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Advanced Energy Industries (AEIS)

CUSIP: 007973100 | NYSE | Industrials · Electrical Equipment & Parts | Large Cap | 1435 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 Portfolio Management LLC878,8322.3%Newly reportedJun 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC878,832
2.3% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP621,042
0.0% of portfolio›$175.0M
Principal Financial Group Inc310,565
0.0% of portfolio›$87.5M
Congress Asset Management Co147,598
0.3% of portfolio›$41.6M
Fort Washington Investment Advisors Inc133,685
0.2% of portfolio›$37.7M
Allspring Global Investments Holdings, LLC133,161
0.1% of portfolio›$39.2M
Tema Etfs LLC102,621
1.1% of portfolio›$28.9M
Artemis Investment Management LLP92,271
0.2% of portfolio›$26.0M
Amanah Holdings Trust85,000
1.3% of portfolio›$24.0M
Pinnacle Associates LTD79,692
0.3% of portfolio›$22.5M
Citigroup Inc74,017
0.0% of portfolio›$20.9M
Retirement Systems of Alabama69,874
0.1% of portfolio›$19.7M
Assenagon Asset Management S.A.60,719
0.0% of portfolio›$17.1M
M&G Plc60,344
0.1% of portfolio›$17.0M
Creative Planning56,270
0.0% of portfolio›$15.9M
Tributary Capital Management, LLC50,346
1.3% of portfolio›$14.2M
Mutual of America Capital Management LLC46,975
0.1% of portfolio›$13.2M
CenterBook Partners LP44,006
0.6% of portfolio›$12.4M
Robeco Schweiz AG41,000
0.2% of portfolio›$11.6M
Oppenheimer Asset Management Inc.40,980
0.1% of portfolio›$11.5M
Swedbank AB35,400
0.0% of portfolio›$10.0M
Compass Wealth Management LLC34,941
1.9% of portfolio›$9.8M
New York State Teachers Retirement System33,300
0.0% of portfolio›$9.4M
Strs Ohio28,394
0.0% of portfolio›$8.0M
Reinhart Partners, Llc.22,278
0.2% of portfolio›$6.3M
GF Fund Management Co. Ltd.21,052
0.1% of portfolio›$5.9M
Amalgamated Bank18,692
0.1% of portfolio›$5.3M
Wealth Enhancement Advisory Services, LLC18,495
0.0% of portfolio›$2.7M
Virginia Retirement Systems ET Al15,462
0.0% of portfolio›$4.4M
Campbell Newman Asset Management Inc14,498
0.3% of portfolio›$4.1M
State of New Jersey Common Pension Fund D12,809
0.0% of portfolio›$3.6M
B. Metzler seel. Sohn & Co. AG12,451
0.0% of portfolio›$3.5M
Louisiana State Employees Retirement System11,900
0.1% of portfolio›$3.4M
Visionary Wealth Advisors11,507
0.1% of portfolio›$3.2M
Arizona State Retirement System11,273
0.0% of portfolio›$3.2M
Green Alpha Advisors, LLC10,468
2.0% of portfolio›$3.0M
Yousif Capital Management, LLC10,435
0.0% of portfolio›$2.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,560
0.0% of portfolio›$2.7M
State of Michigan Retirement System9,400
0.0% of portfolio›$2.6M
ABN Amro Investment Solutions9,217
0.0% of portfolio›$2.6M
NorthCrest Asset Manangement, LLC8,820
0.1% of portfolio›$2.5M
Oregon Public Employees Retirement Fund8,298
0.0% of portfolio›$2.3M
Truist Financial Corp7,869
0.0% of portfolio›$2.2M
Xponance LLC7,832
0.0% of portfolio›$2.2M
Peterson Wealth Services7,676
0.5% of portfolio›$2.2M
Atria Investments, Inc7,063
0.0% of portfolio›$2.0M
NIA Impact Advisors, LLC6,602
0.8% of portfolio›$1.9M
Pictet Asset Management Holding SA6,352
0.0% of portfolio›$1.8M
Elevation Point Wealth Partners, LLC5,981
0.0% of portfolio›$1.7M
New York Life Investment Management LLC5,761
0.0% of portfolio›$1.6M
Kornitzer Capital Management Inc5,500
0.0% of portfolio›$1.6M
Sheets Smith Wealth Management5,203
0.2% of portfolio›$1.5M
Choreo, LLC5,193
0.0% of portfolio›$1.5M
Park Avenue Securities LLC4,910
0.0% of portfolio›$1.4M
Y-Intercept (Hong Kong) Ltd4,803
0.0% of portfolio›$1.4M
Kestra Private Wealth Services, LLC4,405
0.0% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.4,380
0.0% of portfolio›$1.2M
State of Alaska, Department of Revenue4,296
0.0% of portfolio›$1.2M
RPG Investment Advisory, LLC4,292
0.2% of portfolio›$1.2M
Nisa Investment Advisors, LLC4,234
0.0% of portfolio›$1.2M
Wealthcare Advisory Partners LLC4,233
0.0% of portfolio›$1.2M
Commonwealth Equity Services, LLC4,132
0.0% of portfolio›$1.2M
