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Applied Optoelectronics Inc (AAOI)

CUSIP: 03823U102 | NYSE | Technology · Communication Equipment | Mid Cap | 1077 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
13GVanguard Capital Management LLC4,305,7875.1%New 5%+ stakeSep 30, 20263,363,001 sh (Jun 30, 2026)
13G/ABlackRock, Inc.4,179,7744.9%−163,023Sep 30, 20266,450,270 sh (Jun 30, 2026)
13GVanguard Capital Management LLC4,305,787
5.1% of class · Sep 30, 2026New 5%+ stake
3,363,001 sh (Jun 30, 2026)
13G/ABlackRock, Inc.4,179,774
4.9% of class · Sep 30, 2026−163,023
6,450,270 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Shengqi Capital (Hong Kong) Ltd727,680
20.3% of portfolio›$72.2M
Dimensional Fund Advisors LP320,885
0.0% of portfolio›$31.9M
Imc-Chicago, LLC278,398
0.0% of portfolio›$27.6M
Bank of New York Mellon Corp207,693
0.0% of portfolio›$20.6M
Fund Resources Investment Holding Group Co Ltd191,441
5.3% of portfolio›$19.0M
Oak Grove Capital LLC178,900
0.8% of portfolio›$17.8M
Unicom Systems, Inc.152,483
1.0% of portfolio›$15.1M
Mirae Asset Global Investments Co., Ltd.141,920
0.0% of portfolio›$14.1M
Matthews International Capital Management LLC89,938
3.7% of portfolio›$8.9M
Commonwealth Equity Services, LLC82,530
0.0% of portfolio›$8.2M
Shariaportfolio, Inc.80,268
2.8% of portfolio›$8.0M
Fifth Third Bancorp71,113
0.0% of portfolio›$7.1M
Global Trust Asset Management, LLC70,648
2.2% of portfolio›$7.0M
Leonteq Securities AG68,896
0.3% of portfolio›$6.8M
Timothy G. Youngquist 2020 Irrevocable Trust65,518
1.2% of portfolio›$6.5M
Exchange Traded Concepts, LLC62,848
0.0% of portfolio›$6.2M
NLB Skladi, upravljanje premozenja, d.o.o.50,614
0.2% of portfolio›$5.0M
Funde Sino Life Insurance Co Ltd49,591
2.7% of portfolio›$4.9M
OAK Ridge Investments LLC48,959
0.3% of portfolio›$4.9M
Tema Etfs LLC45,821
0.2% of portfolio›$4.5M
Spear Advisors LLC45,289
2.0% of portfolio›$4.5M
Allspring Global Investments Holdings, LLC44,180
0.0% of portfolio›$4.7M
Caitong International Asset Management Co., Ltd41,709
0.4% of portfolio›$4.1M
Tuttle Capital Management, LLC39,328
1.7% of portfolio›$3.9M
Assenagon Asset Management S.A.37,323
0.0% of portfolio›$3.7M
Broad Peak Investment Advisers Pte Ltd33,300
0.7% of portfolio›$3.3M
SJS Investment Consulting Inc.27,070
0.3% of portfolio›$2.7M
Creative Planning26,850
0.0% of portfolio›$2.7M
Mitsubishi UFJ Asset Management Co., Ltd.25,004
0.0% of portfolio›$2.5M
State of New Jersey Common Pension Fund D24,619
0.0% of portfolio›$2.4M
Citigroup Inc23,075
0.0% of portfolio›$2.3M
Arizona State Retirement System21,469
0.0% of portfolio›$2.1M
Cambridge Investment Research Advisors, Inc.21,237
0.0% of portfolio›$2.1M
Capstone Capital Management Ltd21,168
0.9% of portfolio›$2.1M
Kestra Advisory Services, LLC21,031
0.0% of portfolio›$2.1M
Knights of Columbus Asset Advisors LLC20,427
0.1% of portfolio›$2.0M
Covea Finance18,700
0.1% of portfolio›$1.9M
Simplex Trading, LLC17,901
