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CDW Corp (CDW)

CUSIP: 12514G108 | NYSE | Technology · Information Technology Services | Large Cap | 2427 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
13GBlackRock Portfolio Management LLC7,321,0555.9%New 5%+ stakeSep 30, 2026No 13F filer matched
13GBlackRock Portfolio Management LLC7,321,055
5.9% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Pzena Investment Management LLC3,353,465
1.3% of portfolio›$429.8M
Allspring Global Investments Holdings, LLC2,344,797
0.5% of portfolio›$318.5M
Dimensional Fund Advisors LP1,232,634
0.0% of portfolio›$158.0M
Swedbank AB609,527
0.1% of portfolio›$78.1M
KBC Group NV601,804
0.3% of portfolio›$77.1M
Bank of New York Mellon Corp588,035
0.0% of portfolio›$75.4M
Mondrian Investment Partners LTD398,302
0.9% of portfolio›$51.0M
Thompson Siegel & Walmsley LLC366,606
1.9% of portfolio›$47.0M
Fenimore Asset Management Inc359,805
1.0% of portfolio›$46.1M
Citigroup Inc354,328
0.0% of portfolio›$45.4M
Mitsubishi UFJ Asset Management Co., Ltd.338,226
0.0% of portfolio›$43.4M
Sumitomo Mitsui Trust Group, Inc.309,389
0.0% of portfolio›$39.7M
Principal Financial Group Inc233,077
0.0% of portfolio›$29.9M
Crescent Grove Advisors, LLC176,298
1.9% of portfolio›$22.6M
Atwood & Palmer Inc158,232
1.0% of portfolio›$20.3M
Local Pensions Partnership Investment Ltd139,176
0.4% of portfolio›$17.8M
Congress Asset Management Co129,393
0.1% of portfolio›$16.6M
Argent Capital Management LLC102,429
0.4% of portfolio›$13.1M
Nicholas Company, Inc.99,380
0.2% of portfolio›$12.7M
New York State Teachers Retirement System90,560
0.0% of portfolio›$11.6M
Bahl & Gaynor LLC88,913
0.1% of portfolio›$11.4M
Assenagon Asset Management S.A.81,828
0.0% of portfolio›$10.5M
ProShare Advisors LLC77,719
0.0% of portfolio›$10.0M
Crossmark Global Holdings, Inc.75,558
0.1% of portfolio›$9.7M
Vestor Capital, LLC73,706
0.2% of portfolio›$4.0K
Cabot Wealth Management Inc67,617
0.9% of portfolio›$8.7M
Pictet Asset Management Holding SA57,257
0.0% of portfolio›$7.3M
Asset Management One Co., Ltd.54,983
0.0% of portfolio›$7.0M
ASR Vermogensbeheer N.V.50,955
0.1% of portfolio›$6.5M
Insight Wealth Strategies, LLC50,391
0.6% of portfolio›$6.5M
B. Metzler seel. Sohn & Co. AG50,076
0.1% of portfolio›$6.4M
Foyston, Gordon & Payne Inc49,286
1.3% of portfolio›$6.3M
Fjarde Ap-Fonden TH Swedish National Pension Fund48,219
0.0% of portfolio›$6.2M
Monte Financial Group, LLC44,651
1.9% of portfolio›$5.7M
Hohimer Wealth Management, LLC43,402
0.5% of portfolio›$5.6M
Swiss Life Asset Management Ltd43,267
0.0% of portfolio›$5.5M
State of New Jersey Common Pension Fund D41,510
0.0% of portfolio›$5.3M
Czech National Bank35,920
0.0% of portfolio›$4.6M
Arizona State Retirement System34,891
0.0% of portfolio›$4.5M
CIBC Asset Management Inc33,321
0.0% of portfolio›$4.3M
Mirae Asset Global Investments Co., Ltd.32,329
0.0% of portfolio›$4.1M
IFM Investors Pty Ltd31,465
0.0% of portfolio›$4.0M
State of Michigan Retirement System31,445
0.0% of portfolio›$4.0M
Fideuram Asset Management (Ireland) dac30,556
0.1% of portfolio›$4.1M
Triad Investment Management30,502
5.2% of portfolio›$3.9M
Creative Planning30,085
0.0% of portfolio›$3.9M
Park Avenue Securities LLC29,180
0.1% of portfolio›$3.7M
Kendall Capital Management28,260
0.6% of portfolio›$3.6M
Daiwa Securities Group Inc.28,026
0.0% of portfolio›$3.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS27,621
0.0% of portfolio›$3.5M
SEB Asset Management AB27,020
0.0% of portfolio›$3.5M
Fifth Third Bancorp26,685
0.0% of portfolio›$3.4M
Retirement Systems of Alabama26,216
0.0% of portfolio›$3.4M
Shayne & Jacobs, LLC25,800
1.0% of portfolio›$3.3M
Graphene Investments SAS25,700
1.8% of portfolio›$3.3M
Truist Financial Corp25,563
0.0% of portfolio›$3.3M
Xponance LLC25,144
0.0% of portfolio›$3.2M
DekaBank Deutsche Girozentrale25,037
0.0% of portfolio›$3.3K
Nordwand Advisors, LLC24,985
0.5% of portfolio›$3.2M
UniSuper Management Pty Ltd24,336
0.0% of portfolio›$3.1M
Neos Investment Management LLC23,743
0.0% of portfolio›$3.0M
Montag A & Associates Inc23,507
0.1% of portfolio›$3.0M
Rakuten Investment Management, Inc.22,617
0.0% of portfolio›$2.9M
AGF Management LTD21,762
0.0% of portfolio›$2.8M
Amalgamated Bank21,190
0.0% of portfolio›$2.7M
PensionDanmark Pensionsforsikringsaktieselskab20,767
0.0% of portfolio›$2.7M
Wealth Enhancement Advisory Services, LLC20,034
0.0% of portfolio›$2.6M
Oak Thistle LLC19,730
0.2% of portfolio›$2.5M
Vest Financial, LLC19,666
0.0% of portfolio›$2.5M
Sawyer & Company, Inc19,367
0.8% of portfolio›$2.5M
Atria Investments, Inc18,740
0.0% of portfolio›$2.4M
Assetmark, Inc18,134
0.0% of portfolio›$2.3M
Diversified Management Inc17,815
0.4% of portfolio›$2.3M
New York Life Investment Management LLC17,448
0.0% of portfolio›$2.2M
Sumitomo Mitsui DS Asset Management Company, Ltd17,384
0.0% of portfolio›$2.2M
Yousif Capital Management, LLC17,164
0.0% of portfolio›$2.2M
BI Asset Management Fondsmaeglerselskab A/S16,658
0.0% of portfolio›$2.1M
Sarasin & Partners LLP16,600
0.0% of portfolio›$2.1M
MacKenzie Financial Corp16,167
0.0% of portfolio›$2.1M
Oregon Public Employees Retirement Fund15,369
0.0% of portfolio›$2.0M
Bell Asset Management Ltd15,352
0.7% of portfolio›$2.0M
Robeco Institutional Asset Management B.V.15,324
0.0% of portfolio›$2.0M
US Bancorp \de\14,575
0.0% of portfolio›$1.9M
OP Asset Management Ltd13,740
0.0% of portfolio›$1.8M
Kestra Advisory Services, LLC13,258
0.0% of portfolio›$1.7M
Mutual of America Capital Management LLC12,815
0.0% of portfolio›$1.6M
Diversify Advisory Services, LLC12,161
0.0% of portfolio›$1.9M
Diversify Wealth Management, LLC12,161
0.0% of portfolio›$1.9M
State of Alaska, Department of Revenue11,843
0.0% of portfolio›$1.5M
Bokf, NA11,370
0.0% of portfolio›$1.5M
Oppenheimer & Co Inc10,875
0.0% of portfolio›$1.4M
Simplex Trading, LLC10,672
0.0% of portfolio›$1.4M
