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Amentum Holdings Inc (AMTM)

CUSIP: 023939101 | NYSE | Industrials · Specialty Business Services | Mid Cap | 958 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP7,210,730
0.0% of portfolio›$130.7M
Cacti Asset Management LLC875,097
0.8% of portfolio›$15.9M
Segra Capital Management, LLC774,867
1.7% of portfolio›$14.0M
Principal Financial Group Inc730,842
0.0% of portfolio›$13.2M
Exchange Traded Concepts, LLC273,214
0.0% of portfolio›$5.0M
OpenArc Corporate Advisory, LLC175,450
0.0% of portfolio›$3.2M
North Growth Management Ltd.175,000
1.0% of portfolio›$3.2M
Wedge Capital Management L L P168,712
0.1% of portfolio›$3.1M
Telos Capital Management, Inc.166,904
0.3% of portfolio›$3.0M
New York State Teachers Retirement System161,169
0.0% of portfolio›$2.9M
Bryn Mawr Trust Advisors, LLC136,998
0.1% of portfolio›$2.5M
Mraz, Amerine & Associates, Inc.106,585
0.3% of portfolio›$1.9M
Oak Thistle LLC87,801
0.1% of portfolio›$1.6M
Harbor Capital Advisors, Inc.80,250
0.2% of portfolio›$1.5M
Cascade Investment Advisors, Inc.71,040
0.7% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC70,990
0.0% of portfolio›$1.3M
Creative Planning67,149
0.0% of portfolio›$1.2M
Louisiana State Employees Retirement System65,600
0.0% of portfolio›$1.2M
Lebenthal Global Advisors, LLC62,269
0.2% of portfolio›$1.1M
State of New Jersey Common Pension Fund D56,909
0.0% of portfolio›$1.0M
Wolverine Asset Management LLC51,942
0.0% of portfolio›$941.2K
Crestwood Advisors Group, LLC47,818
0.0% of portfolio›$866.5K
Arizona State Retirement System44,728
0.0% of portfolio›$810.5K
Amalgamated Bank42,645
0.0% of portfolio›$773.0K
Citigroup Inc40,487
0.0% of portfolio›$733.6K
Lido Advisors, LLC40,289
0.0% of portfolio›$730.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS36,294
0.0% of portfolio›$657.6K
Yousif Capital Management, LLC35,825
0.0% of portfolio›$649.1K
Legal Advantage Investments, Inc.35,350
0.1% of portfolio›$640.5K
Oregon Public Employees Retirement Fund34,600
0.0% of portfolio›$627.0K
Nisa Investment Advisors, LLC34,510
0.0% of portfolio›$625.3K
Wilmington Savings Fund Society, FSB34,426
0.0% of portfolio›$623.8K
Williams Jones Wealth Management, Llc.30,259
0.0% of portfolio›$548.3K
Pictet Asset Management Holding SA26,893
0.0% of portfolio›$487.3K
Oppenheimer & Co Inc26,663
0.0% of portfolio›$483.1K
State of Alaska, Department of Revenue25,878
0.0% of portfolio›$468.0K
Oppenheimer Asset Management Inc.23,907
0.0% of portfolio›$433.2K
Guidance Capital, Inc21,964
0.1% of portfolio›$493.5K
Commonwealth Equity Services, LLC21,680
0.0% of portfolio›$392.9K
Neville Rodie & Shaw Inc21,464
0.0% of portfolio›$389
Gryphon Financial Partners LLC20,721
0.0% of portfolio›$375.5K
Mutual of America Capital Management LLC19,099
0.0% of portfolio›$346.1K
Formidable Asset Management, LLC19,043
0.1% of portfolio›$345.1K
Virginia Retirement Systems ET Al17,100
0.0% of portfolio›$309.9K
CIBC Asset Management Inc16,846
0.0% of portfolio›$305.3K
State of Wyoming16,530
0.0% of portfolio›$299.5K
Cambridge Investment Research Advisors, Inc.15,830
0.0% of portfolio›$287.0K
ASO Group Ltd15,825
0.3% of portfolio›$287.0K
Moran Wealth Management, LLC15,717
0.0% of portfolio›$284.8K
Weatherly Asset Management L. P.15,700
0.0% of portfolio›$284.5K
111 Capital15,507
0.0% of portfolio›$281.0K
Truist Financial Corp13,891
0.0% of portfolio›$251.7K
