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BWX Technologies Inc (BWXT)

CUSIP: 05605H100 | NYSE | Industrials · Aerospace & Defense | Large Cap | 1775 institutional holders

Quarters

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

Bank of New York Mellon Corp858,085
0.0% of portfolio›$117.6M
Dimensional Fund Advisors LP695,077
0.0% of portfolio›$95.2M
ZWJ Investment Counsel Inc381,433
1.6% of portfolio›$52.3M
Citigroup Inc355,319
0.0% of portfolio›$48.7M
Segra Capital Management, LLC355,136
5.9% of portfolio›$48.7M
King Luther Capital Management Corp235,202
0.1% of portfolio›$32.2M
Sapient Capital LLC226,475
0.4% of portfolio›$31.0M
Principal Financial Group Inc209,116
0.0% of portfolio›$28.6M
Philadelphia Trust Co184,097
3.5% of portfolio›$25.2M
Creative Planning141,117
0.0% of portfolio›$19.3M
Allspring Global Investments Holdings, LLC140,883
0.0% of portfolio›$19.3M
Exchange Traded Concepts, LLC126,672
0.1% of portfolio›$17.4M
Covea Finance123,728
0.6% of portfolio›$17.0M
Levin Capital Strategies, L.P.114,753
1.1% of portfolio›$15.7M
ARS Investment Partners, LLC108,934
0.7% of portfolio›$14.9M
Retirement Systems of Alabama106,582
0.0% of portfolio›$14.6M
Copeland Capital Management, LLC97,205
0.3% of portfolio›$13.3M
RPG Investment Advisory, LLC92,595
2.3% of portfolio›$12.7M
Pinnacle Associates LTD68,786
0.1% of portfolio›$9.4M
Bensler, LLC59,674
0.8% of portfolio›$8.2M
Y-Intercept (Hong Kong) Ltd58,856
0.2% of portfolio›$8.1M
Thrivent Financial for Lutherans55,112
0.0% of portfolio›$7.5M
Cambridge Investment Research Advisors, Inc.48,824
0.0% of portfolio›$6.7M
Builder Investment Group Inc45,275
1.3% of portfolio›$6.2M
Stonebridge Financial Group, LLC43,904
0.4% of portfolio›$6.0M
Amalgamated Bank43,403
0.1% of portfolio›$5.9M
Bank Julius Baer & Co. Ltd, Zurich43,115
0.0% of portfolio›$5.9M
Inspire Investing, LLC42,597
0.2% of portfolio›$5.8M
Kieckhefer Group LLC41,986
2.3% of portfolio›$5.8M
Mirae Asset Global Investments Co., Ltd.41,697
0.0% of portfolio›$5.7M
New York State Teachers Retirement System41,000
0.0% of portfolio›$5.6M
Mitsubishi UFJ Asset Management Co., Ltd.40,986
0.0% of portfolio›$5.6M
DekaBank Deutsche Girozentrale39,000
0.0% of portfolio›$5.4M
Naples Global Advisors, LLC38,900
0.3% of portfolio›$5.3M
Oppenheimer & Co Inc37,955
0.1% of portfolio›$5.2M
Insight Wealth Strategies, LLC37,565
0.5% of portfolio›$5.1M
OAK Family Advisors, LLC35,640
1.3% of portfolio›$4.9M
Strategic Planning Group, LLC34,482
0.5% of portfolio›$4.7M
Narwhal Capital Management33,728
0.3% of portfolio›$4.6M
Mutual of America Capital Management LLC33,423
0.0% of portfolio›$4.6M
Kornitzer Capital Management Inc33,236
0.1% of portfolio›$4.6M
Demars Financial Group, LLC33,029
1.2% of portfolio›$4.5M
NLB Skladi, upravljanje premozenja, d.o.o.31,524
0.2% of portfolio›$4.3M
Pegasus Asset Management, Inc.30,030
1.2% of portfolio›$4.1M
Bahl & Gaynor LLC29,812
0.0% of portfolio›$4.1M
State of New Jersey Common Pension Fund D29,338
0.0% of portfolio›$4.0M
Louisiana State Employees Retirement System27,200
0.1% of portfolio›$3.7M
Hennion & Walsh Asset Management, Inc.26,931
0.1% of portfolio›$3.7M
Fifth Third Bancorp26,389
0.0% of portfolio›$3.6M
Imc-Chicago, LLC26,147
0.0% of portfolio›$3.6M
Arizona State Retirement System25,805
0.0% of portfolio›$3.5M
PFG Advisors25,288
0.2% of portfolio›$3.5M
Evergreen Capital Management LLC25,028
0.1% of portfolio›$3.4M
Virginia Retirement Systems ET Al24,620
0.0% of portfolio›$3.4M
Essex Investment Management Co LLC24,473
0.5% of portfolio›$3.4M
Arkfeld Wealth Strategies, L.L.C.23,025
0.9% of portfolio›$3.3M
Vest Financial, LLC22,895
0.0% of portfolio›$3.1M
Bokf, NA22,090
0.0% of portfolio›$3.0M
Eos Management, L.P.21,876
1.2% of portfolio›$3.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS21,870
0.0% of portfolio›$3.0M
State of Michigan Retirement System21,500
0.0% of portfolio›$2.9M
Signaturefd, LLC21,159
0.0% of portfolio›$2.9M
Yousif Capital Management, LLC20,020
0.0% of portfolio›$2.7M
Anchor Capital Advisors LLC20,017
0.1% of portfolio›$2.7M
Xponance LLC19,443
0.0% of portfolio›$2.7M
Oregon Public Employees Retirement Fund18,980
0.0% of portfolio›$2.6M
New Mexico Educational Retirement Board18,300
0.1% of portfolio›$2.5M
Strs Ohio17,857
0.0% of portfolio›$2.4M
Bouvel Investment Partners, LLC17,049
0.5% of portfolio›$2.3M
Torray Investment Partners LLC16,585
0.3% of portfolio›$2.3M
B. Metzler seel. Sohn & Co. AG16,395
0.0% of portfolio›$2.2M
MGO One Seven LLC16,375
0.0% of portfolio›$2.2M
O'Domhnaill Enterprises, Inc.16,080
1.7% of portfolio›$2.2M
Commonwealth Equity Services, LLC16,040
0.0% of portfolio›$2.2M
Compass Wealth Management LLC15,215
0.4% of portfolio›$2.1M
Gradient Investments LLC15,012
0.0% of portfolio›$2.1M
Syquant Capital SAS15,000
33.6% of portfolio›$2.1M
Kurv Investment Management LLC14,706
1.0% of portfolio›$2.0M
Pictet Asset Management Holding SA14,169
0.0% of portfolio›$1.9M
Chicago Capital, LLC12,327
0.0% of portfolio›$1.7M
Fulcrum Asset Management LLP12,145
0.1% of portfolio›$1.7M
Sumitomo Mitsui Trust Group, Inc.11,238
0.0% of portfolio›$1.5M
Truist Financial Corp11,224
0.0% of portfolio›$1.5M
US Bancorp \de\10,872
0.0% of portfolio›$1.5M
Americana Partners, LLC10,620
0.0% of portfolio›$1.5M
Assetmark, Inc10,168
0.0% of portfolio›$1.4M
AlphaCore Capital LLC10,002
0.0% of portfolio›$1.4M
MH & Associates Securities Management Corp8,899
1.1% of portfolio›$1.2M
Wealth Enhancement Advisory Services, LLC8,830
0.0% of portfolio›$1.3M
Gateway Investment Advisers LLC8,804
0.0% of portfolio›$1.2M
Cascade Investment Advisors, Inc.8,804
0.7% of portfolio›$1.2M
State of Alaska, Department of Revenue8,682
0.0% of portfolio›$1.2M
