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Agnc Investment Corp (AGNC)

CUSIP: 00123Q104 | NYSE | Real Estate · REIT - Mortgage | Large Cap | 1860 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/ABlackRock, Inc.117,996,5289.4%New 5%+ stakeSep 30, 202664,594,088 sh (Jun 30, 2026)
13G/ABlackRock, Inc.117,996,528
9.4% of class · Sep 30, 2026New 5%+ stake
64,594,088 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Equity Investment Corp7,422,910
1.3% of portfolio›$67.3M
Bank of New York Mellon Corp6,569,062
0.0% of portfolio›$59.6M
Davidson Investment Advisors3,322,527
1.3% of portfolio›$30.1M
Principal Financial Group Inc2,722,186
0.0% of portfolio›$24.7M
Allspring Global Investments Holdings, LLC2,119,593
0.0% of portfolio›$19.0M
Dupree Financial Group, LLC1,901,855
6.2% of portfolio›$17.2M
Retirement Systems of Alabama1,611,365
0.0% of portfolio›$14.6M
Wealth Enhancement Advisory Services, LLC1,528,814
0.0% of portfolio›$13.0M
Commonwealth Equity Services, LLC1,096,094
0.0% of portfolio›$9.9M
Thrivent Financial for Lutherans694,559
0.0% of portfolio›$6.3M
Illinois Municipal Retirement Fund689,868
0.1% of portfolio›$6.3M
International Assets Investment Management, LLC688,941
0.4% of portfolio›$6.2M
Pekin Hardy Strauss, Inc.649,342
0.5% of portfolio›$5.9M
Evergreen Capital Management LLC609,442
0.1% of portfolio›$5.6M
KBC Group NV585,953
0.0% of portfolio›$5.3M
Thompson Siegel & Walmsley LLC574,000
0.2% of portfolio›$5.2M
Amalgamated Bank526,201
0.1% of portfolio›$4.8M
Cambridge Investment Research Advisors, Inc.495,801
0.0% of portfolio›$4.5M
Kestra Advisory Services, LLC446,660
0.0% of portfolio›$4.1M
Mutual of America Capital Management LLC431,793
0.0% of portfolio›$3.9M
Independent Financial Group, LLC408,165
0.1% of portfolio›$3.7M
LFG Wealth Partners, LLC399,407
1.5% of portfolio›$3.6M
New York State Teachers Retirement System377,076
0.0% of portfolio›$3.4M
J.W. Cole Advisors, Inc.363,070
0.1% of portfolio›$3.3M
Compass Financial Management LLC362,595
0.4% of portfolio›$3.3M
Penn Mutual Asset Management360,000
14.1% of portfolio›$3.3M
Yousif Capital Management, LLC352,308
0.0% of portfolio›$3.2M
Louisiana State Employees Retirement System352,200
0.0% of portfolio›$3.2M
State of New Jersey Common Pension Fund D338,084
0.0% of portfolio›$3.1M
Creative Planning329,063
0.0% of portfolio›$3.0M
Arizona State Retirement System323,429
0.0% of portfolio›$2.9M
HUB Investment Partners, LLC319,472
0.1% of portfolio›$2.9M
Virginia Retirement Systems ET Al301,156
0.0% of portfolio›$2.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS282,968
0.0% of portfolio›$2.6M
State of Michigan Retirement System278,100
0.0% of portfolio›$2.5M
Sowell Financial Services LLC274,300
0.1% of portfolio›$2.5M
GraniteShares Advisors LLC261,960
1.6% of portfolio›$2.4M
Simplicity Wealth,LLC252,799
0.1% of portfolio›$2.3M
New Mexico Educational Retirement Board249,500
0.1% of portfolio›$2.3M
Oregon Public Employees Retirement Fund245,600
0.0% of portfolio›$2.2M
Ethic Inc.241,805
0.0% of portfolio›$2.2M
Nisa Investment Advisors, LLC231,885
0.0% of portfolio›$2.1M
Neos Investment Management LLC225,820
0.0% of portfolio›$2.0M
US Bancorp \de\223,539
0.0% of portfolio›$2.0M
Lido Advisors, LLC221,256
0.0% of portfolio›$2.0M
SeaCrest Wealth Management, LLC202,107
0.2% of portfolio›$1.8M
Citigroup Inc180,378
0.0% of portfolio›$1.6M
Pictet Asset Management Holding SA174,629
0.0% of portfolio›$1.6M
New York Life Investment Management LLC170,194
0.0% of portfolio›$1.5M
Innova Wealth Partners166,209
0.6% of portfolio›$1.5M
Fortitude Financial, LLC156,711
0.7% of portfolio›$1.4M
Xponance LLC147,373
0.0% of portfolio›$1.3M
AlphaCore Capital LLC137,365
0.0% of portfolio›$1.3M
Norden Group LLC133,881
0.1% of portfolio›$1.2M
Sigma Planning Corp125,375
0.0% of portfolio›$1.1M
Sullivan Wood Capital Management LLC120,018
1.7% of portfolio›$1.1M
Collar Capital Management, LLC115,960
0.6% of portfolio›$1.1M
Park Avenue Securities LLC114,162
0.0% of portfolio›$1.0M
State of Alaska, Department of Revenue112,295
0.0% of portfolio›$1.0M
Inspire Investing, LLC112,241
0.0% of portfolio›$1.0M
iA Global Asset Management Inc.109,285
0.0% of portfolio›$991.0K
GoalVest Advisory LLC108,379
0.2% of portfolio›$983.0K
Concurrent Investment Advisors, LLC106,558
0.0% of portfolio›$966.5K
Integrated Advisors Network LLC106,043
0.0% of portfolio›$961.8K
Prevail Innovative Wealth Advisors, LLC100,944
0.1% of portfolio›$854.0K
Global Wealth Management Investment Advisory, Inc.96,031
0.1% of portfolio›$871.0K
Wiregrass Investment Management LLC94,211
0.6% of portfolio›$854.5K
Diversify Wealth Management, LLC92,158
0.0% of portfolio›$812.8K
Diversify Advisory Services, LLC92,158
0.0% of portfolio›$812.8K
Cooper Financial Group88,381
0.1% of portfolio›$801.6K
Brookstone Capital Management87,910
0.0% of portfolio›$797.3K
Balefire, LLC86,079
0.1% of portfolio›$780.7K
Guidance Capital, Inc84,196
0.2% of portfolio›$731.7K
Nicholas Hoffman & Company, Llc.80,403
0.0% of portfolio›$729.3K
Compound Planning, Inc.80,027
0.0% of portfolio›$725.8K
American Assets Investment Management, LLC80,000
0.1% of portfolio›$2.0M
Swiss Life Asset Management Ltd78,360
0.0% of portfolio›$710.7K
Howard Financial Services, Ltd.78,302
0.1% of portfolio›$710.2K
Truist Financial Corp77,361
0.0% of portfolio›$701.7K
Wedmont Private Capital76,570
0.0% of portfolio›$664.6K
Frank, Rimerman Advisors LLC76,202
0.0% of portfolio›$691.2K
Spinnaker Investment Group, LLC75,581
0.1% of portfolio›$685.5K
Fortitude Advisory Group L.L.C.75,234
0.3% of portfolio›$682.4K
LexAurum Advisors, LLC74,378
0.1% of portfolio›$674.6K
Triumph Capital Management72,098
0.1% of portfolio›$653.9K
Sage Mountain Advisors LLC71,787
0.0% of portfolio›$651.1K
