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Allison Transmission Holding (ALSN)

CUSIP: 01973R101 | NYSE | Consumer Cyclical · Auto Parts | Mid Cap | 1639 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, Inc.7,651,8179.3%New 5%+ stakeSep 30, 202692d ahead of 13F (3,975,802 sh) · +3,676,015
13GBlackRock, Inc.7,651,817
9.3% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (3,975,802 sh) · +3,676,015

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,954,669
0.0% of portfolio›$221.4M
Wasatch Advisors LP1,260,621
1.1% of portfolio›$142.8M
Seizert Capital Partners, LLC562,439
2.8% of portfolio›$63.7M
Norris Perne & French LLP404,105
2.0% of portfolio›$45.8M
Solidarity Wealth, LLC298,684
5.9% of portfolio›$33.8M
Arbejdsmarkedets Tillaegspension205,200
0.6% of portfolio›$23.2M
Principal Financial Group Inc189,470
0.0% of portfolio›$21.5M
Cookson Peirce & Co Inc186,020
0.8% of portfolio›$21.1M
Burney Co/178,700
0.6% of portfolio›$20.2M
Dudley & Shanley, Inc.175,274
3.2% of portfolio›$19.9M
Vest Financial, LLC173,430
0.2% of portfolio›$19.6M
Polaris Capital Management, LLC155,600
1.8% of portfolio›$17.6M
DekaBank Deutsche Girozentrale123,939
0.1% of portfolio›$14.0M
Wedge Capital Management L L P122,804
0.2% of portfolio›$13.9M
Assenagon Asset Management S.A.88,207
0.0% of portfolio›$10.0M
Stolper Co86,109
4.9% of portfolio›$9.8M
Retirement Systems of Alabama85,175
0.0% of portfolio›$9.6M
Marathon Capital Management71,789
1.7% of portfolio›$8.1M
Livforsakringsbolaget Skandia, Omsesidigt69,100
0.3% of portfolio›$7.8M
State of Alaska, Department of Revenue63,711
0.2% of portfolio›$7.2M
Everett Harris & Co58,318
0.1% of portfolio›$6.6M
Soltis Investment Advisors LLC53,637
0.3% of portfolio›$6.1M
Evergreen Capital Management LLC50,227
0.1% of portfolio›$5.7M
Allspring Global Investments Holdings, LLC49,678
0.0% of portfolio›$5.8M
Inspire Investing, LLC40,462
0.2% of portfolio›$4.6M
Fideuram Asset Management (Ireland) dac37,519
0.1% of portfolio›$4.3M
Amalgamated Bank37,437
0.1% of portfolio›$4.2M
Salem Investment Counselors Inc34,027
0.1% of portfolio›$3.9M
Citigroup Inc31,717
0.0% of portfolio›$3.6M
Linden Thomas Advisory Services, LLC31,411
0.3% of portfolio›$3.6M
GHP Investment Advisors, Inc.30,757
0.1% of portfolio›$3.5M
Mutual of America Capital Management LLC30,099
0.0% of portfolio›$3.4M
Madden Securities Corp29,865
0.9% of portfolio›$3.4M
Reinhart Partners, Llc.29,469
0.1% of portfolio›$3.3M
Exchange Traded Concepts, LLC29,323
0.0% of portfolio›$3.3M
Tealwood Asset Management Inc27,951
2.8% of portfolio›$3.2M
AMI Investment Management Inc27,537
0.6% of portfolio›$3.1M
Monument Capital Management25,407
0.6% of portfolio›$2.9M
Tweedy, Browne Co LLC25,155
0.2% of portfolio›$2.8M
Commonwealth Equity Services, LLC24,815
0.0% of portfolio›$2.8M
Louisiana State Employees Retirement System24,500
0.0% of portfolio›$2.8M
Oppenheimer Asset Management Inc.24,019
0.0% of portfolio›$2.7M
Sterling Capital Management LLC23,849
0.1% of portfolio›$2.7M
Creative Planning23,502
0.0% of portfolio›$2.7M
Arizona State Retirement System23,368
0.0% of portfolio›$2.6M
Wealth Enhancement Advisory Services, LLC22,746
0.0% of portfolio›$2.5M
Yousif Capital Management, LLC22,586
0.0% of portfolio›$2.6M
Stackstone Wealth, LLC21,291
0.2% of portfolio›$2.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS19,711
0.0% of portfolio›$2.2M
State of Michigan Retirement System19,400
0.0% of portfolio›$2.2M
MGO One Seven LLC19,370
0.0% of portfolio›$2.2M
Islay Capital Management, LLC18,398
1.0% of portfolio›$2.1M
Vise Technologies, Inc.17,615
0.0% of portfolio›$2.0M
Oregon Public Employees Retirement Fund17,100
0.0% of portfolio›$1.9M
Bokf, NA16,362
0.0% of portfolio›$1.9M
B. Metzler seel. Sohn & Co. AG15,723
0.0% of portfolio›$1.8M
Villanova Investment Management Co15,647
1.8% of portfolio›$1.8M
Catalyst Capital Advisors LLC15,425
0.0% of portfolio›$1.7M
Kendall Capital Management14,987
0.3% of portfolio›$1.7M
Virginia Retirement Systems ET Al13,500
0.0% of portfolio›$1.5M
