Brightspring Health Services (BTSG)

CUSIP: 10950A106 | NYSE | Healthcare · Health Information Services | Mid Cap | 633 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

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.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/A FMR LLC	16,989,525	8.6%	+3,311,370	Sep 30, 2026	13,393,155 sh (Jun 30, 2026)
13G/A Vanguard Portfolio Management LLC	9,050,005	4.6%

Institutional Holders — Q3 2026

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Dimensional Fund Advisors LP2,623,444

0.0% of portfolio$148.9M

Bank of New York Mellon Corp1,697,844

0.0% of portfolio$96.4M

Thrivent Financial for Lutherans1,428,946

0.3% of portfolio$81.1M

Principal Financial Group Inc898,681

0.0% of portfolio$51.0M

Allspring Global Investments Holdings, LLC817,713

0.1% of portfolio$46.8M

TD Waterhouse Canada Inc.406,715

0.1% of portfolio$23.3M

King Luther Capital Management Corp375,138

0.1% of portfolio$21.3M

SEB Asset Management AB341,465

0.1% of portfolio$19.4M

Citigroup Inc327,873

0.0% of portfolio$18.6M

MacKenzie Financial Corp288,111

0.0% of portfolio$16.4M

OAK Ridge Investments LLC254,609

0.9% of portfolio$14.4M

AGF Management LTD210,615

0.0% of portfolio$12.0M

Raiffeisen Bank International AG187,391

0.1% of portfolio$10.6M

Hennessy Advisors Inc177,500

0.4% of portfolio$10.1M

Retirement Systems of Alabama175,514

0.0% of portfolio$10.0M

BI Asset Management Fondsmaeglerselskab A/S174,961

0.2% of portfolio$9.9M

OP Asset Management Ltd136,323

0.1% of portfolio$7.7M

Swedbank AB130,000

0.0% of portfolio$7.4M

Mutual of America Capital Management LLC120,879

0.1% of portfolio$6.9M

Kornitzer Capital Management Inc115,460

0.1% of portfolio$6.6M

Moody Aldrich Partners LLC107,757

1.2% of portfolio$6.1M

Mitchell Capital Management Co100,845

0.9% of portfolio$5.7M

Candriam S.C.A.99,032

0.0% of portfolio$5.6M

Fifth Third Bancorp94,887

0.0% of portfolio$5.4M

DekaBank Deutsche Girozentrale73,332

0.0% of portfolio$4.1K

Amalgamated Bank72,730

0.1% of portfolio$4.1M

Bridge City Capital, LLC71,481

0.8% of portfolio$4.1M

Illinois Municipal Retirement Fund64,284

0.0% of portfolio$3.6M

Renaissance Capital LLC61,893

2.4% of portfolio$3.5M

Virginia Retirement Systems ET Al59,950

0.0% of portfolio$3.4M

Creative Planning59,826

0.0% of portfolio$3.4M

Strs Ohio59,700

0.0% of portfolio$3.4M

Cookson Peirce & Co Inc53,637

0.1% of portfolio$3.0M

State of New Jersey Common Pension Fund D50,725

0.0% of portfolio$2.9M

Louisiana State Employees Retirement System50,500

0.0% of portfolio$2.9M

iA Global Asset Management Inc.47,588

0.1% of portfolio$2.7M

Yousif Capital Management, LLC45,758

0.0% of portfolio$2.6M

Arizona State Retirement System45,676

0.0% of portfolio$2.6M

New York State Teachers Retirement System43,341

0.0% of portfolio$2.5M

LMG Wealth Partners, LLC40,648

0.4% of portfolio$2.3M

Commonwealth of Pennsylvania Public School Empls Retrmt SYS40,617

0.0% of portfolio$2.3M

Harbour Capital Advisors, LLC40,520

0.4% of portfolio$2.3M

State of Michigan Retirement System39,900

0.0% of portfolio$2.3M

Oregon Public Employees Retirement Fund35,200

0.0% of portfolio$2.0M

Virtue Capital Management, LLC34,840

0.3% of portfolio$2.0M

New Mexico Educational Retirement Board33,200

0.1% of portfolio$1.9M

Americana Partners, LLC32,398

0.0% of portfolio$1.8M

Wealthstar Advisors, LLC30,764

0.5% of portfolio$1.7M

