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Carlisle COS Inc (CSL)

CUSIP: 142339100 | NYSE | Industrials · Building Products & Equipment | Large Cap | 1997 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.3,624,1109.1%New 5%+ stakeSep 30, 202692d ahead of 13F (4,133,983 sh) · −509,873
13G/ABlackRock, Inc.3,624,110
9.1% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (4,133,983 sh) · −509,873

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP459,691
0.0% of portfolio›$148.1M
Pictet Asset Management Holding SA409,189
0.1% of portfolio›$131.8M
Bank of New York Mellon Corp386,626
0.0% of portfolio›$124.6M
Truist Financial Corp287,620
0.1% of portfolio›$92.7M
Robeco Schweiz AG242,195
1.4% of portfolio›$78.0M
Allspring Global Investments Holdings, LLC233,315
0.1% of portfolio›$75.9M
Cooke & Bieler LP231,937
1.2% of portfolio›$74.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP212,610
0.6% of portfolio›$68.5M
Welch & Forbes LLC145,010
0.6% of portfolio›$46.7M
Deroy & Devereaux Private Investment Counsel Inc93,115
2.8% of portfolio›$30.0M
Principal Financial Group Inc90,929
0.0% of portfolio›$29.3M
Retirement Systems of Alabama85,440
0.1% of portfolio›$27.5M
ProShare Advisors LLC84,282
0.0% of portfolio›$27.2M
Swedbank AB79,669
0.0% of portfolio›$25.7M
Waycross Partners, LLC76,992
1.9% of portfolio›$24.8M
Copeland Capital Management, LLC76,551
0.6% of portfolio›$24.7M
Excalibur Management Corp73,756
7.7% of portfolio›$23.8M
Formuepleje A/S70,116
1.9% of portfolio›$22.6M
BI Asset Management Fondsmaeglerselskab A/S64,965
0.4% of portfolio›$20.9M
Schwartz Investment Counsel Inc60,000
0.7% of portfolio›$19.3M
KCM Investment Advisors LLC56,704
0.5% of portfolio›$18.3M
Glenview Trust Co53,927
0.2% of portfolio›$17.4M
Birch Hill Investment Advisors LLC47,799
0.6% of portfolio›$15.4M
Exchange Traded Concepts, LLC44,223
0.1% of portfolio›$14.2M
DekaBank Deutsche Girozentrale42,401
0.1% of portfolio›$13.8M
MassMutual Private Wealth & Trust, FSB42,104
0.4% of portfolio›$13.6M
OP Asset Management Ltd40,366
0.1% of portfolio›$13.0M
Wedge Capital Management L L P35,973
0.2% of portfolio›$11.6M
Moran Wealth Management, LLC34,977
0.3% of portfolio›$11.3M
New York State Teachers Retirement System32,957
0.0% of portfolio›$10.6M
Running Oak Capital LLC30,929
1.6% of portfolio›$10.0M
Bahl & Gaynor LLC30,615
0.0% of portfolio›$9.9M
Thompson Davis & Co., Inc.28,947
6.3% of portfolio›$9.3M
Kinsale Capital Group, Inc.28,787
1.2% of portfolio›$9.3M
Citigroup Inc28,555
0.0% of portfolio›$9.2M
Guinness Asset Management LTD25,491
0.1% of portfolio›$8.2M
Mutual of America Capital Management LLC24,773
0.1% of portfolio›$8.0M
Creative Planning23,174
0.0% of portfolio›$7.5M
Kwmg, LLC22,229
0.5% of portfolio›$7.2M
YHB Investment Advisors, Inc.21,757
0.4% of portfolio›$7.0M
Nisa Investment Advisors, LLC21,471
0.0% of portfolio›$6.9M
Eulav Asset Management19,400
0.2% of portfolio›$6.3M
Oppenheimer & Co Inc18,654
0.1% of portfolio›$6.0M
Amalgamated Bank18,166
0.1% of portfolio›$5.9M
Princeton Global Asset Management LLC17,216
0.8% of portfolio›$5.5M
Greenfield Seitz Capital Management, LLC14,878
1.4% of portfolio›$4.8M
Cambridge Investment Research Advisors, Inc.14,069
0.0% of portfolio›$4.5M
Fifth Third Bancorp13,573
0.0% of portfolio›$4.4M
State of New Jersey Common Pension Fund D13,373
0.0% of portfolio›$4.3M
Marks Group Wealth Management, Inc13,086
0.4% of portfolio›$4.2M
Watchman Group, Inc.13,033
1.0% of portfolio›$4.2M
Compass Wealth Management LLC12,680
0.8% of portfolio›$4.1M
Next Level Private LLC12,345
0.8% of portfolio›$4.0M
Y-Intercept (Hong Kong) Ltd12,049
0.1% of portfolio›$3.9M
Louisiana State Employees Retirement System11,800
0.1% of portfolio›$3.8M
Kestra Advisory Services, LLC11,521
0.0% of portfolio›$3.7M
Arizona State Retirement System11,402
0.0% of portfolio›$3.7M
Vest Financial, LLC11,275
0.0% of portfolio›$3.6M
Yousif Capital Management, LLC10,917
0.0% of portfolio›$3.5M
Chesley Taft & Associates LLC10,640
0.1% of portfolio›$3.4M
Covea Finance10,600
0.1% of portfolio›$3.4M
Harvey Investment Co LLC10,440
0.9% of portfolio›$3.4M
Fideuram Asset Management (Ireland) dac10,101
0.1% of portfolio›$3.6M
Assenagon Asset Management S.A.10,015
0.0% of portfolio›$3.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,457
0.0% of portfolio›$3.0M
State of Michigan Retirement System9,272
0.0% of portfolio›$3.0M
Boston Common Asset Management, LLC9,057
0.2% of portfolio›$2.9M
Thrivent Financial for Lutherans9,007
0.0% of portfolio›$2.9M
Tilia Fiduciary Partners, Inc.8,981
1.3% of portfolio›$2.9M
Shayne & Jacobs, LLC8,525
0.8% of portfolio›$2.7M
Robeco Institutional Asset Management B.V.8,412
0.0% of portfolio›$2.7M
Inspire Investing, LLC8,396
0.1% of portfolio›$2.7M
Oregon Public Employees Retirement Fund8,209
0.0% of portfolio›$2.6M
PFG Advisors7,751
0.1% of portfolio›$2.5M
Wealth Enhancement Advisory Services, LLC7,725
0.0% of portfolio›$2.5M
Parsons Capital Management Inc7,546
0.1% of portfolio›$2.4M
Canandaigua National Bank & Trust Co7,533
0.2% of portfolio›$2.4M
Burney Co/7,064
0.1% of portfolio›$2.3M
Tandem Capital Management Corp7,051
1.0% of portfolio›$2.3M
KBC Group NV6,873
0.0% of portfolio›$2.2M
Grandfield & Dodd, LLC6,797
0.1% of portfolio›$2.2M
Cox Capital Mgt LLC6,615
1.2% of portfolio›$2.1M
Swiss Life Asset Management Ltd6,369
0.0% of portfolio›$2.1M
Procyon Advisors, LLC6,242
0.1% of portfolio›$2.0M
Diversified Management Inc6,173
0.3% of portfolio›$2.0M
New York Life Investment Management LLC5,851
0.0% of portfolio›$1.9M
ABN Amro Investment Solutions5,786
