IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

CMS Energy Corp (CMS)

CUSIP: 125896100 | NYSE | Utilities · Utilities - Regulated Electric | Large Cap | 2243 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Pictet Asset Management Holding SA4,490,347
0.3% of portfolio›$283.3M
Parnassus Investments, LLC2,297,350
0.4% of portfolio›$144.9M
DekaBank Deutsche Girozentrale1,911,511
0.5% of portfolio›$121.3M
Dimensional Fund Advisors LP1,656,845
0.0% of portfolio›$104.5M
iA Global Asset Management Inc.1,556,362
2.7% of portfolio›$98.2M
Bahl & Gaynor LLC1,088,457
0.3% of portfolio›$68.7M
Mitsubishi UFJ Asset Management Co., Ltd.1,018,958
0.0% of portfolio›$64.3M
UniSuper Management Pty Ltd913,602
0.3% of portfolio›$57.6M
Assenagon Asset Management S.A.897,581
0.1% of portfolio›$56.6M
Sumitomo Mitsui Trust Group, Inc.702,418
0.0% of portfolio›$44.3M
Citigroup Inc664,990
0.0% of portfolio›$41.9M
Miller Howard Investments Inc547,734
0.9% of portfolio›$34.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS500,988
0.1% of portfolio›$31.6M
Retirement Systems of Alabama486,261
0.1% of portfolio›$30.7M
RWC Asset Management LLP442,514
1.0% of portfolio›$27.9M
Strs Ohio416,194
0.1% of portfolio›$26.3M
Cidel Asset Management Inc356,564
1.1% of portfolio›$22.5M
Fisher Funds Management LTD353,356
0.6% of portfolio›$22.3M
Principal Financial Group Inc342,715
0.0% of portfolio›$21.6M
Covea Finance318,650
0.7% of portfolio›$20.1M
CIBC Asset Management Inc298,013
0.0% of portfolio›$18.8M
Truist Financial Corp274,349
0.0% of portfolio›$17.3M
Creative Planning225,801
0.0% of portfolio›$14.2M
Allspring Global Investments Holdings, LLC220,685
0.0% of portfolio›$14.0M
Asset Management One Co., Ltd.205,717
0.0% of portfolio›$13.0M
New York State Teachers Retirement System204,318
0.1% of portfolio›$12.9M
Keybank National Association187,553
0.0% of portfolio›$11.8M
Artemis Investment Management LLP181,944
0.1% of portfolio›$11.5M
Fjarde Ap-Fonden TH Swedish National Pension Fund167,146
0.1% of portfolio›$10.5M
Nisa Investment Advisors, LLC159,223
0.0% of portfolio›$10.0M
Mattern Capital Management, LLC157,308
1.2% of portfolio›$9.9M
Swiss Life Asset Management Ltd157,253
0.0% of portfolio›$9.9M
Hennessy Advisors Inc138,898
0.3% of portfolio›$8.8M
B. Metzler seel. Sohn & Co. AG130,508
0.1% of portfolio›$8.2M
Assetmark, Inc116,189
0.0% of portfolio›$7.3M
Illinois Municipal Retirement Fund103,782
0.1% of portfolio›$6.5M
Y-Intercept (Hong Kong) Ltd99,556
0.1% of portfolio›$6.3M
IFM Investors Pty Ltd99,483
0.0% of portfolio›$6.3M
Wealth Enhancement Advisory Services, LLC96,100
0.0% of portfolio›$5.6M
Nicholas Company, Inc.91,145
0.1% of portfolio›$5.7M
Czech National Bank90,098
0.0% of portfolio›$5.7M
Mn Services Vermogensbeheer B.V.89,730
0.1% of portfolio›$5.7M
State of New Jersey Common Pension Fund D87,392
0.0% of portfolio›$5.5M
Mirae Asset Global Investments Co., Ltd.85,064
0.0% of portfolio›$5.4M
Arizona State Retirement System84,371
0.0% of portfolio›$5.3M
Intact Investment Management Inc.83,280
0.2% of portfolio›$5.3M
State of Michigan Retirement System78,799
0.0% of portfolio›$5.0M
SilverOak Wealth Management LLC66,998
0.5% of portfolio›$4.2M
Hennion & Walsh Asset Management, Inc.62,158
0.1% of portfolio›$3.9M
Xponance LLC61,628
0.0% of portfolio›$3.9M
Raiffeisen Bank International AG59,674
0.0% of portfolio›$3.8M
Sumitomo Mitsui DS Asset Management Company, Ltd57,535
0.0% of portfolio›$3.6M
Daiwa Securities Group Inc.57,244
0.0% of portfolio›$3.6M
Commonwealth Equity Services, LLC56,005
0.0% of portfolio›$3.5M
Rakuten Investment Management, Inc.55,981
0.0% of portfolio›$3.6M
Neos Investment Management LLC55,874
0.0% of portfolio›$3.5M
Sterling Capital Management LLC54,156
0.1% of portfolio›$3.4M
Amalgamated Bank53,016
0.1% of portfolio›$3.3M
ProShare Advisors LLC49,831
0.0% of portfolio›$3.1M
Banque Pictet & CIE SA48,364
0.0% of portfolio›$3.1M
Yousif Capital Management, LLC47,677
0.0% of portfolio›$3.0M
OP Asset Management Ltd47,312
0.0% of portfolio›$3.0M
MacKenzie Financial Corp43,722
0.0% of portfolio›$2.8M
Kestra Advisory Services, LLC43,660
0.0% of portfolio›$2.8M
New York Life Investment Management LLC43,495
0.0% of portfolio›$2.7M
Alps Advisors Inc41,266
0.0% of portfolio›$2.6M
HB Wealth Management, LLC40,231
0.0% of portfolio›$2.5M
Atria Investments, Inc39,004
0.0% of portfolio›$2.5M
Oregon Public Employees Retirement Fund38,526
0.0% of portfolio›$2.4M
Fideuram Asset Management (Ireland) dac38,250
0.1% of portfolio›$2.8M
Summit Global Investments35,161
0.6% of portfolio›$2.2M
Venture Visionary Partners LLC33,888
0.1% of portfolio›$2.1M
Davenport & Co LLC33,435
0.0% of portfolio›$2.1M
Sigma Planning Corp32,576
0.1% of portfolio›$2.1M
Mutual of America Capital Management LLC32,053
0.0% of portfolio›$2.0M
KBC Group NV30,336
0.0% of portfolio›$1.9M
State of Alaska, Department of Revenue29,707
0.0% of portfolio›$1.9M
Parr Mcknight Wealth Management Group, LLC29,201
0.2% of portfolio›$1.8M
Wedbush Securities Inc24,730
0.1% of portfolio›$1.6M
Ferguson Wellman Capital Management, Inc24,681
0.0% of portfolio›$1.6M
Spirit of America Management Corp24,600
0.3% of portfolio›$1.6M
Gulf International Bank (UK) Ltd23,182
0.1% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.21,935
0.0% of portfolio›$1.4M
TD Private Client Wealth LLC21,146
0.0% of portfolio›$1.3M
Blue Water Asset Management20,649
0.4% of portfolio›$1.3M
Crossmark Global Holdings, Inc.19,395
0.0% of portfolio›$1.2M
Portfolio Design Labs, LLC18,272
0.2% of portfolio›$1.2M
Chicago Partners Investment Group LLC18,110
0.0% of portfolio›$1.3M
Fulton Bank, N.A.17,276
0.0% of portfolio›$1.1M
Cox Capital Mgt LLC17,203
0.6% of portfolio›$1.1M
RIA Advisory Group LLC17,117
0.3% of portfolio›$1.1M
Hartford Investment Management Co16,852
0.0% of portfolio›$1.1M
Prospera Financial Services Inc16,449
0.0% of portfolio›$1.2M
BI Asset Management Fondsmaeglerselskab A/S16,425
0.0% of portfolio›$1.0M
Ascent Group, LLC16,262
0.0% of portfolio›$1.0M
