Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
PARK AVENUE SECURITIES LLC | 18 | 18 | 0.08% | 0.20% | 0.34% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CreativeOne Wealth, LLC | 17 | 17 | 0.04% | 0.17% | 0.28% | Q3 2019 | Q3 2023 | 17 |
Patriot Financial Group Insurance Agency, LLC | 17 | 17 | 0.05% | 0.08% | 0.11% | Q3 2019 | Q3 2023 | 17 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.02% | 0.17% | 0.35% | Q4 2019 | Q3 2023 | 16 |
GeoWealth Management, LLC | 15 | 1 | 0.05% | 0.76% | 1.13% | Q3 2019 | Q3 2023 | 16 |
LPL Financial LLC | 16 | 16 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Rehmann Capital Advisory Group | 15 | 15 | 0.02% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Private Advisor Group, LLC | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Truadvice, LLC | 13 | 13 | 0.55% | 1.18% | 2.55% | Q3 2020 | Q3 2023 | 13 |
Simplicity Solutions, LLC | 8 | 5 | 0.03% | 0.52% | 1.52% | Q4 2019 | Q1 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Cambridge Investment Research Advisors, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
TD Capital Management LLC | 7 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Aspire Private Capital, LLC | 11 | 11 | 0.04% | 4.18% | 5.08% | Q1 2021 | Q3 2023 | 11 |
USAdvisors Wealth Management, LLC | 10 | 1 | 0.11% | 0.15% | 0.43% | Q3 2019 | Q3 2023 | 11 |
Professional Financial Advisors, LLC | 11 | 11 | 0.02% | 0.22% | 0.30% | Q4 2020 | Q2 2023 | 11 |
Apella Capital, LLC | 7 | 3 | 0.07% | 0.25% | 0.71% | Q2 2021 | Q4 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.06% | 0.27% | Q1 2021 | Q3 2023 | 10 |
NewEdge Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Fort Point Capital Partners LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.06% | 0.22% | 0.41% | Q2 2021 | Q3 2023 | 9 |
Sigma Planning Corp | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2022 | 9 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 9 |
Raleigh Capital Management Inc. | 8 | 8 | 1.15% | 1.85% | 3.68% | Q4 2021 | Q3 2023 | 8 |
MORGAN STANLEY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Kestra Advisory Services, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Future Financial Wealth Managment LLC | 8 | 8 | 0.42% | 1.64% | 3.27% | Q4 2020 | Q3 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.28% | 0.40% | 0.75% | Q4 2021 | Q3 2023 | 8 |
HighTower Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.21% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Fulcrum Equity Management | 8 | 8 | 0.12% | 0.18% | 0.26% | Q2 2020 | Q1 2022 | 8 |
IFP Advisors, Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.24% | 0.28% | 0.35% | Q4 2021 | Q3 2023 | 8 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7 | 7 | 0.02% | 0.08% | 0.12% | Q4 2019 | Q2 2021 | 7 |
UBS Group AG | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Creative Planning | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ROYAL BANK OF CANADA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.13% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 6 |
Austin Private Wealth, LLC | 5 | 5 | 0.05% | 0.20% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.23% | 0.34% | 0.38% | Q3 2022 | Q3 2023 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q2 2022 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.96% | 1.09% | 1.26% | Q3 2021 | Q3 2022 | 5 |
Cetera Investment Advisers | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Gladstone Institutional Advisory LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
RFG Advisory, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.34% | 0.42% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Concord Wealth Partners | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.79% | 0.89% | 0.99% | Q4 2022 | Q3 2023 | 4 |
Savior LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q2 2021 | 4 |
Aveo Capital Partners, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Capital CS Group, LLC | 3 | 3 | 0.20% | 1.14% | 1.62% | Q1 2023 | Q3 2023 | 3 |
LOCKERMAN FINANCIAL GROUP, INC. | 3 | 3 | 0.72% | 0.97% | 1.27% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.16% | 0.23% | 0.26% | Q1 2023 | Q3 2023 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Outlook Wealth Advisors, LLC | 3 | 3 | 0.68% | 0.75% | 0.84% | Q1 2023 | Q3 2023 | 3 |
Lokken Investment Group LLC | 3 | 3 | 1.10% | 1.20% | 1.36% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.08% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Colonial River Wealth Management, LLC | 3 | 3 | 0.24% | 0.26% | 0.27% | Q3 2022 | Q1 2023 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q1 2022 | 3 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Triumph Capital Management | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 2 |
WELLS FARGO & COMPANY/MN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Argent Trust Co | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.80% | 1.58% | Q3 2022 | Q2 2023 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.37% | 0.37% | 0.38% | Q1 2021 | Q2 2021 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Capitol Family Office, Inc. | 2 | 2 | 14.57% | 17.49% | 20.41% | Q2 2022 | Q3 2022 | 2 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 2 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.56% | 1.13% | Q4 2020 | Q2 2021 | 2 |
Spectrum Planning & Advisory Services Inc. | 2 | 2 | 0.53% | 0.53% | 0.53% | Q2 2023 | Q3 2023 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.24% | 0.47% | Q1 2022 | Q3 2022 | 2 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q4 2021 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.46% | 1.09% | 1.72% | Q3 2022 | Q4 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2022 | Q3 2022 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
55I, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
CITIGROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own SSGA ACTIVE TR or have owned SSGA ACTIVE TR in the past.