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Baxter International Inc (BAX)

CUSIP: 071813109 | NYSE | Healthcare · Medical Instruments & Supplies | Mid Cap | 3498 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 Portfolio Management LLC30,382,6535.9%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC30,382,653
5.9% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Pzena Investment Management LLC62,425,636
4.4% of portfolio›$1.5B
Greenhaven Associates Inc12,396,504
3.7% of portfolio›$297.5M
Equity Investment Corp6,595,384
3.0% of portfolio›$158.3M
Dimensional Fund Advisors LP4,934,320
0.0% of portfolio›$118.4M
Bank of New York Mellon Corp3,173,714
0.0% of portfolio›$76.2M
RWC Asset Management LLP3,122,618
2.8% of portfolio›$74.9M
Thompson Siegel & Walmsley LLC1,780,701
1.7% of portfolio›$42.7M
Citigroup Inc1,263,552
0.0% of portfolio›$30.3M
Wedge Capital Management L L P1,065,501
0.4% of portfolio›$25.6M
Auto-Owners Insurance Co1,050,000
0.8% of portfolio›$25.2M
Investment Management Associates Inc897,115
4.4% of portfolio›$21.5M
O'Keefe Stevens Advisory, Inc.719,676
3.5% of portfolio›$17.3M
Mitsubishi UFJ Asset Management Co., Ltd.659,585
0.0% of portfolio›$15.8M
Arnhold LLC625,767
1.1% of portfolio›$15.0M
Great Hill Capital LLC619,657
1.0% of portfolio›$14.9M
QSM Asset Management Ltd567,886
5.6% of portfolio›$13.6M
Aegon Asset Management UK PLC534,356
0.1% of portfolio›$12.8M
Principal Financial Group Inc530,411
0.0% of portfolio›$12.7M
New York State Teachers Retirement System376,368
0.0% of portfolio›$9.0M
Creative Planning294,098
0.0% of portfolio›$7.1M
Oppenheimer Asset Management Inc.285,299
0.1% of portfolio›$6.8M
Exchange Traded Concepts, LLC266,735
0.0% of portfolio›$6.4M
Assetmark, Inc250,940
0.0% of portfolio›$6.0M
Continental Advisors LLC232,127
2.4% of portfolio›$5.6M
Wealth Enhancement Advisory Services, LLC191,603
0.0% of portfolio›$4.1M
Calamos Advisors LLC183,197
0.0% of portfolio›$4.4M
State of New Jersey Common Pension Fund D171,571
0.0% of portfolio›$4.1M
Lipe & Dalton170,483
3.2% of portfolio›$4.1M
Allspring Global Investments Holdings, LLC162,427
0.0% of portfolio›$3.8M
Czech National Bank148,545
0.0% of portfolio›$3.6M
Arizona State Retirement System145,464
0.0% of portfolio›$3.5M
New York Life Investment Management LLC144,654
0.0% of portfolio›$3.5M
Everett Harris & Co144,039
0.0% of portfolio›$3.5M
Steinberg Asset Management LLC136,019
2.1% of portfolio›$3.3M
Mirae Asset Global Investments Co., Ltd.132,189
0.0% of portfolio›$3.2M
State of Michigan Retirement System129,928
0.0% of portfolio›$3.1M
AMG National Trust Bank120,911
0.1% of portfolio›$2.9M
Commonwealth Equity Services, LLC119,867
0.0% of portfolio›$2.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS114,222
0.0% of portfolio›$2.7M
CIBC Asset Management Inc112,986
0.0% of portfolio›$2.7M
Retirement Systems of Alabama108,419
0.0% of portfolio›$2.6M
Pictet Asset Management Holding SA106,161
0.0% of portfolio›$2.5M
ProShare Advisors LLC101,805
0.0% of portfolio›$2.4M
Neos Investment Management LLC99,345
0.0% of portfolio›$2.4M
Lmcg Investments, LLC96,793
0.1% of portfolio›$2.3M
Swiss Life Asset Management Ltd96,395
0.0% of portfolio›$2.3M
Y-Intercept (Hong Kong) Ltd94,896
0.1% of portfolio›$2.3M
Murphy Pohlad Asset Management LLC92,868
0.8% of portfolio›$2.2M
Klein Pavlis & Peasley Financial, Inc.92,834
1.1% of portfolio›$2.2M
Amalgamated Bank88,513
0.0% of portfolio›$2.1M
TD Private Client Wealth LLC82,542
0.0% of portfolio›$2.0M
Arga Investment Management, LP79,323
0.0% of portfolio›$1.9M
Clear Harbor Asset Management, LLC77,449
0.1% of portfolio›$1.9M
John G Ullman & Associates Inc73,193
0.2% of portfolio›$1.8M
Yousif Capital Management, LLC69,141
0.0% of portfolio›$1.7M
Xponance LLC67,847
0.0% of portfolio›$1.6M
Oregon Public Employees Retirement Fund63,599
0.0% of portfolio›$1.5M
Mather Group, Llc.60,085
0.0% of portfolio›$1.4M
Rakuten Investment Management, Inc.59,180
0.0% of portfolio›$1.4M
Argyle Capital Management, LLC57,904
0.4% of portfolio›$1.4M
Virginia Retirement Systems ET Al57,900
0.0% of portfolio›$1.4M
American Assets Investment Management, LLC57,829
0.1% of portfolio›$1.4M
HB Wealth Management, LLC56,428
0.0% of portfolio›$1.4M
US Bancorp \de\56,391
0.0% of portfolio›$1.4M
Nicholas Hoffman & Company, Llc.54,892
0.0% of portfolio›$1.3M
Mutual of America Capital Management LLC53,036
0.0% of portfolio›$1.3M
Wedmont Private Capital51,997
0.0% of portfolio›$1.2M
Avantra Family Wealth, Inc.51,956
0.7% of portfolio›$1.2M
Fulcrum Asset Management LLP50,529
0.1% of portfolio›$1.2M
UniSuper Management Pty Ltd50,203
0.0% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.50,116
0.0% of portfolio›$1.2M
State of Alaska, Department of Revenue48,975
0.0% of portfolio›$1.2M
Inspirion Wealth Advisors, LLC48,943
0.1% of portfolio›$1.2M
Atria Investments, Inc48,139
0.0% of portfolio›$1.2M
Kestra Private Wealth Services, LLC46,231
0.0% of portfolio›$1.1M
Daiwa Securities Group Inc.44,698
0.0% of portfolio›$1.1M
Inspire Investing, LLC44,053
0.0% of portfolio›$1.1M
Rudd Co d/b/a Styre Wealth42,723
1.0% of portfolio›$1.1M
Sterling Capital Management LLC42,299
0.0% of portfolio›$1.0M
Kornitzer Capital Management Inc41,639
0.0% of portfolio›$999.3K
Norden Group LLC40,555
0.1% of portfolio›$973.3K
International Assets Investment Management, LLC40,280
0.1% of portfolio›$952.2K
Ethic Inc.38,755
0.0% of portfolio›$930.1K
Gamma Investing LLC37,690
0.0% of portfolio›$904.6K
15 Wealth Advisors LLC37,411
0.2% of portfolio›$897.9K
Crossmark Global Holdings, Inc.36,764
0.0% of portfolio›$882.3K
Keybank National Association35,297
0.0% of portfolio›$847.1K
Nisa Investment Advisors, LLC35,024
0.0% of portfolio›$840.9K
MacKenzie Financial Corp33,660
0.0% of portfolio›$807.8K
