Note:  Broker-dealers are required to disclose any material arrangements with the venues listed in each section below, including, but not limited to, any internalization or payment for order flow arrangements.

KVX

 

KOVACK SECURITIES, INC6451 NORTH FEDERAL HIGHWAYSUITE 1201FT LAUDERDALE FL 33308

 

SEC Rule 606 Quarterly Report for the Quarter Ending December 31, 2016

 

Securities Listed on New York Stock Exchange

 

 

 

 

 

Summary Statistics :

  Non-directed orders as percentage of total customer orders                                              100.00%
  Market orders as percentage of total market orders                                              89.47%
  Limit orders as percentage of total limit orders                                                         8.36%
  Other orders as percentage of total other orders                                                                    2.17%

Venues Receiving Significant Percentage of Total Non-Directed Orders :

 

  1.    Citadel Securities LLC

  98.34%

  2.    KCG Americas LLC

  0.70%

  3.    Knight Direct, LLC

  0.19%

  4.    BATS BZX Exchange

  0.16%

  5.    Investors Exchange

  0.12%

  6.    Morgan Stanley & Co. Incorporated

  0.12%

  7.    National Financial Services LLC

  0.12%

  8.    NASDAQ Execution Services, LLC

  0.12%

  9.    EDGX Exchange, Inc.

  0.05%

10.    Kovack Securities, Inc.

  0.02%

Information Concerning Significant Venues :
    1.    Citadel Securities LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                              99.53%    Limit orders as percentage of total limit orders                                       99.16%    Other orders as percentage of total other orders                                                  46.24%

    2.    KCG Americas LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                0.44%    Limit orders as percentage of total limit orders                                         0.84%    Other orders as percentage of total other orders                                                  10.75%

    3.    Knight Direct, LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                0.00%    Limit orders as percentage of total limit orders                                         0.00%    Other orders as percentage of total other orders                                                    8.60%

    4.    BATS BZX Exchange
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                0.00%    Limit orders as percentage of total limit orders                                         0.00%    Other orders as percentage of total other orders                                                    7.53%

    5.    Investors Exchange
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                0.00%    Limit orders as percentage of total limit orders                                         0.00%    Other orders as percentage of total other orders                                                    5.38%

    6.    Morgan Stanley & Co. Incorporated
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                0.00%    Limit orders as percentage of total limit orders                                         0.00%    Other orders as percentage of total other orders                                                    5.38%

    7.    National Financial Services LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                0.00%    Limit orders as percentage of total limit orders                                         0.00%    Other orders as percentage of total other orders                                                    5.38%

    8.    NASDAQ Execution Services, LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                0.00%    Limit orders as percentage of total limit orders                                         0.00%    Other orders as percentage of total other orders                                                    5.38%

    9.    EDGX Exchange, Inc.
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                0.00%    Limit orders as percentage of total limit orders                                         0.00%    Other orders as percentage of total other orders                                                    2.15%

    10.    Kovack Securities, Inc.
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                0.03%    Limit orders as percentage of total limit orders                                         0.00%    Other orders as percentage of total other orders                                                    0.00%

Securities Listed on The Nasdaq Stock Market

Summary Statistics :

  Non-directed orders as percentage of total customer orders                                              100.00%
  Market orders as percentage of total market orders                                              84.94%
  Limit orders as percentage of total limit orders                                                       14.06%
  Other orders as percentage of total other orders                                                                    1.00%

Venues Receiving Significant Percentage of Total Non-Directed Orders :

 

  1.    Citadel Securities LLC

  40.42%

  2.    KCG Americas LLC

  40.22%

  3.    G1 Execution Services, LLC

  4.85%

  4.    Two Sigma Securities, LLC

  3.20%

  5.    BATS BZX Exchange

  3.05%

  6.    EDGX Exchange, Inc.

  2.60%

  7.    BATS BYX Exchange

  1.30%

  8.    UBS Securities, LLC

  1.25%

  9.    National Financial Services LLC

  1.10%

10.    NASDAQ Execution Services, LLC

  0.95%

Information Concerning Significant Venues :
    1.    Citadel Securities LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                              43.40%    Limit orders as percentage of total limit orders                                       21.35%    Other orders as percentage of total other orders                                                  55.00%

    2.    KCG Americas LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                              43.11%    Limit orders as percentage of total limit orders                                       22.78%    Other orders as percentage of total other orders                                                  40.00%

    3.    G1 Execution Services, LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                5.12%    Limit orders as percentage of total limit orders                                         3.56%    Other orders as percentage of total other orders                                                    0.00%

    4.    Two Sigma Securities, LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                3.59%    Limit orders as percentage of total limit orders                                         1.07%    Other orders as percentage of total other orders                                                    0.00%

    5.    BATS BZX Exchange
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                0.00%    Limit orders as percentage of total limit orders                                       21.71%    Other orders as percentage of total other orders                                                    0.00%

    6.    EDGX Exchange, Inc.
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                0.00%    Limit orders as percentage of total limit orders                                       18.51%    Other orders as percentage of total other orders                                                    0.00%

    7.    BATS BYX Exchange
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                1.53%    Limit orders as percentage of total limit orders                                         0.00%    Other orders as percentage of total other orders                                                    0.00%

    8.    UBS Securities, LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                0.77%    Limit orders as percentage of total limit orders                                         4.27%    Other orders as percentage of total other orders                                                    0.00%

    9.    National Financial Services LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                1.30%    Limit orders as percentage of total limit orders                                         0.00%    Other orders as percentage of total other orders                                                    0.00%

