IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

ADT Inc (ADT)

CUSIP: 00090Q103 | NYSE | Industrials · Security & Protection Services | Mid Cap | 1147 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Portfolio Management LLC57,175,3898.5%New 5%+ stakeSep 30, 202692d ahead of 13F (49,552,024 sh) · +7,623,365
13G/ABlackRock, Inc.69,300,80310.3%+628,168Jul 31, 202631d ahead of 13F (72,164,639 sh) · −2,863,836
13D/AState Farm Mutual Automobile Insurance Co133,333,33319.7%UnchangedJul 30, 202630d ahead of 13F (133,333,333 sh) · no change
13G/AVanguard Portfolio Management LLC57,175,389
8.5% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (49,552,024 sh) · +7,623,365
13G/ABlackRock, Inc.69,300,803
10.3% of class · Jul 31, 2026+628,168
31d ahead of 13F (72,164,639 sh) · −2,863,836
13D/AState Farm Mutual Automobile Insurance Co133,333,333
19.7% of class · Jul 30, 2026Unchanged
30d ahead of 13F (133,333,333 sh) · no change

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP43,322,385
0.0% of portfolio›$263.4M
Wasatch Advisors LP8,737,565
0.4% of portfolio›$53.1M
Bank of New York Mellon Corp5,036,512
0.0% of portfolio›$30.6M
DekaBank Deutsche Girozentrale3,497,926
0.1% of portfolio›$21.5M
Arnhold LLC2,904,656
1.3% of portfolio›$17.7M
Principal Financial Group Inc2,532,800
0.0% of portfolio›$15.4M
Wedge Capital Management L L P2,315,664
0.2% of portfolio›$14.1M
Creative Planning1,799,552
0.0% of portfolio›$10.9M
Robeco Institutional Asset Management B.V.1,396,542
0.0% of portfolio›$8.5M
Thrivent Financial for Lutherans1,129,769
0.0% of portfolio›$6.9M
Sound Income Strategies, LLC1,117,275
0.3% of portfolio›$7.3M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.877,865
0.2% of portfolio›$5.3M
LEE Danner & Bass Inc849,932
0.3% of portfolio›$5.2M
Crossmark Global Holdings, Inc.835,988
0.1% of portfolio›$5.1M
Alps Advisors Inc797,195
0.0% of portfolio›$4.8M
Illinois Municipal Retirement Fund696,395
0.0% of portfolio›$4.2M
Wealth Enhancement Advisory Services, LLC673,673
0.0% of portfolio›$3.8M
Citigroup Inc609,810
0.0% of portfolio›$3.7M
Virginia Retirement Systems ET Al596,050
0.0% of portfolio›$3.6M
Knights of Columbus Asset Advisors LLC503,356
0.2% of portfolio›$3.1M
Exchange Traded Concepts, LLC292,401
0.0% of portfolio›$1.8M
AlphaCore Capital LLC291,699
0.0% of portfolio›$1.8M
SEB Asset Management AB249,989
0.0% of portfolio›$1.5M
Achmea Investment Management B.V.242,703
0.0% of portfolio›$1.5M
New York State Teachers Retirement System229,402
0.0% of portfolio›$1.4M
Louisiana State Employees Retirement System227,400
0.0% of portfolio›$1.4M
B. Metzler seel. Sohn & Co. AG222,324
0.0% of portfolio›$1.4M
Oppenheimer & Co Inc220,700
0.0% of portfolio›$1.3M
Ethic Inc.215,004
0.0% of portfolio›$1.3M
State of New Jersey Common Pension Fund D176,065
0.0% of portfolio›$1.1M
State of Alaska, Department of Revenue168,588
0.0% of portfolio›$1.0M
Arizona State Retirement System152,889
0.0% of portfolio›$929.6K
Oak Thistle LLC150,288
0.1% of portfolio›$913.8K
Lanark Financial, Inc.148,350
0.1% of portfolio›$902.0K
Yousif Capital Management, LLC148,275
0.0% of portfolio›$901.5K
Amalgamated Bank147,783
0.0% of portfolio›$899.0K
HUB Investment Partners, LLC134,855
0.0% of portfolio›$819.9K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS125,792
0.0% of portfolio›$764.8K
Chicago Partners Investment Group LLC122,621
0.0% of portfolio›$846.1K
Oregon Public Employees Retirement Fund119,826
0.0% of portfolio›$728.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management100,026
0.0% of portfolio›$608.2K
Fulcrum Asset Management LLP99,340
0.0% of portfolio›$609.9K
Fifth Third Wealth Advisors LLC97,169
0.0% of portfolio›$590.8K
Pictet Asset Management Holding SA88,810
0.0% of portfolio›$540.0K
NorthCrest Asset Manangement, LLC83,006
0.0% of portfolio›$539.5K
State of Wyoming79,373
0.0% of portfolio›$482.6K
Wright Investors Service Inc78,836