Azzad Asset Management Inc3,797
0.1% of portfolio›$1.1M
Legacy Wealth Asset Management, LLC3,727
0.2% of portfolio›$1.1M
Blue Trust, Inc.3,662
0.0% of portfolio›$1.0M
Swiss Life Asset Management Ltd3,634
0.0% of portfolio›$1.0M
HB Wealth Management, LLC3,504
0.0% of portfolio›$987.5K
Inspire Investing, LLC3,478
0.0% of portfolio›$980.2K
Burney Co/3,468
0.0% of portfolio›$977.4K
Achmea Investment Management B.V.3,465
0.0% of portfolio›$977.3K
Vontobel Holding Ltd.3,434
0.0% of portfolio›$967.8K
Financiere des Professionnels - Fonds d'investissement inc.3,425
0.1% of portfolio›$965.2K
Ethic Inc.3,359
0.0% of portfolio›$946.6K
Portman Square Capital LLP3,175
0.1% of portfolio›$894.8K
Davenport & Co LLC3,072
0.0% of portfolio›$865.8K
Kestra Advisory Services, LLC2,984
0.0% of portfolio›$840.9K
Gamma Investing LLC2,978
0.0% of portfolio›$839.3K
Evergreen Capital Management LLC2,965
0.0% of portfolio›$835.6K
Bokf, NA2,935
0.0% of portfolio›$827.1K
Baron Wealth Management LLC2,877
0.2% of portfolio›$810.8K
Crossmark Global Holdings, Inc.2,801
0.0% of portfolio›$789.4K
Bank Julius Baer & Co. Ltd, Zurich2,669
0.0% of portfolio›$752.3K
Lido Advisors, LLC2,594
0.0% of portfolio›$731.2K
Guidance Capital, Inc2,479
0.1% of portfolio›$538.5K
DekaBank Deutsche Girozentrale2,302
0.0% of portfolio›$644.0K
Alps Advisors Inc2,280
0.0% of portfolio›$642.6K
Chicago Partners Investment Group LLC2,235
0.0% of portfolio›$484.2K
Keybank National Association2,178
0.0% of portfolio›$613.8K
Highland Capital Management, LLC2,170
0.0% of portfolio›$611.5K
Krilogy Financial LLC2,132
0.0% of portfolio›$598.6K
Asset Management One Co., Ltd.2,102
0.0% of portfolio›$592.4K
Abel Hall, LLC2,070
0.1% of portfolio›$583.4K
Compton Wealth Advisory Group, LLC2,040
0.1% of portfolio›$600.0K
Praxis Investment Management Inc2,034
0.1% of portfolio›$573.0K
MRA Advisory Group2,014
0.2% of portfolio›$567.7K
David J Yvars Group2,005
0.3% of portfolio›$565.0K
Citizens Financial Group Inc1,983
0.0% of portfolio›$558.9K
Ifrah Financial Services, Inc.1,886
0.1% of portfolio›$531.5K
Frank, Rimerman Advisors LLC1,868
0.0% of portfolio›$526.4K
Provenance Wealth Advisors, LLC1,860
0.0% of portfolio›$524.2K
Trust Point Inc.1,809
0.0% of portfolio›$509.8K
Assetmark, Inc1,777
0.0% of portfolio›$500.8K
Wolverine Asset Management LLC1,757
0.0% of portfolio›$495.2K
Sigma Planning Corp1,670
0.0% of portfolio›$470.7K
Quadrant Capital Group LLC1,657
0.0% of portfolio›$456.8K
Caitong International Asset Management Co., Ltd1,607
0.0% of portfolio›$452.9K
Norden Group LLC1,603
0.0% of portfolio›$451.8K
Gateway Investment Advisers LLC1,578
0.0% of portfolio›$444.8K
Y.D. More Investments Ltd1,541
0.0% of portfolio›$434.3K
ProShare Advisors LLC1,522
0.0% of portfolio›$428.9K
D.A. Davidson & Co.1,507
0.0% of portfolio›$424.7K
Teza Capital Management LLC1,476
0.4% of portfolio›$416.0K
Red Spruce Capital, LLC1,410
0.1% of portfolio›$397.4K
Portside Wealth Group, LLC1,381
0.0% of portfolio›$389.2K
Sowell Financial Services LLC1,377
0.0% of portfolio›$388.1K
ANB Bank1,339
0.1% of portfolio›$377.4K
TD Waterhouse Canada Inc.1,332
0.0% of portfolio›$391.8K
Piar LLC1,300
0.2% of portfolio›$366.4K
Signaturefd, LLC1,289
0.0% of portfolio›$363.3K
KBC Group NV1,244
0.0% of portfolio›$351.0K
Fifth Third Wealth Advisors LLC1,209
0.0% of portfolio›$340.7K
111 Capital1,170
0.0% of portfolio›$329.7K
CIBC Asset Management Inc1,167
0.0% of portfolio›$328.9K
North Dakota State Investment Board1,156
0.0% of portfolio›$325.8K
Vise Technologies, Inc.1,145
0.0% of portfolio›$322.7K
Verdence Capital Advisors LLC1,101
0.0% of portfolio›$310.3K
Revolve Wealth Partners, LLC1,075
0.0% of portfolio›$303.0K
Greenleaf Trust1,068
0.0% of portfolio›$301.0K
Daymark Wealth Partners, LLC1,052
0.0% of portfolio›$296.5K
Cooper Financial Group1,011
0.0% of portfolio›$285.0K
Hartline Investment Corp/1,009
0.0% of portfolio›$284.4K
AlphaCore Capital LLC943
0.0% of portfolio›$265.8K
Twelve Points Wealth Management LLC939
0.0% of portfolio›$208.5K
PDS Planning, Inc934
