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Applied Digital Corp (APLD)

CUSIP: 038169207 | NYSE | Technology · Information Technology Services | Mid Cap | 929 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
13D/AWesley Cummins22,042,4877.6%+888,437Jul 7, 2026No 13F filer matched
13D/AWesley Cummins22,042,487
7.6% of class · Jul 7, 2026+888,437
No 13F filer matched

Institutional Holders — Q3 2026

Equitec Proprietary Markets, LLC8,373,964
51.0% of portfolio›$204.1M
Bank of New York Mellon Corp732,103
0.0% of portfolio›$17.8M
Imc-Chicago, LLC600,017
0.0% of portfolio›$14.6M
Hunter Associates Investment Management LLC466,201
2.5% of portfolio›$11.4M
Citigroup Inc454,002
0.0% of portfolio›$11.1M
Thor Investment Management Inc282,257
3.9% of portfolio›$6.9M
Spear Advisors LLC227,696
2.4% of portfolio›$5.5M
Simplex Trading, LLC197,451
0.0% of portfolio›$4.8M
Commonwealth Equity Services, LLC186,096
0.0% of portfolio›$4.5M
Kestra Advisory Services, LLC168,169
0.0% of portfolio›$4.1M
McGuire Investment Group, LLC158,724
0.3% of portfolio›$3.9M
Cannon Capital Management, Inc.151,060
2.6% of portfolio›$3.7M
Mirae Asset Global Investments Co., Ltd.150,432
0.0% of portfolio›$3.7M
AGP Franklin, LLC150,089
1.6% of portfolio›$3.7M
Tactive Advisors, LLC141,635
0.8% of portfolio›$3.5M
Cambridge Investment Research Advisors, Inc.134,978
0.0% of portfolio›$3.3M
Exchange Traded Concepts, LLC129,584
0.0% of portfolio›$3.2M
Dilation Capital Management LP123,560
1.5% of portfolio›$3.0M
CenterBook Partners LP117,790
0.1% of portfolio›$2.9M
Summit Securities Group LLC115,527
0.3% of portfolio›$2.8M
Kestra Private Wealth Services, LLC113,789
0.0% of portfolio›$2.8M
Creative Planning109,406
0.0% of portfolio›$2.7M
Royal Fund Management, LLC97,950
0.2% of portfolio›$2.4M
Dimensional Fund Advisors LP95,038
0.0% of portfolio›$2.3M
Register Financial Advisors LLC85,600
0.7% of portfolio›$2.1M
State of New Jersey Common Pension Fund D84,822
0.0% of portfolio›$2.1M
Perigon Wealth Management, LLC83,027
0.0% of portfolio›$2.0M
Mitsubishi UFJ Asset Management Co., Ltd.80,136
0.0% of portfolio›$2.0M
B. Riley Wealth Advisors, Inc.75,349
0.1% of portfolio›$1.8M
Arizona State Retirement System72,434
0.0% of portfolio›$1.8M
Hennion & Walsh Asset Management, Inc.71,124
0.1% of portfolio›$1.7M
Timothy G. Youngquist 2020 Irrevocable Trust70,000
0.3% of portfolio›$1.7M
Clear Creek Financial Management, LLC67,535
0.1% of portfolio›$1.6M
Caitong International Asset Management Co., Ltd64,947
0.2% of portfolio›$1.6M
Whitaker-Myers Wealth Managers, Ltd.63,137
0.3% of portfolio›$1.5M
UniSuper Management Pty Ltd60,380
0.0% of portfolio›$1.5M
Knights of Columbus Asset Advisors LLC60,058
0.1% of portfolio›$1.5M
Pension & Wealth Management Advisors, Inc.57,904
0.3% of portfolio›$1.4M
International Assets Investment Management, LLC57,065
0.1% of portfolio›$1.4M
Prime Capital Investment Advisors, LLC51,837
0.0% of portfolio›$1.3M
Two Seas Capital LP50,000
0.0% of portfolio›$1.2M
International Private Wealth Advisors LLC49,674
0.5% of portfolio›$1.2M
Vontobel Holding Ltd.47,877
0.0% of portfolio›$1.2M
Pictet Asset Management Holding SA46,904
0.0% of portfolio›$1.1M
SBI Securities Co., Ltd.37,333
0.0% of portfolio›$909.8K
Nisa Investment Advisors, LLC34,401
0.0% of portfolio›$838.4K
Inspire Investing, LLC32,589
0.0% of portfolio›$794.2K
Wolverine Asset Management LLC32,272
0.0% of portfolio›$786.5K
Mission Wealth Management, LP31,354