Cantor Fitzgerald Investment Advisors L.P.30,630

0.1% of portfolio$1.7M

Prescott Group Capital Management, L.L.C.30,000

0.2% of portfolio$1.7M

ProShare Advisors LLC27,571

0.0% of portfolio$1.6M

Ausbil Investment Management Ltd26,373

0.8% of portfolio$1.5M

Eddie Patel Inc25,564

0.9% of portfolio$1.5M

State of Alaska, Department of Revenue24,826

0.0% of portfolio$1.4M

Pictet Asset Management Holding SA24,762

0.0% of portfolio$1.4M

Xponance LLC23,725

0.0% of portfolio$1.3M

Calamos Advisors LLC22,963

0.0% of portfolio$1.3M

New York Life Investment Management LLC22,834

0.0% of portfolio$1.3M

Triumph Capital Management19,725

0.2% of portfolio$1.1M

Smith Group Asset Management, LLC19,404

0.1% of portfolio$1.1M

PFG Advisors18,501

0.1% of portfolio$1.0M

Vise Technologies, Inc.17,622

0.0% of portfolio$1.0M

Legacy Financial Independent Advisors LLC15,991

0.4% of portfolio$907.5K

Swiss Life Asset Management Ltd15,406

0.0% of portfolio$874.3K

Highland Capital Management, LLC15,239

0.0% of portfolio$864.8K

MRA Advisory Group15,107

0.3% of portfolio$857.3K

B. Metzler seel. Sohn & Co. AG14,261

0.0% of portfolio$809.3K

Trek Financial, LLC14,013

0.0% of portfolio$795.2K

US Bancorp \de\13,615

0.0% of portfolio$772.7K

Atria Investments, Inc13,552

0.0% of portfolio$769.1K

Westover Capital Advisors, LLC13,136

0.1% of portfolio$745.5K

Summit Global Investments12,020

0.2% of portfolio$682.0K

Wespac Advisors, LLC11,942

0.3% of portfolio$677.7K

Exchange Traded Concepts, LLC11,795

0.0% of portfolio$669.4K

Inspire Investing, LLC11,131

0.0% of portfolio$631.7K

RFG Advisory, LLC10,897

0.0% of portfolio$618.4K

Truist Financial Corp10,758

0.0% of portfolio$610.5K

Barlow Wealth Partners, LLC10,478

0.1% of portfolio$668.0K

B. Riley Wealth Advisors, Inc.8,940

0.0% of portfolio$507.4K

Cynosure Group, LLC8,427

0.1% of portfolio$478.2K

Crossmark Global Holdings, Inc.8,035

0.0% of portfolio$456.0K

Assenagon Asset Management S.A.8,033

0.0% of portfolio$455.9K

Kestra Private Wealth Services, LLC8,006

0.0% of portfolio$454.3K

Aviance Capital Partners, LLC8,000

0.0% of portfolio$454.0K

Moran Wealth Management, LLC7,890

0.0% of portfolio$447.8K

Revisor Wealth Management LLC7,820

0.1% of portfolio$463.8K

Hanseatic Management Services Inc7,752

0.4% of portfolio$439.9K

Evergreen Capital Management LLC7,646

0.0% of portfolio$433.9K

Ashton Thomas Private Wealth, LLC7,421

0.0% of portfolio$421.1K

Profund Advisors LLC7,025

0.0% of portfolio$398.7K

Sawgrass Asset Management LLC6,611

0.0% of portfolio$375.2K

Independent Financial Group, LLC6,497

0.0% of portfolio$368.7K

Robeco Institutional Asset Management B.V.6,403

0.0% of portfolio$363.4K

Abel Hall, LLC6,294

0.1% of portfolio$357.2K

Hohimer Wealth Management, LLC6,281

0.0% of portfolio$356.4K

Mindset Wealth Management, LLC6,172

0.1% of portfolio$350.3K

Achmea Investment Management B.V.6,115

0.0% of portfolio$347.3K

Nisa Investment Advisors, LLC6,024

0.0% of portfolio$341.9K

CIBC Asset Management Inc5,985

0.0% of portfolio$339.6K

Fort Washington Investment Advisors Inc5,936

0.0% of portfolio$336.9K

Balboa Wealth Partners5,883

0.0% of portfolio$333.9K

Cambridge Investment Research Advisors, Inc.5,615

0.0% of portfolio$319.0K

Sterling Capital Management LLC5,546

0.0% of portfolio$314.7K

Imc-Chicago, LLC5,214

0.0% of portfolio$295.9K

KBC Group NV4,900

0.0% of portfolio$278.0K

Brucke Financial, Inc.4,810

