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Ares Management Corp (ARES)

CUSIP: 03990B101 | NYSE | Financial Services · Asset Management | Large Cap | 1712 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 Portfolio Management LLC11,267,5645.0%New 5%+ stakeSep 30, 202692d ahead of 13F (10,924,590 sh) · +342,974
13G/AAntony P. Ressler109,435,45833.1%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AAres Partners Holdco LLC107,110,30532.4%New 5%+ stakeJun 30, 2026No 13F filer matched
13GVanguard Portfolio Management LLC11,267,564
5.0% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (10,924,590 sh) · +342,974
13G/AAntony P. Ressler109,435,458
33.1% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/AAres Partners Holdco LLC107,110,305
32.4% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Principal Financial Group Inc4,054,649
0.2% of portfolio›$471.0M
M&G Plc1,582,035
0.9% of portfolio›$183.5M
Curated Wealth Partners LLC1,450,854
13.9% of portfolio›$168.5M
Hamlin Capital Management, LLC1,022,899
2.9% of portfolio›$118.8M
ICG Advisors, LLC846,967
72.1% of portfolio›$98.4M
Quilter Plc836,998
1.4% of portfolio›$97.2M
Truist Financial Corp769,312
0.1% of portfolio›$89.4M
Mitsubishi UFJ Asset Management Co., Ltd.557,864
0.0% of portfolio›$64.8M
Dimensional Fund Advisors LP504,449
0.0% of portfolio›$58.6M
Sumitomo Mitsui Trust Group, Inc.440,317
0.0% of portfolio›$51.2M
Citigroup Inc438,749
0.0% of portfolio›$51.0M
Cincinnati Insurance Co370,672
0.6% of portfolio›$43.1M
Cincinnati Financial Corp353,154
0.8% of portfolio›$41.0M
Mirae Asset Global Investments Co., Ltd.299,980
0.1% of portfolio›$34.8M
Generate Investment Management Ltd259,567
1.1% of portfolio›$30.2M
Sumitomo Mitsui DS Asset Management Company, Ltd212,258
0.2% of portfolio›$24.7M
Lido Advisors, LLC144,873
0.0% of portfolio›$16.8M
New York State Teachers Retirement System121,536
0.1% of portfolio›$14.1M
Pictet Asset Management Holding SA114,598
0.0% of portfolio›$13.3M
Evergreen Capital Management LLC106,940
0.2% of portfolio›$12.4M
Parnassus Investments, LLC101,268
0.0% of portfolio›$11.8M
Copeland Capital Management, LLC97,592
0.3% of portfolio›$11.3M
Asset Management One Co., Ltd.92,640
0.0% of portfolio›$10.8M
Tokio Marine Asset Management Co LTD89,160
0.3% of portfolio›$10.4M
Cortland Associates Inc87,619
1.5% of portfolio›$10.2M
Strs Ohio74,462
0.0% of portfolio›$8.7M
Swiss Life Asset Management Ltd73,358
0.0% of portfolio›$8.5M
State of New Jersey Common Pension Fund D68,606
0.0% of portfolio›$8.0M
DekaBank Deutsche Girozentrale66,897
0.0% of portfolio›$7.9K
Capital Investment Counsel, LLC64,805
0.9% of portfolio›$7.5M
Czech National Bank64,349
0.0% of portfolio›$7.5M
Exchange Traded Concepts, LLC59,068
0.0% of portfolio›$6.9M
Xponance LLC57,702
0.0% of portfolio›$6.7M
Arizona State Retirement System57,607
0.0% of portfolio›$6.7M
State of Michigan Retirement System56,300
0.0% of portfolio›$6.5M
Dynamic Advisor Solutions LLC55,192
0.2% of portfolio›$6.4M
ProShare Advisors LLC53,500
0.0% of portfolio›$6.2M
IFM Investors Pty Ltd52,613
0.0% of portfolio›$6.1M
CIBC Asset Management Inc52,560
0.0% of portfolio›$6.1M
Daiwa Securities Group Inc.52,283
0.0% of portfolio›$6.1M
Creative Planning52,167
0.0% of portfolio›$6.1M
Equitable Trust Co50,048
0.2% of portfolio›$5.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS49,480
0.0% of portfolio›$5.7M
Assetmark, Inc48,687
0.0% of portfolio›$5.7M
Retirement Systems of Alabama46,966
0.0% of portfolio›$5.5M
Fjarde Ap-Fonden TH Swedish National Pension Fund46,732
0.0% of portfolio›$5.4M
SEB Asset Management AB45,569
0.0% of portfolio›$5.3M
Cincinnati Specialty Underwriters Insurance Co45,315
1.2% of portfolio›$5.3M
Swedbank AB41,967
0.0% of portfolio›$4.9M
Amalgamated Bank41,881
0.1% of portfolio›$4.9M
Wealth Enhancement Advisory Services, LLC40,079
0.0% of portfolio›$4.7M
Rakuten Investment Management, Inc.39,350
0.0% of portfolio›$4.7M
Neos Investment Management LLC38,294
0.0% of portfolio›$4.4M
Chicago Partners Investment Group LLC37,285
0.1% of portfolio›$4.6M
Kornitzer Capital Management Inc36,904
0.1% of portfolio›$4.3M
Mn Services Vermogensbeheer B.V.34,000
0.1% of portfolio›$4.0M
Fideuram Asset Management (Ireland) dac33,746
0.1% of portfolio›$4.6M
Financiere des Professionnels - Fonds d'investissement inc.32,022
0.2% of portfolio›$3.7M
OP Asset Management Ltd31,871
0.0% of portfolio›$3.7M
Meridian Wealth Management, LLC31,326
0.1% of portfolio›$3.6M
New York Life Investment Management LLC31,130
0.0% of portfolio›$3.6M
Independence Bank of Kentucky30,500
0.4% of portfolio›$3.5M
Virginia Retirement Systems ET Al30,050
0.0% of portfolio›$3.5M
PensionDanmark Pensionsforsikringsaktieselskab29,610
0.0% of portfolio›$3.4M
MacKenzie Financial Corp28,952
0.0% of portfolio›$3.4M
Oregon Public Employees Retirement Fund27,500
0.0% of portfolio›$3.2M
Obermeyer Wealth Partners26,568
0.1% of portfolio›$3.1M
Concurrent Investment Advisors, LLC24,750
0.0% of portfolio›$2.9M
Lynx Capital Group LTD24,603
1.1% of portfolio›$2.9M
UniSuper Management Pty Ltd24,585
0.0% of portfolio›$2.9M
Oppenheimer & Co Inc23,427
0.0% of portfolio›$2.7M
Apollon Wealth Management, LLC22,788
0.0% of portfolio›$2.6M
Mutual of America Capital Management LLC22,715
0.0% of portfolio›$2.6M
Alps Advisors Inc22,027
0.0% of portfolio›$2.6M
State of Alaska, Department of Revenue21,216
0.1% of portfolio›$2.5M
Yousif Capital Management, LLC20,786
0.0% of portfolio›$2.4M
Summit Securities Group LLC19,428
0.2% of portfolio›$2.3M
Candriam S.C.A.19,354
0.0% of portfolio›$2.3M
Symphony Financial, Ltd. Co.17,749
0.2% of portfolio›$2.1M
Cox Capital Mgt LLC17,008
1.1% of portfolio›$2.0M
KBC Group NV16,888
0.0% of portfolio›$2.0M
Secure Asset Management, LLC16,815
0.3% of portfolio›$2.0M
Gulf International Bank (UK) Ltd16,515
0.1% of portfolio›$1.9M
Allspring Global Investments Holdings, LLC15,968
0.0% of portfolio›$1.9M
Choreo, LLC15,693
0.0% of portfolio›$1.8M
Milfam LLC15,000
1.2% of portfolio›$1.7M
ABN Amro Investment Solutions14,618
0.0% of portfolio›$1.7M
Valeo Financial Advisors, LLC13,861