Ashton Thomas Private Wealth, LLC10,505
0.0% of portfolio›$1.3M
Plato Investment Management Ltd9,935
0.1% of portfolio›$1.3M
Gulf International Bank (UK) Ltd9,906
0.1% of portfolio›$1.3M
Avanza Fonder AB9,611
0.0% of portfolio›$1.2M
Illinois Municipal Retirement Fund9,404
0.0% of portfolio›$1.2M
Ag2r LA Mondiale Gestion D'actifs9,189
0.0% of portfolio›$1.2M
Ridgewood Investments LLC8,971
0.4% of portfolio›$1.1M
ABN Amro Investment Solutions8,698
0.0% of portfolio›$1.1M
Achmea Investment Management B.V.8,277
0.0% of portfolio›$1.1M
Hixon Zuercher, LLC8,249
0.3% of portfolio›$1.1M
Thrivent Financial for Lutherans8,077
0.0% of portfolio›$1.0M
HB Wealth Management, LLC7,977
0.0% of portfolio›$1.0M
Maryland State Retirement & Pension System7,398
0.0% of portfolio›$948.1K
Inspire Investing, LLC7,094
0.0% of portfolio›$909.2K
Hartford Investment Management Co6,735
0.0% of portfolio›$863.2K
TD Private Client Wealth LLC6,699
0.0% of portfolio›$858.5K
J. Safra Sarasin Holding AG6,608
0.0% of portfolio›$830.6K
Romano Brothers and Company6,489
0.1% of portfolio›$831.6K
AlphaCore Capital LLC6,477
0.0% of portfolio›$830.1K
Prairie Advisory, LLC6,452
0.1% of portfolio›$826.9K
New Mexico Educational Retirement Board6,450
0.0% of portfolio›$827.0K
Chicago Partners Investment Group LLC6,308
0.0% of portfolio›$1.0M
Grant Private Wealth Management Inc6,251
0.4% of portfolio›$801.1K
Fort Washington Investment Advisors Inc6,218
0.0% of portfolio›$796.9K
Kestra Private Wealth Services, LLC6,168
0.0% of portfolio›$790.4K
Louisiana State Employees Retirement System6,100
0.0% of portfolio›$781.8K
Riverwater Partners LLC5,525
0.2% of portfolio›$708.1K
E. Ohman J:or Asset Management AB5,463
0.0% of portfolio›$700.1K
Jackson Square Capital, LLC5,373
0.1% of portfolio›$688.6K
Rose Capital Advisors LLC5,295
0.2% of portfolio›$678.6K
Tokio Marine Asset Management Co LTD5,087
0.0% of portfolio›$652.0K
Prescott Group Capital Management, L.L.C.5,000
0.1% of portfolio›$640.8K
First Citizens Bank & Trust Co4,997
0.0% of portfolio›$640.4K
A&I Financial Services, LLC4,837
0.3% of portfolio›$620.0K
Commonwealth Equity Services, LLC4,767
0.0% of portfolio›$611.0K
Sepio Capital, LP4,644
0.0% of portfolio›$595.2K
Ethic Inc.4,510
0.0% of portfolio›$578.0K
Leonteq Securities AG4,504
0.0% of portfolio›$577.2K
Jacobi Capital Management LLC4,231
0.0% of portfolio›$542.2K
Capstone Capital Management Ltd4,208
0.2% of portfolio›$539.3K
Vontobel Holding Ltd.4,207
0.0% of portfolio›$539.2K
North Dakota State Investment Board3,913
0.0% of portfolio›$501.5K
Union Bancaire Privee, UBP SA3,900
0.0% of portfolio›$508.3K
Sterling Capital Management LLC3,782
0.0% of portfolio›$484.7K
Cambridge Investment Research Advisors, Inc.3,717
0.0% of portfolio›$476.0K
HUB Investment Partners, LLC3,664
0.0% of portfolio›$469.6K
Lido Advisors, LLC3,664
0.0% of portfolio›$469.6K
Kestra Investment Management, LLC3,616
0.0% of portfolio›$463.5K
Avantra Family Wealth, Inc.3,612
0.3% of portfolio›$462.9K
Sowell Financial Services LLC3,609
0.0% of portfolio›$462.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,553
0.0% of portfolio›$455.4K
OpenArc Corporate Advisory, LLC3,515
0.0% of portfolio›$450.5K
Applied Finance Capital Management, LLC3,426
0.0% of portfolio›$439.1K
Abacus Planning Group, Inc.3,415
0.1% of portfolio›$437.7K
Salvus Wealth Management, LLC3,395
0.2% of portfolio›$435.1K
Strs Ohio3,371
0.0% of portfolio›$432.0K
V-Square Quantitative Management LLC3,252
0.0% of portfolio›$416.8K
Benin Management Corp3,248
0.1% of portfolio›$416.3K
Crestwood Advisors Group, LLC3,231
0.0% of portfolio›$414.1K
Mather Group, Llc.3,180
0.0% of portfolio›$407.5K
Pullen Investment Management, LLC3,111
0.2% of portfolio›$398.7K
Brighton Jones LLC2,826
0.0% of portfolio›$362.2K
Harbor Capital Advisors, Inc.2,824
0.1% of portfolio›$362.0K
Tema Etfs LLC2,823
0.0% of portfolio›$361.8K
Gamma Investing LLC2,793
0.0% of portfolio›$358.0K
Studio Investment Management LLC2,676
0.1% of portfolio›$343.0K
Williams Jones Wealth Management, Llc.2,623
0.0% of portfolio›$336.2K
Indivisible Partners2,616
0.0% of portfolio›$335.3K
Gibbs Wealth Management2,597
0.0% of portfolio›$332.9K
Malaga Cove Capital, LLC2,585
0.1% of portfolio›$331.3K
CX Institutional2,585
0.0% of portfolio›$331
Choreo, LLC2,467
0.0% of portfolio›$316.2K
Axxion S.A.2,456
0.0% of portfolio›$314.8K
Portside Wealth Group, LLC2,455
0.0% of portfolio›$314.6K
Cedar Point Capital Partners, LLC2,386
0.2% of portfolio›$305.8K
Procyon Advisors, LLC2,372
0.0% of portfolio›$304.0K
D.A. Davidson & Co.2,370
0.0% of portfolio›$303.7K
Daymark Wealth Partners, LLC2,345
0.0% of portfolio›$300.6K
Kathmere Capital Management, LLC2,321
0.0% of portfolio›$297.5K
VestGen Advisors, LLC2,302
0.0% of portfolio›$295.0K
Fifth Third Wealth Advisors LLC2,284
0.0% of portfolio›$292.7K
Fulcrum Asset Management LLP2,257
0.0% of portfolio›$292.8K
Trust Point Inc.2,162
0.0% of portfolio›$277.1K
Certuity, LLC2,077
0.0% of portfolio›$266.2K
Laurion Capital Management LP2,065
0.0% of portfolio›$264.7K
Aaron Wealth Advisors LLC2,058
0.0% of portfolio›$263.8K
Facet Wealth, Inc.2,040
0.0% of portfolio›$261.4K
EverSource Wealth Advisors, LLC2,029
0.0% of portfolio›$260.0K
Nisa Investment Advisors, LLC2,018
0.0% of portfolio›$258.6K
Wolverine Asset Management LLC1,988
0.0% of portfolio›$254.8K
Krilogy Financial LLC1,982
0.0% of portfolio›$284.9K
Compass Ion Advisors, LLC1,919
0.0% of portfolio›$245.9K
111 Capital1,908
0.0% of portfolio›$244.5K
Davenport & Co LLC1,885
0.0% of portfolio›$241.5K
Acropolis Investment Management, LLC1,819
0.0% of portfolio›$233.1K
Resonant Capital Advisors, LLC1,811
0.0% of portfolio›$232.1K
Cidel Asset Management Inc1,771
0.0% of portfolio›$227.0K
Regions Financial Corp1,769
0.0% of portfolio›$226.7K
Apollon Wealth Management, LLC1,766
0.0% of portfolio›$226.3K
Alliance Wealth Advisors, LLC1,762