0.1% of portfolio$273.0K

Lanark Financial, Inc.4,681

0.0% of portfolio$265.6K

Cullen T Bankers, Inc.4,662

0.0% of portfolio$264.6K

Concurrent Investment Advisors, LLC4,658

0.0% of portfolio$264.3K

EverSource Wealth Advisors, LLC4,488

0.0% of portfolio$254.7K

Praxis Investment Management Inc4,258

0.0% of portfolio$242.0K

Fiduciary Alliance LLC3,867

0.0% of portfolio$219.5K

Kraematon Investment Advisors, Inc3,725

0.2% of portfolio$211.4K

Keybank National Association3,711

0.0% of portfolio$210.6K

Farther Finance Advisors, LLC3,667

0.0% of portfolio$208.1K

Kestra Advisory Services, LLC3,637

0.0% of portfolio$206.4K

Gamma Investing LLC3,604

0.0% of portfolio$204.5K

China Universal Asset Management Co., Ltd.3,600

0.0% of portfolio$200.5K

State of Wyoming3,598

0.0% of portfolio$204.2K

GK Wealth Management LLC3,560

0.1% of portfolio$202.0K

Wealth Enhancement Advisory Services, LLC3,469

0.0% of portfolio$220.8K

Golden State Wealth Management, LLC3,158

0.0% of portfolio$179.2K

Reyes Financial Architecture, Inc.2,131

0.1% of portfolio$120.9K

SBI Securities Co., Ltd.1,485

0.0% of portfolio$84.3K

Covestor Ltd1,279

0.1% of portfolio$73.0K

Assetmark, Inc1,132

0.0% of portfolio$64.2K

Wilmington Savings Fund Society, FSB900

0.0% of portfolio$51.1K

J.Safra Asset Management Corp758

0.0% of portfolio$43.0K

GHP Investment Advisors, Inc.717

0.0% of portfolio$40.7K

IFP Advisors, Inc606

0.0% of portfolio$34.4K

Rakuten Securities, Inc.505

0.0% of portfolio$28.7K

Root Financial Partners, LLC448

0.0% of portfolio$25.4K

Harbor Investment Advisory, LLC400

0.0% of portfolio$22.7K

Larson Financial Group LLC370

0.0% of portfolio$21.0K

Signaturefd, LLC334

0.0% of portfolio$19.0K

Parkside Financial Bank & Trust318

0.0% of portfolio$18.0K

Latitude Advisors, LLC305

0.0% of portfolio$17.3K

Bare Financial Services, Inc278

0.0% of portfolio$15.8K

Blue Bell Private Wealth Management, LLC250

0.0% of portfolio$14.2K

Acumen Wealth Advisors, LLC197

0.0% of portfolio$11.2K

MassMutual Private Wealth & Trust, FSB187

0.0% of portfolio$10.6K

WPG Advisers, LLC182

0.0% of portfolio$10.3K

Parallel Advisors, LLC157

0.0% of portfolio$8.9K

Pinnacle Wealth Planning Services, Inc.156

0.0% of portfolio$8.9K

Private Trust Co NA152

0.0% of portfolio$8.6K

Physician Wealth Advisors, Inc.145

0.0% of portfolio$8.2K

Harbor Capital Advisors, Inc.134

0.0% of portfolio$8

Farmers & Merchants Investments Inc125

0.0% of portfolio$7.1K

Private Wealth Management Group, LLC112

0.0% of portfolio$6.4K

Spire Wealth Management104

0.0% of portfolio$5.9K

Creative Capital Management Investments LLC95

0.0% of portfolio$5.4K

Salomon & Ludwin, LLC94

0.0% of portfolio$5.3K

Fortitude Family Office, LLC91

0.0% of portfolio$5.2K

Wolff Wiese Magana LLC85

0.0% of portfolio$4.8K

Archer Investment Corp81

0.0% of portfolio$4.6K

JFS Wealth Advisors, LLC79

0.0% of portfolio$4.5K

Marquette Asset Management, LLC64

0.0% of portfolio$3.6K

Rossby Financial, LCC64

0.0% of portfolio$3.6K

Essential Partners LLC60

0.0% of portfolio$3.4K

Provenance Wealth Advisors, LLC54

0.0% of portfolio$3.1K

Versant Capital Management, Inc27

0.0% of portfolio$1.5K

Smallwood Wealth Investment Management, LLC25

0.0% of portfolio$1.4K

Cedar Mountain Advisors, LLC25

0.0% of portfolio$1.4K

DiNuzzo Private Wealth, Inc.20

0.0% of portfolio$1.1K

Toth Financial Advisory Corp20

0.0% of portfolio$1.1K