0.0% of portfolio›$1.9M
Lifestyle Asset Management, Inc.5,754
0.4% of portfolio›$1.9M
Romano Brothers and Company5,713
0.2% of portfolio›$1.8M
Montecito Bank & Trust5,650
0.3% of portfolio›$1.8M
Polaris Capital Management, LLC5,544
0.2% of portfolio›$1.8M
Eads & Heald Wealth Management5,496
0.9% of portfolio›$1.8M
Stonebridge Financial Group, LLC5,459
0.1% of portfolio›$1.8M
Davenport & Co LLC5,366
0.0% of portfolio›$1.7M
Bokf, NA5,357
0.0% of portfolio›$1.7M
US Bancorp \de\5,172
0.0% of portfolio›$1.7M
Xponance LLC5,024
0.0% of portfolio›$1.6M
Commonwealth Equity Services, LLC4,947
0.0% of portfolio›$1.6M
Sepio Capital, LP4,708
0.1% of portfolio›$1.5M
Lecap Asset Management LTD4,641
0.7% of portfolio›$1.5M
Aware Super Pty Ltd as trustee of Aware Super4,566
0.0% of portfolio›$1.5M
Equitable Trust Co4,384
0.1% of portfolio›$1.4M
Sterling Capital Management LLC4,036
0.0% of portfolio›$1.3M
Quadrant Capital Group LLC3,769
0.0% of portfolio›$1.2M
State of Alaska, Department of Revenue3,755
0.0% of portfolio›$1.2M
Ethic Inc.3,623
0.0% of portfolio›$1.2M
Illinois Municipal Retirement Fund3,573
0.0% of portfolio›$1.2M
SevenBridge Financial Group, LLC3,519
0.2% of portfolio›$1.2M
Kestra Investment Management, LLC3,517
0.0% of portfolio›$1.1M
Daiwa Securities Group Inc.3,320
0.0% of portfolio›$1.1M
Nemes Rush Group LLC3,202
0.1% of portfolio›$1.0M
HB Wealth Management, LLC3,116
0.0% of portfolio›$1.0M
Azzad Asset Management Inc3,081
0.1% of portfolio›$992.7K
Parr Mcknight Wealth Management Group, LLC3,002
0.1% of portfolio›$967.2K
Sycomore Asset Management3,000
0.1% of portfolio›$1.0K
Apollon Wealth Management, LLC2,968
0.0% of portfolio›$956.2K
Mraz, Amerine & Associates, Inc.2,965
0.1% of portfolio›$955.2K
Tcfg Investment Advisors, LLC2,941
0.3% of portfolio›$947.5K
Gamma Investing LLC2,826
0.0% of portfolio›$910.5K
Avior Wealth Management, LLC2,823
0.0% of portfolio›$909.5K
Boit C F David2,800
0.4% of portfolio›$902.1K
Virginia Retirement Systems ET Al2,800
0.0% of portfolio›$902.1K
Alps Advisors Inc2,750
0.0% of portfolio›$886.0K
Lido Advisors, LLC2,744
0.0% of portfolio›$884.1K
Concurrent Investment Advisors, LLC2,668
0.0% of portfolio›$859.6K
Carnegie Investment Counsel2,646
0.0% of portfolio›$852.5K
First Citizens Bank & Trust Co2,554
0.0% of portfolio›$822.8K
Harbor Capital Advisors, Inc.2,551
0.1% of portfolio›$822.0K
Atria Investments, Inc2,518
0.0% of portfolio›$811.3K
Moody National Bank Trust Division2,479
0.1% of portfolio›$798.7K
Crossmark Global Holdings, Inc.2,311
0.0% of portfolio›$744.5K
BLB&B Advisors, LLC2,290
0.0% of portfolio›$737.8K
Prospera Financial Services Inc2,286
0.0% of portfolio›$860.4K
Sendero Wealth Management, LLC2,273
0.1% of portfolio›$732.3K
WBH Advisory Inc2,246
0.0% of portfolio›$723.6K
Evergreen Capital Management LLC2,210
0.0% of portfolio›$712.0K
Vise Technologies, Inc.2,099
0.0% of portfolio›$676.3K
Tributary Capital Management, LLC2,038
0.1% of portfolio›$656.6K
Sylvest Advisors, LLC2,036
0.3% of portfolio›$655.9K
Canandaigua National Trust Co of Florida2,029
0.4% of portfolio›$653.7K
Fifth Third Wealth Advisors LLC2,028
0.0% of portfolio›$653.4K
CoreCap Advisors, LLC2,004
0.0% of portfolio›$645.6K
Radnor Capital Management, LLC1,965
0.1% of portfolio›$633.1K
Advisor OS, LLC1,949
0.0% of portfolio›$627.8K
Creative Financial Designs Inc1,914
0.0% of portfolio›$616.6K
Keybank National Association1,872
0.0% of portfolio›$603.1K
Larson Financial Group LLC1,843
0.0% of portfolio›$593.7K
Bath Savings Trust Co1,827
0.1% of portfolio›$588.6K
Alhambra Investment Management LLC1,823
0.3% of portfolio›$587.3K
Boston Trust Walden Corp1,813
0.0% of portfolio›$584.1K
Farther Finance Advisors, LLC1,771
0.0% of portfolio›$570.6K
Choreo, LLC1,759
0.0% of portfolio›$566.7K
Gateway Investment Advisers LLC1,747
0.0% of portfolio›$562.8K
Clear Creek Financial Management, LLC1,641
0.0% of portfolio›$528.6K
SEB Asset Management AB1,601
0.0% of portfolio›$515.8K
Imc-Chicago, LLC1,570
0.0% of portfolio›$505.8K
Y.D. More Investments Ltd1,528
0.0% of portfolio›$492.3K
Legacy Capital Wealth Partners, LLC1,526
0.1% of portfolio›$491.6K
Riverwater Partners LLC1,495
0.1% of portfolio›$481.6K
Shakespeare Wealth Management, LLC1,442
0.1% of portfolio›$464.6K
Guinness Atkinson Asset Management Inc1,441
0.2% of portfolio›$464.2K
Simplex Trading, LLC1,361
0.0% of portfolio›$438.5K
Eastern Bank1,341
0.0% of portfolio›$432.0K
Net Worth Advisory Group1,285
0.1% of portfolio›$417.9K
Kepler Cheuvreux (Suisse) SA1,282
0.0% of portfolio›$413.0K
CIBC Asset Management Inc1,264
0.0% of portfolio›$407.2K
XML Financial, LLC1,260
0.0% of portfolio›$405.9K
Citizens Financial Group Inc1,240
0.0% of portfolio›$399.6K
Meridian Wealth Management, LLC1,234
0.0% of portfolio›$397.7K
North Dakota State Investment Board1,220
0.0% of portfolio›$393.0K
Olio Financial Planning1,196
0.1% of portfolio›$385.3K
Resonant Capital Advisors, LLC1,194
0.0% of portfolio›$384.7K
Revolve Wealth Partners, LLC1,175
0.0% of portfolio›$378.6K
Cadent Capital Advisors, LLC1,168
0.1% of portfolio›$376.3K
Raiffeisen Bank International AG1,168
0.0% of portfolio›$380.4K
Clark Financial Services Group Inc1,167
0.2% of portfolio›$376.0K
MeadowBrook Investment Advisors LLC1,164
0.3% of portfolio›$410.4K
Nations Financial Group Inc,1,163
0.0% of portfolio›$374.7K
Strs Ohio1,154
0.0% of portfolio›$371.8K
Connecticut Wealth Management, LLC1,150
0.0% of portfolio›$370.5K
Tred Avon Family Wealth, LLC1,131
0.1% of portfolio›$364.4K
Monarch Capital Management Inc1,110
0.1% of portfolio›$357.6K
Vontobel Holding Ltd.1,096