0.0% of portfolio›$225.8K
Glenview Trust Co1,729
0.0% of portfolio›$221.6K
Elevation Point Wealth Partners, LLC1,691
0.0% of portfolio›$216.7K
Oslo Pensjonsforsikring AS1,657
0.0% of portfolio›$212.4K
Concurrent Investment Advisors, LLC1,649
0.0% of portfolio›$211.4K
Inscription Capital, LLC1,635
0.0% of portfolio›$209.5K
NorthCrest Asset Manangement, LLC1,604
0.0% of portfolio›$224.4K
Brookstone Capital Management1,577
0.0% of portfolio›$202.2K
Profund Advisors LLC1,564
0.0% of portfolio›$200.4K
Signaturefd, LLC1,482
0.0% of portfolio›$189.9K
Farther Finance Advisors, LLC1,466
0.0% of portfolio›$187.9K
Prospera Financial Services Inc1,344
0.0% of portfolio›$206.7K
Exchange Traded Concepts, LLC1,090
0.0% of portfolio›$139.7K
Covestor Ltd1,076
0.3% of portfolio›$138.0K
Center for Financial Planning, Inc.1,072
0.0% of portfolio›$137.4K
Caldwell Trust Co990
0.0% of portfolio›$126.9K
Larson Financial Group LLC872
0.0% of portfolio›$111.7K
Groesbeck Investment Management Corp867
0.4% of portfolio›$111.0K
Versant Capital Management, Inc860
0.0% of portfolio›$110.2K
Deseret Mutual Benefit Administrators859
0.0% of portfolio›$110.1K
American National Bank & Trust855
0.0% of portfolio›$109.6K
PFS Partners, LLC841
0.0% of portfolio›$107.8K
Root Financial Partners, LLC814
0.0% of portfolio›$104.3K
RMG Wealth Management LLC814
0.0% of portfolio›$130.3K
IFP Advisors, Inc774
0.0% of portfolio›$99.2K
Parallel Advisors, LLC740
0.0% of portfolio›$94.8K
Livforsakringsbolaget Skandia, Omsesidigt654
0.0% of portfolio›$83.8K
Pension & Wealth Management Advisors, Inc.649
0.0% of portfolio›$83.3K
Global X Japan Co., Ltd.607
0.0% of portfolio›$77.8K
Summit Securities Group LLC593
0.0% of portfolio›$76.0K
James T. Borello RIA588
0.0% of portfolio›$75.4K
Central Trust Co472
0.0% of portfolio›$60.5K
Fortitude Family Office, LLC456
0.0% of portfolio›$58.4K
Pinnacle Wealth Planning Services, Inc.451
0.0% of portfolio›$57.8K
Parkside Financial Bank & Trust449
0.0% of portfolio›$57.5K
Hilton Head Capital Partners, LLC446
0.0% of portfolio›$57.2K
Cape Investment Advisory, Inc.427
0.0% of portfolio›$54.7K
JFS Wealth Advisors, LLC423
0.0% of portfolio›$54.2K
SJS Investment Consulting Inc.413
0.0% of portfolio›$52.9K
GK Wealth Management LLC408
0.0% of portfolio›$52.3K
Cromwell Holdings LLC402
0.0% of portfolio›$51.5K
Thompson Investment Management, Inc.395
0.0% of portfolio›$50.6K
Blue Trust, Inc.340
0.0% of portfolio›$43.6K
True Wealth Design, LLC338
0.0% of portfolio›$43.3K
Pinnacle Bancorp, Inc.336
0.0% of portfolio›$43.1K
Spire Wealth Management318
0.0% of portfolio›$40.8K
MassMutual Private Wealth & Trust, FSB312
0.0% of portfolio›$40.0K
Reyes Financial Architecture, Inc.309
0.0% of portfolio›$39.6K
Quest 10 Wealth Builders, Inc.302
0.0% of portfolio›$38.7K
Silver Grove Financial Group, Inc.299
0.0% of portfolio›$38.3K
City Holding Co268
0.0% of portfolio›$34.3K
Ashurst Perkins Coie Trust Co256
0.0% of portfolio›$32.8K
Tobam232
0.0% of portfolio›$30.0K
Salomon & Ludwin, LLC220
0.0% of portfolio›$28.2K
Oakworth Capital, Inc.203
0.0% of portfolio›$26.0K
Caitong International Asset Management Co., Ltd192
0.0% of portfolio›$24.6K
Elyxium Wealth, LLC191
0.0% of portfolio›$24.5K
Elevation Wealth Partners, LLC181
0.0% of portfolio›$23.2K
Rossby Financial, LCC172
0.0% of portfolio›$22.0K
J.Safra Asset Management Corp161
0.0% of portfolio›$20.6K
Provenance Wealth Advisors, LLC151
0.0% of portfolio›$19.4K
Retirement Wealth Solutions LLC143
0.0% of portfolio›$18.3K
Owl Creek Wealth Partners LLC130
0.0% of portfolio›$16.7K
WPG Advisers, LLC125
0.0% of portfolio›$16.0K
Eastern Bank106
0.0% of portfolio›$13.6K
Align Financial, LLC104
0.0% of portfolio›$13.3K
Tsfg, LLC104
0.0% of portfolio›$13
Trust Co of Vermont100
0.0% of portfolio›$12.8K
Contravisory Investment Management, Inc.100
0.0% of portfolio›$12.8K
Costello Asset Management, Inc100
0.0% of portfolio›$12.8K
SBI Securities Co., Ltd.99
0.0% of portfolio›$12.7K
Farmers & Merchants Investments Inc95
0.0% of portfolio›$12.2K
Mowery & Schoenfeld Wealth Management, LLC95
0.0% of portfolio›$12.2K
Tradewinds Capital Management, LLC95
0.0% of portfolio›$12.2K
Foster Dykema Cabot & Partners, LLC92
0.0% of portfolio›$11.8K
Elevated Capital Advisors, LLC88
0.0% of portfolio›$11.3K
Gables Capital Management Inc.86
0.0% of portfolio›$11.0K
DT Investment Partners, LLC80
0.0% of portfolio›$10.3K
Lynch Investment Planning, LLC80
0.0% of portfolio›$10.3K
Raiffeisen Bank International AG78
0.0% of portfolio›$10.1K
Atlantic Edge Private Wealth Management, LLC78
0.0% of portfolio›$10.0K
Entrust Financial LLC73
0.0% of portfolio›$9.4K
Ulland Investment Advisors, LLC63
0.0% of portfolio›$8.0K
Bell Investment Advisors, Inc63
0.0% of portfolio›$8.1K
First Horizon Corp60
0.0% of portfolio›$7.7K
Financial Consulate, Inc55
0.0% of portfolio›$7.0K
Cullen T Bankers, Inc.51
0.0% of portfolio›$6.6K
Golden State Wealth Management, LLC49
0.0% of portfolio›$6.4K
Physician Wealth Advisors, Inc.47
0.0% of portfolio›$6.0K
Acumen Wealth Advisors, LLC47
0.0% of portfolio›$6.0K
Latitude Advisors, LLC45
0.0% of portfolio›$5.8K
Kingdom Financial Group Llc.41
0.0% of portfolio›$5.3K
Private Wealth Management Group, LLC40
0.0% of portfolio›$5.1K
Ascentis Independent Advisors40
0.0% of portfolio›$5.1K
Rosenberg Matthew Hamilton40
0.0% of portfolio›$5.1K
Mcdonald Partners LLC37
0.0% of portfolio›$4.7K
Centerpoint Advisors, LLC35
0.0% of portfolio›$4
UMB Private Wealth Management, LLC35
0.0% of portfolio›$4.5K
SRH Advisors, LLC34
0.0% of portfolio›$4.4K
Union Savings Bank32
0.0% of portfolio›$4.1K
Creative Capital Management Investments LLC31
0.0% of portfolio›$4.0K
Princeton Global Asset Management LLC31
0.0% of portfolio›$3.9K
Ares Financial Consulting, LLC29
0.0% of portfolio›$3.7K
Harbor Investment Advisory, LLC28
0.0% of portfolio›$3.6K
Hughes Financial Services, LLC27
0.0% of portfolio›$4.5K