Concurrent Investment Advisors, LLC8,600
0.0% of portfolio›$1.2M
Pecaut & Co.7,935
0.3% of portfolio›$1.1M
Prospera Financial Services Inc7,882
0.0% of portfolio›$1.0M
Accordant Advisory Group Inc7,848
0.7% of portfolio›$1.1M
Themes Management Co LLC7,510
0.7% of portfolio›$1.0M
Princeton Capital Management LLC7,492
0.2% of portfolio›$1.0M
Radnor Capital Management, LLC7,424
0.1% of portfolio›$983.1K
Nisa Investment Advisors, LLC7,417
0.0% of portfolio›$1.0M
Clear Creek Financial Management, LLC7,404
0.1% of portfolio›$1.0M
Harbor Capital Advisors, Inc.7,342
0.2% of portfolio›$1.0M
Merrion Investment Management Co, LLC7,240
0.5% of portfolio›$991.9K
Kestra Private Wealth Services, LLC7,103
0.0% of portfolio›$973.1K
Iams Wealth Management, LLC6,971
0.3% of portfolio›$955.2K
AGP Franklin, LLC6,321
0.4% of portfolio›$866.0K
Legacy Bridge, LLC6,110
0.3% of portfolio›$837.1K
Swiss Life Asset Management Ltd5,902
0.0% of portfolio›$808.6K
HB Wealth Management, LLC5,803
0.0% of portfolio›$794.9K
Quadrant Capital Group LLC5,744
0.0% of portfolio›$797.6K
Klein Pavlis & Peasley Financial, Inc.5,626
0.4% of portfolio›$770.8K
Herold Advisors, Inc.5,616
0.2% of portfolio›$769.4K
Maryland State Retirement & Pension System5,497
0.0% of portfolio›$753.1K
Valeo Financial Advisors, LLC5,354
0.0% of portfolio›$733.4K
Fulton Bank, N.A.5,323
0.0% of portfolio›$729.3K
Diversify Wealth Management, LLC5,282
0.0% of portfolio›$724.6K
Diversify Advisory Services, LLC5,282
0.0% of portfolio›$724.6K
Juno Financial Group LLC5,105
0.2% of portfolio›$699.4K
Legacy Wealth Asset Management, LLC5,078
0.2% of portfolio›$695.7K
Williams Jones Wealth Management, Llc.5,057
0.0% of portfolio›$692.8K
Park Avenue Securities LLC4,811
0.0% of portfolio›$659.0K
Kestra Advisory Services, LLC4,804
0.0% of portfolio›$658.1K
Duncker Streett & Co Inc4,772
0.1% of portfolio›$653.8K
Yorktown Management & Research Co Inc4,700
0.4% of portfolio›$643.9K
Rossby Financial, LCC4,681
0.1% of portfolio›$641.3K
Crossmark Global Holdings, Inc.4,617
0.0% of portfolio›$632.5K
Atria Investments, Inc4,364
0.0% of portfolio›$597.9K
J. Safra Sarasin Holding AG4,333
0.0% of portfolio›$593.6K
Huntleigh Advisors, Inc.4,301
0.1% of portfolio›$589.3K
Alps Advisors Inc4,087
0.0% of portfolio›$559.9K
Cooper Financial Group4,022
0.0% of portfolio›$551.0K
Curbstone Financial Management Corp3,880
0.1% of portfolio›$531.6K
Total Clarity Wealth Management, Inc.3,874
0.1% of portfolio›$530.7K
Chicago Trust Co NA3,795
0.1% of portfolio›$519.9K
Keybank National Association3,702
0.0% of portfolio›$507.2K
Baldwin Wealth Partners LLC3,700
0.0% of portfolio›$506.9K
State of Wyoming3,697
0.0% of portfolio›$506.5K
Doliver Advisors, LP3,664
0.1% of portfolio›$502.0K
Sowell Financial Services LLC3,661
0.0% of portfolio›$501.6K
OpenArc Corporate Advisory, LLC3,639
0.0% of portfolio›$498.5K
Apollon Wealth Management, LLC3,572
0.0% of portfolio›$489.4K
Golden State Wealth Management, LLC3,552
0.0% of portfolio›$486.6K
Jamison Private Wealth Management, Inc.3,517
0.0% of portfolio›$481.8K
ProShare Advisors LLC3,482
0.0% of portfolio›$477.0K
Goelzer Investment Management, Inc.3,406
0.0% of portfolio›$466.6K
New Wave Wealth Advisors LLC3,352
0.1% of portfolio›$465.5K
Gamma Investing LLC3,326
0.0% of portfolio›$455.7K
BankChampaign, National Association3,314
0.4% of portfolio›$454.0K
Globalt Investments LLC / GA3,263
0.0% of portfolio›$447.0K
Perennial Advisors, LLC3,217
0.1% of portfolio›$440.7K
Sanders Morris Harris LLC3,185
0.1% of portfolio›$437.9K
Oak Thistle LLC3,175
0.0% of portfolio›$435.0K
Mesirow Financial Investment Management, Inc.3,167
0.0% of portfolio›$433.9K
Brookmont Capital Management3,131
0.2% of portfolio›$429.0K
Central Trust Co3,071
0.0% of portfolio›$420.7K
Simplex Trading, LLC3,022
0.0% of portfolio›$414.0K
First Citizens Bank & Trust Co2,961
0.0% of portfolio›$405.7K
CIBC Asset Management Inc2,861
0.0% of portfolio›$392.0K
Chicago Partners Investment Group LLC2,852
0.0% of portfolio›$362.8K
North Dakota State Investment Board2,802
0.0% of portfolio›$383.9K
D.A. Davidson & Co.2,786
0.0% of portfolio›$381.8K
True Wealth Design, LLC2,704
0.1% of portfolio›$370.4K
111 Capital2,704
0.1% of portfolio›$370.4K
Kingswood Wealth Advisors, LLC2,702
0.0% of portfolio›$370.2K
Banque Pictet & CIE SA2,667
0.0% of portfolio›$365.4K
Advisor Resource Council2,573
0.1% of portfolio›$348.2K
Heritage Investment Group, Inc.2,548
0.0% of portfolio›$349.1K
Brown Miller Wealth Management, LLC2,516
0.1% of portfolio›$344.7K
Beacon Financial Advisory LLC2,492
0.1% of portfolio›$341.5K
Intrua Financial, LLC2,490
0.0% of portfolio›$341.1K
Cadinha & Co LLC2,411
0.1% of portfolio›$330.3K
Davenport & Co LLC2,411
0.0% of portfolio›$330.3K
Verdence Capital Advisors LLC2,405
0.0% of portfolio›$329.5K
Oppenheimer Asset Management Inc.2,387
0.0% of portfolio›$327.0K
Carlson Financial, Inc.2,365
0.2% of portfolio›$324.0K
Blue Trust, Inc.2,328
0.0% of portfolio›$318.9K
Arlington Trust Co LLC2,247
0.0% of portfolio›$307.8K
Lincoln Capital LLC2,201
0.1% of portfolio›$301.6K
Linden Thomas Advisory Services, LLC2,198
0.0% of portfolio›$301.1K
Hazlett, Burt & Watson, Inc.2,184
0.1% of portfolio›$99.2K
Wedbush Securities Inc2,180
0.0% of portfolio›$299.0K
Lanark Financial, Inc.2,078
0.0% of portfolio›$284.7K
Leonteq Securities AG2,076
0.0% of portfolio›$284.4K
Vise Technologies, Inc.2,004
0.0% of portfolio›$274.5K
Profund Advisors LLC2,001
0.0% of portfolio›$274.1K
Heritage Investors Management Corp1,992
0.0% of portfolio›$273.0K
CoreCap Advisors, LLC1,903
0.0% of portfolio›$260.8K
J.W. Cole Advisors, Inc.1,828
0.0% of portfolio›$250.4K
Oakworth Capital, Inc.1,822
0.0% of portfolio›$249.6K