Americana Partners, LLC12,812
0.0% of portfolio›$1.5M
Pictet Asset Management Holding SA12,673
0.0% of portfolio›$1.4M
Hussman Strategic Advisors, Inc.12,600
0.3% of portfolio›$1.4M
Prospera Financial Services Inc12,314
0.0% of portfolio›$1.3M
Powell Investment Advisors, LLC12,079
0.4% of portfolio›$1.4M
Kestra Advisory Services, LLC12,044
0.0% of portfolio›$1.4M
Truist Financial Corp11,486
0.0% of portfolio›$1.3M
Ethic Inc.10,905
0.0% of portfolio›$1.2M
Xponance LLC10,650
0.0% of portfolio›$1.2M
Gateway Investment Advisers LLC10,542
0.0% of portfolio›$1.2M
Inscription Capital, LLC10,254
0.1% of portfolio›$1.2M
Aaron Wealth Advisors LLC10,052
0.1% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.9,650
0.0% of portfolio›$1.1M
MacKenzie Financial Corp8,863
0.0% of portfolio›$1.0M
Sky Investment Group LLC8,785
0.1% of portfolio›$995.0K
Novem Group8,770
0.1% of portfolio›$993.3K
Isthmus Partners, LLC8,612
0.1% of portfolio›$975.4K
Achmea Investment Management B.V.8,600
0.0% of portfolio›$974.8K
Provident Investment Management, Inc.7,885
0.1% of portfolio›$893.1K
Swiss Life Asset Management Ltd7,765
0.0% of portfolio›$879.5K
HB Wealth Management, LLC7,563
0.0% of portfolio›$856.6K
Chicago Partners Investment Group LLC7,034
0.0% of portfolio›$747.9K
Oak Thistle LLC6,943
0.1% of portfolio›$786.4K
Parcion Private Wealth LLC6,773
0.0% of portfolio›$767.1K
Oppenheimer & Co Inc6,384
0.0% of portfolio›$723.1K
Certuity, LLC6,266
0.0% of portfolio›$709.7K
Versant Capital Management, Inc5,602
0.1% of portfolio›$634.5K
Choreo, LLC5,588
0.0% of portfolio›$632.9K
Atria Investments, Inc5,348
0.0% of portfolio›$605.8K
Childress Capital Advisors, LLC5,113
0.1% of portfolio›$579.1K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,960
0.0% of portfolio›$561.8K
Lanark Financial, Inc.4,683
0.0% of portfolio›$530.4K
HUB Investment Partners, LLC4,502
0.0% of portfolio›$509.9K
Kestra Private Wealth Services, LLC4,387
0.0% of portfolio›$496.8K
New York State Teachers Retirement System4,271
0.0% of portfolio›$484.0K
Covestor Ltd4,115
0.9% of portfolio›$466.0K
BankChampaign, National Association4,103
0.4% of portfolio›$464.7K
Gamma Investing LLC4,058
0.0% of portfolio›$459.6K
Elevation Point Wealth Partners, LLC3,751
0.0% of portfolio›$402.7K
Brighton Jones LLC3,682
0.0% of portfolio›$417.0K
Mitsubishi UFJ Asset Management Co., Ltd.3,669
0.0% of portfolio›$415.6K
Fulcrum Capital LLC3,600
0.1% of portfolio›$407.7K
Fifth Third Wealth Advisors LLC3,560
0.0% of portfolio›$403.2K
Krilogy Financial LLC3,526
0.0% of portfolio›$393.0K
Crossmark Global Holdings, Inc.3,524
0.0% of portfolio›$399.1K
Legacy Wealth Asset Management, LLC3,483
0.1% of portfolio›$394.5K
Martin Capital Partners, LLC3,276
0.1% of portfolio›$371.0K
Blue Trust, Inc.3,247
0.0% of portfolio›$367.7K
Y.D. More Investments Ltd3,178
0.0% of portfolio›$359.9K
Vontobel Holding Ltd.3,146
0.0% of portfolio›$356.3K
ProShare Advisors LLC3,138
0.0% of portfolio›$355.4K
Layline Advisors, LLC3,113
0.3% of portfolio›$352.6K
Crestwood Advisors Group, LLC3,096
0.0% of portfolio›$350.7K
Commonwealth Financial Services, LLC2,948
0.1% of portfolio›$333.9K
KBC Group NV2,770
0.0% of portfolio›$314.0K
Kathmere Capital Management, LLC2,606
0.0% of portfolio›$295.2K
Strs Ohio2,593
0.0% of portfolio›$293.7K
Cowa, LLC2,561
0.1% of portfolio›$290.1K
North Dakota State Investment Board2,533
0.0% of portfolio›$286.9K
Kaizen Financial Strategies2,500
0.1% of portfolio›$283.2K
Intrua Financial, LLC2,393
0.0% of portfolio›$271.0K
Hennion & Walsh Asset Management, Inc.2,390
0.0% of portfolio›$270.7K
State of Wyoming2,331
0.0% of portfolio›$264.0K
Fulcrum Asset Management LLP2,320
0.0% of portfolio›$262.2K
Interchange Capital Partners, LLC2,185
0.0% of portfolio›$247.5K
Lido Advisors, LLC2,182
0.0% of portfolio›$247.3K
Farther Finance Advisors, LLC2,162
0.0% of portfolio›$244.9K
Viewpoint Investment Partners Corp2,100
0.1% of portfolio›$237.8K
Victory Financial Group, LLC2,069
0.0% of portfolio›$234.3K
Concurrent Investment Advisors, LLC2,062
0.0% of portfolio›$233.6K