Cahaba Wealth Management, Inc.13,498
0.0% of portfolio›$244.6K
Clear Harbor Asset Management, LLC13,280
0.0% of portfolio›$240.6K
Granite Investment Partners, LLC13,248
0.0% of portfolio›$240.1K
Facet Wealth, Inc.11,362
0.0% of portfolio›$205.9K
Lipe & Dalton10,916
0.2% of portfolio›$198.0K
Xponance LLC10,729
0.0% of portfolio›$194.4K
First Bank & Trust10,656
0.0% of portfolio›$193.1K
Swiss Life Asset Management Ltd10,448
0.0% of portfolio›$189.3K
Strs Ohio8,251
0.0% of portfolio›$149.5K
CX Institutional7,771
0.0% of portfolio›$141
Toth Financial Advisory Corp7,020
0.0% of portfolio›$127.2K
Covestor Ltd6,583
0.2% of portfolio›$119.0K
KBC Group NV5,431
0.0% of portfolio›$98.0K
Gamma Investing LLC4,569
0.0% of portfolio›$82.8K
Sterling Capital Management LLC4,469
0.0% of portfolio›$81.0K
Parallel Advisors, LLC4,418
0.0% of portfolio›$80.1K
TD Waterhouse Canada Inc.3,342
0.0% of portfolio›$61.8K
Mcdonald Partners LLC3,092
0.0% of portfolio›$56.0K
Farther Finance Advisors, LLC2,485
0.0% of portfolio›$45.0K
Signaturefd, LLC2,349
0.0% of portfolio›$42.6K
Pinnacle Wealth Planning Services, Inc.2,191
0.0% of portfolio›$39.7K
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,174
0.0% of portfolio›$39.4K
Asset Planning,Inc1,793
0.0% of portfolio›$32.5K
Washington Trust Advisors, Inc.1,598
0.0% of portfolio›$29.0K
Financial Consulate, Inc1,566
0.0% of portfolio›$28.4K
Nfsg Corp1,350
0.0% of portfolio›$24.5K
EverSource Wealth Advisors, LLC1,267
0.0% of portfolio›$23.0K
Root Financial Partners, LLC1,217
0.0% of portfolio›$22.1K
Salomon & Ludwin, LLC1,207
0.0% of portfolio›$21.9K
Blue Trust, Inc.1,142
0.0% of portfolio›$20.7K
Reyes Financial Architecture, Inc.821
0.0% of portfolio›$14.9K
IFP Advisors, Inc722
0.0% of portfolio›$13.1K
Sfam, LLC487
0.0% of portfolio›$8.8K
Global Trust Asset Management, LLC440
0.0% of portfolio›$8.0K
CoreCap Advisors, LLC374
0.0% of portfolio›$6.8K
Parkside Financial Bank & Trust364
0.0% of portfolio›$6.6K
Bare Financial Services, Inc359
0.0% of portfolio›$6.5K
Pinnacle Bancorp, Inc.326
0.0% of portfolio›$5.9K
Private Trust Co NA315
0.0% of portfolio›$5.7K
Moisand Fitzgerald Tamayo, LLC314
0.0% of portfolio›$5.7K
SJS Investment Consulting Inc.311
0.0% of portfolio›$5.6K
Golden State Wealth Management, LLC306
0.0% of portfolio›$5.5K
Murphy & Mullick Capital Management Corp283
0.0% of portfolio›$5.1K
Oakworth Capital, Inc.271
0.0% of portfolio›$4.9K
TD Private Client Wealth LLC248
0.0% of portfolio›$4.5K
Financial Management Professionals, Inc.228
0.0% of portfolio›$4.1K
Old Second National Bank of Aurora212
0.0% of portfolio›$3.8K
SBI Securities Co., Ltd.204
0.0% of portfolio›$3.7K
Elevation Wealth Partners, LLC197
0.0% of portfolio›$3.6K
Nova Financial LLC194
0.0% of portfolio›$3.5K
Elyxium Wealth, LLC180
0.0% of portfolio›$3.3K
Elevated Capital Advisors, LLC177
0.0% of portfolio›$3.2K
True Wealth Design, LLC174
0.0% of portfolio›$3.2K
Assetmark, Inc174
0.0% of portfolio›$3.2K
Versant Capital Management, Inc174
0.0% of portfolio›$3.2K
UMB Private Wealth Management, LLC173
0.0% of portfolio›$3.1K
Cromwell Holdings LLC171
0.0% of portfolio›$3.1K
Mitsubishi UFJ Asset Management Co., Ltd.170
0.0% of portfolio›$3.1K
Atlantic Edge Private Wealth Management, LLC164
0.0% of portfolio›$3.0K
Private Wealth Management Group, LLC151
0.0% of portfolio›$2.7K
Y.D. More Investments Ltd151
0.0% of portfolio›$2.7K
Harbor Investment Advisory, LLC149
0.0% of portfolio›$2.7K