0.0% of portfolio›$1.6M
Elevation Point Wealth Partners, LLC13,754
0.0% of portfolio›$1.6M
Avanza Fonder AB13,618
0.0% of portfolio›$1.6M
Commonwealth Equity Services, LLC13,335
0.0% of portfolio›$1.5M
Cordoba Advisory Partners LLC13,289
0.2% of portfolio›$1.6M
Atria Investments, Inc12,561
0.0% of portfolio›$1.5M
RFG Advisory, LLC12,452
0.0% of portfolio›$1.4M
Hartford Investment Management Co11,949
0.0% of portfolio›$1.4M
AGF Management LTD11,940
0.0% of portfolio›$1.4M
Stableford Capital II LLC11,623
0.5% of portfolio›$1.4M
Cambridge Investment Research Advisors, Inc.11,592
0.0% of portfolio›$1.3M
Nicholas Wealth, Llc.11,486
0.7% of portfolio›$1.3M
BI Asset Management Fondsmaeglerselskab A/S11,376
0.0% of portfolio›$1.3M
Louisiana State Employees Retirement System11,000
0.0% of portfolio›$1.3M
Ethic Inc.10,991
0.0% of portfolio›$1.3M
Parallel Advisors, LLC10,546
0.0% of portfolio›$1.2M
TD Waterhouse Canada Inc.10,532
0.0% of portfolio›$1.2M
Inspire Trust Co, N.A.10,500
0.2% of portfolio›$1.2M
Frank, Rimerman Advisors LLC10,472
0.1% of portfolio›$1.2M
B. Metzler seel. Sohn & Co. AG10,354
0.0% of portfolio›$1.2M
Fjell Capital, LLC10,314
0.7% of portfolio›$1.2M
Coastline Trust Co9,939
0.1% of portfolio›$1.2M
Ag2r LA Mondiale Gestion D'actifs9,823
0.0% of portfolio›$1.1M
OpenArc Corporate Advisory, LLC9,783
0.0% of portfolio›$1.1M
Farther Finance Advisors, LLC9,568
0.0% of portfolio›$1.1M
HB Wealth Management, LLC9,557
0.0% of portfolio›$1.1M
Keybank National Association9,427
0.0% of portfolio›$1.1M
Assenagon Asset Management S.A.9,372
0.0% of portfolio›$1.1M
Fulcrum Asset Management LLP9,304
0.1% of portfolio›$1.1M
Whipplewood Advisors, LLC9,095
0.7% of portfolio›$1.1M
Ashton Thomas Private Wealth, LLC8,111
0.0% of portfolio›$942.3K
LVW Advisors, LLC8,073
0.1% of portfolio›$937.8K
MGO One Seven LLC7,824
0.0% of portfolio›$908.9K
E. Ohman J:or Asset Management AB7,757
0.0% of portfolio›$901.1K
Citizens Financial Group Inc7,742
0.0% of portfolio›$899.4K
Granite FO LLC7,705
0.5% of portfolio›$895.1K
San Luis Wealth Advisors LLC7,618
0.1% of portfolio›$885.0K
Lee Financial Co7,593
0.1% of portfolio›$882.1K
Alliance Wealth Advisors, LLC7,384
0.2% of portfolio›$857.8K
One Wealth Capital Management, LLC6,834
0.3% of portfolio›$793.9K
Cornerstone Wealth Group, LLC6,674
0.0% of portfolio›$775.3K
XXI Wealth, LLC6,628
0.3% of portfolio›$770.0K
Csenge Advisory Group6,580
0.0% of portfolio›$764.4K
Sterling Capital Management LLC6,355
0.0% of portfolio›$738.3K
Dudley Capital Management, LLC6,200
0.3% of portfolio›$720.3K
Portside Wealth Group, LLC6,166
0.1% of portfolio›$716.2K
North Dakota State Investment Board6,027
0.0% of portfolio›$700.2K
Everhart Financial Group, Inc.5,982
0.0% of portfolio›$694.9K
V-Square Quantitative Management LLC5,915
0.1% of portfolio›$687.1K
Kestra Investment Management, LLC5,891
0.0% of portfolio›$684.3K
Overbrook Management Corp5,862
0.1% of portfolio›$681.0K
Pension & Wealth Management Advisors, Inc.5,507
0.1% of portfolio›$639.8K
Nisa Investment Advisors, LLC5,352
0.0% of portfolio›$621.7K
Harrell Investment Partners, LLC5,289
0.1% of portfolio›$614.4K
Certior Financial Group, LLC5,152
0.3% of portfolio›$598.5K
Arvest Investments, Inc.5,114
0.1% of portfolio›$594.1K
Tema Etfs LLC4,989
0.0% of portfolio›$579.6K
Vontobel Holding Ltd.4,751
0.0% of portfolio›$551.9K
Quadrant Capital Group LLC4,708
0.0% of portfolio›$544.3K
Oppenheimer Asset Management Inc.4,656
0.0% of portfolio›$540.9K
Eagle Global Advisors LLC4,575
0.0% of portfolio›$531.5K
Argos Wealth Advisors, LLC4,554
0.1% of portfolio›$529.0K
GC Wealth Management RIA, LLC4,443
0.0% of portfolio›$516.1K
AlphaCore Capital LLC4,438
0.0% of portfolio›$515.6K
Park Avenue Securities LLC4,397
0.0% of portfolio›$511.0K
Vise Technologies, Inc.4,394
0.0% of portfolio›$510.4K
Beacon Investment Advisory Services, Inc.4,375
0.0% of portfolio›$508.2K
TD Private Client Wealth LLC4,229
0.0% of portfolio›$491.3K
Ascentis Independent Advisors4,167
0.0% of portfolio›$484.1K
Norden Group LLC4,152
0.0% of portfolio›$482.4K
Journey Retirement Planning & Investment Management LLC4,126
0.3% of portfolio›$479.4K
Third View Private Wealth, LLC4,084
0.1% of portfolio›$474.4K
Advisor OS, LLC4,079
0.0% of portfolio›$473.9K
Avidian Wealth Enterprises, LLC3,974
0.0% of portfolio›$461.7K
Kwmg, LLC3,842
0.0% of portfolio›$446.3K
Americana Partners, LLC3,744
0.0% of portfolio›$434.9K
TrinityBridge Ltd3,730
0.0% of portfolio›$433.0K
Aries Wealth Management3,726
0.1% of portfolio›$432.8K
Klingman & Associates, LLC3,611
0.0% of portfolio›$419.5K
Mather Group, Llc.3,523
0.0% of portfolio›$409.3K
Prime Capital Investment Advisors, LLC3,508
0.0% of portfolio›$407.6K
Gamma Investing LLC3,479
0.0% of portfolio›$404.2K
CenterBook Partners LP3,452
0.0% of portfolio›$401.0K
Signaturefd, LLC3,436
0.0% of portfolio›$399.2K
Atticus Wealth Management, LLC3,374
0.1% of portfolio›$391.9K
Greenleaf Trust3,236
0.0% of portfolio›$375.9K
Trueblood Wealth Management, LLC3,203
0.1% of portfolio›$372.1K
Davenport & Co LLC3,103
0.0% of portfolio›$360.5K
Stone Summit Wealth LLC3,100
0.1% of portfolio›$360.1K
Chesley Taft & Associates LLC2,979
0.0% of portfolio›$346.1K
Gibbs Wealth Management2,965
0.0% of portfolio›$344.4K
Independent Financial Group, LLC2,964
0.0% of portfolio›$344.3K
Kestra Advisory Services, LLC2,931
0.0% of portfolio›$340.5K
Wedmont Private Capital2,894
0.0% of portfolio›$336.5K
Prospera Financial Services Inc2,835
0.0% of portfolio›$363.7K
Brighton Jones LLC2,780
0.0% of portfolio›$322.9K
HUB Investment Partners, LLC2,762
0.0% of portfolio›$320.9K
Cane Capital Partners, LLC2,680
0.1% of portfolio›$311.3K
Nemes Rush Group LLC2,576
0.0% of portfolio›$299.3K
Bryn Mawr Trust Advisors, LLC2,572
0.0% of portfolio›$298.8K
Indivisible Partners2,563
0.0% of portfolio›$297.8K
B. Riley Wealth Advisors, Inc.2,552
0.0% of portfolio›$296.5K
Angeles Wealth Management, LLC2,423
0.0% of portfolio›$281.5K
Regions Financial Corp2,416
0.0% of portfolio›$280.7K
GAM Holding AG2,370
0.0% of portfolio›$275.3K
Leo Wealth, LLC2,367
