Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cutler Group LLC / CA | 15 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 52 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 44 |
MORGAN STANLEY | 37 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
JANE STREET GROUP, LLC | 16 | 1 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q3 2023 | 35 |
WELLS FARGO & COMPANY/MN | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 34 |
LPL Financial LLC | 16 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 33 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 26 |
UBS Group AG | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 2 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2022 | 23 |
Ironsides Asset Advisors, LLC | 16 | 6 | 0.13% | 0.38% | 1.17% | Q4 2017 | Q3 2023 | 22 |
First Heartland Consultants, Inc. | 19 | 2 | 0.02% | 0.27% | 0.95% | Q2 2013 | Q3 2023 | 21 |
ROYAL BANK OF CANADA | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
InterOcean Capital, LLC | 14 | 3 | 0.06% | 0.25% | 0.51% | Q2 2013 | Q1 2020 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 19 |
EVERGREEN CAPITAL MANAGEMENT LLC | 17 | 17 | 0.02% | 0.05% | 0.12% | Q4 2015 | Q4 2019 | 17 |
FALCON POINT CAPITAL, LLC | 16 | 16 | 0.06% | 0.33% | 1.72% | Q3 2016 | Q2 2020 | 16 |
FLOW TRADERS U.S. LLC | 8 | 1 | 0.01% | 0.62% | 5.17% | Q2 2016 | Q1 2023 | 14 |
IFP Advisors, Inc | 6 | 1 | 0.00% | 0.02% | 0.19% | Q4 2015 | Q1 2023 | 14 |
Jefferies Group LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2022 | 14 |
Raymond James Financial Services Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2020 | 13 |
MACQUARIE GROUP LTD | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2018 | 13 |
Virtu Financial LLC | 8 | 1 | 0.02% | 0.15% | 0.71% | Q1 2016 | Q4 2019 | 13 |
BANK OF AMERICA CORP /DE/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 11 |
Advisor Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 11 |
US BANCORP \DE\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 10 |
Sicart Associates LLC | 10 | 10 | 2.05% | 3.29% | 4.68% | Q4 2017 | Q1 2020 | 10 |
KINGS POINT CAPITAL MANAGEMENT | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.13% | 0.16% | 0.21% | Q2 2013 | Q3 2015 | 9 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2022 | 9 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q1 2020 | 8 |
Parallel Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 8 |
Advisory Services Network, LLC | 5 | 3 | 0.00% | 0.03% | 0.12% | Q4 2014 | Q2 2023 | 8 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2016 | 8 |
Banque Cantonale Vaudoise | 7 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 8 |
BREWIN DOLPHIN LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
Csenge Advisory Group | 7 | 7 | 0.47% | 0.89% | 1.17% | Q1 2022 | Q3 2023 | 7 |
Worth Asset Management, LLC | 7 | 7 | 0.70% | 1.70% | 3.00% | Q1 2022 | Q3 2023 | 7 |
VISTA FINANCE, LLC | 6 | 6 | 5.51% | 11.93% | 16.04% | Q2 2022 | Q3 2023 | 6 |
Private Advisor Group, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2020 | 6 |
Hilltop Holdings Inc. | 6 | 6 | 0.08% | 0.84% | 1.34% | Q2 2022 | Q3 2023 | 6 |
Renaissance Technologies | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 5 | 1 | 2.69% | 6.13% | 8.88% | Q1 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 6 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q4 2022 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BlackDiamond Wealth Management, LLC | 6 | 6 | 0.41% | 0.59% | 0.78% | Q2 2022 | Q3 2023 | 6 |
Belvedere Trading LLC | 2 | 1 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q1 2023 | 6 |
BARCLAYS PLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 6 |
Belpointe Asset Management LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q1 2023 | 5 |
TD Waterhouse Canada Inc. | 3 | 2 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 5 |
NewEdge Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2022 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.03% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Cutler Capital Management, LLC | 5 | 5 | 0.07% | 0.11% | 0.12% | Q2 2013 | Q2 2014 | 5 |