Brighton Jones LLC32,499
0.0% of portfolio›$780.0K
Kestra Advisory Services, LLC32,225
0.0% of portfolio›$773.4K
Tsfg, LLC31,169
0.4% of portfolio›$748.0K
Sumitomo Mitsui Trust Group, Inc.30,529
0.0% of portfolio›$732.7K
Chicago Partners Investment Group LLC30,281
0.0% of portfolio›$766.1K
Gateway Investment Advisers LLC30,254
0.0% of portfolio›$726.1K
Thrivent Financial for Lutherans29,770
0.0% of portfolio›$712.0K
Lecap Asset Management LTD29,109
0.3% of portfolio›$698.6K
CenterBook Partners LP28,383
0.0% of portfolio›$681.2K
Radnor Capital Management, LLC28,238
0.1% of portfolio›$677.7K
Apollon Wealth Management, LLC28,140
0.0% of portfolio›$675.4K
Hartford Investment Management Co28,036
0.0% of portfolio›$672.9K
Midwest Trust Co27,924
0.0% of portfolio›$670.2K
Truist Financial Corp27,220
0.0% of portfolio›$653.3K
Krilogy Financial LLC27,100
0.0% of portfolio›$671.5K
Cacti Asset Management LLC26,500
0.0% of portfolio›$622.2K
MGO One Seven LLC26,096
0.0% of portfolio›$626.3K
Choreo, LLC25,816
0.0% of portfolio›$620.0K
Louisiana State Employees Retirement System25,400
0.0% of portfolio›$609.6K
Evergreen Capital Management LLC24,810
0.0% of portfolio›$595.6K
One Way Holdings LLC24,502
0.0% of portfolio›$588.0K
Legacy Capital Wealth Partners, LLC24,048
0.1% of portfolio›$577.2K
Fiduciary Alliance LLC23,713
0.0% of portfolio›$569.1K
Daymark Wealth Partners, LLC23,574
0.0% of portfolio›$565.8K
111 Capital23,460
0.1% of portfolio›$563.0K
DekaBank Deutsche Girozentrale23,295
0.0% of portfolio›$556.0K
Asset Management One Co., Ltd.22,986
0.0% of portfolio›$551.7K
Elyxium Wealth, LLC22,944
0.1% of portfolio›$550.7K
Leonteq Securities AG22,811
0.0% of portfolio›$547.5K
New Wave Wealth Advisors LLC22,545
0.1% of portfolio›$561.1K
Advisortrust Partners, LLC21,951
0.2% of portfolio›$526.8K
Park Avenue Securities LLC21,563
0.0% of portfolio›$518.0K
BCU Wealth Advisors, LLC20,314
0.2% of portfolio›$487.5K
CX Institutional19,858
0.0% of portfolio›$477
Citizens Financial Group Inc18,501
0.0% of portfolio›$444.1K
NorthCrest Asset Manangement, LLC18,461
0.0% of portfolio›$441.2K
Praxis Investment Management Inc18,438
0.1% of portfolio›$443.0K
Sumitomo Mitsui DS Asset Management Company, Ltd18,267
0.0% of portfolio›$438.4K
Farther Finance Advisors, LLC18,193
0.0% of portfolio›$436.6K
Gibbs Wealth Management17,593
0.0% of portfolio›$422.2K
KBC Group NV16,464
0.0% of portfolio›$395.0K
Portside Wealth Group, LLC16,391
0.0% of portfolio›$393.4K
AlphaCore Capital LLC16,021
0.0% of portfolio›$384.5K
Simplicity Wealth,LLC16,020
0.0% of portfolio›$384.5K
North Dakota State Investment Board15,735
0.0% of portfolio›$377.6K
Central Pacific Bank - Trust Division15,400
0.0% of portfolio›$369.6K
Strs Ohio15,111
0.0% of portfolio›$362.7K
Meyer Handelman Co14,944
0.0% of portfolio›$358.7K
D.A. Davidson & Co.14,833
0.0% of portfolio›$356.0K
Abacus Planning Group, Inc.14,541
0.0% of portfolio›$349.0K
Cardinal Point Capital Management ULC14,450
0.0% of portfolio›$346.8K
SmartHarvest Portfolios, LLC14,311
0.1% of portfolio›$343.5K
Cullen T Bankers, Inc.14,098
0.0% of portfolio›$338.4K
GF Fund Management Co. Ltd.14,029
0.0% of portfolio›$336.7K
Madrona Financial Services, LLC13,793
0.1% of portfolio›$331.0K
Indivisible Partners13,665
0.0% of portfolio›$328.0K
Generali Investments CEE, investicni spolecnost, a.s.13,000
0.0% of portfolio›$277.2K
Perigon Wealth Management, LLC12,710
0.0% of portfolio›$305.0K
Sowell Financial Services LLC12,703
0.0% of portfolio›$304.9K
Blueprint Investment Partners LLC12,631
0.0% of portfolio›$303.1K
Blueprint Financial Advisors LLC12,631
0.0% of portfolio›$303.1K
CWA Asset Management Group, LLC12,617
0.0% of portfolio›$302.8K
EverSource Wealth Advisors, LLC12,501
0.0% of portfolio›$300.0K
Investors Research Corp12,410
0.1% of portfolio›$297.8K
Cidel Asset Management Inc12,143
0.0% of portfolio›$291.4K
MBL Wealth, LLC12,019
0.0% of portfolio›$288.5K
Net Worth Advisory Group11,844
0.1% of portfolio›$280.0K
Mesirow Financial Investment Management, Inc.11,481
0.0% of portfolio›$275.5K
VestGen Advisors, LLC11,356
0.0% of portfolio›$272.5K
Tema Etfs LLC10,792
0.0% of portfolio›$259.0K
Larson Financial Group LLC10,783
0.0% of portfolio›$258.8K
State of Wyoming10,711
0.0% of portfolio›$257.1K
Cullinan Associates Inc10,700
0.0% of portfolio›$256.8K
Home Federal Bank of Tennessee10,635
0.1% of portfolio›$255.2K
Pinnacle Associates LTD10,503
0.0% of portfolio›$252.1K
McAdam, LLC10,200
0.0% of portfolio›$244.8K
J. Safra Sarasin Holding AG10,165
0.0% of portfolio›$244.0K
Iron Financial LLC10,155
0.1% of portfolio›$243.7K
Axxion S.A.10,000
0.0% of portfolio›$240.0K
Stiles Financial Services Inc9,953
0.1% of portfolio›$238.9K
Vise Technologies, Inc.9,818
0.0% of portfolio›$235.6K
Curated Wealth Partners LLC9,805
0.0% of portfolio›$235.3K
Allen Capital Group, LLC9,498
0.0% of portfolio›$228.0K
Tweedy, Browne Co LLC9,479
0.0% of portfolio›$227.5K
North Star Investment Management Corp.9,442
0.0% of portfolio›$226.6K
Integrated Advisors Network LLC9,397
0.0% of portfolio›$225.5K
Facet Wealth, Inc.9,370
0.0% of portfolio›$224.9K
Poehling Capital Management, Inc.9,354
0.0% of portfolio›$224.5K
J.W. Cole Advisors, Inc.9,346
0.0% of portfolio›$224.3K
Lanark Financial, Inc.9,071
0.0% of portfolio›$217.7K
Regions Financial Corp9,051
0.0% of portfolio›$217.2K
Folger Nolan Fleming Douglas Capital Management, Inc9,036
0.0% of portfolio›$216.9K
Elevation Point Wealth Partners, LLC8,806
0.0% of portfolio›$211.4K
Hilltop National Bank8,350
0.0% of portfolio›$200.4K
Trust Co of Toledo NA6,722
0.0% of portfolio›$161.3K
Nova Financial LLC6,478
0.1% of portfolio›$155.5K
Ascentis Independent Advisors6,034
0.0% of portfolio›$144.8K
Eastern Bank6,025
0.0% of portfolio›$144.6K