0.0% of portfolio›$764.1K
Yorktown Management & Research Co Inc30,350
0.5% of portfolio›$739.6K
Balboa Wealth Partners27,574
0.1% of portfolio›$672.0K
Concurrent Investment Advisors, LLC26,290
0.0% of portfolio›$640.7K
M.E. Allison & Co., Inc.26,000
0.4% of portfolio›$633.6K
Quad-Cities Investment Group, LLC25,600
0.2% of portfolio›$623.9K
Axxcess Wealth Management, LLC25,164
0.0% of portfolio›$613.2K
Virginia Retirement Systems ET Al25,100
0.0% of portfolio›$611.7K
Truist Financial Corp24,483
0.0% of portfolio›$596.7K
TrueWealth Advisors, LLC21,965
0.1% of portfolio›$535.3K
Crumly & Associates Inc.21,270
0.1% of portfolio›$518.4K
Krilogy Financial LLC21,228
0.0% of portfolio›$493.5K
Bison Wealth, LLC20,110
0.0% of portfolio›$467.6K
SteelPeak Wealth, LLC19,198
0.0% of portfolio›$467.9K
AlphaCore Capital LLC18,447
0.0% of portfolio›$449.6K
Covestor Ltd18,134
0.8% of portfolio›$442.0K
Xponance LLC18,120
0.0% of portfolio›$441.6K
Ethic Inc.18,104
0.0% of portfolio›$441.2K
Themes Management Co LLC17,857
0.3% of portfolio›$435.2K
Flagship Harbor Advisors, LLC17,608
0.0% of portfolio›$429.1K
Clark Financial Services Group Inc17,362
0.2% of portfolio›$423.1K
Wealth Enhancement Advisory Services, LLC16,835
0.0% of portfolio›$401.5K
MRA Advisory Group16,717
0.2% of portfolio›$407.4K
Sentinel Trust Co LBA16,650
0.1% of portfolio›$406.0K
Kingswood Wealth Advisors, LLC16,290
0.0% of portfolio›$397.0K
Allspring Global Investments Holdings, LLC16,195
0.0% of portfolio›$391.3K
Maryland State Retirement & Pension System16,146
0.0% of portfolio›$393.5K
Colonial River Investments, LLC16,103
0.1% of portfolio›$392.4K
Swiss Life Asset Management Ltd15,998
0.0% of portfolio›$389.9K
Choreo, LLC15,755
0.0% of portfolio›$384.0K
DBA Trading, LLC15,000
0.6% of portfolio›$365.6K
Benin Management Corp14,600
0.1% of portfolio›$355.8K
Activest Wealth Management14,455
0.1% of portfolio›$352.3K
Farther Finance Advisors, LLC13,930
0.0% of portfolio›$339.5K
Victory Financial Group, LLC13,867
0.0% of portfolio›$337.9K
US Bancorp \de\13,419
0.0% of portfolio›$327.0K
Assetmark, Inc13,021
0.0% of portfolio›$317.3K
Apollon Wealth Management, LLC12,943
0.0% of portfolio›$315.4K
Heck Capital Advisors, LLC12,745
0.0% of portfolio›$310.6K
Visionary Wealth Advisors12,497
0.0% of portfolio›$304.6K
Valeo Financial Advisors, LLC12,343
0.0% of portfolio›$300.8K
Leonteq Securities AG11,601
0.0% of portfolio›$282.7K
Amalgamated Bank11,446
0.0% of portfolio›$279.0K
OP Asset Management Ltd11,341
0.0% of portfolio›$276.4K
Americana Partners, LLC11,266
0.0% of portfolio›$274.6K
SLT Holdings LLC11,250
0.2% of portfolio›$274.2K
Mann Financial Group, Inc.11,000
0.2% of portfolio›$268.1K
Integrity Alliance, Llc.10,322
0.0% of portfolio›$251.5K
Blueprint Investment Partners LLC10,086
0.0% of portfolio›$245.8K
Blueprint Financial Advisors LLC10,086
0.0% of portfolio›$245.8K
Aire Advisors, LLC10,000
0.0% of portfolio›$243.7K
Verus Capital Partners, LLC9,980
0.0% of portfolio›$243.2K
Dynamic Advisor Solutions LLC9,695
0.0% of portfolio›$236.3K
Shelton Wealth Management, LLC9,591
0.1% of portfolio›$233.7K
Mayfair Advisory Group, LLC9,282
0.1% of portfolio›$226.2K
CIBC Asset Management Inc8,837
0.0% of portfolio›$215.4K
E&G Advisors, LLC8,550
0.0% of portfolio›$208.4K
Abel Hall, LLC8,504
0.0% of portfolio›$207.2K
Meadowbrook Wealth Management, LLC8,258
0.2% of portfolio›$201.2K
Sterling Capital Management LLC7,495