Vise Technologies, Inc.15,584
0.0% of portfolio›$983.0K
ASR Vermogensbeheer N.V.15,524
0.0% of portfolio›$979.3K
Louisiana State Employees Retirement System15,400
0.0% of portfolio›$971.4K
Imc-Chicago, LLC15,370
0.0% of portfolio›$969.5K
Centennial Wealth Advisory LLC15,275
0.2% of portfolio›$963.6K
Wilmington Savings Fund Society, FSB15,215
0.0% of portfolio›$959.8K
Mirador Capital Partners LP14,731
0.1% of portfolio›$929.2K
Gamma Investing LLC14,194
0.0% of portfolio›$895.4K
Tokio Marine Asset Management Co LTD14,157
0.0% of portfolio›$893.0K
Gateway Investment Advisers LLC13,060
0.0% of portfolio›$823.8K
111 Capital13,055
0.1% of portfolio›$823.5K
Chesley Taft & Associates LLC12,731
0.0% of portfolio›$803.1K
V-Square Quantitative Management LLC12,621
0.1% of portfolio›$796.1K
Braeburn Wealth Management LLC12,595
0.3% of portfolio›$794.5K
Mather Group, Llc.12,537
0.0% of portfolio›$790.8K
Lido Advisors, LLC12,487
0.0% of portfolio›$787.7K
Caitong International Asset Management Co., Ltd12,465
0.1% of portfolio›$786.3K
Brighton Jones LLC11,749
0.0% of portfolio›$741.1K
Greenleaf Trust11,686
0.0% of portfolio›$737.2K
Aaron Wealth Advisors LLC11,494
0.0% of portfolio›$725.0K
Indivisible Partners11,266
0.0% of portfolio›$710.7K
Raleigh Capital Management Inc.10,973
0.2% of portfolio›$692.2K
Jmac Enterprises LLC10,900
0.1% of portfolio›$687.6K
Leonteq Securities AG10,805
0.0% of portfolio›$681.6K
AlphaCore Capital LLC10,774
0.0% of portfolio›$679.6K
Moody National Bank Trust Division10,385
0.1% of portfolio›$655.1K
Citizens Financial Group Inc10,336
0.0% of portfolio›$652.0K
BLB&B Advisors, LLC10,070
0.0% of portfolio›$635.2K
Apollon Wealth Management, LLC9,987
0.0% of portfolio›$630.0K
Ethic Inc.9,964
0.0% of portfolio›$628.5K
NorthCrest Asset Manangement, LLC9,779
0.0% of portfolio›$638.9K
North Dakota State Investment Board9,460
0.0% of portfolio›$596.7K
Profund Advisors LLC9,402
0.0% of portfolio›$593.1K
Choreo, LLC9,224
0.0% of portfolio›$581.9K
Finer Wealth Management, Inc.9,000
0.2% of portfolio›$567.7K
Signaturefd, LLC8,926
0.0% of portfolio›$563.1K
PensionDanmark Pensionsforsikringsaktieselskab8,660
0.0% of portfolio›$546.3K
NLB Skladi, upravljanje premozenja, d.o.o.8,125
0.0% of portfolio›$512.5K
Verdence Capital Advisors LLC7,977
0.0% of portfolio›$503.2K
Crestwood Advisors Group, LLC7,897
0.0% of portfolio›$498.2K
Certuity, LLC7,841
0.0% of portfolio›$494.6K
Boit C F David7,800
0.2% of portfolio›$492.0K
Segment Wealth Management, LLC7,533
0.0% of portfolio›$475.2K
Krilogy Financial LLC7,391
0.0% of portfolio›$486.8K
AGF Management LTD7,155
0.0% of portfolio›$451.3K
Plante Moran Financial Advisors, LLC7,153
0.0% of portfolio›$451.2K
Acorn Wealth Advisors, LLC6,561
0.1% of portfolio›$413.8K
Root Financial Partners, LLC6,431
0.0% of portfolio›$405.7K
Frank, Rimerman Advisors LLC6,302
0.0% of portfolio›$397.5K
Fourpath Capital Management, LLC6,248
0.1% of portfolio›$394.1K
Accurate Wealth Management, LLC6,096
0.0% of portfolio›$404.1K
EverSource Wealth Advisors, LLC6,045
0.0% of portfolio›$381.3K
Farther Finance Advisors, LLC6,003
0.0% of portfolio›$378.7K
HUB Investment Partners, LLC5,787
0.0% of portfolio›$365.1K
Argonautica Private Wealth Management, Inc5,740
0.1% of portfolio›$362.1K
Conning Inc.5,661
0.0% of portfolio›$357.1K
Tema Etfs LLC5,491
0.0% of portfolio›$346.4K
Strategy Asset Managers LLC5,483
0.1% of portfolio›$345.9K
Parallel Advisors, LLC5,412
0.0% of portfolio›$341.4K
Bison Wealth, LLC5,405
0.0% of portfolio›$356.0K
First American Bank5,274
0.0% of portfolio›$332.7K
Vontobel Holding Ltd.5,089
0.0% of portfolio›$321.0K
D.A. Davidson & Co.5,060
0.0% of portfolio›$319.2K
Chatham Capital Group, Inc.5,032
0.0% of portfolio›$317.4K
Silverleafe Capital Partners, LLC5,000
0.1% of portfolio›$315.4K
M Holdings Securities, Inc.4,971
0.0% of portfolio›$352
Concurrent Investment Advisors, LLC4,965
0.0% of portfolio›$313.2K
Samalin Investment Counsel, LLC4,902
0.1% of portfolio›$309.2K
Fifth Third Wealth Advisors LLC4,766
0.0% of portfolio›$300.7K
Sowell Financial Services LLC4,714
0.0% of portfolio›$297.4K
Oxler Private Wealth LLC4,520
0.1% of portfolio›$285.1K
Procyon Advisors, LLC4,509
0.0% of portfolio›$284.4K
Evansbrook LLC4,499
0.2% of portfolio›$283.8K
Daymark Wealth Partners, LLC4,430
0.0% of portfolio›$279.4K
Evergreen Capital Management LLC4,425
0.0% of portfolio›$279.1K
Trust Co of the South4,404
0.0% of portfolio›$277.8K
Simplex Trading, LLC4,367
0.0% of portfolio›$275.5K
CoreCap Advisors, LLC4,351
0.0% of portfolio›$274.5K
Pinnacle Wealth Management Group, Inc.4,345
0.1% of portfolio›$274.1K
Carrera Capital Advisors4,273
0.0% of portfolio›$269.6K
CX Institutional4,146
0.0% of portfolio›$262
MGO One Seven LLC4,098
0.0% of portfolio›$258.5K
StoneX Group Inc.4,091
0.0% of portfolio›$278.4K
MBL Wealth, LLC4,082
0.0% of portfolio›$257.5K
Diversify Advisory Services, LLC4,080
0.0% of portfolio›$273.1K
Diversify Wealth Management, LLC4,080
0.0% of portfolio›$273.1K
Oppenheimer & Co Inc4,065
0.0% of portfolio›$256.4K
Wedmont Private Capital4,057
0.0% of portfolio›$265.1K
Quadrant Capital Group LLC4,035
0.0% of portfolio›$267.5K
Park Avenue Securities LLC4,034
0.0% of portfolio›$254.0K
Larson Financial Group LLC4,024
0.0% of portfolio›$253.8K
Oslo Pensjonsforsikring AS3,918
0.0% of portfolio›$247.1K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,802
0.0% of portfolio›$239.8K
Blue Trust, Inc.3,653
0.0% of portfolio›$230.4K
VestGen Advisors, LLC3,653
0.0% of portfolio›$230.4K
Midwest Trust Co3,607
0.0% of portfolio›$227.5K
Trust Co of Toledo NA3,533
0.0% of portfolio›$222.9K
Capital Investment Advisors, LLC3,478
0.0% of portfolio›$219.4K
TD Waterhouse Canada Inc.3,473
0.0% of portfolio›$221.2K
Sagespring Wealth Partners, LLC3,463
0.0% of portfolio›$218.4K
MassMutual Private Wealth & Trust, FSB3,458
0.0% of portfolio›$218.1K
First Bank & Trust3,435
0.0% of portfolio›$216.7K
Stiles Financial Services Inc3,396
0.1% of portfolio›$214.2K
Kestra Private Wealth Services, LLC3,381