0.1% of portfolio›$479.3K
Y-Intercept (Hong Kong) Ltd77,818
0.0% of portfolio›$473.1K
HB Wealth Management, LLC77,487
0.0% of portfolio›$385.3K
Sterling Capital Management LLC75,836
0.0% of portfolio›$461.1K
Brighton Jones LLC66,431
0.0% of portfolio›$403.9K
Mutual of America Capital Management LLC66,275
0.0% of portfolio›$403.0K
Swiss Life Asset Management Ltd63,015
0.0% of portfolio›$383.1K
iA Global Asset Management Inc.61,608
0.0% of portfolio›$375.0K
CX Institutional61,395
0.0% of portfolio›$373
Citizens Financial Group Inc60,287
0.0% of portfolio›$370.2K
MacKenzie Financial Corp60,202
0.0% of portfolio›$366.0K
Inscription Capital, LLC55,356
0.0% of portfolio›$336.6K
MBL Wealth, LLC53,254
0.0% of portfolio›$323.8K
Lido Advisors, LLC50,048
0.0% of portfolio›$304.3K
Farther Finance Advisors, LLC49,318
0.0% of portfolio›$299.9K
Symmetry Partners, LLC48,992
0.0% of portfolio›$297.9K
Certuity, LLC47,571
0.0% of portfolio›$289.2K
SAX Wealth Advisors, LLC46,075
0.0% of portfolio›$280.1K
Gallacher Capital Management LLC45,932
0.2% of portfolio›$279.3K
CIBC Asset Management Inc45,696
0.0% of portfolio›$277.8K
Crestwood Advisors Group, LLC44,715
0.0% of portfolio›$271.9K
Park Capital Management, LLC / WI43,802
0.1% of portfolio›$266.3K
Axxcess Wealth Management, LLC43,218
0.0% of portfolio›$262.8K
Mattern Wealth Management LLC40,000
0.0% of portfolio›$243.2K
Xponance LLC39,751
0.0% of portfolio›$241.7K
Anchyra Partners LLC39,524
0.1% of portfolio›$240.3K
Evergreen Capital Management LLC38,239
0.0% of portfolio›$234.4K
VestGen Advisors, LLC37,577
0.0% of portfolio›$228.5K
OpenArc Corporate Advisory, LLC37,474
0.0% of portfolio›$227.8K
SteelPeak Wealth, LLC37,069
0.0% of portfolio›$225.4K
Axxion S.A.36,555
0.0% of portfolio›$222.3K
Vise Technologies, Inc.36,419
0.0% of portfolio›$221.4K
Nova R Wealth, Inc.35,840
0.1% of portfolio›$217.9K
Larson Financial Group LLC34,807
0.0% of portfolio›$211.6K
Cortland Associates Inc32,649
0.0% of portfolio›$199.0K
Commonwealth Financial Services, LLC32,244
0.0% of portfolio›$196.0K
Vista Investment Partners LLC30,725
0.0% of portfolio›$186.8K
Sagespring Wealth Partners, LLC29,634
0.0% of portfolio›$180.2K
Krilogy Financial LLC29,047
0.0% of portfolio›$187.4K
Parallel Advisors, LLC28,943
0.0% of portfolio›$176.0K
Able Wealth Management LLC28,503
0.0% of portfolio›$177.0K
Curated Wealth Partners LLC28,243
0.0% of portfolio›$171.7K
Imc-Chicago, LLC28,151
0.0% of portfolio›$171.2K
Cyndeo Wealth Partners, LLC26,730
0.0% of portfolio›$162.5K
Strs Ohio25,529
0.0% of portfolio›$155.2K
Parcion Private Wealth LLC25,060
0.0% of portfolio›$152.4K
EverSource Wealth Advisors, LLC25,031
0.0% of portfolio›$152.2K
T3 Companies, LLC25,000
0.1% of portfolio›$152.0K
Versant Capital Management, Inc24,531
0.0% of portfolio›$149.1K
Wedmont Private Capital24,142
0.0% of portfolio›$156.9K
Mirae Asset Global Investments Co., Ltd.23,262
0.0% of portfolio›$141.4K
Fortitude Family Office, LLC23,094
0.0% of portfolio›$140.4K
Sawgrass Asset Management LLC21,143
0.0% of portfolio›$128.5K
Daymark Wealth Partners, LLC20,994
0.0% of portfolio›$127.6K
Nisa Investment Advisors, LLC20,866
0.0% of portfolio›$128.0K
Dynamic Advisor Solutions LLC20,111
0.0% of portfolio›$122.3K
Simplex Trading, LLC19,509
0.0% of portfolio›$118.6K
55 North Private Wealth, LLC19,283
0.0% of portfolio›$117.2K
Jackson Creek Investment Advisors LLC19,256
0.1% of portfolio›$117.0K
Signaturefd, LLC18,631
0.0% of portfolio›$113.3K
Williams & Novak Wealth Management, LLC17,878
0.1% of portfolio›$108.7K
Sage Rhino Capital LLC17,606
0.0% of portfolio›$107.0K
Choreo, LLC17,538
0.0% of portfolio›$107.8K
Paragon Advisors, LLC17,095
0.0% of portfolio›$103.9K
North Dakota State Investment Board16,947
0.0% of portfolio›$103.0K
Kennedy Investment Group, Inc.16,919
0.0% of portfolio›$102.9K
Obsidian CIO, LLC16,790
0.1% of portfolio›$102.1K
WealthPlan Investment Management, LLC16,415
