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Caretrust REIT Inc (CTRE)

CUSIP: 14174T107 | NYSE | Real Estate · REIT - Healthcare Facilities | Mid Cap | 1117 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.37,151,82415.7%New 5%+ stakeSep 30, 202640,725,896 sh (Jun 30, 2026)
13G/ACohen & Steers, Inc.
with Cohen & Steers Capital Management, Inc., Cohen & Steers Ireland Limited, Cohen & Steers UK Limited, +1 more
11,036,1504.7%Newly reportedJul 31, 2026No 13F filer matched
13G/ABlackRock, Inc.37,151,824
15.7% of class · Sep 30, 2026New 5%+ stake
40,725,896 sh (Jun 30, 2026)
13G/ACohen & Steers, Inc.11,036,150
4.7% of class · Jul 31, 2026Newly reported
with Cohen & Steers Capital Management, Inc., Cohen & Steers Ireland Limited, Cohen & Steers UK Limited, +1 more
No 13F filer matched

Institutional Holders — Q3 2026

Daiwa Securities Group Inc.3,859,862
0.3% of portfolio›$141.2M
Dimensional Fund Advisors LP3,643,504
0.0% of portfolio›$133.3M
Bank of New York Mellon Corp2,457,716
0.0% of portfolio›$89.9M
Copeland Capital Management, LLC1,653,827
1.4% of portfolio›$60.5M
Allspring Global Investments Holdings, LLC1,174,549
0.1% of portfolio›$42.2M
Russell Investments Group, Ltd.1,141,279
0.0% of portfolio›$41.7M
Principal Financial Group Inc1,020,790
0.0% of portfolio›$37.3M
Asset Management One Co., Ltd.419,804
0.0% of portfolio›$15.4M
Barclays PLC397,435
0.0% of portfolio›$14.5M
Strs Ohio367,800
0.0% of portfolio›$13.5M
LPL Financial LLC262,774
0.0% of portfolio›$9.6M
MacKenzie Financial Corp248,362
0.0% of portfolio›$9.1M
Retirement Systems of Alabama243,723
0.0% of portfolio›$8.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS230,757
0.0% of portfolio›$8.4M
Sumitomo Mitsui Trust Group, Inc.228,507
0.0% of portfolio›$8.4M
Mitsubishi UFJ Asset Management Co., Ltd.220,929
0.0% of portfolio›$8.1M
New York State Teachers Retirement System218,542
0.0% of portfolio›$8.0M
Citigroup Inc207,910
0.0% of portfolio›$7.6M
Virginia Retirement Systems ET Al203,991
0.0% of portfolio›$7.5M
State of New Jersey Common Pension Fund D187,181
0.0% of portfolio›$6.8M
Thrivent Financial for Lutherans171,176
0.0% of portfolio›$6.3M
State of Alaska, Department of Revenue170,515
0.1% of portfolio›$6.2M
Mutual of America Capital Management LLC166,039
0.1% of portfolio›$6.1M
Lightrock Netherlands B.V.154,943
2.5% of portfolio›$11.9M
DekaBank Deutsche Girozentrale135,419
0.0% of portfolio›$5.0K
Castellan Group131,610
0.6% of portfolio›$4.8M
Gagnon Securities LLC129,955
0.8% of portfolio›$4.8M
Creative Planning113,154
0.0% of portfolio›$4.1M
Hennion & Walsh Asset Management, Inc.101,203
0.1% of portfolio›$3.7M
Amalgamated Bank101,014
0.1% of portfolio›$3.7M
Vert Asset Management LLC90,230
1.0% of portfolio›$3.3M
Capital Square, LLC87,380
1.4% of portfolio›$3.2M
Community Trust & Investment Co85,689
0.2% of portfolio›$3.1M
CPC Advisors, LLC82,029
0.4% of portfolio›$3.0M
Louisiana State Employees Retirement System70,200
0.0% of portfolio›$2.6M
Yousif Capital Management, LLC68,837
0.0% of portfolio›$2.5M
Arizona State Retirement System66,526
0.0% of portfolio›$2.4M
Andrew Hill Investment Advisors, Inc.65,543
1.9% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.64,262
0.0% of portfolio›$2.4M
Sumitomo Mitsui DS Asset Management Company, Ltd63,539
0.0% of portfolio›$2.3M
Kestra Advisory Services, LLC58,334
0.0% of portfolio›$2.1M
State of Michigan Retirement System55,400
0.0% of portfolio›$2.0M
Vanderbilt University52,153
0.2% of portfolio›$1.9M
Oregon Public Employees Retirement Fund48,900
0.0% of portfolio›$1.8M
Assetmark, Inc47,868
0.0% of portfolio›$1.8M
New Mexico Educational Retirement Board47,700
0.1% of portfolio›$1.7M
Knights of Columbus Asset Advisors LLC47,498