0.0% of portfolio›$1.8M
Alps Advisors Inc16,554
0.0% of portfolio›$1.6M
Rakuten Securities, Inc.16,399
0.5% of portfolio›$1.6M
SeaCrest Wealth Management, LLC16,125
0.2% of portfolio›$1.6M
M & L Capital Management Ltd15,800
0.3% of portfolio›$1.6M
October Effect Ltd15,191
1.5% of portfolio›$1.5M
MBL Wealth, LLC14,331
0.1% of portfolio›$1.4M
Oak Thistle LLC13,796
0.1% of portfolio›$1.4M
StoneX Group Inc.13,584
0.0% of portfolio›$1.3M
Dupree Financial Group, LLC12,696
0.5% of portfolio›$1.3M
Pictet Asset Management Holding SA12,045
0.0% of portfolio›$1.2M
Xponance LLC11,823
0.0% of portfolio›$1.2M
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna10,812
0.4% of portfolio›$1.1M
SBI Securities Co., Ltd.10,380
0.0% of portfolio›$1.0M
N10 Wealth, LLC10,000
0.3% of portfolio›$992.6K
Citizens Financial Group Inc9,451
0.0% of portfolio›$938.1K
DekaBank Deutsche Girozentrale9,031
0.0% of portfolio›$904.0K
CenterBook Partners LP8,836
0.0% of portfolio›$877.1K
Eddie Patel Inc7,754
0.5% of portfolio›$769.7K
Oppenheimer & Co Inc7,103
0.0% of portfolio›$705.0K
Pilgrim Partners Asia Pte Ltd7,000
0.1% of portfolio›$694.8K
Fortitude Advisory Group L.L.C.6,372
0.2% of portfolio›$632.5K
Wedbush Securities Inc6,244
0.0% of portfolio›$620.0K
Virginia Retirement Systems ET Al6,000
0.0% of portfolio›$595.6K
Vontobel Holding Ltd.5,835
0.0% of portfolio›$579.2K
SteelPeak Wealth, LLC5,825
0.0% of portfolio›$578.2K
TD Waterhouse Canada Inc.5,800
0.0% of portfolio›$623.4K
US Bancorp \de\5,721
0.0% of portfolio›$567.9K
Amalgamated Bank5,349
0.0% of portfolio›$531.0K
CoreCap Advisors, LLC5,311
0.0% of portfolio›$527.2K
Oakmont Investment Advisors, Inc.5,300
0.4% of portfolio›$526.1K
Swiss Life Asset Management Ltd5,138
0.0% of portfolio›$510.0K
Independent Financial Group, LLC5,135
0.0% of portfolio›$509.7K
Inspire Investing, LLC4,842
0.0% of portfolio›$480.6K
Ritholtz Wealth Management4,800
0.0% of portfolio›$476.4K
Piar LLC4,740
0.3% of portfolio›$470.5K
Trilogy Capital Inc.4,550
0.0% of portfolio›$451.6K
MGO One Seven LLC4,510
0.0% of portfolio›$447.7K
Wealth Enhancement Advisory Services, LLC4,417
0.0% of portfolio›$467.8K
J. Safra Sarasin Holding AG4,198
0.0% of portfolio›$416.7K
AlphaCore Capital LLC4,077
0.0% of portfolio›$404.7K
Maryland State Retirement & Pension System4,018
0.0% of portfolio›$398.8K
Truist Financial Corp3,821
0.0% of portfolio›$379.3K
Venture Visionary Partners LLC3,759
0.0% of portfolio›$373.2K
Laurion Capital Management LP3,732
0.0% of portfolio›$370.4K
BankChampaign, National Association3,698
0.6% of portfolio›$678.6K
J.W. Cole Advisors, Inc.3,610
0.0% of portfolio›$358.3K
Jeppson Wealth Management, LLC3,604
0.1% of portfolio›$357.7K
Bosman Wealth Management, LLC3,369
0.2% of portfolio›$334.4K
Chicago Partners Investment Group LLC3,363
0.0% of portfolio›$227.0K
Abel Hall, LLC3,333
0.1% of portfolio›$330.8K
Fulcrum Equity Management3,255
0.3% of portfolio›$323.1K
Pekin Hardy Strauss, Inc.3,050
