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Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
C-Tracks Exchange-Traded Notes Citi Miller/Howard Strategic Dividend Reinvestor Fund $135,182,000
C-Tracks Exchange-Traded Notes Citi Miller/Howard MLP Fundamental Index $66,158,000
ProShares Russell 2000 Dividend Growers ETF $3,935,000
SPDR MSCI ACWI Low Carbon Target ETF $1,631,000
iShares Morningstar Large-Cap Value ETF $1,488,000
iShares Global REIT ETF $1,193,000
ProShares S&P MidCap 400 Dividend Aristocrats ETF $805,000
Vanguard Russell 3000 Index Fund $764,000
Oppenheimer Ultra Dividend Revenue ETF $670,000
Deutsche X-trackers Municipal Infrastructure Revenue Bond ETF $626,000
SPDR S&P 600 Small Cap ETF $503,000
Oppenheimer Small Cap Revenue ETF $331,000
VanEck Vectors CEF Municipal Income ETF $321,000
iShares Morningstar Mid-Cap Growth ETF $314,000
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund $286,000
iShares Edge MSCI Multifactor USA ETF $271,000
EMQQ The Emerging Markets Internet & Ecommerce ETF $261,000
VanEck Vectors-Investment Grade Floating Rate ETF $220,000
First Trust Small Cap Value AlphaDEX Fund $218,000
Direxion Daily FTSE China Bull 3X Shares $188,000
iShares Morningstar Small-Cap Value ETF $182,000
VanEck Vectors Uranium+Nuclear Energy ETF $173,000
iShares Convertible Bond ETF $131,000
Teucrium Sugar Fund $116,000
Vanguard Russell 2000 Growth Index Fund $108,000
Direxion Daily Russia Bull 3X Shares $98,000
Vanguard Russell 1000 Value Index Fund $97,000
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration Fund $88,000
Fidelity MSCI Consumer Discretionary Index ETF $87,000
First Trust Germany AlphaDEX Fund $85,000
First Trust Switzerland AlphaDEX Fund $81,000
First Trust BICK Index Fund $74,000
iShares MSCI Brazil Small-Cap ETF $71,000
iShares Government/Credit Bond ETF $54,000
WisdomTree Total Earnings Fund $53,000
iShares Edge MSCI USA Size Factor ETF $49,000
WisdomTree Total Dividend Fund $47,000
iShares International High Yield Bond ETF $47,000
First Trust Chindia ETF $46,000
SPDR FactSet Innovative Technology ETF $42,000
ProShares Ultra Health Care $40,000
SPDR Bloomberg Barclays Mortgage Backed Bond ETF $39,000
Vanguard Russell 1000 Index Fund $36,000
Schwab Fundamental Emerging Markets Large Company Index ETF $36,000
Pacer Trendpilot 100 ETF $34,000
iShares Treasury Floating Rate Bond ETF $33,000
Teucrium Soybean Fund $32,000
First Trust NASDAQ-100 Ex-Technology Sector Index Fund $30,000
Cambria Global Value ETF $30,000
PureFunds Video Game Tech ETF $29,000
SPDR S&P Global Dividend ETF $29,000
ProShares Ultra FTSE China 50 $29,000
Direxion Daily Brazil Bull 3X Shares $25,000
Vanguard Russell 2000 Value Index Fund $25,000
iShares MSCI Denmark Capped ETF $25,000
Cambria Global Asset Allocation ETF $23,000
WisdomTree Emerging Markets Consumer Growth Fund $22,000
First Trust Brazil AlphaDEX Fund $21,000
WisdomTree Germany Hedged Equity Fund $21,000
iShares Asia/Pacific Dividend ETF $20,000
SPDR SSGA Gender Diversity Index ETF $19,000
SPDR MSCI Emerging Markets StrategicFactors ETF $18,000
iShares Edge MSCI Min Vol Europe ETF $18,000
iShares MSCI ACWI Low Carbon Target ETF $16,000
IQ Real Return ETF $16,000
VanEck Vectors Gaming ETF $15,000
Direxion Daily Semiconductor Bull 3X Shares $15,000
First Trust Small Cap Growth AlphaDEX Fund $14,000
First Trust Latin America AlphaDEX Fund $14,000
ProShares UltraShort Financials $13,000
WisdomTree China ex-State-Owned Enterprises Fund $12,000
First Trust Mid Cap Growth AlphaDEX Fund $11,000
Direxion Daily Technology Bull 3X Shares $11,000
Direxion Daily MSCI India Bull 3X Shares $8,000
Direxion Daily Financial Bear 3X Shares $7,000
ProShares UltraShort Nasdaq Biotechnology $6,000
VanEck Vectors AMT-Free Long Municipal Index ETF $6,000
VanEck Vectors Rare Earth/Strategic Metals ETF $6,000
VanEck Vectors Israel ETF $6,000
VanEck Vectors Environmental Services ETF $6,000
WisdomTree Emerging Currency Strategy Fund $5,000
Fidelity MSCI Industrials Index ETF $4,000
Global X China Financials ETF $4,000
VanEck Vectors Egypt Index ETF $3,000
Global X Gold Explorers ETF $1,000

    Assets

    Assets

    Last updated on Aug. 7, 2019
      • $25.3B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 48K
        Accounts
      • $529.4K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    7,211

    name start date
    Benjamin D Adams
    July 2017
    Anne Maree Tassell
    September 2012
    David Gilberto Garcia-Palma
    November 2013
    Robert Del Mauro
    March 2019
    Jennifer Marci Bernstein
    October 1998

