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Affiliated Managers Group (AMG)

CUSIP: 008252108 | NYSE | Financial Services · Asset Management | Mid Cap | 1877 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/AMorgan Stanley
with Atlanta Capital Management Company, LLC
1,458,3795.5%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AMorgan Stanley1,458,379
5.5% of class · Jun 30, 2026New 5%+ stake
with Atlanta Capital Management Company, LLC
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP624,049
0.0% of portfolio›$228.2M
Channing Capital Management, LLC255,475
2.4% of portfolio›$93.4M
Fulcrum Asset Management LLP78,628
1.4% of portfolio›$29.1M
Arbejdsmarkedets Tillaegspension72,200
0.7% of portfolio›$26.4M
Retirement Systems of Alabama70,856
0.1% of portfolio›$25.9M
Swedbank AB60,000
0.0% of portfolio›$21.9M
Principal Financial Group Inc59,374
0.0% of portfolio›$21.7M
Capricorn Fund Managers Ltd52,500
1.8% of portfolio›$19.2M
Strs Ohio48,151
0.1% of portfolio›$17.6M
Moran Wealth Management, LLC45,935
0.5% of portfolio›$16.8M
New York State Teachers Retirement System40,576
0.1% of portfolio›$14.8M
Robeco Institutional Asset Management B.V.39,802
0.0% of portfolio›$14.6M
Livforsakringsbolaget Skandia, Omsesidigt34,950
0.4% of portfolio›$12.8M
Assetmark, Inc28,689
0.0% of portfolio›$10.5M
Crossmark Global Holdings, Inc.23,602
0.1% of portfolio›$8.6M
Sterling Capital Management LLC23,319
0.2% of portfolio›$8.5M
Illinois Municipal Retirement Fund22,793
0.1% of portfolio›$8.3M
Amplius Wealth Advisors, LLC21,827
0.5% of portfolio›$8.0M
Creative Planning21,540
0.0% of portfolio›$7.9M
Poehling Capital Management, Inc.18,009
1.4% of portfolio›$6.6M
Reinhart Partners, Llc.16,444
0.1% of portfolio›$6.0M
State of Alaska, Department of Revenue15,880
0.1% of portfolio›$5.8M
Kestra Advisory Services, LLC15,576
0.0% of portfolio›$5.7M
DekaBank Deutsche Girozentrale15,359
0.0% of portfolio›$5.7K
Long Road Investment Counsel, LLC14,081
2.0% of portfolio›$5.1M
Inspire Investing, LLC13,920
0.2% of portfolio›$5.1M
Moody Aldrich Partners LLC13,870
1.0% of portfolio›$5.1M
Carnegie Investment Counsel12,898
0.1% of portfolio›$4.7M
Amalgamated Bank11,726
0.1% of portfolio›$4.3M
Oliver Luxxe Assets LLC11,093
0.6% of portfolio›$4.1M
CWC Advisors, Llc.10,933
1.9% of portfolio›$4.0M
Gateway Investment Advisers LLC10,793
0.0% of portfolio›$3.9M
MacKenzie Financial Corp10,361
0.0% of portfolio›$3.8M
Mutual of America Capital Management LLC9,421
0.0% of portfolio›$3.4M
Citigroup Inc9,185
0.0% of portfolio›$3.4M
Nisa Investment Advisors, LLC8,609
0.0% of portfolio›$3.1M
Oppenheimer Asset Management Inc.8,030
0.0% of portfolio›$2.9M
State of New Jersey Common Pension Fund D7,998
0.0% of portfolio›$2.9M
Wedge Capital Management L L P7,872
0.1% of portfolio›$2.9M
Louisiana State Employees Retirement System7,700
0.0% of portfolio›$2.8M
CWA Asset Management Group, LLC7,537
0.1% of portfolio›$2.8M
Yousif Capital Management, LLC7,085
0.0% of portfolio›$2.6M
Arizona State Retirement System7,066
0.0% of portfolio›$2.6M
Gradient Investments LLC6,925
0.0% of portfolio›$2.5M
Genus Capital Management Inc.6,811
0.2% of portfolio›$2.5M
Citadel Investment Advisory, Inc.6,197
1.0% of portfolio›$2.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,173
0.0% of portfolio›$2.3M
OP Asset Management Ltd6,071
0.0% of portfolio›$2.2M
State of Michigan Retirement System6,019
0.0% of portfolio›$2.2M
Vise Technologies, Inc.5,740
0.0% of portfolio›$2.1M
Oregon Public Employees Retirement Fund5,357
0.0% of portfolio›$2.0M
Penn Capital Management Company, LLC5,209
0.1% of portfolio›$1.9M
Blue Trust, Inc.5,037
0.0% of portfolio›$1.8M
Cookson Peirce & Co Inc4,949
0.1% of portfolio›$1.8M
Asset Management One Co., Ltd.4,846