0.0% of portfolio›$213.3K
Trilogy Capital Inc.3,353
0.0% of portfolio›$211.5K
Laurel OAK Wealth Management, LLC3,310
0.0% of portfolio›$208.8K
Essex Bank3,269
0.0% of portfolio›$206.2K
Private Trust Co NA3,182
0.0% of portfolio›$200.7K
Gen-Wealth Partners Inc3,131
0.1% of portfolio›$197.5K
Thurston, Springer, Miller, Herd & Titak, Inc.2,470
0.3% of portfolio›$155.8K
Oakworth Capital, Inc.1,549
0.0% of portfolio›$97.7K
Exchange Traded Concepts, LLC1,536
0.0% of portfolio›$96.9K
MeadowBrook Investment Advisors LLC1,500
0.1% of portfolio›$105.5K
Pinnacle Wealth Planning Services, Inc.1,470
0.0% of portfolio›$92.7K
Costello Asset Management, Inc1,408
0.0% of portfolio›$88.8K
First Financial Corp1,405
0.0% of portfolio›$88.6K
Bokf, NA1,360
0.0% of portfolio›$85.8K
Tobam1,353
0.1% of portfolio›$85.0K
Essential Partners LLC1,345
0.0% of portfolio›$84.8K
Versant Capital Management, Inc1,298
0.0% of portfolio›$81.9K
Spire Wealth Management1,192
0.0% of portfolio›$75.2K
Elevated Capital Advisors, LLC1,174
0.0% of portfolio›$74.0K
Parkside Financial Bank & Trust1,128
0.0% of portfolio›$71.2K
Cranbrook Wealth Management, LLC1,113
0.0% of portfolio›$70.2K
IFP Advisors, Inc1,112
0.0% of portfolio›$70.1K
RHL Group, LLC1,108
0.0% of portfolio›$69.9K
Montag A & Associates Inc1,100
0.0% of portfolio›$69.4K
Caldwell Trust Co1,087
0.0% of portfolio›$68.6K
University of Texas S AM Investment Management Co1,080
0.0% of portfolio›$68.1K
Elyxium Wealth, LLC1,073
0.0% of portfolio›$67.7K
Grove Bank & Trust1,072
0.0% of portfolio›$67.6K
Lloyd Advisory Services, Llc.1,033
0.0% of portfolio›$65.2K
Cassaday & Co Wealth Management LLC982
0.0% of portfolio›$61.9K
SJS Investment Consulting Inc.932
0.0% of portfolio›$58.8K
Robbins Farley800
0.0% of portfolio›$50.5K
Quest 10 Wealth Builders, Inc.797
0.0% of portfolio›$50.3K
Cromwell Holdings LLC783
0.0% of portfolio›$49.4K
Deseret Mutual Benefit Administrators764
0.0% of portfolio›$48.2K
Physician Wealth Advisors, Inc.710
0.0% of portfolio›$44.8K
Bayforest Capital Ltd681
0.1% of portfolio›$43.0K
True Wealth Design, LLC661
0.0% of portfolio›$41.7K
Lanark Financial, Inc.642
0.0% of portfolio›$40.5K
Buck Wealth Strategies, LLC620
0.0% of portfolio›$39.1K
Manchester Capital Management LLC615
0.0% of portfolio›$38.8K
Dorato Capital Management525
0.0% of portfolio›$34.2K
Trust Co of Vermont483
0.0% of portfolio›$30.5K
Nova Financial LLC457
0.0% of portfolio›$28.8K
Ares Financial Consulting, LLC453
0.0% of portfolio›$28.6K
Elevation Wealth Partners, LLC443
0.0% of portfolio›$27.9K
Independence Bank of Kentucky425
0.0% of portfolio›$26.8K
DiNuzzo Private Wealth, Inc.414
0.0% of portfolio›$26.1K
Silver Grove Financial Group, Inc.405
0.0% of portfolio›$25.5K
Harel Insurance Investments & Financial Services Ltd.396
0.0% of portfolio›$25.0K
Rossby Financial, LCC352
0.0% of portfolio›$22.2K
MV Capital Management, Inc.343
0.0% of portfolio›$21.6K
Capital Advisors, Ltd. LLC336
0.0% of portfolio›$21.0K
Harbor Investment Advisory, LLC336
0.0% of portfolio›$21.2K
Provenance Wealth Advisors, LLC328
0.0% of portfolio›$20.7K
Ascentis Wealth Management, LLC327
0.0% of portfolio›$20.6K
First Horizon Corp317
0.0% of portfolio›$20.0K
Hilltop National Bank300
0.0% of portfolio›$18.9K
Jnba Financial Advisors300
0.0% of portfolio›$18.9K
Activest Wealth Management285
0.0% of portfolio›$18.0K
Westside Investment Management, Inc.242
0.0% of portfolio›$15.4K
Pension & Wealth Management Advisors, Inc.239
0.0% of portfolio›$15.1K
William Mack & Associates, Inc.238
0.0% of portfolio›$15.0K
Towne Trust Company, N.a233
0.0% of portfolio›$14.7K
Richardson Financial Services Inc.220
0.0% of portfolio›$13.9K
Nemes Rush Group LLC216
0.0% of portfolio›$13.6K
Farmers & Merchants Investments Inc206
0.0% of portfolio›$13.0K
Owl Creek Wealth Partners LLC201
0.0% of portfolio›$12.7K
Eastern Bank200
0.0% of portfolio›$12.6K
GoalVest Advisory LLC192
0.0% of portfolio›$12.1K
UMB Private Wealth Management, LLC188
0.0% of portfolio›$11.9K
Fortitude Family Office, LLC185
0.0% of portfolio›$11.7K
Covestor Ltd174
0.0% of portfolio›$11.0K
West Paces Advisors Inc.170
0.0% of portfolio›$10.7K
First Pacific Financial169
0.0% of portfolio›$10.7K
Bangor Savings Bank168
0.0% of portfolio›$10.6K
Holos Integrated Wealth LLC168
0.0% of portfolio›$11.3K
Atwood & Palmer Inc160
0.0% of portfolio›$10.1K
Aventus Investment Advisors, Inc.149
0.0% of portfolio›$9.4K
DT Investment Partners, LLC145
0.0% of portfolio›$9.1K
Center for Financial Planning, Inc.135
0.0% of portfolio›$8.6K
Aspect Partners, LLC128
0.0% of portfolio›$8.1K
First Bancorp, Inc121
0.0% of portfolio›$7.6K
James T. Borello RIA121
0.0% of portfolio›$7.6K
Meriwether Wealth & Planning, LLC121
0.0% of portfolio›$7.6K
Signature Equity Partners, LLC115
0.0% of portfolio›$7.3K
JFS Wealth Advisors, LLC110
0.0% of portfolio›$6.9K
Compass Financial Management LLC109
0.0% of portfolio›$6.9K
Proathlete Wealth Management LLC105
0.0% of portfolio›$6.6K
Avion Wealth103
0.0% of portfolio›$6
Latitude Advisors, LLC100
0.0% of portfolio›$6.3K
Southern Michigan Bank & Trust100
0.0% of portfolio›$6.3K
Rosenberg Matthew Hamilton92
0.0% of portfolio›$5.8K
Lodestone Wealth Management LLC87
0.0% of portfolio›$5.5K
Ascentis Independent Advisors84
0.0% of portfolio›$5.3K
Fairman Group, LLC78
0.0% of portfolio›$4.9K
Bare Financial Services, Inc77
0.0% of portfolio›$4.9K
City State Bank76
0.0% of portfolio›$4.8K
Burk Holdings LLC73
0.0% of portfolio›$4.6K
Tounjian Advisory Partners, LLC72
0.0% of portfolio›$4.5K
GHP Investment Advisors, Inc.68
0.0% of portfolio›$4.3K
American National Bank & Trust67
0.0% of portfolio›$4.2K
SBI Securities Co., Ltd.65
0.0% of portfolio›$4.1K
Birchbrook, Inc.58
0.0% of portfolio›$3.7K
Bell Investment Advisors, Inc58
0.0% of portfolio›$3.7K
IMG Wealth Management, Inc.55
0.0% of portfolio›$3.5K
Highline Wealth Partners LLC53
0.0% of portfolio›$3.3K
Bay Harbor Wealth Management, LLC51
0.0% of portfolio›$3.2K
Birch Financial Group, LLC46
0.0% of portfolio›$2.9K
Marquette Asset Management, LLC46