0.0% of portfolio›$99.8K
Range Financial Group LLC16,242
0.0% of portfolio›$98.8K
Innealta Capital, LLC15,822
0.1% of portfolio›$96.2K
KBC Group NV15,714
0.0% of portfolio›$96.0K
Pinnacle Wealth Planning Services, Inc.15,713
0.0% of portfolio›$95.5K
Huntleigh Advisors, Inc.15,500
0.0% of portfolio›$94.2K
Maia Wealth LLC15,302
0.0% of portfolio›$93.0K
Northwest Wealth Management, LLC14,632
0.0% of portfolio›$89.0K
Apollon Wealth Management, LLC14,302
0.0% of portfolio›$87.0K
Greenleaf Trust14,255
0.0% of portfolio›$86.7K
Abel Hall, LLC14,090
0.0% of portfolio›$85.7K
Profund Advisors LLC13,837
0.0% of portfolio›$84.1K
Atria Investments, Inc13,679
0.0% of portfolio›$83.2K
Gamma Investing LLC13,385
0.0% of portfolio›$81.4K
Concurrent Investment Advisors, LLC13,343
0.0% of portfolio›$81.1K
Occidental Asset Management, LLC13,234
0.0% of portfolio›$80.5K
Summit Financial Wealth Advisors, LLC12,840
0.0% of portfolio›$78.1K
IFP Advisors, Inc12,718
0.0% of portfolio›$77.3K
SYM Financial Corp12,701
0.0% of portfolio›$77.2K
Perigon Wealth Management, LLC12,611
0.0% of portfolio›$76.7K
Truist Financial Corp12,568
0.0% of portfolio›$76.4K
Aaron Wealth Advisors LLC12,330
0.0% of portfolio›$75.0K
Bison Wealth, LLC12,098
0.0% of portfolio›$78.0K
Soltis Investment Advisors LLC11,811
0.0% of portfolio›$71.8K
Founders Grove Wealth Partners, LLC11,691
0.0% of portfolio›$71.1K
111 Capital11,684
0.0% of portfolio›$71.0K
Cidel Asset Management Inc11,642
0.0% of portfolio›$70.8K
PharVision Advisers, LLC11,584
2.9% of portfolio›$70.4K
Kathmere Capital Management, LLC11,550
0.0% of portfolio›$70.2K
Commonwealth Equity Services, LLC11,440
0.0% of portfolio›$69.6K
Nolet Wealth Management, LLC11,393
0.0% of portfolio›$69.3K
Cornerstone Wealth Group, LLC11,258
0.0% of portfolio›$68.4K
Root Financial Partners, LLC11,162
0.0% of portfolio›$67.9K
Calamos Wealth Management LLC10,959
0.0% of portfolio›$66.6K
Convergence Investment Partners, LLC10,784
0.0% of portfolio›$65.6K
1900 Wealth Management LLC10,606
0.0% of portfolio›$64.5K
Allegiance Financial Group Advisory Services LLC10,367
0.0% of portfolio›$63.7K
Interchange Capital Partners, LLC10,342
0.0% of portfolio›$62.9K
Cypress Point Wealth Management, LLC10,314
0.0% of portfolio›$62.7K
Ashton Thomas Private Wealth, LLC10,154
0.0% of portfolio›$61.7K
MGO One Seven LLC10,141
0.0% of portfolio›$61.7K
StoneX Group Inc.10,063
0.0% of portfolio›$61.2K
Essential Partners LLC8,713
0.0% of portfolio›$53.0K
True Wealth Design, LLC6,456
0.0% of portfolio›$39.3K
Elevation Wealth Partners, LLC6,094
0.0% of portfolio›$37.1K
Salomon & Ludwin, LLC5,849
0.0% of portfolio›$35.6K
SJS Investment Consulting Inc.5,139
0.0% of portfolio›$31.2K
Fairscale Capital, LLC5,100
0.0% of portfolio›$50.3K
Bfsg, LLC5,000
0.0% of portfolio›$30.4K
Harbor Capital Advisors, Inc.4,663
0.0% of portfolio›$28
Pension & Wealth Management Advisors, Inc.4,289
0.0% of portfolio›$26.1K
WPG Advisers, LLC4,067
0.0% of portfolio›$24.7K
BI Asset Management Fondsmaeglerselskab A/S3,964
0.0% of portfolio›$24.0K
Bayforest Capital Ltd3,459
0.0% of portfolio›$21.0K
Parkside Financial Bank & Trust3,020
0.0% of portfolio›$18.4K
Elyxium Wealth, LLC2,463
0.0% of portfolio›$15.0K
Bare Financial Services, Inc2,032
0.0% of portfolio›$12.4K
Reyes Financial Architecture, Inc.1,616
0.0% of portfolio›$9.8K
Clark Wealth Partners1,458
0.0% of portfolio›$8.9K
Provenance Wealth Advisors, LLC1,374
0.0% of portfolio›$8.4K
Caitong International Asset Management Co., Ltd1,264
0.0% of portfolio›$7.7K
Latitude Advisors, LLC1,232
0.0% of portfolio›$7.5K
Mather Group, Llc.1,171
0.0% of portfolio›$7.1K
Glass Jacobson Investment Advisors llc1,032
0.0% of portfolio›$6.3K
Towne Trust Company, N.a1,000
0.0% of portfolio›$6.1K
Highline Wealth Partners LLC896
0.0% of portfolio›$5.4K
TD Waterhouse Canada Inc.818
0.0% of portfolio›$5.1K
High Note Wealth, LLC809
0.0% of portfolio›$4.9K
Capital Advisors, Ltd. LLC755