Carnegie Investment Counsel2,000
0.0% of portfolio›$226.5K
Brookstone Capital Management1,919
0.0% of portfolio›$217.3K
Enhancing Capital LLC1,887
0.1% of portfolio›$213.7K
StoneX Group Inc.1,884
0.0% of portfolio›$220.9K
Cornerstone Wealth Group, LLC1,869
0.0% of portfolio›$211.7K
D.A. Davidson & Co.1,848
0.0% of portfolio›$209.3K
Argos Wealth Advisors, LLC1,842
0.1% of portfolio›$208.6K
Triad Wealth Partners, LLC1,835
0.0% of portfolio›$207.9K
Parallel Advisors, LLC1,779
0.0% of portfolio›$201.5K
TD Private Client Wealth LLC1,778
0.0% of portfolio›$201.4K
Hazlett, Burt & Watson, Inc.1,550
0.1% of portfolio›$88.1K
Steph & Co1,356
0.0% of portfolio›$153.6K
City State Bank1,324
0.0% of portfolio›$150.0K
Nisa Investment Advisors, LLC1,290
0.0% of portfolio›$146.1K
IFP Advisors, Inc1,258
0.0% of portfolio›$142.5K
Cullen T Bankers, Inc.1,179
0.0% of portfolio›$133.5K
Assetmark, Inc1,120
0.0% of portfolio›$126.9K
EverSource Wealth Advisors, LLC983
0.0% of portfolio›$111.3K
Bayforest Capital Ltd934
0.2% of portfolio›$105.8K
Signaturefd, LLC849
0.0% of portfolio›$96.2K
Essential Partners LLC719
0.0% of portfolio›$81.4K
Miller Global Investments, LLC700
0.1% of portfolio›$79.3K
Wolverine Asset Management LLC695
0.0% of portfolio›$78.7K
Copeland Capital Management, LLC658
0.0% of portfolio›$74.6K
SJS Investment Consulting Inc.542
0.0% of portfolio›$61.4K
Hilton Head Capital Partners, LLC512
0.0% of portfolio›$58.0K
True Wealth Design, LLC469
0.0% of portfolio›$53.1K
Root Financial Partners, LLC386
0.0% of portfolio›$43.7K
Private Trust Co NA386
0.0% of portfolio›$43.7K
Parkside Financial Bank & Trust370
0.0% of portfolio›$41.9K
WPG Advisers, LLC351
0.0% of portfolio›$39.8K
Trust Co of Toledo NA300
0.0% of portfolio›$34.0K
First Horizon Corp293
0.0% of portfolio›$33.2K
Mather Group, Llc.291
0.0% of portfolio›$33.0K
Gen-Wealth Partners Inc288
0.0% of portfolio›$32.6K
Cassaday & Co Wealth Management LLC242
0.0% of portfolio›$27.4K
Cedar Mountain Advisors, LLC231
0.0% of portfolio›$26.2K
Entrust Financial LLC221
0.0% of portfolio›$25.0K
Brown, Lisle Ings, Inc.220
0.0% of portfolio›$24.9K
Provenance Wealth Advisors, LLC205
0.0% of portfolio›$23.2K
Trust Co of Vermont200
0.0% of portfolio›$22.7K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna199
0.0% of portfolio›$22.5K
Compass Financial Management LLC180
0.0% of portfolio›$20.4K
Rosenberg Matthew Hamilton146
0.0% of portfolio›$16.5K
Elyxium Wealth, LLC143
0.0% of portfolio›$16.2K
Quest 10 Wealth Builders, Inc.133
0.0% of portfolio›$15.1K
JFS Wealth Advisors, LLC109
0.0% of portfolio›$12.3K
Fortitude Family Office, LLC102
0.0% of portfolio›$11.6K
TD Waterhouse Canada Inc.100
0.0% of portfolio›$11.6K
CX Institutional97
0.0% of portfolio›$11
Elevated Capital Advisors, LLC89
0.0% of portfolio›$10.1K
Global X Japan Co., Ltd.83
0.0% of portfolio›$9.4K
MassMutual Private Wealth & Trust, FSB60
0.0% of portfolio›$6.8K
Farmers & Merchants Investments Inc58
0.0% of portfolio›$6.6K
Arlington Trust Co LLC50
0.0% of portfolio›$5.7K
Pinnacle Wealth Planning Services, Inc.50
0.0% of portfolio›$5.7K
Meriwether Wealth & Planning, LLC50
0.0% of portfolio›$5.7K
Prudent Man Investment Management, Inc.50
0.0% of portfolio›$5.7K
Private Wealth Management Group, LLC49
0.0% of portfolio›$5.6K
Gilpin Wealth Management, LLC48
0.0% of portfolio›$5.4K
Elevation Wealth Partners, LLC44
0.0% of portfolio›$5.0K
Retirement Wealth Solutions LLC38
0.0% of portfolio›$4.3K
Creative Financial Designs Inc37
0.0% of portfolio›$4.2K
Noble Wealth Management PBC36
0.0% of portfolio›$4.1K
Avion Wealth30
0.0% of portfolio›$3
Bell Investment Advisors, Inc30
0.0% of portfolio›$3.4K
Gleason Group, Inc.27
0.0% of portfolio›$3.1K
Signature Equity Partners, LLC27
0.0% of portfolio›$3.1K
Cromwell Holdings LLC26
0.0% of portfolio›$2.9K
Toth Financial Advisory Corp22
0.0% of portfolio›$2.5K
Pension & Wealth Management Advisors, Inc.20
0.0% of portfolio›$2.3K
Creative Capital Management Investments LLC20
0.0% of portfolio›$2.3K
UMB Private Wealth Management, LLC20
