TRIMTABS ETF TR shareholder history

Current and past TRIMTABS ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Madrona Financial Services, LLC 26260.13%3.42%9.83%Q2 2017Q3 202326
Santori & Peters, Inc. 24240.56%1.02%1.68%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.08%0.12%0.16%Q4 2017Q3 202324
Smart Money Group LLC 23230.48%1.81%4.22%Q1 2018Q3 202323
ROYAL BANK OF CANADA 23230.00%0.00%0.01%Q1 2018Q3 202323
LPL Financial LLC 23230.00%0.00%0.00%Q1 2018Q3 202323
Steward Partners Investment Advisory, LLC 22220.00%0.01%0.03%Q2 2018Q3 202322
MORGAN STANLEY 1810.00%0.00%0.00%Q3 2017Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.32%0.90%Q3 2018Q3 202321
Raymond James Financial Services Advisors, Inc. 1920.00%0.00%0.00%Q2 2018Q3 202321
COMMONWEALTH EQUITY SERVICES, LLC 20200.00%0.01%0.03%Q4 2017Q3 202220
WELLS FARGO & COMPANY/MN 1640.00%0.00%0.00%Q3 2018Q3 202320
SRS Capital Advisors, Inc. 1020.00%0.01%0.06%Q3 2018Q3 202319
CREATIVE FINANCIAL DESIGNS INC /ADV 17170.03%0.08%0.12%Q3 2019Q3 202317
UBS Group AG 1020.00%0.00%0.00%Q4 2018Q3 202317
ENVESTNET ASSET MANAGEMENT INC 1340.00%0.02%0.05%Q4 2018Q3 202317
SUSQUEHANNA INTERNATIONAL GROUP, LLP 920.00%0.00%0.00%Q3 2018Q3 202317
Ahrens Investment Partners LLC 1310.02%0.44%1.86%Q4 2016Q1 202317
Resonant Capital Advisors, LLC 16160.03%0.89%2.73%Q4 2019Q3 202316
Cambridge Investment Research Advisors, Inc. 16160.00%0.01%0.02%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.02%0.04%Q1 2020Q3 202315
LEVEL FOUR ADVISORY SERVICES, LLC 15150.02%0.38%1.07%Q1 2020Q3 202315
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 15150.00%0.00%0.00%Q1 2020Q3 202315
Donoghue Forlines LLC 13131.34%2.35%3.60%Q3 2020Q3 202313
MML INVESTORS SERVICES, LLC 13130.04%0.08%0.12%Q3 2020Q3 202313
Global Retirement Partners, LLC 750.01%0.02%0.04%Q3 2020Q3 202312
LADENBURG THALMANN FINANCIAL SERVICES INC. 12120.00%0.03%0.08%Q1 2017Q4 201912
Citadel Advisors 510.00%0.00%0.00%Q4 2018Q1 202312
IRON Financial LLC 12121.98%4.39%8.90%Q2 2017Q1 202012
Tradition Wealth Management, LLC 12120.03%0.06%0.07%Q4 2020Q3 202312
Geneos Wealth Management Inc. 12120.03%0.04%0.05%Q4 2020Q3 202312
Smart Portfolios, LLC 640.25%1.28%2.53%Q1 2021Q3 202310
Oxbow Advisors, LLC 10100.04%0.14%0.24%Q4 2017Q1 202010
First Horizon Advisors, Inc. 640.00%0.00%0.01%Q1 2021Q3 202310
Foundations Investment Advisors, LLC 10100.02%0.04%0.11%Q1 2020Q2 202210
FOUNDERS FINANCIAL SECURITIES LLC 990.11%0.20%0.41%Q1 2020Q1 20229
MBL Wealth, LLC 720.07%0.10%0.17%Q4 2020Q3 20239
HARBOUR INVESTMENTS, INC. 540.00%0.00%0.00%Q1 2021Q2 20239
STIFEL FINANCIAL CORP 990.00%0.00%0.00%Q3 2021Q3 20239
AVANTAX ADVISORY SERVICES, INC. 990.00%0.00%0.01%Q2 2021Q2 20239
IFP Advisors, Inc 990.00%0.00%0.00%Q3 2020Q3 20229
PARK AVENUE SECURITIES LLC 990.01%0.01%0.01%Q4 2020Q4 20229
Migdal Insurance & Financial Holdings Ltd. 990.00%0.00%0.00%Q3 2018Q3 20209
PRUDENTIAL FINANCIAL INC 990.00%0.00%0.00%Q3 2020Q3 20229
Arbiter Partners Capital Management LLC 880.02%0.03%0.04%Q4 2016Q3 20188
Mariner, LLC 880.03%0.04%0.06%Q4 2021Q3 20238
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
Claraphi Advisory Network, LLC 770.11%0.14%0.19%Q1 2020Q3 20217
JNBA Financial Advisors 520.00%0.00%0.00%Q1 2018Q4 20197
Kestra Advisory Services, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
JANE STREET GROUP, LLC 210.00%0.00%0.01%Q2 2017Q1 20207
SCOTIA CAPITAL INC. 770.00%0.01%0.01%Q3 2018Q1 20207