0.0% of portfolio›$5
Mitsubishi UFJ Asset Management Co., Ltd.718
0.0% of portfolio›$4.4K
JFS Wealth Advisors, LLC704
0.0% of portfolio›$4.3K
Activest Wealth Management559
0.0% of portfolio›$3.4K
Creative Capital Management Investments LLC552
0.0% of portfolio›$3.4K
MassMutual Private Wealth & Trust, FSB547
0.0% of portfolio›$3.3K
Bell Investment Advisors, Inc519
0.0% of portfolio›$3.2K
Cedar Mountain Advisors, LLC462
0.0% of portfolio›$2.8K
SBI Securities Co., Ltd.432
0.0% of portfolio›$2.6K
Farmers & Merchants Investments Inc427
0.0% of portfolio›$2.6K
Ascentis Independent Advisors358
0.0% of portfolio›$2.2K
GoalVest Advisory LLC322
0.0% of portfolio›$2.0K
Triumph Capital Management300
0.0% of portfolio›$1.8K
Smallwood Wealth Investment Management, LLC257
0.0% of portfolio›$1.6K
Silver Grove Financial Group, Inc.215
0.0% of portfolio›$1.3K
Bay Harbor Wealth Management, LLC170
0.0% of portfolio›$1.0K
Torren Management, LLC163
0.0% of portfolio›$991
DiNuzzo Private Wealth, Inc.156
0.0% of portfolio›$949
Key Capital Management, Inc147
0.0% of portfolio›$894
Cromwell Holdings LLC115
0.0% of portfolio›$706
Tounjian Advisory Partners, LLC106
0.0% of portfolio›$644
CoreCap Advisors, LLC100
0.0% of portfolio›$608
Montgomery Financial Services LLC100
0.0% of portfolio›$608
Owl Creek Wealth Partners LLC95
0.0% of portfolio›$578
TD Private Client Wealth LLC78
0.0% of portfolio›$474
Ascentis Wealth Management, LLC76
0.0% of portfolio›$462
Marquette Asset Management, LLC72
0.0% of portfolio›$438
Proathlete Wealth Management LLC68
0.0% of portfolio›$413
Assetmark, Inc60
0.0% of portfolio›$365
Gilpin Wealth Management, LLC57
0.0% of portfolio›$347
Financial Consulate, Inc52
0.0% of portfolio›$317
DecisionPoint Financial, LLC35
0.0% of portfolio›$219
American Capital Advisory, LLC19
0.0% of portfolio›$116
Maryland Capital Advisors Inc.15
0.0% of portfolio›$92
Signature Resources Capital Management, LLC8
0.0% of portfolio›$49
MV Capital Management, Inc.2
0.0% of portfolio›$13
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
43,322,385$263.4M0.0%IndexLowAustin, TX2026-11-04
Wasatch Advisors LP
8,737,565$53.1M0.4%GARPMediumSalt Lake City, UT2026-10-13
Bank of New York Mellon Corp
5,036,512$30.6M0.0%CoreLowNew York, NY2026-11-05
DekaBank Deutsche Girozentrale
3,497,926$21.5M0.1%CoreLowFrankfurt, Hong Kong2026-10-27
Arnhold LLC
2,904,656$17.7M1.3%GARPLowNew York, NY2026-10-26
Principal Financial Group Inc
2,532,800$15.4M0.0%CoreLowDes Moines, IA2026-11-02
Wedge Capital Management L L P
2,315,664$14.1M0.2%ValueMediumCharlotte, NC2026-10-13
Creative Planning
1,799,552$10.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Robeco Institutional Asset Management B.V.
1,396,542$8.5M0.0%CoreMediumRotterdam, Philippines2026-10-20
Thrivent Financial for Lutherans
1,129,769$6.9M0.0%GARPMediumMinneapolis, MN2026-11-05
Sound Income Strategies, LLC
1,117,275$7.3M0.3%YieldMediumFt Lauderdale, FL2026-10-09
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
877,865$5.3M0.2%CoreHighTurin, Latvia2026-10-22
LEE Danner & Bass Inc
849,932$5.2M0.3%ValueVery LowNashville, TN2026-10-27
Crossmark Global Holdings, Inc.
835,988$5.1M0.1%GARPMediumHouston, TX2026-10-21
Alps Advisors Inc
797,195$4.8M0.0%YieldLowDenver, CO2026-11-03
Illinois Municipal Retirement Fund
696,395$4.2M0.0%CoreMediumOak Brook, IL2026-11-05
Wealth Enhancement Advisory Services, LLC
673,673$3.8M0.0%CoreLowPlymouth, MN2026-10-13
Citigroup Inc
609,810$3.7M0.0%CoreMediumNew York, NY2026-11-04
Virginia Retirement Systems ET Al
596,050$3.6M0.0%CoreMediumRichmond, VA2026-10-28
Knights of Columbus Asset Advisors LLC
503,356$3.1M0.2%CoreMediumNew Haven, CT2026-11-05
Exchange Traded Concepts, LLC
292,401$1.8M0.0%GrowthMediumOklahoma City, OK2026-10-28
AlphaCore Capital LLC
291,699$1.8M0.0%ETFLowLa Jolla, CA2026-11-04
SEB Asset Management AB
249,989$1.5M0.0%CoreN/AStockholm, Sweden2026-11-04
Achmea Investment Management B.V.