0.0% of portfolio›$2.3K
DiNuzzo Private Wealth, Inc.19
0.0% of portfolio›$2.2K
Physician Wealth Advisors, Inc.18
0.0% of portfolio›$2.0K
Balance Wealth Partners LLC18
0.0% of portfolio›$2.0K
Bay Harbor Wealth Management, LLC15
0.0% of portfolio›$1.7K
Westside Investment Management, Inc.14
0.0% of portfolio›$1.6K
Harbor Investment Advisory, LLC14
0.0% of portfolio›$1.6K
Valley National Advisers Inc11
0.0% of portfolio›$1.2K
Owl Creek Wealth Partners LLC10
0.0% of portfolio›$1.1K
Clark Wealth Partners9
0.0% of portfolio›$1.0K
Proathlete Wealth Management LLC8
0.0% of portfolio›$906
USA Financial Formulas7
0.0% of portfolio›$793
Simplex Trading, LLC6
0.0% of portfolio›$679
Bare Financial Services, Inc4
0.0% of portfolio›$453
Highline Wealth Partners LLC4
0.0% of portfolio›$453
Birchwood Financial Partners, Inc.4
0.0% of portfolio›$453
Ascentis Wealth Management, LLC4
0.0% of portfolio›$453
Evolution Wealth Management Inc.3
0.0% of portfolio›$340
DecisionPoint Financial, LLC3
0.0% of portfolio›$349
Wealth Enhancement Trust Services, Inc.2
0.0% of portfolio›$227
Manchester Capital Management LLC2
0.0% of portfolio›$227
Quaker Wealth Management, LLC2
0.0% of portfolio›$227
Rakuten Securities, Inc.2
0.0% of portfolio›$227
Mosley Wealth Management2
0.0% of portfolio›$225
Maryland Capital Advisors Inc.1
0.0% of portfolio›$114
American Capital Advisory, LLC1
0.0% of portfolio›$114
TFC Financial Management, Inc.1
0.0% of portfolio›$114
Planning Strategies Inc.1
0.0% of portfolio›$113
Tounjian Advisory Partners, LLC1
0.0% of portfolio›$86
Hughes Financial Services, LLC1
0.0% of portfolio›$110
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,954,669$221.4M0.0%IndexLowAustin, TX2026-11-04
Wasatch Advisors LP
1,260,621$142.8M1.1%GARPMediumSalt Lake City, UT2026-10-13
Seizert Capital Partners, LLC
562,439$63.7M2.8%ValueMediumBirmingham, MI2026-10-30
Norris Perne & French LLP
404,105$45.8M2.0%GrowthLowGrand Rapids, MI2026-10-23
Solidarity Wealth, LLC
298,684$33.8M5.9%CoreMediumLehi, UT2026-10-15
Arbejdsmarkedets Tillaegspension
205,200$23.2M0.6%ValueHighHilleroed, Greece2026-10-30
Principal Financial Group Inc
189,470$21.5M0.0%CoreLowDes Moines, IA2026-11-02
Cookson Peirce & Co Inc
186,020$21.1M0.8%GrowthHighPittsburgh, PA2026-10-30
Burney Co/
178,700$20.2M0.6%GARPMediumReston, VA2026-10-15
Dudley & Shanley, Inc.
175,274$19.9M3.2%CoreMediumPalm Beach, FL2026-10-06
Vest Financial, LLC
173,430$19.6M0.2%ValueMediumMclean, VA2026-10-21
Polaris Capital Management, LLC
155,600$17.6M1.8%Deep ValueLowBoston, MA2026-10-21
DekaBank Deutsche Girozentrale
123,939$14.0M0.1%CoreLowFrankfurt, Hong Kong2026-10-27
Wedge Capital Management L L P
122,804$13.9M0.2%ValueMediumCharlotte, NC2026-10-13
Assenagon Asset Management S.A.
88,207$10.0M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Stolper Co
86,109$9.8M4.9%ValueMediumTulsa, OK2026-10-13
Retirement Systems of Alabama
85,175$9.6M0.0%IndexLowMontgomery, AL2026-11-04
Marathon Capital Management
71,789$8.1M1.7%CoreLowHunt Valley, MD2026-10-23
Livforsakringsbolaget Skandia, Omsesidigt
69,100$7.8M0.3%GrowthMediumStockholm, Sweden2026-10-21
State of Alaska, Department of Revenue
63,711$7.2M0.2%CoreVery LowJuneau, AK2026-10-15
Everett Harris & Co
58,318$6.6M0.1%CoreVery LowLos Angeles, CA2026-10-28
Soltis Investment Advisors LLC
53,637$6.1M0.3%CoreMediumSt. George, UT2026-10-28
Evergreen Capital Management LLC
50,227$5.7M0.1%GARPMediumBellevue, WA2026-10-23
Allspring Global Investments Holdings, LLC
49,678$5.8M0.0%CoreMediumCharlotte, NC2026-11-04
Inspire Investing, LLC
40,462$4.6M0.2%GARPHighMeridian, ID2026-10-22
Fideuram Asset Management (Ireland) dac
37,519$4.3M0.1%CoreHighDublin 1, Lithuania2026-10-29
Amalgamated Bank
37,437$4.2M0.1%CoreVery LowNew York, NY2026-10-23
Salem Investment Counselors Inc
34,027$3.9M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
Citigroup Inc
31,717$3.6M0.0%CoreMediumNew York, NY2026-11-04
Linden Thomas Advisory Services, LLC
31,411$3.6M0.3%CoreLowCharlotte, NC2026-10-19
GHP Investment Advisors, Inc.
