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Agree Realty Corp (ADC)

CUSIP: 008492100 | NYSE | Real Estate · REIT - Retail | Mid Cap | 1271 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
13GBlackRock Portfolio Management LLC6,730,0515.4%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/ACohen & Steers, Inc.
with Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Ireland Limited, +1 more
16,465,99013.7%New 5%+ stakeJun 30, 2026No 13F filer matched
13GBlackRock Portfolio Management LLC6,730,051
5.4% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched
13G/ACohen & Steers, Inc.16,465,990
13.7% of class · Jun 30, 2026New 5%+ stake
with Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Ireland Limited, +1 more
No 13F filer matched

Institutional Holders — Q3 2026

Principal Financial Group Inc4,531,777
0.2% of portfolio›$302.8M
Daiwa Securities Group Inc.2,534,221
0.3% of portfolio›$169.3M
Dimensional Fund Advisors LP1,816,878
0.0% of portfolio›$121.4M
Bank of New York Mellon Corp904,573
0.0% of portfolio›$60.4M
Sumitomo Mitsui Trust Group, Inc.895,110
0.0% of portfolio›$59.8M
Bahl & Gaynor LLC808,874
0.3% of portfolio›$54.0M
Cincinnati Insurance Co789,500
0.8% of portfolio›$52.7M
Thrivent Financial for Lutherans678,546
0.1% of portfolio›$45.3M
Fort Washington Investment Advisors Inc479,925
0.2% of portfolio›$32.1M
Leeward Investments, LLC - MA364,642
1.2% of portfolio›$24.4M
Citigroup Inc348,254
0.0% of portfolio›$23.3M
Creative Planning339,879
0.0% of portfolio›$22.7M
State of New Jersey Common Pension Fund D306,889
0.1% of portfolio›$20.5M
Allspring Global Investments Holdings, LLC301,273
0.0% of portfolio›$19.6M
Strs Ohio253,651
0.1% of portfolio›$16.9M
Asset Management One Co., Ltd.220,629
0.0% of portfolio›$14.7M
Exchange Traded Concepts, LLC212,762
0.1% of portfolio›$14.2M
Lmcg Investments, LLC153,668
0.6% of portfolio›$10.3M
Virginia Retirement Systems ET Al146,842
0.1% of portfolio›$9.8M
Retirement Systems of Alabama128,097
0.0% of portfolio›$8.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS120,604
0.0% of portfolio›$8.1M
Mitsubishi UFJ Asset Management Co., Ltd.116,247
0.0% of portfolio›$7.8M
New York State Teachers Retirement System111,811
0.0% of portfolio›$7.5M
DekaBank Deutsche Girozentrale109,681
0.0% of portfolio›$7.4M
Wealth Enhancement Advisory Services, LLC89,040
0.0% of portfolio›$5.9M
State of Alaska, Department of Revenue73,183
0.1% of portfolio›$4.9M
Achmea Investment Management B.V.59,593
0.0% of portfolio›$4.0M
Amalgamated Bank55,044
0.1% of portfolio›$3.7M
Union Bancaire Privee, UBP SA48,000
0.0% of portfolio›$2.4M
Mutual of America Capital Management LLC45,241
0.0% of portfolio›$3.0M
Community Bank of Raymore44,624
1.8% of portfolio›$3.0M
AGF Management LTD38,182
0.0% of portfolio›$2.6M
Louisiana State Employees Retirement System36,900
0.0% of portfolio›$2.5M
Yousif Capital Management, LLC35,861
0.0% of portfolio›$2.4M
Sumitomo Mitsui DS Asset Management Company, Ltd35,168
0.0% of portfolio›$2.3M
Arizona State Retirement System33,825
0.0% of portfolio›$2.3M
Oppenheimer Asset Management Inc.29,912
0.0% of portfolio›$2.0M
State of Michigan Retirement System29,100
0.0% of portfolio›$1.9M
Elevation Point Wealth Partners, LLC28,306
0.0% of portfolio›$1.9M
E. Ohman J:or Asset Management AB28,246
0.0% of portfolio›$1.9M
Neos Investment Management LLC26,515
0.0% of portfolio›$1.8M
Oregon Public Employees Retirement Fund25,685
0.0% of portfolio›$1.7M
IFM Investors Pty Ltd24,702
0.0% of portfolio›$1.7M
New Mexico Educational Retirement Board23,500
0.1% of portfolio›$1.6M
Citizens National Bank Trust Department23,485
0.2% of portfolio›$1.6M
