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Avery Dennison Corp (AVY)

CUSIP: 053611109 | NYSE | Consumer Cyclical · Packaging & Containers | Large Cap | 2345 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
13G/ABlackRock, Inc.4,926,8426.5%New 5%+ stakeSep 30, 20266,482,687 sh (Jun 30, 2026)
13G/ABlackRock, Inc.4,926,842
6.5% of class · Sep 30, 2026New 5%+ stake
6,482,687 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,269,333
0.0% of portfolio›$216.6M
Bank of New York Mellon Corp587,075
0.0% of portfolio›$100.2M
Cooke & Bieler LP503,132
1.4% of portfolio›$85.9M
Barclays PLC382,650
0.0% of portfolio›$65.3M
Assenagon Asset Management S.A.342,666
0.1% of portfolio›$58.5M
Principal Financial Group Inc305,155
0.0% of portfolio›$52.1M
Boston Trust Walden Corp300,128
0.4% of portfolio›$51.2M
Deprince Race & Zollo Inc296,695
0.9% of portfolio›$50.6M
Anchor Capital Advisors LLC257,867
1.4% of portfolio›$44.0M
Retirement Systems of Alabama228,429
0.1% of portfolio›$39.0M
Vontobel Holding Ltd.196,567
0.1% of portfolio›$33.5M
Eurizon Capital SGR S.p.A.177,676
0.1% of portfolio›$30.3M
BI Asset Management Fondsmaeglerselskab A/S148,618
0.0% of portfolio›$23.8K
Arbejdsmarkedets Tillaegspension146,500
0.6% of portfolio›$25.0M
DekaBank Deutsche Girozentrale139,167
0.1% of portfolio›$23.8M
Fenimore Asset Management Inc136,814
0.5% of portfolio›$23.4M
Bahl & Gaynor LLC127,850
0.1% of portfolio›$21.8M
KBC Group NV122,259
0.1% of portfolio›$20.9M
Citigroup Inc119,798
0.0% of portfolio›$20.4M
Congress Asset Management Co103,236
0.1% of portfolio›$17.6M
Mitsubishi UFJ Asset Management Co., Ltd.101,690
0.0% of portfolio›$17.4M
Robeco Institutional Asset Management B.V.84,110
0.0% of portfolio›$14.4M
Aegon Asset Management UK PLC72,881
0.1% of portfolio›$12.4M
Gateway Investment Advisers LLC64,045
0.1% of portfolio›$10.9M
Midwest Trust Co61,914
0.1% of portfolio›$10.6M
New York State Teachers Retirement System47,840
0.0% of portfolio›$8.2M
Illinois Municipal Retirement Fund47,693
0.1% of portfolio›$8.1M
Calamos Advisors LLC46,675
0.0% of portfolio›$8.0M
Monte Financial Group, LLC43,263
2.5% of portfolio›$7.4M
Creative Planning39,600
0.0% of portfolio›$6.8M
Willis Investment Counsel37,688
0.3% of portfolio›$6.4M
Nixon Peabody Trust Co35,620
0.4% of portfolio›$6.1M
MacKenzie Financial Corp35,359
0.0% of portfolio›$6.0M
PNC Financial Services Group, Inc.34,441
0.0% of portfolio›$5.9M
US Bancorp \de\32,398
0.0% of portfolio›$5.5M
PensionDanmark Pensionsforsikringsaktieselskab31,185
0.0% of portfolio›$5.3M
Y-Intercept (Hong Kong) Ltd29,516
0.1% of portfolio›$5.0M
Moran Wealth Management, LLC28,614
0.1% of portfolio›$4.9M
Thrive Capital Management, LLC26,798
0.8% of portfolio›$4.6M
Xponance LLC25,088
0.0% of portfolio›$4.3M
Truist Financial Corp24,150
0.0% of portfolio›$4.1M
Fifth Third Bancorp22,974
0.0% of portfolio›$3.9M
State of New Jersey Common Pension Fund D22,865
0.0% of portfolio›$3.9M
Ferguson Wellman Capital Management, Inc22,801
0.0% of portfolio›$3.9M
Czech National Bank21,776
0.0% of portfolio›$3.7M
Bill Few Associates, Inc.21,680
0.8% of portfolio›$3.7M
Arizona State Retirement System21,550
0.0% of portfolio›$3.7M
Merit Financial Group, LLC21,455
0.0% of portfolio›$3.7M
New York Life Investment Management LLC21,419
0.0% of portfolio›$3.7M
Swiss Life Asset Management Ltd21,201
0.0% of portfolio›$3.6M
Mirae Asset Global Investments Co., Ltd.20,355
0.0% of portfolio›$3.5M
State of Michigan Retirement System19,087
0.0% of portfolio›$3.3M
Nisa Investment Advisors, LLC17,544
0.0% of portfolio›$3.0M
Wealth Enhancement Advisory Services, LLC17,526
0.0% of portfolio›$2.7M
Diversified Management Inc17,116
0.5% of portfolio›$2.9M
ProShare Advisors LLC16,972
0.0% of portfolio›$2.9M
Fideuram Asset Management (Ireland) dac16,936
0.1% of portfolio›$2.8M
CIBC Asset Management Inc16,913
0.0% of portfolio›$2.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS16,744
0.0% of portfolio›$2.9M
Pictet Asset Management Holding SA16,593
0.0% of portfolio›$2.8M
Exchange Traded Concepts, LLC15,553
0.0% of portfolio›$2.7M
Generali Asset Management SPA SGR15,105
0.0% of portfolio›$2.6M
ABN Amro Investment Solutions14,645
0.0% of portfolio›$2.5M
Sky Investment Group LLC14,026
0.3% of portfolio›$2.4M
Choreo, LLC13,684
0.0% of portfolio›$2.3M
Amalgamated Bank13,052
0.0% of portfolio›$2.2M
Neos Investment Management LLC12,824
0.0% of portfolio›$2.2M
Commonwealth Equity Services, LLC12,523
0.0% of portfolio›$2.1M
PFA Pension, Forsikringsaktieselskab12,439
0.0% of portfolio›$2.1M
Altman Advisors, Inc.12,232
0.7% of portfolio›$2.1M
Atria Investments, Inc12,036
0.0% of portfolio›$2.1M
StoneX Group Inc.11,758
0.1% of portfolio›$2.0M
Thrivent Financial for Lutherans11,324
0.0% of portfolio›$1.9M
Reflection Asset Management10,771
0.8% of portfolio›$1.8M
Oak Thistle LLC10,524
0.2% of portfolio›$1.8M
Taylor Frigon Capital Management LLC9,546
0.8% of portfolio›$1.6M
111 Capital9,418
0.2% of portfolio›$1.6M
Oregon Public Employees Retirement Fund9,309
0.0% of portfolio›$1.6M
Yousif Capital Management, LLC8,457
0.0% of portfolio›$1.4M
iA Global Asset Management Inc.8,404
0.0% of portfolio›$1.4M
Diversify Advisory Services, LLC8,369
0.0% of portfolio›$1.5M
Diversify Wealth Management, LLC8,369
0.0% of portfolio›$1.5M
Vise Technologies, Inc.8,272
0.0% of portfolio›$1.4M
Pinnacle Associates LTD8,234
0.0% of portfolio›$1.4M
Capital Asset Advisory Services LLC8,108
0.1% of portfolio›$1.5M
Penobscot Investment Management Company, Inc.8,057
0.1% of portfolio›$1.4M
Regents Gate Capital LLP7,946
1.7% of portfolio›$1.4M
Mutual of America Capital Management LLC7,760
0.0% of portfolio›$1.3M
D.A. Davidson & Co.7,743
0.0% of portfolio›$1.3M
Brindle & Bay Financial Advisors, LLC7,714
0.5% of portfolio›$1.3M
Chicago Trust Co NA7,490
0.2% of portfolio›$1.3M
UniSuper Management Pty Ltd7,413
0.0% of portfolio›$1.3M
State of Alaska, Department of Revenue7,182
0.0% of portfolio›$1.2M
Daiwa Securities Group Inc.7,053
0.0% of portfolio›$1.2M
Machina Capital S.A.S.7,038
0.2% of portfolio›$1.2M
Kepler Cheuvreux (Suisse) SA6,948
0.1% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.6,897