0.0% of portfolio›$302.7K
KBC Group NV2,882
0.0% of portfolio›$286.0K
J. Team Financial, Inc.2,735
0.2% of portfolio›$271.5K
GFG Capital, LLC2,555
0.1% of portfolio›$253.6K
Gamma Investing LLC2,475
0.0% of portfolio›$245.7K
Ethic Inc.2,410
0.0% of portfolio›$239.2K
Verdence Capital Advisors LLC2,377
0.0% of portfolio›$235.9K
Yorktown Management & Research Co Inc2,350
0.2% of portfolio›$233.3K
CIBC Asset Management Inc2,325
0.0% of portfolio›$230.8K
North Dakota State Investment Board2,310
0.0% of portfolio›$229.3K
SAX Wealth Advisors, LLC2,307
0.0% of portfolio›$229.0K
Gunderson Capital Management LLC2,282
0.1% of portfolio›$226.5K
Vise Technologies, Inc.2,265
0.0% of portfolio›$224.8K
Lanark Financial, Inc.2,202
0.0% of portfolio›$218.6K
State of Wyoming2,081
0.0% of portfolio›$206.6K
Signaturefd, LLC2,043
0.0% of portfolio›$202.8K
Concurrent Investment Advisors, LLC2,022
0.0% of portfolio›$200.7K
Chung Wu Investment Group, LLC1,950
0.1% of portfolio›$193.6K
IFP Advisors, Inc1,925
0.0% of portfolio›$191.1K
Parallel Advisors, LLC1,661
0.0% of portfolio›$164.9K
Sava Infond d.o.o.1,600
0.0% of portfolio›$158.8K
Larson Financial Group LLC1,349
0.0% of portfolio›$133.9K
OP Asset Management Ltd1,102
0.0% of portfolio›$109.4K
Nisa Investment Advisors, LLC1,083
0.0% of portfolio›$107.5K
Farther Finance Advisors, LLC1,051
0.0% of portfolio›$104.3K
Albion Financial Group1,000
0.0% of portfolio›$99.3K
Bochk Asset Management Ltd1,000
0.0% of portfolio›$99.3K
Strs Ohio988
0.0% of portfolio›$98.1K
Focused Wealth Management, Inc939
0.0% of portfolio›$93.2K
Creative Financial Designs Inc845
0.0% of portfolio›$83.9K
HUB Investment Partners, LLC709
0.0% of portfolio›$70.4K
GK Wealth Management LLC708
0.0% of portfolio›$70.3K
Pinnacle Wealth Planning Services, Inc.593
0.0% of portfolio›$58.9K
Nfsg Corp500
0.0% of portfolio›$49.6K
Blue Bell Private Wealth Management, LLC388
0.0% of portfolio›$38.5K
EverSource Wealth Advisors, LLC369
0.0% of portfolio›$36.6K
AlphaCentric Advisors LLC362
0.0% of portfolio›$35.9K
Jacobi Capital Management LLC332
0.0% of portfolio›$33.0K
Polaris Financial Partners261
0.0% of portfolio›$26
Nemes Rush Group LLC250
0.0% of portfolio›$24.8K
Fulcrum Asset Management LLP245
0.0% of portfolio›$24.7K
Legacy Bridge, LLC200
0.0% of portfolio›$19.9K
Hilton Head Capital Partners, LLC198
0.0% of portfolio›$19.7K
Sterling Capital Management LLC164
0.0% of portfolio›$16.3K
Versant Capital Management, Inc151
0.0% of portfolio›$15.0K
Fortitude Family Office, LLC136
0.0% of portfolio›$13.5K
Advocate Investing Services LLC125
0.0% of portfolio›$12.4K
Parkside Financial Bank & Trust108
0.0% of portfolio›$10.7K
Atlantic Edge Private Wealth Management, LLC100
0.0% of portfolio›$9.9K
Capital Advisors, Ltd. LLC95
0.0% of portfolio›$9
Ascentis Independent Advisors85
0.0% of portfolio›$8.4K
Avion Wealth76
0.0% of portfolio›$7
Archer Investment Corp75
0.0% of portfolio›$7.4K
Silver Grove Financial Group, Inc.73
0.0% of portfolio›$7.2K