0.0% of portfolio›$1.8M
Truist Financial Corp4,641
0.0% of portfolio›$1.7M
Kestra Investment Management, LLC4,594
0.0% of portfolio›$1.7M
Achmea Investment Management B.V.4,568
0.0% of portfolio›$1.7M
Virginia Retirement Systems ET Al4,200
0.0% of portfolio›$1.5M
Welch & Forbes LLC4,072
0.0% of portfolio›$1.5M
Pictet Asset Management Holding SA3,938
0.0% of portfolio›$1.4M
Sepio Capital, LP3,748
0.1% of portfolio›$1.4M
New York Life Investment Management LLC3,708
0.0% of portfolio›$1.4M
Wealth Enhancement Advisory Services, LLC3,695
0.0% of portfolio›$1.4M
Private Client Services, LLC3,693
0.4% of portfolio›$1.4M
Kendall Capital Management3,650
0.2% of portfolio›$1.3M
Quadrant Capital Group LLC3,262
0.0% of portfolio›$1.2M
Carrera Capital Advisors3,053
0.2% of portfolio›$1.1M
Xponance LLC2,976
0.0% of portfolio›$1.1M
Radnor Capital Management, LLC2,970
0.1% of portfolio›$1.1M
Fulton Bank, N.A.2,892
0.0% of portfolio›$1.1M
Jackson Creek Investment Advisors LLC2,870
0.8% of portfolio›$1.0M
Investment Partners, Ltd.2,626
0.1% of portfolio›$960.1K
Ethic Inc.2,583
0.0% of portfolio›$944.3K
Swiss Life Asset Management Ltd2,467
0.0% of portfolio›$902.0K
Kathmere Capital Management, LLC2,447
0.0% of portfolio›$894.6K
Linden Thomas Advisory Services, LLC2,357
0.1% of portfolio›$861.7K
Oppenheimer & Co Inc2,246
0.0% of portfolio›$821.2K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna2,090
0.3% of portfolio›$764.1K
Childress Capital Advisors, LLC2,048
0.1% of portfolio›$748.8K
ARQ Wealth Advisors, LLC2,040
0.1% of portfolio›$745.8K
Legacy Wealth Asset Management, LLC2,006
0.2% of portfolio›$733.4K
Exchange Traded Concepts, LLC1,917
0.0% of portfolio›$700.9K
Commonwealth Equity Services, LLC1,724
0.0% of portfolio›$630.4K
iA Global Asset Management Inc.1,699
0.0% of portfolio›$621.0K
Atria Investments, Inc1,695
0.0% of portfolio›$619.5K
Greenleaf Trust1,684
0.0% of portfolio›$615.7K
Cambridge Investment Research Advisors, Inc.1,682
0.0% of portfolio›$615.0K
Gamma Investing LLC1,674
0.0% of portfolio›$612.0K
HMS Capital Management, LLC1,599
0.2% of portfolio›$584.6K
Farther Finance Advisors, LLC1,577
0.0% of portfolio›$576.6K
TD Private Client Wealth LLC1,400
0.0% of portfolio›$511.9K
Lido Advisors, LLC1,395
0.0% of portfolio›$510.3K
Signaturefd, LLC1,340
0.0% of portfolio›$489.8K
IFP Advisors, Inc1,332
0.0% of portfolio›$487.0K
Chicago Partners Investment Group LLC1,316
0.0% of portfolio›$504.6K
Sheets Smith Wealth Management1,227
0.0% of portfolio›$448.6K
Bailard, Inc.1,178
0.0% of portfolio›$430.7K
Parallel Advisors, LLC1,140
0.0% of portfolio›$416.8K
Cadent Capital Advisors, LLC1,134
0.1% of portfolio›$414.6K
Bank of New Hampshire1,061
0.1% of portfolio›$387.9K
Ashton Thomas Private Wealth, LLC1,057
0.0% of portfolio›$386.5K
Old National Bancorp1,039
0.0% of portfolio›$379.9K
ProShare Advisors LLC983
0.0% of portfolio›$359.4K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management952
0.0% of portfolio›$348.1K
Evergreen Capital Management LLC941
0.0% of portfolio›$344.0K
Fifth Third Wealth Advisors LLC928
0.0% of portfolio›$339.3K
Sagespring Wealth Partners, LLC905
0.0% of portfolio›$330.9K
Facet Wealth, Inc.894
0.0% of portfolio›$326.9K
Concurrent Investment Advisors, LLC886
0.0% of portfolio›$323.9K
Wedmont Private Capital883
0.0% of portfolio›$341.7K
Praxis Investment Management Inc879
0.0% of portfolio›$321.0K
KBC Group NV873
0.0% of portfolio›$319.0K
Inscription Capital, LLC850
0.0% of portfolio›$310.8K
Investment Partners Asset Management, Inc.836
0.2% of portfolio›$305.7K
Choreo, LLC830
0.0% of portfolio›$303.5K
CIBC Asset Management Inc825
0.0% of portfolio›$301.6K
Autumn Glory Partners, LLC802
0.1% of portfolio›$293.2K
Elevation Point Wealth Partners, LLC785
0.0% of portfolio›$287.0K