0.1% of portfolio›$274.2K
Fifth Third Wealth Advisors LLC2,272
0.0% of portfolio›$263.9K
Trust Asset Management LLC2,269
0.0% of portfolio›$263.6K
iA Global Asset Management Inc.2,220
0.0% of portfolio›$258.0K
Larson Financial Group LLC2,219
0.0% of portfolio›$257.8K
United Advisor Group, LLC2,217
0.0% of portfolio›$257.5K
Fulton Bank, N.A.2,206
0.0% of portfolio›$256.3K
Guardian Partners Inc.2,198
0.0% of portfolio›$255.3K
Walled Lake Planning & Wealth Management, LLC2,130
0.1% of portfolio›$247.5K
Cypress Capital Group2,125
0.0% of portfolio›$246.9K
71 West Capital Partners2,116
0.0% of portfolio›$245.8K
Profund Advisors LLC2,086
0.0% of portfolio›$242.3K
CX Institutional2,077
0.0% of portfolio›$241
Diversify Wealth Management, LLC2,026
0.0% of portfolio›$231.1K
Diversify Advisory Services, LLC2,026
0.0% of portfolio›$231.1K
Crossmark Global Holdings, Inc.2,008
0.0% of portfolio›$233.3K
Sanders Morris Harris LLC2,000
0.0% of portfolio›$244.0K
Buttonwood Financial Advisors Inc.1,991
0.1% of portfolio›$231.3K
Victory Financial Group, LLC1,987
0.0% of portfolio›$230.8K
Inscription Capital, LLC1,983
0.0% of portfolio›$230.4K
Spire Wealth Management1,916
0.0% of portfolio›$222.5K
Beaumont Financial Advisors, LLC1,848
0.0% of portfolio›$214.7K
Cigna Investments Inc1,838
0.1% of portfolio›$213.0K
Leonteq Securities AG1,807
0.0% of portfolio›$209.9K
Pinnacle Associates LTD1,773
0.0% of portfolio›$205.9K
Kestra Private Wealth Services, LLC1,762
0.0% of portfolio›$204.7K
MassMutual Private Wealth & Trust, FSB1,725
0.0% of portfolio›$200.4K
Albion Financial Group1,650
0.0% of portfolio›$191.7K
Raiffeisen Bank International AG1,644
0.0% of portfolio›$195.6K
William Mack & Associates, Inc.1,642
0.1% of portfolio›$190.8K
Chilton Capital Management LLC1,615
0.0% of portfolio›$187.6K
EverSource Wealth Advisors, LLC1,512
0.0% of portfolio›$175.7K
West Paces Advisors Inc.1,214
0.0% of portfolio›$141.0K
Lanark Financial, Inc.1,171
0.0% of portfolio›$136.0K
Laurel Wealth Advisors LLC1,049
0.0% of portfolio›$121.8K
Compagnie Lombard Odier SCmA870
0.0% of portfolio›$101.1K
Birch Financial Group, LLC835
0.0% of portfolio›$97.0K
Compound Global Advisors, LLC800
1.0% of portfolio›$92.9K
Elyxium Wealth, LLC789
0.0% of portfolio›$91.7K
Livforsakringsbolaget Skandia, Omsesidigt709
0.0% of portfolio›$82.4K
American National Bank & Trust676
0.0% of portfolio›$78.5K
Parkside Financial Bank & Trust648
0.0% of portfolio›$75.3K
Cromwell Holdings LLC622
0.0% of portfolio›$72.3K
Covestor Ltd596
0.1% of portfolio›$69.0K
IFP Advisors, Inc593
0.0% of portfolio›$68.9K
Y.D. More Investments Ltd591
0.0% of portfolio›$68.7K
Private Trust Co NA554
0.0% of portfolio›$64.4K
Canton Hathaway, LLC520
0.0% of portfolio›$60.4K
Provenance Wealth Advisors, LLC485
0.0% of portfolio›$56.3K
Financial Network Wealth Advisors LLC475
0.1% of portfolio›$55.2K
Cassaday & Co Wealth Management LLC467
0.0% of portfolio›$54.3K
Versant Capital Management, Inc444
0.0% of portfolio›$51.6K
GK Wealth Management LLC442
0.0% of portfolio›$51.4K
Bokf, NA407
0.0% of portfolio›$47.3K
Key FInancial Inc403
0.0% of portfolio›$46.8K
Root Financial Partners, LLC355
0.0% of portfolio›$41.2K
Intesa Sanpaolo Wealth Management350
0.0% of portfolio›$40.7K
Hartford Financial Management Inc.299
0.0% of portfolio›$34.7K
Harbor Investment Advisory, LLC292
0.0% of portfolio›$33.9K
Blue Trust, Inc.278
0.0% of portfolio›$32.3K
Trust Co of Vermont274
0.0% of portfolio›$31.8K
CoreCap Advisors, LLC253
0.0% of portfolio›$29.4K
Triumph Capital Management250
0.0% of portfolio›$29.0K
Eastern Bank250
0.0% of portfolio›$29.0K
Elevation Wealth Partners, LLC246
0.0% of portfolio›$28.6K
Arlington Trust Co LLC241
0.0% of portfolio›$28.0K
Ares Financial Consulting, LLC234
0.0% of portfolio›$27.2K
First Horizon Corp229
0.0% of portfolio›$26.6K
SBK Financial, Inc.225
0.0% of portfolio›$26.1K
Compass Wealth Management LLC210
0.0% of portfolio›$24.4K
Plante Moran Financial Advisors, LLC197
0.0% of portfolio›$22.9K
Burkett Financial Services, LLC194
0.0% of portfolio›$22.6K
Pinnacle Wealth Planning Services, Inc.193
0.0% of portfolio›$22.4K
Noble Wealth Management PBC180
0.0% of portfolio›$20.9K
Rossby Financial, LCC178
0.0% of portfolio›$20.7K
James T. Borello RIA175
0.0% of portfolio›$20.3K
Latitude Advisors, LLC172
0.0% of portfolio›$20.0K
Essential Partners LLC161
0.0% of portfolio›$18.7K
Salomon & Ludwin, LLC150
0.0% of portfolio›$17.4K
SJS Investment Consulting Inc.149
0.0% of portfolio›$17.3K
SBI Securities Co., Ltd.144
0.0% of portfolio›$16.7K
Murphy & Mullick Capital Management Corp140
0.0% of portfolio›$16.3K
Rational Advisors, Inc.135
0.0% of portfolio›$15.7K
Farmers & Merchants Investments Inc135
0.0% of portfolio›$15.7K
Manchester Capital Management LLC123
0.0% of portfolio›$14.3K
Next Level Wealth Planning, LLC120
0.0% of portfolio›$13.9K
Joseph Group Capital Management117
0.0% of portfolio›$13.6K
Owl Creek Wealth Partners LLC116
0.0% of portfolio›$13.5K
Physician Wealth Advisors, Inc.113
0.0% of portfolio›$13.1K
Capital Advisors, Ltd. LLC112
0.0% of portfolio›$13.0K
Westside Investment Management, Inc.112
0.0% of portfolio›$13.0K
Atwood & Palmer Inc107
0.0% of portfolio›$12.4K
Activest Wealth Management94
0.0% of portfolio›$10.9K
WPG Advisers, LLC94
0.0% of portfolio›$10.9K
Bell Investment Advisors, Inc90
0.0% of portfolio›$10.5K
Valley National Advisers Inc83
0.0% of portfolio›$9.6K
Cullen T Bankers, Inc.82
0.0% of portfolio›$9.5K
UMB Private Wealth Management, LLC78
0.0% of portfolio›$9.1K
Proathlete Wealth Management LLC67
0.0% of portfolio›$7.8K
True Wealth Design, LLC66
0.0% of portfolio›$7.7K
Avion Wealth61
0.0% of portfolio›$7
JFS Wealth Advisors, LLC60
0.0% of portfolio›$7.0K
Wolff Wiese Magana LLC56
0.0% of portfolio›$6.5K
Prudent Man Investment Management, Inc.56
0.0% of portfolio›$6.5K
Fairscale Capital, LLC44
0.0% of portfolio›$5.6K
Fortitude Family Office, LLC41
0.0% of portfolio›$4.8K
Ascentis Wealth Management, LLC40
0.0% of portfolio›$4.6K
Financial Consulate, Inc40
0.0% of portfolio›$4.6K
Marquette Asset Management, LLC35
0.0% of portfolio›$4.1K