Farmers & Merchants Investments Inc139
0.0% of portfolio›$2.5K
Creative Capital Management Investments LLC123
0.0% of portfolio›$2.2K
Mather Group, Llc.120
0.0% of portfolio›$2.2K
Roxbury Financial LLC118
0.0% of portfolio›$2.1K
MassMutual Private Wealth & Trust, FSB109
0.0% of portfolio›$2.0K
Grove Bank & Trust108
0.0% of portfolio›$2.0K
Highline Wealth Partners LLC108
0.0% of portfolio›$2.0K
Fortitude Family Office, LLC100
0.0% of portfolio›$1.8K
Essential Partners LLC99
0.0% of portfolio›$1.8K
Rosenberg Matthew Hamilton99
0.0% of portfolio›$1.8K
Brown, Lisle Ings, Inc.98
0.0% of portfolio›$1.8K
Evolution Wealth Management Inc.88
0.0% of portfolio›$1.6K
Gilpin Wealth Management, LLC86
0.0% of portfolio›$1.6K
Provenance Wealth Advisors, LLC79
0.0% of portfolio›$1.4K
Hughes Financial Services, LLC69
0.0% of portfolio›$1.5K
Owl Creek Wealth Partners LLC65
0.0% of portfolio›$1.2K
High Note Wealth, LLC63
0.0% of portfolio›$1.1K
JFS Wealth Advisors, LLC44
0.0% of portfolio›$798
Kozak & Associates, Inc.44
0.0% of portfolio›$954
Nvest Wealth Strategies, Inc.37
0.0% of portfolio›$671
MV Capital Management, Inc.34
0.0% of portfolio›$617
Bell Investment Advisors, Inc34
0.0% of portfolio›$617
Creative Financial Designs Inc33
0.0% of portfolio›$598
Bokf, NA33
0.0% of portfolio›$598
GK Wealth Management LLC29
0.0% of portfolio›$525
First Pacific Financial26
0.0% of portfolio›$472
Marquette Asset Management, LLC25
0.0% of portfolio›$453
Eastern Bank20
0.0% of portfolio›$362
Phillip James Consulting Co.18
0.0% of portfolio›$326
Ascentis Wealth Management, LLC16
0.0% of portfolio›$289
Compagnie Lombard Odier SCmA15
0.0% of portfolio›$272
DiNuzzo Private Wealth, Inc.14
0.0% of portfolio›$254
Manchester Capital Management LLC14
0.0% of portfolio›$254
Balance Wealth Partners LLC14
0.0% of portfolio›$249
Compass Wealth Management LLC13
0.0% of portfolio›$236
Bay Harbor Wealth Management, LLC13
0.0% of portfolio›$236
Arlington Trust Co LLC11
0.0% of portfolio›$199
Rakuten Securities, Inc.10
0.0% of portfolio›$181
Torren Management, LLC9
0.0% of portfolio›$163
Heritage Family Offices, LLP7
0.0% of portfolio›$127
Physician Wealth Advisors, Inc.7
0.0% of portfolio›$127
DecisionPoint Financial, LLC7
0.0% of portfolio›$130
Ashurst Perkins Coie Trust Co7
0.0% of portfolio›$126
Abound Wealth Management5
0.0% of portfolio›$91
Louisbourg Investments Inc.5
0.0% of portfolio›$91
Wilkerson Advisory Group LLC4
0.0% of portfolio›$72
Maseco LLP4
0.0% of portfolio›$73
Morton Brown Family Wealth, LLC4
0.0% of portfolio›$72
Maryland Capital Advisors Inc.3
0.0% of portfolio›$55
Archer Investment Corp3
0.0% of portfolio›$56
Signature Resources Capital Management, LLC1
0.0% of portfolio›$18
First Horizon Corp1
0.0% of portfolio›$18
Costello Asset Management, Inc1
0.0% of portfolio›$18
Proathlete Wealth Management LLC0
0.0% of portfolio›$0
Birch Financial Group, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
7,210,730$130.7M0.0%IndexLowAustin, TX2026-11-04
Cacti Asset Management LLC
875,097$15.9M0.8%CoreVery LowAtlanta, GA2026-10-01
Segra Capital Management, LLC
774,867$14.0M1.7%Agg GrowthHighPalm Beach, FL2026-10-27
Principal Financial Group Inc
730,842$13.2M0.0%CoreLowDes Moines, IA2026-11-02
Exchange Traded Concepts, LLC
273,214$5.0M0.0%GrowthMediumOklahoma City, OK2026-10-28
OpenArc Corporate Advisory, LLC
175,450$3.2M0.0%GrowthLowAtlanta, GA2026-10-21
North Growth Management Ltd.
