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Avantor Inc (AVTR)

CUSIP: 05352A100 | NYSE | Healthcare · Medical Instruments & Supplies | Mid Cap | 1441 institutional holders

Quarters

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

Dimensional Fund Advisors LP24,758,642
0.1% of portfolio›$372.6M
Greenhaven Associates Inc24,359,610
4.6% of portfolio›$366.6M
Yacktman Asset Management LP4,770,000
0.9% of portfolio›$71.8M
Citigroup Inc2,784,635
0.0% of portfolio›$41.9M
Private Management Group Inc2,583,553
1.1% of portfolio›$38.9M
Principal Financial Group Inc1,759,257
0.0% of portfolio›$26.5M
Wedge Capital Management L L P1,685,513
0.4% of portfolio›$25.4M
Simplify Asset Management Inc.965,919
0.2% of portfolio›$14.5M
Retirement Systems of Alabama697,627
0.0% of portfolio›$10.5M
DekaBank Deutsche Girozentrale632,186
0.0% of portfolio›$9.6K
Creative Planning524,038
0.0% of portfolio›$7.9M
Exchange Traded Concepts, LLC464,260
0.0% of portfolio›$7.0M
Agman Capital LLC414,898
4.4% of portfolio›$6.2M
Commonwealth Equity Services, LLC386,852
0.0% of portfolio›$5.8M
New York State Teachers Retirement System339,063
0.0% of portfolio›$5.1M
Gateway Investment Advisers LLC303,948
0.0% of portfolio›$4.6M
Amalgamated Bank300,966
0.1% of portfolio›$4.5M
Mutual of America Capital Management LLC246,316
0.0% of portfolio›$3.7M
State of New Jersey Common Pension Fund D220,009
0.0% of portfolio›$3.3M
Louisiana State Employees Retirement System200,900
0.0% of portfolio›$3.0M
Wealth Enhancement Advisory Services, LLC195,171
0.0% of portfolio›$2.6M
Arizona State Retirement System187,407
0.0% of portfolio›$2.8M
Fulcrum Asset Management LLP176,112
0.1% of portfolio›$2.7M
Sivik Global Healthcare LLC175,000
1.5% of portfolio›$2.6M
Yousif Capital Management, LLC161,481
0.0% of portfolio›$2.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS161,443
0.0% of portfolio›$2.4M
State of Michigan Retirement System158,700
0.0% of portfolio›$2.4M
Oregon Public Employees Retirement Fund140,157
0.0% of portfolio›$2.1M
Virginia Retirement Systems ET Al137,200
0.0% of portfolio›$2.1M
Moody National Bank Trust Division120,292
0.1% of portfolio›$1.8M
Harbor Capital Advisors, Inc.111,613
0.3% of portfolio›$1.7M
Pictet Asset Management Holding SA106,556
0.0% of portfolio›$1.6M
Assenagon Asset Management S.A.105,077
0.0% of portfolio›$1.6M
State of Alaska, Department of Revenue99,857
0.0% of portfolio›$1.5M
Vise Technologies, Inc.99,327
0.0% of portfolio›$1.5M
Arga Investment Management, LP97,329
0.0% of portfolio›$1.5M
Gerald Baker Financial Group LLC94,206
0.4% of portfolio›$1.4M
Choreo, LLC85,936
0.0% of portfolio›$1.3M
Xponance LLC77,341
0.0% of portfolio›$1.2M
Oppenheimer Asset Management Inc.73,172
0.0% of portfolio›$1.1M
Modera Wealth Management, LLC70,862
0.0% of portfolio›$1.1M
Swiss Life Asset Management Ltd66,536
0.0% of portfolio›$1.0M
Truist Financial Corp62,567
0.0% of portfolio›$941.6K
Ethic Inc.55,706
0.0% of portfolio›$838.4K
Chicago Partners Investment Group LLC53,137
0.0% of portfolio›$918.7K
Gamma Investing LLC51,035
0.0% of portfolio›$768.1K
Evergreen Capital Management LLC47,938
0.0% of portfolio›$721.5K
Blue Trust, Inc.45,267
0.0% of portfolio›$681.3K
Crossmark Global Holdings, Inc.45,211