0.0% of portfolio›$182.7K
KBC Group NV7,450
0.0% of portfolio›$182.0K
IFP Advisors, Inc6,269
0.0% of portfolio›$152.8K
State of Wyoming6,230
0.0% of portfolio›$151.8K
TD Waterhouse Canada Inc.6,117
0.0% of portfolio›$148.0K
Omega Financial Group, LLC5,734
0.0% of portfolio›$139.7K
Rakuten Securities, Inc.5,276
0.0% of portfolio›$128.6K
Jacobi Capital Management LLC5,170
0.0% of portfolio›$126.0K
Ascentis Independent Advisors5,073
0.0% of portfolio›$123.6K
Pinnacle Wealth Planning Services, Inc.4,061
0.0% of portfolio›$99.0K
Nfsg Corp3,603
0.0% of portfolio›$87.8K
Strs Ohio3,569
0.0% of portfolio›$87.0K
Spire Wealth Management3,344
0.0% of portfolio›$81.5K
DekaBank Deutsche Girozentrale3,317
0.0% of portfolio›$81.0K
Parallel Advisors, LLC3,295
0.0% of portfolio›$80.3K
Gamma Investing LLC2,983
0.0% of portfolio›$72.7K
Signaturefd, LLC2,960
0.0% of portfolio›$72.1K
Center for Financial Planning, Inc.2,565
0.0% of portfolio›$62.5K
CoreCap Advisors, LLC2,194
0.0% of portfolio›$53.5K
Root Financial Partners, LLC2,115
0.0% of portfolio›$51.5K
Private Trust Co NA2,000
0.0% of portfolio›$48.7K
CrossGen Wealth, LLC1,755
0.0% of portfolio›$42.8K
Elevation Wealth Partners, LLC1,689
0.0% of portfolio›$41.2K
Creative Financial Designs Inc1,592
0.0% of portfolio›$38.8K
FNY Investment Advisers, LLC1,476
0.0% of portfolio›$35
Physician Wealth Advisors, Inc.1,406
0.0% of portfolio›$34.3K
Fulcrum Asset Management LLP1,398
0.0% of portfolio›$35.5K
Compass Financial Management LLC1,335
0.0% of portfolio›$32.5K
Rossby Financial, LCC1,170
0.0% of portfolio›$28.5K
Gables Capital Management Inc.1,150
0.0% of portfolio›$28.0K
Vermillion Wealth Management, Inc.1,000
0.0% of portfolio›$24.4K
Pittenger & Anderson Inc1,000
0.0% of portfolio›$24.4K
Miller Wealth Advisors, LLC1,000
0.0% of portfolio›$24.4K
Albion Financial Group1,000
0.0% of portfolio›$24.4K
BI Asset Management Fondsmaeglerselskab A/S877
0.0% of portfolio›$21
Noble Wealth Management PBC800
0.0% of portfolio›$19.5K
Grove Bank & Trust727
0.0% of portfolio›$17.7K
Larson Financial Group LLC694
0.0% of portfolio›$16.9K
Acumen Wealth Advisors, LLC650
0.0% of portfolio›$15.8K
Bear Mountain Capital, Inc.600
0.0% of portfolio›$10.8K
Vision Financial Markets LLC595
0.0% of portfolio›$14.4K
Financial Management Professionals, Inc.589
0.0% of portfolio›$14.4K
Armstrong Advisory Group, Inc577
0.0% of portfolio›$14.1K
GoalVest Advisory LLC530
0.0% of portfolio›$12.9K
Versant Capital Management, Inc519
0.0% of portfolio›$12.6K
WPG Advisers, LLC515
0.0% of portfolio›$12.6K
Mcdonald Partners LLC500
0.0% of portfolio›$12.2K
Laurel Wealth Advisors LLC500
0.0% of portfolio›$12.2K
Fifth Third Bancorp384
0.0% of portfolio›$9.4K
Caldwell Trust Co350
0.0% of portfolio›$8.5K
Adirondack Trust Co345
0.0% of portfolio›$8.4K
Capital Advisors, Ltd. LLC336
0.0% of portfolio›$8
Parkside Financial Bank & Trust325
0.0% of portfolio›$7.9K
Golden State Wealth Management, LLC305
0.0% of portfolio›$7.4K
Evolution Wealth Management Inc.300
0.0% of portfolio›$7.3K
Lanark Financial, Inc.300
0.0% of portfolio›$7.3K
Security National Bank261
0.0% of portfolio›$6.4K
Financial Consulate, Inc259
0.0% of portfolio›$6.3K
Bell Investment Advisors, Inc236
0.0% of portfolio›$5.8K
TrinityBridge Ltd210
0.0% of portfolio›$5
Aspect Partners, LLC207
0.0% of portfolio›$5.0K
Owl Creek Wealth Partners LLC202
0.0% of portfolio›$4.9K
GK Wealth Management LLC200
0.0% of portfolio›$4.9K
Rydar Equities, Inc.200