175,000$3.2M1.0%GARPLowVancouver, UAE2026-10-20
Wedge Capital Management L L P
168,712$3.1M0.1%ValueMediumCharlotte, NC2026-10-13
Telos Capital Management, Inc.
166,904$3.0M0.3%CoreLowSan Diego, CA2026-11-02
New York State Teachers Retirement System
161,169$2.9M0.0%CoreVery LowAlbany, NY2026-10-22
Bryn Mawr Trust Advisors, LLC
136,998$2.5M0.1%CoreLowPhiladelphia, PA2026-11-04
Mraz, Amerine & Associates, Inc.
106,585$1.9M0.3%Deep ValueLowModesto, CA2026-10-30
Oak Thistle LLC
87,801$1.6M0.1%ValueVery HighNew York, NY2026-10-21
Harbor Capital Advisors, Inc.
80,250$1.5M0.2%ValueHighChicago, IL2026-10-22
Cascade Investment Advisors, Inc.
71,040$1.3M0.7%ValueLowOregon City, OR2026-11-02
Wealth Enhancement Advisory Services, LLC
70,990$1.3M0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
67,149$1.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Louisiana State Employees Retirement System
65,600$1.2M0.0%IndexLowBaton Rouge, LA2026-10-20
Lebenthal Global Advisors, LLC
62,269$1.1M0.2%ETFMediumHauppauge, NY2026-10-28
State of New Jersey Common Pension Fund D
56,909$1.0M0.0%CoreLowTrenton, NJ2026-11-05
Wolverine Asset Management LLC
51,942$941.2K0.0%Deep ValueVery HighChicago, IL2026-11-02
Crestwood Advisors Group, LLC
47,818$866.5K0.0%GrowthLowBoston, MA2026-10-27
Arizona State Retirement System
44,728$810.5K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
42,645$773.0K0.0%CoreVery LowNew York, NY2026-10-23
Citigroup Inc
40,487$733.6K0.0%CoreMediumNew York, NY2026-11-04
Lido Advisors, LLC
40,289$730.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
36,294$657.6K0.0%CoreLowHarrisburg, PA2026-11-03
Yousif Capital Management, LLC
35,825$649.1K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Legal Advantage Investments, Inc.
35,350$640.5K0.1%Agg GrowthLowLos Altos Hills, CA2026-10-13
Oregon Public Employees Retirement Fund
34,600$627.0K0.0%IndexVery LowTigard, OR2026-10-30
Nisa Investment Advisors, LLC
34,510$625.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Wilmington Savings Fund Society, FSB
34,426$623.8K0.0%CoreLowWilmington, DE2026-10-23
Williams Jones Wealth Management, Llc.
30,259$548.3K0.0%GrowthLowNew York, NY2026-11-05
Pictet Asset Management Holding SA
26,893$487.3K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Oppenheimer & Co Inc
26,663$483.1K0.0%CoreLowNew York, NY2026-10-26
State of Alaska, Department of Revenue
25,878$468.0K0.0%CoreVery LowJuneau, AK2026-10-15
Oppenheimer Asset Management Inc.