Bay Harbor Wealth Management, LLC26
0.0% of portfolio›$3.3K
Wilmington Savings Fund Society, FSB25
0.0% of portfolio›$3.2K
Clark Wealth Partners25
0.0% of portfolio›$3.2K
Brown, Lisle Ings, Inc.20
0.0% of portfolio›$2.6K
Lanark Financial, Inc.20
0.0% of portfolio›$2.6K
Triumph Capital Management18
0.0% of portfolio›$2.4K
City State Bank18
0.0% of portfolio›$2.3K
Avion Wealth18
0.0% of portfolio›$2
Gilpin Wealth Management, LLC18
0.0% of portfolio›$2.3K
Torren Management, LLC18
0.0% of portfolio›$2.3K
Highline Wealth Partners LLC17
0.0% of portfolio›$2.2K
GoalVest Advisory LLC16
0.0% of portfolio›$2.1K
KFG LLC16
0.0% of portfolio›$2.1K
Godsey & Gibb, Inc15
0.0% of portfolio›$2.0K
Wolff Wiese Magana LLC15
0.0% of portfolio›$1.9K
DiNuzzo Private Wealth, Inc.15
0.0% of portfolio›$1.9K
Rakuten Securities, Inc.15
0.0% of portfolio›$1.9K
CoreCap Advisors, LLC13
0.0% of portfolio›$1.7K
First Command Advisory Services, Inc.12
0.0% of portfolio›$1.5K
Balance Wealth Partners LLC11
0.0% of portfolio›$1.4K
Trust Co of Toledo NA10
0.0% of portfolio›$1.3K
Key Capital Management, Inc9
0.0% of portfolio›$1.2K
Private Trust Co NA9
0.0% of portfolio›$1.2K
GF Fund Management Co. Ltd.9
0.0% of portfolio›$1.2K
MV Capital Management, Inc.8
0.0% of portfolio›$1.0K
Capital Advisors, Ltd. LLC8
0.0% of portfolio›$1
Valued Wealth Advisors LLC8
0.0% of portfolio›$1.0K
Financial Network Wealth Advisors LLC7
0.0% of portfolio›$897
American Capital Advisory, LLC6
0.0% of portfolio›$769
Main Street Group, LTD6
0.0% of portfolio›$797
Essential Partners LLC6
0.0% of portfolio›$769
Planning Strategies Inc.5
0.0% of portfolio›$641
William Mack & Associates, Inc.5
0.0% of portfolio›$641
Manchester Capital Management LLC4
0.0% of portfolio›$513
Davis Capital Management4
0.0% of portfolio›$513
Financial Management Professionals, Inc.4
0.0% of portfolio›$513
DecisionPoint Financial, LLC4
0.0% of portfolio›$544
Compass Financial Management LLC4
0.0% of portfolio›$513
Cherry Tree Wealth Management, LLC3
0.0% of portfolio›$321
WestEnd Advisors, LLC3
0.0% of portfolio›$384
Signature Equity Partners, LLC3
0.0% of portfolio›$384
Proathlete Wealth Management LLC3
0.0% of portfolio›$384
Birchwood Financial Partners, Inc.3
0.0% of portfolio›$384
Downshift Financial, LLC3
0.0% of portfolio›$384
Trust Co2
0.0% of portfolio›$256
Quaker Wealth Management, LLC2
0.0% of portfolio›$257
Birch Financial Group, LLC1
0.0% of portfolio›$171
Maryland Capital Advisors Inc.1
0.0% of portfolio›$129
Arlington Trust Co LLC1
0.0% of portfolio›$128
StyleTurnoverLocationFiled
Pzena Investment Management LLC
3,353,465$429.8M1.3%Deep ValueMediumNew York, NY2026-10-30
Allspring Global Investments Holdings, LLC
2,344,797$318.5M0.5%CoreMediumCharlotte, NC2026-11-04
Dimensional Fund Advisors LP
1,232,634$158.0M0.0%IndexLowAustin, TX2026-11-04
Swedbank AB
609,527$78.1M0.1%GrowthLowStockholm, Sweden2026-10-27
KBC Group NV
601,804$77.1M0.3%CoreMediumBrussels, Czech Republic2026-10-22
Bank of New York Mellon Corp
588,035$75.4M0.0%CoreLowNew York, NY2026-11-05
Mondrian Investment Partners LTD
398,302$51.0M0.9%YieldMediumLondon, United Kingdom2026-10-23
Thompson Siegel & Walmsley LLC
366,606$47.0M1.9%Deep ValueMediumRichmond, VA2026-11-05
Fenimore Asset Management Inc
359,805$46.1M1.0%CoreLowCobleskill, NY2026-10-08
Citigroup Inc
354,328$45.4M0.0%CoreMediumNew York, NY2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
338,226$43.4M0.0%IndexVery LowTokyo, Mexico2026-11-05
Sumitomo Mitsui Trust Group, Inc.
309,389$39.7M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Principal Financial Group Inc
233,077$29.9M0.0%CoreLowDes Moines, IA2026-11-02
Crescent Grove Advisors, LLC
176,298$22.6M1.9%ETFLowLake Forest, IL2026-10-21
Atwood & Palmer Inc
158,232$20.3M1.0%CoreVery LowKansas City, MO2026-10-08
Local Pensions Partnership Investment Ltd
139,176$17.8M0.4%GrowthLowLondon, United Kingdom2026-10-26
Congress Asset Management Co
129,393$16.6M0.1%GrowthMediumBoston, MA2026-10-06
Argent Capital Management LLC
102,429$13.1M0.4%CoreMediumSt Louis, MO2026-10-05
Nicholas Company, Inc.
99,380$12.7M0.2%CoreLowMilwaukee, WI2026-11-05
New York State Teachers Retirement System
90,560$11.6M0.0%CoreVery LowAlbany, NY2026-10-22
Bahl & Gaynor LLC
88,913$11.4M0.1%CoreLowCincinnati, OH2026-11-05
Assenagon Asset Management S.A.
81,828$10.5M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
ProShare Advisors LLC
77,719$10.0M0.0%GrowthLowBethesda, MD2026-10-29
Crossmark Global Holdings, Inc.
75,558$9.7M0.1%GARPMediumHouston, TX2026-10-21
Vestor Capital, LLC
73,706$4.0K0.2%ValueMediumChicago, IL2026-11-04
Cabot Wealth Management Inc
67,617$8.7M0.9%CoreMediumBeverly, MA2026-11-05
Pictet Asset Management Holding SA
57,257$7.3M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Asset Management One Co., Ltd.
54,983$7.0M0.0%IndexVery LowTokyo, Mexico2026-10-27
ASR Vermogensbeheer N.V.
50,955$6.5M0.1%CoreLowUtrecht, Philippines2026-10-16
Insight Wealth Strategies, LLC
50,391$6.5M0.6%ETFHighSan Ramon, CA2026-10-09
B. Metzler seel. Sohn & Co. AG
50,076$6.4M0.1%GrowthMediumFrankfurt, Hong Kong2026-10-30
Foyston, Gordon & Payne Inc
49,286$6.3M1.3%CoreMediumToronto, Australia2026-11-02
Fjarde Ap-Fonden TH Swedish National Pension Fund
48,219$6.2M0.0%GrowthLowStockholm, Sweden2026-10-15
Monte Financial Group, LLC
44,651$5.7M1.9%ValueMediumGuilford, CT2026-11-02
Hohimer Wealth Management, LLC
43,402$5.6M0.5%CoreHighSeattle, WA2026-11-04
Swiss Life Asset Management Ltd
43,267$5.5M0.0%CoreLowZurich, Switzerland2026-11-03
State of New Jersey Common Pension Fund D
41,510$5.3M0.0%CoreLowTrenton, NJ2026-11-05
Czech National Bank
35,920$4.6M0.0%IndexVery LowPrague, Bahrain2026-10-13
Arizona State Retirement System
34,891$4.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
CIBC Asset Management Inc
33,321$4.3M0.0%GARPLowToronto, South Africa2026-11-05
Mirae Asset Global Investments Co., Ltd.