Kestra Private Wealth Services, LLC71,260
0.0% of portfolio›$646.3K
Integrity Alliance, Llc.71,084
0.0% of portfolio›$644.7K
Intrua Financial, LLC70,991
0.1% of portfolio›$643.9K
Parallel Advisors, LLC70,788
0.0% of portfolio›$642.0K
Lecap Asset Management LTD68,416
0.3% of portfolio›$620.5K
Maryland State Retirement & Pension System65,944
0.0% of portfolio›$598.1K
StoneX Group Inc.65,389
0.0% of portfolio›$607.2K
Symphony Financial, Ltd. Co.64,282
0.1% of portfolio›$591.1K
Kingswood Wealth Advisors, LLC64,222
0.0% of portfolio›$582.5K
Larson Financial Group LLC63,641
0.0% of portfolio›$577.2K
Redhawk Wealth Advisors, Inc.62,000
0.1% of portfolio›$562.3K
Firethorn Wealth Partners, LLC58,383
0.2% of portfolio›$529.5K
Pinion Investment Advisors, LLC57,388
0.1% of portfolio›$520.5K
Parisi Gray Wealth Management56,142
0.1% of portfolio›$509.2K
Sterling Capital Management LLC56,026
0.0% of portfolio›$508.2K
First Affirmative Financial Network53,780
0.1% of portfolio›$487.8K
Global Assets Advisory, LLC49,933
0.1% of portfolio›$434.4K
Cane Capital Partners, LLC49,318
0.2% of portfolio›$447.3K
Choreo, LLC48,757
0.0% of portfolio›$442.5K
Simplify Asset Management Inc.47,602
0.0% of portfolio›$431.8K
IFP Advisors, Inc45,964
0.0% of portfolio›$416.9K
Key Client Fiduciary Advisors, LLC45,409
0.1% of portfolio›$411.9K
Ferguson Wellman Capital Management, Inc45,324
0.0% of portfolio›$411.1K
ProShare Advisors LLC45,050
0.0% of portfolio›$408.6K
Kingstone Capital Partners Texas, LLC43,815
0.2% of portfolio›$397.4K
Wedbush Securities Inc43,446
0.0% of portfolio›$394.0K
Signal Advisors Wealth, LLC43,091
0.0% of portfolio›$390.8K
Fermata Advisors, LLC41,734
0.1% of portfolio›$378.5K
Washington Trust Bank41,700
0.0% of portfolio›$378.2K
Oppenheimer & Co Inc41,362
0.0% of portfolio›$375.2K
Apollon Wealth Management, LLC41,301
0.0% of portfolio›$374.6K
Abel Hall, LLC41,275
0.1% of portfolio›$374.4K
Signature Estate & Investment Advisors LLC40,578
0.0% of portfolio›$368.0K
Avestar Capital, LLC40,000
0.0% of portfolio›$362.8K
PUREfi Wealth, LLC38,905
0.2% of portfolio›$352.9K
D.A. Davidson & Co.38,665
0.0% of portfolio›$350.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management38,309
0.0% of portfolio›$347.5K
Lifestyle Asset Management, Inc.37,786
0.1% of portfolio›$342.7K
Praxis Investment Management Inc36,016
0.0% of portfolio›$327.0K
NorthCrest Asset Manangement, LLC35,641
0.0% of portfolio›$309.4K
Legacy Capital Wealth Partners, LLC35,621
0.1% of portfolio›$323.1K
Advisortrust Partners, LLC35,609
0.1% of portfolio›$323.0K
North Dakota State Investment Board35,253
0.0% of portfolio›$319.7K
CIBC Asset Management Inc35,235
0.0% of portfolio›$319.6K
Strs Ohio34,675
0.0% of portfolio›$314.5K
J.M. Arbour, LLC34,475
0.3% of portfolio›$312.7K
Fulcrum Asset Management LLP34,158
0.0% of portfolio›$322.8K
Prime Capital Investment Advisors, LLC33,342
0.0% of portfolio›$302.4K
Atria Investments, Inc33,035
0.0% of portfolio›$299.6K
Magnus Financial Group LLC32,967
0.0% of portfolio›$299.0K
Howland Capital Management LLC32,768
0.0% of portfolio›$301.1K
Mann Financial Group, Inc.32,175
0.2% of portfolio›$291.8K
Financial Planning Hawaii, Inc.32,000
0.2% of portfolio›$290.2K
New Wave Wealth Advisors LLC31,805
0.1% of portfolio›$273.8K
Avior Wealth Management, LLC31,388
0.0% of portfolio›$284.7K
Compass Financial Group, Inc30,814
0.0% of portfolio›$279.5K
Lazari Capital Management, Inc.29,705
0.1% of portfolio›$269.4K
ABC Arbitrage SA28,606
0.0% of portfolio›$259.5K
Joel Isaacson & Co., LLC28,557
0.0% of portfolio›$259.0K
WoodTrust Financial Corp28,000
0.1% of portfolio›$254.0K
180 Wealth Advisors, LLC26,900
0.0% of portfolio›$244.0K
MGO One Seven LLC26,477
0.0% of portfolio›$240.1K
Armstrong Advisory Group, Inc26,432
0.0% of portfolio›$239.7K
Attessa Capital LLC26,005
0.1% of portfolio›$235.9K
Samalin Investment Counsel, LLC24,956
0.1% of portfolio›$226.3K
Fiduciary Alliance LLC24,773
0.0% of portfolio›$224.7K
Profund Advisors LLC24,747
0.0% of portfolio›$224.5K
Wealthcare Advisory Partners LLC24,559
0.0% of portfolio›$222.7K
Portside Wealth Group, LLC23,165
0.0% of portfolio›$210.1K
M Holdings Securities, Inc.23,127
0.0% of portfolio›$201
AA Financial Advisors, LLC23,091
0.0% of portfolio›$209.4K
Gilman Hill Asset Management, LLC22,500
0.0% of portfolio›$204.1K
Creative Financial Designs Inc22,386
0.0% of portfolio›$203.0K
Triton Wealth Management, Pllc21,550
0.1% of portfolio›$185.9K
Davidson Trust Co21,241
0.1% of portfolio›$192.7K
Southland Equity Partners LLC21,186
0.0% of portfolio›$192.2K
Signaturefd, LLC20,822
0.0% of portfolio›$188.9K
Jefferies Financial Group Inc.20,592
0.0% of portfolio›$186.8K
Regions Financial Corp19,807
0.0% of portfolio›$179.6K
HB Wealth Management, LLC19,643
0.0% of portfolio›$178.2K
Insight Advisors, LLC/ PA19,575
0.0% of portfolio›$177.5K
Visionary Wealth Advisors19,529
0.0% of portfolio›$177.1K
Acorn Wealth Advisors, LLC19,483
0.0% of portfolio›$176.7K
Traynor Capital Management, Inc.19,278
0.0% of portfolio›$174.9K
Private Trust Co NA19,269
0.0% of portfolio›$174.8K
Paragon Capital Management Ltd19,140
0.0% of portfolio›$173.6K
Vision Financial Markets LLC19,000
0.1% of portfolio›$172.3K
Shulman DeMeo Asset Management LLC18,564
0.0% of portfolio›$160.6K
Register Financial Advisors LLC18,500
0.1% of portfolio›$167.8K
Farther Finance Advisors, LLC18,438
0.0% of portfolio›$167.2K
Value Investment Professionals, LLC18,263
0.1% of portfolio›$165.6K
Weaver Consulting Group18,016
0.0% of portfolio›$163.4K
Navigation Group, LLC17,950
0.0% of portfolio›$162.8K
TCP Asset Management, LLC17,585
0.0% of portfolio›$154.6K
Gibbs Wealth Management17,416
0.0% of portfolio›$158.0K
Post Resch Tallon Group Inc.17,000
0.1% of portfolio›$154.2K
Mission Wealth Management, LP16,572