0.0% of portfolio›$263.2K
MBL Wealth, LLC927
0.0% of portfolio›$261.2K
Gibbs Wealth Management899
0.0% of portfolio›$253.4K
Counterpoint Mutual Funds LLC874
0.0% of portfolio›$246.3K
Profund Advisors LLC873
0.0% of portfolio›$246.0K
Versant Capital Management, Inc866
0.0% of portfolio›$244.1K
Mirae Asset Global Investments Co., Ltd.861
0.0% of portfolio›$242.6K
Central Pacific Bank - Trust Division860
0.0% of portfolio›$242.4K
Americana Partners, LLC848
0.0% of portfolio›$239.0K
MGO One Seven LLC833
0.0% of portfolio›$234.8K
Diversify Advisory Services, LLC824
0.0% of portfolio›$207.8K
Diversify Wealth Management, LLC824
0.0% of portfolio›$207.8K
Laurion Capital Management LP816
0.0% of portfolio›$230.0K
Brighton Jones LLC799
0.0% of portfolio›$225.2K
Sawgrass Asset Management LLC712
0.0% of portfolio›$200.7K
Heritage Family Offices, LLP692
0.1% of portfolio›$195.0K
EverSource Wealth Advisors, LLC681
0.0% of portfolio›$191.9K
Hilltop National Bank641
0.0% of portfolio›$180.6K
Farther Finance Advisors, LLC633
0.0% of portfolio›$178.4K
Parallel Advisors, LLC582
0.0% of portfolio›$164.0K
Exchange Traded Concepts, LLC511
0.0% of portfolio›$144.0K
Union Bancaire Privee, UBP SA500
0.0% of portfolio›$141.7K
Harbor Investment Advisory, LLC375
0.0% of portfolio›$105.7K
Gen-Wealth Partners Inc341
0.0% of portfolio›$96.1K
Root Financial Partners, LLC309
0.0% of portfolio›$87.1K
State of Wyoming286
0.0% of portfolio›$80.6K
Reyes Financial Architecture, Inc.277
0.0% of portfolio›$78.1K
Cullen T Bankers, Inc.253
0.0% of portfolio›$71.4K
SBI Securities Co., Ltd.246
0.0% of portfolio›$69.3K
Essential Partners LLC233
0.0% of portfolio›$65.7K
Leonteq Securities AG200
0.0% of portfolio›$56.4K
Private Trust Co NA182
0.0% of portfolio›$51.3K
SJS Investment Consulting Inc.181
0.0% of portfolio›$51.0K
MassMutual Private Wealth & Trust, FSB178
0.0% of portfolio›$50.2K
Parkside Financial Bank & Trust177
0.0% of portfolio›$49.9K
True Wealth Design, LLC160
0.0% of portfolio›$45.1K
Archer Investment Corp150
0.0% of portfolio›$42.3K
Bayforest Capital Ltd147
0.1% of portfolio›$41.4K
Proathlete Wealth Management LLC141
0.0% of portfolio›$39.9K
Sterling Capital Management LLC139
0.0% of portfolio›$39.2K
Richardson Financial Services Inc.138
0.0% of portfolio›$38.9K
GHP Investment Advisors, Inc.125
0.0% of portfolio›$35.2K
Lanark Financial, Inc.114
0.0% of portfolio›$32.1K
Fortitude Family Office, LLC112
0.0% of portfolio›$31.6K
Pinnacle Wealth Planning Services, Inc.101
0.0% of portfolio›$28.5K
Main Street Group, LTD100
0.0% of portfolio›$28.2K
Spire Wealth Management100
0.0% of portfolio›$28.2K
Bare Financial Services, Inc94
0.0% of portfolio›$26.5K
Mather Group, Llc.90
0.0% of portfolio›$25.4K
Elevation Wealth Partners, LLC80
0.0% of portfolio›$22.5K
Mitsubishi UFJ Asset Management Co., Ltd.72
0.0% of portfolio›$20.3K
Westside Investment Management, Inc.70
0.0% of portfolio›$21.3K
Bell Investment Advisors, Inc65
0.0% of portfolio›$18.3K
Trust Co of Vermont57
0.0% of portfolio›$16.1K
Cedar Mountain Advisors, LLC53
0.0% of portfolio›$14.9K
GK Wealth Management LLC51
0.0% of portfolio›$14.4K
Blue Bell Private Wealth Management, LLC51
0.0% of portfolio›$14.4K
Kings Path Partners LLC37
0.0% of portfolio›$10.4K
Burkett Financial Services, LLC36
0.0% of portfolio›$10.1K
Farmers & Merchants Investments Inc33
0.0% of portfolio›$9.3K
High Note Wealth, LLC33
0.0% of portfolio›$9.3K
Prudent Man Investment Management, Inc.31
0.0% of portfolio›$8.7K
IFP Advisors, Inc29
0.0% of portfolio›$8.2K
Contravisory Investment Management, Inc.28
0.0% of portfolio›$7.9K
Pathway Financial Advisers, LLC27
0.0% of portfolio›$7.6K
Ascentis Independent Advisors26
0.0% of portfolio›$7.3K
Retirement Wealth Solutions LLC25
0.0% of portfolio›$7.0K
Atlantic Edge Private Wealth Management, LLC23
0.0% of portfolio›$6.5K
JFS Wealth Advisors, LLC22
0.0% of portfolio›$6.2K
Financial Network Wealth Advisors LLC21
0.0% of portfolio›$5.9K
Creative Capital Management Investments LLC17
0.0% of portfolio›$4.8K
CoreCap Advisors, LLC16