0.1% of portfolio›$1.7M
IFM Investors Pty Ltd47,349
0.0% of portfolio›$1.7M
Achmea Investment Management B.V.43,111
0.0% of portfolio›$1.6M
D.A. Davidson & Co.42,676
0.0% of portfolio›$1.6M
Washington Growth Strategies LLC40,676
0.8% of portfolio›$1.5M
Jackson Creek Investment Advisors LLC40,645
1.1% of portfolio›$1.5M
Trust Co of Toledo NA40,597
0.1% of portfolio›$1.5M
Moody National Bank Trust Division39,327
0.1% of portfolio›$1.4M
ProShare Advisors LLC39,182
0.0% of portfolio›$1.4M
Y-Intercept (Hong Kong) Ltd38,614
0.0% of portfolio›$1.4M
Pensionfund PDN38,000
0.8% of portfolio›$1.4K
Pictet Asset Management Holding SA35,453
0.0% of portfolio›$1.3M
New York Life Investment Management LLC35,216
0.0% of portfolio›$1.3M
Evergreen Capital Management LLC34,254
0.0% of portfolio›$1.3M
Xponance LLC33,643
0.0% of portfolio›$1.2M
Sterling Capital Management LLC32,807
0.0% of portfolio›$1.2M
Wealth Enhancement Advisory Services, LLC32,565
0.0% of portfolio›$1.2M
Kestra Private Wealth Services, LLC32,083
0.0% of portfolio›$1.2M
Valicenti Advisory Services Inc32,060
0.6% of portfolio›$1.2M
Moran Wealth Management, LLC31,939
0.0% of portfolio›$1.2M
Vise Technologies, Inc.31,784
0.0% of portfolio›$1.2M
Spirit of America Management Corp30,000
0.2% of portfolio›$1.1M
UniSuper Management Pty Ltd28,900
0.0% of portfolio›$1.1M
Gateway Investment Advisers LLC26,375
0.0% of portfolio›$964.8K
Legacy Bridge, LLC25,842
0.3% of portfolio›$945.3K
Verdence Capital Advisors LLC25,104
0.0% of portfolio›$918.3K
Bailard, Inc.25,000
0.0% of portfolio›$914.5K
Concurrent Investment Advisors, LLC23,859
0.0% of portfolio›$872.8K
Truist Financial Corp23,398
0.0% of portfolio›$855.9K
Harbor Capital Advisors, Inc.23,277
0.1% of portfolio›$851.0K
XML Financial, LLC22,735
0.1% of portfolio›$831.6K
Sound Income Strategies, LLC21,482
0.0% of portfolio›$768.9K
Commonwealth Equity Services, LLC20,917
0.0% of portfolio›$765.2K
Milestone Asset Management, LLC20,800
0.1% of portfolio›$760.9K
MBM Wealth Consultants, LLC19,244
0.1% of portfolio›$703.9K
Oppenheimer Asset Management Inc.19,117
0.0% of portfolio›$699.3K
Pensionfund Sabic19,000
0.8% of portfolio›$695
Eurizon Capital SGR S.p.A.18,758
0.0% of portfolio›$687.3K
Seelaus Asset Management LLC18,091
0.5% of portfolio›$661.8K
Natixis18,000
0.0% of portfolio›$658.4K
Securian Asset Management, Inc17,359
0.0% of portfolio›$635.0K
Lido Advisors, LLC16,132
0.0% of portfolio›$590.1K
Swiss Life Asset Management Ltd15,703
0.0% of portfolio›$574.4K
Exchange Traded Concepts, LLC15,508
0.0% of portfolio›$567.3K
Angeles Wealth Management, LLC15,033
0.0% of portfolio›$555.8K
LBP AM SA14,849
0.0% of portfolio›$543.2K
Eddie Patel Inc14,700
0.3% of portfolio›$537.7K
Elevation Point Wealth Partners, LLC14,558
0.0% of portfolio›$533.1K
Atria Investments, Inc13,316
0.0% of portfolio›$487.1K
Inspire Investing, LLC12,829
0.0% of portfolio›$469.3K
PNC Financial Services Group, Inc.12,226
0.0% of portfolio›$447.2K
Praxis Investment Management Inc11,472
0.0% of portfolio›$420.0K
Nations Financial Group Inc,11,113
0.0% of portfolio›$406.5K
Nisa Investment Advisors, LLC10,982
0.0% of portfolio›$406.0K
Balance Wealth Partners LLC10,926
0.1% of portfolio›$399.7K
Abel Hall, LLC10,887
0.1% of portfolio›$398.2K
Values First Advisors, Inc.10,685
0.2% of portfolio›$390.9K
Park Avenue Securities LLC9,977
0.0% of portfolio›$365.0K
1620 Investment Advisors, Inc.9,922
0.2% of portfolio›$362.9K
Profund Advisors LLC9,898
0.0% of portfolio›$362.1K
OFI Invest Asset Management9,888
0.0% of portfolio›$318.4K
MGO One Seven LLC9,603
0.0% of portfolio›$351.3K
Fifth Third Bancorp9,591
0.0% of portfolio›$350.8K
Gamma Investing LLC9,228
0.0% of portfolio›$337.6K