SJS Investment Consulting Inc.20

0.0% of portfolio$1.1K

Ascentis Wealth Management, LLC19

0.0% of portfolio$1.1K

Bay Harbor Wealth Management, LLC19

0.0% of portfolio$1.1K

Valley National Advisers Inc17

0.0% of portfolio$965

Bell Investment Advisors, Inc12

0.0% of portfolio$681

CoreCap Advisors, LLC11

0.0% of portfolio$624

Burk Holdings LLC9

0.0% of portfolio$511

Noble Wealth Management PBC8

0.0% of portfolio$454

Mather Group, Llc.8

0.0% of portfolio$454

Hughes Financial Services, LLC8

0.0% of portfolio$482

Silver Grove Financial Group, Inc.7

0.0% of portfolio$397

Proathlete Wealth Management LLC6

0.0% of portfolio$340

DecisionPoint Financial, LLC5

0.0% of portfolio$287

Breakwater Investment Management5

0.0% of portfolio$284

James T. Borello RIA5

0.0% of portfolio$284

American Capital Advisory, LLC4

0.0% of portfolio$227

Monetary Solutions, Ltd3

0.0% of portfolio$170

Planning Strategies Inc.3

0.0% of portfolio$170

Signature Resources Capital Management, LLC1

0.0% of portfolio$57

Maryland Capital Advisors Inc.1

0.0% of portfolio$57

				Style	Turnover	Location	Filed
Dimensional Fund Advisors LP	2,623,444	$148.9M	0.0%	Index	Low	Austin, TX	2026-11-04
Bank of New York Mellon Corp	1,697,844	$96.4M	0.0%	Core	Low	New York, NY	2026-11-05
Thrivent Financial for Lutherans	1,428,946	$81.1M	0.3%	GARP	Medium	Minneapolis, MN	2026-11-05
Principal Financial Group Inc	898,681	$51.0M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Allspring Global Investments Holdings, LLC	817,713	$46.8M	0.1%	Core	Medium	Charlotte, NC	2026-11-04
TD Waterhouse Canada Inc.	406,715	$23.3M	0.1%	Core	Low	Toronto, Australia	2026-10-16
King Luther Capital Management Corp	375,138	$21.3M	0.1%	Core	Low	Fort Worth, TX	2026-11-05
SEB Asset Management AB	341,465	$19.4M	0.1%	Core	N/A	Stockholm, Sweden	2026-11-04
Citigroup Inc	327,873	$18.6M	0.0%	Core	Medium	New York, NY	2026-11-04
MacKenzie Financial Corp	288,111	$16.4M	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
OAK Ridge Investments LLC	254,609	$14.4M	0.9%	Momentum	Medium	Chicago, IL	2026-10-30
AGF Management LTD	210,615	$12.0M	0.0%	Growth	High	Toronto, Australia	2026-11-03
Raiffeisen Bank International AG	187,391	$10.6M	0.1%	Growth	Medium	Vienna, Chile	2026-10-28
Hennessy Advisors Inc	177,500	$10.1M	0.4%	Deep Value	Medium	Novato, CA	2026-10-28
Retirement Systems of Alabama	175,514	$10.0M	0.0%	Index	Low	Montgomery, AL	2026-11-04
BI Asset Management Fondsmaeglerselskab A/S	174,961	$9.9M	0.2%	Core	Medium	Kobenhavn, Greece	2026-10-22
OP Asset Management Ltd	136,323	$7.7M	0.1%	Growth	Medium	Helsinki, Hungary	2026-11-05
Swedbank AB	130,000	$7.4M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-27
Mutual of America Capital Management LLC	120,879	$6.9M	0.1%	Index	Low	New York, NY	2026-10-23
Kornitzer Capital Management Inc	115,460	$6.6M	0.1%	Core	Low	Shawnee Mission, KS	2026-11-03
Moody Aldrich Partners LLC	107,757	$6.1M	1.2%	Value	High	Marblehead, MA	2026-10-27
Mitchell Capital Management Co	100,845	$5.7M	0.9%	Momentum	Medium	Leawood, KS	2026-10-29
Candriam S.C.A.	99,032	$5.6M	0.0%	Growth	Medium	Strassen, Netherlands	2026-11-03
Fifth Third Bancorp	94,887	$5.4M	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
DekaBank Deutsche Girozentrale	73,332	$4.1K	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
Amalgamated Bank	72,730	$4.1M	0.1%	Core	Very Low	New York, NY	2026-10-23
Bridge City Capital, LLC	71,481	$4.1M	0.8%	Value	Medium	Lake Oswego, OR	2026-10-29