North Dakota State Investment Board782
0.0% of portfolio›$285.9K
Lecap Asset Management LTD764
0.1% of portfolio›$279.3K
Olympiad Research LP760
0.4% of portfolio›$277.9K
Baron Wealth Management LLC757
0.1% of portfolio›$276.8K
Diversified Management Inc740
0.0% of portfolio›$270.6K
Birch Financial Group, LLC709
0.1% of portfolio›$259.1K
Advisortrust Partners, LLC681
0.1% of portfolio›$249.0K
Net Worth Advisory Group669
0.1% of portfolio›$248.7K
Citizens Financial Group Inc652
0.0% of portfolio›$238.4K
First Nebraska Trust Co643
0.0% of portfolio›$235.1K
Sanchez Gaunt Capital Management, LLC643
0.1% of portfolio›$235.1K
Fragasso Financial Advisors Inc624
0.0% of portfolio›$241.7K
Allspring Global Investments Holdings, LLC614
0.0% of portfolio›$228.4K
Nilsine Partners, LLC581
0.0% of portfolio›$212.4K
Cooper Financial Group579
0.0% of portfolio›$211.7K
Abel Hall, LLC579
0.0% of portfolio›$211.7K
Cullen T Bankers, Inc.576
0.0% of portfolio›$210.6K
Profund Advisors LLC565
0.0% of portfolio›$206.6K
Quantum Financial Advisors, LLC563
0.0% of portfolio›$205.9K
Genesis Private Wealth, LLC562
0.1% of portfolio›$205.5K
HB Wealth Management, LLC558
0.0% of portfolio›$204.0K
OpenArc Corporate Advisory, LLC554
0.0% of portfolio›$202.5K
Versant Capital Management, Inc548
0.0% of portfolio›$200.4K
Sovran Advisors, LLC503
0.0% of portfolio›$200.7K
USA Financial Formulas413
0.0% of portfolio›$151.0K
Simplex Trading, LLC349
0.0% of portfolio›$127.6K
Pension & Wealth Management Advisors, Inc.326
0.0% of portfolio›$119.2K
American National Bank & Trust255
0.0% of portfolio›$93.2K
Elyxium Wealth, LLC218
0.0% of portfolio›$79.7K
Root Financial Partners, LLC205
0.0% of portfolio›$75.0K
Wilmington Savings Fund Society, FSB180
0.0% of portfolio›$65.8K
Private Trust Co NA159
0.0% of portfolio›$58.1K
Parkside Financial Bank & Trust144
0.0% of portfolio›$52.6K
Mitsubishi UFJ Asset Management Co., Ltd.142
0.0% of portfolio›$51.9K
EverSource Wealth Advisors, LLC109
0.0% of portfolio›$39.9K
SBI Securities Co., Ltd.108
0.0% of portfolio›$39.5K
Trust Co of Toledo NA99
0.0% of portfolio›$36.2K
Harbor Capital Advisors, Inc.96
0.0% of portfolio›$35.0K
Goodman Advisory Group, LLC81
0.0% of portfolio›$29.6K
Asset Dedication, LLC80
0.0% of portfolio›$29.2K
Mather Group, Llc.74
0.0% of portfolio›$26.9K
Bell Investment Advisors, Inc70
0.0% of portfolio›$25.6K
CX Institutional66
0.0% of portfolio›$24
Elevation Wealth Partners, LLC64
0.0% of portfolio›$23.4K
Prudent Man Investment Management, Inc.62
0.0% of portfolio›$22.7K
Provenance Wealth Advisors, LLC50
0.0% of portfolio›$18.3K
Kelleher Financial Advisors49
0.0% of portfolio›$17.9K
Golden State Wealth Management, LLC47
0.0% of portfolio›$17.2K
Fortitude Family Office, LLC46
0.0% of portfolio›$16.8K
JFS Wealth Advisors, LLC41
0.0% of portfolio›$15.0K
Bullock Wealth Management Group41
0.0% of portfolio›$15.3K
Pinnacle Wealth Planning Services, Inc.39
0.0% of portfolio›$14.3K
Grove Bank & Trust39
0.0% of portfolio›$14.3K
Highline Wealth Partners LLC38
0.0% of portfolio›$13.9K
True Wealth Design, LLC31
0.0% of portfolio›$11.3K
Key FInancial Inc27
0.0% of portfolio›$9.9K
1620 Investment Advisors, Inc.25
0.0% of portfolio›$9.1K
Farmers & Merchants Investments Inc24
0.0% of portfolio›$8.8K
Covestor Ltd24
0.0% of portfolio›$9
Cedar Mountain Advisors, LLC24
0.0% of portfolio›$8.8K
United Financial Planning Group LLC24
0.0% of portfolio›$8.8K
MassMutual Private Wealth & Trust, FSB22
0.0% of portfolio›$8.0K
Moisand Fitzgerald Tamayo, LLC22
0.0% of portfolio›$8.0K
Meriwether Wealth & Planning, LLC21
0.0% of portfolio›$7.7K
Creative Financial Designs Inc20
0.0% of portfolio›$7.3K
Private Wealth Management Group, LLC17
0.0% of portfolio›$6.2K
Creative Capital Management Investments LLC15