Adirondack Trust Co33
0.0% of portfolio›$3.8K
Tounjian Advisory Partners, LLC29
0.0% of portfolio›$3.4K
Grove Bank & Trust27
0.0% of portfolio›$3.1K
Signature Equity Partners, LLC27
0.0% of portfolio›$3.1K
Bay Harbor Wealth Management, LLC27
0.0% of portfolio›$3.1K
Armstrong Advisory Group, Inc27
0.0% of portfolio›$3.1K
MV Capital Management, Inc.26
0.0% of portfolio›$3.0K
Brown, Lisle Ings, Inc.25
0.0% of portfolio›$2.9K
Caitong International Asset Management Co., Ltd24
0.0% of portfolio›$2.8K
Oakworth Capital, Inc.23
0.0% of portfolio›$2.7K
Nvwm, LLC22
0.0% of portfolio›$2.6K
Meriwether Wealth & Planning, LLC21
0.0% of portfolio›$2.4K
Washington Trust Advisors, Inc.20
0.0% of portfolio›$2.3K
KFG LLC19
0.0% of portfolio›$2.2K
Planning Strategies Inc.18
0.0% of portfolio›$2.1K
Center for Financial Planning, Inc.16
0.0% of portfolio›$1.9K
Compass Financial Management LLC16
0.0% of portfolio›$1.9K
American Capital Advisory, LLC16
0.0% of portfolio›$1.9K
Clark Wealth Partners15
0.0% of portfolio›$1.7K
Hughes Financial Services, LLC15
0.0% of portfolio›$1.9K
Bfsg, LLC14
0.0% of portfolio›$1.6K
North Star Investment Management Corp.14
0.0% of portfolio›$1.6K
Balance Wealth Partners LLC14
0.0% of portfolio›$1.7K
DiNuzzo Private Wealth, Inc.13
0.0% of portfolio›$1.5K
Davis Capital Management13
0.0% of portfolio›$1.5K
Cape Investment Advisory, Inc.12
0.0% of portfolio›$1.4K
Investors Research Corp12
0.0% of portfolio›$1.4K
GoalVest Advisory LLC11
0.0% of portfolio›$1.3K
Burk Holdings LLC11
0.0% of portfolio›$1.3K
Silver Grove Financial Group, Inc.11
0.0% of portfolio›$1.3K
Creative Capital Management Investments LLC9
0.0% of portfolio›$1.0K
Torren Management, LLC9
0.0% of portfolio›$1.0K
Dhjj Financial Advisors, Ltd.8
0.0% of portfolio›$930
Quaker Wealth Management, LLC8
0.0% of portfolio›$930
Princeton Global Asset Management LLC8
0.0% of portfolio›$929
Breakwater Investment Management8
0.0% of portfolio›$930
WestEnd Advisors, LLC7
0.0% of portfolio›$813
Private Wealth Management Group, LLC7
0.0% of portfolio›$814
Retirement Wealth Solutions LLC6
0.0% of portfolio›$698
Highline Wealth Partners LLC5
0.0% of portfolio›$581
DecisionPoint Financial, LLC5
0.0% of portfolio›$583
GHP Investment Advisors, Inc.4
0.0% of portfolio›$465
Rakuten Securities, Inc.4
0.0% of portfolio›$465
Birchwood Financial Partners, Inc.4
0.0% of portfolio›$465
Trust Co4
0.0% of portfolio›$465
Kingdom Financial Group Llc.3
0.0% of portfolio›$349
Align Financial, LLC2
0.0% of portfolio›$232
3 Factor Indexing, LLC2
0.0% of portfolio›$233
Nfsg Corp2
0.0% of portfolio›$232
TFC Financial Management, Inc.1
0.0% of portfolio›$117
Gilpin Wealth Management, LLC1
0.0% of portfolio›$117
Downshift Financial, LLC1
0.0% of portfolio›$116
Monetary Solutions, Ltd1
0.0% of portfolio›$116
Kelleher Financial Advisors0
0.0% of portfolio›$20
StyleTurnoverLocationFiled
Principal Financial Group Inc
4,054,649$471.0M0.2%CoreLowDes Moines, IA2026-11-02
M&G Plc
1,582,035$183.5M0.9%CoreMediumLondon, United Kingdom2026-11-04
Curated Wealth Partners LLC
1,450,854$168.5M13.9%GARPLowEl Segundo, CA2026-10-15
Hamlin Capital Management, LLC
1,022,899$118.8M2.9%YieldLowNew York, NY2026-10-08
ICG Advisors, LLC
846,967$98.4M72.1%YieldVery LowLos Angeles, CA2026-10-20
Quilter Plc
836,998$97.2M1.4%GrowthLowLondon, United Kingdom2026-10-21
Truist Financial Corp
769,312$89.4M0.1%CoreLowCharlotte, NC2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
557,864$64.8M0.0%IndexVery LowTokyo, Mexico2026-11-05
Dimensional Fund Advisors LP
504,449$58.6M0.0%IndexLowAustin, TX2026-11-04
Sumitomo Mitsui Trust Group, Inc.
440,317$51.2M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Citigroup Inc
438,749$51.0M0.0%CoreMediumNew York, NY2026-11-04
Cincinnati Insurance Co
370,672$43.1M0.6%CoreLowFairfield, OH2026-11-03
Cincinnati Financial Corp
353,154$41.0M0.8%CoreVery LowCincinnati, OH2026-11-03
Mirae Asset Global Investments Co., Ltd.
299,980$34.8M0.1%GrowthLowSeoul, Malaysia2026-11-03
Generate Investment Management Ltd
259,567$30.2M1.1%GrowthHighAuckland, Peru2026-10-14
Sumitomo Mitsui DS Asset Management Company, Ltd
212,258$24.7M0.2%IndexVery LowTokyo, Mexico2026-10-20
Lido Advisors, LLC
144,873$16.8M0.0%GrowthLowLos Angeles, CA2026-11-04
New York State Teachers Retirement System
121,536$14.1M0.1%CoreVery LowAlbany, NY2026-10-22
Pictet Asset Management Holding SA
114,598$13.3M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Evergreen Capital Management LLC
106,940$12.4M0.2%GARPMediumBellevue, WA2026-10-23
Parnassus Investments, LLC
101,268$11.8M0.0%GrowthMediumSan Francisco, CA2026-10-22
Copeland Capital Management, LLC
97,592$11.3M0.3%ValueMediumConshohocken, PA2026-10-13
Asset Management One Co., Ltd.
92,640$10.8M0.0%IndexVery LowTokyo, Mexico2026-10-27
Tokio Marine Asset Management Co LTD
89,160$10.4M0.3%GrowthLowTokyo, Mexico2026-10-26
Cortland Associates Inc
87,619$10.2M1.5%ValueMediumSt Louis, MO2026-10-29
Strs Ohio
74,462$8.7M0.0%CoreMediumColumbus, OH2026-10-30
Swiss Life Asset Management Ltd
73,358$8.5M0.0%CoreLowZurich, Switzerland2026-11-03
State of New Jersey Common Pension Fund D
68,606$8.0M0.0%CoreLowTrenton, NJ2026-11-05
DekaBank Deutsche Girozentrale
66,897$7.9K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Capital Investment Counsel, LLC
64,805$7.5M0.9%CoreLowDenver, CO2026-10-14
Czech National Bank
64,349$7.5M0.0%IndexVery LowPrague, Bahrain2026-10-13
Exchange Traded Concepts, LLC
59,068$6.9M0.0%GrowthMediumOklahoma City, OK2026-10-28
Xponance LLC
57,702$6.7M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Arizona State Retirement System
57,607$6.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
State of Michigan Retirement System
56,300$6.5M0.0%IndexLowEast Lansing, MI2026-10-27
Dynamic Advisor Solutions LLC
55,192$6.4M0.2%ETFLowPhoenix, AZ2026-10-13
ProShare Advisors LLC
53,500$6.2M0.0%GrowthLowBethesda, MD2026-10-29
IFM Investors Pty Ltd
52,613$6.1M0.0%IndexVery LowMelbourne, China2026-10-14
CIBC Asset Management Inc
52,560$6.1M0.0%GARPLowToronto, South Africa2026-11-05
Daiwa Securities Group Inc.