0.0% of portfolio›$2.9K
Hughes Financial Services, LLC44
0.0% of portfolio›$3.1K
Cape Investment Advisory, Inc.40
0.0% of portfolio›$2.5K
Creative Capital Management Investments LLC38
0.0% of portfolio›$2.4K
Wilkerson Advisory Group LLC37
0.0% of portfolio›$2.3K
GK Wealth Management LLC35
0.0% of portfolio›$2.2K
American Capital Advisory, LLC34
0.0% of portfolio›$2.1K
Main Street Group, LTD34
0.0% of portfolio›$2.1K
Entrust Financial LLC32
0.0% of portfolio›$2.0K
Monetary Solutions, Ltd31
0.0% of portfolio›$2.0K
J.Safra Asset Management Corp29
0.0% of portfolio›$1.8K
Arlington Trust Co LLC29
0.0% of portfolio›$1.8K
Private Wealth Management Group, LLC27
0.0% of portfolio›$1.7K
Financial Consulate, Inc25
0.0% of portfolio›$1.6K
Balance Wealth Partners LLC23
0.0% of portfolio›$1.5K
Community Financial Services Group, LLC20
0.0% of portfolio›$1.3K
Mosley Wealth Management19
0.0% of portfolio›$1.3K
Maseco LLP19
0.0% of portfolio›$1.2K
Birchwood Financial Partners, Inc.18
0.0% of portfolio›$1.1K
Planning Strategies Inc.18
0.0% of portfolio›$1.1K
Cedar Mountain Advisors, LLC17
0.0% of portfolio›$1.1K
Financial Network Wealth Advisors LLC16
0.0% of portfolio›$1.0K
Valley National Advisers Inc16
0.0% of portfolio›$1.0K
Davis Capital Management16
0.0% of portfolio›$1.0K
WestEnd Advisors, LLC15
0.0% of portfolio›$946
Golden State Wealth Management, LLC14
0.0% of portfolio›$883
WPG Advisers, LLC13
0.0% of portfolio›$820
Nvest Wealth Strategies, Inc.12
0.0% of portfolio›$758
Rakuten Securities, Inc.10
0.0% of portfolio›$631
Wolff Wiese Magana LLC10
0.0% of portfolio›$631
Acumen Wealth Advisors, LLC9
0.0% of portfolio›$568
Key Capital Management, Inc9
0.0% of portfolio›$568
Breakwater Investment Management8
0.0% of portfolio›$505
Quaker Wealth Management, LLC8
0.0% of portfolio›$505
North Star Investment Management Corp.8
0.0% of portfolio›$505
Key FInancial Inc7
0.0% of portfolio›$442
Strengthening Families & Communities, LLC6
0.0% of portfolio›$378
Retirement Wealth Solutions LLC6
0.0% of portfolio›$379
Financial Management Professionals, Inc.5
0.0% of portfolio›$315
Nvwm, LLC5
0.0% of portfolio›$315
Salomon & Ludwin, LLC5
0.0% of portfolio›$315
Redwood Park Advisors LLC4
0.0% of portfolio›$253
DecisionPoint Financial, LLC4
0.0% of portfolio›$255
Kingdom Financial Group Llc.3
0.0% of portfolio›$165
Maryland Capital Advisors Inc.1
0.0% of portfolio›$64
Abound Wealth Management1
0.0% of portfolio›$38
TFC Financial Management, Inc.1
0.0% of portfolio›$64
Nfsg Corp1
0.0% of portfolio›$63
StyleTurnoverLocationFiled
Pictet Asset Management Holding SA
4,490,347$283.3M0.3%GrowthMediumCarouge, Switzerland2026-11-03
Parnassus Investments, LLC
2,297,350$144.9M0.4%GrowthMediumSan Francisco, CA2026-10-22
DekaBank Deutsche Girozentrale
1,911,511$121.3M0.5%CoreLowFrankfurt, Hong Kong2026-10-27
Dimensional Fund Advisors LP
1,656,845$104.5M0.0%IndexLowAustin, TX2026-11-04
iA Global Asset Management Inc.
1,556,362$98.2M2.7%GrowthMediumQuebec, Austria2026-10-29
Bahl & Gaynor LLC
1,088,457$68.7M0.3%CoreLowCincinnati, OH2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
1,018,958$64.3M0.0%IndexVery LowTokyo, Mexico2026-11-05
UniSuper Management Pty Ltd
913,602$57.6M0.3%GrowthLowMelbourne, Victoria, China2026-10-26
Assenagon Asset Management S.A.
897,581$56.6M0.1%GrowthHighSenningerberg, Netherlands2026-10-15
Sumitomo Mitsui Trust Group, Inc.
702,418$44.3M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Citigroup Inc
664,990$41.9M0.0%CoreMediumNew York, NY2026-11-04
Miller Howard Investments Inc
547,734$34.6M0.9%YieldMediumKingston, NY2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
500,988$31.6M0.1%CoreLowHarrisburg, PA2026-11-03
Retirement Systems of Alabama
486,261$30.7M0.1%IndexLowMontgomery, AL2026-11-04
RWC Asset Management LLP
442,514$27.9M1.0%YieldMediumLondon, United Kingdom2026-10-22
Strs Ohio
416,194$26.3M0.1%CoreMediumColumbus, OH2026-10-30
Cidel Asset Management Inc
356,564$22.5M1.1%CoreMediumToronto, Australia2026-10-29
Fisher Funds Management LTD
353,356$22.3M0.6%CoreMediumAuckland, Peru2026-10-13
Principal Financial Group Inc
342,715$21.6M0.0%CoreLowDes Moines, IA2026-11-02
Covea Finance
318,650$20.1M0.7%GrowthMediumParis, India2026-10-21
CIBC Asset Management Inc
298,013$18.8M0.0%GARPLowToronto, South Africa2026-11-05
Truist Financial Corp
274,349$17.3M0.0%CoreLowCharlotte, NC2026-10-30
Creative Planning
225,801$14.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Allspring Global Investments Holdings, LLC
220,685$14.0M0.0%CoreMediumCharlotte, NC2026-11-04
Asset Management One Co., Ltd.
205,717$13.0M0.0%IndexVery LowTokyo, Mexico2026-10-27
New York State Teachers Retirement System
204,318$12.9M0.1%CoreVery LowAlbany, NY2026-10-22
Keybank National Association
187,553$11.8M0.0%CoreLowBrooklyn, OH2026-11-04
Artemis Investment Management LLP
181,944$11.5M0.1%GARPHighEdinburgh, United Kingdom2026-10-08
Fjarde Ap-Fonden TH Swedish National Pension Fund
167,146$10.5M0.1%GrowthLowStockholm, Sweden2026-10-15
Nisa Investment Advisors, LLC
159,223$10.0M0.0%IndexVery LowSt. Louis, MO2026-10-20
Mattern Capital Management, LLC
157,308$9.9M1.2%CoreMediumLakewood, CO2026-11-02
Swiss Life Asset Management Ltd
157,253$9.9M0.0%CoreLowZurich, Switzerland2026-11-03
Hennessy Advisors Inc
138,898$8.8M0.3%Deep ValueMediumNovato, CA2026-10-28
B. Metzler seel. Sohn & Co. AG
130,508$8.2M0.1%GrowthMediumFrankfurt, Hong Kong2026-10-30
Assetmark, Inc
116,189$7.3M0.0%ETFLowConcord, CA2026-10-21
Illinois Municipal Retirement Fund
103,782$6.5M0.1%CoreMediumOak Brook, IL2026-11-05
Y-Intercept (Hong Kong) Ltd
99,556$6.3M0.1%ValueVery HighHong Kong, South Korea2026-10-16
IFM Investors Pty Ltd
99,483$6.3M0.0%IndexVery LowMelbourne, China2026-10-14
Wealth Enhancement Advisory Services, LLC
96,100$5.6M0.0%CoreLowPlymouth, MN2026-10-13
Nicholas Company, Inc.
91,145$5.7M0.1%CoreLowMilwaukee, WI2026-11-05
Czech National Bank
90,098$5.7M0.0%IndexVery LowPrague, Bahrain2026-10-13
Mn Services Vermogensbeheer B.V.
