| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
| Pensionmark Financial Group, LLC | 16 | 16 | 0.04% | 0.37% | 0.71% | Q4 2019 | Q3 2023 | 16 |
| Geneos Wealth Management Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
| Financial Enhancement Group LLC | 15 | 15 | 0.13% | 0.27% | 0.38% | Q1 2020 | Q3 2023 | 15 |
| Cambridge Investment Research Advisors, Inc. | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
| Innova Wealth Partners | 12 | 12 | 0.74% | 0.87% | 1.00% | Q4 2020 | Q3 2023 | 12 |
| UBS Group AG | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
| JPMORGAN CHASE & CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
| CWM, LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
| WJ Interests, LLC | 6 | 6 | 12.30% | 13.48% | 15.28% | Q2 2022 | Q3 2023 | 6 |
| Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 5 |
| GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 4 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
| PETRA FINANCIAL ADVISORS INC | 2 | 2 | 0.44% | 0.46% | 0.48% | Q4 2022 | Q1 2023 | 2 |
| Financial Architects, Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
| AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
| OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
| GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
| BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own STRATEGY SHS or have owned STRATEGY SHS in the past.