Balance Wealth Partners LLC54
0.0% of portfolio›$5.3K
Covestor Ltd49
0.0% of portfolio›$5
Vima LLC39
0.0% of portfolio›$3.9K
Physician Wealth Advisors, Inc.39
0.0% of portfolio›$3.9K
Elyxium Wealth, LLC36
0.0% of portfolio›$3.6K
WPG Advisers, LLC34
0.0% of portfolio›$3.4K
Private Trust Co NA30
0.0% of portfolio›$3.0K
Princeton Global Asset Management LLC25
0.0% of portfolio›$2.5K
Cromwell Holdings LLC25
0.0% of portfolio›$2.5K
Mather Group, Llc.24
0.0% of portfolio›$2.4K
Quest 10 Wealth Builders, Inc.21
0.0% of portfolio›$2.1K
UMB Private Wealth Management, LLC18
0.0% of portfolio›$1.8K
Financial Consulate, Inc14
0.0% of portfolio›$1.4K
Blue Trust, Inc.14
0.0% of portfolio›$1.4K
Armstrong Advisory Group, Inc12
0.0% of portfolio›$1.2K
Abound Wealth Management11
0.0% of portfolio›$1.1K
Pension & Wealth Management Advisors, Inc.11
0.0% of portfolio›$1.1K
Eastern Bank10
0.0% of portfolio›$993
Clark Wealth Partners10
0.0% of portfolio›$993
Bell Investment Advisors, Inc6
0.0% of portfolio›$596
Cedar Mountain Advisors, LLC4
0.0% of portfolio›$397
Essential Partners LLC4
0.0% of portfolio›$397
Hughes Financial Services, LLC4
0.0% of portfolio›$317
Provenance Wealth Advisors, LLC4
0.0% of portfolio›$397
MassMutual Private Wealth & Trust, FSB4
0.0% of portfolio›$397
Rossby Financial, LCC3
0.0% of portfolio›$298
Assetmark, Inc2
0.0% of portfolio›$199
True Wealth Design, LLC1
0.0% of portfolio›$100
Manchester Capital Management LLC1
0.0% of portfolio›$100
Creative Capital Management Investments LLC1
0.0% of portfolio›$99
StyleTurnoverLocationFiled
Shengqi Capital (Hong Kong) Ltd
727,680$72.2M20.3%GrowthHighHong Kong, South Korea2026-11-05
Dimensional Fund Advisors LP
320,885$31.9M0.0%IndexLowAustin, TX2026-11-04
Imc-Chicago, LLC
278,398$27.6M0.0%GARPVery HighChicago, IL2026-11-05
Bank of New York Mellon Corp
207,693$20.6M0.0%CoreLowNew York, NY2026-11-05
Fund Resources Investment Holding Group Co Ltd
191,441$19.0M5.3%Agg GrowthMediumHong Kong, South Korea2026-11-03
Oak Grove Capital LLC
178,900$17.8M0.8%Agg GrowthLowHolderness, NH2026-10-09
Unicom Systems, Inc.
152,483$15.1M1.0%Agg GrowthVery LowLas Vegas, NV2026-10-13
Mirae Asset Global Investments Co., Ltd.
141,920$14.1M0.0%GrowthLowSeoul, Malaysia2026-11-03
Matthews International Capital Management LLC
89,938$8.9M3.7%GARPMediumSan Francisco, CA2026-11-04
Commonwealth Equity Services, LLC
82,530$8.2M0.0%ETFLowWaltham, MA2026-11-02
Shariaportfolio, Inc.
80,268$8.0M2.8%MomentumMediumLake Mary, FL2026-10-20
Fifth Third Bancorp
71,113$7.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Global Trust Asset Management, LLC
70,648$7.0M2.2%GrowthMediumPalm Beach Gardens, FL2026-10-19
Leonteq Securities AG
68,896$6.8M0.3%CoreHighZurich, Switzerland2026-10-29
Timothy G. Youngquist 2020 Irrevocable Trust
65,518$6.5M1.2%ETFHighFort Myers, FL2026-10-13
Exchange Traded Concepts, LLC
62,848$6.2M0.0%GrowthMediumOklahoma City, OK2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.