Almanack Investment Partners, LLC. | 5 | 5 | 0.18% | 2.03% | 5.88% | Q2 2018 | Q2 2019 | 5 |
Hudock, Inc. | 5 | 5 | 0.13% | 0.69% | 0.94% | Q2 2018 | Q2 2019 | 5 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2015 | Q3 2016 | 5 |
Samalin Investment Counsel, LLC | 4 | 1 | 0.19% | 0.33% | 0.45% | Q2 2022 | Q3 2023 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Weaver Consulting Group | 5 | 5 | 0.02% | 0.07% | 0.26% | Q1 2019 | Q1 2020 | 5 |
Lake Hills Wealth Management, LLC | 5 | 5 | 2.83% | 4.75% | 6.09% | Q2 2022 | Q2 2023 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.01% | 1.11% | 1.92% | Q3 2022 | Q3 2023 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 5 |
GOLDMAN SACHS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 4 |
Atria Investments, Inc | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q4 2016 | 4 |
Gunderson Capital Management Inc. | 2 | 1 | 0.18% | 0.80% | 1.50% | Q4 2019 | Q3 2022 | 4 |
M Holdings Securities, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Geneos Wealth Management Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 4 |
New Harbor Financial Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q3 2015 | 4 |
Verition Fund Management LLC | 4 | 4 | 0.03% | 0.06% | 0.10% | Q3 2013 | Q2 2014 | 4 |
OSAIC HOLDINGS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JPMORGAN CHASE & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.12% | 0.19% | Q2 2022 | Q1 2023 | 4 |
UBS AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 4 |
Integrated Advisors Network LLC | 3 | 1 | 0.26% | 0.31% | 0.36% | Q1 2020 | Q4 2022 | 4 |
M.D. Sass, Inc. | 4 | 4 | 0.12% | 0.16% | 0.21% | Q1 2022 | Q4 2022 | 4 |
FIRST AMERICAN TRUST, FSB | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Mirae Asset Global Investments Co., Ltd. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PHILADELPHIA TRUST CO | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Brookstone Capital Management | 4 | 4 | 3.11% | 4.15% | 5.24% | Q3 2015 | Q2 2016 | 4 |
Castleview Partners, LLC | 4 | 4 | 0.00% | 0.03% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Portfolio Strategies Inc | 4 | 4 | 0.53% | 0.94% | 1.24% | Q4 2013 | Q3 2014 | 4 |
Hikari Tsushin, Inc. | 2 | 1 | 0.11% | 0.18% | 0.33% | Q1 2016 | Q1 2018 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.01% | 0.22% | 0.35% | Q4 2016 | Q2 2017 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q2 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Stratos Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.20% | 0.32% | Q1 2022 | Q3 2023 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q3 2022 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 0.54% | 0.68% | 0.85% | Q1 2023 | Q3 2023 | 3 |
SCHOLTZ & COMPANY, LLC | 3 | 3 | 0.15% | 1.02% | 1.84% | Q2 2022 | Q4 2022 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.20% | 0.23% | 0.25% | Q1 2019 | Q3 2019 | 3 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 3 |
Nadler Financial Group, Inc. | 3 | 3 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q4 2022 | 3 |
FNY Investment Advisers, LLC | 3 | 3 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
PEAK FINANCIAL ADVISORS LLC | 3 | 3 | 3.26% | 3.70% | 3.99% | Q4 2022 | Q2 2023 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
FIFTH THIRD BANCORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2022 | 3 |
Peak Capital Management LLC | 2 | 1 | 0.00% | 0.09% | 0.26% | Q2 2017 | Q2 2018 | 3 |
Investors Financial Group, LLC | 3 | 3 | 0.20% | 0.27% | 0.31% | Q4 2019 | Q2 2020 | 3 |
Verity Asset Management, Inc. | 3 | 3 | 0.12% | 0.19% | 0.25% | Q3 2022 | Q1 2023 | 3 |
Kingfisher Capital LLC | 1 | 1 | 0.26% | 0.35% | 0.44% | Q2 2016 | Q4 2016 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
McIlrath & Eck, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 2 |
Genesis Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 2 |