Cambridge Investment Research Advisors, Inc.22,616
0.0% of portfolio›$1.5M
Pathway Financial Advisers, LLC22,577
0.4% of portfolio›$1.5M
Motley Fool Asset Management LLC21,806
0.1% of portfolio›$1.5M
Truist Financial Corp21,031
0.0% of portfolio›$1.4M
Knights of Columbus Asset Advisors LLC20,677
0.1% of portfolio›$1.4M
Pictet Asset Management Holding SA18,869
0.0% of portfolio›$1.3M
James Investment Research, Inc.18,821
0.1% of portfolio›$1.3M
Vise Technologies, Inc.18,264
0.0% of portfolio›$1.2M
Cincinnati Specialty Underwriters Insurance Co16,500
0.2% of portfolio›$1.1M
Moran Wealth Management, LLC15,288
0.0% of portfolio›$1.0M
Azzad Asset Management Inc15,140
0.1% of portfolio›$1.0M
UniSuper Management Pty Ltd14,600
0.0% of portfolio›$975.4K
Spirit of America Management Corp14,400
0.2% of portfolio›$962.1K
Guinness Asset Management LTD14,291
0.0% of portfolio›$954.8K
Assetmark, Inc14,008
0.0% of portfolio›$935.9K
US Bancorp \de\13,995
0.0% of portfolio›$935.0K
Xponance LLC13,978
0.0% of portfolio›$933.9K
Signaturefd, LLC13,371
0.0% of portfolio›$893.3K
Atria Investments, Inc12,202
0.0% of portfolio›$815.2K
Applied Capital LLC10,892
0.3% of portfolio›$727.7K
Machina Capital S.A.S.10,201
0.1% of portfolio›$681.5K
Crossmark Global Holdings, Inc.9,808
0.0% of portfolio›$655.3K
Lecap Asset Management LTD9,637
0.3% of portfolio›$643.8K
1620 Investment Advisors, Inc.9,610
0.4% of portfolio›$642.0K
Vanderbilt University9,258
0.1% of portfolio›$618.5K
Gilman Hill Asset Management, LLC9,210
0.1% of portfolio›$615.3K
AlphaCore Capital LLC8,683
0.0% of portfolio›$580.3K
Capital Square, LLC8,538
0.3% of portfolio›$570.4K
CSU Producer Resources, Inc.8,000
1.6% of portfolio›$534.5K
Tributary Capital Management, LLC7,993
0.0% of portfolio›$534.0K
Swiss Life Asset Management Ltd7,889
0.0% of portfolio›$527.1K
Total Wealth Planning & Management, Inc.7,673
0.4% of portfolio›$512.6K
Eddie Patel Inc7,625
0.3% of portfolio›$509.4K
Fifth Third Bancorp7,560
0.0% of portfolio›$505.1K
Nisa Investment Advisors, LLC7,546
0.0% of portfolio›$506.2K
Farther Finance Advisors, LLC7,159
0.0% of portfolio›$478.3K
Redmond Asset Management, LLC7,108
0.1% of portfolio›$474.9K
Maryland State Retirement & Pension System7,076
0.0% of portfolio›$472.7K
Keybank National Association7,035
0.0% of portfolio›$470.0K
Commonwealth Equity Services, LLC6,982
0.0% of portfolio›$466.5K
J. Derek Lewis & Associates Inc.6,900
0.1% of portfolio›$461.0K
Inspire Investing, LLC6,848
0.0% of portfolio›$457.5K
Koshinski Asset Management, Inc.6,694
0.0% of portfolio›$447.2K
Concurrent Investment Advisors, LLC6,423
0.0% of portfolio›$429.1K
Simplex Trading, LLC6,048
0.0% of portfolio›$404.1K
Park Avenue Securities LLC5,936
0.0% of portfolio›$397.0K
Trust Co of Toledo NA5,863
0.0% of portfolio›$391.7K
Gateway Investment Advisers LLC5,473
0.0% of portfolio›$365.6K
Spire Wealth Management5,390
0.0% of portfolio›$360.1K
Frank, Rimerman Advisors LLC5,231
0.0% of portfolio›$349.5K
J.W. Cole Advisors, Inc.5,079
0.0% of portfolio›$339.3K
Imc-Chicago, LLC4,961
0.0% of portfolio›$331.4K
Evergreen Capital Management LLC4,862
0.0% of portfolio›$326.1K
Greenleaf Trust4,729
0.0% of portfolio›$315.9K
ProShare Advisors LLC4,719
0.0% of portfolio›$315.3K
M Holdings Securities, Inc.4,696
0.0% of portfolio›$321
Parallel Advisors, LLC4,594
0.0% of portfolio›$306.9K
CoreCap Advisors, LLC4,213
0.0% of portfolio›$281.5K
Sterling Capital Management LLC4,167
0.0% of portfolio›$278.4K
Wealth Quarterback LLC4,143
0.1% of portfolio›$276.8K
Kestra Advisory Services, LLC4,000
0.0% of portfolio›$267.2K
Gamma Investing LLC3,872
0.0% of portfolio›$258.7K
Bailard, Inc.3,800
0.0% of portfolio›$253.9K