Farther Finance Advisors, LLC1,810
0.0% of portfolio›$248.0K
Teza Capital Management LLC1,798
0.2% of portfolio›$246.3K
KCM Investment Advisors LLC1,789
0.0% of portfolio›$245.1K
Tuttle Capital Management, LLC1,778
0.1% of portfolio›$243.6K
GAM Holding AG1,770
0.0% of portfolio›$242.5K
FCG Investment Co1,738
0.1% of portfolio›$238.1K
Moody Aldrich Partners LLC1,733
0.0% of portfolio›$237.4K
Integrated Wealth Management1,700
0.2% of portfolio›$232.9K
Torrey Growth & Income Advisors1,700
0.1% of portfolio›$232.7K
Independent Wealth Network Inc.1,699
0.1% of portfolio›$232.8K
Tannin Capital LLC1,697
0.2% of portfolio›$232.5K
CenterBook Partners LP1,678
0.0% of portfolio›$229.9K
Modera Wealth Management, LLC1,665
0.0% of portfolio›$228.1K
Compound Planning, Inc.1,607
0.0% of portfolio›$220.2K
Turtle Creek Wealth Advisors, LLC1,569
0.0% of portfolio›$215.0K
LeConte Wealth Management, LLC1,569
0.1% of portfolio›$215.0K
Acropolis Investment Management, LLC1,565
0.0% of portfolio›$214.4K
Granite Investment Partners, LLC1,538
0.0% of portfolio›$210.7K
Legacy Advisors, LLC1,530
0.0% of portfolio›$209.6K
Perigon Wealth Management, LLC1,526
0.0% of portfolio›$209.0K
HBW Advisory Services LLC1,511
0.0% of portfolio›$207.0K
Tcfg Investment Advisors, LLC1,504
0.1% of portfolio›$206.0K
Endure Capital Management, LLC1,500
0.1% of portfolio›$205.5K
Capital Advisors Wealth Management, LLC1,499
0.0% of portfolio›$205.4K
Greenleaf Trust1,483
0.0% of portfolio›$203.2K
Ritholtz Wealth Management1,456
0.0% of portfolio›$199.5K
IFP Advisors, Inc1,406
0.0% of portfolio›$192.6K
SBI Securities Co., Ltd.1,369
0.0% of portfolio›$187.6K
Creative Financial Designs Inc1,354
0.0% of portfolio›$185.5K
Larson Financial Group LLC1,242
0.0% of portfolio›$170.1K
Harbor Investment Advisory, LLC1,138
0.0% of portfolio›$155.9K
Parallel Advisors, LLC1,051
0.0% of portfolio›$144.0K
Versant Capital Management, Inc1,043
0.0% of portfolio›$142.9K
TD Waterhouse Canada Inc.1,004
0.0% of portfolio›$137.4K
Bayforest Capital Ltd977
0.2% of portfolio›$133.8K
Ascentis Wealth Management, LLC931
0.0% of portfolio›$127.5K
Archer Investment Corp925
0.0% of portfolio›$126.7K
Parkside Financial Bank & Trust858
0.0% of portfolio›$117.6K
Toth Financial Advisory Corp830
0.0% of portfolio›$113.7K
Trust Co of Toledo NA651
0.0% of portfolio›$89.2K
Wilmington Savings Fund Society, FSB644
0.0% of portfolio›$88.2K
Meriwether Wealth & Planning, LLC551
0.0% of portfolio›$75.5K
TFC Financial Management, Inc.464
0.0% of portfolio›$63.6K
EverSource Wealth Advisors, LLC444
0.0% of portfolio›$60.9K
Guardian Partners Inc.400
0.0% of portfolio›$54.8K
MassMutual Private Wealth & Trust, FSB387
0.0% of portfolio›$53.0K
First Horizon Corp361
0.0% of portfolio›$49.5K
Rakuten Securities, Inc.352
0.0% of portfolio›$48.2K
Private Trust Co NA345
0.0% of portfolio›$47.3K
Sterling Capital Management LLC334
0.0% of portfolio›$45.8K
NBH Bank333
0.0% of portfolio›$45.6K
GK Wealth Management LLC325
0.0% of portfolio›$44.6K
Heritage Family Offices, LLP295
0.0% of portfolio›$40.4K
Salomon & Ludwin, LLC292
0.0% of portfolio›$40.0K
Root Financial Partners, LLC290
0.0% of portfolio›$39.7K
Strategic Advocates LLC284
0.1% of portfolio›$38.9K
Ascentis Independent Advisors277
0.0% of portfolio›$37.9K
Byrne Asset Management LLC250
0.0% of portfolio›$34.2K
University of Texas S AM Investment Management Co235
0.0% of portfolio›$32.2K
Cassaday & Co Wealth Management LLC230
0.0% of portfolio›$31.5K
Capital Advisors, Ltd. LLC225
0.0% of portfolio›$31.0K
PFS Partners, LLC217
0.0% of portfolio›$29.7K
MV Capital Management, Inc.186
0.0% of portfolio›$25.5K
Markowski Investments179
0.0% of portfolio›$24.5K
DiNuzzo Private Wealth, Inc.161
0.0% of portfolio›$22.1K
Global Trust Asset Management, LLC137
0.0% of portfolio›$18.7K
Richardson Capital Management LLC135
0.0% of portfolio›$18.5K
Gen-Wealth Partners Inc122
0.0% of portfolio›$16.7K
Wilkerson Advisory Group LLC117
0.0% of portfolio›$16.0K
Retirement Wealth Solutions LLC117
0.0% of portfolio›$16.1K
JFS Wealth Advisors, LLC115
0.0% of portfolio›$15.8K
Carolina Wealth Advisors, LLC112
0.0% of portfolio›$15.3K
Valued Wealth Advisors LLC102
0.0% of portfolio›$14.0K
West Paces Advisors Inc.100
0.0% of portfolio›$13.7K
Bell Investment Advisors, Inc94
0.0% of portfolio›$12.9K
Pinnacle Wealth Planning Services, Inc.93
0.0% of portfolio›$12.7K
Putney Financial Group LLC90
0.0% of portfolio›$12.3K
Farmers & Merchants Investments Inc85
0.0% of portfolio›$11.6K
Blue Bell Private Wealth Management, LLC84
0.0% of portfolio›$11.5K
Caitong International Asset Management Co., Ltd80
0.0% of portfolio›$11.0K
Fortitude Family Office, LLC80
0.0% of portfolio›$11.0K
Adkins Seale Capital Management LLC79
0.0% of portfolio›$10.8K
CX Institutional74
0.0% of portfolio›$10
Signature Equity Partners, LLC67
0.0% of portfolio›$9.2K
Mather Group, Llc.59
0.0% of portfolio›$8.1K
Brown, Lisle Ings, Inc.59
0.0% of portfolio›$8.1K
Trust Co of Vermont58
0.0% of portfolio›$7.9K
WPG Advisers, LLC56
0.0% of portfolio›$7.7K
Owl Creek Wealth Partners LLC55
0.0% of portfolio›$7.5K
Miller Wealth Advisors, LLC55
0.0% of portfolio›$7.5K
Key FInancial Inc51
0.0% of portfolio›$7.0K
Main Street Group, LTD51
0.0% of portfolio›$6.9K
Rosenberg Matthew Hamilton50
0.0% of portfolio›$6.9K
Latitude Advisors, LLC50
0.0% of portfolio›$6.9K
James T. Borello RIA49
0.0% of portfolio›$6.7K
Spire Wealth Management46
0.0% of portfolio›$6.3K
United Financial Planning Group LLC45
0.0% of portfolio›$6.2K
Madden Securities Corp45
0.0% of portfolio›$6.2K
Compass Financial Management LLC38
0.0% of portfolio›$5.2K
DeDora Capital, Inc.38
0.0% of portfolio›$5.2K
Hager Investment Management Services, LLC37