Illinois Municipal Retirement Fund	64,284	$3.6M	0.0%	Core	Medium	Oak Brook, IL	2026-11-05
Renaissance Capital LLC	61,893	$3.5M	2.4%	Agg Growth	High	Stamford, CT	2026-10-23
Virginia Retirement Systems ET Al	59,950	$3.4M	0.0%	Core	Medium	Richmond, VA	2026-10-28
Creative Planning	59,826	$3.4M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Strs Ohio	59,700	$3.4M	0.0%	Core	Medium	Columbus, OH	2026-10-30
Cookson Peirce & Co Inc	53,637	$3.0M	0.1%	Growth	High	Pittsburgh, PA	2026-10-30
State of New Jersey Common Pension Fund D	50,725	$2.9M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Louisiana State Employees Retirement System	50,500	$2.9M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
iA Global Asset Management Inc.	47,588	$2.7M	0.1%	Growth	Medium	Quebec, Austria	2026-10-29
Yousif Capital Management, LLC	45,758	$2.6M	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
Arizona State Retirement System	45,676	$2.6M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
New York State Teachers Retirement System	43,341	$2.5M	0.0%	Core	Very Low	Albany, NY	2026-10-22
LMG Wealth Partners, LLC	40,648	$2.3M	0.4%	Value	Very Low	Shreveport, LA	2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	40,617	$2.3M	0.0%	Core	Low	Harrisburg, PA	2026-11-03
Harbour Capital Advisors, LLC	40,520	$2.3M	0.4%	Growth	Low	Tysons Corner, VA	2026-10-13
State of Michigan Retirement System	39,900	$2.3M	0.0%	Index	Low	East Lansing, MI	2026-10-27
Oregon Public Employees Retirement Fund	35,200	$2.0M	0.0%	Index	Very Low	Tigard, OR	2026-10-30
Virtue Capital Management, LLC	34,840	$2.0M	0.3%	Growth	High	Brentwood, TN	2026-10-29
New Mexico Educational Retirement Board	33,200	$1.9M	0.1%	Index	Very Low	Santa Fe, NM	2026-11-05
Americana Partners, LLC	32,398	$1.8M	0.0%	Core	Medium	Houston, TX	2026-10-28
Wealthstar Advisors, LLC	30,764	$1.7M	0.5%	ETF	Medium	Plano, TX	2026-10-19
Cantor Fitzgerald Investment Advisors L.P.	30,630	$1.7M	0.1%	Yield	Low	New York, NY	2026-10-21
Prescott Group Capital Management, L.L.C.	30,000	$1.7M	0.2%	Deep Value	Medium	Tulsa, OK	2026-10-30
ProShare Advisors LLC	27,571	$1.6M	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Ausbil Investment Management Ltd	26,373	$1.5M	0.8%	Value	Medium	Sydney, China	2026-10-08
Eddie Patel Inc	25,564	$1.5M	0.9%	GARP	Very High	Chicago, IL	2026-11-02
State of Alaska, Department of Revenue	24,826	$1.4M	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Pictet Asset Management Holding SA	24,762	$1.4M	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Xponance LLC	23,725	$1.3M	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Calamos Advisors LLC	22,963	$1.3M	0.0%	Growth	Medium	Naperville, IL	2026-11-02
New York Life Investment Management LLC	22,834	$1.3M	0.0%	Growth	Low	New York, NY	2026-11-04
Triumph Capital Management	19,725	$1.1M	0.2%	ETF	Medium	Denver, CO	2026-10-14
Smith Group Asset Management, LLC	19,404	$1.1M	0.1%	Growth	Low	Dallas, TX	2026-10-27
PFG Advisors	18,501	$1.0M	0.1%	ETF	Medium	Phoenix, AZ	2026-10-16
Vise Technologies, Inc.	17,622	$1.0M	0.0%	Index	Low	New York, NY	2026-10-29
Legacy Financial Independent Advisors LLC	15,991	$907.5K	0.4%	Core	N/A	Louisville, KY	2026-11-02
Swiss Life Asset Management Ltd	15,406	$874.3K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Highland Capital Management, LLC	15,239	$864.8K	0.0%	Growth	Medium	Memphis, TN	2026-10-26
MRA Advisory Group	15,107	$857.3K	0.3%	ETF	Medium	Parsippany, NJ	2026-10-07