KBC Group NV3,790
0.0% of portfolio›$253.0K
CIBC Asset Management Inc3,712
0.0% of portfolio›$248.0K
Kestra Private Wealth Services, LLC3,705
0.0% of portfolio›$247.5K
North Dakota State Investment Board3,663
0.0% of portfolio›$244.7K
Apollon Wealth Management, LLC3,639
0.0% of portfolio›$243.1K
CenterBook Partners LP3,510
0.0% of portfolio›$234.5K
Central Pacific Bank - Trust Division3,334
0.0% of portfolio›$222.7K
Provenance Wealth Advisors, LLC3,141
0.0% of portfolio›$209.9K
Legacy Wealth Asset Management, LLC3,025
0.0% of portfolio›$202.1K
GW Henssler & Associates LTD3,010
0.0% of portfolio›$201.1K
Caitong International Asset Management Co., Ltd2,619
0.0% of portfolio›$175.0K
Gen-Wealth Partners Inc1,836
0.0% of portfolio›$122.7K
GF Fund Management Co. Ltd.1,594
0.0% of portfolio›$106.5K
Creative Financial Designs Inc1,125
0.0% of portfolio›$75.1K
Wilmington Savings Fund Society, FSB950
0.0% of portfolio›$63.5K
EverSource Wealth Advisors, LLC887
0.0% of portfolio›$59.3K
Pinnacle Wealth Planning Services, Inc.850
0.0% of portfolio›$56.8K
Capital Advisors, Ltd. LLC756
0.0% of portfolio›$51.0K
Pension & Wealth Management Advisors, Inc.700
0.0% of portfolio›$46.8K
Covestor Ltd667
0.0% of portfolio›$44
Mather Group, Llc.635
0.0% of portfolio›$42.4K
Versant Capital Management, Inc611
0.0% of portfolio›$40.8K
Cedar Mountain Advisors, LLC606
0.0% of portfolio›$40.5K
Gables Capital Management Inc.600
0.0% of portfolio›$40.1K
Private Trust Co NA584
0.0% of portfolio›$39.0K
MassMutual Private Wealth & Trust, FSB573
0.0% of portfolio›$38.3K
Larson Financial Group LLC546
0.0% of portfolio›$36.5K
Blue Trust, Inc.535
0.0% of portfolio›$35.7K
Lanark Financial, Inc.522
0.0% of portfolio›$34.9K
North Star Investment Management Corp.500
0.0% of portfolio›$33.4K
Wealth Enhancement Trust Services, Inc.473
0.0% of portfolio›$31.6K
CX Institutional438
0.0% of portfolio›$29
Elevation Wealth Partners, LLC430
0.0% of portfolio›$28.7K
Westside Investment Management, Inc.430
0.0% of portfolio›$28.3K
Birch Financial Group, LLC409
0.0% of portfolio›$27.3K
IFP Advisors, Inc381
0.0% of portfolio›$25.5K
Parkside Financial Bank & Trust362
0.0% of portfolio›$24.2K
Nova Financial LLC344
0.0% of portfolio›$23.0K
Heritage Family Offices, LLP255
0.0% of portfolio›$17.0K
Silver Grove Financial Group, Inc.211
0.0% of portfolio›$14.1K
Eastern Bank208
0.0% of portfolio›$13.9K
Smallwood Wealth Investment Management, LLC200
0.0% of portfolio›$13.4K
Mirae Asset Global Investments Co., Ltd.189
0.0% of portfolio›$12.6K
Kentucky Trust Co172
0.0% of portfolio›$11.5K
Elyxium Wealth, LLC168
0.0% of portfolio›$11.2K
Caldwell Trust Co150
0.0% of portfolio›$10.0K
Physician Wealth Advisors, Inc.147
0.0% of portfolio›$9.8K
Bokf, NA143
0.0% of portfolio›$9.6K
Rosenberg Matthew Hamilton123
0.0% of portfolio›$8.2K
Jnba Financial Advisors106
0.0% of portfolio›$7.1K
Plante Moran Financial Advisors, LLC100
0.0% of portfolio›$6.7K
Farmers & Merchants Investments Inc95
0.0% of portfolio›$6.3K
UMB Private Wealth Management, LLC84
0.0% of portfolio›$5.6K
Bare Financial Services, Inc83
0.0% of portfolio›$5.5K
Wolff Wiese Magana LLC70
0.0% of portfolio›$4.7K
First Horizon Corp63
0.0% of portfolio›$4.2K
Meriwether Wealth & Planning, LLC63
0.0% of portfolio›$4.2K
High Note Wealth, LLC61
0.0% of portfolio›$4.1K
Cullen T Bankers, Inc.58
0.0% of portfolio›$3.9K
Entrust Financial LLC58
0.0% of portfolio›$3.9K
Bell Investment Advisors, Inc51
0.0% of portfolio›$3.4K
Virginia Estate & Retirement Planning Advisors Inc.48
0.0% of portfolio›$3.2K
SJS Investment Consulting Inc.46
0.0% of portfolio›$3.1K
Ascentis Wealth Management, LLC45
0.0% of portfolio›$3.0K
