Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cutler Group LLC / CA | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2024 | 29 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
BANK OF AMERICA CORP /DE/ | 24 | 24 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q2 2024 | 24 |
Cambridge Investment Research Advisors, Inc. | 20 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2024 | 21 |
ROYAL BANK OF CANADA | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 21 |
MORGAN STANLEY | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2024 | 21 |
UBS Group AG | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2024 | 20 |
SG Americas Securities, LLC | 9 | 2 | 0.00% | 0.02% | 0.20% | Q4 2018 | Q2 2024 | 20 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2024 | 18 |
Main Management LLC | 17 | 17 | 0.01% | 0.03% | 0.11% | Q2 2020 | Q2 2024 | 17 |
Glen Eagle Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2024 | 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 17 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2024 | 17 |
CITIGROUP INC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 17 |
LPL Financial LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2024 | 17 |
Raymond James Financial Services Advisors, Inc. | 17 | 17 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q2 2024 | 17 |
WELLS FARGO & COMPANY/MN | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 16 |
RAYMOND JAMES & ASSOCIATES | 8 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 15 |
Steward Partners Investment Advisory, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 15 |
FMR LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 15 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2022 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Main Management ETF Advisors, LLC | 14 | 14 | 0.33% | 0.51% | 0.69% | Q1 2021 | Q2 2024 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q1 2024 | 14 |
Concord Wealth Partners | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2024 | 14 |
Geneos Wealth Management Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2023 | 14 |
Tower Research Capital LLC (TRC) | 13 | 13 | 0.00% | 0.03% | 0.12% | Q2 2021 | Q2 2024 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 13 |
Cetera Advisors LLC | 13 | 13 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q4 2023 | 13 |
VALLEY NATIONAL ADVISERS INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2024 | 13 |
American Portfolios Advisors | 10 | 2 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2022 | 12 |
FARMERS & MERCHANTS INVESTMENTS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2024 | 12 |
HARBOUR INVESTMENTS, INC. | 8 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2024 | 12 |
Ancora Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2023 | 12 |
Laurel Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
Merit Financial Group, LLC | 9 | 2 | 0.01% | 0.04% | 0.09% | Q2 2021 | Q2 2024 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
NATIONAL BANK OF CANADA /FI/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 10 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 10 |
HAZLETT, BURT & WATSON, INC. | 10 | 10 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q2 2024 | 10 |
Capital Analysts, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2022 | 10 |
GOLDMAN SACHS GROUP INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 10 |
STIFEL FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Kestra Advisory Services, LLC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Joseph P. Lucia & Associates, LLC | 7 | 2 | 0.00% | 0.22% | 0.46% | Q3 2019 | Q2 2022 | 9 |
First Allied Advisory Services, Inc. | 9 | 9 | 0.04% | 0.06% | 0.09% | Q3 2018 | Q3 2020 | 9 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
BANK OF MONTREAL /CAN/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Mirae Asset Global Investments Co., Ltd. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
WEDBUSH SECURITIES INC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2022 | 7 |
Stephens Consulting, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Global Retirement Partners, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
Federation des caisses Desjardins du Quebec | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
NewEdge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
OPPENHEIMER & CO INC | 7 | 7 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q4 2021 | 7 |
Texas Yale Capital Corp. | 7 | 7 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q2 2024 | 7 |
Acorn Wealth Advisors, LLC | 6 | 6 | 0.13% | 0.19% | 0.22% | Q3 2020 | Q4 2021 | 6 |
CWM, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 6 |
Belpointe Asset Management LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q2 2024 | 6 |
JAMES INVESTMENT RESEARCH, INC. | 6 | 6 | 0.01% | 0.36% | 0.68% | Q3 2020 | Q4 2021 | 6 |
Venturi Wealth Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2023 | 6 |