0.0% of portfolio›$4.8K
PFS Partners, LLC200
0.0% of portfolio›$4.9K
Intesa Sanpaolo Wealth Management199
0.0% of portfolio›$4.8K
Wealth Enhancement Trust Services, Inc.152
0.0% of portfolio›$3.7K
Signature Resources Capital Management, LLC150
0.0% of portfolio›$3.7K
Nova Financial LLC150
0.0% of portfolio›$3.7K
Triumph Capital Management149
0.0% of portfolio›$3.6K
First Horizon Corp139
0.0% of portfolio›$3.4K
Pathway Financial Advisers, LLC132
0.0% of portfolio›$3.2K
Blue Trust, Inc.120
0.0% of portfolio›$2.9K
Gen-Wealth Partners Inc110
0.0% of portfolio›$2.7K
Avion Wealth104
0.0% of portfolio›$2
MassMutual Private Wealth & Trust, FSB101
0.0% of portfolio›$2.5K
Chung Wu Investment Group, LLC100
0.0% of portfolio›$2.4K
Next Level Wealth Planning, LLC100
0.0% of portfolio›$2.4K
Harbor Investment Advisory, LLC100
0.0% of portfolio›$2.4K
RHL Group, LLC100
0.0% of portfolio›$2.4K
Polaris Financial Partners97
0.0% of portfolio›$2
Cromwell Holdings LLC88
0.0% of portfolio›$2.1K
Quest 10 Wealth Builders, Inc.82
0.0% of portfolio›$2.0K
Tsfg, LLC75
0.0% of portfolio›$2
Fortitude Family Office, LLC74
0.0% of portfolio›$1.8K
Elyxium Wealth, LLC67
0.0% of portfolio›$1.6K
Bare Financial Services, Inc64
0.0% of portfolio›$1.6K
Hughes Financial Services, LLC62
0.0% of portfolio›$1.2K
Marquette Asset Management, LLC56
0.0% of portfolio›$1.4K
Marshall & Sterling Wealth Advisors Inc.50
0.0% of portfolio›$1.2K
TD Private Client Wealth LLC50
0.0% of portfolio›$1.2K
UMB Private Wealth Management, LLC46
0.0% of portfolio›$1.1K
Bullock Wealth Management Group35
0.0% of portfolio›$846
Redwood Park Advisors LLC33
0.0% of portfolio›$805
EverSource Wealth Advisors, LLC30
0.0% of portfolio›$731
John Boyer, Inc.30
0.0% of portfolio›$731
Tradewinds Capital Management, LLC25
0.0% of portfolio›$610
Provenance Wealth Advisors, LLC25
0.0% of portfolio›$609
Strategic Advocates LLC25
0.0% of portfolio›$609
TFC Financial Management, Inc.22
0.0% of portfolio›$537
Thurston, Springer, Miller, Herd & Titak, Inc.20
0.0% of portfolio›$487
Silver Grove Financial Group, Inc.9
0.0% of portfolio›$219
Kingdom Financial Group Llc.9
0.0% of portfolio›$224
Ascentis Wealth Management, LLC2
0.0% of portfolio›$48
StyleTurnoverLocationFiled
Equitec Proprietary Markets, LLC
8,373,964$204.1M51.0%Agg GrowthVery HighChicago, IL2026-11-04
Bank of New York Mellon Corp
732,103$17.8M0.0%CoreLowNew York, NY2026-11-05
Imc-Chicago, LLC
600,017$14.6M0.0%GARPVery HighChicago, IL2026-11-05
Hunter Associates Investment Management LLC
466,201$11.4M2.5%CoreLowPittsburgh, PA2026-10-26
Citigroup Inc
454,002$11.1M0.0%CoreMediumNew York, NY2026-11-04
Thor Investment Management Inc
282,257$6.9M3.9%ValueLowCincinnati, OH2026-10-13
Spear Advisors LLC
227,696$5.5M2.4%Agg GrowthHighEast Hampton, NY2026-10-27
Simplex Trading, LLC
197,451$4.8M0.0%CoreVery HighChicago, IL2026-11-04
Commonwealth Equity Services, LLC
186,096$4.5M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
168,169$4.1M0.0%CoreLowAustin, TX2026-11-02
McGuire Investment Group, LLC
158,724$3.9M0.3%Agg GrowthLowWakefield, RI2026-10-23
Cannon Capital Management, Inc.
151,060$3.7M2.6%ETFLowSalt Lake City, UT2026-11-03
Mirae Asset Global Investments Co., Ltd.
150,432$3.7M0.0%GrowthLowSeoul, Malaysia2026-11-03
AGP Franklin, LLC
150,089$3.7M1.6%GrowthMediumFranklin, TN2026-11-04
Tactive Advisors, LLC
141,635$3.5M0.8%ETFHighJacksonville, FL2026-10-08
Cambridge Investment Research Advisors, Inc.