0.0% of portfolio›$5.5K
James T. Borello RIA14
0.0% of portfolio›$5.1K
Physician Wealth Advisors, Inc.13
0.0% of portfolio›$4.8K
Oakworth Capital, Inc.13
0.0% of portfolio›$4.8K
Marquette Asset Management, LLC13
0.0% of portfolio›$4.8K
Caitong International Asset Management Co., Ltd12
0.0% of portfolio›$4.4K
Cromwell Holdings LLC11
0.0% of portfolio›$4.0K
Silver Grove Financial Group, Inc.10
0.0% of portfolio›$3.7K
North Star Investment Management Corp.9
0.0% of portfolio›$3.3K
Hughes Financial Services, LLC9
0.0% of portfolio›$3.6K
UMB Private Wealth Management, LLC9
0.0% of portfolio›$3.3K
Manchester Capital Management LLC9
0.0% of portfolio›$3.3K
Ares Financial Consulting, LLC8
0.0% of portfolio›$2.9K
Bay Harbor Wealth Management, LLC8
0.0% of portfolio›$2.9K
DiNuzzo Private Wealth, Inc.8
0.0% of portfolio›$2.9K
City State Bank7
0.0% of portfolio›$2.6K
Avion Wealth7
0.0% of portfolio›$2
GoalVest Advisory LLC7
0.0% of portfolio›$2.6K
First Horizon Corp6
0.0% of portfolio›$2.2K
Byrne Asset Management LLC6
0.0% of portfolio›$2.2K
Trifecta Capital Advisors, LLC5
0.0% of portfolio›$1.8K
Owl Creek Wealth Partners LLC5
0.0% of portfolio›$1.8K
Smallwood Wealth Investment Management, LLC5
0.0% of portfolio›$1.8K
Capital Advisors, Ltd. LLC4
0.0% of portfolio›$1
Tounjian Advisory Partners, LLC4
0.0% of portfolio›$1.5K
CoreCap Advisors, LLC3
0.0% of portfolio›$1.1K
Brown, Lisle Ings, Inc.3
0.0% of portfolio›$1.1K
Financial Management Professionals, Inc.3
0.0% of portfolio›$1.1K
WPG Advisers, LLC3
0.0% of portfolio›$1.1K
Valley National Advisers Inc3
0.0% of portfolio›$1.1K
SJS Investment Consulting Inc.2
0.0% of portfolio›$732
DecisionPoint Financial, LLC2
0.0% of portfolio›$744
Bare Financial Services, Inc2
0.0% of portfolio›$731
Rakuten Securities, Inc.2
0.0% of portfolio›$731
GHP Investment Advisors, Inc.1
0.0% of portfolio›$366
TFC Financial Management, Inc.1
0.0% of portfolio›$366
Align Financial, LLC1
0.0% of portfolio›$366
Wealth Enhancement Trust Services, Inc.1
0.0% of portfolio›$366
Maseco LLP1
0.0% of portfolio›$366
Birchwood Financial Partners, Inc.1
0.0% of portfolio›$366
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
624,049$228.2M0.0%IndexLowAustin, TX2026-11-04
Channing Capital Management, LLC
255,475$93.4M2.4%ValueHighChicago, IL2026-11-02
Fulcrum Asset Management LLP
78,628$29.1M1.4%CoreMediumLondon, United Kingdom2026-11-04
Arbejdsmarkedets Tillaegspension
72,200$26.4M0.7%ValueHighHilleroed, Greece2026-10-30
Retirement Systems of Alabama
70,856$25.9M0.1%IndexLowMontgomery, AL2026-11-04
Swedbank AB
60,000$21.9M0.0%GrowthLowStockholm, Sweden2026-10-27
Principal Financial Group Inc
59,374$21.7M0.0%CoreLowDes Moines, IA2026-11-02
Capricorn Fund Managers Ltd
52,500$19.2M1.8%GARPVery HighLondon, United Kingdom2026-11-03
Strs Ohio
48,151$17.6M0.1%CoreMediumColumbus, OH2026-10-30
Moran Wealth Management, LLC
45,935$16.8M0.5%CoreMediumNaples, FL2026-10-22
New York State Teachers Retirement System
40,576$14.8M0.1%CoreVery LowAlbany, NY2026-10-22
Robeco Institutional Asset Management B.V.
39,802$14.6M0.0%CoreMediumRotterdam, Philippines2026-10-20
Livforsakringsbolaget Skandia, Omsesidigt
34,950$12.8M0.4%GrowthMediumStockholm, Sweden2026-10-21
Assetmark, Inc
28,689$10.5M0.0%ETFLowConcord, CA2026-10-21
Crossmark Global Holdings, Inc.
23,602$8.6M0.1%GARPMediumHouston, TX2026-10-21
Sterling Capital Management LLC
23,319$8.5M0.2%GARPMediumCharlotte, NC2026-10-22
Illinois Municipal Retirement Fund
22,793$8.3M0.1%CoreMediumOak Brook, IL2026-11-05
Amplius Wealth Advisors, LLC
21,827$8.0M0.5%ETFLowBlue Bell, PA2026-10-20
Creative Planning
21,540$7.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Poehling Capital Management, Inc.
18,009$6.6M1.4%ValueLowMadison, WI2026-10-20
Reinhart Partners, Llc.