LASRY MARC | 2 | 2 | 0.13% | 0.23% | 0.33% | Q2 2013 | Q3 2013 | 2 |
J2 Capital Management Inc | 2 | 2 | 0.68% | 0.89% | 1.09% | Q3 2022 | Q4 2022 | 2 |
Maltin Wealth Management, Inc. | 2 | 2 | 1.02% | 1.35% | 1.69% | Q1 2022 | Q2 2022 | 2 |
Cavalier Investments, LLC | 1 | 1 | 0.77% | 0.86% | 0.95% | Q4 2018 | Q1 2022 | 2 |
ALTFEST L J & CO INC | 1 | 1 | 0.22% | 0.35% | 0.48% | Q2 2022 | Q2 2023 | 2 |
BTS Asset Management, Inc. | 1 | 1 | 4.33% | 17.43% | 30.53% | Q2 2013 | Q2 2022 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q2 2023 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.69% | 1.77% | 2.85% | Q2 2017 | Q3 2017 | 2 |
Private Wealth Advisors, LLC | 2 | 2 | 3.13% | 4.68% | 6.23% | Q4 2019 | Q1 2020 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.27% | 0.36% | 0.44% | Q1 2016 | Q2 2016 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 3.40% | 3.82% | 4.24% | Q2 2022 | Q3 2022 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 3.78% | 3.80% | 3.82% | Q3 2022 | Q4 2022 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Deane Retirement Strategies, Inc. | 1 | 1 | 0.00% | 0.49% | 0.98% | Q4 2022 | Q3 2023 | 2 |
Financial Architects, Inc | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Trek Financial, LLC | 1 | 1 | 0.03% | 0.07% | 0.12% | Q2 2020 | Q1 2023 | 2 |
IRON Financial LLC | 2 | 2 | 0.41% | 0.44% | 0.48% | Q1 2017 | Q2 2017 | 2 |
NVWM, LLC | 2 | 2 | 0.20% | 0.53% | 0.85% | Q1 2022 | Q2 2022 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 2 |
Weatherstone Capital Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Mid-American Wealth Advisory Group, Inc. | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2023 | Q3 2023 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
LEVITT CAPITAL MANAGEMENT LLC | 1 | 1 | 8.45% | 8.45% | 8.45% | Q2 2013 | Q2 2013 | 1 |
Glovista Investments LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q3 2015 | Q3 2015 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q4 2021 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 4.07% | 4.07% | 4.07% | Q1 2023 | Q1 2023 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Realta Investment Advisors | 1 | 1 | 1.65% | 1.65% | 1.65% | Q1 2020 | Q1 2020 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 3.38% | 3.38% | 3.38% | Q2 2015 | Q2 2015 | 1 |
Next Capital Management LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2022 | Q2 2022 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
PRIMORIS WEALTH ADVISORS, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2022 | Q2 2022 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Kensington Asset Management, LLC | 1 | 1 | 100.00% | 100.00% | 100.00% | Q2 2022 | Q2 2022 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Sigma Planning Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 3.94% | 3.94% | 3.94% | Q1 2020 | Q1 2020 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2018 | Q1 2018 | 1 |
Rikoon Group, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2016 | Q3 2016 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NKCFO LLC | 1 | 1 | 4.85% | 4.85% | 4.85% | Q4 2018 | Q4 2018 | 1 |
Demars Financial Group, LLC | 1 | 1 | 2.86% | 2.86% | 2.86% | Q3 2023 | Q3 2023 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2018 | Q4 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2011 | Q3 2011 | 1 |
Financial Services Advisory Inc | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2023 | Q1 2023 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2021 | Q1 2021 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
COMMONWEALTH EQUITY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Howard Capital Management Inc. | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2022 | Q3 2022 | 1 |
Park Edge Advisors, LLC | 1 | 1 | 3.18% | 3.18% | 3.18% | Q4 2022 | Q4 2022 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
RAYMOND JAMES & ASSOCIATES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own PROSHARES TR or have owned PROSHARES TR in the past.