0.0% of portfolio›$353.1K
Intrua Financial, LLC1,068
0.0% of portfolio›$344.2K
Dorato Capital Management1,037
0.2% of portfolio›$330.0K
Trust Point Inc.1,006
0.0% of portfolio›$324.1K
Rockland Trust Co1,000
0.0% of portfolio›$322.2K
AlphaCore Capital LLC984
0.0% of portfolio›$317.0K
Fulcrum Asset Management LLP962
0.0% of portfolio›$313.3K
Wilkins Miller Wealth Management, LLC960
0.2% of portfolio›$309.3K
Axxion S.A.943
0.0% of portfolio›$303.8K
Wedmont Private Capital928
0.0% of portfolio›$298.1K
Chicago Partners Investment Group LLC909
0.0% of portfolio›$313.6K
Praxis Investment Management Inc904
0.0% of portfolio›$291.0K
Viewpoint Investment Partners Corp900
0.1% of portfolio›$290.0K
Fjarde Ap-Fonden TH Swedish National Pension Fund893
0.0% of portfolio›$287.7K
Koshinski Asset Management, Inc.878
0.0% of portfolio›$282.8K
Union Bancaire Privee, UBP SA868
0.0% of portfolio›$251.2K
Compound Planning, Inc.859
0.0% of portfolio›$276.7K
Peterson Wealth Services852
0.1% of portfolio›$274.6K
Park Avenue Securities LLC847
0.0% of portfolio›$273.0K
CX Institutional840
0.0% of portfolio›$271
Childress Capital Advisors, LLC830
0.0% of portfolio›$267.4K
Allied Investment Advisors, LLC820
0.0% of portfolio›$264.2K
TrueWealth Advisors, LLC800
0.1% of portfolio›$257.7K
Mission Wealth Management, LP795
0.0% of portfolio›$256.1K
Genesis Private Wealth, LLC792
0.1% of portfolio›$255.2K
Profund Advisors LLC787
0.0% of portfolio›$253.5K
Gryphon Financial Partners LLC749
0.0% of portfolio›$241.4K
Patten Group, Inc.747
0.0% of portfolio›$240.7K
Signaturefd, LLC747
0.0% of portfolio›$240.8K
TD Waterhouse Canada Inc.741
0.0% of portfolio›$241.1K
111 Capital715
0.0% of portfolio›$230.4K
Ashton Thomas Private Wealth, LLC703
0.0% of portfolio›$226.5K
Elevation Point Wealth Partners, LLC696
0.0% of portfolio›$224.2K
Sumitomo Mitsui DS Asset Management Company, Ltd669
0.0% of portfolio›$215.5K
Lebenthal Global Advisors, LLC666
0.0% of portfolio›$214.6K
Sunburst Financial Group, LLC658
0.0% of portfolio›$212.0K
Greenleaf Trust646
0.0% of portfolio›$208.1K
United Advisor Group, LLC637
0.0% of portfolio›$205.2K
MCF Advisors LLC633
0.0% of portfolio›$203.9K
Malaga Cove Capital, LLC624
0.1% of portfolio›$201.0K
Applied Finance Capital Management, LLC623
0.0% of portfolio›$200.7K
State of Wyoming608
0.0% of portfolio›$195.9K
Assetmark, Inc550
0.0% of portfolio›$177.2K
Mather Group, Llc.525
0.0% of portfolio›$169.1K
EverSource Wealth Advisors, LLC521
0.0% of portfolio›$167.9K
Deseret Mutual Benefit Administrators503
0.1% of portfolio›$162.1K
MTM Investment Management, LLC500
0.0% of portfolio›$161.1K
IFP Advisors, Inc495
0.0% of portfolio›$159.5K
Steph & Co476
0.0% of portfolio›$153.4K
Private Trust Co NA417
0.0% of portfolio›$134.3K
V-Square Quantitative Management LLC388
0.0% of portfolio›$125.0K
RMG Wealth Management LLC355
0.0% of portfolio›$124.3K
Capital Advisors, Ltd. LLC340
0.1% of portfolio›$110.0K
Caldwell Trust Co337
0.0% of portfolio›$108.6K
Birch Financial Group, LLC326
0.0% of portfolio›$105.0K
Atlantic Edge Private Wealth Management, LLC316
0.0% of portfolio›$101.7K
University of Texas S AM Investment Management Co284
0.0% of portfolio›$91.5K
Parallel Advisors, LLC268
0.0% of portfolio›$86.5K
Beacon Investment Advisory Services, Inc.250
0.0% of portfolio›$80.5K
Heritage Family Offices, LLP224
0.0% of portfolio›$72.2K
Miller Global Investments, LLC201
0.1% of portfolio›$64.8K
Root Financial Partners, LLC185
0.0% of portfolio›$59.6K
Wilmington Savings Fund Society, FSB165
0.0% of portfolio›$53.2K
Generali Asset Management SPA SGR151
0.0% of portfolio›$48.6K
Elyxium Wealth, LLC149
0.0% of portfolio›$48.0K
Essential Partners LLC130
0.0% of portfolio›$41.9K
SJS Investment Consulting Inc.129
0.0% of portfolio›$41.6K
Owl Creek Wealth Partners LLC118
0.0% of portfolio›$38.0K
Pinnacle Wealth Planning Services, Inc.110
0.0% of portfolio›$35.4K
TD Private Client Wealth LLC104
0.0% of portfolio›$33.5K
Cullen T Bankers, Inc.100
0.0% of portfolio›$32.2K
DeDora Capital, Inc.95
0.0% of portfolio›$30.6K
Mirae Asset Global Investments Co., Ltd.91
0.0% of portfolio›$29.3K
Versant Capital Management, Inc91
0.0% of portfolio›$29.3K
Parkside Financial Bank & Trust86
0.0% of portfolio›$27.7K
Mitsubishi UFJ Asset Management Co., Ltd.80
0.0% of portfolio›$25.8K
SBI Securities Co., Ltd.75
0.0% of portfolio›$24.2K
True Wealth Design, LLC74
0.0% of portfolio›$23.8K
Covestor Ltd74
0.0% of portfolio›$24.0K
Provenance Wealth Advisors, LLC72
0.0% of portfolio›$23.2K
Blue Trust, Inc.66
0.0% of portfolio›$21.3K
North Star Investment Management Corp.60
0.0% of portfolio›$19.3K
Rossby Financial, LCC58
0.0% of portfolio›$18.7K
Hoey Investments, Inc58
0.0% of portfolio›$18.7K
Harel Insurance Investments & Financial Services Ltd.52
0.0% of portfolio›$17
Bayforest Capital Ltd52
0.0% of portfolio›$16.8K
Security National Bank50
0.0% of portfolio›$16.1K
Silver Grove Financial Group, Inc.42
0.0% of portfolio›$13.5K
Farmers & Merchants Investments Inc35
0.0% of portfolio›$11.3K
Evermay Wealth Management LLC35
0.0% of portfolio›$11.3K
JFS Wealth Advisors, LLC34
0.0% of portfolio›$11.0K
North Point Portfolio Managers Corp33
0.0% of portfolio›$10.6K
Asset Dedication, LLC32
0.0% of portfolio›$10.3K
WPG Advisers, LLC31
0.0% of portfolio›$10.0K
Acumen Wealth Advisors, LLC29
0.0% of portfolio›$9.3K
John Boyer, Inc.29
0.0% of portfolio›$9.3K
Fortitude Family Office, LLC25
0.0% of portfolio›$8.1K
Harbor Investment Advisory, LLC25
0.0% of portfolio›$8.1K
Key FInancial Inc25
0.0% of portfolio›$8.1K
Richardson Capital Management LLC25
