Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 49 |
Citadel Advisors | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 44 |
Cutler Group LLC / CA | 10 | 3 | 0.00% | 0.00% | 0.03% | Q2 2019 | Q3 2023 | 41 |
ROYAL BANK OF CANADA | 24 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 35 |
UBS Group AG | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2022 | 30 |
BANK OF AMERICA CORP /DE/ | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 30 |
MORGAN STANLEY | 22 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 27 |
LPL Financial LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 26 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2022 | 23 |
Geneos Wealth Management Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2019 | 21 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q1 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Winslow, Evans & Crocker, Inc. | 14 | 5 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2020 | 19 |
Patten Group, Inc. | 15 | 4 | 0.00% | 0.02% | 0.12% | Q2 2015 | Q3 2021 | 19 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
American Portfolios Advisors | 17 | 17 | 0.00% | 0.02% | 0.09% | Q3 2018 | Q3 2022 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
CWM, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Stevard, LLC | 10 | 5 | 0.19% | 0.53% | 1.02% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Steward Partners Investment Advisory, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 14 |
Advisor Group, Inc. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 14 |
NTV ASSET MANAGEMENT LLC | 14 | 14 | 0.13% | 0.41% | 0.96% | Q2 2020 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 13 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q3 2023 | 13 |
GOLDMAN SACHS GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
CITIGROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 13 |
STIFEL FINANCIAL CORP | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 13 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
North Star Investment Management Corp. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Larson Financial Group LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Hudson Value Partners, LLC | 12 | 12 | 0.17% | 0.33% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.39% | 0.53% | 0.62% | Q4 2020 | Q3 2023 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Raymond James Financial Services Advisors, Inc. | 7 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 11 |
Allworth Financial LP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2021 | 11 |
Virtu KCG Holdings LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 11 |
Jaffetilchin Investment Partners, LLC | 11 | 11 | 0.03% | 0.37% | 1.86% | Q3 2020 | Q1 2023 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Cetera Advisors LLC | 6 | 5 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
SUMMIT FINANCIAL GROUP, INC. | 11 | 11 | 0.14% | 0.34% | 0.58% | Q2 2020 | Q4 2022 | 11 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 11 |
Joseph P. Lucia & Associates, LLC | 5 | 2 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q2 2022 | 11 |
Southland Equity Partners LLC | 7 | 3 | 0.08% | 0.15% | 0.28% | Q1 2021 | Q3 2023 | 10 |
Orion Capital Management LLC | 9 | 1 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
RAYMOND JAMES & ASSOCIATES | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 10 |
Investors Research Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2022 | 10 |
US BANCORP \DE\ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
NEXT Financial Group, Inc | 6 | 3 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q4 2021 | 9 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Janney Montgomery Scott LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q1 2022 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Gradient Investments LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
FIRST MANHATTAN CO. LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
IEQ CAPITAL, LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
SFI Advisors, LLC | 8 | 8 | 0.61% | 1.17% | 1.87% | Q4 2021 | Q3 2023 | 8 |
CAPTRUST FINANCIAL ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 8 | 8 | 0.05% | 0.18% | 0.25% | Q4 2020 | Q3 2022 | 8 |
Castleview Partners, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CERTUITY, LLC | 8 | 8 | 0.06% | 0.10% | 0.14% | Q3 2020 | Q2 2022 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 8 |
LAKE STREET PRIVATE WEALTH, LLC | 8 | 8 | 0.10% | 0.18% | 0.23% | Q1 2020 | Q4 2021 | 8 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
OPTIMUM INVESTMENT ADVISORS | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2020 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
PIN OAK INVESTMENT ADVISORS INC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
APPLETON PARTNERS INC/MA | 6 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2023 | 7 |
HAP Trading, LLC | 4 | 1 | 0.02% | 0.09% | 0.27% | Q1 2020 | Q2 2021 | 7 |
Field & Main Bank | 7 | 7 | 0.15% | 0.23% | 0.26% | Q4 2013 | Q2 2015 | 7 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
TUDOR INVESTMENT CORP ET AL | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
Main Management ETF Advisors, LLC | 6 | 6 | 0.48% | 0.64% | 0.70% | Q2 2022 | Q3 2023 | 6 |
Western Wealth Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 6 |
HighTower Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Sigma Planning Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 6 |
MSI Financial Services Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Cetera Investment Advisers | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Main Management LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Belpointe Asset Management LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q1 2023 | 6 |