23,907$433.2K0.0%CoreMediumNew York, NY2026-10-27
Guidance Capital, Inc
21,964$493.5K0.1%ETFMediumLousville, KY2026-11-03
Commonwealth Equity Services, LLC
21,680$392.9K0.0%ETFLowWaltham, MA2026-11-02
Neville Rodie & Shaw Inc
21,464$3890.0%GrowthLowNew York, NY2026-10-05
Gryphon Financial Partners LLC
20,721$375.5K0.0%IndexLowColumbus, OH2026-11-04
Mutual of America Capital Management LLC
19,099$346.1K0.0%IndexLowNew York, NY2026-10-23
Formidable Asset Management, LLC
19,043$345.1K0.1%CoreLowCincinnati, OH2026-11-03
Virginia Retirement Systems ET Al
17,100$309.9K0.0%CoreMediumRichmond, VA2026-10-28
CIBC Asset Management Inc
16,846$305.3K0.0%GARPLowToronto, South Africa2026-11-05
State of Wyoming
16,530$299.5K0.0%ValueHighCheyenne, WY2026-10-28
Cambridge Investment Research Advisors, Inc.
15,830$287.0K0.0%ETFLowFairfield, IA2026-11-02
ASO Group Ltd
15,825$287.0K0.3%ValueVery LowRoad Town, Egypt2026-11-05
Moran Wealth Management, LLC
15,717$284.8K0.0%CoreMediumNaples, FL2026-10-22
Weatherly Asset Management L. P.
15,700$284.5K0.0%GrowthVery LowDel Mar, CA2026-10-20
111 Capital
15,507$281.0K0.0%CoreVery HighParis, India2026-11-03
Truist Financial Corp
13,891$251.7K0.0%CoreLowCharlotte, NC2026-10-30
Cahaba Wealth Management, Inc.
13,498$244.6K0.0%ETFVery LowAtlanta, GA2026-10-26
Clear Harbor Asset Management, LLC
13,280$240.6K0.0%CoreLowStamford, CT2026-11-05
Granite Investment Partners, LLC
13,248$240.1K0.0%CoreMediumEl Segundo, CA2026-11-04
Facet Wealth, Inc.
11,362$205.9K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Lipe & Dalton
10,916$198.0K0.2%CoreLowSyracuse, NY2026-10-15
Xponance LLC
10,729$194.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
First Bank & Trust
10,656$193.1K0.0%CoreLowBrookings, SD2026-10-19
Swiss Life Asset Management Ltd
10,448$189.3K0.0%CoreLowZurich, Switzerland2026-11-03
Strs Ohio
8,251$149.5K0.0%CoreMediumColumbus, OH2026-10-30
CX Institutional
7,771$1410.0%CoreMediumAuburn, IN2026-10-02
Toth Financial Advisory Corp
7,020$127.2K0.0%CoreLowLeesburg, VA2026-10-08
Covestor Ltd
6,583$119.0K0.2%ValueHighLondon, United Kingdom2026-10-30
KBC Group NV
5,431$98.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Gamma Investing LLC
4,569$82.8K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
4,469$81.0K0.0%GARPMediumCharlotte, NC2026-10-22
Parallel Advisors, LLC
4,418$80.1K0.0%IndexLowSan Francisco, CA2026-11-03
TD Waterhouse Canada Inc.
3,342$61.8K0.0%CoreLowToronto, Australia2026-10-16
Mcdonald Partners LLC
3,092$56.0K0.0%CoreLowCleveland, OH2026-11-03
Farther Finance Advisors, LLC
2,485$45.0K0.0%IndexLowSan Francisco, CA2026-10-08
Signaturefd, LLC
2,349$42.6K0.0%IndexLowAtlanta, GA2026-10-23
Pinnacle Wealth Planning Services, Inc.
2,191$39.7K0.0%GARPLowMansfield, OH2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
2,174$39.4K0.0%GrowthVery LowBoston, MA2026-10-23
Asset Planning,Inc
1,793$32.5K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Washington Trust Advisors, Inc.
1,598$29.0K0.0%GrowthLowWellesley, MA2026-10-22
Financial Consulate, Inc
1,566$28.4K0.0%ETFLowHunt Valley, MD2026-10-23
Nfsg Corp
1,350$24.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
EverSource Wealth Advisors, LLC
1,267$23.0K0.0%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
1,217$22.1K0.0%ETFMediumEncinitas, CA2026-10-21
Salomon & Ludwin, LLC
1,207$21.9K0.0%ETFVery LowRichmond, VA2026-10-29
Blue Trust, Inc.
1,142$20.7K0.0%ETFLowBrentwood, TN2026-10-15
Reyes Financial Architecture, Inc.