US Bancorp \de\9,144
0.0% of portfolio›$334.5K
James Investment Research, Inc.8,618
0.0% of portfolio›$315.2K
RFG Advisory, LLC8,167
0.0% of portfolio›$298.8K
Bokf, NA8,096
0.0% of portfolio›$296.2K
Frank, Rimerman Advisors LLC7,813
0.0% of portfolio›$285.8K
Stackstone Wealth, LLC7,702
0.0% of portfolio›$281.7K
Wealth Quarterback LLC7,673
0.1% of portfolio›$280.7K
Ethic Inc.7,371
0.0% of portfolio›$269.6K
KBC Group NV7,317
0.0% of portfolio›$268.0K
AlphaCore Capital LLC7,253
0.0% of portfolio›$265.3K
Mirae Asset Global Investments Co., Ltd.7,168
0.0% of portfolio›$262.2K
Moody Lynn Lieberson & Walker, LLC7,022
0.0% of portfolio›$256.9K
Yorktown Management & Research Co Inc7,000
0.2% of portfolio›$256.1K
Signaturefd, LLC6,959
0.0% of portfolio›$254.6K
CIBC Asset Management Inc6,881
0.0% of portfolio›$251.7K
Advisortrust Partners, LLC6,723
0.1% of portfolio›$245.9K
Personal CFO Solutions, LLC6,611
0.0% of portfolio›$244.4K
Independent Financial Group, LLC6,544
0.0% of portfolio›$239.4K
Catalyst Financial Partners LLC6,112
0.0% of portfolio›$223.6K
Archer Investment Corp6,044
0.0% of portfolio›$221.1K
Prudent Man Advisors, LLC6,031
0.1% of portfolio›$220.6K
Parallel Advisors, LLC5,847
0.0% of portfolio›$213.9K
Choreo, LLC5,846
0.0% of portfolio›$213.9K
Caitong International Asset Management Co., Ltd5,786
0.0% of portfolio›$211.7K
Innova Wealth Partners5,616
0.1% of portfolio›$205.4K
Trust Point Inc.5,566
0.0% of portfolio›$203.6K
Franchise GP Ltd5,390
0.1% of portfolio›$197.2K
Farther Finance Advisors, LLC5,330
0.0% of portfolio›$195.0K
Ninety One UK Ltd5,266
0.0% of portfolio›$192.6K
Allworth Financial LP4,386
0.0% of portfolio›$177.0K
Covestor Ltd4,055
0.3% of portfolio›$148.0K
Summer Road LLC3,750
0.1% of portfolio›$137.2K
GF Fund Management Co. Ltd.2,995
0.0% of portfolio›$109.6K
Caldwell Trust Co2,764
0.0% of portfolio›$101.1K
UMB Bank, n.a.2,250
0.0% of portfolio›$82.3K
Versant Capital Management, Inc1,986
0.0% of portfolio›$72.6K
Key Capital Management, Inc1,920
0.0% of portfolio›$70.2K
Clearstead Advisors, LLC1,666
0.0% of portfolio›$60.9K
EverSource Wealth Advisors, LLC1,603
0.0% of portfolio›$58.7K
Spire Wealth Management1,419
0.0% of portfolio›$51.9K
Signature Equity Partners, LLC1,393
0.0% of portfolio›$51.0K
Private Trust Co NA1,280
0.0% of portfolio›$46.8K
Groesbeck Investment Management Corp1,200
0.2% of portfolio›$44.0K
Advantage Trust Co1,100
0.0% of portfolio›$40.2K
IFP Advisors, Inc959
0.0% of portfolio›$35.1K
MassMutual Private Wealth & Trust, FSB817
0.0% of portfolio›$29.9K
MTM Investment Management, LLC800
0.0% of portfolio›$29.3K
Acumen Wealth Advisors, LLC711
0.0% of portfolio›$26.3K
Bare Financial Services, Inc558
0.0% of portfolio›$20.4K
Mather Group, Llc.557
0.0% of portfolio›$20.4K
Parkside Financial Bank & Trust552
0.0% of portfolio›$20.2K
Asset Planning,Inc546
0.0% of portfolio›$20.0K
Hilton Head Capital Partners, LLC485
0.0% of portfolio›$17.7K
Pension & Wealth Management Advisors, Inc.458
0.0% of portfolio›$16.8K
BI Asset Management Fondsmaeglerselskab A/S402
0.0% of portfolio›$15
Financial Consulate, Inc400
0.0% of portfolio›$14.6K
Heritage Family Offices, LLP393
0.0% of portfolio›$14.4K
Bayforest Capital Ltd347
0.0% of portfolio›$12.7K
Hager Investment Management Services, LLC342
0.0% of portfolio›$12.5K
Bell Investment Advisors, Inc293
0.0% of portfolio›$10.7K
Pinnacle Wealth Planning Services, Inc.262
0.0% of portfolio›$9.6K
Fortitude Family Office, LLC259
0.0% of portfolio›$9.5K
Rosenberg Matthew Hamilton257
0.0% of portfolio›$9.4K
Dynamic Wealth Strategies, LLC200
0.0% of portfolio›$7.3K
Farmers & Merchants Investments Inc195
0.0% of portfolio›$7.1K
Compass Financial Management LLC164
0.0% of portfolio›$6.0K