89,730$5.7M0.1%CoreVery LowThe Hague, Philippines2026-10-08
State of New Jersey Common Pension Fund D
87,392$5.5M0.0%CoreLowTrenton, NJ2026-11-05
Mirae Asset Global Investments Co., Ltd.
85,064$5.4M0.0%GrowthLowSeoul, Malaysia2026-11-03
Arizona State Retirement System
84,371$5.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Intact Investment Management Inc.
83,280$5.3M0.2%YieldHighMontreal, Austria2026-11-03
State of Michigan Retirement System
78,799$5.0M0.0%IndexLowEast Lansing, MI2026-10-27
SilverOak Wealth Management LLC
66,998$4.2M0.5%ETFVery LowEdina, MN2026-10-29
Hennion & Walsh Asset Management, Inc.
62,158$3.9M0.1%ValueMediumParsippany, NJ2026-10-13
Xponance LLC
61,628$3.9M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Raiffeisen Bank International AG
59,674$3.8M0.0%GrowthMediumVienna, Chile2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
57,535$3.6M0.0%IndexVery LowTokyo, Mexico2026-10-20
Daiwa Securities Group Inc.
57,244$3.6M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Commonwealth Equity Services, LLC
56,005$3.5M0.0%ETFLowWaltham, MA2026-11-02
Rakuten Investment Management, Inc.
55,981$3.6M0.0%ETFMediumTokyo, Mexico2026-10-30
Neos Investment Management LLC
55,874$3.5M0.0%IndexVery LowWestport, CT2026-11-04
Sterling Capital Management LLC
54,156$3.4M0.1%GARPMediumCharlotte, NC2026-10-22
Amalgamated Bank
53,016$3.3M0.1%CoreVery LowNew York, NY2026-10-23
ProShare Advisors LLC
49,831$3.1M0.0%GrowthLowBethesda, MD2026-10-29
Banque Pictet & CIE SA
48,364$3.1M0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Yousif Capital Management, LLC
47,677$3.0M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
OP Asset Management Ltd
47,312$3.0M0.0%GrowthMediumHelsinki, Hungary2026-11-05
MacKenzie Financial Corp
43,722$2.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Kestra Advisory Services, LLC
43,660$2.8M0.0%CoreLowAustin, TX2026-11-02
New York Life Investment Management LLC
43,495$2.7M0.0%GrowthLowNew York, NY2026-11-04
Alps Advisors Inc
41,266$2.6M0.0%YieldLowDenver, CO2026-11-03
HB Wealth Management, LLC
40,231$2.5M0.0%IndexVery LowAtlanta, GA2026-10-23
Atria Investments, Inc
39,004$2.5M0.0%CoreMediumCharlotte, NC2026-10-15
Oregon Public Employees Retirement Fund
38,526$2.4M0.0%IndexVery LowTigard, OR2026-10-30
Fideuram Asset Management (Ireland) dac
38,250$2.8M0.1%CoreHighDublin 1, Lithuania2026-10-29
Summit Global Investments
35,161$2.2M0.6%CoreMediumBountiful, UT2026-10-28
Venture Visionary Partners LLC
33,888$2.1M0.1%CoreLowSylvania, OH2026-10-07
Davenport & Co LLC
33,435$2.1M0.0%CoreMediumRichmond, VA2026-10-14
Sigma Planning Corp
32,576$2.1M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Mutual of America Capital Management LLC
32,053$2.0M0.0%IndexLowNew York, NY2026-10-23
KBC Group NV
30,336$1.9M0.0%CoreMediumBrussels, Czech Republic2026-10-22
State of Alaska, Department of Revenue
29,707$1.9M0.0%CoreVery LowJuneau, AK2026-10-15
Parr Mcknight Wealth Management Group, LLC
29,201$1.8M0.2%CoreMediumMinneapolis, MN2026-10-30
Wedbush Securities Inc
24,730$1.6M0.1%CoreLowPasadena, CA2026-10-22
Ferguson Wellman Capital Management, Inc
24,681$1.6M0.0%CoreLowPortland, OR2026-10-05
Spirit of America Management Corp
24,600$1.6M0.3%GARPLowSyosset, NY2026-10-14
Gulf International Bank (UK) Ltd
23,182$1.5M0.1%CoreVery LowLondon, United Kingdom2026-10-20
Cambridge Investment Research Advisors, Inc.
21,935$1.4M0.0%ETFLowFairfield, IA2026-11-02
TD Private Client Wealth LLC
21,146$1.3M0.0%ETFLowNew York, NY2026-10-28
Blue Water Asset Management
20,649$1.3M0.4%ETFLowGrand Rapids, MI2026-11-04
Crossmark Global Holdings, Inc.
19,395$1.2M0.0%GARPMediumHouston, TX2026-10-21
Portfolio Design Labs, LLC
18,272$1.2M0.2%GrowthMediumEncino, CA2026-11-04
Chicago Partners Investment Group LLC
18,110$1.3M0.0%GARPLowChicago, IL2026-10-27
Fulton Bank, N.A.
17,276$1.1M0.0%CoreLowLancaster, PA2026-10-14
Cox Capital Mgt LLC
17,203$1.1M0.6%GrowthMediumAndover, MA2026-10-07
RIA Advisory Group LLC
17,117$1.1M0.3%ETFHighSioux Falls, SD2026-10-15
Hartford Investment Management Co
16,852$1.1M0.0%IndexVery LowHartford, CT2026-11-04
Prospera Financial Services Inc
16,449$1.2M0.0%CoreMediumDallas, TX2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
16,425$1.0M0.0%CoreMediumKobenhavn, Greece2026-10-22
Ascent Group, LLC
16,262$1.0M0.0%CoreLowVirginia Beach, VA2026-10-30
Vise Technologies, Inc.
15,584$983.0K0.0%IndexLowNew York, NY2026-10-29
ASR Vermogensbeheer N.V.
15,524$979.3K0.0%CoreLowUtrecht, Philippines2026-10-16
Louisiana State Employees Retirement System
15,400$971.4K0.0%IndexLowBaton Rouge, LA2026-10-20
Imc-Chicago, LLC
15,370$969.5K0.0%GARPVery HighChicago, IL2026-11-05
Centennial Wealth Advisory LLC
15,275$963.6K0.2%ETFLowTraverse City, MI2026-10-16
Wilmington Savings Fund Society, FSB
15,215$959.8K0.0%CoreLowWilmington, DE2026-10-23
Mirador Capital Partners LP
14,731$929.2K0.1%GrowthMediumPleasanton, CA2026-10-09
Gamma Investing LLC
14,194$895.4K0.0%IndexVery LowFoster City, CA2026-10-08
Tokio Marine Asset Management Co LTD
14,157$893.0K0.0%GrowthLowTokyo, Mexico2026-10-26
Gateway Investment Advisers LLC
13,060$823.8K0.0%GrowthLowCincinnati, OH2026-10-13
111 Capital
13,055$823.5K0.1%CoreVery HighParis, India2026-11-03
Chesley Taft & Associates LLC
12,731$803.1K0.0%CoreLowChicago, IL2026-10-13
V-Square Quantitative Management LLC
12,621$796.1K0.1%CoreLowChicago, IL2026-10-15
Braeburn Wealth Management LLC
12,595$794.5K0.3%ETFMediumMuskegon, MI2026-10-15
Mather Group, Llc.
12,537$790.8K0.0%ETFMediumChicago, IL2026-10-14
Lido Advisors, LLC
12,487$787.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Caitong International Asset Management Co., Ltd
12,465$786.3K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
Brighton Jones LLC
11,749$741.1K0.0%CoreVery LowSeattle, WA2026-11-03
Greenleaf Trust
11,686$737.2K0.0%CoreLowKalamazoo, MI2026-10-29
Aaron Wealth Advisors LLC
11,494$725.0K0.0%GrowthMediumChicago, IL2026-10-13
Indivisible Partners
11,266$710.7K0.0%GrowthMediumClearwater, FL2026-10-26
Raleigh Capital Management Inc.