Cape Investment Advisory, Inc.5,907
0.0% of portfolio›$141.8K
Knights of Columbus Asset Advisors LLC5,686
0.0% of portfolio›$136.5K
Wilmington Savings Fund Society, FSB5,142
0.0% of portfolio›$123.4K
Essential Partners LLC5,029
0.1% of portfolio›$120.7K
Parallel Advisors, LLC4,960
0.0% of portfolio›$119.0K
Provenance Wealth Advisors, LLC4,291
0.0% of portfolio›$103.0K
Pinnacle Bancorp, Inc.3,937
0.0% of portfolio›$94.5K
Root Financial Partners, LLC3,898
0.0% of portfolio›$93.6K
Deseret Mutual Benefit Administrators3,887
0.0% of portfolio›$93.3K
Covestor Ltd3,261
0.1% of portfolio›$78.0K
Pflug Koory, LLC3,114
0.0% of portfolio›$74.7K
Contravisory Investment Management, Inc.3,114
0.0% of portfolio›$74.7K
Bokf, NA3,086
0.0% of portfolio›$74.1K
Signaturefd, LLC2,958
0.0% of portfolio›$71.0K
Curat Global, LLC2,864
0.1% of portfolio›$68.7K
Cornerstone National Bank & Trust Co2,791
0.0% of portfolio›$66.0K
Farmers & Merchants Investments Inc2,693
0.0% of portfolio›$64.6K
SJS Investment Consulting Inc.2,689
0.0% of portfolio›$64.5K
Versant Capital Management, Inc2,545
0.0% of portfolio›$61.1K
Blue Trust, Inc.2,423
0.0% of portfolio›$58.2K
Private Trust Co NA2,402
0.0% of portfolio›$57.6K
GHP Investment Advisors, Inc.2,344
0.0% of portfolio›$56.2K
Peoples Financial Services Corp.2,000
0.0% of portfolio›$48.0K
Oakworth Capital, Inc.1,965
0.0% of portfolio›$47.2K
Silver Grove Financial Group, Inc.1,964
0.0% of portfolio›$47.1K
TD Waterhouse Canada Inc.1,766
0.0% of portfolio›$41.7K
MassMutual Private Wealth & Trust, FSB1,758
0.0% of portfolio›$42.2K
Hartford Financial Management Inc.1,707
0.0% of portfolio›$41.0K
Owl Creek Wealth Partners LLC1,655
0.0% of portfolio›$39.7K
IFP Advisors, Inc1,628
0.0% of portfolio›$39.1K
Wealth Analytics Partners, LLC1,579
0.0% of portfolio›$37.9K
Pinnacle Wealth Planning Services, Inc.1,435
0.0% of portfolio›$34.4K
Foster Dykema Cabot & Partners, LLC1,392
0.0% of portfolio›$33.4K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,225
0.0% of portfolio›$29.4K
Salomon & Ludwin, LLC1,197
0.0% of portfolio›$28.7K
Creative Financial Designs Inc1,178
0.0% of portfolio›$28.3K
Rossby Financial, LCC1,117
0.0% of portfolio›$26.8K
Parkside Financial Bank & Trust1,015
0.0% of portfolio›$24.4K
Kennebec Savings Bank1,000
0.0% of portfolio›$24.0K
Adirondack Trust Co1,000
0.0% of portfolio›$24.0K
First Financial Corp1,000
0.0% of portfolio›$24.0K
United Community Bank1,000
0.0% of portfolio›$24.0K
Caldwell Trust Co1,000
0.0% of portfolio›$24.0K
Bfsg, LLC972
0.0% of portfolio›$23.3K
Thompson Investment Management, Inc.964
0.0% of portfolio›$23.1K
CoreCap Advisors, LLC890
0.0% of portfolio›$21.4K
Cromwell Holdings LLC792
0.0% of portfolio›$19.0K
Piscataqua Savings Bank782
0.0% of portfolio›$18.8K
Trust Co of Vermont750
0.0% of portfolio›$18.0K
MTM Investment Management, LLC707
0.0% of portfolio›$17.0K
New England Capital Financial Advisors LLC706
0.0% of portfolio›$17.0K
Blume Capital Management, Inc.700
0.0% of portfolio›$16.8K
Prudent Man Investment Management, Inc.700
0.0% of portfolio›$16.8K
True Wealth Design, LLC661
0.0% of portfolio›$15.9K
Cranbrook Wealth Management, LLC658
0.0% of portfolio›$15.8K
Fortitude Family Office, LLC657
0.0% of portfolio›$15.8K
Carnegie Lake Advisors LLC552
0.1% of portfolio›$325.2K
High Note Wealth, LLC524
0.0% of portfolio›$12.6K
Lodestone Wealth Management LLC500
0.0% of portfolio›$12.0K
Activest Wealth Management480
0.0% of portfolio›$11.5K
Private Wealth Management Group, LLC467
0.0% of portfolio›$11.2K
Planning Strategies Inc.454
0.0% of portfolio›$10.9K
Hanson & Doremus Investment Management444
0.0% of portfolio›$11
Global X Japan Co., Ltd.421
0.0% of portfolio›$10.1K
Olistico Wealth, LLC400
0.0% of portfolio›$9.6K
Archer Investment Corp399
0.0% of portfolio›$9.6K
Bare Financial Services, Inc388
0.0% of portfolio›$9.3K
Pacific Center for Financial Services371
0.0% of portfolio›$8.9K
Armstrong Advisory Group, Inc364
0.0% of portfolio›$8.7K
Bullock Wealth Management Group348
0.0% of portfolio›$8.2K
Concord Wealth Partners344
0.0% of portfolio›$8.3K
First Community Trust NA325
0.0% of portfolio›$7.8K
SBI Securities Co., Ltd.322
0.0% of portfolio›$7.7K
Acumen Wealth Advisors, LLC311
0.0% of portfolio›$7.5K
UMB Private Wealth Management, LLC311
0.0% of portfolio›$7.5K
Fjarde Ap-Fonden TH Swedish National Pension Fund300
0.0% of portfolio›$7.2K
FNY Investment Advisers, LLC300
0.0% of portfolio›$7
Balance Wealth Partners LLC297
0.0% of portfolio›$7.1K
Generali Asset Management SPA SGR294
0.0% of portfolio›$7.1K
POM Investment Strategies, LLC293
0.0% of portfolio›$7.0K
Spire Wealth Management293
0.0% of portfolio›$7.0K
Manchester Capital Management LLC273
0.0% of portfolio›$6.6K
Hughes Financial Services, LLC270
0.0% of portfolio›$6.3K
Cdkv Holdings LLC270
0.0% of portfolio›$6.5K
MV Capital Management, Inc.269
0.0% of portfolio›$6.5K
James T. Borello RIA268
0.0% of portfolio›$6.4K
Buck Wealth Strategies, LLC263
0.0% of portfolio›$6.3K
Bangor Savings Bank250
0.0% of portfolio›$6.0K
Evermay Wealth Management LLC240
0.0% of portfolio›$5.8K
Ares Financial Consulting, LLC232
0.0% of portfolio›$5.6K
Jnba Financial Advisors219
0.0% of portfolio›$5.3K
Granite FO LLC211
0.0% of portfolio›$5.1K
Mcdonald Partners LLC200
0.0% of portfolio›$4.8K
Bank & Trust Co200
0.0% of portfolio›$4.8K
Next Level Wealth Planning, LLC200
0.0% of portfolio›$4.8K
Hazlett, Burt & Watson, Inc.200
0.0% of portfolio›$5
Princeton Global Asset Management LLC200
0.0% of portfolio›$4.8K
Main Street Group, LTD200
0.0% of portfolio›$4.8K
Indiana Trust & Investment Management Co196
0.0% of portfolio›$4.7K
JFS Wealth Advisors, LLC191
0.0% of portfolio›$4.6K
Canton Hathaway, LLC181
0.0% of portfolio›$4.3K
Triumph Capital Management181
0.0% of portfolio›$4.3K