MJT & Associates Financial Advisory Group, Inc.40
0.0% of portfolio›$2.7K
Cromwell Holdings LLC39
0.0% of portfolio›$2.6K
Gilpin Wealth Management, LLC37
0.0% of portfolio›$2.5K
Avion Wealth32
0.0% of portfolio›$2
TD Private Client Wealth LLC32
0.0% of portfolio›$2.1K
Signature Equity Partners, LLC30
0.0% of portfolio›$2.0K
Rossby Financial, LCC29
0.0% of portfolio›$1.9K
Sunrise Financial Services, LLC25
0.0% of portfolio›$1.7K
Jacobi Capital Management LLC22
0.0% of portfolio›$1.4K
Private Wealth Management Group, LLC22
0.0% of portfolio›$1.5K
Manchester Capital Management LLC20
0.0% of portfolio›$1.3K
WPG Advisers, LLC19
0.0% of portfolio›$1.3K
Ares Financial Consulting, LLC16
0.0% of portfolio›$1.1K
Highline Wealth Partners LLC14
0.0% of portfolio›$935
Tounjian Advisory Partners, LLC13
0.0% of portfolio›$878
James T. Borello RIA13
0.0% of portfolio›$869
Breakwater Investment Management12
0.0% of portfolio›$802
Birchwood Financial Partners, Inc.10
0.0% of portfolio›$668
Brown, Lisle Ings, Inc.10
0.0% of portfolio›$668
Retirement Wealth Solutions LLC9
0.0% of portfolio›$602
Trust Co of Vermont9
0.0% of portfolio›$601
Hughes Financial Services, LLC7
0.0% of portfolio›$473
Fortitude Family Office, LLC7
0.0% of portfolio›$468
Quaker Wealth Management, LLC5
0.0% of portfolio›$335
GHP Investment Advisors, Inc.2
0.0% of portfolio›$134
Planning Strategies Inc.1
0.0% of portfolio›$67
Root Financial Partners, LLC1
0.0% of portfolio›$67
StyleTurnoverLocationFiled
Principal Financial Group Inc
4,531,777$302.8M0.2%CoreLowDes Moines, IA2026-11-02
Daiwa Securities Group Inc.
2,534,221$169.3M0.3%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Dimensional Fund Advisors LP
1,816,878$121.4M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
904,573$60.4M0.0%CoreLowNew York, NY2026-11-05
Sumitomo Mitsui Trust Group, Inc.
895,110$59.8M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Bahl & Gaynor LLC
808,874$54.0M0.3%CoreLowCincinnati, OH2026-11-05
Cincinnati Insurance Co
789,500$52.7M0.8%CoreLowFairfield, OH2026-11-03
Thrivent Financial for Lutherans
678,546$45.3M0.1%GARPMediumMinneapolis, MN2026-11-05
Fort Washington Investment Advisors Inc
479,925$32.1M0.2%CoreLowCincinnati, OH2026-10-15
Leeward Investments, LLC - MA
364,642$24.4M1.2%Deep ValueLowBoston, MA2026-10-23
Citigroup Inc
348,254$23.3M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
339,879$22.7M0.0%IndexVery LowOverland Park, KS2026-11-02
State of New Jersey Common Pension Fund D
306,889$20.5M0.1%CoreLowTrenton, NJ2026-11-05
Allspring Global Investments Holdings, LLC
301,273$19.6M0.0%CoreMediumCharlotte, NC2026-11-04
Strs Ohio
253,651$16.9M0.1%CoreMediumColumbus, OH2026-10-30
Asset Management One Co., Ltd.
220,629$14.7M0.0%IndexVery LowTokyo, Mexico2026-10-27
Exchange Traded Concepts, LLC
212,762$14.2M0.1%GrowthMediumOklahoma City, OK2026-10-28
Lmcg Investments, LLC
153,668$10.3M0.6%CoreLowBoston, MA2026-10-21
Virginia Retirement Systems ET Al
146,842$9.8M0.1%CoreMediumRichmond, VA2026-10-28
Retirement Systems of Alabama
128,097$8.6M0.0%IndexLowMontgomery, AL2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
120,604$8.1M0.0%CoreLowHarrisburg, PA2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
116,247$7.8M0.0%IndexVery LowTokyo, Mexico2026-11-05
New York State Teachers Retirement System
111,811$7.5M0.0%CoreVery LowAlbany, NY2026-10-22
DekaBank Deutsche Girozentrale
109,681$7.4M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Wealth Enhancement Advisory Services, LLC
89,040$5.9M0.0%CoreLowPlymouth, MN2026-10-13
State of Alaska, Department of Revenue
73,183$4.9M0.1%CoreVery LowJuneau, AK2026-10-15
Achmea Investment Management B.V.