0.0% of portfolio›$680.4K
Quadrant Capital Group LLC43,875
0.0% of portfolio›$682.3K
Lido Advisors, LLC40,121
0.0% of portfolio›$603.8K
Aaron Wealth Advisors LLC39,382
0.0% of portfolio›$592.7K
True Freedom Investing, LLC39,010
0.1% of portfolio›$587.1K
MacKenzie Financial Corp37,689
0.0% of portfolio›$567.2K
Brighton Jones LLC34,897
0.0% of portfolio›$525.2K
Diversify Wealth Management, LLC33,959
0.0% of portfolio›$546.4K
Diversify Advisory Services, LLC33,959
0.0% of portfolio›$546.4K
HB Wealth Management, LLC33,537
0.0% of portfolio›$504.7K
DeDora Capital, Inc.33,237
0.1% of portfolio›$500.2K
Atria Investments, Inc31,751
0.0% of portfolio›$477.8K
Central Pacific Bank - Trust Division31,300
0.0% of portfolio›$471.1K
111 Capital29,696
0.1% of portfolio›$446.9K
NorthCrest Asset Manangement, LLC28,487
0.0% of portfolio›$438.4K
Praxis Investment Management Inc27,869
0.0% of portfolio›$419.0K
State of Wyoming26,020
0.0% of portfolio›$391.6K
ProShare Advisors LLC25,703
0.0% of portfolio›$386.8K
Certuity, LLC24,792
0.0% of portfolio›$373.1K
First Bank & Trust23,802
0.1% of portfolio›$358.2K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management23,609
0.0% of portfolio›$355.3K
Citizens Financial Group Inc22,566
0.0% of portfolio›$339.6K
Fifth Third Wealth Advisors LLC22,503
0.0% of portfolio›$338.7K
Pinkerton Wealth, LLC21,517
0.1% of portfolio›$323.8K
KBC Group NV21,451
0.0% of portfolio›$323.0K
Bfsg, LLC21,337
0.0% of portfolio›$321.1K
Kintegral Advisory, LLC21,246
0.0% of portfolio›$319.8K
CIBC Asset Management Inc21,174
0.0% of portfolio›$318.7K
Counterpoint Mutual Funds LLC20,796
0.0% of portfolio›$313.0K
Greenleaf Trust20,468
0.0% of portfolio›$308.0K
North Dakota State Investment Board20,183
0.0% of portfolio›$303.8K
HUB Investment Partners, LLC19,423
0.0% of portfolio›$292.3K
Parallel Advisors, LLC19,033
0.0% of portfolio›$286.4K
Sterling Capital Management LLC19,013
0.0% of portfolio›$286.1K
AlphaCore Capital LLC18,615
0.0% of portfolio›$280.2K
Net Worth Advisory Group17,287
0.1% of portfolio›$259.8K
Crestwood Advisors Group, LLC14,848
0.0% of portfolio›$223.5K
Versant Capital Management, Inc14,163
0.0% of portfolio›$213.2K
Krilogy Financial LLC13,425
0.0% of portfolio›$208.0K
Allspring Global Investments Holdings, LLC13,253
0.0% of portfolio›$199.2K
Sage Rhino Capital LLC13,060
0.0% of portfolio›$196.6K
Verus Capital Partners, LLC12,647
0.0% of portfolio›$190.3K
Profund Advisors LLC12,444
0.0% of portfolio›$187.3K
John G Ullman & Associates Inc11,800
0.0% of portfolio›$177.6K
Cidel Asset Management Inc11,299
0.0% of portfolio›$170.1K
Parcion Private Wealth LLC11,292
0.0% of portfolio›$169.9K
Abel Hall, LLC10,879
0.0% of portfolio›$163.7K
Portside Wealth Group, LLC10,401
0.0% of portfolio›$156.5K
Strs Ohio9,053
0.0% of portfolio›$136.2K
TrinityBridge Ltd8,450
0.0% of portfolio›$127.0K
EverSource Wealth Advisors, LLC7,252
0.0% of portfolio›$109.1K
Farther Finance Advisors, LLC6,696
0.0% of portfolio›$100.8K
Ascentis Wealth Management, LLC6,205
0.0% of portfolio›$93.4K
IFP Advisors, Inc5,858
0.0% of portfolio›$88.2K
Covestor Ltd5,806
0.2% of portfolio›$88.0K
SJS Investment Consulting Inc.5,016
0.0% of portfolio›$75.5K
Nisa Investment Advisors, LLC4,938