Abound Wealth Management179
0.0% of portfolio›$4.3K
Asset Dedication, LLC171
0.0% of portfolio›$4.1K
Physician Wealth Advisors, Inc.169
0.0% of portfolio›$4.1K
Ascentis Wealth Management, LLC158
0.0% of portfolio›$3.8K
Elevation Wealth Partners, LLC156
0.0% of portfolio›$3.7K
Financial Network Wealth Advisors LLC154
0.0% of portfolio›$3.7K
Highline Wealth Partners LLC152
0.0% of portfolio›$3.6K
Harbor Investment Advisory, LLC151
0.0% of portfolio›$3.6K
Capital Advisors, Ltd. LLC148
0.0% of portfolio›$4
J.Safra Asset Management Corp141
0.0% of portfolio›$3.4K
Plante Moran Financial Advisors, LLC138
0.0% of portfolio›$3.3K
Guardian Partners Inc.125
0.0% of portfolio›$3.0K
Financial Consulate, Inc118
0.0% of portfolio›$2.8K
Creative Capital Management Investments LLC116
0.0% of portfolio›$2.8K
Nvwm, LLC115
0.0% of portfolio›$2.8K
Independence Bank of Kentucky100
0.0% of portfolio›$2.4K
Byrne Asset Management LLC100
0.0% of portfolio›$2.4K
Clark Wealth Partners99
0.0% of portfolio›$2.4K
Sfam, LLC94
0.0% of portfolio›$2.3K
Bay Harbor Wealth Management, LLC90
0.0% of portfolio›$2.2K
Toth Financial Advisory Corp80
0.0% of portfolio›$1.9K
Lloyd Advisory Services, Llc.67
0.0% of portfolio›$1.6K
Evolution Wealth Management Inc.63
0.0% of portfolio›$1.5K
American Capital Advisory, LLC62
0.0% of portfolio›$1.5K
TFC Financial Management, Inc.60
0.0% of portfolio›$1.4K
Barrett & Company, Inc.52
0.0% of portfolio›$1.2K
Gilpin Wealth Management, LLC47
0.0% of portfolio›$1.1K
DiNuzzo Private Wealth, Inc.47
0.0% of portfolio›$1.1K
Kingdom Financial Group Llc.46
0.0% of portfolio›$1.1K
Quaker Wealth Management, LLC46
0.0% of portfolio›$1.1K
Nemes Rush Group LLC44
0.0% of portfolio›$1.1K
Birch Financial Group, LLC37
0.0% of portfolio›$878
Valley National Advisers Inc37
0.0% of portfolio›$888
WPG Advisers, LLC35
0.0% of portfolio›$840
Trust Co35
0.0% of portfolio›$840
Wolff Wiese Magana LLC35
0.0% of portfolio›$840
Aspect Partners, LLC33
0.0% of portfolio›$792
Proathlete Wealth Management LLC32
0.0% of portfolio›$768
Albion Financial Group31
0.0% of portfolio›$750
Fairman Group, LLC30
0.0% of portfolio›$720
Barnes Dennig Private Wealth Management LLC29
0.0% of portfolio›$696
Bell Investment Advisors, Inc29
0.0% of portfolio›$696
Center for Financial Planning, Inc.24
0.0% of portfolio›$576
Rakuten Securities, Inc.21
0.0% of portfolio›$504
Golden State Wealth Management, LLC21
0.0% of portfolio›$521
Birchwood Financial Partners, Inc.19
0.0% of portfolio›$456
Signature Equity Partners, LLC19
0.0% of portfolio›$456
WestEnd Advisors, LLC15
0.0% of portfolio›$360
Arlington Trust Co LLC15
0.0% of portfolio›$360
DecisionPoint Financial, LLC13
0.0% of portfolio›$308
StrongBox Wealth, LLC7
0.0% of portfolio›$168
3 Factor Indexing, LLC6
0.0% of portfolio›$144
Maryland Capital Advisors Inc.3
0.0% of portfolio›$72
GK Wealth Management LLC1
0.0% of portfolio›$32
Tounjian Advisory Partners, LLC0
0.0% of portfolio›$11
StyleTurnoverLocationFiled
Pzena Investment Management LLC
62,425,636$1.5B4.4%Deep ValueMediumNew York, NY2026-10-30
Greenhaven Associates Inc
12,396,504$297.5M3.7%Deep ValueLowPurchase, NY2026-10-26
Equity Investment Corp
6,595,384$158.3M3.0%YieldMediumAtlanta, GA2026-11-04
Dimensional Fund Advisors LP
4,934,320$118.4M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
3,173,714$76.2M0.0%CoreLowNew York, NY2026-11-05
RWC Asset Management LLP
3,122,618$74.9M2.8%YieldMediumLondon, United Kingdom2026-10-22
Thompson Siegel & Walmsley LLC
1,780,701$42.7M1.7%Deep ValueMediumRichmond, VA2026-11-05
Citigroup Inc
1,263,552$30.3M0.0%CoreMediumNew York, NY2026-11-04
Wedge Capital Management L L P
1,065,501$25.6M0.4%ValueMediumCharlotte, NC2026-10-13
Auto-Owners Insurance Co
1,050,000$25.2M0.8%ETFVery LowLansing, MI2026-10-15
Investment Management Associates Inc
897,115$21.5M4.4%Deep ValueMediumGreenwood Village, CO2026-10-29
O'Keefe Stevens Advisory, Inc.
719,676$17.3M3.5%ValueLowRochester, NY2026-10-09
Mitsubishi UFJ Asset Management Co., Ltd.
659,585$15.8M0.0%IndexVery LowTokyo, Mexico2026-11-05
Arnhold LLC
625,767$15.0M1.1%GARPLowNew York, NY2026-10-26
Great Hill Capital LLC
619,657$14.9M1.0%Deep ValueMediumNew York, NY2026-10-20
QSM Asset Management Ltd
567,886$13.6M5.6%YieldMediumLondon, United Kingdom2026-11-05
Aegon Asset Management UK PLC
534,356$12.8M0.1%GrowthMediumEdinburgh, United Kingdom2026-11-04
Principal Financial Group Inc
530,411$12.7M0.0%CoreLowDes Moines, IA2026-11-02
New York State Teachers Retirement System
376,368$9.0M0.0%CoreVery LowAlbany, NY2026-10-22
Creative Planning
294,098$7.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Oppenheimer Asset Management Inc.
285,299$6.8M0.1%CoreMediumNew York, NY2026-10-27
Exchange Traded Concepts, LLC
266,735$6.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Assetmark, Inc
250,940$6.0M0.0%ETFLowConcord, CA2026-10-21
Continental Advisors LLC
232,127$5.6M2.4%YieldMediumPark City, UT2026-10-13
Wealth Enhancement Advisory Services, LLC
191,603$4.1M0.0%CoreLowPlymouth, MN2026-10-13
Calamos Advisors LLC
183,197$4.4M0.0%GrowthMediumNaperville, IL2026-11-02
State of New Jersey Common Pension Fund D
171,571$4.1M0.0%CoreLowTrenton, NJ2026-11-05
Lipe & Dalton
170,483$4.1M3.2%CoreLowSyracuse, NY2026-10-15
Allspring Global Investments Holdings, LLC
162,427$3.8M0.0%CoreMediumCharlotte, NC2026-11-04
Czech National Bank
148,545$3.6M0.0%IndexVery LowPrague, Bahrain2026-10-13
Arizona State Retirement System
145,464$3.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
New York Life Investment Management LLC
144,654$3.5M0.0%GrowthLowNew York, NY2026-11-04
Everett Harris & Co
144,039$3.5M0.0%CoreVery LowLos Angeles, CA2026-10-28
Steinberg Asset Management LLC
136,019$3.3M2.1%CoreLowNew York, NY2026-10-29
Mirae Asset Global Investments Co., Ltd.