16,444$6.0M0.1%ValueMediumMequon, WI2026-10-09
State of Alaska, Department of Revenue
15,880$5.8M0.1%CoreVery LowJuneau, AK2026-10-15
Kestra Advisory Services, LLC
15,576$5.7M0.0%CoreLowAustin, TX2026-11-02
DekaBank Deutsche Girozentrale
15,359$5.7K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Long Road Investment Counsel, LLC
14,081$5.1M2.0%CoreVery LowKalamazoo, MI2026-11-04
Inspire Investing, LLC
13,920$5.1M0.2%GARPHighMeridian, ID2026-10-22
Moody Aldrich Partners LLC
13,870$5.1M1.0%ValueHighMarblehead, MA2026-10-27
Carnegie Investment Counsel
12,898$4.7M0.1%CoreLowPepper Pike, OH2026-10-20
Amalgamated Bank
11,726$4.3M0.1%CoreVery LowNew York, NY2026-10-23
Oliver Luxxe Assets LLC
11,093$4.1M0.6%ValueMediumGladstone, NJ2026-10-14
CWC Advisors, Llc.
10,933$4.0M1.9%GARPLowLake Oswego, OR2026-10-15
Gateway Investment Advisers LLC
10,793$3.9M0.0%GrowthLowCincinnati, OH2026-10-13
MacKenzie Financial Corp
10,361$3.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Mutual of America Capital Management LLC
9,421$3.4M0.0%IndexLowNew York, NY2026-10-23
Citigroup Inc
9,185$3.4M0.0%CoreMediumNew York, NY2026-11-04
Nisa Investment Advisors, LLC
8,609$3.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
Oppenheimer Asset Management Inc.
8,030$2.9M0.0%CoreMediumNew York, NY2026-10-27
State of New Jersey Common Pension Fund D
7,998$2.9M0.0%CoreLowTrenton, NJ2026-11-05
Wedge Capital Management L L P
7,872$2.9M0.1%ValueMediumCharlotte, NC2026-10-13
Louisiana State Employees Retirement System
7,700$2.8M0.0%IndexLowBaton Rouge, LA2026-10-20
CWA Asset Management Group, LLC
7,537$2.8M0.1%CoreMediumNaples, FL2026-10-19
Yousif Capital Management, LLC
7,085$2.6M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
7,066$2.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Gradient Investments LLC
6,925$2.5M0.0%CoreMediumArden Hills, MN2026-10-08
Genus Capital Management Inc.
6,811$2.5M0.2%GARPHighVancouver, UAE2026-11-04
Citadel Investment Advisory, Inc.
6,197$2.3M1.0%ValueVery LowChesterland, OH2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
6,173$2.3M0.0%CoreLowHarrisburg, PA2026-11-03
OP Asset Management Ltd
6,071$2.2M0.0%GrowthMediumHelsinki, Hungary2026-11-05
State of Michigan Retirement System
6,019$2.2M0.0%IndexLowEast Lansing, MI2026-10-27
Vise Technologies, Inc.
5,740$2.1M0.0%IndexLowNew York, NY2026-10-29
Oregon Public Employees Retirement Fund
5,357$2.0M0.0%IndexVery LowTigard, OR2026-10-30
Penn Capital Management Company, LLC
5,209$1.9M0.1%ValueHighPhiladelphia, PA2026-11-04
Blue Trust, Inc.
5,037$1.8M0.0%ETFLowBrentwood, TN2026-10-15
Cookson Peirce & Co Inc
4,949$1.8M0.1%GrowthHighPittsburgh, PA2026-10-30
Asset Management One Co., Ltd.
4,846$1.8M0.0%IndexVery LowTokyo, Mexico2026-10-27
Truist Financial Corp
4,641$1.7M0.0%CoreLowCharlotte, NC2026-10-30
Kestra Investment Management, LLC
4,594$1.7M0.0%ETFMediumAustin, TX2026-11-04
Achmea Investment Management B.V.
4,568$1.7M0.0%CoreMediumZeist, Philippines2026-10-30
Virginia Retirement Systems ET Al
4,200$1.5M0.0%CoreMediumRichmond, VA2026-10-28
Welch & Forbes LLC
4,072$1.5M0.0%CoreVery LowBoston, MA2026-11-04
Pictet Asset Management Holding SA
3,938$1.4M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Sepio Capital, LP
3,748$1.4M0.1%ETFLowSalt Lake City, UT2026-10-22
New York Life Investment Management LLC
3,708$1.4M0.0%GrowthLowNew York, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
3,695$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Private Client Services, LLC
3,693$1.4M0.4%ETFMediumLouisville, KY2026-10-02
Kendall Capital Management
3,650$1.3M0.2%GARPLowRockville, MD2026-10-23
Quadrant Capital Group LLC
3,262$1.2M0.0%CoreLowCincinnati, OH2026-10-20
Carrera Capital Advisors
3,053$1.1M0.2%ETFMediumTroy, MI2026-11-03
Xponance LLC
2,976$1.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Radnor Capital Management, LLC
2,970$1.1M0.1%CoreLowWayne, PA2026-10-23
Fulton Bank, N.A.
2,892$1.1M0.0%CoreLowLancaster, PA2026-10-14
Jackson Creek Investment Advisors LLC
2,870$1.0M0.8%ValueVery HighCastle Rock, CO2026-11-04
Investment Partners, Ltd.
2,626$960.1K0.1%ETFVery LowNew Philadelphia, OH2026-10-29
Ethic Inc.