0.0% of portfolio›$8.1K
Arlington Trust Co LLC24
0.0% of portfolio›$7.7K
Torren Management, LLC24
0.0% of portfolio›$7.8K
Bare Financial Services, Inc24
0.0% of portfolio›$7.7K
United Financial Planning Group LLC20
0.0% of portfolio›$6.4K
Bangor Savings Bank20
0.0% of portfolio›$6.4K
Highline Wealth Partners LLC18
0.0% of portfolio›$5.8K
Union Savings Bank16
0.0% of portfolio›$5.2K
Pension & Wealth Management Advisors, Inc.15
0.0% of portfolio›$4.8K
High Note Wealth, LLC14
0.0% of portfolio›$4.5K
Cromwell Holdings LLC13
0.0% of portfolio›$4.2K
Retirement Wealth Solutions LLC13
0.0% of portfolio›$4.2K
United Community Bank12
0.0% of portfolio›$3.9K
GK Wealth Management LLC12
0.0% of portfolio›$3.9K
Creative Capital Management Investments LLC11
0.0% of portfolio›$3.5K
First Horizon Corp11
0.0% of portfolio›$3.5K
Mascoma Wealth Management LLC10
0.0% of portfolio›$3.2K
Ascentis Independent Advisors9
0.0% of portfolio›$2.9K
Bay Harbor Wealth Management, LLC9
0.0% of portfolio›$2.9K
Leonteq Securities AG8
0.0% of portfolio›$2.6K
Bell Investment Advisors, Inc8
0.0% of portfolio›$2.6K
Kingdom Financial Group Llc.7
0.0% of portfolio›$2.3K
Avion Wealth7
0.0% of portfolio›$2
DiNuzzo Private Wealth, Inc.7
0.0% of portfolio›$2.3K
Physician Wealth Advisors, Inc.6
0.0% of portfolio›$1.9K
Wealth Enhancement Trust Services, Inc.6
0.0% of portfolio›$1.9K
Flagship Wealth Advisors, LLC5
0.0% of portfolio›$1.6K
James T. Borello RIA5
0.0% of portfolio›$1.6K
Rakuten Securities, Inc.5
0.0% of portfolio›$1.6K
Latitude Advisors, LLC5
0.0% of portfolio›$1.7K
Hughes Financial Services, LLC5
0.0% of portfolio›$1.9K
Financial Management Professionals, Inc.3
0.0% of portfolio›$967
Ares Financial Consulting, LLC3
0.0% of portfolio›$967
Proathlete Wealth Management LLC3
0.0% of portfolio›$966
Signature Equity Partners, LLC3
0.0% of portfolio›$967
Triumph Capital Management3
0.0% of portfolio›$967
Clark Wealth Partners3
0.0% of portfolio›$967
Activest Wealth Management2
0.0% of portfolio›$644
Burk Holdings LLC2
0.0% of portfolio›$644
Country Trust Bank2
0.0% of portfolio›$644
Manchester Capital Management LLC2
0.0% of portfolio›$645
Golden State Wealth Management, LLC2
0.0% of portfolio›$644
Birchwood Financial Partners, Inc.2
0.0% of portfolio›$644
DecisionPoint Financial, LLC2
0.0% of portfolio›$651
Downshift Financial, LLC1
0.0% of portfolio›$322
Balance Wealth Partners LLC0
0.0% of portfolio›$63
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
459,691$148.1M0.0%IndexLowAustin, TX2026-11-04
Pictet Asset Management Holding SA
409,189$131.8M0.1%GrowthMediumCarouge, Switzerland2026-11-03
Bank of New York Mellon Corp
386,626$124.6M0.0%CoreLowNew York, NY2026-11-05
Truist Financial Corp
287,620$92.7M0.1%CoreLowCharlotte, NC2026-10-30
Robeco Schweiz AG
242,195$78.0M1.4%GrowthMediumZurich, Switzerland2026-10-23
Allspring Global Investments Holdings, LLC
233,315$75.9M0.1%CoreMediumCharlotte, NC2026-11-04
Cooke & Bieler LP
231,937$74.7M1.2%Deep ValueMediumPhiladelphia, PA2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
212,610$68.5M0.6%GrowthVery LowBoston, MA2026-10-23
Welch & Forbes LLC
145,010$46.7M0.6%CoreVery LowBoston, MA2026-11-04
Deroy & Devereaux Private Investment Counsel Inc
93,115$30.0M2.8%ValueMediumBloomfield Hills, MI2026-10-26
Principal Financial Group Inc
90,929$29.3M0.0%CoreLowDes Moines, IA2026-11-02
Retirement Systems of Alabama
85,440$27.5M0.1%IndexLowMontgomery, AL2026-11-04
ProShare Advisors LLC
84,282$27.2M0.0%GrowthLowBethesda, MD2026-10-29
Swedbank AB
79,669$25.7M0.0%GrowthLowStockholm, Sweden2026-10-27
Waycross Partners, LLC
76,992$24.8M1.9%CoreMediumLouisville, KY2026-11-03
Copeland Capital Management, LLC
76,551$24.7M0.6%ValueMediumConshohocken, PA2026-10-13
Excalibur Management Corp
73,756$23.8M7.7%CoreVery LowWaltham, MA2026-11-02
Formuepleje A/S
70,116$22.6M1.9%CoreMediumAarhus C, Greece2026-10-15
BI Asset Management Fondsmaeglerselskab A/S
64,965$20.9M0.4%CoreMediumKobenhavn, Greece2026-10-22
Schwartz Investment Counsel Inc
60,000$19.3M0.7%GrowthMediumPlymouth, MI2026-10-26
KCM Investment Advisors LLC
56,704$18.3M0.5%CoreVery LowGreenbrae, CA2026-10-27
Glenview Trust Co
53,927$17.4M0.2%GrowthVery LowLouisville, KY2026-10-28
Birch Hill Investment Advisors LLC
47,799$15.4M0.6%CoreVery LowBoston, MA2026-10-16
Exchange Traded Concepts, LLC
44,223$14.2M0.1%GrowthMediumOklahoma City, OK2026-10-28
DekaBank Deutsche Girozentrale
42,401$13.8M0.1%CoreLowFrankfurt, Hong Kong2026-10-27
MassMutual Private Wealth & Trust, FSB
42,104$13.6M0.4%CoreLowSpringfield, MA2026-10-05
OP Asset Management Ltd
40,366$13.0M0.1%GrowthMediumHelsinki, Hungary2026-11-05
Wedge Capital Management L L P
35,973$11.6M0.2%ValueMediumCharlotte, NC2026-10-13
Moran Wealth Management, LLC
34,977$11.3M0.3%CoreMediumNaples, FL2026-10-22
New York State Teachers Retirement System
32,957$10.6M0.0%CoreVery LowAlbany, NY2026-10-22
Running Oak Capital LLC
30,929$10.0M1.6%ValueLowEdina, MN2026-11-04
Bahl & Gaynor LLC
30,615$9.9M0.0%CoreLowCincinnati, OH2026-11-05
Thompson Davis & Co., Inc.
28,947$9.3M6.3%CoreMediumRichmond, VA2026-11-05
Kinsale Capital Group, Inc.
28,787$9.3M1.2%ValueLowRichmond, VA2026-11-04
Citigroup Inc
28,555$9.2M0.0%CoreMediumNew York, NY2026-11-04
Guinness Asset Management LTD
25,491$8.2M0.1%CoreLowLondon, United Kingdom2026-11-05
Mutual of America Capital Management LLC
24,773$8.0M0.1%IndexLowNew York, NY2026-10-23
Creative Planning
23,174$7.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Kwmg, LLC
22,229$7.2M0.5%ETFVery LowOverland Park, KS2026-10-07
YHB Investment Advisors, Inc.