0.0% of portfolio›$4.5K
North Star Investment Management Corp.16
0.0% of portfolio›$4.5K
Quest 10 Wealth Builders, Inc.16
0.0% of portfolio›$4.5K
Montag A & Associates Inc16
0.0% of portfolio›$4.5K
TFC Financial Management, Inc.15
0.0% of portfolio›$4.2K
Plante Moran Financial Advisors, LLC15
0.0% of portfolio›$4.2K
Hughes Financial Services, LLC15
0.0% of portfolio›$3.6K
Cromwell Holdings LLC13
0.0% of portfolio›$3.7K
WPG Advisers, LLC12
0.0% of portfolio›$3.4K
MJT & Associates Financial Advisory Group, Inc.11
0.0% of portfolio›$3.1K
Elyxium Wealth, LLC11
0.0% of portfolio›$3.1K
Signature Equity Partners, LLC10
0.0% of portfolio›$2.8K
Bay Harbor Wealth Management, LLC9
0.0% of portfolio›$2.5K
Private Wealth Management Group, LLC7
0.0% of portfolio›$2.0K
Wealth Enhancement Trust Services, Inc.6
0.0% of portfolio›$1.7K
Chilton Capital Management LLC6
0.0% of portfolio›$1.7K
Marquette Asset Management, LLC6
0.0% of portfolio›$1.7K
UMB Private Wealth Management, LLC6
0.0% of portfolio›$1.7K
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$1.7K
Physician Wealth Advisors, Inc.6
0.0% of portfolio›$1.7K
Meriwether Wealth & Planning, LLC5
0.0% of portfolio›$1.4K
WestEnd Advisors, LLC5
0.0% of portfolio›$1.4K
Trust Co5
0.0% of portfolio›$1.4K
Toth Financial Advisory Corp5
0.0% of portfolio›$1.4K
First Horizon Corp5
0.0% of portfolio›$1.4K
Burk Holdings LLC4
0.0% of portfolio›$1.1K
Avion Wealth4
0.0% of portfolio›$1
Compass Financial Management LLC4
0.0% of portfolio›$1.1K
Rakuten Securities, Inc.4
0.0% of portfolio›$1.1K
Birch Financial Group, LLC3
0.0% of portfolio›$759
Valley National Advisers Inc3
0.0% of portfolio›$846
Abound Wealth Management3
0.0% of portfolio›$705
Wilkerson Advisory Group LLC3
0.0% of portfolio›$845
Strengthening Families & Communities, LLC1
0.0% of portfolio›$282
Ascentis Wealth Management, LLC1
0.0% of portfolio›$281
Nvwm, LLC1
0.0% of portfolio›$282
Quaker Wealth Management, LLC1
0.0% of portfolio›$282
IMG Wealth Management, Inc.1
0.0% of portfolio›$282
Maseco LLP1
0.0% of portfolio›$282
DecisionPoint Financial, LLC1
0.0% of portfolio›$295
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
621,042$175.0M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
310,565$87.5M0.0%CoreLowDes Moines, IA2026-11-02
Congress Asset Management Co
147,598$41.6M0.3%GrowthMediumBoston, MA2026-10-06
Fort Washington Investment Advisors Inc
133,685$37.7M0.2%CoreLowCincinnati, OH2026-10-15
Allspring Global Investments Holdings, LLC
133,161$39.2M0.1%CoreMediumCharlotte, NC2026-11-04
Tema Etfs LLC
102,621$28.9M1.1%GrowthMediumNew York, NY2026-10-16
Artemis Investment Management LLP
92,271$26.0M0.2%GARPHighEdinburgh, United Kingdom2026-10-08
Amanah Holdings Trust
85,000$24.0M1.3%GARPVery HighLondon, United Kingdom2026-10-23
Pinnacle Associates LTD
79,692$22.5M0.3%CoreLowNew York, NY2026-10-20
Citigroup Inc
74,017$20.9M0.0%CoreMediumNew York, NY2026-11-04
Retirement Systems of Alabama
69,874$19.7M0.1%IndexLowMontgomery, AL2026-11-04
Assenagon Asset Management S.A.
60,719$17.1M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
M&G Plc
60,344$17.0M0.1%CoreMediumLondon, United Kingdom2026-11-04
Creative Planning
56,270$15.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Tributary Capital Management, LLC
50,346$14.2M1.3%ValueMediumOmaha, NE2026-10-28
Mutual of America Capital Management LLC
46,975$13.2M0.1%IndexLowNew York, NY2026-10-23
CenterBook Partners LP
44,006$12.4M0.6%ValueVery HighGreenwich, CT2026-11-02
Robeco Schweiz AG
41,000$11.6M0.2%GrowthMediumZurich, Switzerland2026-10-23
Oppenheimer Asset Management Inc.
40,980$11.5M0.1%CoreMediumNew York, NY2026-10-27
Swedbank AB
35,400$10.0M0.0%GrowthLowStockholm, Sweden2026-10-27
Compass Wealth Management LLC
34,941$9.8M1.9%GARPLowGuilford, CT2026-10-22
New York State Teachers Retirement System
33,300$9.4M0.0%CoreVery LowAlbany, NY2026-10-22
Strs Ohio
28,394$8.0M0.0%CoreMediumColumbus, OH2026-10-30
Reinhart Partners, Llc.
22,278$6.3M0.2%ValueMediumMequon, WI2026-10-09
GF Fund Management Co. Ltd.