242,703$1.5M0.0%CoreMediumZeist, Philippines2026-10-30
New York State Teachers Retirement System
229,402$1.4M0.0%CoreVery LowAlbany, NY2026-10-22
Louisiana State Employees Retirement System
227,400$1.4M0.0%IndexLowBaton Rouge, LA2026-10-20
B. Metzler seel. Sohn & Co. AG
222,324$1.4M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Oppenheimer & Co Inc
220,700$1.3M0.0%CoreLowNew York, NY2026-10-26
Ethic Inc.
215,004$1.3M0.0%CoreLowNew York, NY2026-11-03
State of New Jersey Common Pension Fund D
176,065$1.1M0.0%CoreLowTrenton, NJ2026-11-05
State of Alaska, Department of Revenue
168,588$1.0M0.0%CoreVery LowJuneau, AK2026-10-15
Arizona State Retirement System
152,889$929.6K0.0%IndexVery LowPhoenix, AZ2026-11-03
Oak Thistle LLC
150,288$913.8K0.1%ValueVery HighNew York, NY2026-10-21
Lanark Financial, Inc.
148,350$902.0K0.1%CoreMediumBirmingham, AL2026-10-26
Yousif Capital Management, LLC
148,275$901.5K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
147,783$899.0K0.0%CoreVery LowNew York, NY2026-10-23
HUB Investment Partners, LLC
134,855$819.9K0.0%GrowthLowAustin, TX2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
125,792$764.8K0.0%CoreLowHarrisburg, PA2026-11-03
Chicago Partners Investment Group LLC
122,621$846.1K0.0%GARPLowChicago, IL2026-10-27
Oregon Public Employees Retirement Fund
119,826$728.5K0.0%IndexVery LowTigard, OR2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
100,026$608.2K0.0%GrowthVery LowSeattle, WA2026-10-27
Fulcrum Asset Management LLP
99,340$609.9K0.0%CoreMediumLondon, United Kingdom2026-11-04
Fifth Third Wealth Advisors LLC
97,169$590.8K0.0%IndexVery LowCincinnati, OH2026-10-22
Pictet Asset Management Holding SA
88,810$540.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
NorthCrest Asset Manangement, LLC
83,006$539.5K0.0%GrowthLowPlymouth, MN2026-10-13
State of Wyoming
79,373$482.6K0.0%ValueHighCheyenne, WY2026-10-28
Wright Investors Service Inc
78,836$479.3K0.1%GrowthMediumShelton, CT2026-11-02
Y-Intercept (Hong Kong) Ltd
77,818$473.1K0.0%ValueVery HighHong Kong, South Korea2026-10-16
HB Wealth Management, LLC
77,487$385.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Sterling Capital Management LLC
75,836$461.1K0.0%GARPMediumCharlotte, NC2026-10-22
Brighton Jones LLC
66,431$403.9K0.0%CoreVery LowSeattle, WA2026-11-03
Mutual of America Capital Management LLC
66,275$403.0K0.0%IndexLowNew York, NY2026-10-23
Swiss Life Asset Management Ltd
63,015$383.1K0.0%CoreLowZurich, Switzerland2026-11-03
iA Global Asset Management Inc.
61,608$375.0K0.0%GrowthMediumQuebec, Austria2026-10-29
CX Institutional
61,395$3730.0%CoreMediumAuburn, IN2026-10-02
Citizens Financial Group Inc
60,287$370.2K0.0%GrowthLowProvidence, RI2026-10-23
MacKenzie Financial Corp
60,202$366.0K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Inscription Capital, LLC
55,356$336.6K0.0%GARPMediumHouston, TX2026-11-02
MBL Wealth, LLC
53,254$323.8K0.0%ETFLowCharlotte, NC2026-10-22
Lido Advisors, LLC
50,048$304.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Farther Finance Advisors, LLC
49,318$299.9K0.0%IndexLowSan Francisco, CA2026-10-08
Symmetry Partners, LLC
48,992$297.9K0.0%ETFLowGlastonbury, CT2026-10-27
Certuity, LLC
47,571$289.2K0.0%GARPLowNorth Palm Beach, FL2026-11-02
SAX Wealth Advisors, LLC
46,075$280.1K0.0%ETFVery LowParsippany, NJ2026-10-13
Gallacher Capital Management LLC
45,932$279.3K0.2%ValueMediumLone Tree, CO2026-10-30
CIBC Asset Management Inc
45,696$277.8K0.0%GARPLowToronto, South Africa2026-11-05
Crestwood Advisors Group, LLC
44,715$271.9K0.0%GrowthLowBoston, MA2026-10-27
Park Capital Management, LLC / WI
43,802$266.3K0.1%GrowthHighMadison, WI2026-10-13
Axxcess Wealth Management, LLC
43,218$262.8K0.0%CoreLowCarlsbad, CA2026-10-21
Mattern Wealth Management LLC
40,000$243.2K0.0%ETFVery LowLawrence, KS2026-11-04
Xponance LLC
39,751$241.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Anchyra Partners LLC
39,524$240.3K0.1%CoreLowAtlanta, GA2026-10-13
Evergreen Capital Management LLC
38,239$234.4K0.0%GARPMediumBellevue, WA2026-10-23
VestGen Advisors, LLC
37,577$228.5K0.0%GrowthMediumChicago, IL2026-10-27
OpenArc Corporate Advisory, LLC
37,474$227.8K0.0%GrowthLowAtlanta, GA2026-10-21
SteelPeak Wealth, LLC
37,069$225.4K0.0%GrowthHighWoodland Hills, CA2026-10-16
Axxion S.A.