High Note Wealth, LLC164
0.0% of portfolio›$6.0K
Cape Investment Advisory, Inc.150
0.0% of portfolio›$5.5K
TD Private Client Wealth LLC129
0.0% of portfolio›$4.7K
Physician Wealth Advisors, Inc.124
0.0% of portfolio›$4.5K
Zions Bancorporation, National Association120
0.0% of portfolio›$4.4K
Root Financial Partners, LLC116
0.0% of portfolio›$4.2K
Nfsg Corp100
0.0% of portfolio›$3.7K
Birch Financial Group, LLC99
0.0% of portfolio›$3.6K
Cullen T Bankers, Inc.87
0.0% of portfolio›$3.2K
Retirement Wealth Solutions LLC82
0.0% of portfolio›$3.0K
Elyxium Wealth, LLC75
0.0% of portfolio›$2.7K
GK Wealth Management LLC72
0.0% of portfolio›$2.6K
Provenance Wealth Advisors, LLC71
0.0% of portfolio›$2.6K
Transce3nd, LLC62
0.0% of portfolio›$2.2K
Lanark Financial, Inc.60
0.0% of portfolio›$2.2K
Silver Grove Financial Group, Inc.59
0.0% of portfolio›$2.2K
Larson Financial Group LLC45
0.0% of portfolio›$1.6K
Central Trust Co41
0.0% of portfolio›$1.5K
Kingdom Financial Group Llc.30
0.0% of portfolio›$1.1K
Avion Wealth28
0.0% of portfolio›$1
Ascentis Independent Advisors25
0.0% of portfolio›$956
CX Institutional25
0.0% of portfolio›$1
Financial Network Wealth Advisors LLC20
0.0% of portfolio›$732
Breakwater Investment Management17
0.0% of portfolio›$622
Rossby Financial, LCC17
0.0% of portfolio›$622
Financial Management Professionals, Inc.16
0.0% of portfolio›$592
North Star Investment Management Corp.15
0.0% of portfolio›$549
True Wealth Design, LLC9
0.0% of portfolio›$330
GHP Investment Advisors, Inc.4
0.0% of portfolio›$147
Quaker Wealth Management, LLC4
0.0% of portfolio›$147
American Capital Advisory, LLC4
0.0% of portfolio›$147
James T. Borello RIA2
0.0% of portfolio›$73
Hughes Financial Services, LLC2
0.0% of portfolio›$73
Latitude Advisors, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Daiwa Securities Group Inc.
3,859,862$141.2M0.3%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Dimensional Fund Advisors LP
3,643,504$133.3M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
2,457,716$89.9M0.0%CoreLowNew York, NY2026-11-05
Copeland Capital Management, LLC
1,653,827$60.5M1.4%ValueMediumConshohocken, PA2026-10-13
Allspring Global Investments Holdings, LLC
1,174,549$42.2M0.1%CoreMediumCharlotte, NC2026-11-04
Russell Investments Group, Ltd.
1,141,279$41.7M0.0%CoreLowSeattle, WA2026-11-06
Principal Financial Group Inc
1,020,790$37.3M0.0%CoreLowDes Moines, IA2026-11-02
Asset Management One Co., Ltd.
419,804$15.4M0.0%IndexVery LowTokyo, Mexico2026-10-27
Barclays PLC
397,435$14.5M0.0%CoreMediumLondon, United Kingdom2026-11-06
Strs Ohio
367,800$13.5M0.0%CoreMediumColumbus, OH2026-10-30
LPL Financial LLC
262,774$9.6M0.0%IndexVery LowFort Mill, SC2026-11-06
MacKenzie Financial Corp
248,362$9.1M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Retirement Systems of Alabama
243,723$8.9M0.0%IndexLowMontgomery, AL2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
230,757$8.4M0.0%CoreLowHarrisburg, PA2026-11-03
Sumitomo Mitsui Trust Group, Inc.
228,507$8.4M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
220,929$8.1M0.0%IndexVery LowTokyo, Mexico2026-11-05
New York State Teachers Retirement System
218,542$8.0M0.0%CoreVery LowAlbany, NY2026-10-22
Citigroup Inc
207,910$7.6M0.0%CoreMediumNew York, NY2026-11-04
Virginia Retirement Systems ET Al
203,991$7.5M0.0%CoreMediumRichmond, VA2026-10-28
State of New Jersey Common Pension Fund D
187,181$6.8M0.0%CoreLowTrenton, NJ2026-11-05
Thrivent Financial for Lutherans
171,176$6.3M0.0%GARPMediumMinneapolis, MN2026-11-05
State of Alaska, Department of Revenue
170,515$6.2M0.1%CoreVery LowJuneau, AK2026-10-15
Mutual of America Capital Management LLC
166,039$6.1M0.1%IndexLowNew York, NY2026-10-23
Lightrock Netherlands B.V.