134,978$3.3M0.0%ETFLowFairfield, IA2026-11-02
Exchange Traded Concepts, LLC
129,584$3.2M0.0%GrowthMediumOklahoma City, OK2026-10-28
Dilation Capital Management LP
123,560$3.0M1.5%GrowthVery HighNew York, NY2026-10-13
CenterBook Partners LP
117,790$2.9M0.1%ValueVery HighGreenwich, CT2026-11-02
Summit Securities Group LLC
115,527$2.8M0.3%CoreVery HighNew York, NY2026-11-05
Kestra Private Wealth Services, LLC
113,789$2.8M0.0%GrowthLowAustin, TX2026-10-30
Creative Planning
109,406$2.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Royal Fund Management, LLC
97,950$2.4M0.2%GrowthMediumLady Lake, FL2026-10-22
Dimensional Fund Advisors LP
95,038$2.3M0.0%IndexLowAustin, TX2026-11-04
Register Financial Advisors LLC
85,600$2.1M0.7%GARPLowAtlanta, GA2026-10-23
State of New Jersey Common Pension Fund D
84,822$2.1M0.0%CoreLowTrenton, NJ2026-11-05
Perigon Wealth Management, LLC
83,027$2.0M0.0%GrowthLowSan Francisco, CA2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
80,136$2.0M0.0%IndexVery LowTokyo, Mexico2026-11-05
B. Riley Wealth Advisors, Inc.
75,349$1.8M0.1%GrowthLowMemphis, TN2026-10-13
Arizona State Retirement System
72,434$1.8M0.0%IndexVery LowPhoenix, AZ2026-11-03
Hennion & Walsh Asset Management, Inc.
71,124$1.7M0.1%ValueMediumParsippany, NJ2026-10-13
Timothy G. Youngquist 2020 Irrevocable Trust
70,000$1.7M0.3%ETFHighFort Myers, FL2026-10-13
Clear Creek Financial Management, LLC
67,535$1.6M0.1%ETFMediumSilverdale, WA2026-10-28
Caitong International Asset Management Co., Ltd
64,947$1.6M0.2%GrowthVery HighHong Kong, South Korea2026-10-29
Whitaker-Myers Wealth Managers, Ltd.
63,137$1.5M0.3%ETFMediumMansfield, OH2026-10-09
UniSuper Management Pty Ltd
60,380$1.5M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Knights of Columbus Asset Advisors LLC
60,058$1.5M0.1%CoreMediumNew Haven, CT2026-11-05
Pension & Wealth Management Advisors, Inc.
57,904$1.4M0.3%ETFLowWaltham, MA2026-10-16
International Assets Investment Management, LLC
57,065$1.4M0.1%CoreVery HighOrlando, FL2026-11-02
Prime Capital Investment Advisors, LLC
51,837$1.3M0.0%ETFLowOverland Park, KS2026-10-20
Two Seas Capital LP
50,000$1.2M0.0%MomentumMediumRye, NY2026-10-06
International Private Wealth Advisors LLC
49,674$1.2M0.5%CoreMediumSan Diego, CA2026-11-05
Vontobel Holding Ltd.
47,877$1.2M0.0%CoreMediumZurich, Switzerland2026-10-16
Pictet Asset Management Holding SA
46,904$1.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
SBI Securities Co., Ltd.
37,333$909.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Nisa Investment Advisors, LLC
34,401$838.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Inspire Investing, LLC
32,589$794.2K0.0%GARPHighMeridian, ID2026-10-22
Wolverine Asset Management LLC
32,272$786.5K0.0%Deep ValueVery HighChicago, IL2026-11-02
Mission Wealth Management, LP
31,354$764.1K0.0%ETFLowSanta Barbara, CA2026-10-15
Yorktown Management & Research Co Inc
30,350$739.6K0.5%MomentumMediumForest, VA2026-10-28
Balboa Wealth Partners
27,574$672.0K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Concurrent Investment Advisors, LLC
26,290$640.7K0.0%GrowthMediumTampa, FL2026-10-16
M.E. Allison & Co., Inc.
26,000$633.6K0.4%CoreLowSan Antonio, TX2026-10-09
Quad-Cities Investment Group, LLC
25,600$623.9K0.2%CoreLowDavenport, IA2026-10-16
Axxcess Wealth Management, LLC
25,164$613.2K0.0%CoreLowCarlsbad, CA2026-10-21
Virginia Retirement Systems ET Al
25,100$611.7K0.0%CoreMediumRichmond, VA2026-10-28
Truist Financial Corp
24,483$596.7K0.0%CoreLowCharlotte, NC2026-10-30
TrueWealth Advisors, LLC
21,965$535.3K0.1%ETFMediumBirmingham, AL2026-10-09
Crumly & Associates Inc.
21,270$518.4K0.1%ETFMediumSpringfield, IL2026-10-07
Krilogy Financial LLC
21,228$493.5K0.0%GrowthLowSt. Louis, MO2026-10-13
Bison Wealth, LLC
20,110$467.6K0.0%GrowthMediumAtlanta, GA2026-10-13
SteelPeak Wealth, LLC
19,198$467.9K0.0%GrowthHighWoodland Hills, CA2026-10-16
AlphaCore Capital LLC
18,447$449.6K0.0%ETFLowLa Jolla, CA2026-11-04
Covestor Ltd
18,134$442.0K0.8%ValueHighLondon, United Kingdom2026-10-30
Xponance LLC
18,120$441.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Ethic Inc.