36,555$222.3K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Vise Technologies, Inc.
36,419$221.4K0.0%IndexLowNew York, NY2026-10-29
Nova R Wealth, Inc.
35,840$217.9K0.1%ETFLowOverland Park, KS2026-10-26
Larson Financial Group LLC
34,807$211.6K0.0%GrowthLowSt Louis, MO2026-11-05
Cortland Associates Inc
32,649$199.0K0.0%ValueMediumSt Louis, MO2026-10-29
Commonwealth Financial Services, LLC
32,244$196.0K0.0%ETFMediumVienna, WV2026-10-20
Vista Investment Partners LLC
30,725$186.8K0.0%MomentumMediumOklahoma City, OK2026-10-08
Sagespring Wealth Partners, LLC
29,634$180.2K0.0%ETFLowFranklin, TN2026-10-22
Krilogy Financial LLC
29,047$187.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Parallel Advisors, LLC
28,943$176.0K0.0%IndexLowSan Francisco, CA2026-11-03
Able Wealth Management LLC
28,503$177.0K0.0%ETFMediumToms River, NJ2026-10-13
Curated Wealth Partners LLC
28,243$171.7K0.0%GARPLowEl Segundo, CA2026-10-15
Imc-Chicago, LLC
28,151$171.2K0.0%GARPVery HighChicago, IL2026-11-05
Cyndeo Wealth Partners, LLC
26,730$162.5K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Strs Ohio
25,529$155.2K0.0%CoreMediumColumbus, OH2026-10-30
Parcion Private Wealth LLC
25,060$152.4K0.0%CoreMediumBellevue, WA2026-10-28
EverSource Wealth Advisors, LLC
25,031$152.2K0.0%CoreMediumBirmingham, AL2026-11-04
T3 Companies, LLC
25,000$152.0K0.1%CoreVery HighNew York, NY2026-10-22
Versant Capital Management, Inc
24,531$149.1K0.0%GARPLowPhoenix, AZ2026-10-02
Wedmont Private Capital
24,142$156.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Mirae Asset Global Investments Co., Ltd.
23,262$141.4K0.0%GrowthLowSeoul, Malaysia2026-11-03
Fortitude Family Office, LLC
23,094$140.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Sawgrass Asset Management LLC
21,143$128.5K0.0%GrowthMediumPonte Vedra Beach, FL2026-11-03
Daymark Wealth Partners, LLC
20,994$127.6K0.0%CoreLowCincinnati, OH2026-11-04
Nisa Investment Advisors, LLC
20,866$128.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Dynamic Advisor Solutions LLC
20,111$122.3K0.0%ETFLowPhoenix, AZ2026-10-13
Simplex Trading, LLC
19,509$118.6K0.0%CoreVery HighChicago, IL2026-11-04
55 North Private Wealth, LLC
19,283$117.2K0.0%ETFLowWinter Park, FL2026-10-20
Jackson Creek Investment Advisors LLC
19,256$117.0K0.1%ValueVery HighCastle Rock, CO2026-11-04
Signaturefd, LLC
18,631$113.3K0.0%IndexLowAtlanta, GA2026-10-23
Williams & Novak Wealth Management, LLC
17,878$108.7K0.1%ETFMediumWestlake Village, CA2026-10-09
Sage Rhino Capital LLC
17,606$107.0K0.0%ETFLowMenlo Park, CA2026-10-28
Choreo, LLC
17,538$107.8K0.0%IndexLowRockford, IL2026-10-28
Paragon Advisors, LLC
17,095$103.9K0.0%ETFHighCollege Station, TX2026-11-03
North Dakota State Investment Board
16,947$103.0K0.0%GrowthMediumBismarck, ND2026-10-27
Kennedy Investment Group, Inc.
16,919$102.9K0.0%GrowthLowWest Deptford, NJ2026-10-21
Obsidian CIO, LLC
16,790$102.1K0.1%GrowthMediumNew York, NY2026-11-05
WealthPlan Investment Management, LLC
16,415$99.8K0.0%GrowthMediumOmaha, NE2026-10-15
Range Financial Group LLC
16,242$98.8K0.0%GARPMediumTigard, OR2026-10-21
Innealta Capital, LLC
15,822$96.2K0.1%ETFMediumAustin, TX2026-11-02
KBC Group NV
15,714$96.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Pinnacle Wealth Planning Services, Inc.