59,593$4.0M0.0%CoreMediumZeist, Philippines2026-10-30
Amalgamated Bank
55,044$3.7M0.1%CoreVery LowNew York, NY2026-10-23
Union Bancaire Privee, UBP SA
48,000$2.4M0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Mutual of America Capital Management LLC
45,241$3.0M0.0%IndexLowNew York, NY2026-10-23
Community Bank of Raymore
44,624$3.0M1.8%ValueVery LowRaymore, MO2026-10-23
AGF Management LTD
38,182$2.6M0.0%GrowthHighToronto, Australia2026-11-03
Louisiana State Employees Retirement System
36,900$2.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Yousif Capital Management, LLC
35,861$2.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
35,168$2.3M0.0%IndexVery LowTokyo, Mexico2026-10-20
Arizona State Retirement System
33,825$2.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Oppenheimer Asset Management Inc.
29,912$2.0M0.0%CoreMediumNew York, NY2026-10-27
State of Michigan Retirement System
29,100$1.9M0.0%IndexLowEast Lansing, MI2026-10-27
Elevation Point Wealth Partners, LLC
28,306$1.9M0.0%CoreHighDenver, CO2026-11-05
E. Ohman J:or Asset Management AB
28,246$1.9M0.0%GrowthMediumStockholm, Sweden2026-10-22
Neos Investment Management LLC
26,515$1.8M0.0%IndexVery LowWestport, CT2026-11-04
Oregon Public Employees Retirement Fund
25,685$1.7M0.0%IndexVery LowTigard, OR2026-10-30
IFM Investors Pty Ltd
24,702$1.7M0.0%IndexVery LowMelbourne, China2026-10-14
New Mexico Educational Retirement Board
23,500$1.6M0.1%IndexVery LowSanta Fe, NM2026-11-05
Citizens National Bank Trust Department
23,485$1.6M0.2%CoreVery LowMeridian, MS2026-11-04
Cambridge Investment Research Advisors, Inc.
22,616$1.5M0.0%ETFLowFairfield, IA2026-11-02
Pathway Financial Advisers, LLC
22,577$1.5M0.4%CoreLowAuburn, IN2026-10-27
Motley Fool Asset Management LLC
21,806$1.5M0.1%GrowthMediumAlexandria, VA2026-10-27
Truist Financial Corp
21,031$1.4M0.0%CoreLowCharlotte, NC2026-10-30
Knights of Columbus Asset Advisors LLC
20,677$1.4M0.1%CoreMediumNew Haven, CT2026-11-05
Pictet Asset Management Holding SA
18,869$1.3M0.0%GrowthMediumCarouge, Switzerland2026-11-03
James Investment Research, Inc.
18,821$1.3M0.1%CoreLowAlpha, OH2026-10-22
Vise Technologies, Inc.
18,264$1.2M0.0%IndexLowNew York, NY2026-10-29
Cincinnati Specialty Underwriters Insurance Co
16,500$1.1M0.2%CoreLowFairfield, OH2026-11-03
Moran Wealth Management, LLC
15,288$1.0M0.0%CoreMediumNaples, FL2026-10-22
Azzad Asset Management Inc
15,140$1.0M0.1%GrowthMediumFalls Church, VA2026-11-04
UniSuper Management Pty Ltd
14,600$975.4K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Spirit of America Management Corp
14,400$962.1K0.2%GARPLowSyosset, NY2026-10-14
Guinness Asset Management LTD
14,291$954.8K0.0%CoreLowLondon, United Kingdom2026-11-05
Assetmark, Inc
14,008$935.9K0.0%ETFLowConcord, CA2026-10-21
US Bancorp \de\
13,995$935.0K0.0%IndexLowMinneapolis, MN2026-11-05
Xponance LLC
13,978$933.9K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Signaturefd, LLC
13,371$893.3K0.0%IndexLowAtlanta, GA2026-10-23
Atria Investments, Inc
12,202$815.2K0.0%CoreMediumCharlotte, NC2026-10-15
Applied Capital LLC
10,892$727.7K0.3%ValueLowHollywood, FL2026-10-07
Machina Capital S.A.S.