Advisory Services Network, LLC | 4 | 2 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q1 2023 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.00% | 0.05% | 0.08% | Q2 2020 | Q2 2021 | 5 |
Csenge Advisory Group | 5 | 5 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q1 2022 | 5 |
HC FINANCIAL ADVISORS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
YHB Investment Advisors, Inc. | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Banque Cantonale Vaudoise | 5 | 5 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Private Advisor Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q2 2021 | 5 |
MOSELEY INVESTMENT MANAGEMENT INC | 5 | 5 | 0.12% | 0.18% | 0.21% | Q4 2020 | Q4 2021 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
HSBC HOLDINGS PLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Capital Advisory Group Advisory Services, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Executive Wealth Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 5 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q4 2021 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
BREWIN DOLPHIN LTD | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
BARCLAYS PLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Arete Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.08% | 0.16% | Q2 2020 | Q4 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.07% | 0.10% | 0.15% | Q3 2020 | Q2 2021 | 4 |
Lindbrook Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Summit X, LLC | 3 | 1 | 0.01% | 0.08% | 0.10% | Q3 2020 | Q3 2021 | 4 |
Optiver Holding B.V. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Charter Oak Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Retirement Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Parallel Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
StoneX Group Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Aristides Capital LLC | 3 | 3 | 0.23% | 0.52% | 0.78% | Q3 2021 | Q1 2022 | 3 |
Old West Investment Management, LLC | 3 | 3 | 0.25% | 0.26% | 0.28% | Q4 2020 | Q2 2021 | 3 |
Activest Wealth Management | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 3 |
Houlihan Financial Resource Group, Ltd. | 2 | 1 | 0.20% | 0.54% | 0.84% | Q3 2020 | Q4 2022 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Virtu Financial LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2018 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Belvedere Trading LLC | 3 | 3 | 0.17% | 0.20% | 0.22% | Q3 2020 | Q1 2021 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 3 |
AMERICAN INTERNATIONAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Lee Financial Group Hawaii, Inc. | 2 | 2 | 0.44% | 3.06% | 5.67% | Q4 2020 | Q1 2021 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
G&S Capital LLC | 2 | 2 | 0.63% | 0.64% | 0.64% | Q4 2020 | Q1 2021 | 2 |
IBEX WEALTH ADVISORS | 2 | 2 | 0.33% | 0.45% | 0.58% | Q4 2020 | Q1 2021 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
HOLDERNESS INVESTMENTS CO | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.14% | 0.99% | 1.84% | Q2 2020 | Q2 2021 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Secure Asset Management, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q3 2020 | Q4 2020 | 2 |
SYCOMORE ASSET MANAGEMENT | 2 | 2 | 0.04% | 0.22% | 0.41% | Q4 2020 | Q1 2021 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Legend Financial Advisors, Inc. | 2 | 2 | 0.26% | 1.66% | 3.05% | Q4 2020 | Q1 2021 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Synergy Asset Management, LLC | 1 | 1 | 0.90% | 1.05% | 1.20% | Q2 2022 | Q2 2023 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
TWO SIGMA ADVISERS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WJ Wealth Management, LLC | 2 | 2 | 0.64% | 0.65% | 0.66% | Q4 2020 | Q1 2021 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 2.04% | 3.80% | 5.57% | Q4 2020 | Q1 2021 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
Laurel Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Jordan Park Group LLC | 2 | 2 | 0.04% | 0.08% | 0.11% | Q1 2021 | Q2 2021 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.02% | 0.08% | 0.15% | Q2 2021 | Q3 2021 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 2 |
J.Safra Asset Management Corp | 1 | 1 | 0.17% | 0.24% | 0.32% | Q1 2021 | Q3 2021 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Apeiron RIA LLC | 2 | 2 | 0.15% | 0.18% | 0.20% | Q3 2022 | Q4 2022 | 2 |
Concord Wealth Partners | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Hilltop Holdings Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 1.77% | 1.77% | 1.77% | Q2 2019 | Q2 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2022 | Q2 2022 | 1 |
Watchman Group, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Power Corp of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CMC Financial Group | 1 | 1 | 2.72% | 2.72% | 2.72% | Q2 2021 | Q2 2021 | 1 |
TMD Wealth Management, LLC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q4 2021 | Q4 2021 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TREMBLANT CAPITAL GROUP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Elevation Capital Advisory, LLC | 1 | 1 | 8.94% | 8.94% | 8.94% | Q2 2021 | Q2 2021 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WealthCare Investment Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Empowered Funds, LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q2 2021 | Q2 2021 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2013 | Q4 2013 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2020 | Q2 2020 | 1 |
Lansing Street Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own RENAISSANCE CAP GREENWICH FD or have owned RENAISSANCE CAP GREENWICH FD in the past.