10,973$692.2K0.2%CoreMediumCary, NC2026-10-28
Jmac Enterprises LLC
10,900$687.6K0.1%ETFVery LowNewtown, PA2026-10-30
Leonteq Securities AG
10,805$681.6K0.0%CoreHighZurich, Switzerland2026-10-29
AlphaCore Capital LLC
10,774$679.6K0.0%ETFLowLa Jolla, CA2026-11-04
Moody National Bank Trust Division
10,385$655.1K0.1%CoreMediumGalveston, TX2026-10-06
Citizens Financial Group Inc
10,336$652.0K0.0%GrowthLowProvidence, RI2026-10-23
BLB&B Advisors, LLC
10,070$635.2K0.0%ETFLowMontgomeryville, PA2026-10-27
Apollon Wealth Management, LLC
9,987$630.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Ethic Inc.
9,964$628.5K0.0%CoreLowNew York, NY2026-11-03
NorthCrest Asset Manangement, LLC
9,779$638.9K0.0%GrowthLowPlymouth, MN2026-10-13
North Dakota State Investment Board
9,460$596.7K0.0%GrowthMediumBismarck, ND2026-10-27
Profund Advisors LLC
9,402$593.1K0.0%GrowthLowBethesda, MD2026-10-29
Choreo, LLC
9,224$581.9K0.0%IndexLowRockford, IL2026-10-28
Finer Wealth Management, Inc.
9,000$567.7K0.2%GrowthLowSalem, MA2026-10-16
Signaturefd, LLC
8,926$563.1K0.0%IndexLowAtlanta, GA2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
8,660$546.3K0.0%IndexLowCopenhagen O, Greece2026-10-19
NLB Skladi, upravljanje premozenja, d.o.o.
8,125$512.5K0.0%GrowthLowLjubljana, Andorra2026-10-22
Verdence Capital Advisors LLC
7,977$503.2K0.0%CoreMediumHunt Valley, MD2026-10-26
Crestwood Advisors Group, LLC
7,897$498.2K0.0%GrowthLowBoston, MA2026-10-27
Certuity, LLC
7,841$494.6K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Boit C F David
7,800$492.0K0.2%CoreVery LowBoston, MA2026-10-29
Segment Wealth Management, LLC
7,533$475.2K0.0%CoreLowHouston, TX2026-10-26
Krilogy Financial LLC
7,391$486.8K0.0%GrowthLowSt. Louis, MO2026-10-13
AGF Management LTD
7,155$451.3K0.0%GrowthHighToronto, Australia2026-11-03
Plante Moran Financial Advisors, LLC
7,153$451.2K0.0%ETFVery LowSouthfield, MI2026-11-04
Acorn Wealth Advisors, LLC
6,561$413.8K0.1%ETFLowGrand Blanc, MI2026-10-19
Root Financial Partners, LLC
6,431$405.7K0.0%ETFMediumEncinitas, CA2026-10-21
Frank, Rimerman Advisors LLC
6,302$397.5K0.0%GrowthLowPalo Alto, CA2026-10-16
Fourpath Capital Management, LLC
6,248$394.1K0.1%CoreMediumOklahoma City, OK2026-10-19
Accurate Wealth Management, LLC
6,096$404.1K0.0%CoreMediumWesley Chapel, FL2026-10-20
EverSource Wealth Advisors, LLC
6,045$381.3K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
6,003$378.7K0.0%IndexLowSan Francisco, CA2026-10-08
HUB Investment Partners, LLC
5,787$365.1K0.0%GrowthLowAustin, TX2026-11-03
Argonautica Private Wealth Management, Inc
5,740$362.1K0.1%GrowthLowWellesley, MA2026-11-02
Conning Inc.
5,661$357.1K0.0%CoreMediumHartford, CT2026-10-27
Tema Etfs LLC
5,491$346.4K0.0%GrowthMediumNew York, NY2026-10-16
Strategy Asset Managers LLC
5,483$345.9K0.1%CoreLowPasadena, CA2026-10-14
Parallel Advisors, LLC
5,412$341.4K0.0%IndexLowSan Francisco, CA2026-11-03
Bison Wealth, LLC
5,405$356.0K0.0%GrowthMediumAtlanta, GA2026-10-13
First American Bank
5,274$332.7K0.0%GrowthVery LowDundee, IL2026-10-27
Vontobel Holding Ltd.
5,089$321.0K0.0%CoreMediumZurich, Switzerland2026-10-16
D.A. Davidson & Co.
5,060$319.2K0.0%CoreLowGreat Falls, MT2026-10-28
Chatham Capital Group, Inc.
5,032$317.4K0.0%CoreLowSavannah, GA2026-10-16
Silverleafe Capital Partners, LLC
5,000$315.4K0.1%CoreMediumGermantown, TN2026-10-02
M Holdings Securities, Inc.
4,971$3520.0%ETFHighPortland, OR2026-11-03
Concurrent Investment Advisors, LLC
4,965$313.2K0.0%GrowthMediumTampa, FL2026-10-16
Samalin Investment Counsel, LLC
4,902$309.2K0.1%YieldMediumChappaqua, NY2026-10-23
Fifth Third Wealth Advisors LLC
4,766$300.7K0.0%IndexVery LowCincinnati, OH2026-10-22
Sowell Financial Services LLC
4,714$297.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Oxler Private Wealth LLC
4,520$285.1K0.1%GrowthVery LowRye Brook, NY2026-10-21
Procyon Advisors, LLC
4,509$284.4K0.0%CoreVery LowShelton, CT2026-10-21
Evansbrook LLC
4,499$283.8K0.2%GrowthLowBolingbrook, IL2026-10-16
Daymark Wealth Partners, LLC
4,430$279.4K0.0%CoreLowCincinnati, OH2026-11-04
Evergreen Capital Management LLC
4,425$279.1K0.0%GARPMediumBellevue, WA2026-10-23
Trust Co of the South
4,404$277.8K0.0%ETFLowGreensboro, NC2026-10-21
Simplex Trading, LLC
4,367$275.5K0.0%CoreVery HighChicago, IL2026-11-04
CoreCap Advisors, LLC
4,351$274.5K0.0%ETFMediumSouthfield, MI2026-10-08
Pinnacle Wealth Management Group, Inc.
4,345$274.1K0.1%ETFMediumPlymouth, MI2026-10-15
Carrera Capital Advisors
4,273$269.6K0.0%ETFMediumTroy, MI2026-11-03
CX Institutional
4,146$2620.0%CoreMediumAuburn, IN2026-10-02
MGO One Seven LLC
4,098$258.5K0.0%GrowthLowBeachwood, OH2026-10-28
StoneX Group Inc.
4,091$278.4K0.0%ETFMediumNew York, NY2026-11-03
MBL Wealth, LLC
4,082$257.5K0.0%ETFLowCharlotte, NC2026-10-22
Diversify Advisory Services, LLC
4,080$273.1K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
4,080$273.1K0.0%GrowthMediumSandy, UT2026-10-20
Oppenheimer & Co Inc
4,065$256.4K0.0%CoreLowNew York, NY2026-10-26
Wedmont Private Capital
4,057$265.1K0.0%IndexVery LowWest Chester, PA2026-10-09
Quadrant Capital Group LLC
4,035$267.5K0.0%CoreLowCincinnati, OH2026-10-20
Park Avenue Securities LLC
4,034$254.0K0.0%ETFMediumNew York, NY2026-10-26
Larson Financial Group LLC
4,024$253.8K0.0%GrowthLowSt Louis, MO2026-11-05
Oslo Pensjonsforsikring AS
3,918$247.1K0.0%ValueLowOslo, Norway2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
3,802$239.8K0.0%GrowthVery LowSeattle, WA2026-10-27
Blue Trust, Inc.
3,653$230.4K0.0%ETFLowBrentwood, TN2026-10-15
VestGen Advisors, LLC
3,653$230.4K0.0%GrowthMediumChicago, IL2026-10-27
Midwest Trust Co
3,607$227.5K0.0%CoreLowOverland Park, KS2026-10-22
Trust Co of Toledo NA
3,533$222.9K0.0%GrowthVery LowHolland, OH2026-10-16
Capital Investment Advisors, LLC
3,478$219.4K0.0%CoreLowAtlanta, GA2026-10-22
TD Waterhouse Canada Inc.