0.0% of portfolio›$1.2M
Sepio Capital, LP6,735
0.0% of portfolio›$1.1M
Meyer Handelman Co6,685
0.0% of portfolio›$1.1M
Keeler Thomas Management LLC6,672
0.4% of portfolio›$1.1M
Jackson Creek Investment Advisors LLC6,653
0.9% of portfolio›$1.1M
Eads & Heald Wealth Management6,465
0.6% of portfolio›$1.1M
Private Trust Co NA6,309
0.1% of portfolio›$1.1M
Concurrent Investment Advisors, LLC6,268
0.0% of portfolio›$1.1M
Ethic Inc.6,218
0.0% of portfolio›$1.1M
James Investment Research, Inc.6,168
0.1% of portfolio›$1.1M
King Luther Capital Management Corp6,100
0.0% of portfolio›$1.0M
SEB Asset Management AB5,998
0.0% of portfolio›$1.0M
Kestra Advisory Services, LLC5,969
0.0% of portfolio›$1.0M
HB Wealth Management, LLC5,801
0.0% of portfolio›$985.5K
Raiffeisen Bank International AG5,768
0.0% of portfolio›$985.1K
WBI Investments, LLC5,446
0.2% of portfolio›$929.5K
Adams Natural Resources Fund, Inc.5,400
0.1% of portfolio›$921.6K
Candriam S.C.A.5,362
0.0% of portfolio›$918.5K
Riverwater Partners LLC5,292
0.3% of portfolio›$903.2K
Tectonic Advisors LLC5,281
0.0% of portfolio›$901.3K
Middleton & Co Inc5,152
0.1% of portfolio›$879.3K
DT Investment Partners, LLC5,000
0.1% of portfolio›$853.4K
Evergreen Capital Management LLC4,892
0.0% of portfolio›$834.9K
Gibbs Wealth Management4,858
0.1% of portfolio›$829.2K
Maryland State Retirement & Pension System4,846
0.0% of portfolio›$827.1K
HUB Investment Partners, LLC4,834
0.0% of portfolio›$825.0K
First City Capital Management, Inc.4,730
0.4% of portfolio›$807.3K
Savant Capital, LLC4,718
0.0% of portfolio›$805.2K
Chicago Partners Investment Group LLC4,672
0.0% of portfolio›$849.5K
Twelve Points Wealth Management LLC4,449
0.2% of portfolio›$810.8K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,417
0.0% of portfolio›$753.9K
AMG National Trust Bank4,400
0.0% of portfolio›$750.9K
Sumitomo Mitsui Trust Group, Inc.4,378
0.0% of portfolio›$747.2K
Allspring Global Investments Holdings, LLC4,319
0.0% of portfolio›$741.2K
Winnacle Wealth LLC4,256
0.5% of portfolio›$726.3K
Davenport & Co LLC4,225
0.0% of portfolio›$721.0K
Hartford Investment Management Co4,126
0.0% of portfolio›$704.2K
Asset Management One Co., Ltd.4,091
0.0% of portfolio›$698.2K
Prudent Man Advisors, LLC4,069
0.2% of portfolio›$694.5K
Cullen T Bankers, Inc.4,003
0.0% of portfolio›$683.2K
OpenArc Corporate Advisory, LLC3,920
0.0% of portfolio›$669.0K
Woodard & Co Asset Management Group Inc3,880
0.1% of portfolio›$662.2K
New Mexico Educational Retirement Board3,875
0.0% of portfolio›$661.0K
Crossmark Global Holdings, Inc.3,774
0.0% of portfolio›$644.1K
Avior Wealth Management, LLC3,764
0.0% of portfolio›$642.4K
Manchester Capital Management LLC3,738
0.1% of portfolio›$638.0K
Fifth Third Wealth Advisors LLC3,727
0.0% of portfolio›$636.1K
Louisiana State Employees Retirement System3,700
0.0% of portfolio›$631.5K
Rossmore Private Capital3,664
0.0% of portfolio›$625.3K
AlphaCore Capital LLC3,419
0.0% of portfolio›$583.5K
Aaron Wealth Advisors LLC3,391
0.0% of portfolio›$578.7K
Cypress Capital Group3,259
0.1% of portfolio›$556.2K
Profund Advisors LLC3,210
0.0% of portfolio›$547.9K
Farther Finance Advisors, LLC3,110
0.0% of portfolio›$530.8K
Gamma Investing LLC3,088
0.0% of portfolio›$527.0K
Sterling Group Wealth Management, LLC2,969
0.2% of portfolio›$506.7K
Hummer Financial Advisory Services Inc2,910
0.3% of portfolio›$496.7K
Fjarde Ap-Fonden TH Swedish National Pension Fund2,900
0.0% of portfolio›$494.9K
Apollon Wealth Management, LLC2,826
0.0% of portfolio›$482.3K
State of Wyoming2,819
0.0% of portfolio›$481.1K
Isthmus Partners, LLC2,721
0.0% of portfolio›$464.4K
Virginia Retirement Systems ET Al2,700
0.0% of portfolio›$460.8K
Compound Planning, Inc.2,630
0.0% of portfolio›$448.8K
Ashton Thomas Private Wealth, LLC2,463
0.0% of portfolio›$420.4K
Modera Wealth Management, LLC2,447
0.0% of portfolio›$417.6K
Certuity, LLC2,398
0.0% of portfolio›$409.3K
North Dakota State Investment Board2,346
0.0% of portfolio›$400.4K
Kelleher Financial Advisors2,327
0.1% of portfolio›$397.1K
Courier Capital LLC2,324
0.0% of portfolio›$396.7K
Sterling Capital Management LLC2,309
0.0% of portfolio›$394.1K
Sumitomo Mitsui DS Asset Management Company, Ltd2,300
0.0% of portfolio›$392.5K
Axxcess Wealth Management, LLC2,254
0.0% of portfolio›$384.7K
Wilmington Savings Fund Society, FSB2,243
0.0% of portfolio›$382.8K
Legacy Wealth Management, LLC / MS2,240
0.1% of portfolio›$382.3K
Strs Ohio2,209
0.0% of portfolio›$377.0K
Howland Capital Management LLC2,195
0.0% of portfolio›$374.6K
Baker Avenue Asset Management, LP2,155
0.0% of portfolio›$367.8K
Praxis Investment Management Inc2,153
0.0% of portfolio›$367.0K
Cadent Capital Advisors, LLC2,033
0.1% of portfolio›$346.9K
Birch Hill Investment Advisors LLC2,020
0.0% of portfolio›$344.8K
Williams Jones Wealth Management, Llc.2,016
0.0% of portfolio›$344.1K
Symmetry Partners, LLC1,997
0.0% of portfolio›$340.9K
Lido Advisors, LLC1,989
0.0% of portfolio›$339.7K
Keybank National Association1,988
0.0% of portfolio›$339.3K
Blue Trust, Inc.1,960
0.0% of portfolio›$334.4K
Essex Bank1,942
0.1% of portfolio›$331.4K
Leonteq Securities AG1,820
0.0% of portfolio›$310.6K
Signal Advisors Wealth, LLC1,808
0.0% of portfolio›$308.6K
Aafmaa Wealth Management & Trust LLC1,789
0.1% of portfolio›$305.3K
Mather Group, Llc.1,789
0.0% of portfolio›$305.3K
Capital Investment Advisors, LLC1,771
0.0% of portfolio›$302.2K
Portside Wealth Group, LLC1,768
0.0% of portfolio›$301.7K
Fulcrum Asset Management LLP1,638
0.0% of portfolio›$279.7K
Kintegral Advisory, LLC1,632
0.0% of portfolio›$278.5K
Crestwood Advisors Group, LLC1,616
0.0% of portfolio›$275.8K
Nilsine Partners, LLC1,612
0.0% of portfolio›$275.1K
Park Avenue Securities LLC1,597
0.0% of portfolio›$273.0K
Smithbridge Asset Management Inc1,576
0.0% of portfolio›$269.0K
Anchyra Partners LLC1,547
0.1% of portfolio›$264.0K
Powell Investment Advisors, LLC1,544
0.1% of portfolio›$263.5K
Tema Etfs LLC1,542
0.0% of portfolio›$263.2K
Norden Group LLC1,528
0.0% of portfolio›$260.9K
Moss Adams Wealth Advisors LLC1,527
0.0% of portfolio›$260.6K