30,757$3.5M0.1%CoreVery LowDenver, CO2026-10-15
Mutual of America Capital Management LLC
30,099$3.4M0.0%IndexLowNew York, NY2026-10-23
Madden Securities Corp
29,865$3.4M0.9%GrowthMediumDallas, TX2026-10-27
Reinhart Partners, Llc.
29,469$3.3M0.1%ValueMediumMequon, WI2026-10-09
Exchange Traded Concepts, LLC
29,323$3.3M0.0%GrowthMediumOklahoma City, OK2026-10-28
Tealwood Asset Management Inc
27,951$3.2M2.8%GrowthMediumMinneapolis, MN2026-10-13
AMI Investment Management Inc
27,537$3.1M0.6%ETFLowKendallville, IN2026-10-27
Monument Capital Management
25,407$2.9M0.6%GARPHighAlexandria, VA2026-10-09
Tweedy, Browne Co LLC
25,155$2.8M0.2%Deep ValueLowStamford, CT2026-11-04
Commonwealth Equity Services, LLC
24,815$2.8M0.0%ETFLowWaltham, MA2026-11-02
Louisiana State Employees Retirement System
24,500$2.8M0.0%IndexLowBaton Rouge, LA2026-10-20
Oppenheimer Asset Management Inc.
24,019$2.7M0.0%CoreMediumNew York, NY2026-10-27
Sterling Capital Management LLC
23,849$2.7M0.1%GARPMediumCharlotte, NC2026-10-22
Creative Planning
23,502$2.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Arizona State Retirement System
23,368$2.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Wealth Enhancement Advisory Services, LLC
22,746$2.5M0.0%CoreLowPlymouth, MN2026-10-13
Yousif Capital Management, LLC
22,586$2.6M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Stackstone Wealth, LLC
21,291$2.4M0.2%CoreN/ADubuque, IA2026-10-19
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
19,711$2.2M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
19,400$2.2M0.0%IndexLowEast Lansing, MI2026-10-27
MGO One Seven LLC
19,370$2.2M0.0%GrowthLowBeachwood, OH2026-10-28
Islay Capital Management, LLC
18,398$2.1M1.0%ETFMediumLubbock, TX2026-10-20
Vise Technologies, Inc.
17,615$2.0M0.0%IndexLowNew York, NY2026-10-29
Oregon Public Employees Retirement Fund
17,100$1.9M0.0%IndexVery LowTigard, OR2026-10-30
Bokf, NA
16,362$1.9M0.0%CoreLowTulsa, OK2026-10-27
B. Metzler seel. Sohn & Co. AG
15,723$1.8M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Villanova Investment Management Co
15,647$1.8M1.8%Deep ValueMediumWayne, PA2026-11-02
Catalyst Capital Advisors LLC
15,425$1.7M0.0%ETFVery LowSan Juan, PR2026-11-02
Kendall Capital Management
14,987$1.7M0.3%GARPLowRockville, MD2026-10-23
Virginia Retirement Systems ET Al
13,500$1.5M0.0%CoreMediumRichmond, VA2026-10-28
Americana Partners, LLC
12,812$1.5M0.0%CoreMediumHouston, TX2026-10-28
Pictet Asset Management Holding SA
12,673$1.4M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Hussman Strategic Advisors, Inc.
12,600$1.4M0.3%YieldVery HighEllicott City, MD2026-11-02
Prospera Financial Services Inc
12,314$1.3M0.0%CoreMediumDallas, TX2026-11-04
Powell Investment Advisors, LLC
12,079$1.4M0.4%ETFVery LowMiami, FL2026-10-22
Kestra Advisory Services, LLC
12,044$1.4M0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
11,486$1.3M0.0%CoreLowCharlotte, NC2026-10-30
Ethic Inc.
10,905$1.2M0.0%CoreLowNew York, NY2026-11-03
Xponance LLC
10,650$1.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Gateway Investment Advisers LLC
10,542$1.2M0.0%GrowthLowCincinnati, OH2026-10-13
Inscription Capital, LLC
10,254$1.2M0.1%GARPMediumHouston, TX2026-11-02
Aaron Wealth Advisors LLC
10,052$1.1M0.1%GrowthMediumChicago, IL2026-10-13
Cambridge Investment Research Advisors, Inc.
9,650$1.1M0.0%ETFLowFairfield, IA2026-11-02
MacKenzie Financial Corp
8,863$1.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Sky Investment Group LLC
8,785$995.0K0.1%CoreVery LowHartford, CT2026-10-30
Novem Group
8,770$993.3K0.1%ETFMediumRochester, NY2026-10-19
Isthmus Partners, LLC
8,612$975.4K0.1%ValueMediumMadison, WI2026-10-21
Achmea Investment Management B.V.