132,189$3.2M0.0%GrowthLowSeoul, Malaysia2026-11-03
State of Michigan Retirement System
129,928$3.1M0.0%IndexLowEast Lansing, MI2026-10-27
AMG National Trust Bank
120,911$2.9M0.1%ETFLowGreenwood Village, CO2026-11-05
Commonwealth Equity Services, LLC
119,867$2.9M0.0%ETFLowWaltham, MA2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
114,222$2.7M0.0%CoreLowHarrisburg, PA2026-11-03
CIBC Asset Management Inc
112,986$2.7M0.0%GARPLowToronto, South Africa2026-11-05
Retirement Systems of Alabama
108,419$2.6M0.0%IndexLowMontgomery, AL2026-11-04
Pictet Asset Management Holding SA
106,161$2.5M0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
101,805$2.4M0.0%GrowthLowBethesda, MD2026-10-29
Neos Investment Management LLC
99,345$2.4M0.0%IndexVery LowWestport, CT2026-11-04
Lmcg Investments, LLC
96,793$2.3M0.1%CoreLowBoston, MA2026-10-21
Swiss Life Asset Management Ltd
96,395$2.3M0.0%CoreLowZurich, Switzerland2026-11-03
Y-Intercept (Hong Kong) Ltd
94,896$2.3M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Murphy Pohlad Asset Management LLC
92,868$2.2M0.8%ValueLowEden Prairie, MN2026-10-22
Klein Pavlis & Peasley Financial, Inc.
92,834$2.2M1.1%ValueMediumIrvine, CA2026-10-13
Amalgamated Bank
88,513$2.1M0.0%CoreVery LowNew York, NY2026-10-23
TD Private Client Wealth LLC
82,542$2.0M0.0%ETFLowNew York, NY2026-10-28
Arga Investment Management, LP
79,323$1.9M0.0%Deep ValueHighMiami, FL2026-10-30
Clear Harbor Asset Management, LLC
77,449$1.9M0.1%CoreLowStamford, CT2026-11-05
John G Ullman & Associates Inc
73,193$1.8M0.2%CoreLowCorning, NY2026-11-04
Yousif Capital Management, LLC
69,141$1.7M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Xponance LLC
67,847$1.6M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Oregon Public Employees Retirement Fund
63,599$1.5M0.0%IndexVery LowTigard, OR2026-10-30
Mather Group, Llc.
60,085$1.4M0.0%ETFMediumChicago, IL2026-10-14
Rakuten Investment Management, Inc.
59,180$1.4M0.0%ETFMediumTokyo, Mexico2026-10-30
Argyle Capital Management, LLC
57,904$1.4M0.4%ValueVery LowCenter Valley, PA2026-10-28
Virginia Retirement Systems ET Al
57,900$1.4M0.0%CoreMediumRichmond, VA2026-10-28
American Assets Investment Management, LLC
57,829$1.4M0.1%GARPVery LowSan Diego, CA2026-10-30
HB Wealth Management, LLC
56,428$1.4M0.0%IndexVery LowAtlanta, GA2026-10-23
US Bancorp \de\
56,391$1.4M0.0%IndexLowMinneapolis, MN2026-11-05
Nicholas Hoffman & Company, Llc.
54,892$1.3M0.0%ETFVery LowAtlanta, GA2026-10-30
Mutual of America Capital Management LLC
53,036$1.3M0.0%IndexLowNew York, NY2026-10-23
Wedmont Private Capital
51,997$1.2M0.0%IndexVery LowWest Chester, PA2026-10-09
Avantra Family Wealth, Inc.
51,956$1.2M0.7%CoreMediumMechanicsburg, PA2026-10-20
Fulcrum Asset Management LLP
50,529$1.2M0.1%CoreMediumLondon, United Kingdom2026-11-04
UniSuper Management Pty Ltd
50,203$1.2M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Cambridge Investment Research Advisors, Inc.
50,116$1.2M0.0%ETFLowFairfield, IA2026-11-02
State of Alaska, Department of Revenue
48,975$1.2M0.0%CoreVery LowJuneau, AK2026-10-15
Inspirion Wealth Advisors, LLC
48,943$1.2M0.1%ETFMediumLibertyville, IL2026-10-09
Atria Investments, Inc
48,139$1.2M0.0%CoreMediumCharlotte, NC2026-10-15
Kestra Private Wealth Services, LLC
46,231$1.1M0.0%GrowthLowAustin, TX2026-10-30
Daiwa Securities Group Inc.
44,698$1.1M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Inspire Investing, LLC
44,053$1.1M0.0%GARPHighMeridian, ID2026-10-22
Rudd Co d/b/a Styre Wealth
42,723$1.1M1.0%ValueN/AFort Worth, TX2026-10-29
Sterling Capital Management LLC
42,299$1.0M0.0%GARPMediumCharlotte, NC2026-10-22
Kornitzer Capital Management Inc
41,639$999.3K0.0%CoreLowShawnee Mission, KS2026-11-03
Norden Group LLC
40,555$973.3K0.1%GrowthMediumProvo, UT2026-10-20
International Assets Investment Management, LLC
40,280$952.2K0.1%CoreVery HighOrlando, FL2026-11-02
Ethic Inc.
38,755$930.1K0.0%CoreLowNew York, NY2026-11-03
Gamma Investing LLC
37,690$904.6K0.0%IndexVery LowFoster City, CA2026-10-08
15 Wealth Advisors LLC
37,411$897.9K0.2%ETFN/AMundelein, IL2026-10-14
Crossmark Global Holdings, Inc.
36,764$882.3K0.0%GARPMediumHouston, TX2026-10-21
Keybank National Association
35,297$847.1K0.0%CoreLowBrooklyn, OH2026-11-04
Nisa Investment Advisors, LLC
35,024$840.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
MacKenzie Financial Corp
33,660$807.8K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Brighton Jones LLC
32,499$780.0K0.0%CoreVery LowSeattle, WA2026-11-03
Kestra Advisory Services, LLC
32,225$773.4K0.0%CoreLowAustin, TX2026-11-02
Tsfg, LLC
31,169$748.0K0.4%ETFLowLake Forest, IL2026-10-23
Sumitomo Mitsui Trust Group, Inc.
30,529$732.7K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Chicago Partners Investment Group LLC
30,281$766.1K0.0%GARPLowChicago, IL2026-10-27
Gateway Investment Advisers LLC
30,254$726.1K0.0%GrowthLowCincinnati, OH2026-10-13
Thrivent Financial for Lutherans
29,770$712.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Lecap Asset Management LTD
29,109$698.6K0.3%ValueVery HighLondon, United Kingdom2026-10-27
CenterBook Partners LP
28,383$681.2K0.0%ValueVery HighGreenwich, CT2026-11-02
Radnor Capital Management, LLC
28,238$677.7K0.1%CoreLowWayne, PA2026-10-23
Apollon Wealth Management, LLC
28,140$675.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Hartford Investment Management Co
28,036$672.9K0.0%IndexVery LowHartford, CT2026-11-04
Midwest Trust Co
27,924$670.2K0.0%CoreLowOverland Park, KS2026-10-22
Truist Financial Corp
27,220$653.3K0.0%CoreLowCharlotte, NC2026-10-30
Krilogy Financial LLC
27,100$671.5K0.0%GrowthLowSt. Louis, MO2026-10-13
Cacti Asset Management LLC
26,500$622.2K0.0%CoreVery LowAtlanta, GA2026-10-01
MGO One Seven LLC
26,096$626.3K0.0%GrowthLowBeachwood, OH2026-10-28
Choreo, LLC
25,816$620.0K0.0%IndexLowRockford, IL2026-10-28
Louisiana State Employees Retirement System
25,400$609.6K0.0%IndexLowBaton Rouge, LA2026-10-20
Evergreen Capital Management LLC
24,810$595.6K0.0%GARPMediumBellevue, WA2026-10-23
One Way Holdings LLC
24,502$588.0K0.0%CoreMediumFlower Mound, TX2026-10-29
Legacy Capital Wealth Partners, LLC
24,048$577.2K0.1%CoreMediumLittle Rock, AR2026-10-21
Fiduciary Alliance LLC
23,713$569.1K0.0%CoreMediumGreenville, SC2026-10-13
Daymark Wealth Partners, LLC
23,574$565.8K0.0%CoreLowCincinnati, OH2026-11-04
111 Capital
23,460$563.0K0.1%CoreVery HighParis, India2026-11-03
DekaBank Deutsche Girozentrale
23,295$556.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Asset Management One Co., Ltd.