B. Metzler seel. Sohn & Co. AG	14,261	$809.3K	0.0%	Growth	Medium	Frankfurt, Hong Kong	2026-10-30
Trek Financial, LLC	14,013	$795.2K	0.0%	ETF	High	Scottsdale, AZ	2026-10-29
US Bancorp \de\	13,615	$772.7K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Atria Investments, Inc	13,552	$769.1K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Westover Capital Advisors, LLC	13,136	$745.5K	0.1%	Momentum	Low	Wilmington, DE	2026-10-26
Summit Global Investments	12,020	$682.0K	0.2%	Core	Medium	Bountiful, UT	2026-10-28
Wespac Advisors, LLC	11,942	$677.7K	0.3%	ETF	High	Orinda, CA	2026-10-26
Exchange Traded Concepts, LLC	11,795	$669.4K	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Inspire Investing, LLC	11,131	$631.7K	0.0%	GARP	High	Meridian, ID	2026-10-22
RFG Advisory, LLC	10,897	$618.4K	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
Truist Financial Corp	10,758	$610.5K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Barlow Wealth Partners, LLC	10,478	$668.0K	0.1%	Core	Medium	Louisville, KY	2026-10-15
B. Riley Wealth Advisors, Inc.	8,940	$507.4K	0.0%	Growth	Low	Memphis, TN	2026-10-13
Cynosure Group, LLC	8,427	$478.2K	0.1%	ETF	Medium	Salt Lake City, UT	2026-11-03
Crossmark Global Holdings, Inc.	8,035	$456.0K	0.0%	GARP	Medium	Houston, TX	2026-10-21
Assenagon Asset Management S.A.	8,033	$455.9K	0.0%	Growth	High	Senningerberg, Netherlands	2026-10-15
Kestra Private Wealth Services, LLC	8,006	$454.3K	0.0%	Growth	Low	Austin, TX	2026-10-30
Aviance Capital Partners, LLC	8,000	$454.0K	0.0%	Core	Low	Naples, FL	2026-10-29
Moran Wealth Management, LLC	7,890	$447.8K	0.0%	Core	Medium	Naples, FL	2026-10-22
Revisor Wealth Management LLC	7,820	$463.8K	0.1%	Core	Low	Akron, OH	2026-10-20
Hanseatic Management Services Inc	7,752	$439.9K	0.4%	Growth	High	Albuquerque, NM	2026-10-27
Evergreen Capital Management LLC	7,646	$433.9K	0.0%	GARP	Medium	Bellevue, WA	2026-10-23
Ashton Thomas Private Wealth, LLC	7,421	$421.1K	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Profund Advisors LLC	7,025	$398.7K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Sawgrass Asset Management LLC	6,611	$375.2K	0.0%	Growth	Medium	Ponte Vedra Beach, FL	2026-11-03
Independent Financial Group, LLC	6,497	$368.7K	0.0%	Growth	Low	San Diego, CA	2026-10-13
Robeco Institutional Asset Management B.V.	6,403	$363.4K	0.0%	Core	Medium	Rotterdam, Philippines	2026-10-20
Abel Hall, LLC	6,294	$357.2K	0.1%	Core	Medium	Baton Rouge, LA	2026-10-19
Hohimer Wealth Management, LLC	6,281	$356.4K	0.0%	Core	High	Seattle, WA	2026-11-04
Mindset Wealth Management, LLC	6,172	$350.3K	0.1%	Agg Growth	Very Low	Indianapolis, IN	2026-10-19
Achmea Investment Management B.V.	6,115	$347.3K	0.0%	Core	Medium	Zeist, Philippines	2026-10-30
Nisa Investment Advisors, LLC	6,024	$341.9K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
CIBC Asset Management Inc	5,985	$339.6K	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Fort Washington Investment Advisors Inc	5,936	$336.9K	0.0%	Core	Low	Cincinnati, OH	2026-10-15
Balboa Wealth Partners	5,883	$333.9K	0.0%	Agg Growth	Medium	Scottsdale, AZ	2026-10-20
Cambridge Investment Research Advisors, Inc.	5,615	$319.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Sterling Capital Management LLC	5,546	$314.7K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Imc-Chicago, LLC	5,214	$295.9K	0.0%	GARP	Very High	Chicago, IL	2026-11-05
KBC Group NV	4,900	$278.0K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Brucke Financial, Inc.	4,810	$273.0K	0.1%	Growth	Medium	Indianapolis, IN	2026-10-23