8,600$974.8K0.0%CoreMediumZeist, Philippines2026-10-30
Provident Investment Management, Inc.
7,885$893.1K0.1%CoreMediumNovi, MI2026-10-23
Swiss Life Asset Management Ltd
7,765$879.5K0.0%CoreLowZurich, Switzerland2026-11-03
HB Wealth Management, LLC
7,563$856.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Chicago Partners Investment Group LLC
7,034$747.9K0.0%GARPLowChicago, IL2026-10-27
Oak Thistle LLC
6,943$786.4K0.1%ValueVery HighNew York, NY2026-10-21
Parcion Private Wealth LLC
6,773$767.1K0.0%CoreMediumBellevue, WA2026-10-28
Oppenheimer & Co Inc
6,384$723.1K0.0%CoreLowNew York, NY2026-10-26
Certuity, LLC
6,266$709.7K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Versant Capital Management, Inc
5,602$634.5K0.1%GARPLowPhoenix, AZ2026-10-02
Choreo, LLC
5,588$632.9K0.0%IndexLowRockford, IL2026-10-28
Atria Investments, Inc
5,348$605.8K0.0%CoreMediumCharlotte, NC2026-10-15
Childress Capital Advisors, LLC
5,113$579.1K0.1%GARPMediumHouston, TX2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
4,960$561.8K0.0%GrowthVery LowSeattle, WA2026-10-27
Lanark Financial, Inc.
4,683$530.4K0.0%CoreMediumBirmingham, AL2026-10-26
HUB Investment Partners, LLC
4,502$509.9K0.0%GrowthLowAustin, TX2026-11-03
Kestra Private Wealth Services, LLC
4,387$496.8K0.0%GrowthLowAustin, TX2026-10-30
New York State Teachers Retirement System
4,271$484.0K0.0%CoreVery LowAlbany, NY2026-10-22
Covestor Ltd
4,115$466.0K0.9%ValueHighLondon, United Kingdom2026-10-30
BankChampaign, National Association
4,103$464.7K0.4%GrowthMediumChampaign, IL2026-10-19
Gamma Investing LLC
4,058$459.6K0.0%IndexVery LowFoster City, CA2026-10-08
Elevation Point Wealth Partners, LLC
3,751$402.7K0.0%CoreHighDenver, CO2026-11-05
Brighton Jones LLC
3,682$417.0K0.0%CoreVery LowSeattle, WA2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
3,669$415.6K0.0%IndexVery LowTokyo, Mexico2026-11-05
Fulcrum Capital LLC
3,600$407.7K0.1%GrowthLowSeattle, WA2026-10-15
Fifth Third Wealth Advisors LLC
3,560$403.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Krilogy Financial LLC
3,526$393.0K0.0%GrowthLowSt. Louis, MO2026-10-13
Crossmark Global Holdings, Inc.
3,524$399.1K0.0%GARPMediumHouston, TX2026-10-21
Legacy Wealth Asset Management, LLC
3,483$394.5K0.1%GARPMediumWoodbury, MN2026-10-09
Martin Capital Partners, LLC
3,276$371.0K0.1%YieldLowEugene, OR2026-10-07
Blue Trust, Inc.
3,247$367.7K0.0%ETFLowBrentwood, TN2026-10-15
Y.D. More Investments Ltd
3,178$359.9K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Vontobel Holding Ltd.
3,146$356.3K0.0%CoreMediumZurich, Switzerland2026-10-16
ProShare Advisors LLC
3,138$355.4K0.0%GrowthLowBethesda, MD2026-10-29
Layline Advisors, LLC
3,113$352.6K0.3%ETFLowRochester, NY2026-11-02
Crestwood Advisors Group, LLC
3,096$350.7K0.0%GrowthLowBoston, MA2026-10-27
Commonwealth Financial Services, LLC
2,948$333.9K0.1%ETFMediumVienna, WV2026-10-20
KBC Group NV
2,770$314.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Kathmere Capital Management, LLC
2,606$295.2K0.0%ETFLowWayne, PA2026-10-20
Strs Ohio
2,593$293.7K0.0%CoreMediumColumbus, OH2026-10-30
Cowa, LLC
2,561$290.1K0.1%ETFMediumTulsa, OK2026-10-30
North Dakota State Investment Board
2,533$286.9K0.0%GrowthMediumBismarck, ND2026-10-27
Kaizen Financial Strategies
2,500$283.2K0.1%ETFMediumCampbell, CA2026-10-09
Intrua Financial, LLC
2,393$271.0K0.0%ETFMediumHouston, TX2026-10-28
Hennion & Walsh Asset Management, Inc.
2,390$270.7K0.0%ValueMediumParsippany, NJ2026-10-13
State of Wyoming
2,331$264.0K0.0%ValueHighCheyenne, WY2026-10-28
Fulcrum Asset Management LLP
2,320$262.2K0.0%CoreMediumLondon, United Kingdom2026-11-04
Interchange Capital Partners, LLC
2,185$247.5K0.0%GrowthLowPittsburgh, PA2026-10-28
Lido Advisors, LLC
2,182$247.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Farther Finance Advisors, LLC
2,162$244.9K0.0%IndexLowSan Francisco, CA2026-10-08
Viewpoint Investment Partners Corp
2,100$237.8K0.1%ValueMediumCalgary, Abu Dhabi2026-10-26
Victory Financial Group, LLC
2,069$234.3K0.0%ETFLowAustin, TX2026-10-27
Concurrent Investment Advisors, LLC
2,062$233.6K0.0%GrowthMediumTampa, FL2026-10-16
Carnegie Investment Counsel
2,000$226.5K0.0%CoreLowPepper Pike, OH2026-10-20
Brookstone Capital Management
1,919$217.3K0.0%ETFMediumWheaton, IL2026-10-22
Enhancing Capital LLC
1,887$213.7K0.1%CoreVery LowHarrisburg, PA2026-10-26
StoneX Group Inc.