154,943$11.9M2.5%Deep ValueMediumUtrecht, Philippines2026-11-06
DekaBank Deutsche Girozentrale
135,419$5.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Castellan Group
131,610$4.8M0.6%ETFLowLouisville, KY2026-10-19
Gagnon Securities LLC
129,955$4.8M0.8%ValueMediumNew York, NY2026-11-05
Creative Planning
113,154$4.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Hennion & Walsh Asset Management, Inc.
101,203$3.7M0.1%ValueMediumParsippany, NJ2026-10-13
Amalgamated Bank
101,014$3.7M0.1%CoreVery LowNew York, NY2026-10-23
Vert Asset Management LLC
90,230$3.3M1.0%YieldLowSausalito, CA2026-10-28
Capital Square, LLC
87,380$3.2M1.4%YieldMediumAthens, TN2026-10-19
Community Trust & Investment Co
85,689$3.1M0.2%CoreLowLexington, KY2026-10-15
CPC Advisors, LLC
82,029$3.0M0.4%ETFMediumAtlanta, GA2026-10-21
Louisiana State Employees Retirement System
70,200$2.6M0.0%IndexLowBaton Rouge, LA2026-10-20
Yousif Capital Management, LLC
68,837$2.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
66,526$2.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Andrew Hill Investment Advisors, Inc.
65,543$2.4M1.9%GrowthHighNaples, FL2026-10-22
Cambridge Investment Research Advisors, Inc.
64,262$2.4M0.0%ETFLowFairfield, IA2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
63,539$2.3M0.0%IndexVery LowTokyo, Mexico2026-10-20
Kestra Advisory Services, LLC
58,334$2.1M0.0%CoreLowAustin, TX2026-11-02
State of Michigan Retirement System
55,400$2.0M0.0%IndexLowEast Lansing, MI2026-10-27
Vanderbilt University
52,153$1.9M0.2%ETFMediumNashville, TN2026-11-02
Oregon Public Employees Retirement Fund
48,900$1.8M0.0%IndexVery LowTigard, OR2026-10-30
Assetmark, Inc
47,868$1.8M0.0%ETFLowConcord, CA2026-10-21
New Mexico Educational Retirement Board
47,700$1.7M0.1%IndexVery LowSanta Fe, NM2026-11-05
Knights of Columbus Asset Advisors LLC
47,498$1.7M0.1%CoreMediumNew Haven, CT2026-11-05
IFM Investors Pty Ltd
47,349$1.7M0.0%IndexVery LowMelbourne, China2026-10-14
Achmea Investment Management B.V.
43,111$1.6M0.0%CoreMediumZeist, Philippines2026-10-30
D.A. Davidson & Co.
42,676$1.6M0.0%CoreLowGreat Falls, MT2026-10-28
Washington Growth Strategies LLC
40,676$1.5M0.8%ETFVery LowWashington, DC2026-10-19
Jackson Creek Investment Advisors LLC
40,645$1.5M1.1%ValueVery HighCastle Rock, CO2026-11-04
Trust Co of Toledo NA
40,597$1.5M0.1%GrowthVery LowHolland, OH2026-10-16
Moody National Bank Trust Division
39,327$1.4M0.1%CoreMediumGalveston, TX2026-10-06
ProShare Advisors LLC
39,182$1.4M0.0%GrowthLowBethesda, MD2026-10-29
Y-Intercept (Hong Kong) Ltd
38,614$1.4M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Pensionfund PDN
38,000$1.4K0.8%YieldVery LowSittard, Philippines2026-10-05
Pictet Asset Management Holding SA
35,453$1.3M0.0%GrowthMediumCarouge, Switzerland2026-11-03
New York Life Investment Management LLC
35,216$1.3M0.0%GrowthLowNew York, NY2026-11-04
Evergreen Capital Management LLC
34,254$1.3M0.0%GARPMediumBellevue, WA2026-10-23
Xponance LLC
33,643$1.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Sterling Capital Management LLC
32,807$1.2M0.0%GARPMediumCharlotte, NC2026-10-22
Wealth Enhancement Advisory Services, LLC
32,565$1.2M0.0%CoreLowPlymouth, MN2026-10-13
Kestra Private Wealth Services, LLC
32,083$1.2M0.0%GrowthLowAustin, TX2026-11-06
Valicenti Advisory Services Inc
32,060$1.2M0.6%GrowthLowElmira, NY2026-10-23
Moran Wealth Management, LLC
31,939$1.2M0.0%CoreMediumNaples, FL2026-10-22
Vise Technologies, Inc.