    10.    NASDAQ Execution Services, LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                0.00%    Limit orders as percentage of total limit orders                                         6.76%    Other orders as percentage of total other orders                                                    0.00%

Securities Listed on NYSE MKT or Regional Exchanges

Summary Statistics :

  Non-directed orders as percentage of total customer orders                                              100.00%
  Market orders as percentage of total market orders                                              88.36%
  Limit orders as percentage of total limit orders                                                       10.24%
  Other orders as percentage of total other orders                                                                    1.40%

Venues Receiving Significant Percentage of Total Non-Directed Orders :

 

  1.    Citadel Securities LLC

  40.96%

  2.    KCG Americas LLC

  36.71%

  3.    Jane Street Capital, LLC

  4.87%

  4.    G1 Execution Services, LLC

  4.48%

  5.    Two Sigma Securities, LLC

  3.25%

  6.    BATS BZX Exchange

  1.96%

  7.    BATS BYX Exchange

  1.79%

  8.    EDGX Exchange, Inc.

  1.57%

  9.    Instinet LLC

  1.57%

10.    National Financial Services LLC

  0.95%

Information Concerning Significant Venues :
    1.    Citadel Securities LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                              42.62%    Limit orders as percentage of total limit orders                                       31.15%    Other orders as percentage of total other orders                                                    8.00%

    2.    KCG Americas LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                              39.27%    Limit orders as percentage of total limit orders                                       15.85%    Other orders as percentage of total other orders                                                  28.00%

    3.    Jane Street Capital, LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                5.00%    Limit orders as percentage of total limit orders                                         1.64%    Other orders as percentage of total other orders                                                  20.00%

    4.    G1 Execution Services, LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                3.67%    Limit orders as percentage of total limit orders                                       12.02%    Other orders as percentage of total other orders                                                    0.00%

    5.    Two Sigma Securities, LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                3.67%    Limit orders as percentage of total limit orders                                         0.00%    Other orders as percentage of total other orders                                                    0.00%

    6.    BATS BZX Exchange
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                0.00%    Limit orders as percentage of total limit orders                                       18.58%    Other orders as percentage of total other orders                                                    4.00%

    7.    BATS BYX Exchange
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                1.96%    Limit orders as percentage of total limit orders                                         0.55%    Other orders as percentage of total other orders                                                    0.00%

    8.    EDGX Exchange, Inc.
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                0.00%    Limit orders as percentage of total limit orders                                       14.75%    Other orders as percentage of total other orders                                                    4.00%

    9.    Instinet LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                1.65%    Limit orders as percentage of total limit orders                                         1.09%    Other orders as percentage of total other orders                                                    0.00%

    10.    National Financial Services LLC
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                1.01%    Limit orders as percentage of total limit orders                                         0.00%    Other orders as percentage of total other orders                                                    4.00%

Exchange - Listed Options

Summary Statistics :

  Non-directed orders as percentage of total customer orders                                              100.00%
  Market orders as percentage of total market orders                                              52.07%
  Limit orders as percentage of total limit orders                                                       43.25%
  Other orders as percentage of total other orders                                                                    4.68%

Venues Receiving Significant Percentage of Total Non-Directed Orders :

 

  1.    NASDAQ PHLX Options

  25.62%

  2.    NYSE Arca Options

  21.21%

  3.    The Chicago Board Options Exchange

  13.77%

  4.    BOX Option Exchange

  12.95%

  5.    The MIAX Options Exchange

  8.54%

  6.    BZX Options Exchange, Inc.

  4.13%

  7.    NASDAQ Options Market

  4.13%

  8.    NYSE Amex Options

  3.86%

  9.    ISE Gemini Options Exchange

  3.58%

10.    C2 Options Exchange

  0.83%

Information Concerning Significant Venues :
    1.    NASDAQ PHLX Options
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                              35.45%    Limit orders as percentage of total limit orders                                       13.38%    Other orders as percentage of total other orders                                                  29.41%

    2.    NYSE Arca Options
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                0.00%    Limit orders as percentage of total limit orders                                       49.04%    Other orders as percentage of total other orders                                                    0.00%

    3.    The Chicago Board Options Exchange
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                              13.76%    Limit orders as percentage of total limit orders                                         8.92%    Other orders as percentage of total other orders                                                  58.82%

    4.    BOX Option Exchange
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                              17.46%    Limit orders as percentage of total limit orders                                         8.28%    Other orders as percentage of total other orders                                                    5.88%

    5.    The MIAX Options Exchange
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                              13.23%    Limit orders as percentage of total limit orders                                         3.82%    Other orders as percentage of total other orders                                                    0.00%

    6.    BZX Options Exchange, Inc.
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                5.82%    Limit orders as percentage of total limit orders                                         2.55%    Other orders as percentage of total other orders                                                    0.00%

    7.    NASDAQ Options Market
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                1.06%    Limit orders as percentage of total limit orders                                         8.28%    Other orders as percentage of total other orders                                                    0.00%

    8.    NYSE Amex Options
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                6.88%    Limit orders as percentage of total limit orders                                         0.00%    Other orders as percentage of total other orders                                                    5.88%

    9.    ISE Gemini Options Exchange
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                3.70%    Limit orders as percentage of total limit orders                                         3.82%    Other orders as percentage of total other orders                                                    0.00%

    10.    C2 Options Exchange
            Types of Orders Routed to Venue :
                  Market orders as percentage of total market orders                                1.59%    Limit orders as percentage of total limit orders                                         0.00%    Other orders as percentage of total other orders                                                    0.00%