821$14.9K0.0%ETFVery HighSan Diego, CA2026-10-22
IFP Advisors, Inc
722$13.1K0.0%GrowthLowTampa, FL2026-10-16
Sfam, LLC
487$8.8K0.0%ETFVery LowElmhurst, IL2026-11-03
Global Trust Asset Management, LLC
440$8.0K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
CoreCap Advisors, LLC
374$6.8K0.0%ETFMediumSouthfield, MI2026-10-08
Parkside Financial Bank & Trust
364$6.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Bare Financial Services, Inc
359$6.5K0.0%ETFVery LowGap, PA2026-11-04
Pinnacle Bancorp, Inc.
326$5.9K0.0%CoreVery LowBeatrice, NE2026-10-21
Private Trust Co NA
315$5.7K0.0%CoreLowCleveland, OH2026-10-20
Moisand Fitzgerald Tamayo, LLC
314$5.7K0.0%ETFVery LowOrlando, FL2026-10-15
SJS Investment Consulting Inc.
311$5.6K0.0%ETFVery LowSylvania, OH2026-10-26
Golden State Wealth Management, LLC
306$5.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Murphy & Mullick Capital Management Corp
283$5.1K0.0%GrowthLowSmithtown, NY2026-11-02
Oakworth Capital, Inc.
271$4.9K0.0%ETFLowBirmingham, AL2026-10-26
TD Private Client Wealth LLC
248$4.5K0.0%ETFLowNew York, NY2026-10-28
Financial Management Professionals, Inc.
228$4.1K0.0%ETFMediumAustin, TX2026-10-23
Old Second National Bank of Aurora
212$3.8K0.0%CoreLowAurora, IL2026-10-22
SBI Securities Co., Ltd.
204$3.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Elevation Wealth Partners, LLC
197$3.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Nova Financial LLC
194$3.5K0.0%N/AN/ATucson, AZ2026-11-04
Elyxium Wealth, LLC
180$3.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Elevated Capital Advisors, LLC
177$3.2K0.0%ETFMediumSandy, UT2026-11-04
True Wealth Design, LLC
174$3.2K0.0%ETFMediumAkron, OH2026-10-13
Assetmark, Inc
174$3.2K0.0%ETFLowConcord, CA2026-10-21
Versant Capital Management, Inc
174$3.2K0.0%GARPLowPhoenix, AZ2026-10-02
UMB Private Wealth Management, LLC
173$3.1K0.0%GrowthN/AKansas City, MO2026-10-19
Cromwell Holdings LLC
171$3.1K0.0%IndexLowJackson, WY2026-10-28
Mitsubishi UFJ Asset Management Co., Ltd.
170$3.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Atlantic Edge Private Wealth Management, LLC
164$3.0K0.0%CoreLowJacksonville, FL2026-10-20
Private Wealth Management Group, LLC
151$2.7K0.0%ETFLowPrinceton, NJ2026-10-19
Y.D. More Investments Ltd
151$2.7K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Harbor Investment Advisory, LLC
149$2.7K0.0%GrowthLowLutherville, MD2026-10-13
Farmers & Merchants Investments Inc
139$2.5K0.0%CoreVery LowLincoln, NE2026-10-22
Creative Capital Management Investments LLC
123$2.2K0.0%ETFLowSan Diego, CA2026-10-28
Mather Group, Llc.
120$2.2K0.0%ETFMediumChicago, IL2026-10-14
Roxbury Financial LLC
118$2.1K0.0%CoreVery LowMount Arlington, NJ2026-10-01
MassMutual Private Wealth & Trust, FSB
109$2.0K0.0%CoreLowSpringfield, MA2026-10-05
Grove Bank & Trust
108$2.0K0.0%ETFLowMiami, FL2026-10-08
Highline Wealth Partners LLC
108$2.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Fortitude Family Office, LLC
100$1.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Essential Partners LLC
99$1.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Rosenberg Matthew Hamilton
99$1.8K0.0%ETFVery LowGrand Junction, CO2026-10-05
Brown, Lisle Ings, Inc.
98$1.8K0.0%CoreVery LowProvidence, RI2026-10-16
Evolution Wealth Management Inc.