0.0% of portfolio›$150.3K
Brighton Jones LLC16,570
0.0% of portfolio›$150.3K
Almanack Investment Partners, Llc.16,335
0.0% of portfolio›$148.2K
Lanark Financial, Inc.16,140
0.0% of portfolio›$146.4K
Keybank National Association16,104
0.0% of portfolio›$146.1K
Valley Brook Capital Group, Inc.15,800
0.1% of portfolio›$143.3K
BLB&B Advisors, LLC15,750
0.0% of portfolio›$142.9K
Indivisible Partners15,598
0.0% of portfolio›$141.5K
Focus Financial Network, Inc.15,525
0.0% of portfolio›$140.8K
Gamma Investing LLC15,285
0.0% of portfolio›$138.6K
PVG Asset Management Corp14,905
0.1% of portfolio›$135.2K
Perigon Wealth Management, LLC14,723
0.0% of portfolio›$133.5K
Foguth Wealth Management, Llc.14,698
0.0% of portfolio›$128.2K
Sage Capital Management, LLC14,500
0.1% of portfolio›$131.5K
JBR Co Financial Management Inc14,295
0.1% of portfolio›$154.2K
Parkside Financial Bank & Trust13,976
0.0% of portfolio›$126.8K
Aegis Wealth Management, Inc.13,860
0.1% of portfolio›$125.7K
NWF Advisory Services Inc.13,849
0.0% of portfolio›$125.6K
Diligent Investors, LLC13,803
0.0% of portfolio›$125.2K
Baron Wealth Management LLC13,771
0.0% of portfolio›$124.9K
BCO Wealth Management LLC13,214
0.1% of portfolio›$119.9K
WMG Financial Advisors, LLC13,022
0.1% of portfolio›$141.9K
Vanguard Capital Wealth Advisors13,000
0.1% of portfolio›$117.9K
Oakworth Capital, Inc.12,600
0.0% of portfolio›$114.3K
EverSource Wealth Advisors, LLC12,511
0.0% of portfolio›$113.5K
Avory & Company, LLC12,501
0.1% of portfolio›$113.4K
Longboard Asset Management, LP12,466
3.0% of portfolio›$113.1K
Pavaki Capital Management LLC12,000
0.0% of portfolio›$108.8K
Bright Futures Wealth Management, Llc.11,908
0.1% of portfolio›$108.0K
WealthPlan Investment Management, LLC11,664
0.0% of portfolio›$105.8K
PW Nova Financial Services LLC11,565
0.0% of portfolio›$104.9K
Asset One Wealth Management LLC11,535
0.0% of portfolio›$104.6K
Etesian Wealth Advisors, Inc.11,500
0.0% of portfolio›$104.3K
WealthPLAN Partners, LLC11,427
0.0% of portfolio›$103.6K
Liberty Capital Management, Inc.11,300
0.0% of portfolio›$102.5K
Warren Street Wealth Advisors, LLC11,268
0.0% of portfolio›$102.2K
Capital Square, LLC11,162
0.0% of portfolio›$101.2K
Covestor Ltd11,162
0.2% of portfolio›$101.0K
J. Safra Sarasin Holding AG10,965
0.0% of portfolio›$99.5K
Aprio Wealth Management, LLC10,925
0.0% of portfolio›$99.1K
TD Private Client Wealth LLC10,839
0.0% of portfolio›$98.3K
FWG Investments, Llc.10,806
0.0% of portfolio›$98.0K
Welch Group, LLC10,765
0.0% of portfolio›$97.6K
Cora Capital Advisors LLC10,705
0.0% of portfolio›$97.1K
AlphaCentric Advisors LLC10,702
0.1% of portfolio›$97.1K
PFG Advisors10,572
0.0% of portfolio›$95.9K
Kennedy Investment Group, Inc.10,469
0.0% of portfolio›$95.0K
Avantax Planning Partners, Inc.10,320
0.0% of portfolio›$93.6K
Roberts Financial Services LLC10,129
0.0% of portfolio›$91.9K
Daymark Wealth Partners, LLC10,085
0.0% of portfolio›$91.5K
Quarry Hill Advisors, LLC10,000
0.0% of portfolio›$90.7K
Chapman Financial Group, LLC9,232
0.1% of portfolio›$83.7K
Fifth Third Bancorp8,917
0.0% of portfolio›$80.9K
Heritage Family Offices, LLP8,718
0.0% of portfolio›$79.1K
Hazlett, Burt & Watson, Inc.8,000
0.0% of portfolio›$73.0K
Meriwether Wealth & Planning, LLC8,000
0.0% of portfolio›$72.6K
Flagship Wealth Advisors, LLC7,500
0.0% of portfolio›$68.0K
First Community Trust NA7,300
0.0% of portfolio›$66.2K
CX Institutional7,087
0.0% of portfolio›$64
Summit Securities Group LLC7,000
0.0% of portfolio›$63.5K
Bayforest Capital Ltd6,929
0.1% of portfolio›$62.8K
North Star Investment Management Corp.6,800
0.0% of portfolio›$61.7K
Wealth Enhancement Trust Services, Inc.6,650
0.0% of portfolio›$60.3K
Rossby Financial, LCC5,523
0.0% of portfolio›$50.1K
Pinnacle Wealth Planning Services, Inc.5,384
0.0% of portfolio›$48.8K
Elevation Wealth Partners, LLC5,372
0.0% of portfolio›$48.7K
Archer Investment Corp4,900
0.0% of portfolio›$44.4K
TD Waterhouse Canada Inc.4,752
0.0% of portfolio›$42.5K
Cape Investment Advisory, Inc.4,318
0.0% of portfolio›$39.2K
Spire Wealth Management3,922
0.0% of portfolio›$35.6K
CoreCap Advisors, LLC3,630
0.0% of portfolio›$32.9K
Mitsubishi UFJ Asset Management Co., Ltd.3,516
0.0% of portfolio›$31.9K
Nova Financial LLC3,368
0.0% of portfolio›$30.5K
Ascentis Wealth Management, LLC3,127
0.0% of portfolio›$28.4K
Silver Grove Financial Group, Inc.2,916
0.0% of portfolio›$26.4K
Avion Wealth2,913
0.0% of portfolio›$26
Security National Bank2,750
0.0% of portfolio›$24.9K
Highline Wealth Partners LLC2,734
0.0% of portfolio›$24.8K
MeadowBrook Investment Advisors LLC2,410
0.0% of portfolio›$59.5K
Gen-Wealth Partners Inc2,355
0.0% of portfolio›$21.4K
Markowski Investments2,226
0.0% of portfolio›$20.2K
Hilton Head Capital Partners, LLC2,100
0.0% of portfolio›$19.0K
Montag A & Associates Inc2,077
0.0% of portfolio›$19.1K
Elyxium Wealth, LLC2,070
0.0% of portfolio›$18.8K
MassMutual Private Wealth & Trust, FSB1,648
0.0% of portfolio›$14.9K
Trust Co of Vermont1,584
0.0% of portfolio›$14.4K
Versant Capital Management, Inc1,487
0.0% of portfolio›$13.5K
Proathlete Wealth Management LLC1,472
0.0% of portfolio›$13.4K
Mather Group, Llc.1,472
0.0% of portfolio›$13.4K
Assetmark, Inc1,463
0.0% of portfolio›$13.3K
Transce3nd, LLC1,407
0.0% of portfolio›$12.4K
Atlantic Edge Private Wealth Management, LLC1,200
0.0% of portfolio›$10.9K
Salomon & Ludwin, LLC1,155
0.0% of portfolio›$10.5K
Jacobi Capital Management LLC1,144
0.0% of portfolio›$10.4K
Latitude Advisors, LLC1,108
0.0% of portfolio›$10.0K
Financial Network Wealth Advisors LLC1,106
0.0% of portfolio›$10.0K
Tributary Capital Management, LLC970
0.0% of portfolio›$8.8K
First Command Advisory Services, Inc.964
0.0% of portfolio›$8.8K
Farmers & Merchants Investments Inc700