52,283$6.1M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Creative Planning
52,167$6.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Equitable Trust Co
50,048$5.8M0.2%CoreLowNashville, TN2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
49,480$5.7M0.0%CoreLowHarrisburg, PA2026-11-03
Assetmark, Inc
48,687$5.7M0.0%ETFLowConcord, CA2026-10-21
Retirement Systems of Alabama
46,966$5.5M0.0%IndexLowMontgomery, AL2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
46,732$5.4M0.0%GrowthLowStockholm, Sweden2026-10-15
SEB Asset Management AB
45,569$5.3M0.0%CoreN/AStockholm, Sweden2026-11-04
Cincinnati Specialty Underwriters Insurance Co
45,315$5.3M1.2%CoreLowFairfield, OH2026-11-03
Swedbank AB
41,967$4.9M0.0%GrowthLowStockholm, Sweden2026-10-27
Amalgamated Bank
41,881$4.9M0.1%CoreVery LowNew York, NY2026-10-23
Wealth Enhancement Advisory Services, LLC
40,079$4.7M0.0%CoreLowPlymouth, MN2026-10-13
Rakuten Investment Management, Inc.
39,350$4.7M0.0%ETFMediumTokyo, Mexico2026-10-30
Neos Investment Management LLC
38,294$4.4M0.0%IndexVery LowWestport, CT2026-11-04
Chicago Partners Investment Group LLC
37,285$4.6M0.1%GARPLowChicago, IL2026-10-27
Kornitzer Capital Management Inc
36,904$4.3M0.1%CoreLowShawnee Mission, KS2026-11-03
Mn Services Vermogensbeheer B.V.
34,000$4.0M0.1%CoreVery LowThe Hague, Philippines2026-10-08
Fideuram Asset Management (Ireland) dac
33,746$4.6M0.1%CoreHighDublin 1, Lithuania2026-10-29
Financiere des Professionnels - Fonds d'investissement inc.
32,022$3.7M0.2%GrowthHighMontreal, Austria2026-11-03
OP Asset Management Ltd
31,871$3.7M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Meridian Wealth Management, LLC
31,326$3.6M0.1%GrowthLowLexington, KY2026-11-05
New York Life Investment Management LLC
31,130$3.6M0.0%GrowthLowNew York, NY2026-11-04
Independence Bank of Kentucky
30,500$3.5M0.4%GrowthLowOwensboro, KY2026-10-26
Virginia Retirement Systems ET Al
30,050$3.5M0.0%CoreMediumRichmond, VA2026-10-28
PensionDanmark Pensionsforsikringsaktieselskab
29,610$3.4M0.0%IndexLowCopenhagen O, Greece2026-10-19
MacKenzie Financial Corp
28,952$3.4M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Oregon Public Employees Retirement Fund
27,500$3.2M0.0%IndexVery LowTigard, OR2026-10-30
Obermeyer Wealth Partners
26,568$3.1M0.1%GrowthLowAspen, CO2026-10-21
Concurrent Investment Advisors, LLC
24,750$2.9M0.0%GrowthMediumTampa, FL2026-10-16
Lynx Capital Group LTD
24,603$2.9M1.1%ValueLowBeachwood, OH2026-11-04
UniSuper Management Pty Ltd
24,585$2.9M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Oppenheimer & Co Inc
23,427$2.7M0.0%CoreLowNew York, NY2026-10-26
Apollon Wealth Management, LLC
22,788$2.6M0.0%GrowthLowMount Pleasant, SC2026-10-23
Mutual of America Capital Management LLC
22,715$2.6M0.0%IndexLowNew York, NY2026-10-23
Alps Advisors Inc
22,027$2.6M0.0%YieldLowDenver, CO2026-11-03
State of Alaska, Department of Revenue
21,216$2.5M0.1%CoreVery LowJuneau, AK2026-10-15
Yousif Capital Management, LLC
20,786$2.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Summit Securities Group LLC
19,428$2.3M0.2%CoreVery HighNew York, NY2026-11-05
Candriam S.C.A.
19,354$2.3M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Symphony Financial, Ltd. Co.
17,749$2.1M0.2%GrowthLowHouston, TX2026-10-22
Cox Capital Mgt LLC
17,008$2.0M1.1%GrowthMediumAndover, MA2026-10-07
KBC Group NV
16,888$2.0M0.0%CoreMediumBrussels, Czech Republic2026-10-22
Secure Asset Management, LLC
16,815$2.0M0.3%GrowthMediumTroy, MI2026-10-19
Gulf International Bank (UK) Ltd
16,515$1.9M0.1%CoreVery LowLondon, United Kingdom2026-10-20
Allspring Global Investments Holdings, LLC
15,968$1.9M0.0%CoreMediumCharlotte, NC2026-11-04
Choreo, LLC
15,693$1.8M0.0%IndexLowRockford, IL2026-10-28
Milfam LLC
15,000$1.7M1.2%Deep ValueVery LowStuart, FL2026-10-13
ABN Amro Investment Solutions
14,618$1.7M0.0%GrowthLowParis Cedex 008, India2026-10-21
Valeo Financial Advisors, LLC
13,861$1.6M0.0%ETFLowCarmel, IN2026-10-08
Elevation Point Wealth Partners, LLC
13,754$1.6M0.0%CoreHighDenver, CO2026-11-05
Avanza Fonder AB
13,618$1.6M0.0%GrowthLowStockholm, Sweden2026-10-13
Commonwealth Equity Services, LLC
13,335$1.5M0.0%ETFLowWaltham, MA2026-11-02
Cordoba Advisory Partners LLC
13,289$1.6M0.2%ETFMediumNew York, NY2026-10-19
Atria Investments, Inc
12,561$1.5M0.0%CoreMediumCharlotte, NC2026-10-15
RFG Advisory, LLC
12,452$1.4M0.0%ETFMediumBirmingham, AL2026-11-03
Hartford Investment Management Co
11,949$1.4M0.0%IndexVery LowHartford, CT2026-11-04
AGF Management LTD
11,940$1.4M0.0%GrowthHighToronto, Australia2026-11-03
Stableford Capital II LLC
11,623$1.4M0.5%CoreHighScottsdale, AZ2026-10-09
Cambridge Investment Research Advisors, Inc.
11,592$1.3M0.0%ETFLowFairfield, IA2026-11-02
Nicholas Wealth, Llc.
11,486$1.3M0.7%GrowthMediumMarietta, GA2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
11,376$1.3M0.0%CoreMediumKobenhavn, Greece2026-10-22
Louisiana State Employees Retirement System
11,000$1.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Ethic Inc.
10,991$1.3M0.0%CoreLowNew York, NY2026-11-03
Parallel Advisors, LLC
10,546$1.2M0.0%IndexLowSan Francisco, CA2026-11-03
TD Waterhouse Canada Inc.
10,532$1.2M0.0%CoreLowToronto, Australia2026-10-16
Inspire Trust Co, N.A.
10,500$1.2M0.2%ValueLowReno, NV2026-11-05
Frank, Rimerman Advisors LLC
10,472$1.2M0.1%GrowthLowPalo Alto, CA2026-10-16
B. Metzler seel. Sohn & Co. AG
10,354$1.2M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Fjell Capital, LLC
10,314$1.2M0.7%GrowthLowFargo, ND2026-10-13
Coastline Trust Co
9,939$1.2M0.1%GrowthVery LowProvidence, RI2026-10-01
Ag2r LA Mondiale Gestion D'actifs
9,823$1.1M0.0%GrowthLowParis, India2026-10-26
OpenArc Corporate Advisory, LLC
9,783$1.1M0.0%GrowthLowAtlanta, GA2026-10-21
Farther Finance Advisors, LLC
9,568$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
HB Wealth Management, LLC
9,557$1.1M0.0%IndexVery LowAtlanta, GA2026-10-23
Keybank National Association
9,427$1.1M0.0%CoreLowBrooklyn, OH2026-11-04
Assenagon Asset Management S.A.
