| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
| Private Advisor Group, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
| ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
| Redwood Investment Management, LLC | 12 | 12 | 1.37% | 2.68% | 3.89% | Q4 2020 | Q3 2023 | 12 |
| OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
| AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.01% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
| CWM, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
| WELLS FARGO & COMPANY/MN | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
| HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 9 |
| Good Life Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
| Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
| Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
| Gladstone Institutional Advisory LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
| IHT Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
| Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 5 |
| Cambridge Investment Research Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
| Evolution Wealth Advisors, LLC | 5 | 5 | 0.11% | 0.14% | 0.16% | Q4 2021 | Q4 2022 | 5 |
| Mariner, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| Ford Financial Group, LLC | 4 | 4 | 0.67% | 0.78% | 0.90% | Q1 2022 | Q4 2022 | 4 |
| Coppell Advisory Solutions LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
| UBS Group AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
| Financial Designs Corp | 4 | 4 | 9.89% | 10.12% | 10.27% | Q4 2022 | Q3 2023 | 4 |
| Cetera Investment Advisers | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| Bleakley Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
| Perennial Investment Advisors, LLC | 3 | 3 | 0.41% | 0.42% | 0.43% | Q1 2023 | Q3 2023 | 3 |
| Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
| IFP Advisors, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Cooper Financial Group | 3 | 3 | 0.20% | 0.22% | 0.23% | Q4 2021 | Q2 2022 | 3 |
| JANE STREET GROUP, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
| JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
| Coppell Advisory Solutions Corp. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q1 2023 | 2 |
| Aurora Private Wealth, Inc. | 2 | 2 | 0.23% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
| StoneX Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
| Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| BANK OF AMERICA CORP /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| NEXT Financial Group, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
| OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
| Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own TWO RDS SHARED TR or have owned TWO RDS SHARED TR in the past.