15,713$95.5K0.0%GARPLowMansfield, OH2026-10-27
Huntleigh Advisors, Inc.
15,500$94.2K0.0%GrowthMediumSt. Louis, MO2026-11-03
Maia Wealth LLC
15,302$93.0K0.0%ETFMediumDenver, CO2026-10-19
Northwest Wealth Management, LLC
14,632$89.0K0.0%ETFLowSpencer, IA2026-10-30
Apollon Wealth Management, LLC
14,302$87.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Greenleaf Trust
14,255$86.7K0.0%CoreLowKalamazoo, MI2026-10-29
Abel Hall, LLC
14,090$85.7K0.0%CoreMediumBaton Rouge, LA2026-10-19
Profund Advisors LLC
13,837$84.1K0.0%GrowthLowBethesda, MD2026-10-29
Atria Investments, Inc
13,679$83.2K0.0%CoreMediumCharlotte, NC2026-10-15
Gamma Investing LLC
13,385$81.4K0.0%IndexVery LowFoster City, CA2026-10-08
Concurrent Investment Advisors, LLC
13,343$81.1K0.0%GrowthMediumTampa, FL2026-10-16
Occidental Asset Management, LLC
13,234$80.5K0.0%GrowthLowBurlingame, CA2026-11-05
Summit Financial Wealth Advisors, LLC
12,840$78.1K0.0%ETFLowLafayette, LA2026-10-15
IFP Advisors, Inc
12,718$77.3K0.0%GrowthLowTampa, FL2026-10-16
SYM Financial Corp
12,701$77.2K0.0%ETFVery LowWinona Lake, IN2026-10-26
Perigon Wealth Management, LLC
12,611$76.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Truist Financial Corp
12,568$76.4K0.0%CoreLowCharlotte, NC2026-10-30
Aaron Wealth Advisors LLC
12,330$75.0K0.0%GrowthMediumChicago, IL2026-10-13
Bison Wealth, LLC
12,098$78.0K0.0%GrowthMediumAtlanta, GA2026-10-13
Soltis Investment Advisors LLC
11,811$71.8K0.0%CoreMediumSt. George, UT2026-10-28
Founders Grove Wealth Partners, LLC
11,691$71.1K0.0%ETFLowRichmond, VA2026-10-16
111 Capital
11,684$71.0K0.0%CoreVery HighParis, India2026-11-03
Cidel Asset Management Inc
11,642$70.8K0.0%CoreMediumToronto, Australia2026-10-29
PharVision Advisers, LLC
11,584$70.4K2.9%YieldVery HighBoca Raton, FL2026-10-29
Kathmere Capital Management, LLC
11,550$70.2K0.0%ETFLowWayne, PA2026-10-20
Commonwealth Equity Services, LLC
11,440$69.6K0.0%ETFLowWaltham, MA2026-11-02
Nolet Wealth Management, LLC
11,393$69.3K0.0%ETFMediumFort Worth, TX2026-10-15
Cornerstone Wealth Group, LLC
11,258$68.4K0.0%CoreMediumHuntersville, NC2026-11-02
Root Financial Partners, LLC
11,162$67.9K0.0%ETFMediumEncinitas, CA2026-10-21
Calamos Wealth Management LLC
10,959$66.6K0.0%GrowthMediumNaperville, IL2026-11-02
Convergence Investment Partners, LLC
10,784$65.6K0.0%GARPHighPalm Beach Gardens, FL2026-10-28
1900 Wealth Management LLC
10,606$64.5K0.0%ETFLowSan Antonio, TX2026-10-13
Allegiance Financial Group Advisory Services LLC
10,367$63.7K0.0%ETFLowVienna, VA2026-11-02
Interchange Capital Partners, LLC
10,342$62.9K0.0%GrowthLowPittsburgh, PA2026-10-28
Cypress Point Wealth Management, LLC
10,314$62.7K0.0%ETFLowDallas, TX2026-11-03
Ashton Thomas Private Wealth, LLC
10,154$61.7K0.0%CoreMediumScottsdale, AZ2026-11-03
MGO One Seven LLC
10,141$61.7K0.0%GrowthLowBeachwood, OH2026-10-28
StoneX Group Inc.
10,063$61.2K0.0%ETFMediumNew York, NY2026-11-03
Essential Partners LLC
8,713$53.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
6,456$39.3K0.0%ETFMediumAkron, OH2026-10-13
Elevation Wealth Partners, LLC
6,094$37.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Salomon & Ludwin, LLC
5,849$35.6K0.0%ETFVery LowRichmond, VA2026-10-29
SJS Investment Consulting Inc.
5,139$31.2K0.0%ETFVery LowSylvania, OH2026-10-26
Fairscale Capital, LLC
5,100$50.3K0.0%GrowthVery LowNashua, NH2026-11-04
Bfsg, LLC
5,000$30.4K0.0%CoreLowIrvine, CA2026-10-30
Harbor Capital Advisors, Inc.
4,663$280.0%ValueHighChicago, IL2026-10-22
Pension & Wealth Management Advisors, Inc.