21,757$7.0M0.4%GrowthLowWest Hartford, CT2026-10-08
Nisa Investment Advisors, LLC
21,471$6.9M0.0%IndexVery LowSt. Louis, MO2026-10-20
Eulav Asset Management
19,400$6.3M0.2%GrowthMediumSarasota, FL2026-10-23
Oppenheimer & Co Inc
18,654$6.0M0.1%CoreLowNew York, NY2026-10-26
Amalgamated Bank
18,166$5.9M0.1%CoreVery LowNew York, NY2026-10-23
Princeton Global Asset Management LLC
17,216$5.5M0.8%GrowthLowPrinceton, NJ2026-10-21
Greenfield Seitz Capital Management, LLC
14,878$4.8M1.4%GARPLowDallas, TX2026-10-29
Cambridge Investment Research Advisors, Inc.
14,069$4.5M0.0%ETFLowFairfield, IA2026-11-02
Fifth Third Bancorp
13,573$4.4M0.0%IndexVery LowCincinnati, OH2026-11-05
State of New Jersey Common Pension Fund D
13,373$4.3M0.0%CoreLowTrenton, NJ2026-11-05
Marks Group Wealth Management, Inc
13,086$4.2M0.4%CoreMediumMinnetonka, MN2026-11-05
Watchman Group, Inc.
13,033$4.2M1.0%ETFLowPlano, TX2026-10-16
Compass Wealth Management LLC
12,680$4.1M0.8%GARPLowGuilford, CT2026-10-22
Next Level Private LLC
12,345$4.0M0.8%CoreVery LowHarrison, NY2026-10-20
Y-Intercept (Hong Kong) Ltd
12,049$3.9M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Louisiana State Employees Retirement System
11,800$3.8M0.1%IndexLowBaton Rouge, LA2026-10-20
Kestra Advisory Services, LLC
11,521$3.7M0.0%CoreLowAustin, TX2026-11-02
Arizona State Retirement System
11,402$3.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Vest Financial, LLC
11,275$3.6M0.0%ValueMediumMclean, VA2026-10-21
Yousif Capital Management, LLC
10,917$3.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Chesley Taft & Associates LLC
10,640$3.4M0.1%CoreLowChicago, IL2026-10-13
Covea Finance
10,600$3.4M0.1%GrowthMediumParis, India2026-10-21
Harvey Investment Co LLC
10,440$3.4M0.9%CoreVery LowLouisville, KY2026-10-20
Fideuram Asset Management (Ireland) dac
10,101$3.6M0.1%CoreHighDublin 1, Lithuania2026-10-29
Assenagon Asset Management S.A.
10,015$3.2M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
9,457$3.0M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
9,272$3.0M0.0%IndexLowEast Lansing, MI2026-10-27
Boston Common Asset Management, LLC
9,057$2.9M0.2%CoreLowBoston, MA2026-10-13
Thrivent Financial for Lutherans
9,007$2.9M0.0%GARPMediumMinneapolis, MN2026-11-05
Tilia Fiduciary Partners, Inc.
8,981$2.9M1.3%CoreLowWilmington, NC2026-10-09
Shayne & Jacobs, LLC
8,525$2.7M0.8%ValueVery LowNashville, TN2026-10-21
Robeco Institutional Asset Management B.V.
8,412$2.7M0.0%CoreMediumRotterdam, Philippines2026-10-20
Inspire Investing, LLC
8,396$2.7M0.1%GARPHighMeridian, ID2026-10-22
Oregon Public Employees Retirement Fund
8,209$2.6M0.0%IndexVery LowTigard, OR2026-10-30
PFG Advisors
7,751$2.5M0.1%ETFMediumPhoenix, AZ2026-10-16
Wealth Enhancement Advisory Services, LLC
7,725$2.5M0.0%CoreLowPlymouth, MN2026-10-13
Parsons Capital Management Inc
7,546$2.4M0.1%CoreLowProvidence, RI2026-10-28
Canandaigua National Bank & Trust Co
7,533$2.4M0.2%CoreVery LowCanandaigua, NY2026-10-07
Burney Co/
7,064$2.3M0.1%GARPMediumReston, VA2026-10-15
Tandem Capital Management Corp
7,051$2.3M1.0%CoreLowWoodcliff Lake, NJ2026-10-22
KBC Group NV
6,873$2.2M0.0%CoreMediumBrussels, Czech Republic2026-10-22
Grandfield & Dodd, LLC
6,797$2.2M0.1%CoreVery LowNew York, NY2026-10-29
Cox Capital Mgt LLC
6,615$2.1M1.2%GrowthMediumAndover, MA2026-10-07
Swiss Life Asset Management Ltd
6,369$2.1M0.0%CoreLowZurich, Switzerland2026-11-03
Procyon Advisors, LLC
6,242$2.0M0.1%CoreVery LowShelton, CT2026-10-21
Diversified Management Inc
6,173$2.0M0.3%CoreVery LowMilwaukee, WI2026-10-08
New York Life Investment Management LLC
5,851$1.9M0.0%GrowthLowNew York, NY2026-11-04
ABN Amro Investment Solutions
5,786$1.9M0.0%GrowthLowParis Cedex 008, India2026-10-21
Lifestyle Asset Management, Inc.
5,754$1.9M0.4%ETFHighFriendswood, TX2026-10-20
Romano Brothers and Company
5,713$1.8M0.2%CoreLowEvanston, IL2026-10-22
Montecito Bank & Trust
5,650$1.8M0.3%GrowthVery LowSanta Barbara, CA2026-10-01
Polaris Capital Management, LLC
5,544$1.8M0.2%Deep ValueLowBoston, MA2026-10-21
Eads & Heald Wealth Management
5,496$1.8M0.9%CoreLowAtlanta, GA2026-10-29
Stonebridge Financial Group, LLC
5,459$1.8M0.1%ETFMediumWormleysburg, PA2026-10-01
Davenport & Co LLC
5,366$1.7M0.0%CoreMediumRichmond, VA2026-10-14
Bokf, NA
5,357$1.7M0.0%CoreLowTulsa, OK2026-10-27
US Bancorp \de\
5,172$1.7M0.0%IndexLowMinneapolis, MN2026-11-05
Xponance LLC
5,024$1.6M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Commonwealth Equity Services, LLC
4,947$1.6M0.0%ETFLowWaltham, MA2026-11-02
Sepio Capital, LP
4,708$1.5M0.1%ETFLowSalt Lake City, UT2026-10-22
Lecap Asset Management LTD
4,641$1.5M0.7%ValueVery HighLondon, United Kingdom2026-10-27
Aware Super Pty Ltd as trustee of Aware Super
4,566$1.5M0.0%GrowthMediumSydney, China2026-10-30
Equitable Trust Co
4,384$1.4M0.1%CoreLowNashville, TN2026-10-13
Sterling Capital Management LLC
4,036$1.3M0.0%GARPMediumCharlotte, NC2026-10-22
Quadrant Capital Group LLC
3,769$1.2M0.0%CoreLowCincinnati, OH2026-10-20
State of Alaska, Department of Revenue
3,755$1.2M0.0%CoreVery LowJuneau, AK2026-10-15
Ethic Inc.