Advocacy Wealth Management Services, LLC | 6 | 6 | 0.00% | 0.53% | 3.19% | Q1 2021 | Q2 2022 | 6 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 6 |
F3Logic, LLC | 6 | 6 | 0.03% | 0.13% | 0.19% | Q3 2020 | Q4 2021 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
MONEY CONCEPTS CAPITAL CORP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
CIBC WORLD MARKET INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 5 |
ENVESTNET ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2024 | 5 |
OLD MISSION CAPITAL LLC | 5 | 5 | 0.01% | 0.06% | 0.15% | Q2 2021 | Q2 2022 | 5 |
Sowell Financial Services LLC | 3 | 1 | 0.00% | 0.13% | 0.60% | Q3 2018 | Q3 2021 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2024 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
BRIGHTON JONES LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Parallel Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 5 |
HUNTINGTON NATIONAL BANK | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q1 2022 | 5 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
US BANCORP \DE\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
JFS WEALTH ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2021 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Pinnacle Advisory Group, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2021 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q1 2022 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2020 | Q3 2021 | 4 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 6.61% | 9.01% | 11.30% | Q2 2020 | Q1 2021 | 4 |
New England Investment & Retirement Group, Inc. | 4 | 4 | 4.00% | 4.73% | 5.33% | Q2 2020 | Q1 2021 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Navis Wealth Advisors, LLC | 4 | 4 | 0.26% | 0.36% | 0.46% | Q4 2020 | Q3 2021 | 4 |
Cribstone Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Sigma Planning Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
MRA Advisory Group | 3 | 3 | 1.34% | 1.50% | 1.66% | Q4 2020 | Q2 2021 | 3 |
Realta Investment Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Great Diamond Partners, LLC | 3 | 3 | 0.18% | 0.22% | 0.29% | Q3 2020 | Q1 2021 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Future Financial Wealth Managment LLC | 3 | 3 | 0.62% | 0.94% | 1.10% | Q2 2021 | Q4 2021 | 3 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 3 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
TSFG, LLC | 3 | 3 | 0.10% | 0.15% | 0.19% | Q2 2021 | Q4 2021 | 3 |
FinTrust Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
Destiny Wealth Partners, LLC | 2 | 1 | 0.02% | 0.28% | 0.42% | Q4 2021 | Q3 2022 | 3 |
Thrive Wealth Management, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q2 2022 | 3 |
True Link Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
StoneX Group Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Janney Montgomery Scott LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Belvedere Trading LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Pensionmark Financial Group, LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q1 2020 | Q3 2020 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q1 2024 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BCS Wealth Management | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q2 2021 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 3 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Creative Planning | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Smart Portfolios, LLC | 3 | 3 | 0.95% | 1.16% | 1.46% | Q4 2021 | Q2 2022 | 3 |
First Heartland Consultants, Inc. | 3 | 3 | 0.36% | 0.41% | 0.49% | Q3 2020 | Q1 2021 | 3 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 2 |
Focus Financial Network, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q1 2020 | 2 |
BIVIN & ASSOCIATES, INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Provident Wealth Management, LLC | 2 | 2 | 0.64% | 0.72% | 0.79% | Q4 2020 | Q1 2021 | 2 |
Williams Jones Wealth Management, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.10% | 0.36% | 0.61% | Q3 2020 | Q4 2020 | 2 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TCWP LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q1 2022 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Ameritas Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Proquility Private Wealth Partners, LLC | 2 | 2 | 0.36% | 0.39% | 0.42% | Q1 2021 | Q2 2021 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Titus Wealth Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Northeast Financial Group, Inc. | 1 | 1 | 1.67% | 1.67% | 1.67% | Q4 2020 | Q4 2020 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 5.40% | 5.40% | 5.40% | Q4 2018 | Q4 2018 | 1 |
Advisor Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Milestone Advisory Partners | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2021 | Q2 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2018 | Q4 2018 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Activest Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own PROSHARES TR or have owned PROSHARES TR in the past.