32,329$4.1M0.0%GrowthLowSeoul, Malaysia2026-11-03
IFM Investors Pty Ltd
31,465$4.0M0.0%IndexVery LowMelbourne, China2026-10-14
State of Michigan Retirement System
31,445$4.0M0.0%IndexLowEast Lansing, MI2026-10-27
Fideuram Asset Management (Ireland) dac
30,556$4.1M0.1%CoreHighDublin 1, Lithuania2026-10-29
Triad Investment Management
30,502$3.9M5.2%Deep ValueMediumNewport Beach, CA2026-10-13
Creative Planning
30,085$3.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Park Avenue Securities LLC
29,180$3.7M0.1%ETFMediumNew York, NY2026-10-26
Kendall Capital Management
28,260$3.6M0.6%GARPLowRockville, MD2026-10-23
Daiwa Securities Group Inc.
28,026$3.6M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
27,621$3.5M0.0%CoreLowHarrisburg, PA2026-11-03
SEB Asset Management AB
27,020$3.5M0.0%CoreN/AStockholm, Sweden2026-11-04
Fifth Third Bancorp
26,685$3.4M0.0%IndexVery LowCincinnati, OH2026-11-05
Retirement Systems of Alabama
26,216$3.4M0.0%IndexLowMontgomery, AL2026-11-04
Shayne & Jacobs, LLC
25,800$3.3M1.0%ValueVery LowNashville, TN2026-10-21
Graphene Investments SAS
25,700$3.3M1.8%GARPMediumParis, India2026-10-22
Truist Financial Corp
25,563$3.3M0.0%CoreLowCharlotte, NC2026-10-30
Xponance LLC
25,144$3.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
DekaBank Deutsche Girozentrale
25,037$3.3K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Nordwand Advisors, LLC
24,985$3.2M0.5%CoreLowRadnor, PA2026-11-05
UniSuper Management Pty Ltd
24,336$3.1M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Neos Investment Management LLC
23,743$3.0M0.0%IndexVery LowWestport, CT2026-11-04
Montag A & Associates Inc
23,507$3.0M0.1%CoreLowAtlanta, GA2026-10-29
Rakuten Investment Management, Inc.
22,617$2.9M0.0%ETFMediumTokyo, Mexico2026-10-30
AGF Management LTD
21,762$2.8M0.0%GrowthHighToronto, Australia2026-11-03
Amalgamated Bank
21,190$2.7M0.0%CoreVery LowNew York, NY2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
20,767$2.7M0.0%IndexLowCopenhagen O, Greece2026-10-19
Wealth Enhancement Advisory Services, LLC
20,034$2.6M0.0%CoreLowPlymouth, MN2026-10-13
Oak Thistle LLC
19,730$2.5M0.2%ValueVery HighNew York, NY2026-10-21
Vest Financial, LLC
19,666$2.5M0.0%ValueMediumMclean, VA2026-10-21
Sawyer & Company, Inc
19,367$2.5M0.8%GrowthLowBoston, MA2026-10-21
Atria Investments, Inc
18,740$2.4M0.0%CoreMediumCharlotte, NC2026-10-15
Assetmark, Inc
18,134$2.3M0.0%ETFLowConcord, CA2026-10-21
Diversified Management Inc
17,815$2.3M0.4%CoreVery LowMilwaukee, WI2026-10-08
New York Life Investment Management LLC
17,448$2.2M0.0%GrowthLowNew York, NY2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
17,384$2.2M0.0%IndexVery LowTokyo, Mexico2026-10-20
Yousif Capital Management, LLC
17,164$2.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
BI Asset Management Fondsmaeglerselskab A/S
16,658$2.1M0.0%CoreMediumKobenhavn, Greece2026-10-22
Sarasin & Partners LLP
16,600$2.1M0.0%GrowthMediumLondon, United Kingdom2026-10-13
MacKenzie Financial Corp
16,167$2.1M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Oregon Public Employees Retirement Fund
15,369$2.0M0.0%IndexVery LowTigard, OR2026-10-30
Bell Asset Management Ltd
15,352$2.0M0.7%GrowthMediumMelbourne, China2026-10-08
Robeco Institutional Asset Management B.V.
15,324$2.0M0.0%CoreMediumRotterdam, Philippines2026-10-20
US Bancorp \de\
14,575$1.9M0.0%IndexLowMinneapolis, MN2026-11-05
OP Asset Management Ltd
13,740$1.8M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Kestra Advisory Services, LLC
13,258$1.7M0.0%CoreLowAustin, TX2026-11-02
Mutual of America Capital Management LLC
12,815$1.6M0.0%IndexLowNew York, NY2026-10-23
Diversify Advisory Services, LLC
12,161$1.9M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
12,161$1.9M0.0%GrowthMediumSandy, UT2026-10-20
State of Alaska, Department of Revenue
11,843$1.5M0.0%CoreVery LowJuneau, AK2026-10-15
Bokf, NA
11,370$1.5M0.0%CoreLowTulsa, OK2026-10-27
Oppenheimer & Co Inc
10,875$1.4M0.0%CoreLowNew York, NY2026-10-26
Simplex Trading, LLC
10,672$1.4M0.0%CoreVery HighChicago, IL2026-11-04
Ashton Thomas Private Wealth, LLC
10,505$1.3M0.0%CoreMediumScottsdale, AZ2026-11-03
Plato Investment Management Ltd
9,935$1.3M0.1%CoreLowSydney, China2026-11-05
Gulf International Bank (UK) Ltd
9,906$1.3M0.1%CoreVery LowLondon, United Kingdom2026-10-20
Avanza Fonder AB
9,611$1.2M0.0%GrowthLowStockholm, Sweden2026-10-13
Illinois Municipal Retirement Fund
9,404$1.2M0.0%CoreMediumOak Brook, IL2026-11-05
Ag2r LA Mondiale Gestion D'actifs
9,189$1.2M0.0%GrowthLowParis, India2026-10-26
Ridgewood Investments LLC
8,971$1.1M0.4%ValueMediumSpringfield, NJ2026-10-05
ABN Amro Investment Solutions
8,698$1.1M0.0%GrowthLowParis Cedex 008, India2026-10-21
Achmea Investment Management B.V.
8,277$1.1M0.0%CoreMediumZeist, Philippines2026-10-30
Hixon Zuercher, LLC
8,249$1.1M0.3%CoreMediumFindlay, OH2026-10-13
Thrivent Financial for Lutherans
8,077$1.0M0.0%GARPMediumMinneapolis, MN2026-11-05
HB Wealth Management, LLC
7,977$1.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Maryland State Retirement & Pension System
7,398$948.1K0.0%IndexVery LowBaltimore, MD2026-11-05
Inspire Investing, LLC
7,094$909.2K0.0%GARPHighMeridian, ID2026-10-22
Hartford Investment Management Co
6,735$863.2K0.0%IndexVery LowHartford, CT2026-11-04
TD Private Client Wealth LLC
6,699$858.5K0.0%ETFLowNew York, NY2026-10-28
J. Safra Sarasin Holding AG
6,608$830.6K0.0%CoreMediumBasel, Switzerland2026-10-26
Romano Brothers and Company
6,489$831.6K0.1%CoreLowEvanston, IL2026-10-22
AlphaCore Capital LLC
6,477$830.1K0.0%ETFLowLa Jolla, CA2026-11-04
Prairie Advisory, LLC
6,452$826.9K0.1%ETFN/ALeawood, KS2026-10-19
New Mexico Educational Retirement Board
6,450$827.0K0.0%IndexVery LowSanta Fe, NM2026-11-05
Chicago Partners Investment Group LLC
6,308$1.0M0.0%GARPLowChicago, IL2026-10-27
Grant Private Wealth Management Inc
6,251$801.1K0.4%GrowthMediumPleasanton, CA2026-10-19
Fort Washington Investment Advisors Inc
6,218$796.9K0.0%CoreLowCincinnati, OH2026-10-15
Kestra Private Wealth Services, LLC
6,168$790.4K0.0%GrowthLowAustin, TX2026-10-30
Louisiana State Employees Retirement System
6,100$781.8K0.0%IndexLowBaton Rouge, LA2026-10-20
Riverwater Partners LLC
5,525$708.1K0.2%ValueMediumMilwaukee, WI2026-11-03
E. Ohman J:or Asset Management AB
5,463$700.1K0.0%GrowthMediumStockholm, Sweden2026-10-22
Jackson Square Capital, LLC
5,373$688.6K0.1%Agg GrowthMediumSan Francisco, CA2026-10-19
Rose Capital Advisors LLC
5,295$678.6K0.2%ETFN/AMiami Beach, FL2026-11-04
Tokio Marine Asset Management Co LTD
5,087$652.0K0.0%GrowthLowTokyo, Mexico2026-10-26
Prescott Group Capital Management, L.L.C.