3,623$1.2M0.0%CoreLowNew York, NY2026-11-03
Illinois Municipal Retirement Fund
3,573$1.2M0.0%CoreMediumOak Brook, IL2026-11-05
SevenBridge Financial Group, LLC
3,519$1.2M0.2%CoreLowHarrisburg, PA2026-10-26
Kestra Investment Management, LLC
3,517$1.1M0.0%ETFMediumAustin, TX2026-11-04
Daiwa Securities Group Inc.
3,320$1.1M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Nemes Rush Group LLC
3,202$1.0M0.1%CoreVery LowNovi, MI2026-11-04
HB Wealth Management, LLC
3,116$1.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Azzad Asset Management Inc
3,081$992.7K0.1%GrowthMediumFalls Church, VA2026-11-04
Parr Mcknight Wealth Management Group, LLC
3,002$967.2K0.1%CoreMediumMinneapolis, MN2026-10-30
Sycomore Asset Management
3,000$1.0K0.1%Agg GrowthLowParis, India2026-10-26
Apollon Wealth Management, LLC
2,968$956.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Mraz, Amerine & Associates, Inc.
2,965$955.2K0.1%Deep ValueLowModesto, CA2026-10-30
Tcfg Investment Advisors, LLC
2,941$947.5K0.3%GrowthMediumLaguna Niguel, CA2026-10-20
Gamma Investing LLC
2,826$910.5K0.0%IndexVery LowFoster City, CA2026-10-08
Avior Wealth Management, LLC
2,823$909.5K0.0%ETFMediumOmaha, NE2026-10-13
Boit C F David
2,800$902.1K0.4%CoreVery LowBoston, MA2026-10-29
Virginia Retirement Systems ET Al
2,800$902.1K0.0%CoreMediumRichmond, VA2026-10-28
Alps Advisors Inc
2,750$886.0K0.0%YieldLowDenver, CO2026-11-03
Lido Advisors, LLC
2,744$884.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Concurrent Investment Advisors, LLC
2,668$859.6K0.0%GrowthMediumTampa, FL2026-10-16
Carnegie Investment Counsel
2,646$852.5K0.0%CoreLowPepper Pike, OH2026-10-20
First Citizens Bank & Trust Co
2,554$822.8K0.0%CoreMediumRaleigh, NC2026-10-14
Harbor Capital Advisors, Inc.
2,551$822.0K0.1%ValueHighChicago, IL2026-10-22
Atria Investments, Inc
2,518$811.3K0.0%CoreMediumCharlotte, NC2026-10-15
Moody National Bank Trust Division
2,479$798.7K0.1%CoreMediumGalveston, TX2026-10-06
Crossmark Global Holdings, Inc.
2,311$744.5K0.0%GARPMediumHouston, TX2026-10-21
BLB&B Advisors, LLC
2,290$737.8K0.0%ETFLowMontgomeryville, PA2026-10-27
Prospera Financial Services Inc
2,286$860.4K0.0%CoreMediumDallas, TX2026-11-04
Sendero Wealth Management, LLC
2,273$732.3K0.1%GARPLowSan Antonio, TX2026-10-14
WBH Advisory Inc
2,246$723.6K0.0%ETFLowBaltimore, MD2026-11-05
Evergreen Capital Management LLC
2,210$712.0K0.0%GARPMediumBellevue, WA2026-10-23
Vise Technologies, Inc.
2,099$676.3K0.0%IndexLowNew York, NY2026-10-29
Tributary Capital Management, LLC
2,038$656.6K0.1%ValueMediumOmaha, NE2026-10-28
Sylvest Advisors, LLC
2,036$655.9K0.3%ETFMediumDallas, TX2026-10-26
Canandaigua National Trust Co of Florida
2,029$653.7K0.4%CoreLowCanandaigua, NY2026-10-07
Fifth Third Wealth Advisors LLC
2,028$653.4K0.0%IndexVery LowCincinnati, OH2026-10-22
CoreCap Advisors, LLC
2,004$645.6K0.0%ETFMediumSouthfield, MI2026-10-08
Radnor Capital Management, LLC
1,965$633.1K0.1%CoreLowWayne, PA2026-10-23
Advisor OS, LLC
1,949$627.8K0.0%ETFMediumChicago, IL2026-11-03
Creative Financial Designs Inc
1,914$616.6K0.0%ETFMediumKokomo, IN2026-11-04
Keybank National Association
1,872$603.1K0.0%CoreLowBrooklyn, OH2026-11-04
Larson Financial Group LLC
1,843$593.7K0.0%GrowthLowSt Louis, MO2026-11-05
Bath Savings Trust Co
1,827$588.6K0.1%CoreLowBath, ME2026-10-07
Alhambra Investment Management LLC
1,823$587.3K0.3%CoreLowPalmetto Bay, FL2026-10-15
Boston Trust Walden Corp
1,813$584.1K0.0%CoreLowBoston, MA2026-10-30
Farther Finance Advisors, LLC
1,771$570.6K0.0%IndexLowSan Francisco, CA2026-10-08
Choreo, LLC
1,759$566.7K0.0%IndexLowRockford, IL2026-10-28
Gateway Investment Advisers LLC
1,747$562.8K0.0%GrowthLowCincinnati, OH2026-10-13
Clear Creek Financial Management, LLC
1,641$528.6K0.0%ETFMediumSilverdale, WA2026-10-28
SEB Asset Management AB
1,601$515.8K0.0%CoreN/AStockholm, Sweden2026-11-04
Imc-Chicago, LLC
1,570$505.8K0.0%GARPVery HighChicago, IL2026-11-05
Y.D. More Investments Ltd
1,528$492.3K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Legacy Capital Wealth Partners, LLC
1,526$491.6K0.1%CoreMediumLittle Rock, AR2026-10-21
Riverwater Partners LLC
1,495$481.6K0.1%ValueMediumMilwaukee, WI2026-11-03
Shakespeare Wealth Management, LLC
1,442$464.6K0.1%ETFMediumPewaukee, WI2026-10-28
Guinness Atkinson Asset Management Inc
1,441$464.2K0.2%GrowthMediumPasadena, CA2026-11-05
Simplex Trading, LLC
1,361$438.5K0.0%CoreVery HighChicago, IL2026-11-04
Eastern Bank
1,341$432.0K0.0%GrowthMediumBoston, MA2026-10-05
Net Worth Advisory Group
1,285$417.9K0.1%GARPMediumSandy, UT2026-10-20
Kepler Cheuvreux (Suisse) SA
1,282$413.0K0.0%CoreHighNyon, Switzerland2026-10-20
CIBC Asset Management Inc
1,264$407.2K0.0%GARPLowToronto, South Africa2026-11-05
XML Financial, LLC
1,260$405.9K0.0%ETFLowBethesda, MD2026-10-29
Citizens Financial Group Inc
1,240$399.6K0.0%GrowthLowProvidence, RI2026-10-23
Meridian Wealth Management, LLC
1,234$397.7K0.0%GrowthLowLexington, KY2026-11-05
North Dakota State Investment Board
1,220$393.0K0.0%GrowthMediumBismarck, ND2026-10-27
Olio Financial Planning
1,196$385.3K0.1%ETFVery LowMclean, VA2026-10-22
Resonant Capital Advisors, LLC
1,194$384.7K0.0%ETFLowMadison, WI2026-10-15
Revolve Wealth Partners, LLC
1,175$378.6K0.0%ETFVery LowHackensack, NJ2026-10-23
Cadent Capital Advisors, LLC
1,168$376.3K0.1%ETFHighTulsa, OK2026-10-09
Raiffeisen Bank International AG
1,168$380.4K0.0%GrowthMediumVienna, Chile2026-10-28
Clark Financial Services Group Inc
1,167$376.0K0.2%ETFLowChesterfield, MO2026-10-19
MeadowBrook Investment Advisors LLC
1,164$410.4K0.3%CoreLowLivonia, MI2026-10-29
Nations Financial Group Inc,
1,163$374.7K0.0%CoreLowCedar Rapids, IA2026-11-05
Strs Ohio
1,154$371.8K0.0%CoreMediumColumbus, OH2026-10-30
Connecticut Wealth Management, LLC
1,150$370.5K0.0%ETFLowFarmington, CT2026-10-13
Tred Avon Family Wealth, LLC
1,131$364.4K0.1%CoreLowEaston, MD2026-10-20
Monarch Capital Management Inc
1,110$357.6K0.1%CoreVery LowFort Wayne, IN2026-10-19
Vontobel Holding Ltd.