31,784$1.2M0.0%IndexLowNew York, NY2026-10-29
Spirit of America Management Corp
30,000$1.1M0.2%GARPLowSyosset, NY2026-10-14
UniSuper Management Pty Ltd
28,900$1.1M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Gateway Investment Advisers LLC
26,375$964.8K0.0%GrowthLowCincinnati, OH2026-10-13
Legacy Bridge, LLC
25,842$945.3K0.3%GrowthVery LowWest Des Moines, IA2026-10-28
Verdence Capital Advisors LLC
25,104$918.3K0.0%CoreMediumHunt Valley, MD2026-10-26
Bailard, Inc.
25,000$914.5K0.0%GrowthMediumFoster City, CA2026-10-13
Concurrent Investment Advisors, LLC
23,859$872.8K0.0%GrowthMediumTampa, FL2026-10-16
Truist Financial Corp
23,398$855.9K0.0%CoreLowCharlotte, NC2026-10-30
Harbor Capital Advisors, Inc.
23,277$851.0K0.1%ValueHighChicago, IL2026-10-22
XML Financial, LLC
22,735$831.6K0.1%ETFLowBethesda, MD2026-10-29
Sound Income Strategies, LLC
21,482$768.9K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Commonwealth Equity Services, LLC
20,917$765.2K0.0%ETFLowWaltham, MA2026-11-02
Milestone Asset Management, LLC
20,800$760.9K0.1%GrowthHighPittsburgh, PA2026-10-15
MBM Wealth Consultants, LLC
19,244$703.9K0.1%ETFVery LowChesterfield, MO2026-10-20
Oppenheimer Asset Management Inc.
19,117$699.3K0.0%CoreMediumNew York, NY2026-10-27
Pensionfund Sabic
19,000$6950.8%YieldVery LowSittard, Philippines2026-10-05
Eurizon Capital SGR S.p.A.
18,758$687.3K0.0%CoreMediumMilan, Latvia2026-11-06
Seelaus Asset Management LLC
18,091$661.8K0.5%GrowthMediumChatham, NJ2026-10-14
Natixis
18,000$658.4K0.0%GARPHighParis, India2026-11-06
Securian Asset Management, Inc
17,359$635.0K0.0%IndexLowSt Paul, MN2026-11-06
Lido Advisors, LLC
16,132$590.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Swiss Life Asset Management Ltd
15,703$574.4K0.0%CoreLowZurich, Switzerland2026-11-03
Exchange Traded Concepts, LLC
15,508$567.3K0.0%GrowthMediumOklahoma City, OK2026-10-28
Angeles Wealth Management, LLC
15,033$555.8K0.0%ETFLowSanta Monica, CA2026-10-26
LBP AM SA
14,849$543.2K0.0%GrowthMediumParis, India2026-11-06
Eddie Patel Inc
14,700$537.7K0.3%GARPVery HighChicago, IL2026-11-02
Elevation Point Wealth Partners, LLC
14,558$533.1K0.0%CoreHighDenver, CO2026-11-05
Atria Investments, Inc
13,316$487.1K0.0%CoreMediumCharlotte, NC2026-10-15
Inspire Investing, LLC
12,829$469.3K0.0%GARPHighMeridian, ID2026-10-22
PNC Financial Services Group, Inc.
12,226$447.2K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Praxis Investment Management Inc
11,472$420.0K0.0%CoreLowGoshen, IN2026-11-03
Nations Financial Group Inc,
11,113$406.5K0.0%CoreLowCedar Rapids, IA2026-11-05
Nisa Investment Advisors, LLC
10,982$406.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Balance Wealth Partners LLC
10,926$399.7K0.1%ETFMediumWorthington, OH2026-10-27
Abel Hall, LLC
10,887$398.2K0.1%CoreMediumBaton Rouge, LA2026-10-19
Values First Advisors, Inc.
10,685$390.9K0.2%CoreMediumJohnson City, TN2026-10-23
Park Avenue Securities LLC
9,977$365.0K0.0%ETFMediumNew York, NY2026-10-26
1620 Investment Advisors, Inc.
9,922$362.9K0.2%ValueLowPlymouth, MA2026-11-04
Profund Advisors LLC
9,898$362.1K0.0%GrowthLowBethesda, MD2026-10-29
OFI Invest Asset Management
9,888$318.4K0.0%GrowthHighIssy Les Moulineaux, India2026-11-06
MGO One Seven LLC
9,603$351.3K0.0%GrowthLowBeachwood, OH2026-10-28
Fifth Third Bancorp
9,591$350.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Gamma Investing LLC
9,228$337.6K0.0%IndexVery LowFoster City, CA2026-10-08
US Bancorp \de\
9,144$334.5K0.0%IndexLowMinneapolis, MN2026-11-05
James Investment Research, Inc.