22,986$551.7K0.0%IndexVery LowTokyo, Mexico2026-10-27
Elyxium Wealth, LLC
22,944$550.7K0.1%GrowthVery LowBeverly Hills, CA2026-10-27
Leonteq Securities AG
22,811$547.5K0.0%CoreHighZurich, Switzerland2026-10-29
New Wave Wealth Advisors LLC
22,545$561.1K0.1%CoreMediumSpringdale, AR2026-10-19
Advisortrust Partners, LLC
21,951$526.8K0.2%CoreHighRaleigh, NC2026-11-02
Park Avenue Securities LLC
21,563$518.0K0.0%ETFMediumNew York, NY2026-10-26
BCU Wealth Advisors, LLC
20,314$487.5K0.2%ETFLowVernon Hills, IL2026-10-16
CX Institutional
19,858$4770.0%CoreMediumAuburn, IN2026-10-02
Citizens Financial Group Inc
18,501$444.1K0.0%GrowthLowProvidence, RI2026-10-23
NorthCrest Asset Manangement, LLC
18,461$441.2K0.0%GrowthLowPlymouth, MN2026-10-13
Praxis Investment Management Inc
18,438$443.0K0.1%CoreLowGoshen, IN2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
18,267$438.4K0.0%IndexVery LowTokyo, Mexico2026-10-20
Farther Finance Advisors, LLC
18,193$436.6K0.0%IndexLowSan Francisco, CA2026-10-08
Gibbs Wealth Management
17,593$422.2K0.0%CoreLowAlpharetta, GA2026-10-22
KBC Group NV
16,464$395.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Portside Wealth Group, LLC
16,391$393.4K0.0%CoreMediumProvo, UT2026-10-20
AlphaCore Capital LLC
16,021$384.5K0.0%ETFLowLa Jolla, CA2026-11-04
Simplicity Wealth,LLC
16,020$384.5K0.0%ETFLowSummit, NJ2026-10-23
North Dakota State Investment Board
15,735$377.6K0.0%GrowthMediumBismarck, ND2026-10-27
Central Pacific Bank - Trust Division
15,400$369.6K0.0%CoreMediumHonolulu, HI2026-10-06
Strs Ohio
15,111$362.7K0.0%CoreMediumColumbus, OH2026-10-30
Meyer Handelman Co
14,944$358.7K0.0%CoreLowRye Brook, NY2026-10-28
D.A. Davidson & Co.
14,833$356.0K0.0%CoreLowGreat Falls, MT2026-10-28
Abacus Planning Group, Inc.
14,541$349.0K0.0%ETFLowColumbia, SC2026-11-02
Cardinal Point Capital Management ULC
14,450$346.8K0.0%ValueLowToronto, Australia2026-10-21
SmartHarvest Portfolios, LLC
14,311$343.5K0.1%GrowthLowSeattle, WA2026-10-26
Cullen T Bankers, Inc.
14,098$338.4K0.0%GrowthLowSan Antonio, TX2026-10-28
GF Fund Management Co. Ltd.
14,029$336.7K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Madrona Financial Services, LLC
13,793$331.0K0.1%ETFLowEverett, WA2026-10-23
Indivisible Partners
13,665$328.0K0.0%GrowthMediumClearwater, FL2026-10-26
Generali Investments CEE, investicni spolecnost, a.s.
13,000$277.2K0.0%CoreLowPrague, Bahrain2026-10-15
Perigon Wealth Management, LLC
12,710$305.0K0.0%GrowthLowSan Francisco, CA2026-10-22
Sowell Financial Services LLC
12,703$304.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Blueprint Investment Partners LLC
12,631$303.1K0.0%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
12,631$303.1K0.0%GARPMediumGreensboto, NC2026-10-28
CWA Asset Management Group, LLC
12,617$302.8K0.0%CoreMediumNaples, FL2026-10-19
EverSource Wealth Advisors, LLC
12,501$300.0K0.0%CoreMediumBirmingham, AL2026-11-04
Investors Research Corp
12,410$297.8K0.1%ETFLowAtlanta, GA2026-10-07
Cidel Asset Management Inc
12,143$291.4K0.0%CoreMediumToronto, Australia2026-10-29
MBL Wealth, LLC
12,019$288.5K0.0%ETFLowCharlotte, NC2026-10-22
Net Worth Advisory Group
11,844$280.0K0.1%GARPMediumSandy, UT2026-10-20
Mesirow Financial Investment Management, Inc.
11,481$275.5K0.0%CoreLowChicago, IL2026-11-05
VestGen Advisors, LLC
11,356$272.5K0.0%GrowthMediumChicago, IL2026-10-27
Tema Etfs LLC
10,792$259.0K0.0%GrowthMediumNew York, NY2026-10-16
Larson Financial Group LLC
10,783$258.8K0.0%GrowthLowSt Louis, MO2026-11-05
State of Wyoming
10,711$257.1K0.0%ValueHighCheyenne, WY2026-10-28
Cullinan Associates Inc
10,700$256.8K0.0%CoreLowLouisville, KY2026-11-03
Home Federal Bank of Tennessee
10,635$255.2K0.1%ETFVery LowKnoxville, TN2026-10-15
Pinnacle Associates LTD
10,503$252.1K0.0%CoreLowNew York, NY2026-10-20
McAdam, LLC
10,200$244.8K0.0%ETFLowPhiladelphia, PA2026-10-21
J. Safra Sarasin Holding AG
10,165$244.0K0.0%CoreMediumBasel, Switzerland2026-10-26
Iron Financial LLC
10,155$243.7K0.1%ETFLowNorthbrook, IL2026-10-23
Axxion S.A.
10,000$240.0K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Stiles Financial Services Inc
9,953$238.9K0.1%GrowthLowEdina, MN2026-10-30
Vise Technologies, Inc.
9,818$235.6K0.0%IndexLowNew York, NY2026-10-29
Curated Wealth Partners LLC
9,805$235.3K0.0%GARPLowEl Segundo, CA2026-10-15
Allen Capital Group, LLC
9,498$228.0K0.0%CoreLowGrand Island, NE2026-10-27
Tweedy, Browne Co LLC
9,479$227.5K0.0%Deep ValueLowStamford, CT2026-11-04
North Star Investment Management Corp.
9,442$226.6K0.0%CoreLowChicago, IL2026-10-27
Integrated Advisors Network LLC
9,397$225.5K0.0%GrowthMediumDallas, TX2026-10-20
Facet Wealth, Inc.
9,370$224.9K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Poehling Capital Management, Inc.
9,354$224.5K0.0%ValueLowMadison, WI2026-10-20
J.W. Cole Advisors, Inc.
9,346$224.3K0.0%IndexLowTampa, FL2026-11-05
Lanark Financial, Inc.
9,071$217.7K0.0%CoreMediumBirmingham, AL2026-10-26
Regions Financial Corp
9,051$217.2K0.0%CoreLowBirmingham, AL2026-11-05
Folger Nolan Fleming Douglas Capital Management, Inc
9,036$216.9K0.0%CoreLowWashington, DC2026-10-13
Elevation Point Wealth Partners, LLC
8,806$211.4K0.0%CoreHighDenver, CO2026-11-05
Hilltop National Bank
8,350$200.4K0.0%CoreLowCasper, WY2026-10-14
Trust Co of Toledo NA
6,722$161.3K0.0%GrowthVery LowHolland, OH2026-10-16
Nova Financial LLC
6,478$155.5K0.1%N/AN/ATucson, AZ2026-11-04
Ascentis Independent Advisors
6,034$144.8K0.0%ETFLowDallas, TX2026-11-03
Eastern Bank
6,025$144.6K0.0%GrowthMediumBoston, MA2026-10-05
Cape Investment Advisory, Inc.
5,907$141.8K0.0%ETFLowMcdonough, GA2026-10-13
Knights of Columbus Asset Advisors LLC
5,686$136.5K0.0%CoreMediumNew Haven, CT2026-11-05
Wilmington Savings Fund Society, FSB
5,142$123.4K0.0%CoreLowWilmington, DE2026-10-23
Essential Partners LLC
5,029$120.7K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Parallel Advisors, LLC
4,960$119.0K0.0%IndexLowSan Francisco, CA2026-11-03
Provenance Wealth Advisors, LLC
4,291$103.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Pinnacle Bancorp, Inc.