4,289$26.1K0.0%ETFLowWaltham, MA2026-10-16
WPG Advisers, LLC
4,067$24.7K0.0%CoreLowBaltimore, MD2026-10-27
BI Asset Management Fondsmaeglerselskab A/S
3,964$24.0K0.0%CoreMediumKobenhavn, Greece2026-10-22
Bayforest Capital Ltd
3,459$21.0K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Parkside Financial Bank & Trust
3,020$18.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Elyxium Wealth, LLC
2,463$15.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Bare Financial Services, Inc
2,032$12.4K0.0%ETFVery LowGap, PA2026-11-04
Reyes Financial Architecture, Inc.
1,616$9.8K0.0%ETFVery HighSan Diego, CA2026-10-22
Clark Wealth Partners
1,458$8.9K0.0%ETFVery LowO'Fallon, IL2026-10-19
Provenance Wealth Advisors, LLC
1,374$8.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Caitong International Asset Management Co., Ltd
1,264$7.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Latitude Advisors, LLC
1,232$7.5K0.0%ETFLowYorkville, IL2026-10-27
Mather Group, Llc.
1,171$7.1K0.0%ETFMediumChicago, IL2026-10-14
Glass Jacobson Investment Advisors llc
1,032$6.3K0.0%ETFLowOwings Mills, MD2026-10-26
Towne Trust Company, N.a
1,000$6.1K0.0%CoreLowNewport News, VA2026-10-28
Highline Wealth Partners LLC
896$5.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
TD Waterhouse Canada Inc.
818$5.1K0.0%CoreLowToronto, Australia2026-10-16
High Note Wealth, LLC
809$4.9K0.0%ETFVery LowDeephaven, MN2026-10-27
Capital Advisors, Ltd. LLC
755$50.0%ETFLowShaker Heights, OH2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
718$4.4K0.0%IndexVery LowTokyo, Mexico2026-11-05
JFS Wealth Advisors, LLC
704$4.3K0.0%ETFVery LowHermitage, PA2026-11-03
Activest Wealth Management
559$3.4K0.0%ETFLowAventura, FL2026-10-15
Creative Capital Management Investments LLC
552$3.4K0.0%ETFLowSan Diego, CA2026-10-28
MassMutual Private Wealth & Trust, FSB
547$3.3K0.0%CoreLowSpringfield, MA2026-10-05
Bell Investment Advisors, Inc
519$3.2K0.0%ETFVery LowOrinda, CA2026-10-29
Cedar Mountain Advisors, LLC
462$2.8K0.0%ETFVery LowLake Oswego, OR2026-10-15
SBI Securities Co., Ltd.
432$2.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Farmers & Merchants Investments Inc
427$2.6K0.0%CoreVery LowLincoln, NE2026-10-22
Ascentis Independent Advisors
358$2.2K0.0%ETFLowDallas, TX2026-11-03
GoalVest Advisory LLC
322$2.0K0.0%ETFMediumNew York, NY2026-10-02
Triumph Capital Management
300$1.8K0.0%ETFMediumDenver, CO2026-10-14
Smallwood Wealth Investment Management, LLC
257$1.6K0.0%ETFVery LowRed Bank, NJ2026-10-30
Silver Grove Financial Group, Inc.
215$1.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Bay Harbor Wealth Management, LLC
170$1.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Torren Management, LLC
163$9910.0%ETFMediumSan Diego, CA2026-10-29
DiNuzzo Private Wealth, Inc.
156$9490.0%ETFLowBeaver, PA2026-10-16
Key Capital Management, Inc
147$8940.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Cromwell Holdings LLC
115$7060.0%IndexLowJackson, WY2026-10-28
Tounjian Advisory Partners, LLC
106$6440.0%GrowthHighFort Myers, FL2026-11-04
CoreCap Advisors, LLC
100$6080.0%ETFMediumSouthfield, MI2026-10-08
Montgomery Financial Services LLC
100$6080.0%ETFN/AOcean City, MD2026-11-03
Owl Creek Wealth Partners LLC
95$5780.0%IndexLowGreenwood Village, CO2026-10-20
TD Private Client Wealth LLC
78$4740.0%ETFLowNew York, NY2026-10-28
Ascentis Wealth Management, LLC
76$4620.0%Agg GrowthLowDallas, TX2026-11-03
Marquette Asset Management, LLC
72$4380.0%ETFVery LowMinneapolis, MN2026-10-09
Proathlete Wealth Management LLC
68$4130.0%ETFVery LowBoca Raton, FL2026-10-15
Assetmark, Inc
60$3650.0%ETFLowConcord, CA2026-10-21
Gilpin Wealth Management, LLC
57$3470.0%GrowthLowDenver, CO2026-10-09
Financial Consulate, Inc
52$3170.0%ETFLowHunt Valley, MD2026-10-23
DecisionPoint Financial, LLC
35$2190.0%ETFVery LowMesa, AZ2026-10-27
American Capital Advisory, LLC
19$1160.0%ETFLowKetchum, ID2026-10-28
Maryland Capital Advisors Inc.
15$920.0%ETFVery LowChester, MD2026-10-15
Signature Resources Capital Management, LLC
8$490.0%ETFLowNewport Beach, CA2026-10-16
MV Capital Management, Inc.
2$130.0%ETFLowBethesda, MD2026-10-29