9,372$1.1M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Fulcrum Asset Management LLP
9,304$1.1M0.1%CoreMediumLondon, United Kingdom2026-11-04
Whipplewood Advisors, LLC
9,095$1.1M0.7%ETFLowLittleton, CO2026-10-20
Ashton Thomas Private Wealth, LLC
8,111$942.3K0.0%CoreMediumScottsdale, AZ2026-11-03
LVW Advisors, LLC
8,073$937.8K0.1%CoreMediumPittsford, NY2026-10-19
MGO One Seven LLC
7,824$908.9K0.0%GrowthLowBeachwood, OH2026-10-28
E. Ohman J:or Asset Management AB
7,757$901.1K0.0%GrowthMediumStockholm, Sweden2026-10-22
Citizens Financial Group Inc
7,742$899.4K0.0%GrowthLowProvidence, RI2026-10-23
Granite FO LLC
7,705$895.1K0.5%GARPVery LowGilford, NH2026-10-14
San Luis Wealth Advisors LLC
7,618$885.0K0.1%CoreMediumSan Luis Obispo, CA2026-10-27
Lee Financial Co
7,593$882.1K0.1%ETFVery LowDallas, TX2026-10-16
Alliance Wealth Advisors, LLC
7,384$857.8K0.2%ETFHighCenterville, UT2026-10-28
One Wealth Capital Management, LLC
6,834$793.9K0.3%GrowthMediumScottsdale, AZ2026-10-23
Cornerstone Wealth Group, LLC
6,674$775.3K0.0%CoreMediumHuntersville, NC2026-11-02
XXI Wealth, LLC
6,628$770.0K0.3%GrowthLowChicago, IL2026-10-22
Csenge Advisory Group
6,580$764.4K0.0%ETFMediumClearwater, FL2026-11-04
Sterling Capital Management LLC
6,355$738.3K0.0%GARPMediumCharlotte, NC2026-10-22
Dudley Capital Management, LLC
6,200$720.3K0.3%GrowthLowMiddleburg, VA2026-10-23
Portside Wealth Group, LLC
6,166$716.2K0.1%CoreMediumProvo, UT2026-10-20
North Dakota State Investment Board
6,027$700.2K0.0%GrowthMediumBismarck, ND2026-10-27
Everhart Financial Group, Inc.
5,982$694.9K0.0%ETFLowDublin, OH2026-10-08
V-Square Quantitative Management LLC
5,915$687.1K0.1%CoreLowChicago, IL2026-10-15
Kestra Investment Management, LLC
5,891$684.3K0.0%ETFMediumAustin, TX2026-11-04
Overbrook Management Corp
5,862$681.0K0.1%GrowthMediumNew York, NY2026-10-08
Pension & Wealth Management Advisors, Inc.
5,507$639.8K0.1%ETFLowWaltham, MA2026-10-16
Nisa Investment Advisors, LLC
5,352$621.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Harrell Investment Partners, LLC
5,289$614.4K0.1%GrowthLowAustin, TX2026-10-15
Certior Financial Group, LLC
5,152$598.5K0.3%ETFMediumKing Of Prussia, PA2026-10-19
Arvest Investments, Inc.
5,114$594.1K0.1%ETFLowLowell, AR2026-10-21
Tema Etfs LLC
4,989$579.6K0.0%GrowthMediumNew York, NY2026-10-16
Vontobel Holding Ltd.
4,751$551.9K0.0%CoreMediumZurich, Switzerland2026-10-16
Quadrant Capital Group LLC
4,708$544.3K0.0%CoreLowCincinnati, OH2026-10-20
Oppenheimer Asset Management Inc.
4,656$540.9K0.0%CoreMediumNew York, NY2026-10-27
Eagle Global Advisors LLC
4,575$531.5K0.0%CoreLowHouston, TX2026-11-02
Argos Wealth Advisors, LLC
4,554$529.0K0.1%GrowthLowSacramento, CA2026-11-02
GC Wealth Management RIA, LLC
4,443$516.1K0.0%GrowthMediumCambridge, MA2026-11-02
AlphaCore Capital LLC
4,438$515.6K0.0%ETFLowLa Jolla, CA2026-11-04
Park Avenue Securities LLC
4,397$511.0K0.0%ETFMediumNew York, NY2026-10-26
Vise Technologies, Inc.
4,394$510.4K0.0%IndexLowNew York, NY2026-10-29
Beacon Investment Advisory Services, Inc.
4,375$508.2K0.0%GrowthLowMorristown, NJ2026-10-13
TD Private Client Wealth LLC
4,229$491.3K0.0%ETFLowNew York, NY2026-10-28
Ascentis Independent Advisors
4,167$484.1K0.0%ETFLowDallas, TX2026-11-03
Norden Group LLC
4,152$482.4K0.0%GrowthMediumProvo, UT2026-10-20
Journey Retirement Planning & Investment Management LLC
4,126$479.4K0.3%CoreLowAmmon, ID2026-10-09
Third View Private Wealth, LLC
4,084$474.4K0.1%GrowthLowWestport, CT2026-10-30
Advisor OS, LLC
4,079$473.9K0.0%ETFMediumChicago, IL2026-11-03
Avidian Wealth Enterprises, LLC
3,974$461.7K0.0%ETFLowHouston, TX2026-10-08
Kwmg, LLC
3,842$446.3K0.0%ETFVery LowOverland Park, KS2026-10-07
Americana Partners, LLC
3,744$434.9K0.0%CoreMediumHouston, TX2026-10-28
TrinityBridge Ltd
3,730$433.0K0.0%MomentumMediumLondon, United Kingdom2026-10-30
Aries Wealth Management
3,726$432.8K0.1%CoreVery LowPortland, ME2026-10-23
Klingman & Associates, LLC
3,611$419.5K0.0%ETFVery LowNew York, NY2026-10-20
Mather Group, Llc.
3,523$409.3K0.0%ETFMediumChicago, IL2026-10-14
Prime Capital Investment Advisors, LLC
3,508$407.6K0.0%ETFLowOverland Park, KS2026-10-20
Gamma Investing LLC
3,479$404.2K0.0%IndexVery LowFoster City, CA2026-10-08
CenterBook Partners LP
3,452$401.0K0.0%ValueVery HighGreenwich, CT2026-11-02
Signaturefd, LLC
3,436$399.2K0.0%IndexLowAtlanta, GA2026-10-23
Atticus Wealth Management, LLC
3,374$391.9K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Greenleaf Trust
3,236$375.9K0.0%CoreLowKalamazoo, MI2026-10-29
Trueblood Wealth Management, LLC
3,203$372.1K0.1%CoreLowLima, OH2026-10-23
Davenport & Co LLC
3,103$360.5K0.0%CoreMediumRichmond, VA2026-10-14
Stone Summit Wealth LLC
3,100$360.1K0.1%ETFLowMiami, FL2026-10-14
Chesley Taft & Associates LLC
2,979$346.1K0.0%CoreLowChicago, IL2026-10-13
Gibbs Wealth Management
2,965$344.4K0.0%CoreLowAlpharetta, GA2026-10-22
Independent Financial Group, LLC
2,964$344.3K0.0%GrowthLowSan Diego, CA2026-10-13
Kestra Advisory Services, LLC
2,931$340.5K0.0%CoreLowAustin, TX2026-11-02
Wedmont Private Capital
2,894$336.5K0.0%IndexVery LowWest Chester, PA2026-10-09
Prospera Financial Services Inc
2,835$363.7K0.0%CoreMediumDallas, TX2026-11-04
Brighton Jones LLC
2,780$322.9K0.0%CoreVery LowSeattle, WA2026-11-03
HUB Investment Partners, LLC
2,762$320.9K0.0%GrowthLowAustin, TX2026-11-03
Cane Capital Partners, LLC
2,680$311.3K0.1%GrowthMediumSt Francisville, LA2026-10-23
Nemes Rush Group LLC
2,576$299.3K0.0%CoreVery LowNovi, MI2026-11-04
Bryn Mawr Trust Advisors, LLC
2,572$298.8K0.0%CoreLowPhiladelphia, PA2026-11-04
Indivisible Partners
2,563$297.8K0.0%GrowthMediumClearwater, FL2026-10-26
B. Riley Wealth Advisors, Inc.
2,552$296.5K0.0%GrowthLowMemphis, TN2026-10-13
Angeles Wealth Management, LLC
2,423$281.5K0.0%ETFLowSanta Monica, CA2026-10-26
Regions Financial Corp
2,416$280.7K0.0%CoreLowBirmingham, AL2026-11-05
GAM Holding AG
2,370$275.3K0.0%CoreMediumZurich, Switzerland2026-11-03
Leo Wealth, LLC
2,367$274.2K0.1%CoreLowHurst, TX2026-10-26
Fifth Third Wealth Advisors LLC
2,272$263.9K0.0%IndexVery LowCincinnati, OH2026-10-22
Trust Asset Management LLC
2,269$263.6K0.0%ETFVery LowHouston, TX2026-11-03
iA Global Asset Management Inc.