Lanark Financial, Inc.	4,681	$265.6K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Cullen T Bankers, Inc.	4,662	$264.6K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Concurrent Investment Advisors, LLC	4,658	$264.3K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
EverSource Wealth Advisors, LLC	4,488	$254.7K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Praxis Investment Management Inc	4,258	$242.0K	0.0%	Core	Low	Goshen, IN	2026-11-03
Fiduciary Alliance LLC	3,867	$219.5K	0.0%	Core	Medium	Greenville, SC	2026-10-13
Kraematon Investment Advisors, Inc	3,725	$211.4K	0.2%	Momentum	Low	Braintree, MA	2026-11-02
Keybank National Association	3,711	$210.6K	0.0%	Core	Low	Brooklyn, OH	2026-11-04
Farther Finance Advisors, LLC	3,667	$208.1K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Kestra Advisory Services, LLC	3,637	$206.4K	0.0%	Core	Low	Austin, TX	2026-11-02
Gamma Investing LLC	3,604	$204.5K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
China Universal Asset Management Co., Ltd.	3,600	$200.5K	0.0%	Growth	Medium	Shanghai, France	2026-10-28
State of Wyoming	3,598	$204.2K	0.0%	Value	High	Cheyenne, WY	2026-10-28
GK Wealth Management LLC	3,560	$202.0K	0.1%	GARP	Very High	Reno, NV	2026-10-09
Wealth Enhancement Advisory Services, LLC	3,469	$220.8K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Golden State Wealth Management, LLC	3,158	$179.2K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Reyes Financial Architecture, Inc.	2,131	$120.9K	0.1%	ETF	Very High	San Diego, CA	2026-10-22
SBI Securities Co., Ltd.	1,485	$84.3K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Covestor Ltd	1,279	$73.0K	0.1%	Value	High	London, United Kingdom	2026-10-30
Assetmark, Inc	1,132	$64.2K	0.0%	ETF	Low	Concord, CA	2026-10-21
Wilmington Savings Fund Society, FSB	900	$51.1K	0.0%	Core	Low	Wilmington, DE	2026-10-23
J.Safra Asset Management Corp	758	$43.0K	0.0%	ETF	Low	New York, NY	2026-11-03
GHP Investment Advisors, Inc.	717	$40.7K	0.0%	Core	Very Low	Denver, CO	2026-10-15
IFP Advisors, Inc	606	$34.4K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Rakuten Securities, Inc.	505	$28.7K	0.0%	Agg Growth	High	Tokyo, Mexico	2026-11-02
Root Financial Partners, LLC	448	$25.4K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Harbor Investment Advisory, LLC	400	$22.7K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Larson Financial Group LLC	370	$21.0K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Signaturefd, LLC	334	$19.0K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Parkside Financial Bank & Trust	318	$18.0K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Latitude Advisors, LLC	305	$17.3K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Bare Financial Services, Inc	278	$15.8K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Blue Bell Private Wealth Management, LLC	250	$14.2K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29
Acumen Wealth Advisors, LLC	197	$11.2K	0.0%	Growth	High	Chattanooga, TN	2026-11-05
MassMutual Private Wealth & Trust, FSB	187	$10.6K	0.0%	Core	Low	Springfield, MA	2026-10-05
WPG Advisers, LLC	182	$10.3K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Parallel Advisors, LLC	157	$8.9K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Pinnacle Wealth Planning Services, Inc.	156	$8.9K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Private Trust Co NA	152	$8.6K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Physician Wealth Advisors, Inc.	145	$8.2K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Harbor Capital Advisors, Inc.	134	$8	0.0%	Value	High	Chicago, IL	2026-10-22