Stonehaven Wealth & TAX Solutions, LLC1,504
0.2% of portfolio›$256.7K
Waldron Private Wealth LLC1,500
0.0% of portfolio›$256.0K
Greenleaf Trust1,492
0.0% of portfolio›$254.6K
SAX Wealth Advisors, LLC1,481
0.0% of portfolio›$252.8K
Cyndeo Wealth Partners, LLC1,481
0.0% of portfolio›$252.8K
Brookstone Capital Management1,440
0.0% of portfolio›$245.8K
Compass Ion Advisors, LLC1,427
0.0% of portfolio›$243.5K
Larson Financial Group LLC1,424
0.0% of portfolio›$243.0K
Roman Butler Fullerton & Co1,411
0.1% of portfolio›$247.7K
Alliance Wealth Advisors, LLC1,409
0.0% of portfolio›$240.5K
Parallel Advisors, LLC1,381
0.0% of portfolio›$235.7K
Linden Thomas Advisory Services, LLC1,304
0.0% of portfolio›$222.6K
Caldwell Trust Co1,263
0.0% of portfolio›$215.6K
First Citizens Bank & Trust Co1,257
0.0% of portfolio›$214.5K
NorthCrest Asset Manangement, LLC1,253
0.0% of portfolio›$210.0K
Asset Dedication, LLC1,252
0.0% of portfolio›$213.7K
Northern Financial Advisors Inc1,252
0.1% of portfolio›$213.7K
Moody National Bank Trust Division1,237
0.0% of portfolio›$211.1K
Kestra Private Wealth Services, LLC1,231
0.0% of portfolio›$210.2K
Meridian Financial Advisors, LLC1,231
0.1% of portfolio›$210.1K
MGO One Seven LLC1,230
0.0% of portfolio›$209.9K
Ascent Group, LLC1,207
0.0% of portfolio›$206.0K
Versant Capital Management, Inc1,207
0.0% of portfolio›$206.0K
VestGen Advisors, LLC1,195
0.0% of portfolio›$203.9K
Platform Technology Partners1,178
0.0% of portfolio›$201.0K
Eastern Bank1,045
0.0% of portfolio›$178.4K
First Horizon Corp989
0.0% of portfolio›$168.8K
Brown, Lisle Ings, Inc.960
0.0% of portfolio›$163.8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP816
0.0% of portfolio›$139.3K
Quadrant Capital Group LLC794
0.0% of portfolio›$135.6K
Parkside Financial Bank & Trust789
0.0% of portfolio›$134.7K
CX Institutional768
0.0% of portfolio›$131
Signaturefd, LLC623
0.0% of portfolio›$106.3K
TD Private Client Wealth LLC529
0.0% of portfolio›$90.3K
Clean Yield Group504
0.0% of portfolio›$86.0K
Clearstead Advisors, LLC491
0.0% of portfolio›$83.6K
Bayforest Capital Ltd472
0.1% of portfolio›$80.6K
Fortitude Family Office, LLC472
0.0% of portfolio›$80.6K
Covestor Ltd454
0.1% of portfolio›$78.0K
Armstrong Advisory Group, Inc419
0.0% of portfolio›$71.5K
EverSource Wealth Advisors, LLC408
0.0% of portfolio›$69.6K
Markowski Investments380
0.0% of portfolio›$64.9K
SJS Investment Consulting Inc.375
0.0% of portfolio›$64.0K
CoreCap Advisors, LLC365
0.0% of portfolio›$62.4K
GK Wealth Management LLC344
0.0% of portfolio›$58.7K
Grove Bank & Trust341
0.0% of portfolio›$58.2K
Strengthening Families & Communities, LLC327
0.0% of portfolio›$55.8K
Adirondack Trust Co300
0.0% of portfolio›$51.2K
Lanark Financial, Inc.277
0.0% of portfolio›$47.3K
Valley National Advisers Inc260
0.0% of portfolio›$44.3K
Financial Consulate, Inc253
0.0% of portfolio›$43.2K
Roxbury Financial LLC249
0.0% of portfolio›$42.5K
Root Financial Partners, LLC236
0.0% of portfolio›$40.3K
Barnes Dennig Private Wealth Management LLC232
0.0% of portfolio›$39.6K
City Holding Co225
0.0% of portfolio›$38.4K
Costello Asset Management, Inc223
0.0% of portfolio›$38.1K
Elyxium Wealth, LLC220
0.0% of portfolio›$37.5K
Alpine Bank Wealth Management206
0.0% of portfolio›$35.2K
American Capital Advisory, LLC200
0.0% of portfolio›$34.1K
Financial Network Wealth Advisors LLC190
0.0% of portfolio›$32.4K
IFP Advisors, Inc186
0.0% of portfolio›$31.7K
Elevation Wealth Partners, LLC180
0.0% of portfolio›$30.7K
Trust Co of Vermont176
0.0% of portfolio›$30.0K
Pinnacle Wealth Planning Services, Inc.166
0.0% of portfolio›$28.3K
TD Waterhouse Canada Inc.165
0.0% of portfolio›$28.3K
Assetmark, Inc150
0.0% of portfolio›$25.6K
Mcdonald Partners LLC146
0.0% of portfolio›$24.9K
Louisbourg Investments Inc.140
0.0% of portfolio›$23.9K
Quest 10 Wealth Builders, Inc.140
0.0% of portfolio›$23.9K
Latitude Advisors, LLC140
0.0% of portfolio›$23.9K
Kennebec Savings Bank139
0.0% of portfolio›$23.7K
Trust Co134
0.0% of portfolio›$22.9K
MassMutual Private Wealth & Trust, FSB126
0.0% of portfolio›$21.5K
Essential Partners LLC119
0.0% of portfolio›$20.3K
JFS Wealth Advisors, LLC112
0.0% of portfolio›$19.1K
First United Bank & Trust106
0.0% of portfolio›$18.1K
Canton Hathaway, LLC102
0.0% of portfolio›$17.4K
True Wealth Design, LLC89
0.0% of portfolio›$15.2K
Spire Wealth Management80
0.0% of portfolio›$13.7K
1620 Investment Advisors, Inc.80
0.0% of portfolio›$13.7K
Birch Financial Group, LLC77
0.0% of portfolio›$13.1K
Highline Wealth Partners LLC75
0.0% of portfolio›$12.8K
Bokf, NA73
0.0% of portfolio›$12.5K
Yankcom Partnership70
0.0% of portfolio›$11.9K
Investors Research Corp69
0.0% of portfolio›$11.8K
Princeton Global Asset Management LLC68
0.0% of portfolio›$11.6K
Central Trust Co66
0.0% of portfolio›$11.3K
Cromwell Holdings LLC66
0.0% of portfolio›$11.3K
Pension & Wealth Management Advisors, Inc.66
0.0% of portfolio›$11.3K
Pflug Koory, LLC64
0.0% of portfolio›$10.9K
GoalVest Advisory LLC64
0.0% of portfolio›$10.9K
Rossby Financial, LCC58
0.0% of portfolio›$9.9K
Clark Wealth Partners54
0.0% of portfolio›$9.2K
Farmers & Merchants Investments Inc53
0.0% of portfolio›$9.0K
Marquette Asset Management, LLC52
0.0% of portfolio›$8.9K
Wolff Wiese Magana LLC50
0.0% of portfolio›$8.5K
Virginia Estate & Retirement Planning Advisors Inc.50
0.0% of portfolio›$8.5K
Essential Investment Partners LLC43
0.0% of portfolio›$7.3K
Cedar Mountain Advisors, LLC40
0.0% of portfolio›$6.8K
Valued Wealth Advisors LLC38
0.0% of portfolio›$6.5K
Pittenger & Anderson Inc38
0.0% of portfolio›$6.5K
Jnba Financial Advisors34
0.0% of portfolio›$5.8K
Financial Management Professionals, Inc.32
0.0% of portfolio›$5.5K
Owl Creek Wealth Partners LLC28
0.0% of portfolio›$4.8K
Mowery & Schoenfeld Wealth Management, LLC27
0.0% of portfolio›$4.6K
MTM Investment Management, LLC26
0.0% of portfolio›$4.4K
Lynch Investment Planning, LLC25
0.0% of portfolio›$4.3K
Elevated Capital Advisors, LLC23
0.0% of portfolio›$3.9K
Creative Capital Management Investments LLC23
0.0% of portfolio›$3.9K
James T. Borello RIA23
0.0% of portfolio›$3.9K
UMB Private Wealth Management, LLC22