50,614$5.0M0.2%GrowthLowLjubljana, Andorra2026-10-22
Funde Sino Life Insurance Co Ltd
49,591$4.9M2.7%Agg GrowthN/AHong Kong, South Korea2026-11-03
OAK Ridge Investments LLC
48,959$4.9M0.3%MomentumMediumChicago, IL2026-10-30
Tema Etfs LLC
45,821$4.5M0.2%GrowthMediumNew York, NY2026-10-16
Spear Advisors LLC
45,289$4.5M2.0%Agg GrowthHighEast Hampton, NY2026-10-27
Allspring Global Investments Holdings, LLC
44,180$4.7M0.0%CoreMediumCharlotte, NC2026-11-04
Caitong International Asset Management Co., Ltd
41,709$4.1M0.4%GrowthVery HighHong Kong, South Korea2026-10-29
Tuttle Capital Management, LLC
39,328$3.9M1.7%GrowthHighRiverside, CT2026-10-21
Assenagon Asset Management S.A.
37,323$3.7M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Broad Peak Investment Advisers Pte Ltd
33,300$3.3M0.7%Agg GrowthHighSingapore, Turkey2026-11-02
SJS Investment Consulting Inc.
27,070$2.7M0.3%ETFVery LowSylvania, OH2026-10-26
Creative Planning
26,850$2.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
25,004$2.5M0.0%IndexVery LowTokyo, Mexico2026-11-05
State of New Jersey Common Pension Fund D
24,619$2.4M0.0%CoreLowTrenton, NJ2026-11-05
Citigroup Inc
23,075$2.3M0.0%CoreMediumNew York, NY2026-11-04
Arizona State Retirement System
21,469$2.1M0.0%IndexVery LowPhoenix, AZ2026-11-03
Cambridge Investment Research Advisors, Inc.
21,237$2.1M0.0%ETFLowFairfield, IA2026-11-02
Capstone Capital Management Ltd
21,168$2.1M0.9%GrowthVery HighHong Kong, South Korea2026-10-21
Kestra Advisory Services, LLC
21,031$2.1M0.0%CoreLowAustin, TX2026-11-02
Knights of Columbus Asset Advisors LLC
20,427$2.0M0.1%CoreMediumNew Haven, CT2026-11-05
Covea Finance
18,700$1.9M0.1%GrowthMediumParis, India2026-10-21
Simplex Trading, LLC
17,901$1.8M0.0%CoreVery HighChicago, IL2026-11-04
Alps Advisors Inc
16,554$1.6M0.0%YieldLowDenver, CO2026-11-03
Rakuten Securities, Inc.
16,399$1.6M0.5%Agg GrowthHighTokyo, Mexico2026-11-02
SeaCrest Wealth Management, LLC
16,125$1.6M0.2%GrowthLowPurchase, NY2026-10-21
M & L Capital Management Ltd
15,800$1.6M0.3%Agg GrowthHighLondon, United Kingdom2026-10-26
October Effect Ltd
15,191$1.5M1.5%GrowthHighVirginia Beach, VA2026-10-20
MBL Wealth, LLC
14,331$1.4M0.1%ETFLowCharlotte, NC2026-10-22
Oak Thistle LLC
13,796$1.4M0.1%ValueVery HighNew York, NY2026-10-21
StoneX Group Inc.
13,584$1.3M0.0%ETFMediumNew York, NY2026-11-03
Dupree Financial Group, LLC
12,696$1.3M0.5%YieldMediumLexington, KY2026-10-09
Pictet Asset Management Holding SA
12,045$1.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Xponance LLC
11,823$1.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
10,812$1.1M0.4%GrowthMediumWarsaw, Russia2026-10-21
SBI Securities Co., Ltd.
10,380$1.0M0.0%Agg GrowthLowTokyo, Mexico2026-10-22
N10 Wealth, LLC
10,000$992.6K0.3%Agg GrowthN/AGreenwich, CT2026-10-14
Citizens Financial Group Inc
9,451$938.1K0.0%GrowthLowProvidence, RI2026-10-23
DekaBank Deutsche Girozentrale
9,031$904.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
CenterBook Partners LP
8,836$877.1K0.0%ValueVery HighGreenwich, CT2026-11-02
Eddie Patel Inc
7,754$769.7K0.5%GARPVery HighChicago, IL2026-11-02
Oppenheimer & Co Inc
7,103$705.0K0.0%CoreLowNew York, NY2026-10-26
Pilgrim Partners Asia Pte Ltd
7,000$694.8K0.1%ETFMediumSingapore, Turkey2026-10-29
Fortitude Advisory Group L.L.C.