Farmers & Merchants Investments Inc	125	$7.1K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Private Wealth Management Group, LLC	112	$6.4K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Spire Wealth Management	104	$5.9K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Creative Capital Management Investments LLC	95	$5.4K	0.0%	ETF	Low	San Diego, CA	2026-10-28
Salomon & Ludwin, LLC	94	$5.3K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Fortitude Family Office, LLC	91	$5.2K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Wolff Wiese Magana LLC	85	$4.8K	0.0%	Growth	Low	Carslbad, CA	2026-10-15
Archer Investment Corp	81	$4.6K	0.0%	Core	Medium	Carmel, IN	2026-11-05
JFS Wealth Advisors, LLC	79	$4.5K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Marquette Asset Management, LLC	64	$3.6K	0.0%	ETF	Very Low	Minneapolis, MN	2026-10-09
Rossby Financial, LCC	64	$3.6K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Essential Partners LLC	60	$3.4K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Provenance Wealth Advisors, LLC	54	$3.1K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Versant Capital Management, Inc	27	$1.5K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Smallwood Wealth Investment Management, LLC	25	$1.4K	0.0%	ETF	Very Low	Red Bank, NJ	2026-10-30
Cedar Mountain Advisors, LLC	25	$1.4K	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15
DiNuzzo Private Wealth, Inc.	20	$1.1K	0.0%	ETF	Low	Beaver, PA	2026-10-16
Toth Financial Advisory Corp	20	$1.1K	0.0%	Core	Low	Leesburg, VA	2026-10-08
SJS Investment Consulting Inc.	20	$1.1K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Ascentis Wealth Management, LLC	19	$1.1K	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Bay Harbor Wealth Management, LLC	19	$1.1K	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Valley National Advisers Inc	17	$965	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Bell Investment Advisors, Inc	12	$681	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
CoreCap Advisors, LLC	11	$624	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Burk Holdings LLC	9	$511	0.0%	ETF	Very Low	Tulsa, OK	2026-11-05
Noble Wealth Management PBC	8	$454	0.0%	Yield	Medium	Greenwood Village, CO	2026-10-01
Mather Group, Llc.	8	$454	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Hughes Financial Services, LLC	8	$482	0.0%	ETF	Low	Herndon, VA	2026-10-30
Silver Grove Financial Group, Inc.	7	$397	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Proathlete Wealth Management LLC	6	$340	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
DecisionPoint Financial, LLC	5	$287	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Breakwater Investment Management	5	$284	0.0%	ETF	Low	Seattle, WA	2026-10-20
James T. Borello RIA	5	$284	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
American Capital Advisory, LLC	4	$227	0.0%	ETF	Low	Ketchum, ID	2026-10-28
Monetary Solutions, Ltd	3	$170	0.0%	ETF	Very Low	Dayton, OH	2026-10-22
Planning Strategies Inc.	3	$170	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Signature Resources Capital Management, LLC	1	$57	0.0%	ETF	Low	Newport Beach, CA	2026-10-16
Maryland Capital Advisors Inc.	1	$57	0.0%	ETF	Very Low	Chester, MD	2026-10-15