2,583$944.3K0.0%CoreLowNew York, NY2026-11-03
Swiss Life Asset Management Ltd
2,467$902.0K0.0%CoreLowZurich, Switzerland2026-11-03
Kathmere Capital Management, LLC
2,447$894.6K0.0%ETFLowWayne, PA2026-10-20
Linden Thomas Advisory Services, LLC
2,357$861.7K0.1%CoreLowCharlotte, NC2026-10-19
Oppenheimer & Co Inc
2,246$821.2K0.0%CoreLowNew York, NY2026-10-26
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
2,090$764.1K0.3%GrowthMediumWarsaw, Russia2026-10-21
Childress Capital Advisors, LLC
2,048$748.8K0.1%GARPMediumHouston, TX2026-10-28
ARQ Wealth Advisors, LLC
2,040$745.8K0.1%ETFLowScottsdale, AZ2026-10-29
Legacy Wealth Asset Management, LLC
2,006$733.4K0.2%GARPMediumWoodbury, MN2026-10-09
Exchange Traded Concepts, LLC
1,917$700.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
Commonwealth Equity Services, LLC
1,724$630.4K0.0%ETFLowWaltham, MA2026-11-02
iA Global Asset Management Inc.
1,699$621.0K0.0%GrowthMediumQuebec, Austria2026-10-29
Atria Investments, Inc
1,695$619.5K0.0%CoreMediumCharlotte, NC2026-10-15
Greenleaf Trust
1,684$615.7K0.0%CoreLowKalamazoo, MI2026-10-29
Cambridge Investment Research Advisors, Inc.
1,682$615.0K0.0%ETFLowFairfield, IA2026-11-02
Gamma Investing LLC
1,674$612.0K0.0%IndexVery LowFoster City, CA2026-10-08
HMS Capital Management, LLC
1,599$584.6K0.2%GrowthMediumNashville, TN2026-10-20
Farther Finance Advisors, LLC
1,577$576.6K0.0%IndexLowSan Francisco, CA2026-10-08
TD Private Client Wealth LLC
1,400$511.9K0.0%ETFLowNew York, NY2026-10-28
Lido Advisors, LLC
1,395$510.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Signaturefd, LLC
1,340$489.8K0.0%IndexLowAtlanta, GA2026-10-23
IFP Advisors, Inc
1,332$487.0K0.0%GrowthLowTampa, FL2026-10-16
Chicago Partners Investment Group LLC
1,316$504.6K0.0%GARPLowChicago, IL2026-10-27
Sheets Smith Wealth Management
1,227$448.6K0.0%CoreLowWinston-Salem, NC2026-10-16
Bailard, Inc.
1,178$430.7K0.0%GrowthMediumFoster City, CA2026-10-13
Parallel Advisors, LLC
1,140$416.8K0.0%IndexLowSan Francisco, CA2026-11-03
Cadent Capital Advisors, LLC
1,134$414.6K0.1%ETFHighTulsa, OK2026-10-09
Bank of New Hampshire
1,061$387.9K0.1%CoreLowLaconia, NH2026-10-06
Ashton Thomas Private Wealth, LLC
1,057$386.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Old National Bancorp
1,039$379.9K0.0%CoreLowEvansville, IN2026-10-20
ProShare Advisors LLC
983$359.4K0.0%GrowthLowBethesda, MD2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
952$348.1K0.0%GrowthVery LowSeattle, WA2026-10-27
Evergreen Capital Management LLC
941$344.0K0.0%GARPMediumBellevue, WA2026-10-23
Fifth Third Wealth Advisors LLC
928$339.3K0.0%IndexVery LowCincinnati, OH2026-10-22
Sagespring Wealth Partners, LLC
905$330.9K0.0%ETFLowFranklin, TN2026-10-22
Facet Wealth, Inc.
894$326.9K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Concurrent Investment Advisors, LLC
886$323.9K0.0%GrowthMediumTampa, FL2026-10-16
Wedmont Private Capital
883$341.7K0.0%IndexVery LowWest Chester, PA2026-10-09
Praxis Investment Management Inc
879$321.0K0.0%CoreLowGoshen, IN2026-11-03
KBC Group NV
873$319.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Inscription Capital, LLC
850$310.8K0.0%GARPMediumHouston, TX2026-11-02
Investment Partners Asset Management, Inc.