2,220$258.0K0.0%GrowthMediumQuebec, Austria2026-10-29
Larson Financial Group LLC
2,219$257.8K0.0%GrowthLowSt Louis, MO2026-11-05
United Advisor Group, LLC
2,217$257.5K0.0%ETFLowCincinnati, OH2026-11-03
Fulton Bank, N.A.
2,206$256.3K0.0%CoreLowLancaster, PA2026-10-14
Guardian Partners Inc.
2,198$255.3K0.0%ValueMediumToronto, South Africa2026-10-21
Walled Lake Planning & Wealth Management, LLC
2,130$247.5K0.1%ETFLowHighland Park, IL2026-10-29
Cypress Capital Group
2,125$246.9K0.0%CoreLowPalm Beach, FL2026-11-03
71 West Capital Partners
2,116$245.8K0.0%IndexVery LowBoston, MA2026-11-04
Profund Advisors LLC
2,086$242.3K0.0%GrowthLowBethesda, MD2026-10-29
CX Institutional
2,077$2410.0%CoreMediumAuburn, IN2026-10-02
Diversify Wealth Management, LLC
2,026$231.1K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
2,026$231.1K0.0%GrowthLowSandy, UT2026-10-20
Crossmark Global Holdings, Inc.
2,008$233.3K0.0%GARPMediumHouston, TX2026-10-21
Sanders Morris Harris LLC
2,000$244.0K0.0%GARPLowHouston, TX2026-10-14
Buttonwood Financial Advisors Inc.
1,991$231.3K0.1%GARPLowBaltimore, MD2026-10-13
Victory Financial Group, LLC
1,987$230.8K0.0%ETFLowAustin, TX2026-10-27
Inscription Capital, LLC
1,983$230.4K0.0%GARPMediumHouston, TX2026-11-02
Spire Wealth Management
1,916$222.5K0.0%GrowthMediumMclean, VA2026-10-30
Beaumont Financial Advisors, LLC
1,848$214.7K0.0%GrowthMediumNeedham, MA2026-10-22
Cigna Investments Inc
1,838$213.0K0.1%CoreVery LowBloomfield, CT2026-10-19
Leonteq Securities AG
1,807$209.9K0.0%CoreHighZurich, Switzerland2026-10-29
Pinnacle Associates LTD
1,773$205.9K0.0%CoreLowNew York, NY2026-10-20
Kestra Private Wealth Services, LLC
1,762$204.7K0.0%GrowthLowAustin, TX2026-10-30
MassMutual Private Wealth & Trust, FSB
1,725$200.4K0.0%CoreLowSpringfield, MA2026-10-05
Albion Financial Group
1,650$191.7K0.0%GrowthLowSalt Lake City, UT2026-10-21
Raiffeisen Bank International AG
1,644$195.6K0.0%GrowthMediumVienna, Chile2026-10-28
William Mack & Associates, Inc.
1,642$190.8K0.1%ETFLowTroy, MI2026-10-27
Chilton Capital Management LLC
1,615$187.6K0.0%GrowthMediumHouston, TX2026-10-28
EverSource Wealth Advisors, LLC
1,512$175.7K0.0%CoreMediumBirmingham, AL2026-11-04
West Paces Advisors Inc.
1,214$141.0K0.0%ETFLowAtlanta, GA2026-10-13
Lanark Financial, Inc.
1,171$136.0K0.0%CoreMediumBirmingham, AL2026-10-26
Laurel Wealth Advisors LLC
1,049$121.8K0.0%CoreVery LowCharlotte, NC2026-10-27
Compagnie Lombard Odier SCmA
870$101.1K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Birch Financial Group, LLC
835$97.0K0.0%CoreLowKeene, NH2026-10-27
Compound Global Advisors, LLC
800$92.9K1.0%Agg GrowthHighMercer Island, WA2026-10-20
Elyxium Wealth, LLC
789$91.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Livforsakringsbolaget Skandia, Omsesidigt
709$82.4K0.0%GrowthMediumStockholm, Sweden2026-10-21
American National Bank & Trust
676$78.5K0.0%CoreVery LowWichita Falls, TX2026-10-07
Parkside Financial Bank & Trust
648$75.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Cromwell Holdings LLC
622$72.3K0.0%IndexLowJackson, WY2026-10-28
Covestor Ltd
596$69.0K0.1%ValueHighLondon, United Kingdom2026-10-30
IFP Advisors, Inc
593$68.9K0.0%GrowthLowTampa, FL2026-10-16
Y.D. More Investments Ltd
591$68.7K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Private Trust Co NA
554$64.4K0.0%CoreLowCleveland, OH2026-10-20
Canton Hathaway, LLC
520$60.4K0.0%ValueLowProvidence, RI2026-10-23
Provenance Wealth Advisors, LLC
485$56.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Financial Network Wealth Advisors LLC
475$55.2K0.1%ETFLowMurray, UT2026-10-28
Cassaday & Co Wealth Management LLC
467$54.3K0.0%ETFVery LowMclean, VA2026-10-27
Versant Capital Management, Inc
444$51.6K0.0%GARPLowPhoenix, AZ2026-10-02
GK Wealth Management LLC
442$51.4K0.0%GARPVery HighReno, NV2026-10-09
Bokf, NA
407$47.3K0.0%CoreLowTulsa, OK2026-10-27
Key FInancial Inc
403$46.8K0.0%ETFLowWest Chester, PA2026-11-02
Root Financial Partners, LLC
355$41.2K0.0%ETFMediumEncinitas, CA2026-10-21
Intesa Sanpaolo Wealth Management
350$40.7K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
Hartford Financial Management Inc.
299$34.7K0.0%CoreLowWest Hartford, CT2026-10-21
Harbor Investment Advisory, LLC
292$33.9K0.0%GrowthLowLutherville, MD2026-10-13
Blue Trust, Inc.
278$32.3K0.0%ETFLowBrentwood, TN2026-10-15
Trust Co of Vermont
274$31.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
CoreCap Advisors, LLC
253$29.4K0.0%ETFMediumSouthfield, MI2026-10-08
Triumph Capital Management
250$29.0K0.0%ETFMediumDenver, CO2026-10-14
Eastern Bank
250$29.0K0.0%GrowthMediumBoston, MA2026-10-05
Elevation Wealth Partners, LLC
246$28.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Arlington Trust Co LLC
241$28.0K0.0%ETFMediumBirmingham, AL2026-10-20
Ares Financial Consulting, LLC
234$27.2K0.0%CoreLowCalabasas, CA2026-10-19
First Horizon Corp
229$26.6K0.0%CoreLowMemphis, TN2026-10-26
SBK Financial, Inc.
225$26.1K0.0%N/AN/ARichmond, VA2026-11-02
Compass Wealth Management LLC
210$24.4K0.0%GARPLowGuilford, CT2026-10-22
Plante Moran Financial Advisors, LLC
197$22.9K0.0%ETFVery LowSouthfield, MI2026-11-04
Burkett Financial Services, LLC
194$22.6K0.0%ETFLowRock Hill, SC2026-10-01
Pinnacle Wealth Planning Services, Inc.
193$22.4K0.0%GARPLowMansfield, OH2026-10-27
Noble Wealth Management PBC
180$20.9K0.0%YieldMediumGreenwood Village, CO2026-10-01
Rossby Financial, LCC
178$20.7K0.0%ETFMediumMelbourne, FL2026-11-05
James T. Borello RIA
175$20.3K0.0%ETFVery LowEast Dundee, IL2026-10-16
Latitude Advisors, LLC
172$20.0K0.0%ETFLowYorkville, IL2026-10-27
Essential Partners LLC
161$18.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Salomon & Ludwin, LLC
150$17.4K0.0%ETFVery LowRichmond, VA2026-10-29
SJS Investment Consulting Inc.
149$17.3K0.0%ETFVery LowSylvania, OH2026-10-26
SBI Securities Co., Ltd.
144$16.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Murphy & Mullick Capital Management Corp
140$16.3K0.0%GrowthLowSmithtown, NY2026-11-02
Rational Advisors, Inc.