6,372$632.5K0.2%GrowthMediumGig Harbor, WA2026-10-15
Wedbush Securities Inc
6,244$620.0K0.0%CoreLowPasadena, CA2026-10-22
Virginia Retirement Systems ET Al
6,000$595.6K0.0%CoreMediumRichmond, VA2026-10-28
Vontobel Holding Ltd.
5,835$579.2K0.0%CoreMediumZurich, Switzerland2026-10-16
SteelPeak Wealth, LLC
5,825$578.2K0.0%GrowthHighWoodland Hills, CA2026-10-16
TD Waterhouse Canada Inc.
5,800$623.4K0.0%CoreLowToronto, Australia2026-10-16
US Bancorp \de\
5,721$567.9K0.0%IndexLowMinneapolis, MN2026-11-05
Amalgamated Bank
5,349$531.0K0.0%CoreVery LowNew York, NY2026-10-23
CoreCap Advisors, LLC
5,311$527.2K0.0%ETFMediumSouthfield, MI2026-10-08
Oakmont Investment Advisors, Inc.
5,300$526.1K0.4%GrowthMediumPittsburgh, PA2026-10-21
Swiss Life Asset Management Ltd
5,138$510.0K0.0%CoreLowZurich, Switzerland2026-11-03
Independent Financial Group, LLC
5,135$509.7K0.0%GrowthLowSan Diego, CA2026-10-13
Inspire Investing, LLC
4,842$480.6K0.0%GARPHighMeridian, ID2026-10-22
Ritholtz Wealth Management
4,800$476.4K0.0%IndexLowNew York, NY2026-11-05
Piar LLC
4,740$470.5K0.3%MomentumMediumLas Vegas, NV2026-10-21
Trilogy Capital Inc.
4,550$451.6K0.0%ETFMediumIrvine, CA2026-10-20
MGO One Seven LLC
4,510$447.7K0.0%GrowthLowBeachwood, OH2026-10-28
Wealth Enhancement Advisory Services, LLC
4,417$467.8K0.0%CoreLowPlymouth, MN2026-10-13
J. Safra Sarasin Holding AG
4,198$416.7K0.0%CoreMediumBasel, Switzerland2026-10-26
AlphaCore Capital LLC
4,077$404.7K0.0%ETFLowLa Jolla, CA2026-11-04
Maryland State Retirement & Pension System
4,018$398.8K0.0%IndexVery LowBaltimore, MD2026-11-05
Truist Financial Corp
3,821$379.3K0.0%CoreLowCharlotte, NC2026-10-30
Venture Visionary Partners LLC
3,759$373.2K0.0%CoreLowSylvania, OH2026-10-07
Laurion Capital Management LP
3,732$370.4K0.0%GrowthVery HighNew York, NY2026-10-30
BankChampaign, National Association
3,698$678.6K0.6%GrowthMediumChampaign, IL2026-10-19
J.W. Cole Advisors, Inc.
3,610$358.3K0.0%IndexLowTampa, FL2026-11-05
Jeppson Wealth Management, LLC
3,604$357.7K0.1%CoreLowManhattan Beach, CA2026-10-20
Bosman Wealth Management, LLC
3,369$334.4K0.2%MomentumHighRedlands, CA2026-10-28
Chicago Partners Investment Group LLC
3,363$227.0K0.0%GARPLowChicago, IL2026-10-27
Abel Hall, LLC
3,333$330.8K0.1%CoreMediumBaton Rouge, LA2026-10-19
Fulcrum Equity Management
3,255$323.1K0.3%GrowthHighPlano, TX2026-10-21
Pekin Hardy Strauss, Inc.