0.0% of portfolio›$3.8K
Bare Financial Services, Inc21
0.0% of portfolio›$3.6K
Capital Advisors, Ltd. LLC20
0.0% of portfolio›$3
Provenance Wealth Advisors, LLC20
0.0% of portfolio›$3.4K
Kingdom Financial Group Llc.19
0.0% of portfolio›$3.2K
Westside Investment Management, Inc.19
0.0% of portfolio›$3.2K
Albion Financial Group19
0.0% of portfolio›$3.2K
Bay Harbor Wealth Management, LLC16
0.0% of portfolio›$2.7K
Community Financial Services Group, LLC15
0.0% of portfolio›$2.6K
Entrust Financial LLC15
0.0% of portfolio›$2.6K
DiNuzzo Private Wealth, Inc.14
0.0% of portfolio›$2.4K
Hudson Edge Investment Partners Inc.14
0.0% of portfolio›$2.4K
Ascentis Independent Advisors14
0.0% of portfolio›$2.4K
Meriwether Wealth & Planning, LLC13
0.0% of portfolio›$2.2K
WPG Advisers, LLC12
0.0% of portfolio›$2.0K
Clearstead Trust, LLC11
0.0% of portfolio›$1.9K
Avion Wealth11
0.0% of portfolio›$1
Arlington Trust Co LLC10
0.0% of portfolio›$1.7K
Indiana Trust & Investment Management Co10
0.0% of portfolio›$1.7K
Security National Bank9
0.0% of portfolio›$1.5K
Physician Wealth Advisors, Inc.9
0.0% of portfolio›$1.5K
Smallwood Wealth Investment Management, LLC7
0.0% of portfolio›$1.2K
William Mack & Associates, Inc.7
0.0% of portfolio›$1.2K
First Command Advisory Services, Inc.6
0.0% of portfolio›$1.0K
MV Capital Management, Inc.5
0.0% of portfolio›$854
Piscataqua Savings Bank5
0.0% of portfolio›$853
Burk Holdings LLC5
0.0% of portfolio›$853
Ascentis Wealth Management, LLC5
0.0% of portfolio›$853
WestEnd Advisors, LLC4
0.0% of portfolio›$683
Tradewinds Capital Management, LLC4
0.0% of portfolio›$683
Silver Grove Financial Group, Inc.4
0.0% of portfolio›$683
NBH Bank4
0.0% of portfolio›$683
DecisionPoint Financial, LLC4
0.0% of portfolio›$687
Hughes Financial Services, LLC3
0.0% of portfolio›$546
Buck Wealth Strategies, LLC3
0.0% of portfolio›$512
Bell Investment Advisors, Inc3
0.0% of portfolio›$513
Key FInancial Inc3
0.0% of portfolio›$512
North Star Investment Management Corp.3
0.0% of portfolio›$512
Proathlete Wealth Management LLC3
0.0% of portfolio›$512
Maryland Capital Advisors Inc.1
0.0% of portfolio›$171
Activest Wealth Management1
0.0% of portfolio›$171
SBI Securities Co., Ltd.1
0.0% of portfolio›$171
IMG Wealth Management, Inc.1
0.0% of portfolio›$171
Signature Resources Capital Management, LLC1
0.0% of portfolio›$171
Balance Wealth Partners LLC1
0.0% of portfolio›$235
Raleigh Capital Management Inc.0
0.0% of portfolio›$5
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,269,333$216.6M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
587,075$100.2M0.0%CoreLowNew York, NY2026-11-05
Cooke & Bieler LP
503,132$85.9M1.4%Deep ValueMediumPhiladelphia, PA2026-10-21
Barclays PLC
382,650$65.3M0.0%CoreMediumLondon, United Kingdom2026-11-06
Assenagon Asset Management S.A.
342,666$58.5M0.1%GrowthHighSenningerberg, Netherlands2026-10-15
Principal Financial Group Inc
305,155$52.1M0.0%CoreLowDes Moines, IA2026-11-02
Boston Trust Walden Corp
300,128$51.2M0.4%CoreLowBoston, MA2026-10-30
Deprince Race & Zollo Inc
296,695$50.6M0.9%Deep ValueHighWinter Park, FL2026-10-13
Anchor Capital Advisors LLC
257,867$44.0M1.4%ValueMediumBoston, MA2026-11-05
Retirement Systems of Alabama
228,429$39.0M0.1%IndexLowMontgomery, AL2026-11-04
Vontobel Holding Ltd.
196,567$33.5M0.1%CoreMediumZurich, Switzerland2026-10-16
Eurizon Capital SGR S.p.A.
177,676$30.3M0.1%CoreMediumMilan, Latvia2026-11-06
BI Asset Management Fondsmaeglerselskab A/S
148,618$23.8K0.0%CoreMediumKobenhavn, Greece2026-10-22
Arbejdsmarkedets Tillaegspension
146,500$25.0M0.6%ValueHighHilleroed, Greece2026-10-30
DekaBank Deutsche Girozentrale
139,167$23.8M0.1%CoreLowFrankfurt, Hong Kong2026-10-27
Fenimore Asset Management Inc
136,814$23.4M0.5%CoreLowCobleskill, NY2026-10-08
Bahl & Gaynor LLC
127,850$21.8M0.1%CoreLowCincinnati, OH2026-11-05
KBC Group NV
122,259$20.9M0.1%CoreMediumBrussels, Czech Republic2026-10-22
Citigroup Inc
119,798$20.4M0.0%CoreMediumNew York, NY2026-11-04
Congress Asset Management Co
103,236$17.6M0.1%GrowthMediumBoston, MA2026-10-06
Mitsubishi UFJ Asset Management Co., Ltd.
101,690$17.4M0.0%IndexVery LowTokyo, Mexico2026-11-05
Robeco Institutional Asset Management B.V.
84,110$14.4M0.0%CoreMediumRotterdam, Philippines2026-10-20
Aegon Asset Management UK PLC
72,881$12.4M0.1%GrowthMediumEdinburgh, United Kingdom2026-11-04
Gateway Investment Advisers LLC
64,045$10.9M0.1%GrowthLowCincinnati, OH2026-10-13
Midwest Trust Co
61,914$10.6M0.1%CoreLowOverland Park, KS2026-10-22
New York State Teachers Retirement System
47,840$8.2M0.0%CoreVery LowAlbany, NY2026-10-22
Illinois Municipal Retirement Fund
47,693$8.1M0.1%CoreMediumOak Brook, IL2026-11-05
Calamos Advisors LLC
46,675$8.0M0.0%GrowthMediumNaperville, IL2026-11-02
Monte Financial Group, LLC
43,263$7.4M2.5%ValueMediumGuilford, CT2026-11-02
Creative Planning
39,600$6.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Willis Investment Counsel
37,688$6.4M0.3%CoreLowGainesville, GA2026-10-20
Nixon Peabody Trust Co
35,620$6.1M0.4%GrowthLowBoston, MA2026-10-23
MacKenzie Financial Corp
35,359$6.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
PNC Financial Services Group, Inc.
34,441$5.9M0.0%GrowthVery LowPittsburgh, PA2026-11-06
US Bancorp \de\
32,398$5.5M0.0%IndexLowMinneapolis, MN2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
31,185$5.3M0.0%IndexLowCopenhagen O, Greece2026-10-19
Y-Intercept (Hong Kong) Ltd
29,516$5.0M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Moran Wealth Management, LLC
28,614$4.9M0.1%CoreMediumNaples, FL2026-10-22
Thrive Capital Management, LLC
26,798$4.6M0.8%CoreMediumFort Washington, PA2026-10-28
Xponance LLC
25,088$4.3M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Truist Financial Corp
24,150$4.1M0.0%CoreLowCharlotte, NC2026-10-30
Fifth Third Bancorp
22,974$3.9M0.0%IndexVery LowCincinnati, OH2026-11-05
State of New Jersey Common Pension Fund D
22,865$3.9M0.0%CoreLowTrenton, NJ2026-11-05
Ferguson Wellman Capital Management, Inc
22,801$3.9M0.0%CoreLowPortland, OR2026-10-05
Czech National Bank
21,776$3.7M0.0%IndexVery LowPrague, Bahrain2026-10-13
Bill Few Associates, Inc.