1,096$353.1K0.0%CoreMediumZurich, Switzerland2026-10-16
Intrua Financial, LLC
1,068$344.2K0.0%ETFMediumHouston, TX2026-10-28
Dorato Capital Management
1,037$330.0K0.2%ValueVery LowDenver, CO2026-10-08
Trust Point Inc.
1,006$324.1K0.0%CoreMediumLa Crosse, WI2026-10-27
Rockland Trust Co
1,000$322.2K0.0%CoreLowHanover, MA2026-10-05
AlphaCore Capital LLC
984$317.0K0.0%ETFLowLa Jolla, CA2026-11-04
Fulcrum Asset Management LLP
962$313.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
Wilkins Miller Wealth Management, LLC
960$309.3K0.2%ETFVery LowMobile, AL2026-10-13
Axxion S.A.
943$303.8K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Wedmont Private Capital
928$298.1K0.0%IndexVery LowWest Chester, PA2026-10-09
Chicago Partners Investment Group LLC
909$313.6K0.0%GARPLowChicago, IL2026-10-27
Praxis Investment Management Inc
904$291.0K0.0%CoreLowGoshen, IN2026-11-03
Viewpoint Investment Partners Corp
900$290.0K0.1%ValueMediumCalgary, Abu Dhabi2026-10-26
Fjarde Ap-Fonden TH Swedish National Pension Fund
893$287.7K0.0%GrowthLowStockholm, Sweden2026-10-15
Koshinski Asset Management, Inc.
878$282.8K0.0%ETFLowDecatur, IL2026-10-29
Union Bancaire Privee, UBP SA
868$251.2K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Compound Planning, Inc.
859$276.7K0.0%CoreLowNew York, NY2026-11-05
Peterson Wealth Services
852$274.6K0.1%GrowthHighSouth Ogden, UT2026-10-26
Park Avenue Securities LLC
847$273.0K0.0%ETFMediumNew York, NY2026-10-26
CX Institutional
840$2710.0%CoreMediumAuburn, IN2026-10-02
Childress Capital Advisors, LLC
830$267.4K0.0%GARPMediumHouston, TX2026-10-28
Allied Investment Advisors, LLC
820$264.2K0.0%ValueLowBillings, MT2026-10-13
TrueWealth Advisors, LLC
800$257.7K0.1%ETFMediumBirmingham, AL2026-10-09
Mission Wealth Management, LP
795$256.1K0.0%ETFLowSanta Barbara, CA2026-10-15
Genesis Private Wealth, LLC
792$255.2K0.1%ETFLowAshburn, VA2026-11-02
Profund Advisors LLC
787$253.5K0.0%GrowthLowBethesda, MD2026-10-29
Gryphon Financial Partners LLC
749$241.4K0.0%IndexLowColumbus, OH2026-11-04
Patten Group, Inc.
747$240.7K0.0%CoreLowChattanooga, TN2026-10-26
Signaturefd, LLC
747$240.8K0.0%IndexLowAtlanta, GA2026-10-23
TD Waterhouse Canada Inc.
741$241.1K0.0%CoreLowToronto, Australia2026-10-16
111 Capital
715$230.4K0.0%CoreVery HighParis, India2026-11-03
Ashton Thomas Private Wealth, LLC
703$226.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Elevation Point Wealth Partners, LLC
696$224.2K0.0%CoreHighDenver, CO2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
669$215.5K0.0%IndexVery LowTokyo, Mexico2026-10-20
Lebenthal Global Advisors, LLC
666$214.6K0.0%ETFMediumHauppauge, NY2026-10-28
Sunburst Financial Group, LLC
658$212.0K0.0%ETFVery LowVestavia Hills, AL2026-10-09
Greenleaf Trust
646$208.1K0.0%CoreLowKalamazoo, MI2026-10-29
United Advisor Group, LLC
637$205.2K0.0%ETFLowCincinnati, OH2026-11-03
MCF Advisors LLC
633$203.9K0.0%ETFLowLexington, KY2026-10-28
Malaga Cove Capital, LLC
624$201.0K0.1%GrowthLowPv Estates, CA2026-10-23
Applied Finance Capital Management, LLC
623$200.7K0.0%CoreMediumSan Juan, PR2026-11-03
State of Wyoming
608$195.9K0.0%ValueHighCheyenne, WY2026-10-28
Assetmark, Inc
550$177.2K0.0%ETFLowConcord, CA2026-10-21
Mather Group, Llc.
525$169.1K0.0%ETFMediumChicago, IL2026-10-14
EverSource Wealth Advisors, LLC
521$167.9K0.0%CoreMediumBirmingham, AL2026-11-04
Deseret Mutual Benefit Administrators
503$162.1K0.1%CoreMediumSalt Lake City, UT2026-11-04
MTM Investment Management, LLC
500$161.1K0.0%CoreVery LowSpartanburg, SC2026-10-30
IFP Advisors, Inc
495$159.5K0.0%GrowthLowTampa, FL2026-10-16
Steph & Co
476$153.4K0.0%ETFLowMarinette, WI2026-10-07
Private Trust Co NA
417$134.3K0.0%CoreLowCleveland, OH2026-10-20
V-Square Quantitative Management LLC
388$125.0K0.0%CoreLowChicago, IL2026-10-15
RMG Wealth Management LLC
355$124.3K0.0%ETFVery HighPlatteville, WI2026-10-26
Capital Advisors, Ltd. LLC
340$110.0K0.1%ETFLowShaker Heights, OH2026-10-27
Caldwell Trust Co
337$108.6K0.0%GrowthLowVenice, FL2026-10-30
Birch Financial Group, LLC
326$105.0K0.0%CoreLowKeene, NH2026-10-27
Atlantic Edge Private Wealth Management, LLC
316$101.7K0.0%CoreLowJacksonville, FL2026-10-20
University of Texas S AM Investment Management Co
284$91.5K0.0%CoreHighAustin, TX2026-11-03
Parallel Advisors, LLC
268$86.5K0.0%IndexLowSan Francisco, CA2026-11-03
Beacon Investment Advisory Services, Inc.
250$80.5K0.0%GrowthLowMorristown, NJ2026-10-13
Heritage Family Offices, LLP
224$72.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Miller Global Investments, LLC
201$64.8K0.1%ValueMediumDallas, TX2026-10-02
Root Financial Partners, LLC
185$59.6K0.0%ETFMediumEncinitas, CA2026-10-21
Wilmington Savings Fund Society, FSB
165$53.2K0.0%CoreLowWilmington, DE2026-10-23
Generali Asset Management SPA SGR
151$48.6K0.0%CoreLowTrieste, Latvia2026-10-26
Elyxium Wealth, LLC
149$48.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Essential Partners LLC
130$41.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
SJS Investment Consulting Inc.
129$41.6K0.0%ETFVery LowSylvania, OH2026-10-26
Owl Creek Wealth Partners LLC
118$38.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Pinnacle Wealth Planning Services, Inc.