5,000$640.8K0.1%Deep ValueMediumTulsa, OK2026-10-30
First Citizens Bank & Trust Co
4,997$640.4K0.0%CoreMediumRaleigh, NC2026-10-14
A&I Financial Services, LLC
4,837$620.0K0.3%ETFHighLone Tree, CO2026-10-15
Commonwealth Equity Services, LLC
4,767$611.0K0.0%ETFLowWaltham, MA2026-11-02
Sepio Capital, LP
4,644$595.2K0.0%ETFLowSalt Lake City, UT2026-10-22
Ethic Inc.
4,510$578.0K0.0%CoreLowNew York, NY2026-11-03
Leonteq Securities AG
4,504$577.2K0.0%CoreHighZurich, Switzerland2026-10-29
Jacobi Capital Management LLC
4,231$542.2K0.0%CoreLowPittston, PA2026-11-05
Capstone Capital Management Ltd
4,208$539.3K0.2%GrowthVery HighHong Kong, South Korea2026-10-21
Vontobel Holding Ltd.
4,207$539.2K0.0%CoreMediumZurich, Switzerland2026-10-16
North Dakota State Investment Board
3,913$501.5K0.0%GrowthMediumBismarck, ND2026-10-27
Union Bancaire Privee, UBP SA
3,900$508.3K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Sterling Capital Management LLC
3,782$484.7K0.0%GARPMediumCharlotte, NC2026-10-22
Cambridge Investment Research Advisors, Inc.
3,717$476.0K0.0%ETFLowFairfield, IA2026-11-02
HUB Investment Partners, LLC
3,664$469.6K0.0%GrowthLowAustin, TX2026-11-03
Lido Advisors, LLC
3,664$469.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Kestra Investment Management, LLC
3,616$463.5K0.0%ETFMediumAustin, TX2026-11-04
Avantra Family Wealth, Inc.
3,612$462.9K0.3%CoreMediumMechanicsburg, PA2026-10-20
Sowell Financial Services LLC
3,609$462.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
3,553$455.4K0.0%GrowthVery LowSeattle, WA2026-10-27
OpenArc Corporate Advisory, LLC
3,515$450.5K0.0%GrowthLowAtlanta, GA2026-10-21
Applied Finance Capital Management, LLC
3,426$439.1K0.0%CoreMediumSan Juan, PR2026-11-03
Abacus Planning Group, Inc.
3,415$437.7K0.1%ETFLowColumbia, SC2026-11-02
Salvus Wealth Management, LLC
3,395$435.1K0.2%CoreMediumRed Bank, NJ2026-10-13
Strs Ohio
3,371$432.0K0.0%CoreMediumColumbus, OH2026-10-30
V-Square Quantitative Management LLC
3,252$416.8K0.0%CoreLowChicago, IL2026-10-15
Benin Management Corp
3,248$416.3K0.1%CoreVery LowRedding, CT2026-10-22
Crestwood Advisors Group, LLC
3,231$414.1K0.0%GrowthLowBoston, MA2026-10-27
Mather Group, Llc.
3,180$407.5K0.0%ETFMediumChicago, IL2026-10-14
Pullen Investment Management, LLC
3,111$398.7K0.2%Deep ValueMediumBradenton, FL2026-10-23
Brighton Jones LLC
2,826$362.2K0.0%CoreVery LowSeattle, WA2026-11-03
Harbor Capital Advisors, Inc.
2,824$362.0K0.1%ValueHighChicago, IL2026-10-22
Tema Etfs LLC
2,823$361.8K0.0%GrowthMediumNew York, NY2026-10-16
Gamma Investing LLC
2,793$358.0K0.0%IndexVery LowFoster City, CA2026-10-08
Studio Investment Management LLC
2,676$343.0K0.1%ETFLowChicago, IL2026-10-22
Williams Jones Wealth Management, Llc.
2,623$336.2K0.0%GrowthLowNew York, NY2026-11-05
Indivisible Partners
2,616$335.3K0.0%GrowthMediumClearwater, FL2026-10-26
Gibbs Wealth Management
2,597$332.9K0.0%CoreLowAlpharetta, GA2026-10-22
Malaga Cove Capital, LLC
2,585$331.3K0.1%GrowthLowPv Estates, CA2026-10-23
CX Institutional
2,585$3310.0%CoreMediumAuburn, IN2026-10-02
Choreo, LLC
2,467$316.2K0.0%IndexLowRockford, IL2026-10-28
Axxion S.A.
2,456$314.8K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Portside Wealth Group, LLC
2,455$314.6K0.0%CoreMediumProvo, UT2026-10-20
Cedar Point Capital Partners, LLC
2,386$305.8K0.2%ETFMediumCedar Rapids, IA2026-10-29
Procyon Advisors, LLC
2,372$304.0K0.0%CoreVery LowShelton, CT2026-10-21
D.A. Davidson & Co.
2,370$303.7K0.0%CoreLowGreat Falls, MT2026-10-28
Daymark Wealth Partners, LLC
2,345$300.6K0.0%CoreLowCincinnati, OH2026-11-04
Kathmere Capital Management, LLC
2,321$297.5K0.0%ETFLowWayne, PA2026-10-20
VestGen Advisors, LLC
2,302$295.0K0.0%GrowthMediumChicago, IL2026-10-27
Fifth Third Wealth Advisors LLC
2,284$292.7K0.0%IndexVery LowCincinnati, OH2026-10-22
Fulcrum Asset Management LLP
2,257$292.8K0.0%CoreMediumLondon, United Kingdom2026-11-04
Trust Point Inc.
2,162$277.1K0.0%CoreMediumLa Crosse, WI2026-10-27
Certuity, LLC
2,077$266.2K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Laurion Capital Management LP
2,065$264.7K0.0%GrowthVery HighNew York, NY2026-10-30
Aaron Wealth Advisors LLC
2,058$263.8K0.0%GrowthMediumChicago, IL2026-10-13
Facet Wealth, Inc.