21,680$3.7M0.8%CoreVery LowSewickley, PA2026-10-09
Arizona State Retirement System
21,550$3.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Merit Financial Group, LLC
21,455$3.7M0.0%ETFLowAlpharetta, GA2026-11-06
New York Life Investment Management LLC
21,419$3.7M0.0%GrowthLowNew York, NY2026-11-04
Swiss Life Asset Management Ltd
21,201$3.6M0.0%CoreLowZurich, Switzerland2026-11-03
Mirae Asset Global Investments Co., Ltd.
20,355$3.5M0.0%GrowthLowSeoul, Malaysia2026-11-03
State of Michigan Retirement System
19,087$3.3M0.0%IndexLowEast Lansing, MI2026-10-27
Nisa Investment Advisors, LLC
17,544$3.0M0.0%IndexVery LowSt. Louis, MO2026-10-20
Wealth Enhancement Advisory Services, LLC
17,526$2.7M0.0%CoreLowPlymouth, MN2026-10-13
Diversified Management Inc
17,116$2.9M0.5%CoreVery LowMilwaukee, WI2026-10-08
ProShare Advisors LLC
16,972$2.9M0.0%GrowthLowBethesda, MD2026-10-29
Fideuram Asset Management (Ireland) dac
16,936$2.8M0.1%CoreHighDublin 1, Lithuania2026-10-29
CIBC Asset Management Inc
16,913$2.9M0.0%GARPLowToronto, South Africa2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
16,744$2.9M0.0%CoreLowHarrisburg, PA2026-11-03
Pictet Asset Management Holding SA
16,593$2.8M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Exchange Traded Concepts, LLC
15,553$2.7M0.0%GrowthMediumOklahoma City, OK2026-10-28
Generali Asset Management SPA SGR
15,105$2.6M0.0%CoreLowTrieste, Latvia2026-10-26
ABN Amro Investment Solutions
14,645$2.5M0.0%GrowthLowParis Cedex 008, India2026-10-21
Sky Investment Group LLC
14,026$2.4M0.3%CoreVery LowHartford, CT2026-10-30
Choreo, LLC
13,684$2.3M0.0%IndexLowRockford, IL2026-10-28
Amalgamated Bank
13,052$2.2M0.0%CoreVery LowNew York, NY2026-10-23
Neos Investment Management LLC
12,824$2.2M0.0%IndexVery LowWestport, CT2026-11-04
Commonwealth Equity Services, LLC
12,523$2.1M0.0%ETFLowWaltham, MA2026-11-02
PFA Pension, Forsikringsaktieselskab
12,439$2.1M0.0%CoreLowCopenhagen, Greece2026-11-06
Altman Advisors, Inc.
12,232$2.1M0.7%CoreLowChicago, IL2026-11-05
Atria Investments, Inc
12,036$2.1M0.0%CoreMediumCharlotte, NC2026-10-15
StoneX Group Inc.
11,758$2.0M0.1%ETFMediumNew York, NY2026-11-03
Thrivent Financial for Lutherans
11,324$1.9M0.0%GARPMediumMinneapolis, MN2026-11-05
Reflection Asset Management
10,771$1.8M0.8%GrowthMediumIsle Of Palms, SC2026-10-28
Oak Thistle LLC
10,524$1.8M0.2%ValueVery HighNew York, NY2026-10-21
Taylor Frigon Capital Management LLC
9,546$1.6M0.8%GrowthMediumScottsdale, AZ2026-10-23
111 Capital
9,418$1.6M0.2%CoreVery HighParis, India2026-11-03
Oregon Public Employees Retirement Fund
9,309$1.6M0.0%IndexVery LowTigard, OR2026-10-30
Yousif Capital Management, LLC
8,457$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
iA Global Asset Management Inc.
8,404$1.4M0.0%GrowthMediumQuebec, Austria2026-10-29
Diversify Advisory Services, LLC
8,369$1.5M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
8,369$1.5M0.0%GrowthMediumSandy, UT2026-10-20
Vise Technologies, Inc.
8,272$1.4M0.0%IndexLowNew York, NY2026-10-29
Pinnacle Associates LTD
8,234$1.4M0.0%CoreLowNew York, NY2026-10-20
Capital Asset Advisory Services LLC
8,108$1.5M0.1%ETFLowWilliamston, MI2026-10-30
Penobscot Investment Management Company, Inc.
8,057$1.4M0.1%GrowthLowBoston, MA2026-10-26
Regents Gate Capital LLP
7,946$1.4M1.7%ValueVery HighLondon, United Kingdom2026-11-03
Mutual of America Capital Management LLC
7,760$1.3M0.0%IndexLowNew York, NY2026-10-23
D.A. Davidson & Co.
7,743$1.3M0.0%CoreLowGreat Falls, MT2026-10-28
Brindle & Bay Financial Advisors, LLC
7,714$1.3M0.5%ETFMediumFrisco, TX2026-10-15
Chicago Trust Co NA
7,490$1.3M0.2%CoreLowGrayslake, IL2026-10-28
UniSuper Management Pty Ltd
7,413$1.3M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
State of Alaska, Department of Revenue
7,182$1.2M0.0%CoreVery LowJuneau, AK2026-10-15
Daiwa Securities Group Inc.
7,053$1.2M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Machina Capital S.A.S.
7,038$1.2M0.2%ValueVery HighParis, India2026-11-05
Kepler Cheuvreux (Suisse) SA
6,948$1.2M0.1%CoreHighNyon, Switzerland2026-10-20
Cambridge Investment Research Advisors, Inc.
6,897$1.2M0.0%ETFLowFairfield, IA2026-11-02
Sepio Capital, LP
6,735$1.1M0.0%ETFLowSalt Lake City, UT2026-10-22
Meyer Handelman Co
6,685$1.1M0.0%CoreLowRye Brook, NY2026-10-28
Keeler Thomas Management LLC
6,672$1.1M0.4%CoreHighOrem, UT2026-10-29
Jackson Creek Investment Advisors LLC
6,653$1.1M0.9%ValueVery HighCastle Rock, CO2026-11-04
Eads & Heald Wealth Management
6,465$1.1M0.6%CoreLowAtlanta, GA2026-10-29
Private Trust Co NA
6,309$1.1M0.1%CoreLowCleveland, OH2026-10-20
Concurrent Investment Advisors, LLC
6,268$1.1M0.0%GrowthMediumTampa, FL2026-10-16
Ethic Inc.
6,218$1.1M0.0%CoreLowNew York, NY2026-11-03
James Investment Research, Inc.
6,168$1.1M0.1%CoreLowAlpha, OH2026-10-22
King Luther Capital Management Corp
6,100$1.0M0.0%CoreLowFort Worth, TX2026-11-05
SEB Asset Management AB
5,998$1.0M0.0%CoreN/AStockholm, Sweden2026-11-04
Kestra Advisory Services, LLC
5,969$1.0M0.0%CoreLowAustin, TX2026-11-02
HB Wealth Management, LLC
5,801$985.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Raiffeisen Bank International AG
5,768$985.1K0.0%GrowthMediumVienna, Chile2026-10-28
WBI Investments, LLC
5,446$929.5K0.2%ValueVery HighRed Bank, NJ2026-11-05
Adams Natural Resources Fund, Inc.
5,400$921.6K0.1%GARPMediumBaltimore, MD2026-10-21
Candriam S.C.A.
5,362$918.5K0.0%GrowthMediumStrassen, Netherlands2026-11-03
Riverwater Partners LLC
5,292$903.2K0.3%ValueMediumMilwaukee, WI2026-11-03
Tectonic Advisors LLC
5,281$901.3K0.0%YieldLowFrisco, TX2026-10-22
Middleton & Co Inc
5,152$879.3K0.1%GrowthLowBoston, MA2026-10-23
DT Investment Partners, LLC
5,000$853.4K0.1%ETFVery LowChadds Ford, PA2026-10-27
Evergreen Capital Management LLC
4,892$834.9K0.0%GARPMediumBellevue, WA2026-10-23
Gibbs Wealth Management
4,858$829.2K0.1%CoreLowAlpharetta, GA2026-10-22
Maryland State Retirement & Pension System
4,846$827.1K0.0%IndexVery LowBaltimore, MD2026-11-05
HUB Investment Partners, LLC
4,834$825.0K0.0%GrowthLowAustin, TX2026-11-03
First City Capital Management, Inc.