836$305.7K0.2%CoreLowMetuchen, NJ2026-10-09
Choreo, LLC
830$303.5K0.0%IndexLowRockford, IL2026-10-28
CIBC Asset Management Inc
825$301.6K0.0%GARPLowToronto, South Africa2026-11-05
Autumn Glory Partners, LLC
802$293.2K0.1%CoreMediumDallas, TX2026-10-26
Elevation Point Wealth Partners, LLC
785$287.0K0.0%CoreHighDenver, CO2026-11-05
North Dakota State Investment Board
782$285.9K0.0%GrowthMediumBismarck, ND2026-10-27
Lecap Asset Management LTD
764$279.3K0.1%ValueVery HighLondon, United Kingdom2026-10-27
Olympiad Research LP
760$277.9K0.4%Deep ValueVery HighStamford, CT2026-11-04
Baron Wealth Management LLC
757$276.8K0.1%CoreLowTroy, MI2026-10-27
Diversified Management Inc
740$270.6K0.0%CoreVery LowMilwaukee, WI2026-10-08
Birch Financial Group, LLC
709$259.1K0.1%CoreLowKeene, NH2026-10-27
Advisortrust Partners, LLC
681$249.0K0.1%CoreHighRaleigh, NC2026-11-02
Net Worth Advisory Group
669$248.7K0.1%GARPMediumSandy, UT2026-10-20
Citizens Financial Group Inc
652$238.4K0.0%GrowthLowProvidence, RI2026-10-23
First Nebraska Trust Co
643$235.1K0.0%CoreVery LowLincoln, NE2026-10-30
Sanchez Gaunt Capital Management, LLC
643$235.1K0.1%ETFN/AReno, NV2026-11-03
Fragasso Financial Advisors Inc
624$241.7K0.0%ETFLowSewickley, PA2026-10-13
Allspring Global Investments Holdings, LLC
614$228.4K0.0%CoreMediumCharlotte, NC2026-11-04
Nilsine Partners, LLC
581$212.4K0.0%CoreMediumGreenwood Village, CO2026-11-02
Cooper Financial Group
579$211.7K0.0%GrowthMediumIrvine, CA2026-10-07
Abel Hall, LLC
579$211.7K0.0%CoreMediumBaton Rouge, LA2026-10-19
Cullen T Bankers, Inc.
576$210.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Profund Advisors LLC
565$206.6K0.0%GrowthLowBethesda, MD2026-10-29
Quantum Financial Advisors, LLC
563$205.9K0.0%ETFLowSanta Monica, CA2026-11-03
Genesis Private Wealth, LLC
562$205.5K0.1%ETFLowAshburn, VA2026-11-02
HB Wealth Management, LLC
558$204.0K0.0%IndexVery LowAtlanta, GA2026-10-23
OpenArc Corporate Advisory, LLC
554$202.5K0.0%GrowthLowAtlanta, GA2026-10-21
Versant Capital Management, Inc
548$200.4K0.0%GARPLowPhoenix, AZ2026-10-02
Sovran Advisors, LLC
503$200.7K0.0%ETFMediumSan Diego, CA2026-11-02
USA Financial Formulas
413$151.0K0.0%ETFVery HighAda, MI2026-10-16
Simplex Trading, LLC
349$127.6K0.0%CoreVery HighChicago, IL2026-11-04
Pension & Wealth Management Advisors, Inc.
326$119.2K0.0%ETFLowWaltham, MA2026-10-16
American National Bank & Trust
255$93.2K0.0%CoreVery LowWichita Falls, TX2026-10-07
Elyxium Wealth, LLC
218$79.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Root Financial Partners, LLC
205$75.0K0.0%ETFMediumEncinitas, CA2026-10-21
Wilmington Savings Fund Society, FSB
180$65.8K0.0%CoreLowWilmington, DE2026-10-23
Private Trust Co NA
159$58.1K0.0%CoreLowCleveland, OH2026-10-20
Parkside Financial Bank & Trust
144$52.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
142$51.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
EverSource Wealth Advisors, LLC
109$39.9K0.0%CoreMediumBirmingham, AL2026-11-04
SBI Securities Co., Ltd.
108$39.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Trust Co of Toledo NA
99$36.2K0.0%GrowthVery LowHolland, OH2026-10-16
Harbor Capital Advisors, Inc.
96$35.0K0.0%ValueHighChicago, IL2026-10-22
Goodman Advisory Group, LLC
81$29.6K0.0%GrowthHighNeedham, MA2026-11-02
Asset Dedication, LLC
80$29.2K0.0%ETFLowSan Francisco, CA2026-11-03
Mather Group, Llc.
74$26.9K0.0%ETFMediumChicago, IL2026-10-14
Bell Investment Advisors, Inc
70$25.6K0.0%ETFVery LowOrinda, CA2026-10-29
CX Institutional
66$240.0%CoreMediumAuburn, IN2026-10-02
Elevation Wealth Partners, LLC
64$23.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Prudent Man Investment Management, Inc.
62$22.7K0.0%ETFVery LowLouisville, CO2026-11-03
Provenance Wealth Advisors, LLC
50$18.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Kelleher Financial Advisors
49$17.9K0.0%CoreMediumNew York, NY2026-10-30
Golden State Wealth Management, LLC
47$17.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Fortitude Family Office, LLC
46$16.8K0.0%ETFMediumScottsdale, AZ2026-10-14
JFS Wealth Advisors, LLC
41$15.0K0.0%ETFVery LowHermitage, PA2026-11-03
Bullock Wealth Management Group
41$15.3K0.0%GrowthLowBloomington, IN2026-10-09
Pinnacle Wealth Planning Services, Inc.