10,201$681.5K0.1%ValueVery HighParis, India2026-11-05
Crossmark Global Holdings, Inc.
9,808$655.3K0.0%GARPMediumHouston, TX2026-10-21
Lecap Asset Management LTD
9,637$643.8K0.3%ValueVery HighLondon, United Kingdom2026-10-27
1620 Investment Advisors, Inc.
9,610$642.0K0.4%ValueLowPlymouth, MA2026-11-04
Vanderbilt University
9,258$618.5K0.1%ETFMediumNashville, TN2026-11-02
Gilman Hill Asset Management, LLC
9,210$615.3K0.1%YieldMediumNew Canaan, CT2026-10-13
AlphaCore Capital LLC
8,683$580.3K0.0%ETFLowLa Jolla, CA2026-11-04
Capital Square, LLC
8,538$570.4K0.3%YieldMediumAthens, TN2026-10-19
CSU Producer Resources, Inc.
8,000$534.5K1.6%ValueVery LowFairfield, OH2026-11-03
Tributary Capital Management, LLC
7,993$534.0K0.0%ValueMediumOmaha, NE2026-10-28
Swiss Life Asset Management Ltd
7,889$527.1K0.0%CoreLowZurich, Switzerland2026-11-03
Total Wealth Planning & Management, Inc.
7,673$512.6K0.4%CoreMediumPonte Vedra Beach, FL2026-10-23
Eddie Patel Inc
7,625$509.4K0.3%GARPVery HighChicago, IL2026-11-02
Fifth Third Bancorp
7,560$505.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Nisa Investment Advisors, LLC
7,546$506.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Farther Finance Advisors, LLC
7,159$478.3K0.0%IndexLowSan Francisco, CA2026-10-08
Redmond Asset Management, LLC
7,108$474.9K0.1%CoreLowHenrico, VA2026-10-27
Maryland State Retirement & Pension System
7,076$472.7K0.0%IndexVery LowBaltimore, MD2026-11-05
Keybank National Association
7,035$470.0K0.0%CoreLowBrooklyn, OH2026-11-04
Commonwealth Equity Services, LLC
6,982$466.5K0.0%ETFLowWaltham, MA2026-11-02
J. Derek Lewis & Associates Inc.
6,900$461.0K0.1%ETFLowNewport Beach, CA2026-11-03
Inspire Investing, LLC
6,848$457.5K0.0%GARPHighMeridian, ID2026-10-22
Koshinski Asset Management, Inc.
6,694$447.2K0.0%ETFLowDecatur, IL2026-10-29
Concurrent Investment Advisors, LLC
6,423$429.1K0.0%GrowthMediumTampa, FL2026-10-16
Simplex Trading, LLC
6,048$404.1K0.0%CoreVery HighChicago, IL2026-11-04
Park Avenue Securities LLC
5,936$397.0K0.0%ETFMediumNew York, NY2026-10-26
Trust Co of Toledo NA
5,863$391.7K0.0%GrowthVery LowHolland, OH2026-10-16
Gateway Investment Advisers LLC
5,473$365.6K0.0%GrowthLowCincinnati, OH2026-10-13
Spire Wealth Management
5,390$360.1K0.0%GrowthMediumMclean, VA2026-10-30
Frank, Rimerman Advisors LLC
5,231$349.5K0.0%GrowthLowPalo Alto, CA2026-10-16
J.W. Cole Advisors, Inc.
5,079$339.3K0.0%IndexLowTampa, FL2026-11-05
Imc-Chicago, LLC
4,961$331.4K0.0%GARPVery HighChicago, IL2026-11-05
Evergreen Capital Management LLC
4,862$326.1K0.0%GARPMediumBellevue, WA2026-10-23
Greenleaf Trust
4,729$315.9K0.0%CoreLowKalamazoo, MI2026-10-29
ProShare Advisors LLC
4,719$315.3K0.0%GrowthLowBethesda, MD2026-10-29
M Holdings Securities, Inc.
4,696$3210.0%ETFHighPortland, OR2026-11-03
Parallel Advisors, LLC
4,594$306.9K0.0%IndexLowSan Francisco, CA2026-11-03
CoreCap Advisors, LLC
4,213$281.5K0.0%ETFMediumSouthfield, MI2026-10-08
Sterling Capital Management LLC
4,167$278.4K0.0%GARPMediumCharlotte, NC2026-10-22
Wealth Quarterback LLC
4,143$276.8K0.1%ETFMediumToms River, NJ2026-10-20
Kestra Advisory Services, LLC
4,000$267.2K0.0%CoreLowAustin, TX2026-11-02
Gamma Investing LLC
3,872$258.7K0.0%IndexVery LowFoster City, CA2026-10-08
Bailard, Inc.