1,884$220.9K0.0%ETFMediumNew York, NY2026-11-03
Cornerstone Wealth Group, LLC
1,869$211.7K0.0%CoreMediumHuntersville, NC2026-11-02
D.A. Davidson & Co.
1,848$209.3K0.0%CoreLowGreat Falls, MT2026-10-28
Argos Wealth Advisors, LLC
1,842$208.6K0.1%GrowthLowSacramento, CA2026-11-02
Triad Wealth Partners, LLC
1,835$207.9K0.0%ETFMediumLawrence, KS2026-10-26
Parallel Advisors, LLC
1,779$201.5K0.0%IndexLowSan Francisco, CA2026-11-03
TD Private Client Wealth LLC
1,778$201.4K0.0%ETFLowNew York, NY2026-10-28
Hazlett, Burt & Watson, Inc.
1,550$88.1K0.1%CoreVery LowWheeling, WV2026-11-04
Steph & Co
1,356$153.6K0.0%ETFLowMarinette, WI2026-10-07
City State Bank
1,324$150.0K0.0%GrowthVery LowNorwalk, IA2026-10-20
Nisa Investment Advisors, LLC
1,290$146.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
IFP Advisors, Inc
1,258$142.5K0.0%GrowthLowTampa, FL2026-10-16
Cullen T Bankers, Inc.
1,179$133.5K0.0%GrowthLowSan Antonio, TX2026-10-28
Assetmark, Inc
1,120$126.9K0.0%ETFLowConcord, CA2026-10-21
EverSource Wealth Advisors, LLC
983$111.3K0.0%CoreMediumBirmingham, AL2026-11-04
Bayforest Capital Ltd
934$105.8K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Signaturefd, LLC
849$96.2K0.0%IndexLowAtlanta, GA2026-10-23
Essential Partners LLC
719$81.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Miller Global Investments, LLC
700$79.3K0.1%ValueMediumDallas, TX2026-10-02
Wolverine Asset Management LLC
695$78.7K0.0%Deep ValueVery HighChicago, IL2026-11-02
Copeland Capital Management, LLC
658$74.6K0.0%ValueMediumConshohocken, PA2026-10-13
SJS Investment Consulting Inc.
542$61.4K0.0%ETFVery LowSylvania, OH2026-10-26
Hilton Head Capital Partners, LLC
512$58.0K0.0%CoreMediumHilton Head Island, SC2026-10-23
True Wealth Design, LLC
469$53.1K0.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
386$43.7K0.0%ETFMediumEncinitas, CA2026-10-21
Private Trust Co NA
386$43.7K0.0%CoreLowCleveland, OH2026-10-20
Parkside Financial Bank & Trust
370$41.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
WPG Advisers, LLC
351$39.8K0.0%CoreLowBaltimore, MD2026-10-27
Trust Co of Toledo NA
300$34.0K0.0%GrowthVery LowHolland, OH2026-10-16
First Horizon Corp
293$33.2K0.0%CoreLowMemphis, TN2026-10-26
Mather Group, Llc.
291$33.0K0.0%ETFMediumChicago, IL2026-10-14
Gen-Wealth Partners Inc
288$32.6K0.0%CoreLowZeeland, MI2026-11-04
Cassaday & Co Wealth Management LLC
242$27.4K0.0%ETFVery LowMclean, VA2026-10-27
Cedar Mountain Advisors, LLC
231$26.2K0.0%ETFVery LowLake Oswego, OR2026-10-15
Entrust Financial LLC
221$25.0K0.0%ETFLowWayne, PA2026-11-04
Brown, Lisle Ings, Inc.
220$24.9K0.0%CoreVery LowProvidence, RI2026-10-16
Provenance Wealth Advisors, LLC
205$23.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Trust Co of Vermont
200$22.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
199$22.5K0.0%GrowthMediumWarsaw, Russia2026-10-21
Compass Financial Management LLC
180$20.4K0.0%CoreN/ATampa, FL2026-10-30
Rosenberg Matthew Hamilton
146$16.5K0.0%ETFVery LowGrand Junction, CO2026-10-05
Elyxium Wealth, LLC
143$16.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Quest 10 Wealth Builders, Inc.
133$15.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
JFS Wealth Advisors, LLC
109$12.3K0.0%ETFVery LowHermitage, PA2026-11-03
Fortitude Family Office, LLC
102$11.6K0.0%ETFMediumScottsdale, AZ2026-10-14
TD Waterhouse Canada Inc.
100$11.6K0.0%CoreLowToronto, Australia2026-10-16
CX Institutional
97$110.0%CoreMediumAuburn, IN2026-10-02
Elevated Capital Advisors, LLC
89$10.1K0.0%ETFMediumSandy, UT2026-11-04
Global X Japan Co., Ltd.