0.0% of portfolio›$6.3K
Madden Securities Corp663
0.0% of portfolio›$6.0K
Bell Investment Advisors, Inc647
0.0% of portfolio›$5.9K
Retirement Wealth Solutions LLC615
0.0% of portfolio›$5.6K
Wolff Wiese Magana LLC600
0.0% of portfolio›$5.4K
Smallwood Wealth Investment Management, LLC591
0.0% of portfolio›$5.4K
Godsey & Gibb, Inc540
0.0% of portfolio›$4.9K
Blue Trust, Inc.525
0.0% of portfolio›$4.8K
Signature Equity Partners, LLC524
0.0% of portfolio›$4.8K
High Point Wealth Management, LLC500
0.0% of portfolio›$4.5K
Valley National Advisers Inc447
0.0% of portfolio›$4.1K
SJS Investment Consulting Inc.424
0.0% of portfolio›$3.8K
Cromwell Holdings LLC405
0.0% of portfolio›$3.7K
Aspect Partners, LLC359
0.0% of portfolio›$3.3K
Harbor Investment Advisory, LLC301
0.0% of portfolio›$2.7K
Root Financial Partners, LLC291
0.0% of portfolio›$2.6K
UMB Private Wealth Management, LLC256
0.0% of portfolio›$2.3K
Tsfg, LLC244
0.0% of portfolio›$2
GHP Investment Advisors, Inc.241
0.0% of portfolio›$2.2K
Fortitude Family Office, LLC229
0.0% of portfolio›$2.1K
Essential Partners LLC212
0.0% of portfolio›$1.9K
First Horizon Corp200
0.0% of portfolio›$1.8K
Financial Consulate, Inc199
0.0% of portfolio›$1.8K
GK Wealth Management LLC194
0.0% of portfolio›$1.8K
James T. Borello RIA171
0.0% of portfolio›$1.6K
Mountain Hill Investment Partners Corp.137
0.0% of portfolio›$1.2K
Brown, Lisle Ings, Inc.122
0.0% of portfolio›$1.1K
Planning Strategies Inc.121
0.0% of portfolio›$1.1K
Quest 10 Wealth Builders, Inc.117
0.0% of portfolio›$1.1K
American Capital Advisory, LLC113
0.0% of portfolio›$1.0K
Key Capital Management, Inc109
0.0% of portfolio›$989
Capital Advisors, Ltd. LLC98
0.0% of portfolio›$1
Ascentis Independent Advisors77
0.0% of portfolio›$698
Pension & Wealth Management Advisors, Inc.67
0.0% of portfolio›$608
True Wealth Design, LLC57
0.0% of portfolio›$517
Physician Wealth Advisors, Inc.47
0.0% of portfolio›$427
Torren Management, LLC45
0.0% of portfolio›$408
Align Financial, LLC38
0.0% of portfolio›$345
JFS Wealth Advisors, LLC29
0.0% of portfolio›$267
Balance Wealth Partners LLC29
0.0% of portfolio›$262
Harbor Asset Planning, Inc.28
0.0% of portfolio›$251
MV Capital Management, Inc.15
0.0% of portfolio›$137
DecisionPoint Financial, LLC14
0.0% of portfolio›$126
Quaker Wealth Management, LLC8
0.0% of portfolio›$73
Nfsg Corp3
0.0% of portfolio›$27
Center for Financial Planning, Inc.3
0.0% of portfolio›$27
StyleTurnoverLocationFiled
Equity Investment Corp
7,422,910$67.3M1.3%YieldMediumAtlanta, GA2026-11-04
Bank of New York Mellon Corp
6,569,062$59.6M0.0%CoreLowNew York, NY2026-11-05
Davidson Investment Advisors
3,322,527$30.1M1.3%CoreLowGreat Falls, MT2026-10-20
Principal Financial Group Inc
2,722,186$24.7M0.0%CoreLowDes Moines, IA2026-11-02
Allspring Global Investments Holdings, LLC
2,119,593$19.0M0.0%CoreMediumCharlotte, NC2026-11-04
Dupree Financial Group, LLC
1,901,855$17.2M6.2%YieldMediumLexington, KY2026-10-09
Retirement Systems of Alabama
1,611,365$14.6M0.0%IndexLowMontgomery, AL2026-11-04
Wealth Enhancement Advisory Services, LLC
1,528,814$13.0M0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
1,096,094$9.9M0.0%ETFLowWaltham, MA2026-11-02
Thrivent Financial for Lutherans
694,559$6.3M0.0%GARPMediumMinneapolis, MN2026-11-05
Illinois Municipal Retirement Fund
689,868$6.3M0.1%CoreMediumOak Brook, IL2026-11-05
International Assets Investment Management, LLC
688,941$6.2M0.4%CoreVery HighOrlando, FL2026-11-02
Pekin Hardy Strauss, Inc.
649,342$5.9M0.5%ValueMediumChicago, IL2026-11-02
Evergreen Capital Management LLC
609,442$5.6M0.1%GARPMediumBellevue, WA2026-10-23
KBC Group NV
585,953$5.3M0.0%CoreMediumBrussels, Czech Republic2026-10-22
Thompson Siegel & Walmsley LLC
574,000$5.2M0.2%Deep ValueMediumRichmond, VA2026-11-05
Amalgamated Bank
526,201$4.8M0.1%CoreVery LowNew York, NY2026-10-23
Cambridge Investment Research Advisors, Inc.
495,801$4.5M0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
446,660$4.1M0.0%CoreLowAustin, TX2026-11-02
Mutual of America Capital Management LLC
431,793$3.9M0.0%IndexLowNew York, NY2026-10-23
Independent Financial Group, LLC
408,165$3.7M0.1%GrowthLowSan Diego, CA2026-10-13
LFG Wealth Partners, LLC
399,407$3.6M1.5%CoreMediumElizabethtown, KY2026-10-28
New York State Teachers Retirement System
377,076$3.4M0.0%CoreVery LowAlbany, NY2026-10-22
J.W. Cole Advisors, Inc.
363,070$3.3M0.1%IndexLowTampa, FL2026-11-05
Compass Financial Management LLC
362,595$3.3M0.4%CoreN/ATampa, FL2026-10-30
Penn Mutual Asset Management
360,000$3.3M14.1%YieldMediumConshohocken, PA2026-10-19
Yousif Capital Management, LLC
352,308$3.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Louisiana State Employees Retirement System
352,200$3.2M0.0%IndexLowBaton Rouge, LA2026-10-20
State of New Jersey Common Pension Fund D
338,084$3.1M0.0%CoreLowTrenton, NJ2026-11-05
Creative Planning
329,063$3.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Arizona State Retirement System
323,429$2.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
HUB Investment Partners, LLC
319,472$2.9M0.1%GrowthLowAustin, TX2026-11-03
Virginia Retirement Systems ET Al
301,156$2.7M0.0%CoreMediumRichmond, VA2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
282,968$2.6M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
278,100$2.5M0.0%IndexLowEast Lansing, MI2026-10-27
Sowell Financial Services LLC
274,300$2.5M0.1%CoreLowNorth Little Rock, AR2026-10-23
GraniteShares Advisors LLC
261,960$2.4M1.6%YieldMediumNew York, NY2026-10-29
Simplicity Wealth,LLC
252,799$2.3M0.1%ETFLowSummit, NJ2026-10-23
New Mexico Educational Retirement Board
249,500$2.3M0.1%IndexVery LowSanta Fe, NM2026-11-05
Oregon Public Employees Retirement Fund
245,600$2.2M0.0%IndexVery LowTigard, OR2026-10-30
Ethic Inc.