2,040$261.4K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
EverSource Wealth Advisors, LLC
2,029$260.0K0.0%CoreMediumBirmingham, AL2026-11-04
Nisa Investment Advisors, LLC
2,018$258.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Wolverine Asset Management LLC
1,988$254.8K0.0%Deep ValueVery HighChicago, IL2026-11-02
Krilogy Financial LLC
1,982$284.9K0.0%GrowthLowSt. Louis, MO2026-10-13
Compass Ion Advisors, LLC
1,919$245.9K0.0%ETFVery LowConshohocken, PA2026-10-23
111 Capital
1,908$244.5K0.0%CoreVery HighParis, India2026-11-03
Davenport & Co LLC
1,885$241.5K0.0%CoreMediumRichmond, VA2026-10-14
Acropolis Investment Management, LLC
1,819$233.1K0.0%ETFLowSt. Louis, MO2026-10-08
Resonant Capital Advisors, LLC
1,811$232.1K0.0%ETFLowMadison, WI2026-10-15
Cidel Asset Management Inc
1,771$227.0K0.0%CoreMediumToronto, Australia2026-10-29
Regions Financial Corp
1,769$226.7K0.0%CoreLowBirmingham, AL2026-11-05
Apollon Wealth Management, LLC
1,766$226.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Alliance Wealth Advisors, LLC
1,762$225.8K0.0%ETFHighCenterville, UT2026-10-28
Glenview Trust Co
1,729$221.6K0.0%GrowthVery LowLouisville, KY2026-10-28
Elevation Point Wealth Partners, LLC
1,691$216.7K0.0%CoreHighDenver, CO2026-11-05
Oslo Pensjonsforsikring AS
1,657$212.4K0.0%ValueLowOslo, Norway2026-10-15
Concurrent Investment Advisors, LLC
1,649$211.4K0.0%GrowthMediumTampa, FL2026-10-16
Inscription Capital, LLC
1,635$209.5K0.0%GARPMediumHouston, TX2026-11-02
NorthCrest Asset Manangement, LLC
1,604$224.4K0.0%GrowthLowPlymouth, MN2026-10-13
Brookstone Capital Management
1,577$202.2K0.0%ETFMediumWheaton, IL2026-10-22
Profund Advisors LLC
1,564$200.4K0.0%GrowthLowBethesda, MD2026-10-29
Signaturefd, LLC
1,482$189.9K0.0%IndexLowAtlanta, GA2026-10-23
Farther Finance Advisors, LLC
1,466$187.9K0.0%IndexLowSan Francisco, CA2026-10-08
Prospera Financial Services Inc
1,344$206.7K0.0%CoreMediumDallas, TX2026-11-04
Exchange Traded Concepts, LLC
1,090$139.7K0.0%GrowthMediumOklahoma City, OK2026-10-28
Covestor Ltd
1,076$138.0K0.3%ValueHighLondon, United Kingdom2026-10-30
Center for Financial Planning, Inc.
1,072$137.4K0.0%ETFLowSouthfied, MI2026-10-26
Caldwell Trust Co
990$126.9K0.0%GrowthLowVenice, FL2026-10-30
Larson Financial Group LLC
872$111.7K0.0%GrowthLowSt Louis, MO2026-11-05
Groesbeck Investment Management Corp
867$111.0K0.4%GrowthVery LowGlen Rock, NJ2026-10-26
Versant Capital Management, Inc
860$110.2K0.0%GARPLowPhoenix, AZ2026-10-02
Deseret Mutual Benefit Administrators
859$110.1K0.0%CoreMediumSalt Lake City, UT2026-11-04
American National Bank & Trust
855$109.6K0.0%CoreVery LowWichita Falls, TX2026-10-07
PFS Partners, LLC
841$107.8K0.0%ETFVery LowMine Hill, NJ2026-10-21
Root Financial Partners, LLC
814$104.3K0.0%ETFMediumEncinitas, CA2026-10-21
RMG Wealth Management LLC
814$130.3K0.0%ETFVery HighPlatteville, WI2026-10-26
IFP Advisors, Inc
774$99.2K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
740$94.8K0.0%IndexLowSan Francisco, CA2026-11-03
Livforsakringsbolaget Skandia, Omsesidigt
654$83.8K0.0%GrowthMediumStockholm, Sweden2026-10-21
Pension & Wealth Management Advisors, Inc.
649$83.3K0.0%ETFLowWaltham, MA2026-10-16
Global X Japan Co., Ltd.
607$77.8K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Summit Securities Group LLC
593$76.0K0.0%CoreVery HighNew York, NY2026-11-05
James T. Borello RIA
588$75.4K0.0%ETFVery LowEast Dundee, IL2026-10-16
Central Trust Co
472$60.5K0.0%CoreLowJefferson City, MO2026-11-05
Fortitude Family Office, LLC
456$58.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Pinnacle Wealth Planning Services, Inc.
451$57.8K0.0%GARPLowMansfield, OH2026-10-27
Parkside Financial Bank & Trust
449$57.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Hilton Head Capital Partners, LLC
446$57.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
Cape Investment Advisory, Inc.
427$54.7K0.0%ETFLowMcdonough, GA2026-10-13
JFS Wealth Advisors, LLC
423$54.2K0.0%ETFVery LowHermitage, PA2026-11-03
SJS Investment Consulting Inc.
413$52.9K0.0%ETFVery LowSylvania, OH2026-10-26
GK Wealth Management LLC
408$52.3K0.0%GARPVery HighReno, NV2026-10-09
Cromwell Holdings LLC
402$51.5K0.0%IndexLowJackson, WY2026-10-28
Thompson Investment Management, Inc.
395$50.6K0.0%ValueMediumMadison, WI2026-10-14
Blue Trust, Inc.
340$43.6K0.0%ETFLowBrentwood, TN2026-10-15
True Wealth Design, LLC
338$43.3K0.0%ETFMediumAkron, OH2026-10-13
Pinnacle Bancorp, Inc.
336$43.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Spire Wealth Management
318$40.8K0.0%GrowthMediumMclean, VA2026-10-30
MassMutual Private Wealth & Trust, FSB
312$40.0K0.0%CoreLowSpringfield, MA2026-10-05
Reyes Financial Architecture, Inc.
309$39.6K0.0%ETFVery HighSan Diego, CA2026-10-22
Quest 10 Wealth Builders, Inc.
302$38.7K0.0%ETFLowFuquay-Varina, VA2026-11-02
Silver Grove Financial Group, Inc.
299$38.3K0.0%CoreMediumOrchard Park, NY2026-11-05
City Holding Co
268$34.3K0.0%CoreLowCharleston, WV2026-10-19
Ashurst Perkins Coie Trust Co
256$32.8K0.0%CoreVery LowSeattle, WA2026-10-15
Tobam
232$30.0K0.0%ValueHighParis, India2026-11-03
Salomon & Ludwin, LLC
220$28.2K0.0%ETFVery LowRichmond, VA2026-10-29
Oakworth Capital, Inc.
203$26.0K0.0%ETFLowBirmingham, AL2026-10-26
Caitong International Asset Management Co., Ltd
192$24.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Elyxium Wealth, LLC
191$24.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Elevation Wealth Partners, LLC
181$23.2K0.0%ETFLowWalnut Creek, CA2026-10-07
Rossby Financial, LCC
172$22.0K0.0%ETFMediumMelbourne, FL2026-11-05
J.Safra Asset Management Corp
161$20.6K0.0%ETFLowNew York, NY2026-11-03
Provenance Wealth Advisors, LLC
151$19.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Retirement Wealth Solutions LLC
143$18.3K0.0%ETFLowMarshfield, WI2026-10-07
Owl Creek Wealth Partners LLC
130$16.7K0.0%IndexLowGreenwood Village, CO2026-10-20
WPG Advisers, LLC
125$16.0K0.0%CoreLowBaltimore, MD2026-10-27
Eastern Bank
106$13.6K0.0%GrowthMediumBoston, MA2026-10-05
Align Financial, LLC
104$13.3K0.0%ETFVery LowHermantown, MN2026-10-16
Tsfg, LLC
104$130.0%ETFLowLake Forest, IL2026-10-23
Trust Co of Vermont
100$12.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Contravisory Investment Management, Inc.
100$12.8K0.0%MomentumHighNorwell, MA2026-10-13
Costello Asset Management, Inc
100$12.8K0.0%CoreLowFeasterville, PA2026-10-30
SBI Securities Co., Ltd.
99$12.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Farmers & Merchants Investments Inc
95$12.2K0.0%CoreVery LowLincoln, NE2026-10-22
Mowery & Schoenfeld Wealth Management, LLC
95$12.2K0.0%GrowthMediumLincolnshire, IL2026-10-28
Tradewinds Capital Management, LLC
95$12.2K0.0%ETFVery HighBellingham, WA2026-10-23
Foster Dykema Cabot & Partners, LLC
92$11.8K0.0%GrowthLowWaltham, MA2026-10-30
Elevated Capital Advisors, LLC
88$11.3K0.0%ETFMediumSandy, UT2026-11-04
Gables Capital Management Inc.