0.0% of portfolio›$74.3K
Signaturefd, LLC4,072
0.0% of portfolio›$61.3K
Root Financial Partners, LLC3,768
0.0% of portfolio›$56.7K
Salomon & Ludwin, LLC3,120
0.0% of portfolio›$47.0K
Elyxium Wealth, LLC2,936
0.0% of portfolio›$44.2K
Elevation Wealth Partners, LLC2,803
0.0% of portfolio›$42.2K
Mitsubishi UFJ Asset Management Co., Ltd.2,500
0.0% of portfolio›$37.6K
Leonteq Securities AG2,406
0.0% of portfolio›$36.2K
Owl Creek Wealth Partners LLC2,380
0.0% of portfolio›$35.8K
Montag A & Associates Inc1,992
0.0% of portfolio›$30.0K
Caitong International Asset Management Co., Ltd1,886
0.0% of portfolio›$28.4K
Private Trust Co NA1,823
0.0% of portfolio›$27.4K
Parkside Financial Bank & Trust1,598
0.0% of portfolio›$24.1K
Mirae Asset Global Investments Co., Ltd.1,528
0.0% of portfolio›$23.0K
V-Square Quantitative Management LLC1,519
0.0% of portfolio›$22.9K
MassMutual Private Wealth & Trust, FSB1,457
0.0% of portfolio›$21.9K
Activest Wealth Management1,434
0.0% of portfolio›$21.6K
Essential Partners LLC1,422
0.0% of portfolio›$21.4K
Mather Group, Llc.1,376
0.0% of portfolio›$20.7K
Provenance Wealth Advisors, LLC1,296
0.0% of portfolio›$19.5K
First Horizon Corp1,267
0.0% of portfolio›$19.1K
Pension & Wealth Management Advisors, Inc.1,154
0.0% of portfolio›$17.4K
True Wealth Design, LLC1,124
0.0% of portfolio›$16.9K
Tributary Capital Management, LLC824
0.0% of portfolio›$12.4K
Private Wealth Management Group, LLC756
0.0% of portfolio›$11.4K
Assetmark, Inc739
0.0% of portfolio›$11.1K
Carnegie Lake Advisors LLC735
0.7% of portfolio›$2.0M
North Star Investment Management Corp.720
0.0% of portfolio›$10.8K
James T. Borello RIA667
0.0% of portfolio›$10.0K
Farmers & Merchants Investments Inc570
0.0% of portfolio›$8.6K
Physician Wealth Advisors, Inc.505
0.0% of portfolio›$7.6K
GK Wealth Management LLC491
0.0% of portfolio›$7.4K
High Note Wealth, LLC482
0.0% of portfolio›$7.3K
Fortitude Family Office, LLC357
0.0% of portfolio›$5.4K
GoalVest Advisory LLC336
0.0% of portfolio›$5.1K
Costello Asset Management, Inc300
0.0% of portfolio›$4.5K
Gilpin Wealth Management, LLC269
0.0% of portfolio›$4.0K
Bokf, NA262
0.0% of portfolio›$3.9K
Cromwell Holdings LLC251
0.0% of portfolio›$3.8K
Proathlete Wealth Management LLC236
0.0% of portfolio›$3.6K
Manchester Capital Management LLC222
0.0% of portfolio›$3.3K
MV Capital Management, Inc.214
0.0% of portfolio›$3.2K
TD Private Client Wealth LLC205
0.0% of portfolio›$3.1K
Arlington Trust Co LLC199
0.0% of portfolio›$3.0K
Birch Financial Group, LLC195
0.0% of portfolio›$2.9K
Marquette Asset Management, LLC192
0.0% of portfolio›$2.9K
Creative Capital Management Investments LLC191
0.0% of portfolio›$2.9K
Avion Wealth191
0.0% of portfolio›$2
Bell Investment Advisors, Inc173
0.0% of portfolio›$2.6K
JFS Wealth Advisors, LLC172
0.0% of portfolio›$2.6K
Capital Advisors, Ltd. LLC166
0.0% of portfolio›$2
Bare Financial Services, Inc163
0.0% of portfolio›$2.5K
Pinnacle Wealth Planning Services, Inc.152
0.0% of portfolio›$2.3K
Planning Strategies Inc.143
0.0% of portfolio›$2.2K
UMB Private Wealth Management, LLC120
0.0% of portfolio›$1.8K
Bay Harbor Wealth Management, LLC114
0.0% of portfolio›$1.7K
Valley National Advisers Inc89
0.0% of portfolio›$1.3K
Creative Financial Designs Inc80