3,800$253.9K0.0%GrowthMediumFoster City, CA2026-10-13
KBC Group NV
3,790$253.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
CIBC Asset Management Inc
3,712$248.0K0.0%GARPLowToronto, South Africa2026-11-05
Kestra Private Wealth Services, LLC
3,705$247.5K0.0%GrowthLowAustin, TX2026-10-30
North Dakota State Investment Board
3,663$244.7K0.0%GrowthMediumBismarck, ND2026-10-27
Apollon Wealth Management, LLC
3,639$243.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
CenterBook Partners LP
3,510$234.5K0.0%ValueVery HighGreenwich, CT2026-11-02
Central Pacific Bank - Trust Division
3,334$222.7K0.0%CoreMediumHonolulu, HI2026-10-06
Provenance Wealth Advisors, LLC
3,141$209.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Legacy Wealth Asset Management, LLC
3,025$202.1K0.0%GARPMediumWoodbury, MN2026-10-09
GW Henssler & Associates LTD
3,010$201.1K0.0%CoreMediumKennesaw, GA2026-10-26
Caitong International Asset Management Co., Ltd
2,619$175.0K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Gen-Wealth Partners Inc
1,836$122.7K0.0%CoreLowZeeland, MI2026-11-04
GF Fund Management Co. Ltd.
1,594$106.5K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Creative Financial Designs Inc
1,125$75.1K0.0%ETFMediumKokomo, IN2026-11-04
Wilmington Savings Fund Society, FSB
950$63.5K0.0%CoreLowWilmington, DE2026-10-23
EverSource Wealth Advisors, LLC
887$59.3K0.0%CoreMediumBirmingham, AL2026-11-04
Pinnacle Wealth Planning Services, Inc.
850$56.8K0.0%GARPLowMansfield, OH2026-10-27
Capital Advisors, Ltd. LLC
756$51.0K0.0%ETFLowShaker Heights, OH2026-10-27
Pension & Wealth Management Advisors, Inc.
700$46.8K0.0%ETFLowWaltham, MA2026-10-16
Covestor Ltd
667$440.0%ValueHighLondon, United Kingdom2026-10-30
Mather Group, Llc.
635$42.4K0.0%ETFMediumChicago, IL2026-10-14
Versant Capital Management, Inc
611$40.8K0.0%GARPLowPhoenix, AZ2026-10-02
Cedar Mountain Advisors, LLC
606$40.5K0.0%ETFVery LowLake Oswego, OR2026-10-15
Gables Capital Management Inc.
600$40.1K0.0%GrowthVery LowMiami, FL2026-11-04
Private Trust Co NA
584$39.0K0.0%CoreLowCleveland, OH2026-10-20
MassMutual Private Wealth & Trust, FSB
573$38.3K0.0%CoreLowSpringfield, MA2026-10-05
Larson Financial Group LLC
546$36.5K0.0%GrowthLowSt Louis, MO2026-11-05
Blue Trust, Inc.
535$35.7K0.0%ETFLowBrentwood, TN2026-10-15
Lanark Financial, Inc.
522$34.9K0.0%CoreMediumBirmingham, AL2026-10-26
North Star Investment Management Corp.
500$33.4K0.0%CoreLowChicago, IL2026-10-27
Wealth Enhancement Trust Services, Inc.
473$31.6K0.0%GrowthMediumSioux Falls, SD2026-10-07
CX Institutional
438$290.0%CoreMediumAuburn, IN2026-10-02
Elevation Wealth Partners, LLC
430$28.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Westside Investment Management, Inc.
430$28.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Birch Financial Group, LLC
409$27.3K0.0%CoreLowKeene, NH2026-10-27
IFP Advisors, Inc
381$25.5K0.0%GrowthLowTampa, FL2026-10-16
Parkside Financial Bank & Trust
362$24.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Nova Financial LLC
344$23.0K0.0%N/AN/ATucson, AZ2026-11-04
Heritage Family Offices, LLP
255$17.0K0.0%GrowthHighScottsdale, AZ2026-11-02
Silver Grove Financial Group, Inc.
211$14.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Eastern Bank
208$13.9K0.0%GrowthMediumBoston, MA2026-10-05
Smallwood Wealth Investment Management, LLC
200$13.4K0.0%ETFVery LowRed Bank, NJ2026-10-30
Mirae Asset Global Investments Co., Ltd.
189$12.6K0.0%GrowthLowSeoul, Malaysia2026-11-03
Kentucky Trust Co
172$11.5K0.0%CoreVery LowDanville, KY2026-10-15
Elyxium Wealth, LLC
168$11.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Caldwell Trust Co
150$10.0K0.0%GrowthLowVenice, FL2026-10-30
Physician Wealth Advisors, Inc.