241,805$2.2M0.0%CoreLowNew York, NY2026-11-03
Nisa Investment Advisors, LLC
231,885$2.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
Neos Investment Management LLC
225,820$2.0M0.0%IndexVery LowWestport, CT2026-11-04
US Bancorp \de\
223,539$2.0M0.0%IndexLowMinneapolis, MN2026-11-05
Lido Advisors, LLC
221,256$2.0M0.0%GrowthLowLos Angeles, CA2026-11-04
SeaCrest Wealth Management, LLC
202,107$1.8M0.2%GrowthLowPurchase, NY2026-10-21
Citigroup Inc
180,378$1.6M0.0%CoreMediumNew York, NY2026-11-04
Pictet Asset Management Holding SA
174,629$1.6M0.0%GrowthMediumCarouge, Switzerland2026-11-03
New York Life Investment Management LLC
170,194$1.5M0.0%GrowthLowNew York, NY2026-11-04
Innova Wealth Partners
166,209$1.5M0.6%ETFHighNewtown, PA2026-10-21
Fortitude Financial, LLC
156,711$1.4M0.7%ETFHighSpokane, WA2026-10-19
Xponance LLC
147,373$1.3M0.0%IndexVery LowPhiladelphia, PA2026-11-03
AlphaCore Capital LLC
137,365$1.3M0.0%ETFLowLa Jolla, CA2026-11-04
Norden Group LLC
133,881$1.2M0.1%GrowthMediumProvo, UT2026-10-20
Sigma Planning Corp
125,375$1.1M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Sullivan Wood Capital Management LLC
120,018$1.1M1.7%Deep ValueLowWashington, DC2026-10-13
Collar Capital Management, LLC
115,960$1.1M0.6%ValueLowAppleton, WI2026-10-28
Park Avenue Securities LLC
114,162$1.0M0.0%ETFMediumNew York, NY2026-10-26
State of Alaska, Department of Revenue
112,295$1.0M0.0%CoreVery LowJuneau, AK2026-10-15
Inspire Investing, LLC
112,241$1.0M0.0%GARPHighMeridian, ID2026-10-22
iA Global Asset Management Inc.
109,285$991.0K0.0%GrowthMediumQuebec, Austria2026-10-29
GoalVest Advisory LLC
108,379$983.0K0.2%ETFMediumNew York, NY2026-10-02
Concurrent Investment Advisors, LLC
106,558$966.5K0.0%GrowthMediumTampa, FL2026-10-16
Integrated Advisors Network LLC
106,043$961.8K0.0%GrowthMediumDallas, TX2026-10-20
Prevail Innovative Wealth Advisors, LLC
100,944$854.0K0.1%CoreVery HighLeawood, KS2026-10-20
Global Wealth Management Investment Advisory, Inc.
96,031$871.0K0.1%CoreLowFort Lauderdale, FL2026-11-04
Wiregrass Investment Management LLC
94,211$854.5K0.6%CoreMediumThomasville, GA2026-11-05
Diversify Wealth Management, LLC
92,158$812.8K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
92,158$812.8K0.0%GrowthLowSandy, UT2026-10-20
Cooper Financial Group
88,381$801.6K0.1%GrowthMediumIrvine, CA2026-10-07
Brookstone Capital Management
87,910$797.3K0.0%ETFMediumWheaton, IL2026-10-22
Balefire, LLC
86,079$780.7K0.1%ETFMediumDallas, TX2026-10-09
Guidance Capital, Inc
84,196$731.7K0.2%ETFMediumLousville, KY2026-11-03
Nicholas Hoffman & Company, Llc.
80,403$729.3K0.0%ETFVery LowAtlanta, GA2026-10-30
Compound Planning, Inc.
80,027$725.8K0.0%CoreLowNew York, NY2026-11-05
American Assets Investment Management, LLC
80,000$2.0M0.1%GARPVery LowSan Diego, CA2026-10-30
Swiss Life Asset Management Ltd
78,360$710.7K0.0%CoreLowZurich, Switzerland2026-11-03
Howard Financial Services, Ltd.
78,302$710.2K0.1%ETFLowDallas, TX2026-10-15
Truist Financial Corp
77,361$701.7K0.0%CoreLowCharlotte, NC2026-10-30
Wedmont Private Capital
76,570$664.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Frank, Rimerman Advisors LLC
76,202$691.2K0.0%GrowthLowPalo Alto, CA2026-10-16
Spinnaker Investment Group, LLC
75,581$685.5K0.1%ETFLowNewport Beach, CA2026-10-13
Fortitude Advisory Group L.L.C.
75,234$682.4K0.3%GrowthMediumGig Harbor, WA2026-10-15
LexAurum Advisors, LLC
74,378$674.6K0.1%ETFLowOverland Park, KS2026-10-19
Triumph Capital Management
72,098$653.9K0.1%ETFMediumDenver, CO2026-10-14
Sage Mountain Advisors LLC
71,787$651.1K0.0%ETFLowAtlanta, GA2026-11-02
Kestra Private Wealth Services, LLC
71,260$646.3K0.0%GrowthLowAustin, TX2026-10-30
Integrity Alliance, Llc.
71,084$644.7K0.0%ETFMediumUrbandale, IA2026-10-29
Intrua Financial, LLC
70,991$643.9K0.1%ETFMediumHouston, TX2026-10-28
Parallel Advisors, LLC
70,788$642.0K0.0%IndexLowSan Francisco, CA2026-11-03
Lecap Asset Management LTD
68,416$620.5K0.3%ValueVery HighLondon, United Kingdom2026-10-27
Maryland State Retirement & Pension System
65,944$598.1K0.0%IndexVery LowBaltimore, MD2026-11-05
StoneX Group Inc.
65,389$607.2K0.0%ETFMediumNew York, NY2026-11-03
Symphony Financial, Ltd. Co.
64,282$591.1K0.1%GrowthLowHouston, TX2026-10-22
Kingswood Wealth Advisors, LLC
64,222$582.5K0.0%GrowthLowSan Diego, CA2026-10-23
Larson Financial Group LLC
63,641$577.2K0.0%GrowthLowSt Louis, MO2026-11-05
Redhawk Wealth Advisors, Inc.
62,000$562.3K0.1%ETFHighMinneapolis, MN2026-10-14
Firethorn Wealth Partners, LLC
58,383$529.5K0.2%ETFLowAugusta, GA2026-10-14
Pinion Investment Advisors, LLC
57,388$520.5K0.1%ETFLowWichita, KS2026-11-04
Parisi Gray Wealth Management
56,142$509.2K0.1%GrowthLowMendham, NJ2026-10-16
Sterling Capital Management LLC
56,026$508.2K0.0%GARPMediumCharlotte, NC2026-10-22
First Affirmative Financial Network
53,780$487.8K0.1%CoreN/AColorado Springs, CO2026-10-21
Global Assets Advisory, LLC
49,933$434.4K0.1%GrowthHighOrlando, FL2026-10-28
Cane Capital Partners, LLC
49,318$447.3K0.2%GrowthMediumSt Francisville, LA2026-10-23
Choreo, LLC
48,757$442.5K0.0%IndexLowRockford, IL2026-10-28
Simplify Asset Management Inc.