3,473$221.2K0.0%CoreLowToronto, Australia2026-10-16
Sagespring Wealth Partners, LLC
3,463$218.4K0.0%ETFLowFranklin, TN2026-10-22
MassMutual Private Wealth & Trust, FSB
3,458$218.1K0.0%CoreLowSpringfield, MA2026-10-05
First Bank & Trust
3,435$216.7K0.0%CoreLowBrookings, SD2026-10-19
Stiles Financial Services Inc
3,396$214.2K0.1%GrowthLowEdina, MN2026-10-30
Kestra Private Wealth Services, LLC
3,381$213.3K0.0%GrowthLowAustin, TX2026-10-30
Trilogy Capital Inc.
3,353$211.5K0.0%ETFMediumIrvine, CA2026-10-20
Laurel OAK Wealth Management, LLC
3,310$208.8K0.0%GrowthLowMarlton, NJ2026-10-19
Essex Bank
3,269$206.2K0.0%CoreLowEssex, CT2026-10-16
Private Trust Co NA
3,182$200.7K0.0%CoreLowCleveland, OH2026-10-20
Gen-Wealth Partners Inc
3,131$197.5K0.1%CoreLowZeeland, MI2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
2,470$155.8K0.3%GrowthMediumIndianapolis, IN2026-10-14
Oakworth Capital, Inc.
1,549$97.7K0.0%ETFLowBirmingham, AL2026-10-26
Exchange Traded Concepts, LLC
1,536$96.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
MeadowBrook Investment Advisors LLC
1,500$105.5K0.1%CoreLowLivonia, MI2026-10-29
Pinnacle Wealth Planning Services, Inc.
1,470$92.7K0.0%GARPLowMansfield, OH2026-10-27
Costello Asset Management, Inc
1,408$88.8K0.0%CoreLowFeasterville, PA2026-10-30
First Financial Corp
1,405$88.6K0.0%CoreVery LowTerre Haute, IN2026-10-13
Bokf, NA
1,360$85.8K0.0%CoreLowTulsa, OK2026-10-27
Tobam
1,353$85.0K0.1%ValueHighParis, India2026-11-03
Essential Partners LLC
1,345$84.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Versant Capital Management, Inc
1,298$81.9K0.0%GARPLowPhoenix, AZ2026-10-02
Spire Wealth Management
1,192$75.2K0.0%GrowthMediumMclean, VA2026-10-30
Elevated Capital Advisors, LLC
1,174$74.0K0.0%ETFMediumSandy, UT2026-11-04
Parkside Financial Bank & Trust
1,128$71.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Cranbrook Wealth Management, LLC
1,113$70.2K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
IFP Advisors, Inc
1,112$70.1K0.0%GrowthLowTampa, FL2026-10-16
RHL Group, LLC
1,108$69.9K0.0%ETFVery HighHolly, MI2026-11-04
Montag A & Associates Inc
1,100$69.4K0.0%CoreLowAtlanta, GA2026-10-29
Caldwell Trust Co
1,087$68.6K0.0%GrowthLowVenice, FL2026-10-30
University of Texas S AM Investment Management Co
1,080$68.1K0.0%CoreHighAustin, TX2026-11-03
Elyxium Wealth, LLC
1,073$67.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Grove Bank & Trust
1,072$67.6K0.0%ETFLowMiami, FL2026-10-08
Lloyd Advisory Services, Llc.
1,033$65.2K0.0%ETFVery HighSuwanee, GA2026-11-02
Cassaday & Co Wealth Management LLC
982$61.9K0.0%ETFVery LowMclean, VA2026-10-27
SJS Investment Consulting Inc.
932$58.8K0.0%ETFVery LowSylvania, OH2026-10-26
Robbins Farley
800$50.5K0.0%CoreMediumBedford, NH2026-10-21
Quest 10 Wealth Builders, Inc.
797$50.3K0.0%ETFLowFuquay-Varina, VA2026-11-02
Cromwell Holdings LLC
783$49.4K0.0%IndexLowJackson, WY2026-10-28
Deseret Mutual Benefit Administrators
764$48.2K0.0%CoreMediumSalt Lake City, UT2026-11-04
Physician Wealth Advisors, Inc.
710$44.8K0.0%ETFMediumMidvale, UT2026-10-20
Bayforest Capital Ltd
681$43.0K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
True Wealth Design, LLC
661$41.7K0.0%ETFMediumAkron, OH2026-10-13
Lanark Financial, Inc.
642$40.5K0.0%CoreMediumBirmingham, AL2026-10-26
Buck Wealth Strategies, LLC
620$39.1K0.0%ValueMediumDenver, CO2026-10-28
Manchester Capital Management LLC
615$38.8K0.0%CoreLowManchester, VT2026-10-22
Dorato Capital Management
525$34.2K0.0%ValueVery LowDenver, CO2026-10-08
Trust Co of Vermont
483$30.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Nova Financial LLC
457$28.8K0.0%N/AN/ATucson, AZ2026-11-04
Ares Financial Consulting, LLC
453$28.6K0.0%CoreLowCalabasas, CA2026-10-19
Elevation Wealth Partners, LLC
443$27.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Independence Bank of Kentucky
425$26.8K0.0%GrowthLowOwensboro, KY2026-10-26
DiNuzzo Private Wealth, Inc.
414$26.1K0.0%ETFLowBeaver, PA2026-10-16
Silver Grove Financial Group, Inc.
405$25.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Harel Insurance Investments & Financial Services Ltd.
396$25.0K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Rossby Financial, LCC
352$22.2K0.0%ETFMediumMelbourne, FL2026-11-05
MV Capital Management, Inc.
343$21.6K0.0%ETFLowBethesda, MD2026-10-29
Capital Advisors, Ltd. LLC
336$21.0K0.0%ETFLowShaker Heights, OH2026-10-27
Harbor Investment Advisory, LLC
336$21.2K0.0%GrowthLowLutherville, MD2026-10-13
Provenance Wealth Advisors, LLC
328$20.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Ascentis Wealth Management, LLC
327$20.6K0.0%Agg GrowthLowDallas, TX2026-11-03
First Horizon Corp
317$20.0K0.0%CoreLowMemphis, TN2026-10-26
Hilltop National Bank
300$18.9K0.0%CoreLowCasper, WY2026-10-14
Jnba Financial Advisors
300$18.9K0.0%ETFMediumBloomington, MN2026-11-03
Activest Wealth Management
285$18.0K0.0%ETFLowAventura, FL2026-10-15
Westside Investment Management, Inc.
242$15.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Pension & Wealth Management Advisors, Inc.
239$15.1K0.0%ETFLowWaltham, MA2026-10-16
William Mack & Associates, Inc.
238$15.0K0.0%ETFLowTroy, MI2026-10-27
Towne Trust Company, N.a
233$14.7K0.0%CoreLowNewport News, VA2026-10-28
Richardson Financial Services Inc.
220$13.9K0.0%GrowthMediumMedway, MA2026-10-30
Nemes Rush Group LLC
216$13.6K0.0%CoreVery LowNovi, MI2026-11-04
Farmers & Merchants Investments Inc
206$13.0K0.0%CoreVery LowLincoln, NE2026-10-22
Owl Creek Wealth Partners LLC
201$12.7K0.0%IndexLowGreenwood Village, CO2026-10-20
Eastern Bank
200$12.6K0.0%GrowthMediumBoston, MA2026-10-05
GoalVest Advisory LLC
192$12.1K0.0%ETFMediumNew York, NY2026-10-02
UMB Private Wealth Management, LLC
188$11.9K0.0%GrowthN/AKansas City, MO2026-10-19
Fortitude Family Office, LLC
185$11.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Covestor Ltd
174$11.0K0.0%ValueHighLondon, United Kingdom2026-10-30
West Paces Advisors Inc.
170$10.7K0.0%ETFLowAtlanta, GA2026-10-13
First Pacific Financial
169$10.7K0.0%ETFLowVancouver, WA2026-10-14
Bangor Savings Bank
168$10.6K0.0%ETFLowBangor, ME2026-10-06
Holos Integrated Wealth LLC
168$11.3K0.0%ETFLowKennett Square, PA2026-10-23
Atwood & Palmer Inc
160$10.1K0.0%CoreVery LowKansas City, MO2026-10-08
Aventus Investment Advisors, Inc.