8,618$315.2K0.0%CoreLowAlpha, OH2026-10-22
RFG Advisory, LLC
8,167$298.8K0.0%ETFMediumBirmingham, AL2026-11-03
Bokf, NA
8,096$296.2K0.0%CoreLowTulsa, OK2026-10-27
Frank, Rimerman Advisors LLC
7,813$285.8K0.0%GrowthLowPalo Alto, CA2026-10-16
Stackstone Wealth, LLC
7,702$281.7K0.0%CoreN/ADubuque, IA2026-10-19
Wealth Quarterback LLC
7,673$280.7K0.1%ETFMediumToms River, NJ2026-10-20
Ethic Inc.
7,371$269.6K0.0%CoreLowNew York, NY2026-11-03
KBC Group NV
7,317$268.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
AlphaCore Capital LLC
7,253$265.3K0.0%ETFLowLa Jolla, CA2026-11-04
Mirae Asset Global Investments Co., Ltd.
7,168$262.2K0.0%GrowthLowSeoul, Malaysia2026-11-03
Moody Lynn Lieberson & Walker, LLC
7,022$256.9K0.0%MomentumLowBoston, MA2026-10-14
Yorktown Management & Research Co Inc
7,000$256.1K0.2%MomentumMediumForest, VA2026-10-28
Signaturefd, LLC
6,959$254.6K0.0%IndexLowAtlanta, GA2026-10-23
CIBC Asset Management Inc
6,881$251.7K0.0%GARPLowToronto, South Africa2026-11-05
Advisortrust Partners, LLC
6,723$245.9K0.1%CoreHighRaleigh, NC2026-11-02
Personal CFO Solutions, LLC
6,611$244.4K0.0%CoreMediumChester, NJ2026-11-06
Independent Financial Group, LLC
6,544$239.4K0.0%GrowthLowSan Diego, CA2026-10-13
Catalyst Financial Partners LLC
6,112$223.6K0.0%CoreLowBoston, MA2026-11-06
Archer Investment Corp
6,044$221.1K0.0%CoreMediumCarmel, IN2026-11-05
Prudent Man Advisors, LLC
6,031$220.6K0.1%GrowthLowNaperville, IL2026-11-03
Parallel Advisors, LLC
5,847$213.9K0.0%IndexLowSan Francisco, CA2026-11-03
Choreo, LLC
5,846$213.9K0.0%IndexLowRockford, IL2026-10-28
Caitong International Asset Management Co., Ltd
5,786$211.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Innova Wealth Partners
5,616$205.4K0.1%ETFHighNewtown, PA2026-10-21
Trust Point Inc.
5,566$203.6K0.0%CoreMediumLa Crosse, WI2026-10-27
Franchise GP Ltd
5,390$197.2K0.1%GARPHighGrand Cayman, Germany2026-10-16
Farther Finance Advisors, LLC
5,330$195.0K0.0%IndexLowSan Francisco, CA2026-10-08
Ninety One UK Ltd
5,266$192.6K0.0%CoreMediumLondon, United Kingdom2026-10-15
Allworth Financial LP
4,386$177.0K0.0%IndexLowFolsom, CA2026-11-06
Covestor Ltd
4,055$148.0K0.3%ValueHighLondon, United Kingdom2026-10-30
Summer Road LLC
3,750$137.2K0.1%Deep ValueVery LowWest Palm Beach, FL2026-11-05
GF Fund Management Co. Ltd.
2,995$109.6K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Caldwell Trust Co
2,764$101.1K0.0%GrowthLowVenice, FL2026-10-30
UMB Bank, n.a.
2,250$82.3K0.0%CoreLowKansas City, MO2026-11-06
Versant Capital Management, Inc
1,986$72.6K0.0%GARPLowPhoenix, AZ2026-10-02
Key Capital Management, Inc
1,920$70.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Clearstead Advisors, LLC
1,666$60.9K0.0%ETFLowCleveland, OH2026-11-06
EverSource Wealth Advisors, LLC
1,603$58.7K0.0%CoreMediumBirmingham, AL2026-11-04
Spire Wealth Management
1,419$51.9K0.0%GrowthMediumMclean, VA2026-10-30
Signature Equity Partners, LLC
1,393$51.0K0.0%GrowthMediumColumbus, OH2026-10-29
Private Trust Co NA
1,280$46.8K0.0%CoreLowCleveland, OH2026-10-20
Groesbeck Investment Management Corp
1,200$44.0K0.2%GrowthVery LowGlen Rock, NJ2026-10-26
Advantage Trust Co
1,100$40.2K0.0%ETFVery LowSalina, KS2026-10-19
IFP Advisors, Inc
959$35.1K0.0%GrowthLowTampa, FL2026-10-16
MassMutual Private Wealth & Trust, FSB
817$29.9K0.0%CoreLowSpringfield, MA2026-10-05
MTM Investment Management, LLC
800$29.3K0.0%CoreVery LowSpartanburg, SC2026-10-30
Acumen Wealth Advisors, LLC
711$26.3K0.0%GrowthHighChattanooga, TN2026-11-05
Bare Financial Services, Inc
558$20.4K0.0%ETFVery LowGap, PA2026-11-04
Mather Group, Llc.