88$1.6K0.0%ETFMediumFort Myers, FL2026-10-28
Gilpin Wealth Management, LLC
86$1.6K0.0%GrowthLowDenver, CO2026-10-09
Provenance Wealth Advisors, LLC
79$1.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Hughes Financial Services, LLC
69$1.5K0.0%ETFLowHerndon, VA2026-10-30
Owl Creek Wealth Partners LLC
65$1.2K0.0%IndexLowGreenwood Village, CO2026-10-20
High Note Wealth, LLC
63$1.1K0.0%ETFVery LowDeephaven, MN2026-10-27
JFS Wealth Advisors, LLC
44$7980.0%ETFVery LowHermitage, PA2026-11-03
Kozak & Associates, Inc.
44$9540.0%ETFLowHighlands Ranch, CO2026-10-29
Nvest Wealth Strategies, Inc.
37$6710.0%ETFVery LowPowell, OH2026-10-14
MV Capital Management, Inc.
34$6170.0%ETFLowBethesda, MD2026-10-29
Bell Investment Advisors, Inc
34$6170.0%ETFVery LowOrinda, CA2026-10-29
Creative Financial Designs Inc
33$5980.0%ETFMediumKokomo, IN2026-11-04
Bokf, NA
33$5980.0%CoreLowTulsa, OK2026-10-27
GK Wealth Management LLC
29$5250.0%GARPVery HighReno, NV2026-10-09
First Pacific Financial
26$4720.0%ETFLowVancouver, WA2026-10-14
Marquette Asset Management, LLC
25$4530.0%ETFVery LowMinneapolis, MN2026-10-09
Eastern Bank
20$3620.0%GrowthMediumBoston, MA2026-10-05
Phillip James Consulting Co.
18$3260.0%ETFVery HighPlymouth, MN2026-11-03
Ascentis Wealth Management, LLC
16$2890.0%Agg GrowthLowDallas, TX2026-11-03
Compagnie Lombard Odier SCmA
15$2720.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
DiNuzzo Private Wealth, Inc.
14$2540.0%ETFLowBeaver, PA2026-10-16
Manchester Capital Management LLC
14$2540.0%CoreLowManchester, VT2026-10-22
Balance Wealth Partners LLC
14$2490.0%ETFMediumWorthington, OH2026-10-27
Compass Wealth Management LLC
13$2360.0%GARPLowGuilford, CT2026-10-22
Bay Harbor Wealth Management, LLC
13$2360.0%ETFMediumHunt Valley, MD2026-11-03
Arlington Trust Co LLC
11$1990.0%ETFMediumBirmingham, AL2026-10-20
Rakuten Securities, Inc.
10$1810.0%Agg GrowthHighTokyo, Mexico2026-11-02
Torren Management, LLC
9$1630.0%ETFMediumSan Diego, CA2026-10-29
Heritage Family Offices, LLP
7$1270.0%GrowthHighScottsdale, AZ2026-11-02
Physician Wealth Advisors, Inc.
7$1270.0%ETFMediumMidvale, UT2026-10-20
DecisionPoint Financial, LLC
7$1300.0%ETFVery LowMesa, AZ2026-10-27
Ashurst Perkins Coie Trust Co
7$1260.0%CoreVery LowSeattle, WA2026-10-15
Abound Wealth Management
5$910.0%ETFVery LowFranklin, TN2026-10-26
Louisbourg Investments Inc.
5$910.0%GARPMediumDieppe, Armenia2026-10-20
Wilkerson Advisory Group LLC
4$720.0%ETFMediumColumbia, MO2026-10-20
Maseco LLP
4$730.0%ETFVery LowLondon, United Kingdom2026-10-27
Morton Brown Family Wealth, LLC
4$720.0%ETFVery LowAllentown, PA2026-10-23
Maryland Capital Advisors Inc.
3$550.0%ETFVery LowChester, MD2026-10-15
Archer Investment Corp
3$560.0%CoreMediumCarmel, IN2026-11-05
Signature Resources Capital Management, LLC
1$180.0%ETFLowNewport Beach, CA2026-10-16
First Horizon Corp
1$180.0%CoreLowMemphis, TN2026-10-26
Costello Asset Management, Inc
1$180.0%CoreLowFeasterville, PA2026-10-30
Proathlete Wealth Management LLC
0$00.0%ETFVery LowBoca Raton, FL2026-10-15
Birch Financial Group, LLC
0$00.0%CoreLowKeene, NH2026-10-27