20 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2018 | 20 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
CITIGROUP INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
SCOTIA CAPITAL INC. | 20 | 20 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q1 2018 | 20 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2018 | 19 |
RAYMOND JAMES & ASSOCIATES | 12 | 6 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q1 2018 | 18 |
Janney Montgomery Scott LLC | 9 | 7 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q1 2018 | 16 |
Raymond James Financial Services Advisors, Inc. | 8 | 7 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q1 2018 | 15 |
UBS Group AG | 14 | 14 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q1 2018 | 14 |
GOLDMAN SACHS GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 14 |
SG Americas Securities, LLC | 5 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2017 | 14 |
Parallax Volatility Advisers, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
JFS WEALTH ADVISORS, LLC | 9 | 5 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q2 2017 | 14 |
Koshinski Asset Management, Inc. | 14 | 14 | 0.08% | 0.15% | 0.22% | Q4 2014 | Q1 2018 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.12% | 0.18% | Q1 2015 | Q1 2018 | 13 |
AMERIPRISE FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 4 | 0.00% | 0.07% | 0.29% | Q2 2013 | Q2 2017 | 12 |
OPPENHEIMER & CO INC | 7 | 1 | 0.01% | 0.03% | 0.10% | Q4 2013 | Q1 2018 | 12 |
JANE STREET GROUP, LLC | 9 | 1 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q1 2018 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 10 |
RiverFront Investment Group, LLC | 10 | 10 | 0.02% | 4.06% | 9.96% | Q3 2012 | Q4 2014 | 10 |
Citadel Advisors | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 10 |
Creative Planning | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 10 |
Virtu Financial LLC | 4 | 1 | 0.03% | 0.15% | 0.32% | Q3 2013 | Q1 2018 | 10 |
Cutler Group LLC / CA | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2018 | 9 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.23% | 0.54% | Q2 2016 | Q1 2018 | 8 |
Friedenthal Financial | 4 | 1 | 0.47% | 1.17% | 3.95% | Q4 2013 | Q2 2021 | 8 |
US BANCORP \DE\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 8 |
EMORY UNIVERSITY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2013 | 8 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.03% | 0.14% | 0.60% | Q4 2013 | Q1 2018 | 8 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.11% | 0.36% | Q2 2014 | Q1 2018 | 7 |
Krilogy Financial LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2015 | 7 |
Burt Wealth Advisors | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 7 |
Baird Financial Group, Inc. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2017 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.02% | 0.09% | 0.12% | Q3 2016 | Q1 2018 | 7 |
Clark Capital Management Group, Inc. | 3 | 2 | 1.07% | 1.88% | 3.33% | Q1 2014 | Q1 2018 | 7 |
JPMORGAN CHASE & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 7 |
Cornerstone Wealth Management, LLC | 7 | 7 | 0.10% | 0.12% | 0.17% | Q3 2016 | Q1 2018 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Live Your Vision, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.01% | 0.06% | 0.12% | Q4 2016 | Q1 2018 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2014 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 6 |
Atria Investments, Inc | 3 | 1 | 0.09% | 0.18% | 0.38% | Q2 2013 | Q1 2018 | 6 |
Country Club Trust Company, n.a. | 3 | 3 | 0.17% | 0.24% | 0.36% | Q2 2016 | Q1 2018 | 6 |
Gradient Investments LLC | 3 | 1 | 0.00% | 3.61% | 20.45% | Q4 2013 | Q1 2018 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.01% | 0.16% | 0.30% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2015 | 5 |
Freedom Investment Management, Inc. | 3 | 1 | 0.15% | 0.25% | 0.34% | Q3 2013 | Q1 2015 | 5 |
Wealthcare Advisory Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Advisory Services Network, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Cardan Capital Partners, LLC | 3 | 2 | 1.16% | 1.32% | 1.46% | Q2 2016 | Q1 2018 | 5 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q1 2018 | 5 |
Legacy Private Trust Co. | 3 | 1 | 0.12% | 0.15% | 0.19% | Q2 2013 | Q2 2015 | 5 |
FIRST AMERICAN TRUST, FSB | 3 | 2 | 0.08% | 0.10% | 0.17% | Q3 2016 | Q1 2018 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q1 2018 | 5 |
Riggs Asset Managment Co. Inc. | 4 | 4 | 0.00% | 0.62% | 1.32% | Q4 2016 | Q3 2017 | 4 |
OPTIMUM INVESTMENT ADVISORS | 3 | 1 | 0.03% | 0.13% | 0.20% | Q4 2016 | Q1 2018 | 4 |
Rampart Investment Management Company, LLC | 3 | 1 | 0.26% | 6.50% | 23.07% | Q1 2015 | Q1 2018 | 4 |
BANK OF MONTREAL /CAN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.13% | 0.38% | 0.55% | Q4 2016 | Q1 2018 | 4 |
IFP Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 4 |
Argentus Capital Management, LLC | 2 | 1 | 0.08% | 0.10% | 0.13% | Q1 2014 | Q2 2015 | 4 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.05% | 0.07% | 0.08% | Q3 2016 | Q1 2018 | 4 |
Hudock, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
WOLVERINE TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2017 | 3 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Aft, Forsyth & Sober, LLC | 3 | 3 | 1.22% | 1.32% | 1.40% | Q2 2013 | Q4 2013 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
KMS FINANCIAL SERVICES, INC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q3 2014 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.53% | 1.05% | 1.59% | Q4 2016 | Q4 2017 | 3 |
TWO SIGMA SECURITIES, LLC | 3 | 3 | 0.07% | 0.13% | 0.25% | Q1 2017 | Q3 2017 | 3 |
BREITER CAPITAL MANAGEMENT INC | 2 | 2 | 0.88% | 0.97% | 1.05% | Q4 2017 | Q1 2018 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.88% | 0.93% | 0.99% | Q4 2016 | Q1 2017 | 2 |
FMR LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
East Coast Asset Management, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q1 2013 | 2 |
COMERICA BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Richard Bernstein Advisors LLC | 2 | 2 | 0.09% | 0.20% | 0.32% | Q1 2015 | Q2 2015 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2017 | Q4 2017 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2013 | Q3 2013 | 2 |
American Portfolios Advisors | 2 | 2 | 0.22% | 0.24% | 0.27% | Q4 2017 | Q1 2018 | 2 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 2 | 1.77% | 1.97% | 2.16% | Q3 2016 | Q4 2016 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
DRW Securities, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.20% | 0.20% | 0.21% | Q4 2016 | Q1 2017 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Glovista Investments LLC | 2 | 2 | 0.98% | 1.43% | 1.88% | Q2 2017 | Q3 2017 | 2 |
Simply Money Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Cambridge Investment Research Advisors, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Csenge Advisory Group | 2 | 2 | 0.27% | 0.47% | 0.67% | Q4 2017 | Q1 2018 | 2 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.13% | 0.15% | 0.17% | Q4 2016 | Q2 2017 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Financial Services Advisory Inc | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2017 | Q4 2017 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2016 | Q4 2016 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 4.28% | 4.28% | 4.28% | Q1 2018 | Q1 2018 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2014 | Q4 2014 | 1 |
SPROTT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2017 | Q1 2017 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2018 | Q1 2018 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
AFT, FORSYTH & COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2017 | Q4 2017 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2016 | Q4 2016 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2015 | Q2 2015 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2017 | Q3 2017 | 1 |
McAdam, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2014 | Q1 2014 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
COMMONWEALTH EQUITY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
External links
This page lists all the filers that currently own POWERSHARES ETF TR II or have owned POWERSHARES ETF TR II in the past.