3,937$94.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Root Financial Partners, LLC
3,898$93.6K0.0%ETFMediumEncinitas, CA2026-10-21
Deseret Mutual Benefit Administrators
3,887$93.3K0.0%CoreMediumSalt Lake City, UT2026-11-04
Covestor Ltd
3,261$78.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Pflug Koory, LLC
3,114$74.7K0.0%CoreVery LowOmaha, NE2026-10-26
Contravisory Investment Management, Inc.
3,114$74.7K0.0%MomentumHighNorwell, MA2026-10-13
Bokf, NA
3,086$74.1K0.0%CoreLowTulsa, OK2026-10-27
Signaturefd, LLC
2,958$71.0K0.0%IndexLowAtlanta, GA2026-10-23
Curat Global, LLC
2,864$68.7K0.1%CoreMediumSpringfield, NH2026-10-26
Cornerstone National Bank & Trust Co
2,791$66.0K0.0%ETFMediumPalatine, IL2026-10-20
Farmers & Merchants Investments Inc
2,693$64.6K0.0%CoreVery LowLincoln, NE2026-10-22
SJS Investment Consulting Inc.
2,689$64.5K0.0%ETFVery LowSylvania, OH2026-10-26
Versant Capital Management, Inc
2,545$61.1K0.0%GARPLowPhoenix, AZ2026-10-02
Blue Trust, Inc.
2,423$58.2K0.0%ETFLowBrentwood, TN2026-10-15
Private Trust Co NA
2,402$57.6K0.0%CoreLowCleveland, OH2026-10-20
GHP Investment Advisors, Inc.
2,344$56.2K0.0%CoreVery LowDenver, CO2026-10-15
Peoples Financial Services Corp.
2,000$48.0K0.0%CoreVery LowMoosic, PA2026-10-20
Oakworth Capital, Inc.
1,965$47.2K0.0%ETFLowBirmingham, AL2026-10-26
Silver Grove Financial Group, Inc.
1,964$47.1K0.0%CoreMediumOrchard Park, NY2026-11-05
TD Waterhouse Canada Inc.
1,766$41.7K0.0%CoreLowToronto, Australia2026-10-16
MassMutual Private Wealth & Trust, FSB
1,758$42.2K0.0%CoreLowSpringfield, MA2026-10-05
Hartford Financial Management Inc.
1,707$41.0K0.0%CoreLowWest Hartford, CT2026-10-21
Owl Creek Wealth Partners LLC
1,655$39.7K0.0%IndexLowGreenwood Village, CO2026-10-20
IFP Advisors, Inc
1,628$39.1K0.0%GrowthLowTampa, FL2026-10-16
Wealth Analytics Partners, LLC
1,579$37.9K0.0%ETFVery LowSan Diego, CA2026-10-19
Pinnacle Wealth Planning Services, Inc.
1,435$34.4K0.0%GARPLowMansfield, OH2026-10-27
Foster Dykema Cabot & Partners, LLC
1,392$33.4K0.0%GrowthLowWaltham, MA2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,225$29.4K0.0%GrowthVery LowBoston, MA2026-10-23
Salomon & Ludwin, LLC
1,197$28.7K0.0%ETFVery LowRichmond, VA2026-10-29
Creative Financial Designs Inc
1,178$28.3K0.0%ETFMediumKokomo, IN2026-11-04
Rossby Financial, LCC
1,117$26.8K0.0%ETFMediumMelbourne, FL2026-11-05
Parkside Financial Bank & Trust
1,015$24.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Kennebec Savings Bank
1,000$24.0K0.0%CoreLowAugusta, ME2026-10-22
Adirondack Trust Co
1,000$24.0K0.0%GrowthLowSaratoga Springs, NY2026-10-14
First Financial Corp
1,000$24.0K0.0%CoreVery LowTerre Haute, IN2026-10-13
United Community Bank
1,000$24.0K0.0%CoreLowGreenville, SC2026-10-28
Caldwell Trust Co
1,000$24.0K0.0%GrowthLowVenice, FL2026-10-30
Bfsg, LLC
972$23.3K0.0%CoreLowIrvine, CA2026-10-30
Thompson Investment Management, Inc.
964$23.1K0.0%ValueMediumMadison, WI2026-10-14
CoreCap Advisors, LLC
890$21.4K0.0%ETFMediumSouthfield, MI2026-10-08
Cromwell Holdings LLC
792$19.0K0.0%IndexLowJackson, WY2026-10-28
Piscataqua Savings Bank
782$18.8K0.0%CoreVery LowPortsmouth, NH2026-10-21
Trust Co of Vermont
750$18.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
MTM Investment Management, LLC
707$17.0K0.0%CoreVery LowSpartanburg, SC2026-10-30
New England Capital Financial Advisors LLC
706$17.0K0.0%ETFLowMeriden, CT2026-11-03
Blume Capital Management, Inc.
700$16.8K0.0%CoreMediumBerkeley, CA2026-10-26
Prudent Man Investment Management, Inc.
700$16.8K0.0%ETFVery LowLouisville, CO2026-11-03
True Wealth Design, LLC
661$15.9K0.0%ETFMediumAkron, OH2026-10-13
Cranbrook Wealth Management, LLC
658$15.8K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Fortitude Family Office, LLC
657$15.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Carnegie Lake Advisors LLC
552$325.2K0.1%ValueLowPrinceton, NJ2026-11-03
High Note Wealth, LLC
524$12.6K0.0%ETFVery LowDeephaven, MN2026-10-27
Lodestone Wealth Management LLC
500$12.0K0.0%CoreLowSpokane, WA2026-10-14
Activest Wealth Management
480$11.5K0.0%ETFLowAventura, FL2026-10-15
Private Wealth Management Group, LLC
467$11.2K0.0%ETFLowPrinceton, NJ2026-10-19
Planning Strategies Inc.
454$10.9K0.0%ETFN/ALancaster, PA2026-10-02
Hanson & Doremus Investment Management
444$110.0%CoreVery LowBurlington, VT2026-10-16
Global X Japan Co., Ltd.
421$10.1K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Olistico Wealth, LLC
400$9.6K0.0%GrowthVery LowTulsa, OK2026-10-05
Archer Investment Corp
399$9.6K0.0%CoreMediumCarmel, IN2026-11-05
Bare Financial Services, Inc
388$9.3K0.0%ETFVery LowGap, PA2026-11-04
Pacific Center for Financial Services
371$8.9K0.0%ETFMediumDanville, CA2026-10-15
Armstrong Advisory Group, Inc
364$8.7K0.0%ETFHighNeedham, MA2026-10-09
Bullock Wealth Management Group
348$8.2K0.0%GrowthLowBloomington, IN2026-10-09
Concord Wealth Partners
344$8.3K0.0%GrowthLowAbingdon, VA2026-11-02
First Community Trust NA
325$7.8K0.0%GrowthLowDubuque, IA2026-10-07
SBI Securities Co., Ltd.
322$7.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Acumen Wealth Advisors, LLC
311$7.5K0.0%GrowthHighChattanooga, TN2026-11-05
UMB Private Wealth Management, LLC
311$7.5K0.0%GrowthN/AKansas City, MO2026-10-19
Fjarde Ap-Fonden TH Swedish National Pension Fund
300$7.2K0.0%GrowthLowStockholm, Sweden2026-10-15
FNY Investment Advisers, LLC
300$70.0%GrowthVery HighNew York, NY2026-10-16
Balance Wealth Partners LLC
297$7.1K0.0%ETFMediumWorthington, OH2026-10-27
Generali Asset Management SPA SGR
294$7.1K0.0%CoreLowTrieste, Latvia2026-10-26
POM Investment Strategies, LLC
293$7.0K0.0%ETFVery HighRaleigh, NC2026-10-20
Spire Wealth Management
293$7.0K0.0%GrowthMediumMclean, VA2026-10-30
Manchester Capital Management LLC
273$6.6K0.0%CoreLowManchester, VT2026-10-22
Hughes Financial Services, LLC
270$6.3K0.0%ETFLowHerndon, VA2026-10-30
Cdkv Holdings LLC
270$6.5K0.0%ETFMediumDenver, CO2026-10-28
MV Capital Management, Inc.