0.0% of portfolio›$1.2K
Wilmington Savings Fund Society, FSB57
0.0% of portfolio›$858
SBI Securities Co., Ltd.52
0.0% of portfolio›$783
DiNuzzo Private Wealth, Inc.46
0.0% of portfolio›$693
Quaker Wealth Management, LLC41
0.0% of portfolio›$618
Hughes Financial Services, LLC28
0.0% of portfolio›$467
DecisionPoint Financial, LLC21
0.0% of portfolio›$316
Balance Wealth Partners LLC17
0.0% of portfolio›$253
American Capital Advisory, LLC11
0.0% of portfolio›$166
Nfsg Corp10
0.0% of portfolio›$151
Signature Equity Partners, LLC8
0.0% of portfolio›$120
3 Factor Indexing, LLC8
0.0% of portfolio›$121
Buck Wealth Strategies, LLC5
0.0% of portfolio›$75
Maryland Capital Advisors Inc.4
0.0% of portfolio›$61
Signature Resources Capital Management, LLC1
0.0% of portfolio›$15
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
24,758,642$372.6M0.1%IndexLowAustin, TX2026-11-04
Greenhaven Associates Inc
24,359,610$366.6M4.6%Deep ValueLowPurchase, NY2026-10-26
Yacktman Asset Management LP
4,770,000$71.8M0.9%ValueVery LowAustin, TX2026-11-02
Citigroup Inc
2,784,635$41.9M0.0%CoreMediumNew York, NY2026-11-04
Private Management Group Inc
2,583,553$38.9M1.1%YieldLowIrvine, CA2026-11-04
Principal Financial Group Inc
1,759,257$26.5M0.0%CoreLowDes Moines, IA2026-11-02
Wedge Capital Management L L P
1,685,513$25.4M0.4%ValueMediumCharlotte, NC2026-10-13
Simplify Asset Management Inc.
965,919$14.5M0.2%CoreLowLas Vegas, NV2026-10-27
Retirement Systems of Alabama
697,627$10.5M0.0%IndexLowMontgomery, AL2026-11-04
DekaBank Deutsche Girozentrale
632,186$9.6K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Creative Planning
524,038$7.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Exchange Traded Concepts, LLC
464,260$7.0M0.0%GrowthMediumOklahoma City, OK2026-10-28
Agman Capital LLC
414,898$6.2M4.4%ValueMediumOmaha, NE2026-10-29
Commonwealth Equity Services, LLC
386,852$5.8M0.0%ETFLowWaltham, MA2026-11-02
New York State Teachers Retirement System
339,063$5.1M0.0%CoreVery LowAlbany, NY2026-10-22
Gateway Investment Advisers LLC
303,948$4.6M0.0%GrowthLowCincinnati, OH2026-10-13
Amalgamated Bank
300,966$4.5M0.1%CoreVery LowNew York, NY2026-10-23
Mutual of America Capital Management LLC
246,316$3.7M0.0%IndexLowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
220,009$3.3M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
200,900$3.0M0.0%IndexLowBaton Rouge, LA2026-10-20
Wealth Enhancement Advisory Services, LLC
195,171$2.6M0.0%CoreLowPlymouth, MN2026-10-13
Arizona State Retirement System
187,407$2.8M0.0%IndexVery LowPhoenix, AZ2026-11-03
Fulcrum Asset Management LLP
176,112$2.7M0.1%CoreMediumLondon, United Kingdom2026-11-04
Sivik Global Healthcare LLC
175,000$2.6M1.5%ValueMediumGreenwich, CT2026-10-13
Yousif Capital Management, LLC
161,481$2.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
161,443$2.4M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
158,700$2.4M0.0%IndexLowEast Lansing, MI2026-10-27
Oregon Public Employees Retirement Fund
140,157$2.1M0.0%IndexVery LowTigard, OR2026-10-30
Virginia Retirement Systems ET Al
137,200$2.1M0.0%CoreMediumRichmond, VA2026-10-28
Moody National Bank Trust Division
120,292$1.8M0.1%CoreMediumGalveston, TX2026-10-06
Harbor Capital Advisors, Inc.