3,050$302.7K0.0%ValueMediumChicago, IL2026-11-02
KBC Group NV
2,882$286.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
J. Team Financial, Inc.
2,735$271.5K0.2%CoreMediumAbilene, TX2026-11-03
GFG Capital, LLC
2,555$253.6K0.1%GrowthMediumMiami, FL2026-10-16
Gamma Investing LLC
2,475$245.7K0.0%IndexVery LowFoster City, CA2026-10-08
Ethic Inc.
2,410$239.2K0.0%CoreLowNew York, NY2026-11-03
Verdence Capital Advisors LLC
2,377$235.9K0.0%CoreMediumHunt Valley, MD2026-10-26
Yorktown Management & Research Co Inc
2,350$233.3K0.2%MomentumMediumForest, VA2026-10-28
CIBC Asset Management Inc
2,325$230.8K0.0%GARPLowToronto, South Africa2026-11-05
North Dakota State Investment Board
2,310$229.3K0.0%GrowthMediumBismarck, ND2026-10-27
SAX Wealth Advisors, LLC
2,307$229.0K0.0%ETFVery LowParsippany, NJ2026-10-13
Gunderson Capital Management LLC
2,282$226.5K0.1%Agg GrowthVery HighMt. Pleasant, SC2026-10-15
Vise Technologies, Inc.
2,265$224.8K0.0%IndexLowNew York, NY2026-10-29
Lanark Financial, Inc.
2,202$218.6K0.0%CoreMediumBirmingham, AL2026-10-26
State of Wyoming
2,081$206.6K0.0%ValueHighCheyenne, WY2026-10-28
Signaturefd, LLC
2,043$202.8K0.0%IndexLowAtlanta, GA2026-10-23
Concurrent Investment Advisors, LLC
2,022$200.7K0.0%GrowthMediumTampa, FL2026-10-16
Chung Wu Investment Group, LLC
1,950$193.6K0.1%GrowthMediumSugar Land, TX2026-11-03
IFP Advisors, Inc
1,925$191.1K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
1,661$164.9K0.0%IndexLowSan Francisco, CA2026-11-03
Sava Infond d.o.o.
1,600$158.8K0.0%Agg GrowthLowMaribor, Andorra2026-10-28
Larson Financial Group LLC
1,349$133.9K0.0%GrowthLowSt Louis, MO2026-11-05
OP Asset Management Ltd
1,102$109.4K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Nisa Investment Advisors, LLC
1,083$107.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Farther Finance Advisors, LLC
1,051$104.3K0.0%IndexLowSan Francisco, CA2026-10-08
Albion Financial Group
1,000$99.3K0.0%GrowthLowSalt Lake City, UT2026-10-21
Bochk Asset Management Ltd
1,000$99.3K0.0%Agg GrowthVery HighHong Kong, South Korea2026-10-29
Strs Ohio
988$98.1K0.0%CoreMediumColumbus, OH2026-10-30
Focused Wealth Management, Inc
939$93.2K0.0%ETFLowNewburgh, NY2026-10-30
Creative Financial Designs Inc
845$83.9K0.0%ETFMediumKokomo, IN2026-11-04
HUB Investment Partners, LLC
709$70.4K0.0%GrowthLowAustin, TX2026-11-03
GK Wealth Management LLC
708$70.3K0.0%GARPVery HighReno, NV2026-10-09
Pinnacle Wealth Planning Services, Inc.