147$9.8K0.0%ETFMediumMidvale, UT2026-10-20
Bokf, NA
143$9.6K0.0%CoreLowTulsa, OK2026-10-27
Rosenberg Matthew Hamilton
123$8.2K0.0%ETFVery LowGrand Junction, CO2026-10-05
Jnba Financial Advisors
106$7.1K0.0%ETFMediumBloomington, MN2026-11-03
Plante Moran Financial Advisors, LLC
100$6.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Farmers & Merchants Investments Inc
95$6.3K0.0%CoreVery LowLincoln, NE2026-10-22
UMB Private Wealth Management, LLC
84$5.6K0.0%GrowthN/AKansas City, MO2026-10-19
Bare Financial Services, Inc
83$5.5K0.0%ETFVery LowGap, PA2026-11-04
Wolff Wiese Magana LLC
70$4.7K0.0%GrowthLowCarslbad, CA2026-10-15
First Horizon Corp
63$4.2K0.0%CoreLowMemphis, TN2026-10-26
Meriwether Wealth & Planning, LLC
63$4.2K0.0%ETFMediumMinden, LA2026-10-13
High Note Wealth, LLC
61$4.1K0.0%ETFVery LowDeephaven, MN2026-10-27
Cullen T Bankers, Inc.
58$3.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Entrust Financial LLC
58$3.9K0.0%ETFLowWayne, PA2026-11-04
Bell Investment Advisors, Inc
51$3.4K0.0%ETFVery LowOrinda, CA2026-10-29
Virginia Estate & Retirement Planning Advisors Inc.
48$3.2K0.0%ETFLowGlen Allen, VA2026-10-14
SJS Investment Consulting Inc.
46$3.1K0.0%ETFVery LowSylvania, OH2026-10-26
Ascentis Wealth Management, LLC
45$3.0K0.0%Agg GrowthLowDallas, TX2026-11-03
MJT & Associates Financial Advisory Group, Inc.
40$2.7K0.0%ETFLowMontevideo, MN2026-10-07
Cromwell Holdings LLC
39$2.6K0.0%IndexLowJackson, WY2026-10-28
Gilpin Wealth Management, LLC
37$2.5K0.0%GrowthLowDenver, CO2026-10-09
Avion Wealth
32$20.0%ETFLowThe Woodlands, TX2026-11-04
TD Private Client Wealth LLC
32$2.1K0.0%ETFLowNew York, NY2026-10-28
Signature Equity Partners, LLC
30$2.0K0.0%GrowthMediumColumbus, OH2026-10-29
Rossby Financial, LCC
29$1.9K0.0%ETFMediumMelbourne, FL2026-11-05
Sunrise Financial Services, LLC
25$1.7K0.0%ETFMediumBurien, WA2026-10-21
Jacobi Capital Management LLC
22$1.4K0.0%CoreLowPittston, PA2026-11-05
Private Wealth Management Group, LLC
22$1.5K0.0%ETFLowPrinceton, NJ2026-10-19
Manchester Capital Management LLC
20$1.3K0.0%CoreLowManchester, VT2026-10-22
WPG Advisers, LLC
19$1.3K0.0%CoreLowBaltimore, MD2026-10-27
Ares Financial Consulting, LLC
16$1.1K0.0%CoreLowCalabasas, CA2026-10-19
Highline Wealth Partners LLC
14$9350.0%ETFMediumSherman Oaks, CA2026-10-19
Tounjian Advisory Partners, LLC
13$8780.0%GrowthHighFort Myers, FL2026-11-04
James T. Borello RIA
13$8690.0%ETFVery LowEast Dundee, IL2026-10-16
Breakwater Investment Management
12$8020.0%ETFLowSeattle, WA2026-10-20
Birchwood Financial Partners, Inc.
10$6680.0%ETFVery LowBloomington, MN2026-11-02
Brown, Lisle Ings, Inc.
10$6680.0%CoreVery LowProvidence, RI2026-10-16
Retirement Wealth Solutions LLC
9$6020.0%ETFLowMarshfield, WI2026-10-07
Trust Co of Vermont
9$6010.0%CoreVery LowBrattleboro, VT2026-10-21
Hughes Financial Services, LLC
7$4730.0%ETFLowHerndon, VA2026-10-30
Fortitude Family Office, LLC
7$4680.0%ETFMediumScottsdale, AZ2026-10-14
Quaker Wealth Management, LLC
5$3350.0%ETFMediumMoorestown, NJ2026-10-22
GHP Investment Advisors, Inc.
2$1340.0%CoreVery LowDenver, CO2026-10-15
Planning Strategies Inc.
1$670.0%ETFN/ALancaster, PA2026-10-02
Root Financial Partners, LLC
1$670.0%ETFMediumEncinitas, CA2026-10-21