111,613$1.7M0.3%ValueHighChicago, IL2026-10-22
Pictet Asset Management Holding SA
106,556$1.6M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Assenagon Asset Management S.A.
105,077$1.6M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
State of Alaska, Department of Revenue
99,857$1.5M0.0%CoreVery LowJuneau, AK2026-10-15
Vise Technologies, Inc.
99,327$1.5M0.0%IndexLowNew York, NY2026-10-29
Arga Investment Management, LP
97,329$1.5M0.0%Deep ValueHighMiami, FL2026-10-30
Gerald Baker Financial Group LLC
94,206$1.4M0.4%GARPLowArlington, TX2026-10-09
Choreo, LLC
85,936$1.3M0.0%IndexLowRockford, IL2026-10-28
Xponance LLC
77,341$1.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Oppenheimer Asset Management Inc.
73,172$1.1M0.0%CoreMediumNew York, NY2026-10-27
Modera Wealth Management, LLC
70,862$1.1M0.0%ETFVery LowWestwood, NJ2026-10-28
Swiss Life Asset Management Ltd
66,536$1.0M0.0%CoreLowZurich, Switzerland2026-11-03
Truist Financial Corp
62,567$941.6K0.0%CoreLowCharlotte, NC2026-10-30
Ethic Inc.
55,706$838.4K0.0%CoreLowNew York, NY2026-11-03
Chicago Partners Investment Group LLC
53,137$918.7K0.0%GARPLowChicago, IL2026-10-27
Gamma Investing LLC
51,035$768.1K0.0%IndexVery LowFoster City, CA2026-10-08
Evergreen Capital Management LLC
47,938$721.5K0.0%GARPMediumBellevue, WA2026-10-23
Blue Trust, Inc.
45,267$681.3K0.0%ETFLowBrentwood, TN2026-10-15
Crossmark Global Holdings, Inc.
45,211$680.4K0.0%GARPMediumHouston, TX2026-10-21
Quadrant Capital Group LLC
43,875$682.3K0.0%CoreLowCincinnati, OH2026-10-20
Lido Advisors, LLC
40,121$603.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Aaron Wealth Advisors LLC
39,382$592.7K0.0%GrowthMediumChicago, IL2026-10-13
True Freedom Investing, LLC
39,010$587.1K0.1%CoreHighCoeur D'Alene, ID2026-10-29
MacKenzie Financial Corp
37,689$567.2K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Brighton Jones LLC
34,897$525.2K0.0%CoreVery LowSeattle, WA2026-11-03
Diversify Wealth Management, LLC
33,959$546.4K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
33,959$546.4K0.0%GrowthLowSandy, UT2026-10-20
HB Wealth Management, LLC
33,537$504.7K0.0%IndexVery LowAtlanta, GA2026-10-23
DeDora Capital, Inc.