0.0% of portfolio›$5.1K
Elyxium Wealth, LLC36
0.0% of portfolio›$4.9K
Cedar Mountain Advisors, LLC32
0.0% of portfolio›$4.4K
Silver Grove Financial Group, Inc.32
0.0% of portfolio›$4.4K
Cromwell Holdings LLC31
0.0% of portfolio›$4.2K
TD Private Client Wealth LLC27
0.0% of portfolio›$3.7K
Rachor Investment Advisory Services, LLC25
0.0% of portfolio›$3.4K
Laurel Wealth Advisors LLC24
0.0% of portfolio›$3.3K
Bayban19
0.0% of portfolio›$3.7K
Cape Investment Advisory, Inc.18
0.0% of portfolio›$2.5K
Bay Harbor Wealth Management, LLC17
0.0% of portfolio›$2.3K
Physician Wealth Advisors, Inc.16
0.0% of portfolio›$2.2K
William Mack & Associates, Inc.16
0.0% of portfolio›$2.2K
SJS Investment Consulting Inc.15
0.0% of portfolio›$2.1K
Plante Moran Financial Advisors, LLC15
0.0% of portfolio›$2.1K
Marquette Asset Management, LLC14
0.0% of portfolio›$1.9K
Bare Financial Services, Inc14
0.0% of portfolio›$1.9K
Hughes Financial Services, LLC12
0.0% of portfolio›$1.7K
Creative Capital Management Investments LLC11
0.0% of portfolio›$1.5K
Wealth Analytics Partners, LLC10
0.0% of portfolio›$1.4K
Cullen T Bankers, Inc.10
0.0% of portfolio›$1.4K
Investors Research Corp10
0.0% of portfolio›$1.4K
Essential Partners LLC8
0.0% of portfolio›$1.1K
Montag A & Associates Inc8
0.0% of portfolio›$1.0K
Wealth Enhancement Trust Services, Inc.7
0.0% of portfolio›$959
GHP Investment Advisors, Inc.6
0.0% of portfolio›$822
Proathlete Wealth Management LLC5
0.0% of portfolio›$685
Sunrise Financial Services, LLC5
0.0% of portfolio›$685
American Capital Advisory, LLC4
0.0% of portfolio›$548
DecisionPoint Financial, LLC3
0.0% of portfolio›$411
Quaker Wealth Management, LLC3
0.0% of portfolio›$411
Manchester Capital Management LLC3
0.0% of portfolio›$411
Downshift Financial, LLC2
0.0% of portfolio›$274
3 Factor Indexing, LLC2
0.0% of portfolio›$274
Foresight Capital Management Advisors, Inc.2
0.0% of portfolio›$274
Tounjian Advisory Partners, LLC2
0.0% of portfolio›$274
TrinityBridge Ltd1
0.0% of portfolio›$0
Kingdom Financial Group Llc.1
0.0% of portfolio›$138
Provenance Wealth Advisors, LLC1
0.0% of portfolio›$137
Align Financial, LLC1
0.0% of portfolio›$137
Maryland Capital Advisors Inc.1
0.0% of portfolio›$137
Miller Global Investments, LLC1
0.0% of portfolio›$137
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
858,085$117.6M0.0%CoreLowNew York, NY2026-11-05
Dimensional Fund Advisors LP
695,077$95.2M0.0%IndexLowAustin, TX2026-11-04
ZWJ Investment Counsel Inc
381,433$52.3M1.6%CoreLowAtlanta, GA2026-10-15
Citigroup Inc
355,319$48.7M0.0%CoreMediumNew York, NY2026-11-04
Segra Capital Management, LLC
355,136$48.7M5.9%Agg GrowthHighPalm Beach, FL2026-10-27
King Luther Capital Management Corp
235,202$32.2M0.1%CoreLowFort Worth, TX2026-11-05
Sapient Capital LLC
226,475$31.0M0.4%GrowthMediumIndianapolis, IN2026-10-08
Principal Financial Group Inc
209,116$28.6M0.0%CoreLowDes Moines, IA2026-11-02
Philadelphia Trust Co
184,097$25.2M3.5%GrowthLowPhiladelphia, PA2026-11-05
Creative Planning
141,117$19.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Allspring Global Investments Holdings, LLC
140,883$19.3M0.0%CoreMediumCharlotte, NC2026-11-04
Exchange Traded Concepts, LLC
126,672$17.4M0.1%GrowthMediumOklahoma City, OK2026-10-28
Covea Finance
123,728$17.0M0.6%GrowthMediumParis, India2026-10-21
Levin Capital Strategies, L.P.
114,753$15.7M1.1%ValueMediumNew York, NY2026-11-02
ARS Investment Partners, LLC
108,934$14.9M0.7%GrowthMediumNew York, NY2026-11-05
Retirement Systems of Alabama
106,582$14.6M0.0%IndexLowMontgomery, AL2026-11-04
Copeland Capital Management, LLC
97,205$13.3M0.3%ValueMediumConshohocken, PA2026-10-13
RPG Investment Advisory, LLC
92,595$12.7M2.3%GrowthLowPleasanton, CA2026-10-21
Pinnacle Associates LTD
68,786$9.4M0.1%CoreLowNew York, NY2026-10-20
Bensler, LLC
59,674$8.2M0.8%MomentumMediumBellevue, WA2026-11-05
Y-Intercept (Hong Kong) Ltd
58,856$8.1M0.2%ValueVery HighHong Kong, South Korea2026-10-16
Thrivent Financial for Lutherans
55,112$7.5M0.0%GARPMediumMinneapolis, MN2026-11-05
Cambridge Investment Research Advisors, Inc.
48,824$6.7M0.0%ETFLowFairfield, IA2026-11-02
Builder Investment Group Inc
45,275$6.2M1.3%GrowthVery LowAtlanta, GA2026-10-22
Stonebridge Financial Group, LLC
43,904$6.0M0.4%ETFMediumWormleysburg, PA2026-10-01
Amalgamated Bank
43,403$5.9M0.1%CoreVery LowNew York, NY2026-10-23
Bank Julius Baer & Co. Ltd, Zurich
43,115$5.9M0.0%GrowthMediumZurich, Switzerland2026-10-29
Inspire Investing, LLC
42,597$5.8M0.2%GARPHighMeridian, ID2026-10-22
Kieckhefer Group LLC
41,986$5.8M2.3%Agg GrowthLowMequon, WI2026-10-13
Mirae Asset Global Investments Co., Ltd.
41,697$5.7M0.0%GrowthLowSeoul, Malaysia2026-11-03
New York State Teachers Retirement System
41,000$5.6M0.0%CoreVery LowAlbany, NY2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
40,986$5.6M0.0%IndexVery LowTokyo, Mexico2026-11-05
DekaBank Deutsche Girozentrale
39,000$5.4M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Naples Global Advisors, LLC
38,900$5.3M0.3%CoreVery LowNaples, FL2026-11-05
Oppenheimer & Co Inc
37,955$5.2M0.1%CoreLowNew York, NY2026-10-26
Insight Wealth Strategies, LLC
37,565$5.1M0.5%ETFHighSan Ramon, CA2026-10-09
OAK Family Advisors, LLC
35,640$4.9M1.3%CoreMediumChicago, IL2026-10-19
Strategic Planning Group, LLC
34,482$4.7M0.5%GrowthMediumBountiful, UT2026-10-22
Narwhal Capital Management
33,728$4.6M0.3%CoreLowMarietta, GA2026-11-04
Mutual of America Capital Management LLC
33,423$4.6M0.0%IndexLowNew York, NY2026-10-23
Kornitzer Capital Management Inc
33,236$4.6M0.1%CoreLowShawnee Mission, KS2026-11-03
Demars Financial Group, LLC
33,029$4.5M1.2%ETFLowSpokane Valley, WA2026-10-22
NLB Skladi, upravljanje premozenja, d.o.o.