21,052$5.9M0.1%Agg GrowthMediumGuangzhou, France2026-10-26
Amalgamated Bank
18,692$5.3M0.1%CoreVery LowNew York, NY2026-10-23
Wealth Enhancement Advisory Services, LLC
18,495$2.7M0.0%CoreLowPlymouth, MN2026-10-13
Virginia Retirement Systems ET Al
15,462$4.4M0.0%CoreMediumRichmond, VA2026-10-28
Campbell Newman Asset Management Inc
14,498$4.1M0.3%GrowthMediumMilwaukee, WI2026-10-22
State of New Jersey Common Pension Fund D
12,809$3.6M0.0%CoreLowTrenton, NJ2026-11-05
B. Metzler seel. Sohn & Co. AG
12,451$3.5M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Louisiana State Employees Retirement System
11,900$3.4M0.1%IndexLowBaton Rouge, LA2026-10-20
Visionary Wealth Advisors
11,507$3.2M0.1%ETFLowO'Fallon, IL2026-11-04
Arizona State Retirement System
11,273$3.2M0.0%IndexVery LowPhoenix, AZ2026-11-03
Green Alpha Advisors, LLC
10,468$3.0M2.0%GrowthLowNiwot, CO2026-10-08
Yousif Capital Management, LLC
10,435$2.9M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
9,560$2.7M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
9,400$2.6M0.0%IndexLowEast Lansing, MI2026-10-27
ABN Amro Investment Solutions
9,217$2.6M0.0%GrowthLowParis Cedex 008, India2026-10-21
NorthCrest Asset Manangement, LLC
8,820$2.5M0.1%GrowthLowPlymouth, MN2026-10-13
Oregon Public Employees Retirement Fund
8,298$2.3M0.0%IndexVery LowTigard, OR2026-10-30
Truist Financial Corp
7,869$2.2M0.0%CoreLowCharlotte, NC2026-10-30
Xponance LLC
7,832$2.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Peterson Wealth Services
7,676$2.2M0.5%GrowthHighSouth Ogden, UT2026-10-26
Atria Investments, Inc
7,063$2.0M0.0%CoreMediumCharlotte, NC2026-10-15
NIA Impact Advisors, LLC
6,602$1.9M0.8%CoreMediumOakland, CA2026-11-04
Pictet Asset Management Holding SA
6,352$1.8M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Elevation Point Wealth Partners, LLC
5,981$1.7M0.0%CoreHighDenver, CO2026-11-05
New York Life Investment Management LLC
5,761$1.6M0.0%GrowthLowNew York, NY2026-11-04
Kornitzer Capital Management Inc
5,500$1.6M0.0%CoreLowShawnee Mission, KS2026-11-03
Sheets Smith Wealth Management
5,203$1.5M0.2%CoreLowWinston-Salem, NC2026-10-16
Choreo, LLC
5,193$1.5M0.0%IndexLowRockford, IL2026-10-28
Park Avenue Securities LLC
4,910$1.4M0.0%ETFMediumNew York, NY2026-10-26
Y-Intercept (Hong Kong) Ltd
4,803$1.4M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Kestra Private Wealth Services, LLC
4,405$1.2M0.0%GrowthLowAustin, TX2026-10-30
Cambridge Investment Research Advisors, Inc.
4,380$1.2M0.0%ETFLowFairfield, IA2026-11-02
State of Alaska, Department of Revenue
4,296$1.2M0.0%CoreVery LowJuneau, AK2026-10-15
RPG Investment Advisory, LLC
4,292$1.2M0.2%GrowthLowPleasanton, CA2026-10-21
Nisa Investment Advisors, LLC
4,234$1.2M0.0%IndexVery LowSt. Louis, MO2026-10-20
Wealthcare Advisory Partners LLC
4,233$1.2M0.0%ETFLowWest Chester, PA2026-10-21
Commonwealth Equity Services, LLC
4,132$1.2M0.0%ETFLowWaltham, MA2026-11-02
Azzad Asset Management Inc
3,797$1.1M0.1%GrowthMediumFalls Church, VA2026-11-04
Legacy Wealth Asset Management, LLC
3,727$1.1M0.2%GARPMediumWoodbury, MN2026-10-09
Blue Trust, Inc.
3,662$1.0M0.0%ETFLowBrentwood, TN2026-10-15
Swiss Life Asset Management Ltd
3,634$1.0M0.0%CoreLowZurich, Switzerland2026-11-03
HB Wealth Management, LLC
3,504$987.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Inspire Investing, LLC
3,478$980.2K0.0%GARPHighMeridian, ID2026-10-22
Burney Co/
3,468$977.4K0.0%GARPMediumReston, VA2026-10-15
Achmea Investment Management B.V.
3,465$977.3K0.0%CoreMediumZeist, Philippines2026-10-30
Vontobel Holding Ltd.
3,434$967.8K0.0%CoreMediumZurich, Switzerland2026-10-16
Financiere des Professionnels - Fonds d'investissement inc.
3,425$965.2K0.1%GrowthHighMontreal, Austria2026-11-03
Ethic Inc.
3,359$946.6K0.0%CoreLowNew York, NY2026-11-03
Portman Square Capital LLP
3,175$894.8K0.1%GARPHighLondon, United Kingdom2026-10-15
Davenport & Co LLC
3,072$865.8K0.0%CoreMediumRichmond, VA2026-10-14
Kestra Advisory Services, LLC
2,984$840.9K0.0%CoreLowAustin, TX2026-11-02
Gamma Investing LLC
2,978$839.3K0.0%IndexVery LowFoster City, CA2026-10-08
Evergreen Capital Management LLC
2,965$835.6K0.0%GARPMediumBellevue, WA2026-10-23
Bokf, NA
2,935$827.1K0.0%CoreLowTulsa, OK2026-10-27
Baron Wealth Management LLC
2,877$810.8K0.2%CoreLowTroy, MI2026-10-27
Crossmark Global Holdings, Inc.
