| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CWM, LLC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 17 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
| UBS Group AG | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 8 |
| OSAIC HOLDINGS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
| Citadel Advisors | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
| Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 7 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
| MML INVESTORS SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
| ENVESTNET ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
| Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
| Steward Financial Group LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 4 |
| HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
| Mendota Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
| Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
| WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
| Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
| Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own 2ND VOTE FDS or have owned 2ND VOTE FDS in the past.