31,524$4.3M0.2%GrowthLowLjubljana, Andorra2026-10-22
Pegasus Asset Management, Inc.
30,030$4.1M1.2%GrowthLowMorristown, NJ2026-11-03
Bahl & Gaynor LLC
29,812$4.1M0.0%CoreLowCincinnati, OH2026-11-05
State of New Jersey Common Pension Fund D
29,338$4.0M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
27,200$3.7M0.1%IndexLowBaton Rouge, LA2026-10-20
Hennion & Walsh Asset Management, Inc.
26,931$3.7M0.1%ValueMediumParsippany, NJ2026-10-13
Fifth Third Bancorp
26,389$3.6M0.0%IndexVery LowCincinnati, OH2026-11-05
Imc-Chicago, LLC
26,147$3.6M0.0%GARPVery HighChicago, IL2026-11-05
Arizona State Retirement System
25,805$3.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
PFG Advisors
25,288$3.5M0.2%ETFMediumPhoenix, AZ2026-10-16
Evergreen Capital Management LLC
25,028$3.4M0.1%GARPMediumBellevue, WA2026-10-23
Virginia Retirement Systems ET Al
24,620$3.4M0.0%CoreMediumRichmond, VA2026-10-28
Essex Investment Management Co LLC
24,473$3.4M0.5%GrowthMediumBoston, MA2026-10-19
Arkfeld Wealth Strategies, L.L.C.
23,025$3.3M0.9%ValueLowOmaha, NE2026-10-19
Vest Financial, LLC
22,895$3.1M0.0%ValueMediumMclean, VA2026-10-21
Bokf, NA
22,090$3.0M0.0%CoreLowTulsa, OK2026-10-27
Eos Management, L.P.
21,876$3.0M1.2%MomentumLowNew York, NY2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
21,870$3.0M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
21,500$2.9M0.0%IndexLowEast Lansing, MI2026-10-27
Signaturefd, LLC
21,159$2.9M0.0%IndexLowAtlanta, GA2026-10-23
Yousif Capital Management, LLC
20,020$2.7M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Anchor Capital Advisors LLC
20,017$2.7M0.1%ValueMediumBoston, MA2026-11-05
Xponance LLC
19,443$2.7M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Oregon Public Employees Retirement Fund
18,980$2.6M0.0%IndexVery LowTigard, OR2026-10-30
New Mexico Educational Retirement Board
18,300$2.5M0.1%IndexVery LowSanta Fe, NM2026-11-05
Strs Ohio
17,857$2.4M0.0%CoreMediumColumbus, OH2026-10-30
Bouvel Investment Partners, LLC
17,049$2.3M0.5%Agg GrowthMediumPhoenixville, PA2026-10-13
Torray Investment Partners LLC
16,585$2.3M0.3%GARPMediumBethesda, MD2026-10-30
B. Metzler seel. Sohn & Co. AG
16,395$2.2M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
MGO One Seven LLC
16,375$2.2M0.0%GrowthLowBeachwood, OH2026-10-28
O'Domhnaill Enterprises, Inc.
16,080$2.2M1.7%GrowthHighCody, WY2026-10-29
Commonwealth Equity Services, LLC
16,040$2.2M0.0%ETFLowWaltham, MA2026-11-02
Compass Wealth Management LLC
15,215$2.1M0.4%GARPLowGuilford, CT2026-10-22
Gradient Investments LLC
15,012$2.1M0.0%CoreMediumArden Hills, MN2026-10-08
Syquant Capital SAS
15,000$2.1M33.6%MomentumVery HighParis, India2026-10-20
Kurv Investment Management LLC
14,706$2.0M1.0%MomentumMediumSan Francisco, CA2026-10-28
Pictet Asset Management Holding SA
14,169$1.9M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Chicago Capital, LLC
12,327$1.7M0.0%GrowthLowChicago, IL2026-10-13
Fulcrum Asset Management LLP
12,145$1.7M0.1%CoreMediumLondon, United Kingdom2026-11-04
Sumitomo Mitsui Trust Group, Inc.
11,238$1.5M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Truist Financial Corp
11,224$1.5M0.0%CoreLowCharlotte, NC2026-10-30
US Bancorp \de\
10,872$1.5M0.0%IndexLowMinneapolis, MN2026-11-05
Americana Partners, LLC
10,620$1.5M0.0%CoreMediumHouston, TX2026-10-28
Assetmark, Inc
10,168$1.4M0.0%ETFLowConcord, CA2026-10-21
AlphaCore Capital LLC
10,002$1.4M0.0%ETFLowLa Jolla, CA2026-11-04
MH & Associates Securities Management Corp
8,899$1.2M1.1%YieldLowCarlsbad, CA2026-10-30
Wealth Enhancement Advisory Services, LLC
8,830$1.3M0.0%CoreLowPlymouth, MN2026-10-13
Gateway Investment Advisers LLC
8,804$1.2M0.0%GrowthLowCincinnati, OH2026-10-13
Cascade Investment Advisors, Inc.
8,804$1.2M0.7%ValueLowOregon City, OR2026-11-02
State of Alaska, Department of Revenue
8,682$1.2M0.0%CoreVery LowJuneau, AK2026-10-15
Concurrent Investment Advisors, LLC
8,600$1.2M0.0%GrowthMediumTampa, FL2026-10-16
Pecaut & Co.
7,935$1.1M0.3%ETFLowSioux City, IA2026-10-27
Prospera Financial Services Inc
7,882$1.0M0.0%CoreMediumDallas, TX2026-11-04
Accordant Advisory Group Inc
7,848$1.1M0.7%ValueMediumAnnapolis, MD2026-10-29
Themes Management Co LLC
7,510$1.0M0.7%GARPMediumGreenwich, CT2026-10-29
Princeton Capital Management LLC
7,492$1.0M0.2%Agg GrowthLowRed Bank, NJ2026-10-27
Radnor Capital Management, LLC
7,424$983.1K0.1%CoreLowWayne, PA2026-10-23
Nisa Investment Advisors, LLC
7,417$1.0M0.0%IndexVery LowSt. Louis, MO2026-10-20
Clear Creek Financial Management, LLC
7,404$1.0M0.1%ETFMediumSilverdale, WA2026-10-28
Harbor Capital Advisors, Inc.
7,342$1.0M0.2%ValueHighChicago, IL2026-10-22
Merrion Investment Management Co, LLC
7,240$991.9K0.5%MomentumLowCranford, NJ2026-10-16
Kestra Private Wealth Services, LLC
7,103$973.1K0.0%GrowthLowAustin, TX2026-10-30
Iams Wealth Management, LLC
6,971$955.2K0.3%CoreMediumOmaha, NE2026-10-15
AGP Franklin, LLC
6,321$866.0K0.4%GrowthMediumFranklin, TN2026-11-04
Legacy Bridge, LLC
6,110$837.1K0.3%GrowthVery LowWest Des Moines, IA2026-10-28
Swiss Life Asset Management Ltd
5,902$808.6K0.0%CoreLowZurich, Switzerland2026-11-03
HB Wealth Management, LLC
5,803$794.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Quadrant Capital Group LLC
5,744$797.6K0.0%CoreLowCincinnati, OH2026-10-20
Klein Pavlis & Peasley Financial, Inc.
5,626$770.8K0.4%ValueMediumIrvine, CA2026-10-13
Herold Advisors, Inc.