2,801$789.4K0.0%GARPMediumHouston, TX2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
2,669$752.3K0.0%GrowthMediumZurich, Switzerland2026-10-29
Lido Advisors, LLC
2,594$731.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Guidance Capital, Inc
2,479$538.5K0.1%ETFMediumLousville, KY2026-11-03
DekaBank Deutsche Girozentrale
2,302$644.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Alps Advisors Inc
2,280$642.6K0.0%YieldLowDenver, CO2026-11-03
Chicago Partners Investment Group LLC
2,235$484.2K0.0%GARPLowChicago, IL2026-10-27
Keybank National Association
2,178$613.8K0.0%CoreLowBrooklyn, OH2026-11-04
Highland Capital Management, LLC
2,170$611.5K0.0%GrowthMediumMemphis, TN2026-10-26
Krilogy Financial LLC
2,132$598.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Asset Management One Co., Ltd.
2,102$592.4K0.0%IndexVery LowTokyo, Mexico2026-10-27
Abel Hall, LLC
2,070$583.4K0.1%CoreMediumBaton Rouge, LA2026-10-19
Compton Wealth Advisory Group, LLC
2,040$600.0K0.1%ETFVery LowVirginia Beach, VA2026-10-13
Praxis Investment Management Inc
2,034$573.0K0.1%CoreLowGoshen, IN2026-11-03
MRA Advisory Group
2,014$567.7K0.2%ETFMediumParsippany, NJ2026-10-07
David J Yvars Group
2,005$565.0K0.3%GrowthLowUniversity Park, FL2026-10-09
Citizens Financial Group Inc
1,983$558.9K0.0%GrowthLowProvidence, RI2026-10-23
Ifrah Financial Services, Inc.
1,886$531.5K0.1%ETFLowLittle Rock, AR2026-10-13
Frank, Rimerman Advisors LLC
1,868$526.4K0.0%GrowthLowPalo Alto, CA2026-10-16
Provenance Wealth Advisors, LLC
1,860$524.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Trust Point Inc.
1,809$509.8K0.0%CoreMediumLa Crosse, WI2026-10-27
Assetmark, Inc
1,777$500.8K0.0%ETFLowConcord, CA2026-10-21
Wolverine Asset Management LLC
1,757$495.2K0.0%Deep ValueVery HighChicago, IL2026-11-02
Sigma Planning Corp
1,670$470.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Quadrant Capital Group LLC
1,657$456.8K0.0%CoreLowCincinnati, OH2026-10-20
Caitong International Asset Management Co., Ltd
1,607$452.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Norden Group LLC
1,603$451.8K0.0%GrowthMediumProvo, UT2026-10-20
Gateway Investment Advisers LLC
1,578$444.8K0.0%GrowthLowCincinnati, OH2026-10-13
Y.D. More Investments Ltd
1,541$434.3K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
ProShare Advisors LLC
1,522$428.9K0.0%GrowthLowBethesda, MD2026-10-29
D.A. Davidson & Co.
1,507$424.7K0.0%CoreLowGreat Falls, MT2026-10-28
Teza Capital Management LLC
1,476$416.0K0.4%ValueHighAustin, TX2026-10-23
Red Spruce Capital, LLC
1,410$397.4K0.1%GrowthMediumBerwyn, PA2026-10-07
Portside Wealth Group, LLC
1,381$389.2K0.0%CoreMediumProvo, UT2026-10-20
Sowell Financial Services LLC
1,377$388.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
ANB Bank
1,339$377.4K0.1%CoreLowDenver, CO2026-10-09
TD Waterhouse Canada Inc.
1,332$391.8K0.0%CoreLowToronto, Australia2026-10-16
Piar LLC
1,300$366.4K0.2%MomentumMediumLas Vegas, NV2026-10-21
Signaturefd, LLC
1,289$363.3K0.0%IndexLowAtlanta, GA2026-10-23
KBC Group NV
1,244$351.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Fifth Third Wealth Advisors LLC
1,209$340.7K0.0%IndexVery LowCincinnati, OH2026-10-22
111 Capital
1,170$329.7K0.0%CoreVery HighParis, India2026-11-03
CIBC Asset Management Inc
1,167$328.9K0.0%GARPLowToronto, South Africa2026-11-05
North Dakota State Investment Board
1,156$325.8K0.0%GrowthMediumBismarck, ND2026-10-27
Vise Technologies, Inc.
1,145$322.7K0.0%IndexLowNew York, NY2026-10-29
Verdence Capital Advisors LLC
1,101$310.3K0.0%CoreMediumHunt Valley, MD2026-10-26
Revolve Wealth Partners, LLC
1,075$303.0K0.0%ETFVery LowHackensack, NJ2026-10-23
Greenleaf Trust
1,068$301.0K0.0%CoreLowKalamazoo, MI2026-10-29
Daymark Wealth Partners, LLC
1,052$296.5K0.0%CoreLowCincinnati, OH2026-11-04
Cooper Financial Group
1,011$285.0K0.0%GrowthMediumIrvine, CA2026-10-07
Hartline Investment Corp/
1,009$284.4K0.0%GrowthMediumWinnetka, IL2026-10-29
AlphaCore Capital LLC
943$265.8K0.0%ETFLowLa Jolla, CA2026-11-04
Twelve Points Wealth Management LLC
939$208.5K0.0%ETFMediumConcord, MA2026-11-03
PDS Planning, Inc
934$263.2K0.0%IndexVery LowDublin, OH2026-11-03
MBL Wealth, LLC
927$261.2K0.0%ETFLowCharlotte, NC2026-10-22
Gibbs Wealth Management
899$253.4K0.0%CoreLowAlpharetta, GA2026-10-22
Counterpoint Mutual Funds LLC
874$246.3K0.0%Deep ValueVery HighSan Diego, CA2026-10-16
Profund Advisors LLC
873$246.0K0.0%GrowthLowBethesda, MD2026-10-29
Versant Capital Management, Inc
866$244.1K0.0%GARPLowPhoenix, AZ2026-10-02
Mirae Asset Global Investments Co., Ltd.