86$11.0K0.0%GrowthVery LowMiami, FL2026-11-04
DT Investment Partners, LLC
80$10.3K0.0%ETFVery LowChadds Ford, PA2026-10-27
Lynch Investment Planning, LLC
80$10.3K0.0%ETFLowNewtown Square, PA2026-10-27
Raiffeisen Bank International AG
78$10.1K0.0%GrowthMediumVienna, Chile2026-10-28
Atlantic Edge Private Wealth Management, LLC
78$10.0K0.0%CoreLowJacksonville, FL2026-10-20
Entrust Financial LLC
73$9.4K0.0%ETFLowWayne, PA2026-11-04
Ulland Investment Advisors, LLC
63$8.0K0.0%GrowthVery LowMinneapolis, MN2026-10-13
Bell Investment Advisors, Inc
63$8.1K0.0%ETFVery LowOrinda, CA2026-10-29
First Horizon Corp
60$7.7K0.0%CoreLowMemphis, TN2026-10-26
Financial Consulate, Inc
55$7.0K0.0%ETFLowHunt Valley, MD2026-10-23
Cullen T Bankers, Inc.
51$6.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Golden State Wealth Management, LLC
49$6.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Physician Wealth Advisors, Inc.
47$6.0K0.0%ETFMediumMidvale, UT2026-10-20
Acumen Wealth Advisors, LLC
47$6.0K0.0%GrowthHighChattanooga, TN2026-11-05
Latitude Advisors, LLC
45$5.8K0.0%ETFLowYorkville, IL2026-10-27
Kingdom Financial Group Llc.
41$5.3K0.0%ETFMediumPeoria, AZ2026-11-04
Private Wealth Management Group, LLC
40$5.1K0.0%ETFLowPrinceton, NJ2026-10-19
Ascentis Independent Advisors
40$5.1K0.0%ETFLowDallas, TX2026-11-03
Rosenberg Matthew Hamilton
40$5.1K0.0%ETFVery LowGrand Junction, CO2026-10-05
Mcdonald Partners LLC
37$4.7K0.0%CoreLowCleveland, OH2026-11-03
Centerpoint Advisors, LLC
35$40.0%ETFVery LowNeedham, MA2026-11-05
UMB Private Wealth Management, LLC
35$4.5K0.0%GrowthN/AKansas City, MO2026-10-19
SRH Advisors, LLC
34$4.4K0.0%ETFVery LowSalina, KS2026-10-22
Union Savings Bank
32$4.1K0.0%CoreLowLitchfield, CT2026-10-14
Creative Capital Management Investments LLC
31$4.0K0.0%ETFLowSan Diego, CA2026-10-28
Princeton Global Asset Management LLC
31$3.9K0.0%GrowthLowPrinceton, NJ2026-10-21
Ares Financial Consulting, LLC
29$3.7K0.0%CoreLowCalabasas, CA2026-10-19
Harbor Investment Advisory, LLC
28$3.6K0.0%GrowthLowLutherville, MD2026-10-13
Hughes Financial Services, LLC
27$4.5K0.0%ETFLowHerndon, VA2026-10-30
Bay Harbor Wealth Management, LLC
26$3.3K0.0%ETFMediumHunt Valley, MD2026-11-03
Wilmington Savings Fund Society, FSB
25$3.2K0.0%CoreLowWilmington, DE2026-10-23
Clark Wealth Partners
25$3.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
Brown, Lisle Ings, Inc.
20$2.6K0.0%CoreVery LowProvidence, RI2026-10-16
Lanark Financial, Inc.
20$2.6K0.0%CoreMediumBirmingham, AL2026-10-26
Triumph Capital Management
18$2.4K0.0%ETFMediumDenver, CO2026-10-14
City State Bank
18$2.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Avion Wealth
18$20.0%ETFLowThe Woodlands, TX2026-11-04
Gilpin Wealth Management, LLC
18$2.3K0.0%GrowthLowDenver, CO2026-10-09
Torren Management, LLC
18$2.3K0.0%ETFMediumSan Diego, CA2026-10-29
Highline Wealth Partners LLC
17$2.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
GoalVest Advisory LLC
16$2.1K0.0%ETFMediumNew York, NY2026-10-02
KFG LLC
16$2.1K0.0%ETFN/ARapid City, SD2026-11-02
Godsey & Gibb, Inc
15$2.0K0.0%CoreLowRichmond, VA2026-10-14
Wolff Wiese Magana LLC
15$1.9K0.0%GrowthLowCarslbad, CA2026-10-15
DiNuzzo Private Wealth, Inc.
15$1.9K0.0%ETFLowBeaver, PA2026-10-16
Rakuten Securities, Inc.
15$1.9K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
CoreCap Advisors, LLC
13$1.7K0.0%ETFMediumSouthfield, MI2026-10-08
First Command Advisory Services, Inc.
12$1.5K0.0%IndexLowFort Worth, TX2026-11-05
Balance Wealth Partners LLC
11$1.4K0.0%ETFMediumWorthington, OH2026-10-27
Trust Co of Toledo NA
10$1.3K0.0%GrowthVery LowHolland, OH2026-10-16
Key Capital Management, Inc
9$1.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Private Trust Co NA
9$1.2K0.0%CoreLowCleveland, OH2026-10-20
GF Fund Management Co. Ltd.
9$1.2K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
MV Capital Management, Inc.
8$1.0K0.0%ETFLowBethesda, MD2026-10-29
Capital Advisors, Ltd. LLC
8$10.0%ETFLowShaker Heights, OH2026-10-27
Valued Wealth Advisors LLC
8$1.0K0.0%IndexVery LowHolladay, UT2026-11-05
Financial Network Wealth Advisors LLC
7$8970.0%ETFLowMurray, UT2026-10-28
American Capital Advisory, LLC
6$7690.0%ETFLowKetchum, ID2026-10-28
Main Street Group, LTD
6$7970.0%ETFMediumGlen Allen, VA2026-10-28
Essential Partners LLC
6$7690.0%ValueMediumRancho Santa Fe, CA2026-10-14
Planning Strategies Inc.
5$6410.0%ETFN/ALancaster, PA2026-10-02
William Mack & Associates, Inc.
5$6410.0%ETFLowTroy, MI2026-10-27
Manchester Capital Management LLC
4$5130.0%CoreLowManchester, VT2026-10-22
Davis Capital Management
4$5130.0%CoreLowJacksonville, FL2026-10-08
Financial Management Professionals, Inc.
4$5130.0%ETFMediumAustin, TX2026-10-23
DecisionPoint Financial, LLC
4$5440.0%ETFVery LowMesa, AZ2026-10-27
Compass Financial Management LLC
4$5130.0%CoreN/ATampa, FL2026-10-30
Cherry Tree Wealth Management, LLC
3$3210.0%ETFVery LowMinnetonka, MN2026-10-15
WestEnd Advisors, LLC
3$3840.0%ETFMediumCharlotte, NC2026-10-27
Signature Equity Partners, LLC
3$3840.0%GrowthMediumColumbus, OH2026-10-29
Proathlete Wealth Management LLC
3$3840.0%ETFVery LowBoca Raton, FL2026-10-15
Birchwood Financial Partners, Inc.
3$3840.0%ETFVery LowBloomington, MN2026-11-02
Downshift Financial, LLC
3$3840.0%ETFLowBoulder, CO2026-10-13
Trust Co
2$2560.0%ETFVery LowManhattan, KS2026-10-09
Quaker Wealth Management, LLC
2$2570.0%ETFMediumMoorestown, NJ2026-10-22
Birch Financial Group, LLC
1$1710.0%CoreLowKeene, NH2026-10-27
Maryland Capital Advisors Inc.
1$1290.0%ETFVery LowChester, MD2026-10-15
Arlington Trust Co LLC
1$1280.0%ETFMediumBirmingham, AL2026-10-20