4,730$807.3K0.4%CoreLowSavannah, GA2026-10-27
Savant Capital, LLC
4,718$805.2K0.0%IndexVery LowRockford, IL2026-11-06
Chicago Partners Investment Group LLC
4,672$849.5K0.0%GARPLowChicago, IL2026-10-27
Twelve Points Wealth Management LLC
4,449$810.8K0.2%ETFMediumConcord, MA2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
4,417$753.9K0.0%GrowthVery LowSeattle, WA2026-10-27
AMG National Trust Bank
4,400$750.9K0.0%ETFLowGreenwood Village, CO2026-11-05
Sumitomo Mitsui Trust Group, Inc.
4,378$747.2K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Allspring Global Investments Holdings, LLC
4,319$741.2K0.0%CoreMediumCharlotte, NC2026-11-04
Winnacle Wealth LLC
4,256$726.3K0.5%CoreMediumWaco, TX2026-10-15
Davenport & Co LLC
4,225$721.0K0.0%CoreMediumRichmond, VA2026-10-14
Hartford Investment Management Co
4,126$704.2K0.0%IndexVery LowHartford, CT2026-11-04
Asset Management One Co., Ltd.
4,091$698.2K0.0%IndexVery LowTokyo, Mexico2026-10-27
Prudent Man Advisors, LLC
4,069$694.5K0.2%GrowthLowNaperville, IL2026-11-03
Cullen T Bankers, Inc.
4,003$683.2K0.0%GrowthLowSan Antonio, TX2026-10-28
OpenArc Corporate Advisory, LLC
3,920$669.0K0.0%GrowthLowAtlanta, GA2026-10-21
Woodard & Co Asset Management Group Inc
3,880$662.2K0.1%ETFMediumBermuda Run, NC2026-11-03
New Mexico Educational Retirement Board
3,875$661.0K0.0%IndexVery LowSanta Fe, NM2026-11-05
Crossmark Global Holdings, Inc.
3,774$644.1K0.0%GARPMediumHouston, TX2026-10-21
Avior Wealth Management, LLC
3,764$642.4K0.0%ETFMediumOmaha, NE2026-10-13
Manchester Capital Management LLC
3,738$638.0K0.1%CoreLowManchester, VT2026-10-22
Fifth Third Wealth Advisors LLC
3,727$636.1K0.0%IndexVery LowCincinnati, OH2026-10-22
Louisiana State Employees Retirement System
3,700$631.5K0.0%IndexLowBaton Rouge, LA2026-10-20
Rossmore Private Capital
3,664$625.3K0.0%CoreLowGlastonbury, CT2026-10-27
AlphaCore Capital LLC
3,419$583.5K0.0%ETFLowLa Jolla, CA2026-11-04
Aaron Wealth Advisors LLC
3,391$578.7K0.0%GrowthMediumChicago, IL2026-10-13
Cypress Capital Group
3,259$556.2K0.1%CoreLowPalm Beach, FL2026-11-03
Profund Advisors LLC
3,210$547.9K0.0%GrowthLowBethesda, MD2026-10-29
Farther Finance Advisors, LLC
3,110$530.8K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
3,088$527.0K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Group Wealth Management, LLC
2,969$506.7K0.2%ETFLowPasadena, CA2026-11-03
Hummer Financial Advisory Services Inc
2,910$496.7K0.3%CoreVery LowChicago, IL2026-10-09
Fjarde Ap-Fonden TH Swedish National Pension Fund
2,900$494.9K0.0%GrowthLowStockholm, Sweden2026-10-15
Apollon Wealth Management, LLC
2,826$482.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
State of Wyoming
2,819$481.1K0.0%ValueHighCheyenne, WY2026-10-28
Isthmus Partners, LLC
2,721$464.4K0.0%ValueMediumMadison, WI2026-10-21
Virginia Retirement Systems ET Al
2,700$460.8K0.0%CoreMediumRichmond, VA2026-10-28
Compound Planning, Inc.
2,630$448.8K0.0%CoreLowNew York, NY2026-11-05
Ashton Thomas Private Wealth, LLC
2,463$420.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Modera Wealth Management, LLC
2,447$417.6K0.0%ETFVery LowWestwood, NJ2026-10-28
Certuity, LLC
2,398$409.3K0.0%GARPLowNorth Palm Beach, FL2026-11-02
North Dakota State Investment Board
2,346$400.4K0.0%GrowthMediumBismarck, ND2026-10-27
Kelleher Financial Advisors
2,327$397.1K0.1%CoreMediumNew York, NY2026-10-30
Courier Capital LLC
2,324$396.7K0.0%ETFLowBuffalo, NY2026-10-19
Sterling Capital Management LLC
2,309$394.1K0.0%GARPMediumCharlotte, NC2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
2,300$392.5K0.0%IndexVery LowTokyo, Mexico2026-10-20
Axxcess Wealth Management, LLC
2,254$384.7K0.0%CoreLowCarlsbad, CA2026-10-21
Wilmington Savings Fund Society, FSB
2,243$382.8K0.0%CoreLowWilmington, DE2026-10-23
Legacy Wealth Management, LLC / MS
2,240$382.3K0.1%GrowthLowRidgeland, MS2026-10-30
Strs Ohio
2,209$377.0K0.0%CoreMediumColumbus, OH2026-10-30
Howland Capital Management LLC
2,195$374.6K0.0%CoreLowBoston, MA2026-10-22
Baker Avenue Asset Management, LP
2,155$367.8K0.0%GrowthLowSan Francisco, CA2026-11-06
Praxis Investment Management Inc
2,153$367.0K0.0%CoreLowGoshen, IN2026-11-03
Cadent Capital Advisors, LLC
2,033$346.9K0.1%ETFHighTulsa, OK2026-10-09
Birch Hill Investment Advisors LLC
2,020$344.8K0.0%CoreVery LowBoston, MA2026-10-16
Williams Jones Wealth Management, Llc.
2,016$344.1K0.0%GrowthLowNew York, NY2026-11-05
Symmetry Partners, LLC
1,997$340.9K0.0%ETFLowGlastonbury, CT2026-10-27
Lido Advisors, LLC
1,989$339.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Keybank National Association
1,988$339.3K0.0%CoreLowBrooklyn, OH2026-11-04
Blue Trust, Inc.
1,960$334.4K0.0%ETFLowBrentwood, TN2026-10-15
Essex Bank
1,942$331.4K0.1%CoreLowEssex, CT2026-10-16
Leonteq Securities AG
1,820$310.6K0.0%CoreHighZurich, Switzerland2026-10-29
Signal Advisors Wealth, LLC
1,808$308.6K0.0%ETFLowDetroit, MI2026-10-13
Aafmaa Wealth Management & Trust LLC
1,789$305.3K0.1%ETFMediumFayetteville, NC2026-10-14
Mather Group, Llc.