110$35.4K0.0%GARPLowMansfield, OH2026-10-27
TD Private Client Wealth LLC
104$33.5K0.0%ETFLowNew York, NY2026-10-28
Cullen T Bankers, Inc.
100$32.2K0.0%GrowthLowSan Antonio, TX2026-10-28
DeDora Capital, Inc.
95$30.6K0.0%ETFVery LowNapa, CA2026-10-26
Mirae Asset Global Investments Co., Ltd.
91$29.3K0.0%GrowthLowSeoul, Malaysia2026-11-03
Versant Capital Management, Inc
91$29.3K0.0%GARPLowPhoenix, AZ2026-10-02
Parkside Financial Bank & Trust
86$27.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
80$25.8K0.0%IndexVery LowTokyo, Mexico2026-11-05
SBI Securities Co., Ltd.
75$24.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
True Wealth Design, LLC
74$23.8K0.0%ETFMediumAkron, OH2026-10-13
Covestor Ltd
74$24.0K0.0%ValueHighLondon, United Kingdom2026-10-30
Provenance Wealth Advisors, LLC
72$23.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Blue Trust, Inc.
66$21.3K0.0%ETFLowBrentwood, TN2026-10-15
North Star Investment Management Corp.
60$19.3K0.0%CoreLowChicago, IL2026-10-27
Rossby Financial, LCC
58$18.7K0.0%ETFMediumMelbourne, FL2026-11-05
Hoey Investments, Inc
58$18.7K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Harel Insurance Investments & Financial Services Ltd.
52$170.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Bayforest Capital Ltd
52$16.8K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Security National Bank
50$16.1K0.0%GrowthLowOmaha, NE2026-10-26
Silver Grove Financial Group, Inc.
42$13.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Farmers & Merchants Investments Inc
35$11.3K0.0%CoreVery LowLincoln, NE2026-10-22
Evermay Wealth Management LLC
35$11.3K0.0%ETFLowArlington, VA2026-11-05
JFS Wealth Advisors, LLC
34$11.0K0.0%ETFVery LowHermitage, PA2026-11-03
North Point Portfolio Managers Corp
33$10.6K0.0%GrowthLowOrange Village, OH2026-10-07
Asset Dedication, LLC
32$10.3K0.0%ETFLowSan Francisco, CA2026-11-03
WPG Advisers, LLC
31$10.0K0.0%CoreLowBaltimore, MD2026-10-27
Acumen Wealth Advisors, LLC
29$9.3K0.0%GrowthHighChattanooga, TN2026-11-05
John Boyer, Inc.
29$9.3K0.0%ETFMediumTampa, FL2026-10-27
Fortitude Family Office, LLC
25$8.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Harbor Investment Advisory, LLC
25$8.1K0.0%GrowthLowLutherville, MD2026-10-13
Key FInancial Inc
25$8.1K0.0%ETFLowWest Chester, PA2026-11-02
Richardson Capital Management LLC
25$8.1K0.0%ETFLowMenomonee Falls, WI2026-10-23
Arlington Trust Co LLC
24$7.7K0.0%ETFMediumBirmingham, AL2026-10-20
Torren Management, LLC
24$7.8K0.0%ETFMediumSan Diego, CA2026-10-29
Bare Financial Services, Inc
24$7.7K0.0%ETFVery LowGap, PA2026-11-04
United Financial Planning Group LLC
20$6.4K0.0%ETFHighHauppauge, NY2026-11-04
Bangor Savings Bank
20$6.4K0.0%ETFLowBangor, ME2026-10-06
Highline Wealth Partners LLC
18$5.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Union Savings Bank
16$5.2K0.0%CoreLowLitchfield, CT2026-10-14
Pension & Wealth Management Advisors, Inc.
15$4.8K0.0%ETFLowWaltham, MA2026-10-16
High Note Wealth, LLC
14$4.5K0.0%ETFVery LowDeephaven, MN2026-10-27
Cromwell Holdings LLC
13$4.2K0.0%IndexLowJackson, WY2026-10-28
Retirement Wealth Solutions LLC
13$4.2K0.0%ETFLowMarshfield, WI2026-10-07
United Community Bank
12$3.9K0.0%CoreLowGreenville, SC2026-10-28
GK Wealth Management LLC
12$3.9K0.0%GARPVery HighReno, NV2026-10-09
Creative Capital Management Investments LLC
11$3.5K0.0%ETFLowSan Diego, CA2026-10-28
First Horizon Corp
11$3.5K0.0%CoreLowMemphis, TN2026-10-26
Mascoma Wealth Management LLC
10$3.2K0.0%ETFVery LowHanover, NH2026-10-23
Ascentis Independent Advisors
9$2.9K0.0%ETFLowDallas, TX2026-11-03
Bay Harbor Wealth Management, LLC
9$2.9K0.0%ETFMediumHunt Valley, MD2026-11-03
Leonteq Securities AG
8$2.6K0.0%CoreHighZurich, Switzerland2026-10-29
Bell Investment Advisors, Inc
8$2.6K0.0%ETFVery LowOrinda, CA2026-10-29
Kingdom Financial Group Llc.
7$2.3K0.0%ETFMediumPeoria, AZ2026-11-04
Avion Wealth
7$20.0%ETFLowThe Woodlands, TX2026-11-04
DiNuzzo Private Wealth, Inc.
7$2.3K0.0%ETFLowBeaver, PA2026-10-16
Physician Wealth Advisors, Inc.
6$1.9K0.0%ETFMediumMidvale, UT2026-10-20
Wealth Enhancement Trust Services, Inc.
6$1.9K0.0%GrowthMediumSioux Falls, SD2026-10-07
Flagship Wealth Advisors, LLC
5$1.6K0.0%ETFLowWakefield, MA2026-11-03
James T. Borello RIA
5$1.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Rakuten Securities, Inc.
5$1.6K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Latitude Advisors, LLC
5$1.7K0.0%ETFLowYorkville, IL2026-10-27
Hughes Financial Services, LLC
5$1.9K0.0%ETFLowHerndon, VA2026-10-30
Financial Management Professionals, Inc.
3$9670.0%ETFMediumAustin, TX2026-10-23
Ares Financial Consulting, LLC
3$9670.0%CoreLowCalabasas, CA2026-10-19
Proathlete Wealth Management LLC
3$9660.0%ETFVery LowBoca Raton, FL2026-10-15
Signature Equity Partners, LLC
3$9670.0%GrowthMediumColumbus, OH2026-10-29
Triumph Capital Management
3$9670.0%ETFMediumDenver, CO2026-10-14
Clark Wealth Partners
3$9670.0%ETFVery LowO'Fallon, IL2026-10-19
Activest Wealth Management
2$6440.0%ETFLowAventura, FL2026-10-15
Burk Holdings LLC
2$6440.0%ETFVery LowTulsa, OK2026-11-05
Country Trust Bank
2$6440.0%GrowthLowBloomington, IL2026-10-30
Manchester Capital Management LLC
2$6450.0%CoreLowManchester, VT2026-10-22
Golden State Wealth Management, LLC
2$6440.0%ETFMediumSanta Ana, CA2026-11-02
Birchwood Financial Partners, Inc.
2$6440.0%ETFVery LowBloomington, MN2026-11-02
DecisionPoint Financial, LLC
2$6510.0%ETFVery LowMesa, AZ2026-10-27
Downshift Financial, LLC
1$3220.0%ETFLowBoulder, CO2026-10-13
Balance Wealth Partners LLC
0$630.0%ETFMediumWorthington, OH2026-10-27