47,602$431.8K0.0%CoreLowLas Vegas, NV2026-10-27
IFP Advisors, Inc
45,964$416.9K0.0%GrowthLowTampa, FL2026-10-16
Key Client Fiduciary Advisors, LLC
45,409$411.9K0.1%ValueMediumFairfield, NJ2026-10-19
Ferguson Wellman Capital Management, Inc
45,324$411.1K0.0%CoreLowPortland, OR2026-10-05
ProShare Advisors LLC
45,050$408.6K0.0%GrowthLowBethesda, MD2026-10-29
Kingstone Capital Partners Texas, LLC
43,815$397.4K0.2%GrowthLowFrisco, TX2026-11-03
Wedbush Securities Inc
43,446$394.0K0.0%CoreLowPasadena, CA2026-10-22
Signal Advisors Wealth, LLC
43,091$390.8K0.0%ETFLowDetroit, MI2026-10-13
Fermata Advisors, LLC
41,734$378.5K0.1%ETFLowSonoma, CA2026-10-13
Washington Trust Bank
41,700$378.2K0.0%CoreLowSpokane, WA2026-11-03
Oppenheimer & Co Inc
41,362$375.2K0.0%CoreLowNew York, NY2026-10-26
Apollon Wealth Management, LLC
41,301$374.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Abel Hall, LLC
41,275$374.4K0.1%CoreMediumBaton Rouge, LA2026-10-19
Signature Estate & Investment Advisors LLC
40,578$368.0K0.0%ETFMediumLos Angeles, CA2026-10-13
Avestar Capital, LLC
40,000$362.8K0.0%GrowthLowNew York, NY2026-10-28
PUREfi Wealth, LLC
38,905$352.9K0.2%GrowthMediumBoston, MA2026-10-19
D.A. Davidson & Co.
38,665$350.7K0.0%CoreLowGreat Falls, MT2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
38,309$347.5K0.0%GrowthVery LowSeattle, WA2026-10-27
Lifestyle Asset Management, Inc.
37,786$342.7K0.1%ETFHighFriendswood, TX2026-10-20
Praxis Investment Management Inc
36,016$327.0K0.0%CoreLowGoshen, IN2026-11-03
NorthCrest Asset Manangement, LLC
35,641$309.4K0.0%GrowthLowPlymouth, MN2026-10-13
Legacy Capital Wealth Partners, LLC
35,621$323.1K0.1%CoreMediumLittle Rock, AR2026-10-21
Advisortrust Partners, LLC
35,609$323.0K0.1%CoreHighRaleigh, NC2026-11-02
North Dakota State Investment Board
35,253$319.7K0.0%GrowthMediumBismarck, ND2026-10-27
CIBC Asset Management Inc
35,235$319.6K0.0%GARPLowToronto, South Africa2026-11-05
Strs Ohio
34,675$314.5K0.0%CoreMediumColumbus, OH2026-10-30
J.M. Arbour, LLC
34,475$312.7K0.3%CoreHighGardiner, ME2026-11-05
Fulcrum Asset Management LLP
34,158$322.8K0.0%CoreMediumLondon, United Kingdom2026-11-04
Prime Capital Investment Advisors, LLC
33,342$302.4K0.0%ETFLowOverland Park, KS2026-10-20
Atria Investments, Inc
33,035$299.6K0.0%CoreMediumCharlotte, NC2026-10-15
Magnus Financial Group LLC
32,967$299.0K0.0%ETFLowNew York, NY2026-10-21
Howland Capital Management LLC
32,768$301.1K0.0%CoreLowBoston, MA2026-10-22
Mann Financial Group, Inc.
32,175$291.8K0.2%ETFLowDetroit Lakes, MN2026-10-15
Financial Planning Hawaii, Inc.
32,000$290.2K0.2%CoreVery LowHonolulu, HI2026-10-13
New Wave Wealth Advisors LLC
31,805$273.8K0.1%CoreMediumSpringdale, AR2026-10-19
Avior Wealth Management, LLC
31,388$284.7K0.0%ETFMediumOmaha, NE2026-10-13
Compass Financial Group, Inc
30,814$279.5K0.0%ETFVery LowSioux Falls, SD2026-10-13
Lazari Capital Management, Inc.
29,705$269.4K0.1%GrowthLowBurbank, CA2026-10-20
ABC Arbitrage SA
28,606$259.5K0.0%YieldVery HighParis, India2026-10-23
Joel Isaacson & Co., LLC
28,557$259.0K0.0%ETFVery LowNew York, NY2026-11-05
WoodTrust Financial Corp
28,000$254.0K0.1%CoreLowWisconsin Rapids, WI2026-10-09
180 Wealth Advisors, LLC
26,900$244.0K0.0%CoreLowFederal Way, WA2026-11-03
MGO One Seven LLC
26,477$240.1K0.0%GrowthLowBeachwood, OH2026-10-28
Armstrong Advisory Group, Inc
26,432$239.7K0.0%ETFHighNeedham, MA2026-10-09
Attessa Capital LLC
26,005$235.9K0.1%ETFVery LowTucson, AZ2026-10-09
Samalin Investment Counsel, LLC
24,956$226.3K0.1%YieldMediumChappaqua, NY2026-10-23
Fiduciary Alliance LLC
24,773$224.7K0.0%CoreMediumGreenville, SC2026-10-13
Profund Advisors LLC
24,747$224.5K0.0%GrowthLowBethesda, MD2026-10-29
Wealthcare Advisory Partners LLC
24,559$222.7K0.0%ETFLowWest Chester, PA2026-10-21
Portside Wealth Group, LLC
23,165$210.1K0.0%CoreMediumProvo, UT2026-10-20
M Holdings Securities, Inc.
23,127$2010.0%ETFHighPortland, OR2026-11-03
AA Financial Advisors, LLC
23,091$209.4K0.0%ETFMediumColumbus, OH2026-10-19
Gilman Hill Asset Management, LLC
22,500$204.1K0.0%YieldMediumNew Canaan, CT2026-10-13
Creative Financial Designs Inc
22,386$203.0K0.0%ETFMediumKokomo, IN2026-11-04
Triton Wealth Management, Pllc
21,550$185.9K0.1%ETFMediumSun City, AZ2026-11-04
Davidson Trust Co
21,241$192.7K0.1%CoreLowSeattle, WA2026-10-09
Southland Equity Partners LLC
21,186$192.2K0.0%ETFLowWildwood, MO2026-10-14
Signaturefd, LLC
20,822$188.9K0.0%IndexLowAtlanta, GA2026-10-23
Jefferies Financial Group Inc.
20,592$186.8K0.0%CoreVery HighNew York, NY2026-11-05
Regions Financial Corp
19,807$179.6K0.0%CoreLowBirmingham, AL2026-11-05
HB Wealth Management, LLC
19,643$178.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Insight Advisors, LLC/ PA
19,575$177.5K0.0%ETFMediumNewtown, PA2026-10-22
Visionary Wealth Advisors
19,529$177.1K0.0%ETFLowO'Fallon, IL2026-11-04
Acorn Wealth Advisors, LLC
19,483$176.7K0.0%ETFLowGrand Blanc, MI2026-10-19
Traynor Capital Management, Inc.
19,278$174.9K0.0%GrowthLowMalvern, PA2026-10-29
Private Trust Co NA
19,269$174.8K0.0%CoreLowCleveland, OH2026-10-20
Paragon Capital Management Ltd
19,140$173.6K0.0%CoreVery LowDenver, CO2026-10-09
Vision Financial Markets LLC
19,000$172.3K0.1%CoreLowStamford, CT2026-10-22
Shulman DeMeo Asset Management LLC
18,564$160.6K0.0%ETFVery LowLake Success, NY2026-10-09
Register Financial Advisors LLC
18,500$167.8K0.1%GARPLowAtlanta, GA2026-10-23
Farther Finance Advisors, LLC
18,438$167.2K0.0%IndexLowSan Francisco, CA2026-10-08
Value Investment Professionals, LLC
18,263$165.6K0.1%ETFHighNew York, NY2026-10-13
Weaver Consulting Group
18,016$163.4K0.0%ETFLowHuntington Beach, CA2026-10-07
Navigation Group, LLC
17,950$162.8K0.0%ETFVery LowRedwood City, CA2026-10-28
TCP Asset Management, LLC
17,585$154.6K0.0%ETFLowUpper Arlington, OH2026-10-14
Gibbs Wealth Management
17,416$158.0K0.0%CoreLowAlpharetta, GA2026-10-22
Post Resch Tallon Group Inc.