269$6.5K0.0%ETFLowBethesda, MD2026-10-29
James T. Borello RIA
268$6.4K0.0%ETFVery LowEast Dundee, IL2026-10-16
Buck Wealth Strategies, LLC
263$6.3K0.0%ValueMediumDenver, CO2026-10-28
Bangor Savings Bank
250$6.0K0.0%ETFLowBangor, ME2026-10-06
Evermay Wealth Management LLC
240$5.8K0.0%ETFLowArlington, VA2026-11-05
Ares Financial Consulting, LLC
232$5.6K0.0%CoreLowCalabasas, CA2026-10-19
Jnba Financial Advisors
219$5.3K0.0%ETFMediumBloomington, MN2026-11-03
Granite FO LLC
211$5.1K0.0%GARPVery LowGilford, NH2026-10-14
Mcdonald Partners LLC
200$4.8K0.0%CoreLowCleveland, OH2026-11-03
Bank & Trust Co
200$4.8K0.0%ValueVery LowLitchfield, IL2026-10-07
Next Level Wealth Planning, LLC
200$4.8K0.0%ETFVery LowMeridian, ID2026-10-29
Hazlett, Burt & Watson, Inc.
200$50.0%CoreVery LowWheeling, WV2026-11-04
Princeton Global Asset Management LLC
200$4.8K0.0%GrowthLowPrinceton, NJ2026-10-21
Main Street Group, LTD
200$4.8K0.0%ETFMediumGlen Allen, VA2026-10-28
Indiana Trust & Investment Management Co
196$4.7K0.0%GrowthLowMishawaka, IN2026-10-22
JFS Wealth Advisors, LLC
191$4.6K0.0%ETFVery LowHermitage, PA2026-11-03
Canton Hathaway, LLC
181$4.3K0.0%ValueLowProvidence, RI2026-10-23
Triumph Capital Management
181$4.3K0.0%ETFMediumDenver, CO2026-10-14
Abound Wealth Management
179$4.3K0.0%ETFVery LowFranklin, TN2026-10-26
Asset Dedication, LLC
171$4.1K0.0%ETFLowSan Francisco, CA2026-11-03
Physician Wealth Advisors, Inc.
169$4.1K0.0%ETFMediumMidvale, UT2026-10-20
Ascentis Wealth Management, LLC
158$3.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Elevation Wealth Partners, LLC
156$3.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Financial Network Wealth Advisors LLC
154$3.7K0.0%ETFLowMurray, UT2026-10-28
Highline Wealth Partners LLC
152$3.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Harbor Investment Advisory, LLC
151$3.6K0.0%GrowthLowLutherville, MD2026-10-13
Capital Advisors, Ltd. LLC
148$40.0%ETFLowShaker Heights, OH2026-10-27
J.Safra Asset Management Corp
141$3.4K0.0%ETFLowNew York, NY2026-11-03
Plante Moran Financial Advisors, LLC
138$3.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Guardian Partners Inc.
125$3.0K0.0%ValueMediumToronto, South Africa2026-10-21
Financial Consulate, Inc
118$2.8K0.0%ETFLowHunt Valley, MD2026-10-23
Creative Capital Management Investments LLC
116$2.8K0.0%ETFLowSan Diego, CA2026-10-28
Nvwm, LLC
115$2.8K0.0%GrowthMediumYardley, PA2026-10-14
Independence Bank of Kentucky
100$2.4K0.0%GrowthLowOwensboro, KY2026-10-26
Byrne Asset Management LLC
100$2.4K0.0%CoreLowKingston, NJ2026-10-06
Clark Wealth Partners
99$2.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
Sfam, LLC
94$2.3K0.0%ETFVery LowElmhurst, IL2026-11-03
Bay Harbor Wealth Management, LLC
90$2.2K0.0%ETFMediumHunt Valley, MD2026-11-03
Toth Financial Advisory Corp
80$1.9K0.0%CoreLowLeesburg, VA2026-10-08
Lloyd Advisory Services, Llc.
67$1.6K0.0%ETFVery HighSuwanee, GA2026-11-02
Evolution Wealth Management Inc.
63$1.5K0.0%ETFMediumFort Myers, FL2026-10-28
American Capital Advisory, LLC
62$1.5K0.0%ETFLowKetchum, ID2026-10-28
TFC Financial Management, Inc.
60$1.4K0.0%ETFVery LowBoston, MA2026-10-26
Barrett & Company, Inc.
52$1.2K0.0%ETFLowProvidence, RI2026-10-22
Gilpin Wealth Management, LLC
47$1.1K0.0%GrowthLowDenver, CO2026-10-09
DiNuzzo Private Wealth, Inc.
47$1.1K0.0%ETFLowBeaver, PA2026-10-16
Kingdom Financial Group Llc.
46$1.1K0.0%ETFMediumPeoria, AZ2026-11-04
Quaker Wealth Management, LLC
46$1.1K0.0%ETFMediumMoorestown, NJ2026-10-22
Nemes Rush Group LLC
44$1.1K0.0%CoreVery LowNovi, MI2026-11-04
Birch Financial Group, LLC
37$8780.0%CoreLowKeene, NH2026-10-27
Valley National Advisers Inc
37$8880.0%ETFLowBethlehem, PA2026-10-23
WPG Advisers, LLC
35$8400.0%CoreLowBaltimore, MD2026-10-27
Trust Co
35$8400.0%ETFVery LowManhattan, KS2026-10-09
Wolff Wiese Magana LLC
35$8400.0%GrowthLowCarslbad, CA2026-10-15
Aspect Partners, LLC
33$7920.0%ETFMediumFairfax, VA2026-10-20
Proathlete Wealth Management LLC
32$7680.0%ETFVery LowBoca Raton, FL2026-10-15
Albion Financial Group
31$7500.0%GrowthLowSalt Lake City, UT2026-10-21
Fairman Group, LLC
30$7200.0%ETFLowChesterbrook, PA2026-10-26
Barnes Dennig Private Wealth Management LLC
29$6960.0%CoreLowCincinnati, OH2026-10-30
Bell Investment Advisors, Inc
29$6960.0%ETFVery LowOrinda, CA2026-10-29
Center for Financial Planning, Inc.
24$5760.0%ETFLowSouthfied, MI2026-10-26
Rakuten Securities, Inc.
21$5040.0%Agg GrowthHighTokyo, Mexico2026-11-02
Golden State Wealth Management, LLC
21$5210.0%ETFMediumSanta Ana, CA2026-11-02
Birchwood Financial Partners, Inc.
19$4560.0%ETFVery LowBloomington, MN2026-11-02
Signature Equity Partners, LLC
19$4560.0%GrowthMediumColumbus, OH2026-10-29
WestEnd Advisors, LLC
15$3600.0%ETFMediumCharlotte, NC2026-10-27
Arlington Trust Co LLC
15$3600.0%ETFMediumBirmingham, AL2026-10-20
DecisionPoint Financial, LLC
13$3080.0%ETFVery LowMesa, AZ2026-10-27
StrongBox Wealth, LLC
7$1680.0%GrowthLowLee'S Summit, MO2026-11-02
3 Factor Indexing, LLC
6$1440.0%ETFLowSacramento, CA2026-10-15
Maryland Capital Advisors Inc.
3$720.0%ETFVery LowChester, MD2026-10-15
GK Wealth Management LLC
1$320.0%GARPVery HighReno, NV2026-10-09
Tounjian Advisory Partners, LLC
0$110.0%GrowthHighFort Myers, FL2026-11-04