1,789$305.3K0.0%ETFMediumChicago, IL2026-10-14
Capital Investment Advisors, LLC
1,771$302.2K0.0%CoreLowAtlanta, GA2026-10-22
Portside Wealth Group, LLC
1,768$301.7K0.0%CoreMediumProvo, UT2026-10-20
Fulcrum Asset Management LLP
1,638$279.7K0.0%CoreMediumLondon, United Kingdom2026-11-04
Kintegral Advisory, LLC
1,632$278.5K0.0%GrowthVery LowNew York, NY2026-10-16
Crestwood Advisors Group, LLC
1,616$275.8K0.0%GrowthLowBoston, MA2026-10-27
Nilsine Partners, LLC
1,612$275.1K0.0%CoreMediumGreenwood Village, CO2026-11-02
Park Avenue Securities LLC
1,597$273.0K0.0%ETFMediumNew York, NY2026-10-26
Smithbridge Asset Management Inc
1,576$269.0K0.0%GrowthLowChadds Ford, PA2026-10-19
Anchyra Partners LLC
1,547$264.0K0.1%CoreLowAtlanta, GA2026-10-13
Powell Investment Advisors, LLC
1,544$263.5K0.1%ETFVery LowMiami, FL2026-10-22
Tema Etfs LLC
1,542$263.2K0.0%GrowthMediumNew York, NY2026-10-16
Norden Group LLC
1,528$260.9K0.0%GrowthMediumProvo, UT2026-10-20
Moss Adams Wealth Advisors LLC
1,527$260.6K0.0%ETFLowSeattle, WA2026-10-28
Stonehaven Wealth & TAX Solutions, LLC
1,504$256.7K0.2%ETFLowAppleton, WI2026-10-22
Waldron Private Wealth LLC
1,500$256.0K0.0%ETFVery LowBridgeville, PA2026-11-02
Greenleaf Trust
1,492$254.6K0.0%CoreLowKalamazoo, MI2026-10-29
SAX Wealth Advisors, LLC
1,481$252.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Cyndeo Wealth Partners, LLC
1,481$252.8K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Brookstone Capital Management
1,440$245.8K0.0%ETFMediumWheaton, IL2026-10-22
Compass Ion Advisors, LLC
1,427$243.5K0.0%ETFVery LowConshohocken, PA2026-10-23
Larson Financial Group LLC
1,424$243.0K0.0%GrowthLowSt Louis, MO2026-11-05
Roman Butler Fullerton & Co
1,411$247.7K0.1%GrowthMediumSt Louis, MO2026-10-27
Alliance Wealth Advisors, LLC
1,409$240.5K0.0%ETFHighCenterville, UT2026-10-28
Parallel Advisors, LLC
1,381$235.7K0.0%IndexLowSan Francisco, CA2026-11-03
Linden Thomas Advisory Services, LLC
1,304$222.6K0.0%CoreLowCharlotte, NC2026-10-19
Caldwell Trust Co
1,263$215.6K0.0%GrowthLowVenice, FL2026-10-30
First Citizens Bank & Trust Co
1,257$214.5K0.0%CoreMediumRaleigh, NC2026-10-14
NorthCrest Asset Manangement, LLC
1,253$210.0K0.0%GrowthLowPlymouth, MN2026-10-13
Asset Dedication, LLC
1,252$213.7K0.0%ETFLowSan Francisco, CA2026-11-03
Northern Financial Advisors Inc
1,252$213.7K0.1%CoreLowBloomfield Hills, MI2026-10-29
Moody National Bank Trust Division
1,237$211.1K0.0%CoreMediumGalveston, TX2026-10-06
Kestra Private Wealth Services, LLC
1,231$210.2K0.0%GrowthLowAustin, TX2026-10-30
Meridian Financial Advisors, LLC
1,231$210.1K0.1%ETFVery LowHolliston, MA2026-10-14
MGO One Seven LLC
1,230$209.9K0.0%GrowthLowBeachwood, OH2026-10-28
Ascent Group, LLC
1,207$206.0K0.0%CoreLowVirginia Beach, VA2026-10-30
Versant Capital Management, Inc
1,207$206.0K0.0%GARPLowPhoenix, AZ2026-10-02
VestGen Advisors, LLC
1,195$203.9K0.0%GrowthMediumChicago, IL2026-10-27
Platform Technology Partners
1,178$201.0K0.0%CoreVery LowLocust Valley, NY2026-11-02
Eastern Bank
1,045$178.4K0.0%GrowthMediumBoston, MA2026-10-05
First Horizon Corp
989$168.8K0.0%CoreLowMemphis, TN2026-10-26
Brown, Lisle Ings, Inc.
960$163.8K0.0%CoreVery LowProvidence, RI2026-10-16
Loring Wolcott & Coolidge Fiduciary Advisors LLP
816$139.3K0.0%GrowthVery LowBoston, MA2026-10-23
Quadrant Capital Group LLC
794$135.6K0.0%CoreLowCincinnati, OH2026-10-20
Parkside Financial Bank & Trust
789$134.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
CX Institutional
768$1310.0%CoreMediumAuburn, IN2026-10-02
Signaturefd, LLC
623$106.3K0.0%IndexLowAtlanta, GA2026-10-23
TD Private Client Wealth LLC
529$90.3K0.0%ETFLowNew York, NY2026-10-28
Clean Yield Group
504$86.0K0.0%CoreLowNorwich, VT2026-10-28
Clearstead Advisors, LLC
491$83.6K0.0%ETFLowCleveland, OH2026-11-06
Bayforest Capital Ltd
472$80.6K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Fortitude Family Office, LLC
472$80.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Covestor Ltd
454$78.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Armstrong Advisory Group, Inc
419$71.5K0.0%ETFHighNeedham, MA2026-10-09
EverSource Wealth Advisors, LLC
408$69.6K0.0%CoreMediumBirmingham, AL2026-11-04
Markowski Investments
380$64.9K0.0%ETFN/ATampa, FL2026-10-30
SJS Investment Consulting Inc.
375$64.0K0.0%ETFVery LowSylvania, OH2026-10-26
CoreCap Advisors, LLC
365$62.4K0.0%ETFMediumSouthfield, MI2026-10-08
GK Wealth Management LLC
344$58.7K0.0%GARPVery HighReno, NV2026-10-09
Grove Bank & Trust
341$58.2K0.0%ETFLowMiami, FL2026-10-08
Strengthening Families & Communities, LLC
327$55.8K0.0%CoreMediumBoston, MA2026-10-21
Adirondack Trust Co
300$51.2K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Lanark Financial, Inc.
277$47.3K0.0%CoreMediumBirmingham, AL2026-10-26
Valley National Advisers Inc
260$44.3K0.0%ETFLowBethlehem, PA2026-10-23
Financial Consulate, Inc
253$43.2K0.0%ETFLowHunt Valley, MD2026-10-23
Roxbury Financial LLC
249$42.5K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Root Financial Partners, LLC
236$40.3K0.0%ETFMediumEncinitas, CA2026-10-21
Barnes Dennig Private Wealth Management LLC
232$39.6K0.0%CoreLowCincinnati, OH2026-10-30
City Holding Co
225$38.4K0.0%CoreLowCharleston, WV2026-10-19
Costello Asset Management, Inc
223$38.1K0.0%CoreLowFeasterville, PA2026-10-30
Elyxium Wealth, LLC
220$37.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Alpine Bank Wealth Management
206$35.2K0.0%ETFHighGrand Junction, CO2026-10-16
American Capital Advisory, LLC
200$34.1K0.0%ETFLowKetchum, ID2026-10-28
Financial Network Wealth Advisors LLC
190$32.4K0.0%ETFLowMurray, UT2026-10-28
IFP Advisors, Inc
186$31.7K0.0%GrowthLowTampa, FL2026-10-16
Elevation Wealth Partners, LLC
180$30.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Trust Co of Vermont
176$30.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Pinnacle Wealth Planning Services, Inc.
166$28.3K0.0%GARPLowMansfield, OH2026-10-27
TD Waterhouse Canada Inc.
165$28.3K0.0%CoreLowToronto, Australia2026-10-16
Assetmark, Inc
150$25.6K0.0%ETFLowConcord, CA2026-10-21
Mcdonald Partners LLC
146$24.9K0.0%CoreLowCleveland, OH2026-11-03
Louisbourg Investments Inc.
140$23.9K0.0%GARPMediumDieppe, Armenia2026-10-20
Quest 10 Wealth Builders, Inc.