39$14.3K0.0%GARPLowMansfield, OH2026-10-27
Grove Bank & Trust
39$14.3K0.0%ETFLowMiami, FL2026-10-08
Highline Wealth Partners LLC
38$13.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
True Wealth Design, LLC
31$11.3K0.0%ETFMediumAkron, OH2026-10-13
Key FInancial Inc
27$9.9K0.0%ETFLowWest Chester, PA2026-11-02
1620 Investment Advisors, Inc.
25$9.1K0.0%ValueLowPlymouth, MA2026-11-04
Farmers & Merchants Investments Inc
24$8.8K0.0%CoreVery LowLincoln, NE2026-10-22
Covestor Ltd
24$90.0%ValueHighLondon, United Kingdom2026-10-30
Cedar Mountain Advisors, LLC
24$8.8K0.0%ETFVery LowLake Oswego, OR2026-10-15
United Financial Planning Group LLC
24$8.8K0.0%ETFHighHauppauge, NY2026-11-04
MassMutual Private Wealth & Trust, FSB
22$8.0K0.0%CoreLowSpringfield, MA2026-10-05
Moisand Fitzgerald Tamayo, LLC
22$8.0K0.0%ETFVery LowOrlando, FL2026-10-15
Meriwether Wealth & Planning, LLC
21$7.7K0.0%ETFMediumMinden, LA2026-10-13
Creative Financial Designs Inc
20$7.3K0.0%ETFMediumKokomo, IN2026-11-04
Private Wealth Management Group, LLC
17$6.2K0.0%ETFLowPrinceton, NJ2026-10-19
Creative Capital Management Investments LLC
15$5.5K0.0%ETFLowSan Diego, CA2026-10-28
James T. Borello RIA
14$5.1K0.0%ETFVery LowEast Dundee, IL2026-10-16
Physician Wealth Advisors, Inc.
13$4.8K0.0%ETFMediumMidvale, UT2026-10-20
Oakworth Capital, Inc.
13$4.8K0.0%ETFLowBirmingham, AL2026-10-26
Marquette Asset Management, LLC
13$4.8K0.0%ETFVery LowMinneapolis, MN2026-10-09
Caitong International Asset Management Co., Ltd
12$4.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Cromwell Holdings LLC
11$4.0K0.0%IndexLowJackson, WY2026-10-28
Silver Grove Financial Group, Inc.
10$3.7K0.0%CoreMediumOrchard Park, NY2026-11-05
North Star Investment Management Corp.
9$3.3K0.0%CoreLowChicago, IL2026-10-27
Hughes Financial Services, LLC
9$3.6K0.0%ETFLowHerndon, VA2026-10-30
UMB Private Wealth Management, LLC
9$3.3K0.0%GrowthN/AKansas City, MO2026-10-19
Manchester Capital Management LLC
9$3.3K0.0%CoreLowManchester, VT2026-10-22
Ares Financial Consulting, LLC
8$2.9K0.0%CoreLowCalabasas, CA2026-10-19
Bay Harbor Wealth Management, LLC
8$2.9K0.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
8$2.9K0.0%ETFLowBeaver, PA2026-10-16
City State Bank
7$2.6K0.0%GrowthVery LowNorwalk, IA2026-10-20
Avion Wealth
7$20.0%ETFLowThe Woodlands, TX2026-11-04
GoalVest Advisory LLC
7$2.6K0.0%ETFMediumNew York, NY2026-10-02
First Horizon Corp
6$2.2K0.0%CoreLowMemphis, TN2026-10-26
Byrne Asset Management LLC
6$2.2K0.0%CoreLowKingston, NJ2026-10-06
Trifecta Capital Advisors, LLC
5$1.8K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Owl Creek Wealth Partners LLC
5$1.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Smallwood Wealth Investment Management, LLC
5$1.8K0.0%ETFVery LowRed Bank, NJ2026-10-30
Capital Advisors, Ltd. LLC
4$10.0%ETFLowShaker Heights, OH2026-10-27
Tounjian Advisory Partners, LLC
4$1.5K0.0%GrowthHighFort Myers, FL2026-11-04
CoreCap Advisors, LLC
3$1.1K0.0%ETFMediumSouthfield, MI2026-10-08
Brown, Lisle Ings, Inc.
3$1.1K0.0%CoreVery LowProvidence, RI2026-10-16
Financial Management Professionals, Inc.
3$1.1K0.0%ETFMediumAustin, TX2026-10-23
WPG Advisers, LLC
3$1.1K0.0%CoreLowBaltimore, MD2026-10-27
Valley National Advisers Inc
3$1.1K0.0%ETFLowBethlehem, PA2026-10-23
SJS Investment Consulting Inc.
2$7320.0%ETFVery LowSylvania, OH2026-10-26
DecisionPoint Financial, LLC
2$7440.0%ETFVery LowMesa, AZ2026-10-27
Bare Financial Services, Inc
2$7310.0%ETFVery LowGap, PA2026-11-04
Rakuten Securities, Inc.
2$7310.0%Agg GrowthHighTokyo, Mexico2026-11-02
GHP Investment Advisors, Inc.
1$3660.0%CoreVery LowDenver, CO2026-10-15
TFC Financial Management, Inc.
1$3660.0%ETFVery LowBoston, MA2026-10-26
Align Financial, LLC
1$3660.0%ETFVery LowHermantown, MN2026-10-16
Wealth Enhancement Trust Services, Inc.
1$3660.0%GrowthMediumSioux Falls, SD2026-10-07
Maseco LLP
1$3660.0%ETFVery LowLondon, United Kingdom2026-10-27
Birchwood Financial Partners, Inc.
1$3660.0%ETFVery LowBloomington, MN2026-11-02