18,104$441.2K0.0%CoreLowNew York, NY2026-11-03
Themes Management Co LLC
17,857$435.2K0.3%GARPMediumGreenwich, CT2026-10-29
Flagship Harbor Advisors, LLC
17,608$429.1K0.0%ETFMediumBoston, MA2026-10-26
Clark Financial Services Group Inc
17,362$423.1K0.2%ETFLowChesterfield, MO2026-10-19
Wealth Enhancement Advisory Services, LLC
16,835$401.5K0.0%CoreLowPlymouth, MN2026-10-13
MRA Advisory Group
16,717$407.4K0.2%ETFMediumParsippany, NJ2026-10-07
Sentinel Trust Co LBA
16,650$406.0K0.1%ETFVery LowHouston, TX2026-11-03
Kingswood Wealth Advisors, LLC
16,290$397.0K0.0%GrowthLowSan Diego, CA2026-10-23
Allspring Global Investments Holdings, LLC
16,195$391.3K0.0%CoreMediumCharlotte, NC2026-11-04
Maryland State Retirement & Pension System
16,146$393.5K0.0%IndexVery LowBaltimore, MD2026-11-05
Colonial River Investments, LLC
16,103$392.4K0.1%GrowthMediumMidlothian, VA2026-10-19
Swiss Life Asset Management Ltd
15,998$389.9K0.0%CoreLowZurich, Switzerland2026-11-03
Choreo, LLC
15,755$384.0K0.0%IndexLowRockford, IL2026-10-28
DBA Trading, LLC
15,000$365.6K0.6%Agg GrowthHighFort Lauderdale, FL2026-11-04
Benin Management Corp
14,600$355.8K0.1%CoreVery LowRedding, CT2026-10-22
Activest Wealth Management
14,455$352.3K0.1%ETFLowAventura, FL2026-10-15
Farther Finance Advisors, LLC
13,930$339.5K0.0%IndexLowSan Francisco, CA2026-10-08
Victory Financial Group, LLC
13,867$337.9K0.0%ETFLowAustin, TX2026-10-27
US Bancorp \de\
13,419$327.0K0.0%IndexLowMinneapolis, MN2026-11-05
Assetmark, Inc
13,021$317.3K0.0%ETFLowConcord, CA2026-10-21
Apollon Wealth Management, LLC
12,943$315.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Heck Capital Advisors, LLC
12,745$310.6K0.0%ETFMediumRhinelander, WI2026-10-14
Visionary Wealth Advisors
12,497$304.6K0.0%ETFLowO'Fallon, IL2026-11-04
Valeo Financial Advisors, LLC
12,343$300.8K0.0%ETFLowCarmel, IN2026-10-08
Leonteq Securities AG
11,601$282.7K0.0%CoreHighZurich, Switzerland2026-10-29
Amalgamated Bank
11,446$279.0K0.0%CoreVery LowNew York, NY2026-10-23
OP Asset Management Ltd
11,341$276.4K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Americana Partners, LLC
11,266$274.6K0.0%CoreMediumHouston, TX2026-10-28
SLT Holdings LLC
11,250$274.2K0.2%GrowthMediumScottsdale, AZ2026-10-15
Mann Financial Group, Inc.
11,000$268.1K0.2%ETFLowDetroit Lakes, MN2026-10-15
Integrity Alliance, Llc.
10,322$251.5K0.0%ETFMediumUrbandale, IA2026-10-29
Blueprint Investment Partners LLC
10,086$245.8K0.0%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
10,086$245.8K0.0%GARPMediumGreensboto, NC2026-10-28
Aire Advisors, LLC
10,000$243.7K0.0%ETFVery LowBeverly Hills, CA2026-10-22
Verus Capital Partners, LLC
9,980$243.2K0.0%GrowthLowScottsdale, AZ2026-11-03
Dynamic Advisor Solutions LLC
9,695$236.3K0.0%ETFLowPhoenix, AZ2026-10-13
Shelton Wealth Management, LLC
9,591$233.7K0.1%GrowthMediumFort Worth, TX2026-10-16
Mayfair Advisory Group, LLC
9,282$226.2K0.1%ETFLowBirmingham, AL2026-10-20
CIBC Asset Management Inc
8,837$215.4K0.0%GARPLowToronto, South Africa2026-11-05
E&G Advisors, LLC
8,550$208.4K0.0%ETFVery LowHouston, TX2026-10-13
Abel Hall, LLC
8,504$207.2K0.0%CoreMediumBaton Rouge, LA2026-10-19
Meadowbrook Wealth Management, LLC
8,258$201.2K0.2%GrowthMediumGarden City, NY2026-10-08
Sterling Capital Management LLC
7,495$182.7K0.0%GARPMediumCharlotte, NC2026-10-22
KBC Group NV
7,450$182.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
IFP Advisors, Inc
6,269$152.8K0.0%GrowthLowTampa, FL2026-10-16
State of Wyoming
6,230$151.8K0.0%ValueHighCheyenne, WY2026-10-28
TD Waterhouse Canada Inc.
6,117$148.0K0.0%CoreLowToronto, Australia2026-10-16
Omega Financial Group, LLC
5,734$139.7K0.0%ETFVery LowSanta Barbara, CA2026-10-29
Rakuten Securities, Inc.