33,237$500.2K0.1%ETFVery LowNapa, CA2026-10-26
Atria Investments, Inc
31,751$477.8K0.0%CoreMediumCharlotte, NC2026-10-15
Central Pacific Bank - Trust Division
31,300$471.1K0.0%CoreMediumHonolulu, HI2026-10-06
111 Capital
29,696$446.9K0.1%CoreVery HighParis, India2026-11-03
NorthCrest Asset Manangement, LLC
28,487$438.4K0.0%GrowthLowPlymouth, MN2026-10-13
Praxis Investment Management Inc
27,869$419.0K0.0%CoreLowGoshen, IN2026-11-03
State of Wyoming
26,020$391.6K0.0%ValueHighCheyenne, WY2026-10-28
ProShare Advisors LLC
25,703$386.8K0.0%GrowthLowBethesda, MD2026-10-29
Certuity, LLC
24,792$373.1K0.0%GARPLowNorth Palm Beach, FL2026-11-02
First Bank & Trust
23,802$358.2K0.1%CoreLowBrookings, SD2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
23,609$355.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Citizens Financial Group Inc
22,566$339.6K0.0%GrowthLowProvidence, RI2026-10-23
Fifth Third Wealth Advisors LLC
22,503$338.7K0.0%IndexVery LowCincinnati, OH2026-10-22
Pinkerton Wealth, LLC
21,517$323.8K0.1%CoreHighCoeur D Alene, ID2026-10-29
KBC Group NV
21,451$323.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Bfsg, LLC
21,337$321.1K0.0%CoreLowIrvine, CA2026-10-30
Kintegral Advisory, LLC
21,246$319.8K0.0%GrowthVery LowNew York, NY2026-10-16
CIBC Asset Management Inc
21,174$318.7K0.0%GARPLowToronto, South Africa2026-11-05
Counterpoint Mutual Funds LLC
20,796$313.0K0.0%Deep ValueVery HighSan Diego, CA2026-10-16
Greenleaf Trust
20,468$308.0K0.0%CoreLowKalamazoo, MI2026-10-29
North Dakota State Investment Board
20,183$303.8K0.0%GrowthMediumBismarck, ND2026-10-27
HUB Investment Partners, LLC
19,423$292.3K0.0%GrowthLowAustin, TX2026-11-03
Parallel Advisors, LLC
19,033$286.4K0.0%IndexLowSan Francisco, CA2026-11-03
Sterling Capital Management LLC
19,013$286.1K0.0%GARPMediumCharlotte, NC2026-10-22
AlphaCore Capital LLC
18,615$280.2K0.0%ETFLowLa Jolla, CA2026-11-04
Net Worth Advisory Group
17,287$259.8K0.1%GARPMediumSandy, UT2026-10-20
Crestwood Advisors Group, LLC
14,848$223.5K0.0%GrowthLowBoston, MA2026-10-27
Versant Capital Management, Inc
14,163$213.2K0.0%GARPLowPhoenix, AZ2026-10-02
Krilogy Financial LLC
13,425$208.0K0.0%GrowthLowSt. Louis, MO2026-10-13
Allspring Global Investments Holdings, LLC
13,253$199.2K0.0%CoreMediumCharlotte, NC2026-11-04
Sage Rhino Capital LLC
13,060$196.6K0.0%ETFLowMenlo Park, CA2026-10-28
Verus Capital Partners, LLC
12,647$190.3K0.0%GrowthLowScottsdale, AZ2026-11-03
Profund Advisors LLC
12,444$187.3K0.0%GrowthLowBethesda, MD2026-10-29
John G Ullman & Associates Inc
11,800$177.6K0.0%CoreLowCorning, NY2026-11-04
Cidel Asset Management Inc
11,299$170.1K0.0%CoreMediumToronto, Australia2026-10-29
Parcion Private Wealth LLC
11,292$169.9K0.0%CoreMediumBellevue, WA2026-10-28
Abel Hall, LLC
10,879$163.7K0.0%CoreMediumBaton Rouge, LA2026-10-19
Portside Wealth Group, LLC
10,401$156.5K0.0%CoreMediumProvo, UT2026-10-20
Strs Ohio
9,053$136.2K0.0%CoreMediumColumbus, OH2026-10-30
TrinityBridge Ltd
8,450$127.0K0.0%MomentumMediumLondon, United Kingdom2026-10-30
EverSource Wealth Advisors, LLC
7,252$109.1K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
6,696$100.8K0.0%IndexLowSan Francisco, CA2026-10-08
Ascentis Wealth Management, LLC
6,205$93.4K0.0%Agg GrowthLowDallas, TX2026-11-03
IFP Advisors, Inc
5,858$88.2K0.0%GrowthLowTampa, FL2026-10-16
Covestor Ltd
5,806$88.0K0.2%ValueHighLondon, United Kingdom2026-10-30
SJS Investment Consulting Inc.