Platform Technology Partners 660.16%0.52%0.66%Q2 2022Q3 20236
MADISON INVESTMENT HOLDINGS INC 660.01%0.03%0.03%Q2 2018Q3 20196
NEXT Financial Group, Inc 660.04%0.11%0.12%Q3 2020Q4 20216
First Allied Advisory Services, Inc. 550.02%0.13%0.16%Q3 2018Q3 20195
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 550.53%0.65%0.85%Q3 2020Q3 20215
Private Advisor Group, LLC 310.00%0.01%0.01%Q3 2018Q2 20205
Amundi 550.00%0.00%0.00%Q4 2021Q4 20225
TrueWealth Advisors, LLC 550.11%0.13%0.19%Q1 2021Q1 20225
Advisor Group, Inc. 440.00%0.00%0.00%Q4 2017Q3 20184
Capital Investment Advisory Services, LLC 440.02%0.02%0.02%Q4 2018Q3 20194
THRIVENT FINANCIAL FOR LUTHERANS 440.01%0.02%0.02%Q1 2019Q4 20194
EVERGREEN CAPITAL MANAGEMENT LLC 440.02%0.02%0.02%Q1 2019Q4 20194
CWM, LLC 440.00%0.00%0.00%Q1 2018Q4 20184
BRYN MAWR TRUST Co 440.02%0.02%0.02%Q4 2022Q3 20234
FMR LLC 110.00%0.00%0.00%Q2 2019Q1 20234
American Portfolios Advisors 310.00%0.02%0.04%Q2 2021Q3 20224
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q1 2020Q4 20203
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
Stonebridge Capital Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
JPMORGAN CHASE & CO 330.00%0.00%0.00%Q1 2023Q3 20233
Advisory Services Network, LLC 210.00%0.00%0.00%Q3 2020Q2 20213
Spire Wealth Management 220.00%0.00%0.00%Q3 2021Q4 20212
Fortitude Advisory Group L.L.C. 220.03%0.03%0.03%Q4 2021Q1 20222
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 220.01%0.01%0.02%Q3 2019Q4 20192
Acorn Wealth Advisors, LLC 220.04%0.07%0.09%Q1 2018Q2 20182
FDx Advisors, Inc. 220.01%0.01%0.01%Q4 2017Q1 20182
Madison Asset Management, LLC 220.01%0.02%0.02%Q4 2019Q1 20202
Virtu Financial LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Virtu KCG Holdings LLC 220.01%0.01%0.01%Q1 2017Q2 20172
FLAGSTAR ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20222
US BANCORP \DE\ 220.00%0.00%0.00%Q4 2020Q1 20212
FLOW TRADERS U.S. LLC 220.00%0.01%0.01%Q1 2021Q2 20212
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
Commonwealth Equity Services, Inc 220.00%0.00%0.00%Q2 2017Q3 20172
GTS SECURITIES LLC 220.00%0.02%0.03%Q2 2023Q3 20232
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.03%0.03%0.03%Q1 2021Q2 20212
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
MADRONA FUNDS, LLC 115.70%5.70%5.70%Q3 2019Q3 20191
Signify Wealth 112.10%2.10%2.10%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2022Q4 20221
Oxler Private Wealth LLC 110.13%0.13%0.13%Q3 2022Q3 20221
Bank of New York Mellon Corp 110.00%0.00%0.00%Q3 2020Q3 20201
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Orion Portfolio Solutions, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Creative Planning 110.00%0.00%0.00%Q2 2022Q2 20221
Capital Asset Advisory Services LLC 110.13%0.13%0.13%Q4 2019Q4 20191
LEVEL FOUR FINANCIAL, LLC 110.51%0.51%0.51%Q4 2020Q4 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
M Holdings Securities, Inc. 110.20%0.20%0.20%Q1 2020Q1 20201
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
DAVENPORT & Co LLC 110.00%0.00%0.00%Q4 2021Q4 20211
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q4 2019Q4 20191
NewEdge Advisors, LLC 110.11%0.11%0.11%Q4 2021Q4 20211
Private Capital Group, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Private Ocean, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
External links

This page lists all the filers that currently own TRIMTABS ETF TR or have owned TRIMTABS ETF TR in the past.