149$9.4K0.0%ETFLowNaples, FL2026-10-09
DT Investment Partners, LLC
145$9.1K0.0%ETFVery LowChadds Ford, PA2026-10-27
Center for Financial Planning, Inc.
135$8.6K0.0%ETFLowSouthfied, MI2026-10-26
Aspect Partners, LLC
128$8.1K0.0%ETFMediumFairfax, VA2026-10-20
First Bancorp, Inc
121$7.6K0.0%ValueVery LowDamariscotta, ME2026-10-26
James T. Borello RIA
121$7.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Meriwether Wealth & Planning, LLC
121$7.6K0.0%ETFMediumMinden, LA2026-10-13
Signature Equity Partners, LLC
115$7.3K0.0%GrowthMediumColumbus, OH2026-10-29
JFS Wealth Advisors, LLC
110$6.9K0.0%ETFVery LowHermitage, PA2026-11-03
Compass Financial Management LLC
109$6.9K0.0%CoreN/ATampa, FL2026-10-30
Proathlete Wealth Management LLC
105$6.6K0.0%ETFVery LowBoca Raton, FL2026-10-15
Avion Wealth
103$60.0%ETFLowThe Woodlands, TX2026-11-04
Latitude Advisors, LLC
100$6.3K0.0%ETFLowYorkville, IL2026-10-27
Southern Michigan Bank & Trust
100$6.3K0.0%ETFLowColdwater, MI2026-10-19
Rosenberg Matthew Hamilton
92$5.8K0.0%ETFVery LowGrand Junction, CO2026-10-05
Lodestone Wealth Management LLC
87$5.5K0.0%CoreLowSpokane, WA2026-10-14
Ascentis Independent Advisors
84$5.3K0.0%ETFLowDallas, TX2026-11-03
Fairman Group, LLC
78$4.9K0.0%ETFLowChesterbrook, PA2026-10-26
Bare Financial Services, Inc
77$4.9K0.0%ETFVery LowGap, PA2026-11-04
City State Bank
76$4.8K0.0%GrowthVery LowNorwalk, IA2026-10-20
Burk Holdings LLC
73$4.6K0.0%ETFVery LowTulsa, OK2026-11-05
Tounjian Advisory Partners, LLC
72$4.5K0.0%GrowthHighFort Myers, FL2026-11-04
GHP Investment Advisors, Inc.
68$4.3K0.0%CoreVery LowDenver, CO2026-10-15
American National Bank & Trust
67$4.2K0.0%CoreVery LowWichita Falls, TX2026-10-07
SBI Securities Co., Ltd.
65$4.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Birchbrook, Inc.
58$3.7K0.0%ETFLowBangor, ME2026-10-14
Bell Investment Advisors, Inc
58$3.7K0.0%ETFVery LowOrinda, CA2026-10-29
IMG Wealth Management, Inc.
55$3.5K0.0%ETFMediumJacksonville, FL2026-10-27
Highline Wealth Partners LLC
53$3.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Bay Harbor Wealth Management, LLC
51$3.2K0.0%ETFMediumHunt Valley, MD2026-11-03
Birch Financial Group, LLC
46$2.9K0.0%CoreLowKeene, NH2026-10-27
Marquette Asset Management, LLC
46$2.9K0.0%ETFVery LowMinneapolis, MN2026-10-09
Hughes Financial Services, LLC
44$3.1K0.0%ETFLowHerndon, VA2026-10-30
Cape Investment Advisory, Inc.
40$2.5K0.0%ETFLowMcdonough, GA2026-10-13
Creative Capital Management Investments LLC
38$2.4K0.0%ETFLowSan Diego, CA2026-10-28
Wilkerson Advisory Group LLC
37$2.3K0.0%ETFMediumColumbia, MO2026-10-20
GK Wealth Management LLC
35$2.2K0.0%GARPVery HighReno, NV2026-10-09
American Capital Advisory, LLC
34$2.1K0.0%ETFLowKetchum, ID2026-10-28
Main Street Group, LTD
34$2.1K0.0%ETFMediumGlen Allen, VA2026-10-28
Entrust Financial LLC
32$2.0K0.0%ETFLowWayne, PA2026-11-04
Monetary Solutions, Ltd
31$2.0K0.0%ETFVery LowDayton, OH2026-10-22
J.Safra Asset Management Corp
29$1.8K0.0%ETFLowNew York, NY2026-11-03
Arlington Trust Co LLC
29$1.8K0.0%ETFMediumBirmingham, AL2026-10-20
Private Wealth Management Group, LLC
27$1.7K0.0%ETFLowPrinceton, NJ2026-10-19
Financial Consulate, Inc
25$1.6K0.0%ETFLowHunt Valley, MD2026-10-23
Balance Wealth Partners LLC
23$1.5K0.0%ETFMediumWorthington, OH2026-10-27
Community Financial Services Group, LLC
20$1.3K0.0%GrowthLowNewport, VT2026-10-15
Mosley Wealth Management
19$1.3K0.0%ETFHighAnaheim, CA2026-10-16
Maseco LLP
19$1.2K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Birchwood Financial Partners, Inc.
18$1.1K0.0%ETFVery LowBloomington, MN2026-11-02
Planning Strategies Inc.
18$1.1K0.0%ETFN/ALancaster, PA2026-10-02
Cedar Mountain Advisors, LLC
17$1.1K0.0%ETFVery LowLake Oswego, OR2026-10-15
Financial Network Wealth Advisors LLC
16$1.0K0.0%ETFLowMurray, UT2026-10-28
Valley National Advisers Inc
16$1.0K0.0%ETFLowBethlehem, PA2026-10-23
Davis Capital Management
16$1.0K0.0%CoreLowJacksonville, FL2026-10-08
WestEnd Advisors, LLC
15$9460.0%ETFMediumCharlotte, NC2026-10-27
Golden State Wealth Management, LLC
14$8830.0%ETFMediumSanta Ana, CA2026-11-02
WPG Advisers, LLC
13$8200.0%CoreLowBaltimore, MD2026-10-27
Nvest Wealth Strategies, Inc.
12$7580.0%ETFVery LowPowell, OH2026-10-14
Rakuten Securities, Inc.
10$6310.0%Agg GrowthHighTokyo, Mexico2026-11-02
Wolff Wiese Magana LLC
10$6310.0%GrowthLowCarslbad, CA2026-10-15
Acumen Wealth Advisors, LLC
9$5680.0%GrowthHighChattanooga, TN2026-11-05
Key Capital Management, Inc
9$5680.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Breakwater Investment Management
8$5050.0%ETFLowSeattle, WA2026-10-20
Quaker Wealth Management, LLC
8$5050.0%ETFMediumMoorestown, NJ2026-10-22
North Star Investment Management Corp.
8$5050.0%CoreLowChicago, IL2026-10-27
Key FInancial Inc
7$4420.0%ETFLowWest Chester, PA2026-11-02
Strengthening Families & Communities, LLC
6$3780.0%CoreMediumBoston, MA2026-10-21
Retirement Wealth Solutions LLC
6$3790.0%ETFLowMarshfield, WI2026-10-07
Financial Management Professionals, Inc.
5$3150.0%ETFMediumAustin, TX2026-10-23
Nvwm, LLC
5$3150.0%GrowthMediumYardley, PA2026-10-14
Salomon & Ludwin, LLC
5$3150.0%ETFVery LowRichmond, VA2026-10-29
Redwood Park Advisors LLC
4$2530.0%ETFVery LowRedwood City, CA2026-11-02
DecisionPoint Financial, LLC
4$2550.0%ETFVery LowMesa, AZ2026-10-27
Kingdom Financial Group Llc.
3$1650.0%ETFMediumPeoria, AZ2026-11-04
Maryland Capital Advisors Inc.
1$640.0%ETFVery LowChester, MD2026-10-15
Abound Wealth Management
1$380.0%ETFVery LowFranklin, TN2026-10-26
TFC Financial Management, Inc.
1$640.0%ETFVery LowBoston, MA2026-10-26
Nfsg Corp
1$630.0%Agg GrowthMediumBoca Raton, FL2026-10-15