5,616$769.4K0.2%CoreLowNew York, NY2026-10-19
Maryland State Retirement & Pension System
5,497$753.1K0.0%IndexVery LowBaltimore, MD2026-11-05
Valeo Financial Advisors, LLC
5,354$733.4K0.0%ETFLowCarmel, IN2026-10-08
Fulton Bank, N.A.
5,323$729.3K0.0%CoreLowLancaster, PA2026-10-14
Diversify Wealth Management, LLC
5,282$724.6K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
5,282$724.6K0.0%GrowthLowSandy, UT2026-10-20
Juno Financial Group LLC
5,105$699.4K0.2%ETFMediumRichmond, VA2026-10-27
Legacy Wealth Asset Management, LLC
5,078$695.7K0.2%GARPMediumWoodbury, MN2026-10-09
Williams Jones Wealth Management, Llc.
5,057$692.8K0.0%GrowthLowNew York, NY2026-11-05
Park Avenue Securities LLC
4,811$659.0K0.0%ETFMediumNew York, NY2026-10-26
Kestra Advisory Services, LLC
4,804$658.1K0.0%CoreLowAustin, TX2026-11-02
Duncker Streett & Co Inc
4,772$653.8K0.1%GrowthLowSt. Louis, MO2026-10-27
Yorktown Management & Research Co Inc
4,700$643.9K0.4%MomentumMediumForest, VA2026-10-28
Rossby Financial, LCC
4,681$641.3K0.1%ETFMediumMelbourne, FL2026-11-05
Crossmark Global Holdings, Inc.
4,617$632.5K0.0%GARPMediumHouston, TX2026-10-21
Atria Investments, Inc
4,364$597.9K0.0%CoreMediumCharlotte, NC2026-10-15
J. Safra Sarasin Holding AG
4,333$593.6K0.0%CoreMediumBasel, Switzerland2026-10-26
Huntleigh Advisors, Inc.
4,301$589.3K0.1%GrowthMediumSt. Louis, MO2026-11-03
Alps Advisors Inc
4,087$559.9K0.0%YieldLowDenver, CO2026-11-03
Cooper Financial Group
4,022$551.0K0.0%GrowthMediumIrvine, CA2026-10-07
Curbstone Financial Management Corp
3,880$531.6K0.1%CoreLowManchester, NH2026-10-21
Total Clarity Wealth Management, Inc.
3,874$530.7K0.1%ETFMediumSt. Charles, IL2026-10-26
Chicago Trust Co NA
3,795$519.9K0.1%CoreLowGrayslake, IL2026-10-28
Keybank National Association
3,702$507.2K0.0%CoreLowBrooklyn, OH2026-11-04
Baldwin Wealth Partners LLC
3,700$506.9K0.0%GrowthLowMarion, MA2026-10-13
State of Wyoming
3,697$506.5K0.0%ValueHighCheyenne, WY2026-10-28
Doliver Advisors, LP
3,664$502.0K0.1%GARPLowHouston, TX2026-10-01
Sowell Financial Services LLC
3,661$501.6K0.0%CoreLowNorth Little Rock, AR2026-10-23
OpenArc Corporate Advisory, LLC
3,639$498.5K0.0%GrowthLowAtlanta, GA2026-10-21
Apollon Wealth Management, LLC
3,572$489.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Golden State Wealth Management, LLC
3,552$486.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Jamison Private Wealth Management, Inc.
3,517$481.8K0.0%GrowthVery LowMilton, GA2026-10-14
ProShare Advisors LLC
3,482$477.0K0.0%GrowthLowBethesda, MD2026-10-29
Goelzer Investment Management, Inc.
3,406$466.6K0.0%GrowthLowCarmel, IN2026-10-16
New Wave Wealth Advisors LLC
3,352$465.5K0.1%CoreMediumSpringdale, AR2026-10-19
Gamma Investing LLC
3,326$455.7K0.0%IndexVery LowFoster City, CA2026-10-08
BankChampaign, National Association
3,314$454.0K0.4%GrowthMediumChampaign, IL2026-10-19
Globalt Investments LLC / GA
3,263$447.0K0.0%ETFLowAtlanta, GA2026-10-27
Perennial Advisors, LLC
3,217$440.7K0.1%CoreLowNew York, NY2026-10-13
Sanders Morris Harris LLC
3,185$437.9K0.1%GARPLowHouston, TX2026-10-14
Oak Thistle LLC
3,175$435.0K0.0%ValueVery HighNew York, NY2026-10-21
Mesirow Financial Investment Management, Inc.
3,167$433.9K0.0%CoreLowChicago, IL2026-11-05
Brookmont Capital Management
3,131$429.0K0.2%ValueLowDallas, TX2026-10-23
Central Trust Co
3,071$420.7K0.0%CoreLowJefferson City, MO2026-11-05
Simplex Trading, LLC
3,022$414.0K0.0%CoreVery HighChicago, IL2026-11-04
First Citizens Bank & Trust Co
2,961$405.7K0.0%CoreMediumRaleigh, NC2026-10-14
CIBC Asset Management Inc
2,861$392.0K0.0%GARPLowToronto, South Africa2026-11-05
Chicago Partners Investment Group LLC
2,852$362.8K0.0%GARPLowChicago, IL2026-10-27
North Dakota State Investment Board
2,802$383.9K0.0%GrowthMediumBismarck, ND2026-10-27
D.A. Davidson & Co.
2,786$381.8K0.0%CoreLowGreat Falls, MT2026-10-28
True Wealth Design, LLC
2,704$370.4K0.1%ETFMediumAkron, OH2026-10-13
111 Capital
2,704$370.4K0.1%CoreVery HighParis, India2026-11-03
Kingswood Wealth Advisors, LLC
2,702$370.2K0.0%GrowthLowSan Diego, CA2026-10-23
Banque Pictet & CIE SA
2,667$365.4K0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Advisor Resource Council
2,573$348.2K0.1%ETFLowDallas, TX2026-11-05
Heritage Investment Group, Inc.
2,548$349.1K0.0%ETFVery LowPompano Beach, FL2026-11-03
Brown Miller Wealth Management, LLC
2,516$344.7K0.1%GrowthLowMclean, VA2026-11-02
Beacon Financial Advisory LLC
2,492$341.5K0.1%ETFLowCleveland, OH2026-10-16
Intrua Financial, LLC
2,490$341.1K0.0%ETFMediumHouston, TX2026-10-28
Cadinha & Co LLC
2,411$330.3K0.1%GrowthLowHonolulu, HI2026-10-22
Davenport & Co LLC
2,411$330.3K0.0%CoreMediumRichmond, VA2026-10-14
Verdence Capital Advisors LLC
2,405$329.5K0.0%CoreMediumHunt Valley, MD2026-10-26
Oppenheimer Asset Management Inc.
2,387$327.0K0.0%CoreMediumNew York, NY2026-10-27
Carlson Financial, Inc.
2,365$324.0K0.2%GrowthLowCanby, OR2026-11-05
Blue Trust, Inc.
2,328$318.9K0.0%ETFLowBrentwood, TN2026-10-15
Arlington Trust Co LLC
2,247$307.8K0.0%ETFMediumBirmingham, AL2026-10-20
Lincoln Capital LLC
2,201$301.6K0.1%CoreVery LowLincoln, NE2026-10-09
Linden Thomas Advisory Services, LLC
2,198$301.1K0.0%CoreLowCharlotte, NC2026-10-19
Hazlett, Burt & Watson, Inc.
2,184$99.2K0.1%CoreVery LowWheeling, WV2026-11-04
Wedbush Securities Inc
2,180$299.0K0.0%CoreLowPasadena, CA2026-10-22
Lanark Financial, Inc.
