Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 35 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
BANK OF AMERICA CORP /DE/ | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2022 | 32 |
PNC FINANCIAL SERVICES GROUP, INC. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 29 |
STATE STREET CORP | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
LPL Financial LLC | 16 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 9 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2022 | 23 |
Advisors Preferred, LLC | 20 | 1 | 0.00% | 0.59% | 1.86% | Q2 2015 | Q2 2021 | 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q4 2019 | 21 |
Cambridge Investment Research Advisors, Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Joseph P. Lucia & Associates, LLC | 18 | 18 | 0.14% | 0.23% | 0.62% | Q1 2019 | Q2 2023 | 18 |
CX Institutional | 18 | 18 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2022 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 16 |
RAYMOND JAMES & ASSOCIATES | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 6 | 4 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q4 2021 | 15 |
WFG Advisors, LP | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
AlphaStar Capital Management, LLC | 15 | 15 | 0.09% | 0.61% | 1.26% | Q1 2020 | Q3 2023 | 15 |
Virtu KCG Holdings LLC | 9 | 5 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 14 |
Advisor Group, Inc. | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 13 |
Rossmore Private Capital | 13 | 13 | 0.06% | 0.13% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2023 | 13 |
STIFEL FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Steward Partners Investment Advisory, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
IFP Advisors, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
BANK OF MONTREAL /CAN/ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.05% | 0.10% | Q3 2019 | Q4 2021 | 8 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 8 |
Baird Financial Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2020 | 6 |
MANCHESTER FINANCIAL INC | 6 | 6 | 4.46% | 8.57% | 15.18% | Q4 2018 | Q1 2020 | 6 |
AE Wealth Management LLC | 3 | 1 | 0.03% | 0.16% | 0.30% | Q3 2019 | Q2 2021 | 6 |
Detalus Advisors, LLC | 6 | 6 | 0.24% | 0.49% | 0.60% | Q4 2019 | Q1 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Sandy Spring Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 5 |
SWS Partners | 5 | 5 | 1.32% | 1.47% | 1.66% | Q4 2017 | Q4 2018 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 4 |
Trilogy Capital Inc. | 2 | 2 | 0.44% | 0.84% | 1.85% | Q1 2020 | Q1 2021 | 4 |
Lloyd Advisory Services, LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Kestra Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Tiller Private Wealth, Inc. | 4 | 4 | 0.31% | 0.70% | 0.96% | Q2 2022 | Q1 2023 | 4 |
Simplicity Solutions, LLC | 2 | 1 | 0.26% | 0.29% | 0.38% | Q3 2019 | Q4 2020 | 4 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 3 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 3 |
Janney Montgomery Scott LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 3 |
American Portfolios Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CMC Financial Group | 2 | 2 | 0.48% | 0.99% | 1.50% | Q4 2019 | Q1 2020 | 2 |
Blue Sky Asset Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2019 | Q1 2020 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HC Advisors, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2020 | Q1 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Atria Investments, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2022 | Q2 2022 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2021 | Q4 2021 | 1 |
Elevation Capital Advisory, LLC | 1 | 1 | 5.17% | 5.17% | 5.17% | Q2 2021 | Q2 2021 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TD Capital Management LLC | 1 | 1 | 15.19% | 15.19% | 15.19% | Q2 2013 | Q2 2013 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sterling Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own SSGA ACTIVE ETF TR or have owned SSGA ACTIVE ETF TR in the past.