17,000$154.2K0.1%ETFLowPittsford, NY2026-10-09
Mission Wealth Management, LP
16,572$150.3K0.0%ETFLowSanta Barbara, CA2026-10-15
Brighton Jones LLC
16,570$150.3K0.0%CoreVery LowSeattle, WA2026-11-03
Almanack Investment Partners, Llc.
16,335$148.2K0.0%ETFMediumNewtown Square, PA2026-11-03
Lanark Financial, Inc.
16,140$146.4K0.0%CoreMediumBirmingham, AL2026-10-26
Keybank National Association
16,104$146.1K0.0%CoreLowBrooklyn, OH2026-11-04
Valley Brook Capital Group, Inc.
15,800$143.3K0.1%GrowthVery LowVenetia, PA2026-10-26
BLB&B Advisors, LLC
15,750$142.9K0.0%ETFLowMontgomeryville, PA2026-10-27
Indivisible Partners
15,598$141.5K0.0%GrowthMediumClearwater, FL2026-10-26
Focus Financial Network, Inc.
15,525$140.8K0.0%ETFLowMinneapolis, MN2026-10-14
Gamma Investing LLC
15,285$138.6K0.0%IndexVery LowFoster City, CA2026-10-08
PVG Asset Management Corp
14,905$135.2K0.1%GrowthMediumGolden, CO2026-10-19
Perigon Wealth Management, LLC
14,723$133.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Foguth Wealth Management, Llc.
14,698$128.2K0.0%ETFHighBrighton, MI2026-10-19
Sage Capital Management, LLC
14,500$131.5K0.1%ETFLowStockton, NJ2026-10-20
JBR Co Financial Management Inc
14,295$154.2K0.1%GrowthLowArdmore, OK2026-10-13
Parkside Financial Bank & Trust
13,976$126.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Aegis Wealth Management, Inc.
13,860$125.7K0.1%ETFMediumGuthrie Center, IA2026-10-26
NWF Advisory Services Inc.
13,849$125.6K0.0%GARPLowLos Angeles, CA2026-10-19
Diligent Investors, LLC
13,803$125.2K0.0%CoreLowRedlands, CA2026-10-21
Baron Wealth Management LLC
13,771$124.9K0.0%CoreLowTroy, MI2026-10-27
BCO Wealth Management LLC
13,214$119.9K0.1%ETFLowCarlsbad, NM2026-10-14
WMG Financial Advisors, LLC
13,022$141.9K0.1%ETFLowKnoxville, TN2026-10-28
Vanguard Capital Wealth Advisors
13,000$117.9K0.1%GrowthMediumDenver, CO2026-10-16
Oakworth Capital, Inc.
12,600$114.3K0.0%ETFLowBirmingham, AL2026-10-26
EverSource Wealth Advisors, LLC
12,511$113.5K0.0%CoreMediumBirmingham, AL2026-11-04
Avory & Company, LLC
12,501$113.4K0.1%GARPLowMiami, FL2026-10-21
Longboard Asset Management, LP
12,466$113.1K3.0%YieldHighPhoenix, AZ2026-10-15
Pavaki Capital Management LLC
12,000$108.8K0.0%GARPMediumPueblo, CO2026-10-26
Bright Futures Wealth Management, Llc.
11,908$108.0K0.1%CoreHighWebster, Ny 14580, NY2026-10-23
WealthPlan Investment Management, LLC
11,664$105.8K0.0%GrowthMediumOmaha, NE2026-10-15
PW Nova Financial Services LLC
11,565$104.9K0.0%ETFLowNewtown, PA2026-10-15
Asset One Wealth Management LLC
11,535$104.6K0.0%GrowthLowBellevue, WA2026-11-02
Etesian Wealth Advisors, Inc.
11,500$104.3K0.0%ETFLowWest Linn, OR2026-10-27
WealthPLAN Partners, LLC
11,427$103.6K0.0%CoreMediumOmaha, NE2026-10-15
Liberty Capital Management, Inc.
11,300$102.5K0.0%CoreVery LowBirmingham, MI2026-11-02
Warren Street Wealth Advisors, LLC
11,268$102.2K0.0%ETFMediumIrvine, CA2026-11-04
Capital Square, LLC
11,162$101.2K0.0%YieldMediumAthens, TN2026-10-19
Covestor Ltd
11,162$101.0K0.2%ValueHighLondon, United Kingdom2026-10-30
J. Safra Sarasin Holding AG
10,965$99.5K0.0%CoreMediumBasel, Switzerland2026-10-26
Aprio Wealth Management, LLC
10,925$99.1K0.0%ETFMediumAtlanta, GA2026-10-28
TD Private Client Wealth LLC
10,839$98.3K0.0%ETFLowNew York, NY2026-10-28
FWG Investments, Llc.
10,806$98.0K0.0%ETFMediumLexington, KY2026-11-03
Welch Group, LLC
10,765$97.6K0.0%CoreVery LowBirmingham, AL2026-10-29
Cora Capital Advisors LLC
10,705$97.1K0.0%ETFLowMarlton, NJ2026-11-02
AlphaCentric Advisors LLC
10,702$97.1K0.1%CoreHighSan Juan, PR2026-11-03
PFG Advisors
10,572$95.9K0.0%ETFMediumPhoenix, AZ2026-10-16
Kennedy Investment Group, Inc.
10,469$95.0K0.0%GrowthLowWest Deptford, NJ2026-10-21
Avantax Planning Partners, Inc.
10,320$93.6K0.0%ETFLowDubuque, IA2026-11-03
Roberts Financial Services LLC
10,129$91.9K0.0%ETFLowMarquette, MI2026-10-23
Daymark Wealth Partners, LLC
10,085$91.5K0.0%CoreLowCincinnati, OH2026-11-04
Quarry Hill Advisors, LLC
10,000$90.7K0.0%ETFVery LowSt Paul, MN2026-11-04
Chapman Financial Group, LLC
9,232$83.7K0.1%CoreVery LowHonolulu, HI2026-10-26
Fifth Third Bancorp
8,917$80.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Heritage Family Offices, LLP
8,718$79.1K0.0%GrowthHighScottsdale, AZ2026-11-02
Hazlett, Burt & Watson, Inc.
8,000$73.0K0.0%CoreVery LowWheeling, WV2026-11-04
Meriwether Wealth & Planning, LLC
8,000$72.6K0.0%ETFMediumMinden, LA2026-10-13
Flagship Wealth Advisors, LLC
7,500$68.0K0.0%ETFLowWakefield, MA2026-11-03
First Community Trust NA
7,300$66.2K0.0%GrowthLowDubuque, IA2026-10-07
CX Institutional
7,087$640.0%CoreMediumAuburn, IN2026-10-02
Summit Securities Group LLC
7,000$63.5K0.0%CoreVery HighNew York, NY2026-11-05
Bayforest Capital Ltd
6,929$62.8K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
North Star Investment Management Corp.
6,800$61.7K0.0%CoreLowChicago, IL2026-10-27
Wealth Enhancement Trust Services, Inc.
6,650$60.3K0.0%GrowthMediumSioux Falls, SD2026-10-07
Rossby Financial, LCC
5,523$50.1K0.0%ETFMediumMelbourne, FL2026-11-05
Pinnacle Wealth Planning Services, Inc.
5,384$48.8K0.0%GARPLowMansfield, OH2026-10-27
Elevation Wealth Partners, LLC
5,372$48.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Archer Investment Corp
4,900$44.4K0.0%CoreMediumCarmel, IN2026-11-05
TD Waterhouse Canada Inc.