861$242.6K0.0%GrowthLowSeoul, Malaysia2026-11-03
Central Pacific Bank - Trust Division
860$242.4K0.0%CoreMediumHonolulu, HI2026-10-06
Americana Partners, LLC
848$239.0K0.0%CoreMediumHouston, TX2026-10-28
MGO One Seven LLC
833$234.8K0.0%GrowthLowBeachwood, OH2026-10-28
Diversify Advisory Services, LLC
824$207.8K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
824$207.8K0.0%GrowthMediumSandy, UT2026-10-20
Laurion Capital Management LP
816$230.0K0.0%GrowthVery HighNew York, NY2026-10-30
Brighton Jones LLC
799$225.2K0.0%CoreVery LowSeattle, WA2026-11-03
Sawgrass Asset Management LLC
712$200.7K0.0%GrowthMediumPonte Vedra Beach, FL2026-11-03
Heritage Family Offices, LLP
692$195.0K0.1%GrowthHighScottsdale, AZ2026-11-02
EverSource Wealth Advisors, LLC
681$191.9K0.0%CoreMediumBirmingham, AL2026-11-04
Hilltop National Bank
641$180.6K0.0%CoreLowCasper, WY2026-10-14
Farther Finance Advisors, LLC
633$178.4K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
582$164.0K0.0%IndexLowSan Francisco, CA2026-11-03
Exchange Traded Concepts, LLC
511$144.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Union Bancaire Privee, UBP SA
500$141.7K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Harbor Investment Advisory, LLC
375$105.7K0.0%GrowthLowLutherville, MD2026-10-13
Gen-Wealth Partners Inc
341$96.1K0.0%CoreLowZeeland, MI2026-11-04
Root Financial Partners, LLC
309$87.1K0.0%ETFMediumEncinitas, CA2026-10-21
State of Wyoming
286$80.6K0.0%ValueHighCheyenne, WY2026-10-28
Reyes Financial Architecture, Inc.
277$78.1K0.0%ETFVery HighSan Diego, CA2026-10-22
Cullen T Bankers, Inc.
253$71.4K0.0%GrowthLowSan Antonio, TX2026-10-28
SBI Securities Co., Ltd.
246$69.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Essential Partners LLC
233$65.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Leonteq Securities AG
200$56.4K0.0%CoreHighZurich, Switzerland2026-10-29
Private Trust Co NA
182$51.3K0.0%CoreLowCleveland, OH2026-10-20
SJS Investment Consulting Inc.
181$51.0K0.0%ETFVery LowSylvania, OH2026-10-26
MassMutual Private Wealth & Trust, FSB
178$50.2K0.0%CoreLowSpringfield, MA2026-10-05
Parkside Financial Bank & Trust
177$49.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
True Wealth Design, LLC
160$45.1K0.0%ETFMediumAkron, OH2026-10-13
Archer Investment Corp
150$42.3K0.0%CoreMediumCarmel, IN2026-11-05
Bayforest Capital Ltd
147$41.4K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Proathlete Wealth Management LLC
141$39.9K0.0%ETFVery LowBoca Raton, FL2026-10-15
Sterling Capital Management LLC
139$39.2K0.0%GARPMediumCharlotte, NC2026-10-22
Richardson Financial Services Inc.
138$38.9K0.0%GrowthMediumMedway, MA2026-10-30
GHP Investment Advisors, Inc.
125$35.2K0.0%CoreVery LowDenver, CO2026-10-15
Lanark Financial, Inc.
114$32.1K0.0%CoreMediumBirmingham, AL2026-10-26
Fortitude Family Office, LLC
112$31.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Pinnacle Wealth Planning Services, Inc.
101$28.5K0.0%GARPLowMansfield, OH2026-10-27
Main Street Group, LTD
100$28.2K0.0%ETFMediumGlen Allen, VA2026-10-28
Spire Wealth Management
100$28.2K0.0%GrowthMediumMclean, VA2026-10-30
Bare Financial Services, Inc
94$26.5K0.0%ETFVery LowGap, PA2026-11-04
Mather Group, Llc.
90$25.4K0.0%ETFMediumChicago, IL2026-10-14
Elevation Wealth Partners, LLC
80$22.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Mitsubishi UFJ Asset Management Co., Ltd.
72$20.3K0.0%IndexVery LowTokyo, Mexico2026-11-05
Westside Investment Management, Inc.
70$21.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Bell Investment Advisors, Inc
65$18.3K0.0%ETFVery LowOrinda, CA2026-10-29
Trust Co of Vermont
57$16.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Cedar Mountain Advisors, LLC
53$14.9K0.0%ETFVery LowLake Oswego, OR2026-10-15
GK Wealth Management LLC
51$14.4K0.0%GARPVery HighReno, NV2026-10-09
Blue Bell Private Wealth Management, LLC
51$14.4K0.0%YieldVery LowBlue Bell, PA2026-10-29
Kings Path Partners LLC
37$10.4K0.0%ETFVery LowSugar Land, TX2026-10-21
Burkett Financial Services, LLC
36$10.1K0.0%ETFLowRock Hill, SC2026-10-01
Farmers & Merchants Investments Inc
33$9.3K0.0%CoreVery LowLincoln, NE2026-10-22
High Note Wealth, LLC
33$9.3K0.0%ETFVery LowDeephaven, MN2026-10-27
Prudent Man Investment Management, Inc.