2,078$284.7K0.0%CoreMediumBirmingham, AL2026-10-26
Leonteq Securities AG
2,076$284.4K0.0%CoreHighZurich, Switzerland2026-10-29
Vise Technologies, Inc.
2,004$274.5K0.0%IndexLowNew York, NY2026-10-29
Profund Advisors LLC
2,001$274.1K0.0%GrowthLowBethesda, MD2026-10-29
Heritage Investors Management Corp
1,992$273.0K0.0%CoreVery LowBethesda, MD2026-10-29
CoreCap Advisors, LLC
1,903$260.8K0.0%ETFMediumSouthfield, MI2026-10-08
J.W. Cole Advisors, Inc.
1,828$250.4K0.0%IndexLowTampa, FL2026-11-05
Oakworth Capital, Inc.
1,822$249.6K0.0%ETFLowBirmingham, AL2026-10-26
Farther Finance Advisors, LLC
1,810$248.0K0.0%IndexLowSan Francisco, CA2026-10-08
Teza Capital Management LLC
1,798$246.3K0.2%ValueHighAustin, TX2026-10-23
KCM Investment Advisors LLC
1,789$245.1K0.0%CoreVery LowGreenbrae, CA2026-10-27
Tuttle Capital Management, LLC
1,778$243.6K0.1%GrowthHighRiverside, CT2026-10-21
GAM Holding AG
1,770$242.5K0.0%CoreMediumZurich, Switzerland2026-11-03
FCG Investment Co
1,738$238.1K0.1%GrowthHighGermantown, TN2026-10-13
Moody Aldrich Partners LLC
1,733$237.4K0.0%ValueHighMarblehead, MA2026-10-27
Integrated Wealth Management
1,700$232.9K0.2%ETFHighUniontown, OH2026-10-19
Torrey Growth & Income Advisors
1,700$232.7K0.1%CoreMediumDel Mar, CA2026-11-04
Independent Wealth Network Inc.
1,699$232.8K0.1%ETFMediumUrbandale, IA2026-10-19
Tannin Capital LLC
1,697$232.5K0.2%CoreMediumCharlotte, NC2026-11-05
CenterBook Partners LP
1,678$229.9K0.0%ValueVery HighGreenwich, CT2026-11-02
Modera Wealth Management, LLC
1,665$228.1K0.0%ETFVery LowWestwood, NJ2026-10-28
Compound Planning, Inc.
1,607$220.2K0.0%CoreLowNew York, NY2026-11-05
Turtle Creek Wealth Advisors, LLC
1,569$215.0K0.0%GrowthLowDallas, TX2026-10-15
LeConte Wealth Management, LLC
1,569$215.0K0.1%GrowthMediumMaryville, TN2026-10-20
Acropolis Investment Management, LLC
1,565$214.4K0.0%ETFLowSt. Louis, MO2026-10-08
Granite Investment Partners, LLC
1,538$210.7K0.0%CoreMediumEl Segundo, CA2026-11-04
Legacy Advisors, LLC
1,530$209.6K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Perigon Wealth Management, LLC
1,526$209.0K0.0%GrowthLowSan Francisco, CA2026-10-22
HBW Advisory Services LLC
1,511$207.0K0.0%ETFMediumSimi Valley, CA2026-10-15
Tcfg Investment Advisors, LLC
1,504$206.0K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Endure Capital Management, LLC
1,500$205.5K0.1%YieldN/AAustin, TX2026-11-05
Capital Advisors Wealth Management, LLC
1,499$205.4K0.0%ETFLowYakima, WA2026-10-09
Greenleaf Trust
1,483$203.2K0.0%CoreLowKalamazoo, MI2026-10-29
Ritholtz Wealth Management
1,456$199.5K0.0%IndexLowNew York, NY2026-11-05
IFP Advisors, Inc
1,406$192.6K0.0%GrowthLowTampa, FL2026-10-16
SBI Securities Co., Ltd.
1,369$187.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Creative Financial Designs Inc
1,354$185.5K0.0%ETFMediumKokomo, IN2026-11-04
Larson Financial Group LLC
1,242$170.1K0.0%GrowthLowSt Louis, MO2026-11-05
Harbor Investment Advisory, LLC
1,138$155.9K0.0%GrowthLowLutherville, MD2026-10-13
Parallel Advisors, LLC
1,051$144.0K0.0%IndexLowSan Francisco, CA2026-11-03
Versant Capital Management, Inc
1,043$142.9K0.0%GARPLowPhoenix, AZ2026-10-02
TD Waterhouse Canada Inc.
1,004$137.4K0.0%CoreLowToronto, Australia2026-10-16
Bayforest Capital Ltd
977$133.8K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Ascentis Wealth Management, LLC
931$127.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Archer Investment Corp
925$126.7K0.0%CoreMediumCarmel, IN2026-11-05
Parkside Financial Bank & Trust
858$117.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Toth Financial Advisory Corp
830$113.7K0.0%CoreLowLeesburg, VA2026-10-08
Trust Co of Toledo NA
651$89.2K0.0%GrowthVery LowHolland, OH2026-10-16
Wilmington Savings Fund Society, FSB
644$88.2K0.0%CoreLowWilmington, DE2026-10-23
Meriwether Wealth & Planning, LLC
551$75.5K0.0%ETFMediumMinden, LA2026-10-13
TFC Financial Management, Inc.
464$63.6K0.0%ETFVery LowBoston, MA2026-10-26
EverSource Wealth Advisors, LLC
444$60.9K0.0%CoreMediumBirmingham, AL2026-11-04
Guardian Partners Inc.
400$54.8K0.0%ValueMediumToronto, South Africa2026-10-21
MassMutual Private Wealth & Trust, FSB
387$53.0K0.0%CoreLowSpringfield, MA2026-10-05
First Horizon Corp
361$49.5K0.0%CoreLowMemphis, TN2026-10-26
Rakuten Securities, Inc.
352$48.2K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Private Trust Co NA
345$47.3K0.0%CoreLowCleveland, OH2026-10-20
Sterling Capital Management LLC
334$45.8K0.0%GARPMediumCharlotte, NC2026-10-22
NBH Bank
333$45.6K0.0%CoreN/AGreenwood Village, CO2026-11-05
GK Wealth Management LLC
325$44.6K0.0%GARPVery HighReno, NV2026-10-09
Heritage Family Offices, LLP
295$40.4K0.0%GrowthHighScottsdale, AZ2026-11-02
Salomon & Ludwin, LLC
292$40.0K0.0%ETFVery LowRichmond, VA2026-10-29
Root Financial Partners, LLC
290$39.7K0.0%ETFMediumEncinitas, CA2026-10-21
Strategic Advocates LLC
284$38.9K0.1%GrowthLowSacramento, CA2026-11-03
Ascentis Independent Advisors
277$37.9K0.0%ETFLowDallas, TX2026-11-03
Byrne Asset Management LLC
250$34.2K0.0%CoreLowKingston, NJ2026-10-06
University of Texas S AM Investment Management Co
235$32.2K0.0%CoreHighAustin, TX2026-11-03
Cassaday & Co Wealth Management LLC
230$31.5K0.0%ETFVery LowMclean, VA2026-10-27
Capital Advisors, Ltd. LLC
225$31.0K0.0%ETFLowShaker Heights, OH2026-10-27
PFS Partners, LLC
217$29.7K0.0%ETFVery LowMine Hill, NJ2026-10-21
MV Capital Management, Inc.
186$25.5K0.0%ETFLowBethesda, MD2026-10-29
Markowski Investments
179$24.5K0.0%ETFN/ATampa, FL2026-10-30
DiNuzzo Private Wealth, Inc.
