Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IFP Advisors, Inc | 14 | 8 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q2 2021 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2020 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2020 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 5 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2019 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 17 |
RAYMOND JAMES & ASSOCIATES | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2020 | 16 |
Private Advisor Group, LLC | 15 | 15 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q2 2020 | 15 |
UBS Group AG | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2020 | 15 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2020 | 14 |
Sage Capital Advisors,llc | 13 | 13 | 0.32% | 0.52% | 0.75% | Q2 2017 | Q2 2020 | 13 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 13 |
Shamrock Asset Management LLC | 12 | 12 | 0.07% | 0.25% | 0.56% | Q4 2016 | Q3 2019 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 12 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11 | 11 | 0.06% | 0.16% | 0.45% | Q2 2017 | Q4 2019 | 11 |
Lucia Wealth Services, LLC | 10 | 10 | 0.21% | 0.98% | 1.64% | Q4 2017 | Q1 2020 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2019 | 10 |
Lido Advisors, LLC | 9 | 9 | 0.01% | 0.04% | 0.07% | Q1 2018 | Q1 2020 | 9 |
Wealthcare Advisory Partners LLC | 9 | 9 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q1 2020 | 9 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
NorthCoast Asset Management LLC | 8 | 8 | 0.07% | 0.12% | 0.15% | Q4 2018 | Q3 2020 | 8 |
GOLDMAN SACHS GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Western Wealth Management, LLC | 7 | 7 | 0.06% | 0.11% | 0.16% | Q4 2018 | Q2 2020 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
CCG WEALTH MANAGEMENT, LLC | 6 | 6 | 0.36% | 0.81% | 1.05% | Q4 2018 | Q1 2020 | 6 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q1 2017 | 6 |
Carroll Financial Associates, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2020 | 6 |
MKD WEALTH COACHES, LLC | 6 | 6 | 6.47% | 7.83% | 9.12% | Q4 2018 | Q1 2020 | 6 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
MSI Financial Services Inc | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2016 | 5 |
First Heartland Consultants, Inc. | 5 | 5 | 0.21% | 0.25% | 0.26% | Q1 2019 | Q1 2020 | 5 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
MORGAN STANLEY | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 4 |
Virtu Financial LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Ken Stern & Associates, Inc. | 3 | 3 | 0.66% | 0.70% | 0.73% | Q1 2018 | Q3 2018 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q1 2020 | 3 |
WELLS FARGO & COMPANY/MN | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Ascension Capital Advisors, Inc. | 2 | 2 | 0.89% | 0.96% | 1.03% | Q4 2019 | Q1 2020 | 2 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 2 | 2 | 0.28% | 0.30% | 0.32% | Q2 2018 | Q3 2018 | 2 |
OSAIC HOLDINGS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 2 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
External links
This page lists all the filers that currently own REALITY SHS ETF TR or have owned REALITY SHS ETF TR in the past.