4,752$42.5K0.0%CoreLowToronto, Australia2026-10-16
Cape Investment Advisory, Inc.
4,318$39.2K0.0%ETFLowMcdonough, GA2026-10-13
Spire Wealth Management
3,922$35.6K0.0%GrowthMediumMclean, VA2026-10-30
CoreCap Advisors, LLC
3,630$32.9K0.0%ETFMediumSouthfield, MI2026-10-08
Mitsubishi UFJ Asset Management Co., Ltd.
3,516$31.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Nova Financial LLC
3,368$30.5K0.0%N/AN/ATucson, AZ2026-11-04
Ascentis Wealth Management, LLC
3,127$28.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Silver Grove Financial Group, Inc.
2,916$26.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Avion Wealth
2,913$260.0%ETFLowThe Woodlands, TX2026-11-04
Security National Bank
2,750$24.9K0.0%GrowthLowOmaha, NE2026-10-26
Highline Wealth Partners LLC
2,734$24.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
MeadowBrook Investment Advisors LLC
2,410$59.5K0.0%CoreLowLivonia, MI2026-10-29
Gen-Wealth Partners Inc
2,355$21.4K0.0%CoreLowZeeland, MI2026-11-04
Markowski Investments
2,226$20.2K0.0%ETFN/ATampa, FL2026-10-30
Hilton Head Capital Partners, LLC
2,100$19.0K0.0%CoreMediumHilton Head Island, SC2026-10-23
Montag A & Associates Inc
2,077$19.1K0.0%CoreLowAtlanta, GA2026-10-29
Elyxium Wealth, LLC
2,070$18.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
MassMutual Private Wealth & Trust, FSB
1,648$14.9K0.0%CoreLowSpringfield, MA2026-10-05
Trust Co of Vermont
1,584$14.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Versant Capital Management, Inc
1,487$13.5K0.0%GARPLowPhoenix, AZ2026-10-02
Proathlete Wealth Management LLC
1,472$13.4K0.0%ETFVery LowBoca Raton, FL2026-10-15
Mather Group, Llc.
1,472$13.4K0.0%ETFMediumChicago, IL2026-10-14
Assetmark, Inc
1,463$13.3K0.0%ETFLowConcord, CA2026-10-21
Transce3nd, LLC
1,407$12.4K0.0%GrowthLowBuda, TX2026-10-26
Atlantic Edge Private Wealth Management, LLC
1,200$10.9K0.0%CoreLowJacksonville, FL2026-10-20
Salomon & Ludwin, LLC
1,155$10.5K0.0%ETFVery LowRichmond, VA2026-10-29
Jacobi Capital Management LLC
1,144$10.4K0.0%CoreLowPittston, PA2026-11-05
Latitude Advisors, LLC
1,108$10.0K0.0%ETFLowYorkville, IL2026-10-27
Financial Network Wealth Advisors LLC
1,106$10.0K0.0%ETFLowMurray, UT2026-10-28
Tributary Capital Management, LLC
970$8.8K0.0%ValueMediumOmaha, NE2026-10-28
First Command Advisory Services, Inc.
964$8.8K0.0%IndexLowFort Worth, TX2026-11-05
Farmers & Merchants Investments Inc
700$6.3K0.0%CoreVery LowLincoln, NE2026-10-22
Madden Securities Corp
663$6.0K0.0%GrowthMediumDallas, TX2026-10-27
Bell Investment Advisors, Inc
647$5.9K0.0%ETFVery LowOrinda, CA2026-10-29
Retirement Wealth Solutions LLC
615$5.6K0.0%ETFLowMarshfield, WI2026-10-07
Wolff Wiese Magana LLC
600$5.4K0.0%GrowthLowCarslbad, CA2026-10-15
Smallwood Wealth Investment Management, LLC
591$5.4K0.0%ETFVery LowRed Bank, NJ2026-10-30
Godsey & Gibb, Inc
540$4.9K0.0%CoreLowRichmond, VA2026-10-14
Blue Trust, Inc.
525$4.8K0.0%ETFLowBrentwood, TN2026-10-15
Signature Equity Partners, LLC
524$4.8K0.0%GrowthMediumColumbus, OH2026-10-29
High Point Wealth Management, LLC
500$4.5K0.0%ETFLowChester, NJ2026-11-05
Valley National Advisers Inc
447$4.1K0.0%ETFLowBethlehem, PA2026-10-23
SJS Investment Consulting Inc.
424$3.8K0.0%ETFVery LowSylvania, OH2026-10-26
Cromwell Holdings LLC
405$3.7K0.0%IndexLowJackson, WY2026-10-28
Aspect Partners, LLC
359$3.3K0.0%ETFMediumFairfax, VA2026-10-20
Harbor Investment Advisory, LLC
301$2.7K0.0%GrowthLowLutherville, MD2026-10-13
Root Financial Partners, LLC
291$2.6K0.0%ETFMediumEncinitas, CA2026-10-21
UMB Private Wealth Management, LLC
256$2.3K0.0%GrowthN/AKansas City, MO2026-10-19
Tsfg, LLC
244$20.0%ETFLowLake Forest, IL2026-10-23
GHP Investment Advisors, Inc.
241$2.2K0.0%CoreVery LowDenver, CO2026-10-15
Fortitude Family Office, LLC
229$2.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Essential Partners LLC
212$1.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
First Horizon Corp
200$1.8K0.0%CoreLowMemphis, TN2026-10-26
Financial Consulate, Inc
199$1.8K0.0%ETFLowHunt Valley, MD2026-10-23
GK Wealth Management LLC
194$1.8K0.0%GARPVery HighReno, NV2026-10-09
James T. Borello RIA
171$1.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Mountain Hill Investment Partners Corp.
137$1.2K0.0%GrowthHighAtlantic Highlands, NJ2026-10-23
Brown, Lisle Ings, Inc.
122$1.1K0.0%CoreVery LowProvidence, RI2026-10-16
Planning Strategies Inc.
121$1.1K0.0%ETFN/ALancaster, PA2026-10-02
Quest 10 Wealth Builders, Inc.
117$1.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
American Capital Advisory, LLC
113$1.0K0.0%ETFLowKetchum, ID2026-10-28
Key Capital Management, Inc
109$9890.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Capital Advisors, Ltd. LLC
98$10.0%ETFLowShaker Heights, OH2026-10-27
Ascentis Independent Advisors
77$6980.0%ETFLowDallas, TX2026-11-03
Pension & Wealth Management Advisors, Inc.
67$6080.0%ETFLowWaltham, MA2026-10-16
True Wealth Design, LLC
57$5170.0%ETFMediumAkron, OH2026-10-13
Physician Wealth Advisors, Inc.
47$4270.0%ETFMediumMidvale, UT2026-10-20
Torren Management, LLC
45$4080.0%ETFMediumSan Diego, CA2026-10-29
Align Financial, LLC
38$3450.0%ETFVery LowHermantown, MN2026-10-16
JFS Wealth Advisors, LLC
29$2670.0%ETFVery LowHermitage, PA2026-11-03
Balance Wealth Partners LLC
29$2620.0%ETFMediumWorthington, OH2026-10-27
Harbor Asset Planning, Inc.
28$2510.0%ETFVery LowBelmont, MA2026-10-23
MV Capital Management, Inc.
15$1370.0%ETFLowBethesda, MD2026-10-29
DecisionPoint Financial, LLC
14$1260.0%ETFVery LowMesa, AZ2026-10-27
Quaker Wealth Management, LLC
8$730.0%ETFMediumMoorestown, NJ2026-10-22
Nfsg Corp
3$270.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Center for Financial Planning, Inc.
3$270.0%ETFLowSouthfied, MI2026-10-26