5,276$128.6K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Jacobi Capital Management LLC
5,170$126.0K0.0%CoreLowPittston, PA2026-11-05
Ascentis Independent Advisors
5,073$123.6K0.0%ETFLowDallas, TX2026-11-03
Pinnacle Wealth Planning Services, Inc.
4,061$99.0K0.0%GARPLowMansfield, OH2026-10-27
Nfsg Corp
3,603$87.8K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Strs Ohio
3,569$87.0K0.0%CoreMediumColumbus, OH2026-10-30
Spire Wealth Management
3,344$81.5K0.0%GrowthMediumMclean, VA2026-10-30
DekaBank Deutsche Girozentrale
3,317$81.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Parallel Advisors, LLC
3,295$80.3K0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
2,983$72.7K0.0%IndexVery LowFoster City, CA2026-10-08
Signaturefd, LLC
2,960$72.1K0.0%IndexLowAtlanta, GA2026-10-23
Center for Financial Planning, Inc.
2,565$62.5K0.0%ETFLowSouthfied, MI2026-10-26
CoreCap Advisors, LLC
2,194$53.5K0.0%ETFMediumSouthfield, MI2026-10-08
Root Financial Partners, LLC
2,115$51.5K0.0%ETFMediumEncinitas, CA2026-10-21
Private Trust Co NA
2,000$48.7K0.0%CoreLowCleveland, OH2026-10-20
CrossGen Wealth, LLC
1,755$42.8K0.0%CoreVery LowGreenville, NC2026-10-30
Elevation Wealth Partners, LLC
1,689$41.2K0.0%ETFLowWalnut Creek, CA2026-10-07
Creative Financial Designs Inc
1,592$38.8K0.0%ETFMediumKokomo, IN2026-11-04
FNY Investment Advisers, LLC
1,476$350.0%GrowthVery HighNew York, NY2026-10-16
Physician Wealth Advisors, Inc.
1,406$34.3K0.0%ETFMediumMidvale, UT2026-10-20
Fulcrum Asset Management LLP
1,398$35.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
Compass Financial Management LLC
1,335$32.5K0.0%CoreN/ATampa, FL2026-10-30
Rossby Financial, LCC
1,170$28.5K0.0%ETFMediumMelbourne, FL2026-11-05
Gables Capital Management Inc.
1,150$28.0K0.0%GrowthVery LowMiami, FL2026-11-04
Vermillion Wealth Management, Inc.
1,000$24.4K0.0%ValueLowRosemount, MN2026-10-26
Pittenger & Anderson Inc
1,000$24.4K0.0%CoreLowLincoln, NE2026-11-02
Miller Wealth Advisors, LLC
1,000$24.4K0.0%GrowthLowOuray, CO2026-11-02
Albion Financial Group
1,000$24.4K0.0%GrowthLowSalt Lake City, UT2026-10-21
BI Asset Management Fondsmaeglerselskab A/S
877$210.0%CoreMediumKobenhavn, Greece2026-10-22
Noble Wealth Management PBC
800$19.5K0.0%YieldMediumGreenwood Village, CO2026-10-01
Grove Bank & Trust
727$17.7K0.0%ETFLowMiami, FL2026-10-08
Larson Financial Group LLC
694$16.9K0.0%GrowthLowSt Louis, MO2026-11-05
Acumen Wealth Advisors, LLC
650$15.8K0.0%GrowthHighChattanooga, TN2026-11-05
Bear Mountain Capital, Inc.
600$10.8K0.0%ETFLowSeattle, WA2026-11-04
Vision Financial Markets LLC
595$14.4K0.0%CoreLowStamford, CT2026-10-22
Financial Management Professionals, Inc.
589$14.4K0.0%ETFMediumAustin, TX2026-10-23
Armstrong Advisory Group, Inc
577$14.1K0.0%ETFHighNeedham, MA2026-10-09
GoalVest Advisory LLC
530$12.9K0.0%ETFMediumNew York, NY2026-10-02
Versant Capital Management, Inc
519$12.6K0.0%GARPLowPhoenix, AZ2026-10-02
WPG Advisers, LLC
515$12.6K0.0%CoreLowBaltimore, MD2026-10-27
Mcdonald Partners LLC
500$12.2K0.0%CoreLowCleveland, OH2026-11-03
Laurel Wealth Advisors LLC
500$12.2K0.0%CoreVery LowCharlotte, NC2026-10-27
Fifth Third Bancorp
384$9.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Caldwell Trust Co
350$8.5K0.0%GrowthLowVenice, FL2026-10-30
Adirondack Trust Co
345$8.4K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Capital Advisors, Ltd. LLC
336$80.0%ETFLowShaker Heights, OH2026-10-27
Parkside Financial Bank & Trust
325$7.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Golden State Wealth Management, LLC
305$7.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Evolution Wealth Management Inc.
300$7.3K0.0%ETFMediumFort Myers, FL2026-10-28
Lanark Financial, Inc.