83$9.4K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
MassMutual Private Wealth & Trust, FSB
60$6.8K0.0%CoreLowSpringfield, MA2026-10-05
Farmers & Merchants Investments Inc
58$6.6K0.0%CoreVery LowLincoln, NE2026-10-22
Arlington Trust Co LLC
50$5.7K0.0%ETFMediumBirmingham, AL2026-10-20
Pinnacle Wealth Planning Services, Inc.
50$5.7K0.0%GARPLowMansfield, OH2026-10-27
Meriwether Wealth & Planning, LLC
50$5.7K0.0%ETFMediumMinden, LA2026-10-13
Prudent Man Investment Management, Inc.
50$5.7K0.0%ETFVery LowLouisville, CO2026-11-03
Private Wealth Management Group, LLC
49$5.6K0.0%ETFLowPrinceton, NJ2026-10-19
Gilpin Wealth Management, LLC
48$5.4K0.0%GrowthLowDenver, CO2026-10-09
Elevation Wealth Partners, LLC
44$5.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Retirement Wealth Solutions LLC
38$4.3K0.0%ETFLowMarshfield, WI2026-10-07
Creative Financial Designs Inc
37$4.2K0.0%ETFMediumKokomo, IN2026-11-04
Noble Wealth Management PBC
36$4.1K0.0%YieldMediumGreenwood Village, CO2026-10-01
Avion Wealth
30$30.0%ETFLowThe Woodlands, TX2026-11-04
Bell Investment Advisors, Inc
30$3.4K0.0%ETFVery LowOrinda, CA2026-10-29
Gleason Group, Inc.
27$3.1K0.0%ETFVery LowProspect, KY2026-10-15
Signature Equity Partners, LLC
27$3.1K0.0%GrowthMediumColumbus, OH2026-10-29
Cromwell Holdings LLC
26$2.9K0.0%IndexLowJackson, WY2026-10-28
Toth Financial Advisory Corp
22$2.5K0.0%CoreLowLeesburg, VA2026-10-08
Pension & Wealth Management Advisors, Inc.
20$2.3K0.0%ETFLowWaltham, MA2026-10-16
Creative Capital Management Investments LLC
20$2.3K0.0%ETFLowSan Diego, CA2026-10-28
UMB Private Wealth Management, LLC
20$2.3K0.0%GrowthN/AKansas City, MO2026-10-19
DiNuzzo Private Wealth, Inc.
19$2.2K0.0%ETFLowBeaver, PA2026-10-16
Physician Wealth Advisors, Inc.
18$2.0K0.0%ETFMediumMidvale, UT2026-10-20
Balance Wealth Partners LLC
18$2.0K0.0%ETFMediumWorthington, OH2026-10-27
Bay Harbor Wealth Management, LLC
15$1.7K0.0%ETFMediumHunt Valley, MD2026-11-03
Westside Investment Management, Inc.
14$1.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Harbor Investment Advisory, LLC
14$1.6K0.0%GrowthLowLutherville, MD2026-10-13
Valley National Advisers Inc
11$1.2K0.0%ETFLowBethlehem, PA2026-10-23
Owl Creek Wealth Partners LLC
10$1.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Clark Wealth Partners
9$1.0K0.0%ETFVery LowO'Fallon, IL2026-10-19
Proathlete Wealth Management LLC
8$9060.0%ETFVery LowBoca Raton, FL2026-10-15
USA Financial Formulas
7$7930.0%ETFVery HighAda, MI2026-10-16
Simplex Trading, LLC
6$6790.0%CoreVery HighChicago, IL2026-11-04
Bare Financial Services, Inc
4$4530.0%ETFVery LowGap, PA2026-11-04
Highline Wealth Partners LLC
4$4530.0%ETFMediumSherman Oaks, CA2026-10-19
Birchwood Financial Partners, Inc.
4$4530.0%ETFVery LowBloomington, MN2026-11-02
Ascentis Wealth Management, LLC
4$4530.0%Agg GrowthLowDallas, TX2026-11-03
Evolution Wealth Management Inc.
3$3400.0%ETFMediumFort Myers, FL2026-10-28
DecisionPoint Financial, LLC
3$3490.0%ETFVery LowMesa, AZ2026-10-27
Wealth Enhancement Trust Services, Inc.
2$2270.0%GrowthMediumSioux Falls, SD2026-10-07
Manchester Capital Management LLC
2$2270.0%CoreLowManchester, VT2026-10-22
Quaker Wealth Management, LLC
2$2270.0%ETFMediumMoorestown, NJ2026-10-22
Rakuten Securities, Inc.
2$2270.0%Agg GrowthHighTokyo, Mexico2026-11-02
Mosley Wealth Management
2$2250.0%ETFHighAnaheim, CA2026-10-16
Maryland Capital Advisors Inc.
1$1140.0%ETFVery LowChester, MD2026-10-15
American Capital Advisory, LLC
1$1140.0%ETFLowKetchum, ID2026-10-28
TFC Financial Management, Inc.
1$1140.0%ETFVery LowBoston, MA2026-10-26
Planning Strategies Inc.
1$1130.0%ETFN/ALancaster, PA2026-10-02
Tounjian Advisory Partners, LLC
1$860.0%GrowthHighFort Myers, FL2026-11-04
Hughes Financial Services, LLC
1$1100.0%ETFLowHerndon, VA2026-10-30
Lloyd Advisory Services, Llc.
0$120.0%ETFVery HighSuwanee, GA2026-11-02