31$8.7K0.0%ETFVery LowLouisville, CO2026-11-03
IFP Advisors, Inc
29$8.2K0.0%GrowthLowTampa, FL2026-10-16
Contravisory Investment Management, Inc.
28$7.9K0.0%MomentumHighNorwell, MA2026-10-13
Pathway Financial Advisers, LLC
27$7.6K0.0%CoreLowAuburn, IN2026-10-27
Ascentis Independent Advisors
26$7.3K0.0%ETFLowDallas, TX2026-11-03
Retirement Wealth Solutions LLC
25$7.0K0.0%ETFLowMarshfield, WI2026-10-07
Atlantic Edge Private Wealth Management, LLC
23$6.5K0.0%CoreLowJacksonville, FL2026-10-20
JFS Wealth Advisors, LLC
22$6.2K0.0%ETFVery LowHermitage, PA2026-11-03
Financial Network Wealth Advisors LLC
21$5.9K0.0%ETFLowMurray, UT2026-10-28
Creative Capital Management Investments LLC
17$4.8K0.0%ETFLowSan Diego, CA2026-10-28
CoreCap Advisors, LLC
16$4.5K0.0%ETFMediumSouthfield, MI2026-10-08
North Star Investment Management Corp.
16$4.5K0.0%CoreLowChicago, IL2026-10-27
Quest 10 Wealth Builders, Inc.
16$4.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
Montag A & Associates Inc
16$4.5K0.0%CoreLowAtlanta, GA2026-10-29
TFC Financial Management, Inc.
15$4.2K0.0%ETFVery LowBoston, MA2026-10-26
Plante Moran Financial Advisors, LLC
15$4.2K0.0%ETFVery LowSouthfield, MI2026-11-04
Hughes Financial Services, LLC
15$3.6K0.0%ETFLowHerndon, VA2026-10-30
Cromwell Holdings LLC
13$3.7K0.0%IndexLowJackson, WY2026-10-28
WPG Advisers, LLC
12$3.4K0.0%CoreLowBaltimore, MD2026-10-27
MJT & Associates Financial Advisory Group, Inc.
11$3.1K0.0%ETFLowMontevideo, MN2026-10-07
Elyxium Wealth, LLC
11$3.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Signature Equity Partners, LLC
10$2.8K0.0%GrowthMediumColumbus, OH2026-10-29
Bay Harbor Wealth Management, LLC
9$2.5K0.0%ETFMediumHunt Valley, MD2026-11-03
Private Wealth Management Group, LLC
7$2.0K0.0%ETFLowPrinceton, NJ2026-10-19
Wealth Enhancement Trust Services, Inc.
6$1.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Chilton Capital Management LLC
6$1.7K0.0%GrowthMediumHouston, TX2026-10-28
Marquette Asset Management, LLC
6$1.7K0.0%ETFVery LowMinneapolis, MN2026-10-09
UMB Private Wealth Management, LLC
6$1.7K0.0%GrowthN/AKansas City, MO2026-10-19
DiNuzzo Private Wealth, Inc.
6$1.7K0.0%ETFLowBeaver, PA2026-10-16
Physician Wealth Advisors, Inc.
6$1.7K0.0%ETFMediumMidvale, UT2026-10-20
Meriwether Wealth & Planning, LLC
5$1.4K0.0%ETFMediumMinden, LA2026-10-13
WestEnd Advisors, LLC
5$1.4K0.0%ETFMediumCharlotte, NC2026-10-27
Trust Co
5$1.4K0.0%ETFVery LowManhattan, KS2026-10-09
Toth Financial Advisory Corp
5$1.4K0.0%CoreLowLeesburg, VA2026-10-08
First Horizon Corp
5$1.4K0.0%CoreLowMemphis, TN2026-10-26
Burk Holdings LLC
4$1.1K0.0%ETFVery LowTulsa, OK2026-11-05
Avion Wealth
4$10.0%ETFLowThe Woodlands, TX2026-11-04
Compass Financial Management LLC
4$1.1K0.0%CoreN/ATampa, FL2026-10-30
Rakuten Securities, Inc.
4$1.1K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Birch Financial Group, LLC
3$7590.0%CoreLowKeene, NH2026-10-27
Valley National Advisers Inc
3$8460.0%ETFLowBethlehem, PA2026-10-23
Abound Wealth Management
3$7050.0%ETFVery LowFranklin, TN2026-10-26
Wilkerson Advisory Group LLC
3$8450.0%ETFMediumColumbia, MO2026-10-20
Strengthening Families & Communities, LLC
1$2820.0%CoreMediumBoston, MA2026-10-21
Ascentis Wealth Management, LLC
1$2810.0%Agg GrowthLowDallas, TX2026-11-03
Nvwm, LLC
1$2820.0%GrowthMediumYardley, PA2026-10-14
Quaker Wealth Management, LLC
1$2820.0%ETFMediumMoorestown, NJ2026-10-22
IMG Wealth Management, Inc.
1$2820.0%ETFMediumJacksonville, FL2026-10-27
Maseco LLP
1$2820.0%ETFVery LowLondon, United Kingdom2026-10-27
DecisionPoint Financial, LLC
1$2950.0%ETFVery LowMesa, AZ2026-10-27