135$15.7K0.0%ETFMediumSan Juan, PR2026-11-02
Farmers & Merchants Investments Inc
135$15.7K0.0%CoreVery LowLincoln, NE2026-10-22
Manchester Capital Management LLC
123$14.3K0.0%CoreLowManchester, VT2026-10-22
Next Level Wealth Planning, LLC
120$13.9K0.0%ETFVery LowMeridian, ID2026-10-29
Joseph Group Capital Management
117$13.6K0.0%ETFLowColumbus, OH2026-11-04
Owl Creek Wealth Partners LLC
116$13.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Physician Wealth Advisors, Inc.
113$13.1K0.0%ETFMediumMidvale, UT2026-10-20
Capital Advisors, Ltd. LLC
112$13.0K0.0%ETFLowShaker Heights, OH2026-10-27
Westside Investment Management, Inc.
112$13.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Atwood & Palmer Inc
107$12.4K0.0%CoreVery LowKansas City, MO2026-10-08
Activest Wealth Management
94$10.9K0.0%ETFLowAventura, FL2026-10-15
WPG Advisers, LLC
94$10.9K0.0%CoreLowBaltimore, MD2026-10-27
Bell Investment Advisors, Inc
90$10.5K0.0%ETFVery LowOrinda, CA2026-10-29
Valley National Advisers Inc
83$9.6K0.0%ETFLowBethlehem, PA2026-10-23
Cullen T Bankers, Inc.
82$9.5K0.0%GrowthLowSan Antonio, TX2026-10-28
UMB Private Wealth Management, LLC
78$9.1K0.0%GrowthN/AKansas City, MO2026-10-19
Proathlete Wealth Management LLC
67$7.8K0.0%ETFVery LowBoca Raton, FL2026-10-15
True Wealth Design, LLC
66$7.7K0.0%ETFMediumAkron, OH2026-10-13
Avion Wealth
61$70.0%ETFLowThe Woodlands, TX2026-11-04
JFS Wealth Advisors, LLC
60$7.0K0.0%ETFVery LowHermitage, PA2026-11-03
Wolff Wiese Magana LLC
56$6.5K0.0%GrowthLowCarslbad, CA2026-10-15
Prudent Man Investment Management, Inc.
56$6.5K0.0%ETFVery LowLouisville, CO2026-11-03
Fairscale Capital, LLC
44$5.6K0.0%GrowthVery LowNashua, NH2026-11-04
Fortitude Family Office, LLC
41$4.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Ascentis Wealth Management, LLC
40$4.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Financial Consulate, Inc
40$4.6K0.0%ETFLowHunt Valley, MD2026-10-23
Marquette Asset Management, LLC
35$4.1K0.0%ETFVery LowMinneapolis, MN2026-10-09
Adirondack Trust Co
33$3.8K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Tounjian Advisory Partners, LLC
29$3.4K0.0%GrowthHighFort Myers, FL2026-11-04
Grove Bank & Trust
27$3.1K0.0%ETFLowMiami, FL2026-10-08
Signature Equity Partners, LLC
27$3.1K0.0%GrowthMediumColumbus, OH2026-10-29
Bay Harbor Wealth Management, LLC
27$3.1K0.0%ETFMediumHunt Valley, MD2026-11-03
Armstrong Advisory Group, Inc
27$3.1K0.0%ETFHighNeedham, MA2026-10-09
MV Capital Management, Inc.
26$3.0K0.0%ETFLowBethesda, MD2026-10-29
Brown, Lisle Ings, Inc.
25$2.9K0.0%CoreVery LowProvidence, RI2026-10-16
Caitong International Asset Management Co., Ltd
24$2.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Oakworth Capital, Inc.
23$2.7K0.0%ETFLowBirmingham, AL2026-10-26
Nvwm, LLC
22$2.6K0.0%GrowthMediumYardley, PA2026-10-14
Meriwether Wealth & Planning, LLC
21$2.4K0.0%ETFMediumMinden, LA2026-10-13
Washington Trust Advisors, Inc.
20$2.3K0.0%GrowthLowWellesley, MA2026-10-22
KFG LLC
19$2.2K0.0%ETFN/ARapid City, SD2026-11-02
Planning Strategies Inc.
18$2.1K0.0%ETFN/ALancaster, PA2026-10-02
Center for Financial Planning, Inc.
16$1.9K0.0%ETFLowSouthfied, MI2026-10-26
Compass Financial Management LLC
16$1.9K0.0%CoreN/ATampa, FL2026-10-30
American Capital Advisory, LLC
16$1.9K0.0%ETFLowKetchum, ID2026-10-28
Clark Wealth Partners
15$1.7K0.0%ETFVery LowO'Fallon, IL2026-10-19
Hughes Financial Services, LLC
15$1.9K0.0%ETFLowHerndon, VA2026-10-30
Bfsg, LLC
14$1.6K0.0%CoreLowIrvine, CA2026-10-30
North Star Investment Management Corp.
14$1.6K0.0%CoreLowChicago, IL2026-10-27
Balance Wealth Partners LLC
14$1.7K0.0%ETFMediumWorthington, OH2026-10-27
DiNuzzo Private Wealth, Inc.
13$1.5K0.0%ETFLowBeaver, PA2026-10-16
Davis Capital Management
13$1.5K0.0%CoreLowJacksonville, FL2026-10-08
Cape Investment Advisory, Inc.
12$1.4K0.0%ETFLowMcdonough, GA2026-10-13
Investors Research Corp
12$1.4K0.0%ETFLowAtlanta, GA2026-10-07
GoalVest Advisory LLC
11$1.3K0.0%ETFMediumNew York, NY2026-10-02
Burk Holdings LLC
11$1.3K0.0%ETFVery LowTulsa, OK2026-11-05
Silver Grove Financial Group, Inc.
11$1.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Creative Capital Management Investments LLC
9$1.0K0.0%ETFLowSan Diego, CA2026-10-28
Torren Management, LLC
9$1.0K0.0%ETFMediumSan Diego, CA2026-10-29
Dhjj Financial Advisors, Ltd.
8$9300.0%ETFVery LowNaperville, IL2026-10-23
Quaker Wealth Management, LLC
8$9300.0%ETFMediumMoorestown, NJ2026-10-22
Princeton Global Asset Management LLC
8$9290.0%GrowthLowPrinceton, NJ2026-10-21
Breakwater Investment Management
8$9300.0%ETFLowSeattle, WA2026-10-20
WestEnd Advisors, LLC
7$8130.0%ETFMediumCharlotte, NC2026-10-27
Private Wealth Management Group, LLC
7$8140.0%ETFLowPrinceton, NJ2026-10-19
Retirement Wealth Solutions LLC
6$6980.0%ETFLowMarshfield, WI2026-10-07
Highline Wealth Partners LLC
5$5810.0%ETFMediumSherman Oaks, CA2026-10-19
DecisionPoint Financial, LLC
5$5830.0%ETFVery LowMesa, AZ2026-10-27
GHP Investment Advisors, Inc.
4$4650.0%CoreVery LowDenver, CO2026-10-15
Rakuten Securities, Inc.
4$4650.0%Agg GrowthHighTokyo, Mexico2026-11-02
Birchwood Financial Partners, Inc.
4$4650.0%ETFVery LowBloomington, MN2026-11-02
Trust Co
4$4650.0%ETFVery LowManhattan, KS2026-10-09
Kingdom Financial Group Llc.
3$3490.0%ETFMediumPeoria, AZ2026-11-04
Align Financial, LLC
2$2320.0%ETFVery LowHermantown, MN2026-10-16
3 Factor Indexing, LLC
2$2330.0%ETFLowSacramento, CA2026-10-15
Nfsg Corp
2$2320.0%Agg GrowthMediumBoca Raton, FL2026-10-15
TFC Financial Management, Inc.
1$1170.0%ETFVery LowBoston, MA2026-10-26
Gilpin Wealth Management, LLC
1$1170.0%GrowthLowDenver, CO2026-10-09
Downshift Financial, LLC
1$1160.0%ETFLowBoulder, CO2026-10-13
Monetary Solutions, Ltd
1$1160.0%ETFVery LowDayton, OH2026-10-22
Kelleher Financial Advisors
0$200.0%CoreMediumNew York, NY2026-10-30