557$20.4K0.0%ETFMediumChicago, IL2026-10-14
Parkside Financial Bank & Trust
552$20.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Asset Planning,Inc
546$20.0K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Hilton Head Capital Partners, LLC
485$17.7K0.0%CoreMediumHilton Head Island, SC2026-10-23
Pension & Wealth Management Advisors, Inc.
458$16.8K0.0%ETFLowWaltham, MA2026-10-16
BI Asset Management Fondsmaeglerselskab A/S
402$150.0%CoreMediumKobenhavn, Greece2026-10-22
Financial Consulate, Inc
400$14.6K0.0%ETFLowHunt Valley, MD2026-10-23
Heritage Family Offices, LLP
393$14.4K0.0%GrowthHighScottsdale, AZ2026-11-02
Bayforest Capital Ltd
347$12.7K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Hager Investment Management Services, LLC
342$12.5K0.0%GrowthMediumNew London, NH2026-11-04
Bell Investment Advisors, Inc
293$10.7K0.0%ETFVery LowOrinda, CA2026-10-29
Pinnacle Wealth Planning Services, Inc.
262$9.6K0.0%GARPLowMansfield, OH2026-10-27
Fortitude Family Office, LLC
259$9.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Rosenberg Matthew Hamilton
257$9.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
Dynamic Wealth Strategies, LLC
200$7.3K0.0%ETFLowGranite Bay, CA2026-10-16
Farmers & Merchants Investments Inc
195$7.1K0.0%CoreVery LowLincoln, NE2026-10-22
Compass Financial Management LLC
164$6.0K0.0%CoreN/ATampa, FL2026-10-30
High Note Wealth, LLC
164$6.0K0.0%ETFVery LowDeephaven, MN2026-10-27
Cape Investment Advisory, Inc.
150$5.5K0.0%ETFLowMcdonough, GA2026-10-13
TD Private Client Wealth LLC
129$4.7K0.0%ETFLowNew York, NY2026-10-28
Physician Wealth Advisors, Inc.
124$4.5K0.0%ETFMediumMidvale, UT2026-10-20
Zions Bancorporation, National Association
120$4.4K0.0%CoreMediumSalt Lake City, UT2026-11-06
Root Financial Partners, LLC
116$4.2K0.0%ETFMediumEncinitas, CA2026-10-21
Nfsg Corp
100$3.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Birch Financial Group, LLC
99$3.6K0.0%CoreLowKeene, NH2026-10-27
Cullen T Bankers, Inc.
87$3.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Retirement Wealth Solutions LLC
82$3.0K0.0%ETFLowMarshfield, WI2026-10-07
Elyxium Wealth, LLC
75$2.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
GK Wealth Management LLC
72$2.6K0.0%GARPVery HighReno, NV2026-10-09
Provenance Wealth Advisors, LLC
71$2.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Transce3nd, LLC
62$2.2K0.0%GrowthLowBuda, TX2026-10-26
Lanark Financial, Inc.
60$2.2K0.0%CoreMediumBirmingham, AL2026-10-26
Silver Grove Financial Group, Inc.
59$2.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Larson Financial Group LLC
45$1.6K0.0%GrowthLowSt Louis, MO2026-11-05
Central Trust Co
41$1.5K0.0%CoreLowJefferson City, MO2026-11-05
Kingdom Financial Group Llc.
30$1.1K0.0%ETFMediumPeoria, AZ2026-11-04
Avion Wealth
28$10.0%ETFLowThe Woodlands, TX2026-11-04
Ascentis Independent Advisors
25$9560.0%ETFLowDallas, TX2026-11-03
CX Institutional
25$10.0%CoreMediumAuburn, IN2026-10-02
Financial Network Wealth Advisors LLC
20$7320.0%ETFLowMurray, UT2026-10-28
Breakwater Investment Management
17$6220.0%ETFLowSeattle, WA2026-10-20
Rossby Financial, LCC
17$6220.0%ETFMediumMelbourne, FL2026-11-05
Financial Management Professionals, Inc.
16$5920.0%ETFMediumAustin, TX2026-10-23
North Star Investment Management Corp.
15$5490.0%CoreLowChicago, IL2026-10-27
True Wealth Design, LLC
9$3300.0%ETFMediumAkron, OH2026-10-13
GHP Investment Advisors, Inc.
4$1470.0%CoreVery LowDenver, CO2026-10-15
Quaker Wealth Management, LLC
4$1470.0%ETFMediumMoorestown, NJ2026-10-22
American Capital Advisory, LLC
4$1470.0%ETFLowKetchum, ID2026-10-28
James T. Borello RIA
2$730.0%ETFVery LowEast Dundee, IL2026-10-16
Hughes Financial Services, LLC
2$730.0%ETFLowHerndon, VA2026-10-30
Latitude Advisors, LLC
0$00.0%ETFLowYorkville, IL2026-10-27