161$22.1K0.0%ETFLowBeaver, PA2026-10-16
Global Trust Asset Management, LLC
137$18.7K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Richardson Capital Management LLC
135$18.5K0.0%ETFLowMenomonee Falls, WI2026-10-23
Gen-Wealth Partners Inc
122$16.7K0.0%CoreLowZeeland, MI2026-11-04
Wilkerson Advisory Group LLC
117$16.0K0.0%ETFMediumColumbia, MO2026-10-20
Retirement Wealth Solutions LLC
117$16.1K0.0%ETFLowMarshfield, WI2026-10-07
JFS Wealth Advisors, LLC
115$15.8K0.0%ETFVery LowHermitage, PA2026-11-03
Carolina Wealth Advisors, LLC
112$15.3K0.0%YieldHighMyrtle Beach, SC2026-10-23
Valued Wealth Advisors LLC
102$14.0K0.0%IndexVery LowHolladay, UT2026-11-05
West Paces Advisors Inc.
100$13.7K0.0%ETFLowAtlanta, GA2026-10-13
Bell Investment Advisors, Inc
94$12.9K0.0%ETFVery LowOrinda, CA2026-10-29
Pinnacle Wealth Planning Services, Inc.
93$12.7K0.0%GARPLowMansfield, OH2026-10-27
Putney Financial Group LLC
90$12.3K0.0%GrowthLowSan Rafael, CA2026-10-30
Farmers & Merchants Investments Inc
85$11.6K0.0%CoreVery LowLincoln, NE2026-10-22
Blue Bell Private Wealth Management, LLC
84$11.5K0.0%YieldVery LowBlue Bell, PA2026-10-29
Caitong International Asset Management Co., Ltd
80$11.0K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Fortitude Family Office, LLC
80$11.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Adkins Seale Capital Management LLC
79$10.8K0.0%CoreVery LowShreveport, LA2026-10-27
CX Institutional
74$100.0%CoreMediumAuburn, IN2026-10-02
Signature Equity Partners, LLC
67$9.2K0.0%GrowthMediumColumbus, OH2026-10-29
Mather Group, Llc.
59$8.1K0.0%ETFMediumChicago, IL2026-10-14
Brown, Lisle Ings, Inc.
59$8.1K0.0%CoreVery LowProvidence, RI2026-10-16
Trust Co of Vermont
58$7.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
WPG Advisers, LLC
56$7.7K0.0%CoreLowBaltimore, MD2026-10-27
Owl Creek Wealth Partners LLC
55$7.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Miller Wealth Advisors, LLC
55$7.5K0.0%GrowthLowOuray, CO2026-11-02
Key FInancial Inc
51$7.0K0.0%ETFLowWest Chester, PA2026-11-02
Main Street Group, LTD
51$6.9K0.0%ETFMediumGlen Allen, VA2026-10-28
Rosenberg Matthew Hamilton
50$6.9K0.0%ETFVery LowGrand Junction, CO2026-10-05
Latitude Advisors, LLC
50$6.9K0.0%ETFLowYorkville, IL2026-10-27
James T. Borello RIA
49$6.7K0.0%ETFVery LowEast Dundee, IL2026-10-16
Spire Wealth Management
46$6.3K0.0%GrowthMediumMclean, VA2026-10-30
United Financial Planning Group LLC
45$6.2K0.0%ETFHighHauppauge, NY2026-11-04
Madden Securities Corp
45$6.2K0.0%GrowthMediumDallas, TX2026-10-27
Compass Financial Management LLC
38$5.2K0.0%CoreN/ATampa, FL2026-10-30
DeDora Capital, Inc.
38$5.2K0.0%ETFVery LowNapa, CA2026-10-26
Hager Investment Management Services, LLC
37$5.1K0.0%GrowthMediumNew London, NH2026-11-04
Elyxium Wealth, LLC
36$4.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Cedar Mountain Advisors, LLC
32$4.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
Silver Grove Financial Group, Inc.
32$4.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Cromwell Holdings LLC
31$4.2K0.0%IndexLowJackson, WY2026-10-28
TD Private Client Wealth LLC
27$3.7K0.0%ETFLowNew York, NY2026-10-28
Rachor Investment Advisory Services, LLC
25$3.4K0.0%ETFVery LowLinden, MI2026-10-29
Laurel Wealth Advisors LLC
24$3.3K0.0%CoreVery LowCharlotte, NC2026-10-27
Bayban
19$3.7K0.0%ValueLowBayport, MN2026-11-05
Cape Investment Advisory, Inc.
18$2.5K0.0%ETFLowMcdonough, GA2026-10-13
Bay Harbor Wealth Management, LLC
17$2.3K0.0%ETFMediumHunt Valley, MD2026-11-03
Physician Wealth Advisors, Inc.
16$2.2K0.0%ETFMediumMidvale, UT2026-10-20
William Mack & Associates, Inc.
16$2.2K0.0%ETFLowTroy, MI2026-10-27
SJS Investment Consulting Inc.
15$2.1K0.0%ETFVery LowSylvania, OH2026-10-26
Plante Moran Financial Advisors, LLC
15$2.1K0.0%ETFVery LowSouthfield, MI2026-11-04
Marquette Asset Management, LLC
14$1.9K0.0%ETFVery LowMinneapolis, MN2026-10-09
Bare Financial Services, Inc
14$1.9K0.0%ETFVery LowGap, PA2026-11-04
Hughes Financial Services, LLC
12$1.7K0.0%ETFLowHerndon, VA2026-10-30
Creative Capital Management Investments LLC
11$1.5K0.0%ETFLowSan Diego, CA2026-10-28
Wealth Analytics Partners, LLC
10$1.4K0.0%ETFVery LowSan Diego, CA2026-10-19
Cullen T Bankers, Inc.
10$1.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Investors Research Corp
10$1.4K0.0%ETFLowAtlanta, GA2026-10-07
Essential Partners LLC
8$1.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Montag A & Associates Inc
8$1.0K0.0%CoreLowAtlanta, GA2026-10-29
Wealth Enhancement Trust Services, Inc.
7$9590.0%GrowthMediumSioux Falls, SD2026-10-07
GHP Investment Advisors, Inc.
6$8220.0%CoreVery LowDenver, CO2026-10-15
Proathlete Wealth Management LLC
5$6850.0%ETFVery LowBoca Raton, FL2026-10-15
Sunrise Financial Services, LLC
5$6850.0%ETFMediumBurien, WA2026-10-21
American Capital Advisory, LLC
4$5480.0%ETFLowKetchum, ID2026-10-28
DecisionPoint Financial, LLC
3$4110.0%ETFVery LowMesa, AZ2026-10-27
Quaker Wealth Management, LLC
3$4110.0%ETFMediumMoorestown, NJ2026-10-22
Manchester Capital Management LLC
3$4110.0%CoreLowManchester, VT2026-10-22
Downshift Financial, LLC
2$2740.0%ETFLowBoulder, CO2026-10-13
3 Factor Indexing, LLC
2$2740.0%ETFLowSacramento, CA2026-10-15
Foresight Capital Management Advisors, Inc.
2$2740.0%CoreMediumSaline, MI2026-10-27
Tounjian Advisory Partners, LLC
2$2740.0%GrowthHighFort Myers, FL2026-11-04
TrinityBridge Ltd
1$00.0%MomentumMediumLondon, United Kingdom2026-10-30
Kingdom Financial Group Llc.
1$1380.0%ETFMediumPeoria, AZ2026-11-04
Provenance Wealth Advisors, LLC
1$1370.0%ETFLowFort Lauderdale, FL2026-10-30
Align Financial, LLC
1$1370.0%ETFVery LowHermantown, MN2026-10-16
Maryland Capital Advisors Inc.
1$1370.0%ETFVery LowChester, MD2026-10-15
Miller Global Investments, LLC
1$1370.0%ValueMediumDallas, TX2026-10-02