Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
UBS Group AG | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
RAYMOND JAMES & ASSOCIATES | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Janney Montgomery Scott LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Moors & Cabot, Inc. | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
ROYAL BANK OF CANADA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BANK OF AMERICA CORP /DE/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Karpus Management, Inc. | 11 | 11 | 0.01% | 0.69% | 1.14% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MORGAN STANLEY | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
FIRST TRUST ADVISORS LP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
LPL Financial LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
STIFEL FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WELLS FARGO & COMPANY/MN | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
AMERIPRISE FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
FNY Investment Advisers, LLC | 7 | 3 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 10 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 10 | 10 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q2 2023 | 10 |
Sound Income Strategies, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Advisors Asset Management, Inc. | 10 | 10 | 0.02% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Claro Advisors LLC | 10 | 10 | 0.13% | 0.19% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Steward Partners Investment Advisory, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Stockman Wealth Management, Inc. | 9 | 9 | 0.06% | 0.09% | 0.13% | Q1 2021 | Q1 2023 | 9 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Dakota Wealth Management | 5 | 4 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Sugarloaf Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Rockefeller Capital Management L.P. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Cambridge Investment Research Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Shaker Financial Services, LLC | 4 | 1 | 0.11% | 0.50% | 1.50% | Q1 2021 | Q3 2023 | 8 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Quantedge Capital Pte Ltd | 5 | 2 | 0.09% | 0.26% | 0.62% | Q3 2021 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CWM, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Invesco Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Spire Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Thomas J. Herzfeld Advisors, Inc. | 6 | 6 | 0.62% | 1.06% | 1.38% | Q1 2021 | Q2 2022 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Stolper Co | 6 | 6 | 0.19% | 0.24% | 0.27% | Q1 2021 | Q2 2022 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 6 |
COMMONWEALTH EQUITY SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 5 |
Laidlaw Wealth Management LLC | 5 | 5 | 0.04% | 0.07% | 0.12% | Q3 2021 | Q3 2022 | 5 |
Equitable Holdings, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Sargent Bickham Lagudis LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
NEXT Financial Group, Inc | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Cornerstone Advisors, LLC | 3 | 1 | 0.18% | 0.28% | 0.38% | Q1 2021 | Q4 2022 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q4 2022 | 4 |
ROBINSON CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.39% | 0.52% | 0.72% | Q2 2021 | Q4 2021 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Elequin Capital, LP | 2 | 1 | 0.02% | 0.06% | 0.15% | Q4 2022 | Q3 2023 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
1607 Capital Partners, LLC | 3 | 3 | 0.11% | 0.18% | 0.26% | Q4 2022 | Q2 2023 | 3 |
ALTFEST L J & CO INC | 2 | 1 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q1 2022 | 3 |
SYKON CAPITAL LLC | 2 | 2 | 0.50% | 0.51% | 0.52% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
COHEN & STEERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
American Portfolios Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
CERTUITY, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Kovack Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Golden State Equity Partners | 2 | 2 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q3 2021 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
First National Bank of South Miami | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2022 | Q2 2022 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own VIRTUS ALLIANZGI ARTIFICIAL or have owned VIRTUS ALLIANZGI ARTIFICIAL in the past.