593$58.9K0.0%GARPLowMansfield, OH2026-10-27
Nfsg Corp
500$49.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Blue Bell Private Wealth Management, LLC
388$38.5K0.0%YieldVery LowBlue Bell, PA2026-10-29
EverSource Wealth Advisors, LLC
369$36.6K0.0%CoreMediumBirmingham, AL2026-11-04
AlphaCentric Advisors LLC
362$35.9K0.0%CoreHighSan Juan, PR2026-11-03
Jacobi Capital Management LLC
332$33.0K0.0%CoreLowPittston, PA2026-11-05
Polaris Financial Partners
261$260.0%GrowthN/AWesterville, OH2026-10-02
Nemes Rush Group LLC
250$24.8K0.0%CoreVery LowNovi, MI2026-11-04
Fulcrum Asset Management LLP
245$24.7K0.0%CoreMediumLondon, United Kingdom2026-11-04
Legacy Bridge, LLC
200$19.9K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Hilton Head Capital Partners, LLC
198$19.7K0.0%CoreMediumHilton Head Island, SC2026-10-23
Sterling Capital Management LLC
164$16.3K0.0%GARPMediumCharlotte, NC2026-10-22
Versant Capital Management, Inc
151$15.0K0.0%GARPLowPhoenix, AZ2026-10-02
Fortitude Family Office, LLC
136$13.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Advocate Investing Services LLC
125$12.4K0.0%ETFLowWoodbine, MD2026-10-26
Parkside Financial Bank & Trust
108$10.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Atlantic Edge Private Wealth Management, LLC
100$9.9K0.0%CoreLowJacksonville, FL2026-10-20
Capital Advisors, Ltd. LLC
95$90.0%ETFLowShaker Heights, OH2026-10-27
Ascentis Independent Advisors
85$8.4K0.0%ETFLowDallas, TX2026-11-03
Avion Wealth
76$70.0%ETFLowThe Woodlands, TX2026-11-04
Archer Investment Corp
75$7.4K0.0%CoreMediumCarmel, IN2026-11-05
Silver Grove Financial Group, Inc.
73$7.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Balance Wealth Partners LLC
54$5.3K0.0%ETFMediumWorthington, OH2026-10-27
Covestor Ltd
49$50.0%ValueHighLondon, United Kingdom2026-10-30
Vima LLC
39$3.9K0.0%CoreLowTroy, MI2026-10-23
Physician Wealth Advisors, Inc.
39$3.9K0.0%ETFMediumMidvale, UT2026-10-20
Elyxium Wealth, LLC
36$3.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
WPG Advisers, LLC
34$3.4K0.0%CoreLowBaltimore, MD2026-10-27
Private Trust Co NA
30$3.0K0.0%CoreLowCleveland, OH2026-10-20
Princeton Global Asset Management LLC
25$2.5K0.0%GrowthLowPrinceton, NJ2026-10-21
Cromwell Holdings LLC
25$2.5K0.0%IndexLowJackson, WY2026-10-28
Mather Group, Llc.
24$2.4K0.0%ETFMediumChicago, IL2026-10-14
Quest 10 Wealth Builders, Inc.
21$2.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
UMB Private Wealth Management, LLC
18$1.8K0.0%GrowthN/AKansas City, MO2026-10-19
Financial Consulate, Inc
14$1.4K0.0%ETFLowHunt Valley, MD2026-10-23
Blue Trust, Inc.
14$1.4K0.0%ETFLowBrentwood, TN2026-10-15
Armstrong Advisory Group, Inc
12$1.2K0.0%ETFHighNeedham, MA2026-10-09
Abound Wealth Management
11$1.1K0.0%ETFVery LowFranklin, TN2026-10-26
Pension & Wealth Management Advisors, Inc.
11$1.1K0.0%ETFLowWaltham, MA2026-10-16
Eastern Bank
10$9930.0%GrowthMediumBoston, MA2026-10-05
Clark Wealth Partners
10$9930.0%ETFVery LowO'Fallon, IL2026-10-19
Bell Investment Advisors, Inc
6$5960.0%ETFVery LowOrinda, CA2026-10-29
Cedar Mountain Advisors, LLC
4$3970.0%ETFVery LowLake Oswego, OR2026-10-15
Essential Partners LLC
4$3970.0%ValueMediumRancho Santa Fe, CA2026-10-14
Hughes Financial Services, LLC
4$3170.0%ETFLowHerndon, VA2026-10-30
Provenance Wealth Advisors, LLC
4$3970.0%ETFLowFort Lauderdale, FL2026-10-30
MassMutual Private Wealth & Trust, FSB
4$3970.0%CoreLowSpringfield, MA2026-10-05
Rossby Financial, LCC
3$2980.0%ETFMediumMelbourne, FL2026-11-05
Assetmark, Inc
2$1990.0%ETFLowConcord, CA2026-10-21
True Wealth Design, LLC
1$1000.0%ETFMediumAkron, OH2026-10-13
Manchester Capital Management LLC
1$1000.0%CoreLowManchester, VT2026-10-22
Creative Capital Management Investments LLC
1$990.0%ETFLowSan Diego, CA2026-10-28