300$7.3K0.0%CoreMediumBirmingham, AL2026-10-26
Security National Bank
261$6.4K0.0%GrowthLowOmaha, NE2026-10-26
Financial Consulate, Inc
259$6.3K0.0%ETFLowHunt Valley, MD2026-10-23
Bell Investment Advisors, Inc
236$5.8K0.0%ETFVery LowOrinda, CA2026-10-29
TrinityBridge Ltd
210$50.0%MomentumMediumLondon, United Kingdom2026-10-30
Aspect Partners, LLC
207$5.0K0.0%ETFMediumFairfax, VA2026-10-20
Owl Creek Wealth Partners LLC
202$4.9K0.0%IndexLowGreenwood Village, CO2026-10-20
GK Wealth Management LLC
200$4.9K0.0%GARPVery HighReno, NV2026-10-09
Rydar Equities, Inc.
200$4.8K0.0%CoreVery LowWeatherford, TX2026-10-13
PFS Partners, LLC
200$4.9K0.0%ETFVery LowMine Hill, NJ2026-10-21
Intesa Sanpaolo Wealth Management
199$4.8K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
Wealth Enhancement Trust Services, Inc.
152$3.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Signature Resources Capital Management, LLC
150$3.7K0.0%ETFLowNewport Beach, CA2026-10-16
Nova Financial LLC
150$3.7K0.0%N/AN/ATucson, AZ2026-11-04
Triumph Capital Management
149$3.6K0.0%ETFMediumDenver, CO2026-10-14
First Horizon Corp
139$3.4K0.0%CoreLowMemphis, TN2026-10-26
Pathway Financial Advisers, LLC
132$3.2K0.0%CoreLowAuburn, IN2026-10-27
Blue Trust, Inc.
120$2.9K0.0%ETFLowBrentwood, TN2026-10-15
Gen-Wealth Partners Inc
110$2.7K0.0%CoreLowZeeland, MI2026-11-04
Avion Wealth
104$20.0%ETFLowThe Woodlands, TX2026-11-04
MassMutual Private Wealth & Trust, FSB
101$2.5K0.0%CoreLowSpringfield, MA2026-10-05
Chung Wu Investment Group, LLC
100$2.4K0.0%GrowthMediumSugar Land, TX2026-11-03
Next Level Wealth Planning, LLC
100$2.4K0.0%ETFVery LowMeridian, ID2026-10-29
Harbor Investment Advisory, LLC
100$2.4K0.0%GrowthLowLutherville, MD2026-10-13
RHL Group, LLC
100$2.4K0.0%ETFVery HighHolly, MI2026-11-04
Polaris Financial Partners
97$20.0%GrowthN/AWesterville, OH2026-10-02
Cromwell Holdings LLC
88$2.1K0.0%IndexLowJackson, WY2026-10-28
Quest 10 Wealth Builders, Inc.
82$2.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
Tsfg, LLC
75$20.0%ETFLowLake Forest, IL2026-10-23
Fortitude Family Office, LLC
74$1.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Elyxium Wealth, LLC
67$1.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Bare Financial Services, Inc
64$1.6K0.0%ETFVery LowGap, PA2026-11-04
Hughes Financial Services, LLC
62$1.2K0.0%ETFLowHerndon, VA2026-10-30
Marquette Asset Management, LLC
56$1.4K0.0%ETFVery LowMinneapolis, MN2026-10-09
Marshall & Sterling Wealth Advisors Inc.
50$1.2K0.0%ETFMediumPoughkeepsie, NY2026-10-28
TD Private Client Wealth LLC
50$1.2K0.0%ETFLowNew York, NY2026-10-28
UMB Private Wealth Management, LLC
46$1.1K0.0%GrowthN/AKansas City, MO2026-10-19
Bullock Wealth Management Group
35$8460.0%GrowthLowBloomington, IN2026-10-09
Redwood Park Advisors LLC
33$8050.0%ETFVery LowRedwood City, CA2026-11-02
EverSource Wealth Advisors, LLC
30$7310.0%CoreMediumBirmingham, AL2026-11-04
John Boyer, Inc.
30$7310.0%ETFMediumTampa, FL2026-10-27
Tradewinds Capital Management, LLC
25$6100.0%ETFVery HighBellingham, WA2026-10-23
Provenance Wealth Advisors, LLC
25$6090.0%ETFLowFort Lauderdale, FL2026-10-30
Strategic Advocates LLC
25$6090.0%GrowthLowSacramento, CA2026-11-03
TFC Financial Management, Inc.
22$5370.0%ETFVery LowBoston, MA2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
20$4870.0%GrowthMediumIndianapolis, IN2026-10-14
Silver Grove Financial Group, Inc.
9$2190.0%CoreMediumOrchard Park, NY2026-11-05
Kingdom Financial Group Llc.
9$2240.0%ETFMediumPeoria, AZ2026-11-04
Ascentis Wealth Management, LLC
2$480.0%Agg GrowthLowDallas, TX2026-11-03