140$23.9K0.0%ETFLowFuquay-Varina, VA2026-11-02
Latitude Advisors, LLC
140$23.9K0.0%ETFLowYorkville, IL2026-10-27
Kennebec Savings Bank
139$23.7K0.0%CoreLowAugusta, ME2026-10-22
Trust Co
134$22.9K0.0%ETFVery LowManhattan, KS2026-10-09
MassMutual Private Wealth & Trust, FSB
126$21.5K0.0%CoreLowSpringfield, MA2026-10-05
Essential Partners LLC
119$20.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
JFS Wealth Advisors, LLC
112$19.1K0.0%ETFVery LowHermitage, PA2026-11-03
First United Bank & Trust
106$18.1K0.0%CoreLowOakland, MD2026-10-22
Canton Hathaway, LLC
102$17.4K0.0%ValueLowProvidence, RI2026-10-23
True Wealth Design, LLC
89$15.2K0.0%ETFMediumAkron, OH2026-10-13
Spire Wealth Management
80$13.7K0.0%GrowthMediumMclean, VA2026-10-30
1620 Investment Advisors, Inc.
80$13.7K0.0%ValueLowPlymouth, MA2026-11-04
Birch Financial Group, LLC
77$13.1K0.0%CoreLowKeene, NH2026-10-27
Highline Wealth Partners LLC
75$12.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Bokf, NA
73$12.5K0.0%CoreLowTulsa, OK2026-10-27
Yankcom Partnership
70$11.9K0.0%CoreVery LowYankton, SD2026-10-15
Investors Research Corp
69$11.8K0.0%ETFLowAtlanta, GA2026-10-07
Princeton Global Asset Management LLC
68$11.6K0.0%GrowthLowPrinceton, NJ2026-10-21
Central Trust Co
66$11.3K0.0%CoreLowJefferson City, MO2026-11-05
Cromwell Holdings LLC
66$11.3K0.0%IndexLowJackson, WY2026-10-28
Pension & Wealth Management Advisors, Inc.
66$11.3K0.0%ETFLowWaltham, MA2026-10-16
Pflug Koory, LLC
64$10.9K0.0%CoreVery LowOmaha, NE2026-10-26
GoalVest Advisory LLC
64$10.9K0.0%ETFMediumNew York, NY2026-10-02
Rossby Financial, LCC
58$9.9K0.0%ETFMediumMelbourne, FL2026-11-05
Clark Wealth Partners
54$9.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
Farmers & Merchants Investments Inc
53$9.0K0.0%CoreVery LowLincoln, NE2026-10-22
Marquette Asset Management, LLC
52$8.9K0.0%ETFVery LowMinneapolis, MN2026-10-09
Wolff Wiese Magana LLC
50$8.5K0.0%GrowthLowCarslbad, CA2026-10-15
Virginia Estate & Retirement Planning Advisors Inc.
50$8.5K0.0%ETFLowGlen Allen, VA2026-10-14
Essential Investment Partners LLC
43$7.3K0.0%GrowthLowEnglewood, CO2026-10-27
Cedar Mountain Advisors, LLC
40$6.8K0.0%ETFVery LowLake Oswego, OR2026-10-15
Valued Wealth Advisors LLC
38$6.5K0.0%IndexVery LowHolladay, UT2026-11-05
Pittenger & Anderson Inc
38$6.5K0.0%CoreLowLincoln, NE2026-11-02
Jnba Financial Advisors
34$5.8K0.0%ETFMediumBloomington, MN2026-11-03
Financial Management Professionals, Inc.
32$5.5K0.0%ETFMediumAustin, TX2026-10-23
Owl Creek Wealth Partners LLC
28$4.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
27$4.6K0.0%GrowthMediumLincolnshire, IL2026-10-28
MTM Investment Management, LLC
26$4.4K0.0%CoreVery LowSpartanburg, SC2026-10-30
Lynch Investment Planning, LLC
25$4.3K0.0%ETFLowNewtown Square, PA2026-10-27
Elevated Capital Advisors, LLC
23$3.9K0.0%ETFMediumSandy, UT2026-11-04
Creative Capital Management Investments LLC
23$3.9K0.0%ETFLowSan Diego, CA2026-10-28
James T. Borello RIA
23$3.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
UMB Private Wealth Management, LLC
22$3.8K0.0%GrowthN/AKansas City, MO2026-10-19
Bare Financial Services, Inc
21$3.6K0.0%ETFVery LowGap, PA2026-11-04
Capital Advisors, Ltd. LLC
20$30.0%ETFLowShaker Heights, OH2026-10-27
Provenance Wealth Advisors, LLC
20$3.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Kingdom Financial Group Llc.
19$3.2K0.0%ETFMediumPeoria, AZ2026-11-04
Westside Investment Management, Inc.
19$3.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Albion Financial Group
19$3.2K0.0%GrowthLowSalt Lake City, UT2026-10-21
Bay Harbor Wealth Management, LLC
16$2.7K0.0%ETFMediumHunt Valley, MD2026-11-03
Community Financial Services Group, LLC
15$2.6K0.0%GrowthLowNewport, VT2026-10-15
Entrust Financial LLC
15$2.6K0.0%ETFLowWayne, PA2026-11-04
DiNuzzo Private Wealth, Inc.
14$2.4K0.0%ETFLowBeaver, PA2026-10-16
Hudson Edge Investment Partners Inc.
14$2.4K0.0%Deep ValueMediumJersey City, NJ2026-10-28
Ascentis Independent Advisors
14$2.4K0.0%ETFLowDallas, TX2026-11-03
Meriwether Wealth & Planning, LLC
13$2.2K0.0%ETFMediumMinden, LA2026-10-13
WPG Advisers, LLC
12$2.0K0.0%CoreLowBaltimore, MD2026-10-27
Clearstead Trust, LLC
11$1.9K0.0%GrowthLowPortland, ME2026-11-06
Avion Wealth
11$10.0%ETFLowThe Woodlands, TX2026-11-04
Arlington Trust Co LLC
10$1.7K0.0%ETFMediumBirmingham, AL2026-10-20
Indiana Trust & Investment Management Co
10$1.7K0.0%GrowthLowMishawaka, IN2026-10-22
Security National Bank
9$1.5K0.0%GrowthLowOmaha, NE2026-10-26
Physician Wealth Advisors, Inc.
9$1.5K0.0%ETFMediumMidvale, UT2026-10-20
Smallwood Wealth Investment Management, LLC
7$1.2K0.0%ETFVery LowRed Bank, NJ2026-10-30
William Mack & Associates, Inc.
7$1.2K0.0%ETFLowTroy, MI2026-10-27
First Command Advisory Services, Inc.
6$1.0K0.0%IndexLowFort Worth, TX2026-11-05
MV Capital Management, Inc.
5$8540.0%ETFLowBethesda, MD2026-10-29
Piscataqua Savings Bank
5$8530.0%CoreVery LowPortsmouth, NH2026-10-21
Burk Holdings LLC
5$8530.0%ETFVery LowTulsa, OK2026-11-05
Ascentis Wealth Management, LLC
5$8530.0%Agg GrowthLowDallas, TX2026-11-03
WestEnd Advisors, LLC
4$6830.0%ETFMediumCharlotte, NC2026-10-27
Tradewinds Capital Management, LLC
4$6830.0%ETFVery HighBellingham, WA2026-10-23
Silver Grove Financial Group, Inc.
4$6830.0%CoreMediumOrchard Park, NY2026-11-05
NBH Bank
4$6830.0%CoreN/AGreenwood Village, CO2026-11-05
DecisionPoint Financial, LLC
4$6870.0%ETFVery LowMesa, AZ2026-10-27
Hughes Financial Services, LLC
3$5460.0%ETFLowHerndon, VA2026-10-30
Buck Wealth Strategies, LLC
3$5120.0%ValueMediumDenver, CO2026-10-28
Bell Investment Advisors, Inc
3$5130.0%ETFVery LowOrinda, CA2026-10-29
Key FInancial Inc
3$5120.0%ETFLowWest Chester, PA2026-11-02
North Star Investment Management Corp.
3$5120.0%CoreLowChicago, IL2026-10-27
Proathlete Wealth Management LLC
3$5120.0%ETFVery LowBoca Raton, FL2026-10-15
Maryland Capital Advisors Inc.
1$1710.0%ETFVery LowChester, MD2026-10-15
Activest Wealth Management
1$1710.0%ETFLowAventura, FL2026-10-15
SBI Securities Co., Ltd.
1$1710.0%Agg GrowthLowTokyo, Mexico2026-10-22
IMG Wealth Management, Inc.
1$1710.0%ETFMediumJacksonville, FL2026-10-27
Signature Resources Capital Management, LLC
1$1710.0%ETFLowNewport Beach, CA2026-10-16
Balance Wealth Partners LLC
1$2350.0%ETFMediumWorthington, OH2026-10-27
Raleigh Capital Management Inc.
0$50.0%CoreMediumCary, NC2026-10-28