5,016$75.5K0.0%ETFVery LowSylvania, OH2026-10-26
Nisa Investment Advisors, LLC
4,938$74.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Signaturefd, LLC
4,072$61.3K0.0%IndexLowAtlanta, GA2026-10-23
Root Financial Partners, LLC
3,768$56.7K0.0%ETFMediumEncinitas, CA2026-10-21
Salomon & Ludwin, LLC
3,120$47.0K0.0%ETFVery LowRichmond, VA2026-10-29
Elyxium Wealth, LLC
2,936$44.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Elevation Wealth Partners, LLC
2,803$42.2K0.0%ETFLowWalnut Creek, CA2026-10-07
Mitsubishi UFJ Asset Management Co., Ltd.
2,500$37.6K0.0%IndexVery LowTokyo, Mexico2026-11-05
Leonteq Securities AG
2,406$36.2K0.0%CoreHighZurich, Switzerland2026-10-29
Owl Creek Wealth Partners LLC
2,380$35.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Montag A & Associates Inc
1,992$30.0K0.0%CoreLowAtlanta, GA2026-10-29
Caitong International Asset Management Co., Ltd
1,886$28.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Private Trust Co NA
1,823$27.4K0.0%CoreLowCleveland, OH2026-10-20
Parkside Financial Bank & Trust
1,598$24.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mirae Asset Global Investments Co., Ltd.
1,528$23.0K0.0%GrowthLowSeoul, Malaysia2026-11-03
V-Square Quantitative Management LLC
1,519$22.9K0.0%CoreLowChicago, IL2026-10-15
MassMutual Private Wealth & Trust, FSB
1,457$21.9K0.0%CoreLowSpringfield, MA2026-10-05
Activest Wealth Management
1,434$21.6K0.0%ETFLowAventura, FL2026-10-15
Essential Partners LLC
1,422$21.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Mather Group, Llc.
1,376$20.7K0.0%ETFMediumChicago, IL2026-10-14
Provenance Wealth Advisors, LLC
1,296$19.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
First Horizon Corp
1,267$19.1K0.0%CoreLowMemphis, TN2026-10-26
Pension & Wealth Management Advisors, Inc.
1,154$17.4K0.0%ETFLowWaltham, MA2026-10-16
True Wealth Design, LLC
1,124$16.9K0.0%ETFMediumAkron, OH2026-10-13
Tributary Capital Management, LLC
824$12.4K0.0%ValueMediumOmaha, NE2026-10-28
Private Wealth Management Group, LLC
756$11.4K0.0%ETFLowPrinceton, NJ2026-10-19
Assetmark, Inc
739$11.1K0.0%ETFLowConcord, CA2026-10-21
Carnegie Lake Advisors LLC
735$2.0M0.7%ValueLowPrinceton, NJ2026-11-03
North Star Investment Management Corp.
720$10.8K0.0%CoreLowChicago, IL2026-10-27
James T. Borello RIA
667$10.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
Farmers & Merchants Investments Inc
570$8.6K0.0%CoreVery LowLincoln, NE2026-10-22
Physician Wealth Advisors, Inc.
505$7.6K0.0%ETFMediumMidvale, UT2026-10-20
GK Wealth Management LLC
491$7.4K0.0%GARPVery HighReno, NV2026-10-09
High Note Wealth, LLC
482$7.3K0.0%ETFVery LowDeephaven, MN2026-10-27
Fortitude Family Office, LLC
357$5.4K0.0%ETFMediumScottsdale, AZ2026-10-14
GoalVest Advisory LLC
336$5.1K0.0%ETFMediumNew York, NY2026-10-02
Costello Asset Management, Inc
300$4.5K0.0%CoreLowFeasterville, PA2026-10-30
Gilpin Wealth Management, LLC
269$4.0K0.0%GrowthLowDenver, CO2026-10-09
Bokf, NA
262$3.9K0.0%CoreLowTulsa, OK2026-10-27
Cromwell Holdings LLC
251$3.8K0.0%IndexLowJackson, WY2026-10-28
Proathlete Wealth Management LLC
236$3.6K0.0%ETFVery LowBoca Raton, FL2026-10-15
Manchester Capital Management LLC
222$3.3K0.0%CoreLowManchester, VT2026-10-22
MV Capital Management, Inc.
214$3.2K0.0%ETFLowBethesda, MD2026-10-29
TD Private Client Wealth LLC
205$3.1K0.0%ETFLowNew York, NY2026-10-28
Arlington Trust Co LLC
199$3.0K0.0%ETFMediumBirmingham, AL2026-10-20
Birch Financial Group, LLC
195$2.9K0.0%CoreLowKeene, NH2026-10-27
Marquette Asset Management, LLC
192$2.9K0.0%ETFVery LowMinneapolis, MN2026-10-09
Creative Capital Management Investments LLC
191$2.9K0.0%ETFLowSan Diego, CA2026-10-28
Avion Wealth
191$20.0%ETFLowThe Woodlands, TX2026-11-04
Bell Investment Advisors, Inc
173$2.6K0.0%ETFVery LowOrinda, CA2026-10-29
JFS Wealth Advisors, LLC
172$2.6K0.0%ETFVery LowHermitage, PA2026-11-03
Capital Advisors, Ltd. LLC
166$20.0%ETFLowShaker Heights, OH2026-10-27
Bare Financial Services, Inc
163$2.5K0.0%ETFVery LowGap, PA2026-11-04
Pinnacle Wealth Planning Services, Inc.
152$2.3K0.0%GARPLowMansfield, OH2026-10-27
Planning Strategies Inc.
143$2.2K0.0%ETFN/ALancaster, PA2026-10-02
UMB Private Wealth Management, LLC
120$1.8K0.0%GrowthN/AKansas City, MO2026-10-19
Bay Harbor Wealth Management, LLC
114$1.7K0.0%ETFMediumHunt Valley, MD2026-11-03
Valley National Advisers Inc
89$1.3K0.0%ETFLowBethlehem, PA2026-10-23
Creative Financial Designs Inc
80$1.2K0.0%ETFMediumKokomo, IN2026-11-04
Wilmington Savings Fund Society, FSB
57$8580.0%CoreLowWilmington, DE2026-10-23
SBI Securities Co., Ltd.
52$7830.0%Agg GrowthLowTokyo, Mexico2026-10-22
DiNuzzo Private Wealth, Inc.
46$6930.0%ETFLowBeaver, PA2026-10-16
Quaker Wealth Management, LLC
41$6180.0%ETFMediumMoorestown, NJ2026-10-22
Hughes Financial Services, LLC
28$4670.0%ETFLowHerndon, VA2026-10-30
DecisionPoint Financial, LLC
21$3160.0%ETFVery LowMesa, AZ2026-10-27
Balance Wealth Partners LLC
17$2530.0%ETFMediumWorthington, OH2026-10-27
American Capital Advisory, LLC
11$1660.0%ETFLowKetchum, ID2026-10-28
Nfsg Corp
10$1510.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Signature Equity Partners, LLC
8$1200.0%GrowthMediumColumbus, OH2026-10-29
3 Factor Indexing, LLC
8$1210.0%ETFLowSacramento, CA2026-10-15
Buck Wealth Strategies, LLC
5$750.0%ValueMediumDenver, CO2026-10-28
Maryland Capital Advisors Inc.
4$610.0%ETFVery LowChester, MD2026-10-15
Signature Resources Capital Management, LLC
1$150.0%ETFLowNewport Beach, CA2026-10-16