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Aambg Reinsurance, Inc. -- --
      Bank Handlowy W Warszawie S.A. (Poland) -- --
      Cigpf Funding Corp. -- --
      Cigpf I Corp. -- --
      Citi Held for Asset Issuance, LLC -- --
      Citi International Financial Services LLC Broker-Dealer $0
      Citi Menkul Degerler Anonim Sirketi -- --
      Citi Order Routing and Execution, LLC Broker-Dealer --
      Citi Private Advisory, LLC Dual Registrant $11,242,962,330
      Citi Real Estate Funding Inc. -- --
      Citi Valores, Asesora De Inversión Y Casa De Bolsa, C.A -- --
      Citibanamex Casa De Bolsa, S.A. De C.V., Casa De Bolsa, Integrante Del Grupo Fianaciero Citibanamex -- --
      Citibank (Hong Kong) Limited -- --
      Citibank (Switzerland) A.G. -- --
      Citibank Berhad -- --
      Citibank Cameroon -- --
      Citibank Canada Investment Funds Limited -- --
      Citibank Korea Inc. -- --
      Citibank Taiwan Limited -- --
      Citibank Uganda Limited -- --
      Citibank Zambia Limited -- --
      Citibank, N.A. -- --
      Citicorp Capital Philippines, Inc -- --
      Citicorp Financial Services and Insurance Brokerage Philippines, Inc -- --
      Citicorp Insurance USA, Inc. -- --
      Citicorp International Limited -- --
      Citicorp Securities Services, Inc. Broker-Dealer --
      Citicorp Trust Delaware, N.A -- --
      Citicorp Trust South Dakota -- --
      Citigroup Alternative Investments LLC IAR $848,111,368
      Citigroup Commcercial Mortgage Participation LLC -- --
      Citigroup Commercial Mortgage Securities Inc. -- --
      Citigroup Derivatives Markets Inc. Broker-Dealer --
      Citigroup First Investment Management Limited -- --
      Citigroup Global Markets Asia Limited -- --
      Citigroup Global Markets Assessoria Ltda. -- --
      Citigroup Global Markets Australia Pty Limited -- --
      Citigroup Global Markets Brasil, Corretora De Cambio Titulos E Valores Mobiliarios S.A. -- --
      Citigroup Global Markets Canada Inc. -- --
      Citigroup Global Markets Deutschland Ag -- --
      Citigroup Global Markets Europe Ag -- --
      Citigroup Global Markets India Private Limited -- --
      Citigroup Global Markets Japan Inc -- --
      Citigroup Global Markets Korea Securities Ltd. -- --
      Citigroup Global Markets Limited -- --
      Citigroup Global Markets Malaysia Sdn. Bhd -- --
      Citigroup Global Markets Mauritius Private Limited -- --
      Citigroup Global Markets Mortgage Securities Iii, Inc. -- --
      Citigroup Global Markets Mortgage Securities Vi, Inc. -- --
      Citigroup Global Markets Mortgage Securities Vii, Inc. -- --
      Citigroup Global Markets Realty Corp. -- --
      Citigroup Global Markets Singapore Pte Ltd. -- --
      Citigroup Global Markets Singapore Securities Pte Ltd -- --
      Citigroup Global Markets Taiwan Securities Company Limited -- --
      Citigroup Global Markets Vehicle Securities Inc. -- --
      Citigroup Life Agency LLC -- --
      Citigroup Mortgage Loan Trust Inc. -- --
      Citigroup Private Equity (Cvci Gp) LLC -- --
      Citigroup Private Equity (Offshore) LLC -- --
      Citigroup Private Equity Lp -- --
      Citigroup Risk Brokers Inc. -- --
      Citigroup Saudi Arabia -- --
      Citimae Inc -- --
      Citinversiones De Titulos Y Valores, S. A. (Puesto De Bolsa Afiliado A La Bolsa De Valores De La Republica Dominicana) -- --
      Cititrust (Bahamas) Ltd. -- --
      Cititrust (Cayman) Ltd -- --
      Cititrust (Jersey) Ltd. -- --
      Cititrust (Singapore) Limited -- --
      Cititrust (Switzerland) Limited -- --
      Cititrust Colombia S.A. -- --
      Cititrust Limited -- --
      Cititrust Private Trust (Cayman) Limited -- --
      Cititrust Private Trust Zurich Gmbh -- --
      Citivalores S.A. -- --
      Citivalores S.A. Comisionista De Bolsa -- --
      Cmlti Asset Trust -- --
      Gwii Infrastructure Investments LLP -- --
      Gwii Ports Pty Ltd. -- --
      Home Mac Government Financial Corporation -- --
      Home Mac Mortgage Securities Corporation -- --
      Housing Securities Inc. -- --
      Latin American Investment Bank Bahamas Limited -- --
      Mortgage Capital Funding Inc. -- --
      P.T. Citigroup Sekuritas Indonesia -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Daniel Scott Palomaki Principal Financial Officer December, 2017 less than 5%
        Santo Vito Trombetta Principal Operations Officers (Finop) July, 2015 less than 5%
        Howard Denham Marsh Director July, 2018 less than 5%
        Daniel Laurence Keegan Ceo/Chairman/President July, 2018 less than 5%
        Jonathan Leach Director May, 2018 less than 5%
        John W Cummings Director May, 2018 less than 5%
        Ted Kirk Yarbrough Director May, 2018 less than 5%
        Edward Raymond Arnold Chief Compliance Officer - Equities And Equities Derivatives October, 2016 less than 5%
        Gary Michael Rosen Interim Chief Compliance Officer January, 2016 less than 5%
        Adam Reid Meshel Co-General Counsel April, 2013 less than 5%
        Dana Lynn Platt Chief Compliance Officer - Investment Advisory Businesses March, 2013 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees