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Carmax Inc (KMX)

CUSIP: 143130102 | NYSE | Consumer Cyclical · Auto & Truck Dealerships | Mid Cap | 2360 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP5,651,649
0.1% of portfolio›$311.5M
Bank of New York Mellon Corp799,505
0.0% of portfolio›$44.1M
Principal Financial Group Inc673,193
0.0% of portfolio›$37.1M
Nexus Investment Management ULC458,465
3.1% of portfolio›$25.3M
Eubel Brady & Suttman Asset Management Inc383,805
5.5% of portfolio›$21.2M
Endure Capital Management, LLC383,260
6.9% of portfolio›$21.1M
Welch & Forbes LLC382,103
0.3% of portfolio›$21.1M
Clifford Swan Investment Counsel LLC298,921
0.5% of portfolio›$16.5M
Kinsale Capital Group, Inc.219,927
1.6% of portfolio›$12.1M
Fideuram Asset Management (Ireland) dac199,287
0.2% of portfolio›$10.2M
Wealth Enhancement Advisory Services, LLC189,690
0.0% of portfolio›$9.4M
Oppenheimer & Co Inc173,174
0.1% of portfolio›$9.5M
Creative Planning140,267
0.0% of portfolio›$7.7M
Markel Group Inc.136,500
0.1% of portfolio›$7.5M
Thrivent Financial for Lutherans129,022
0.0% of portfolio›$7.1M
New York State Teachers Retirement System117,238
0.0% of portfolio›$6.5M
Davenport & Co LLC116,817
0.0% of portfolio›$6.4M
Citigroup Inc112,910
0.0% of portfolio›$6.2M
True North Advisors, LLC89,388
0.4% of portfolio›$4.9M
Alpha Omega Wealth Management LLC79,704
0.7% of portfolio›$4.4M
Virginia Retirement Systems ET Al78,100
0.0% of portfolio›$4.3M
Asset Management Advisors, LLC76,874
2.4% of portfolio›$4.2M
Nisa Investment Advisors, LLC75,029
0.0% of portfolio›$4.1M
Illinois Municipal Retirement Fund74,180
0.0% of portfolio›$4.1M
Louisiana State Employees Retirement System60,500
0.1% of portfolio›$3.3M
Convergence Investment Partners, LLC53,574
0.2% of portfolio›$3.0M
State of Alaska, Department of Revenue48,126
0.1% of portfolio›$2.7M
Redmond Asset Management, LLC47,815
0.8% of portfolio›$2.6M
Midway Capital Research & Management45,398
2.1% of portfolio›$2.5M
State of New Jersey Common Pension Fund D43,238
0.0% of portfolio›$2.4M
Yousif Capital Management, LLC41,089
0.0% of portfolio›$2.3M
Prescott Group Capital Management, L.L.C.41,000
0.2% of portfolio›$2.3M
Amalgamated Bank39,296
0.0% of portfolio›$2.2M
Arizona State Retirement System36,993
0.0% of portfolio›$2.0M
MacKenzie Financial Corp36,984
0.0% of portfolio›$2.0M
B. Metzler seel. Sohn & Co. AG36,090
0.0% of portfolio›$2.0M
Brighton Jones LLC34,761
0.0% of portfolio›$1.9M
Elevated Private Wealth, LLC33,976
1.4% of portfolio›$1.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS33,436
0.0% of portfolio›$1.8M
Oak Thistle LLC32,581
0.2% of portfolio›$1.8M
Oregon Public Employees Retirement Fund31,813
0.0% of portfolio›$1.8M
Vision Capital Management, Inc.30,751
0.2% of portfolio›$1.7M
Sterling Capital Management LLC26,758
0.0% of portfolio›$1.5M
Chicago Partners Investment Group LLC25,899
0.0% of portfolio›$1.3M
Lakewood Asset Management LLC25,319
0.7% of portfolio›$1.4M
Commonwealth Equity Services, LLC24,355
0.0% of portfolio›$1.3M
Daiwa Securities Group Inc.22,473
0.0% of portfolio›$1.2M
HB Wealth Management, LLC22,384
0.0% of portfolio›$1.2M
State of Wyoming22,064
0.1% of portfolio›$1.2M
Truist Financial Corp21,176
0.0% of portfolio›$1.2M
Long Road Investment Counsel, LLC20,800
0.4% of portfolio›$1.1M
Pictet Asset Management Holding SA20,800
0.0% of portfolio›$1.1M
Assetmark, Inc20,243
0.0% of portfolio›$1.1M
New York Life Investment Management LLC19,892
0.0% of portfolio›$1.1M
Krilogy Financial LLC19,097
0.0% of portfolio›$968.0K
US Bancorp \de\18,318
0.0% of portfolio›$1.0M
TriaGen Wealth Management LLC17,979
0.2% of portfolio›$990.8K
Mutual of America Capital Management LLC17,605
0.0% of portfolio›$970.2K
Jackson Creek Investment Advisors LLC16,610
0.7% of portfolio›$915.0K
Citizens Financial Group Inc16,175
0.0% of portfolio›$891.4K
NorthCrest Asset Manangement, LLC15,574
0.0% of portfolio›$837.7K
Cambridge Investment Research Advisors, Inc.15,572
0.0% of portfolio›$858.0K
Old National Bancorp15,436
0.0% of portfolio›$850.7K
Summit Global Investments14,257
0.2% of portfolio›$786.0K
J. Safra Sarasin Holding AG14,152
0.0% of portfolio›$779.9K
Y-Intercept (Hong Kong) Ltd13,280
0.0% of portfolio›$731.9K
CIBC Asset Management Inc12,959
0.0% of portfolio›$714.2K
Salvus Wealth Management, LLC12,315
0.4% of portfolio›$678.7K
Gamma Investing LLC11,347
0.0% of portfolio›$625.3K
Crossmark Global Holdings, Inc.11,220
0.0% of portfolio›$618.3K
Farther Finance Advisors, LLC11,089
0.0% of portfolio›$611.1K
Lido Advisors, LLC10,871
0.0% of portfolio›$599.1K
Curated Wealth Partners LLC10,657
0.0% of portfolio›$587.3K
Xponance LLC10,326
0.0% of portfolio›$569.1K
111 Capital10,254
0.1% of portfolio›$565.1K
TD Waterhouse Canada Inc.10,151
0.0% of portfolio›$567.3K
Birch Hill Investment Advisors LLC10,140
0.0% of portfolio›$558.8K
TCV Trust & Wealth Management, Inc.9,835
0.0% of portfolio›$542.0K
Parcion Private Wealth LLC9,701
0.0% of portfolio›$534.6K
Evergreen Capital Management LLC9,459
0.0% of portfolio›$521.3K
D.A. Davidson & Co.8,955
0.0% of portfolio›$493.5K
EverSource Wealth Advisors, LLC8,500
0.0% of portfolio›$468.4K
AlphaCore Capital LLC8,464
0.0% of portfolio›$466.5K
Fulcrum Asset Management LLP8,407
0.0% of portfolio›$497.9K
Candriam S.C.A.8,226
0.0% of portfolio›$455.0K
MBL Wealth, LLC8,150
0.0% of portfolio›$449.1K
Swiss Life Asset Management Ltd8,095
0.0% of portfolio›$446.1K
Vise Technologies, Inc.7,550
0.0% of portfolio›$416.1K
Montag A & Associates Inc7,526
0.0% of portfolio›$414.8K
Reynders McVeigh Capital Management, LLC7,320
0.0% of portfolio›$403.4K
Exchange Traded Concepts, LLC7,006
0.0% of portfolio›$386.1K
Hollow Brook Wealth Management LLC6,956
0.1% of portfolio›$383.3K
Kestra Advisory Services, LLC6,899
0.0% of portfolio›$380.2K
Park Avenue Securities LLC6,896
0.0% of portfolio›$380.0K
Sage Rhino Capital LLC6,845
0.1% of portfolio›$377.2K
KBC Group NV6,405
0.0% of portfolio›$353.0K
Allegiance Financial Group Advisory Services LLC6,390
0.1% of portfolio›$352.2K
Bokf, NA5,956
0.0% of portfolio›$328.2K
Klingman & Associates, LLC5,875
0.0% of portfolio›$323.8K
Bayforest Capital Ltd5,596
0.5% of portfolio›$308.4K
Daymark Wealth Partners, LLC5,419
0.0% of portfolio›$298.6K
Elevatus Welath Management5,227
0.1% of portfolio›$288.0K
Northwest Wealth Management, LLC5,226
0.0% of portfolio›$288.0K
Soltis Investment Advisors LLC5,215
0.0% of portfolio›$287.4K
Apollon Wealth Management, LLC5,117
0.0% of portfolio›$282.0K
Verus Financial Partners, Inc.5,026
0.0% of portfolio›$277.0K
Essential Partners LLC4,945
0.1% of portfolio›$272.5K
Choreo, LLC4,880
0.0% of portfolio›$268.9K
VestGen Advisors, LLC4,811
0.0% of portfolio›$265.1K
Fifth Third Wealth Advisors LLC4,736
0.0% of portfolio›$261.0K
Strs Ohio4,699
0.0% of portfolio›$259.0K
Atria Investments, Inc4,467
0.0% of portfolio›$246.2K
Thompson Siegel & Walmsley LLC4,404
0.0% of portfolio›$243.0K
North Dakota State Investment Board4,333
0.0% of portfolio›$238.8K
SYM Financial Corp4,280
0.0% of portfolio›$235.9K
Shrier Wealth Management, LLC4,100
0.1% of portfolio›$226.0K
Integrated Advisors Network LLC4,068
0.0% of portfolio›$224.2K
Ethic Inc.4,047
0.0% of portfolio›$223.1K
Praxis Investment Management Inc3,969
0.0% of portfolio›$219.0K
PDS Planning, Inc3,943
0.0% of portfolio›$217.3K
Wedmont Private Capital3,887
0.0% of portfolio›$209.1K
Cidel Asset Management Inc3,763
0.0% of portfolio›$207.4K
waypoint wealth counsel3,697
0.1% of portfolio›$203.7K
Beese Fulmer Investment Management, Inc.3,680
0.0% of portfolio›$202.8K
Equity Investment Corp3,653
0.0% of portfolio›$201.3K
Profund Advisors LLC3,639
0.0% of portfolio›$200.5K
DekaBank Deutsche Girozentrale3,506
0.0% of portfolio›$197
Investors Research Corp3,440
0.0% of portfolio›$189.6K
CX Institutional3,008
0.0% of portfolio›$166
Pinnacle Wealth Planning Services, Inc.2,888
0.0% of portfolio›$159.2K
SJS Investment Consulting Inc.2,503
0.0% of portfolio›$137.9K
Root Financial Partners, LLC2,353
0.0% of portfolio›$129.7K
IFP Advisors, Inc2,348
0.0% of portfolio›$129.4K
Parallel Advisors, LLC2,290
0.0% of portfolio›$126.2K
True Wealth Design, LLC2,064
0.0% of portfolio›$113.7K
Clean Yield Group1,839
0.0% of portfolio›$101.3K
Signaturefd, LLC1,698
0.0% of portfolio›$93.6K
Salomon & Ludwin, LLC1,613
0.0% of portfolio›$88.9K
Deseret Mutual Benefit Administrators1,226
0.0% of portfolio›$67.6K
Rakuten Securities, Inc.1,221
0.0% of portfolio›$67.3K
SBK Financial, Inc.1,150
0.0% of portfolio›$63.4K
BI Asset Management Fondsmaeglerselskab A/S1,131
0.0% of portfolio›$62.0K
Compass Wealth Management LLC1,100
0.0% of portfolio›$60.6K
Larson Financial Group LLC1,050
0.0% of portfolio›$57.9K
CFG Wealth Management Services, Inc.1,020
0.1% of portfolio›$57.0K
Reyes Financial Architecture, Inc.953
0.0% of portfolio›$52.5K
Versant Capital Management, Inc902
0.0% of portfolio›$49.7K
North Star Investment Management Corp.800
0.0% of portfolio›$44.1K
Wilmington Savings Fund Society, FSB675
0.0% of portfolio›$37.2K
JFS Wealth Advisors, LLC633
0.0% of portfolio›$34.9K
Center for Financial Planning, Inc.600
0.0% of portfolio›$33.1K
Murphy & Mullick Capital Management Corp600
0.0% of portfolio›$33.1K
Provenance Wealth Advisors, LLC570
0.0% of portfolio›$31.4K
Covestor Ltd514
0.0% of portfolio›$28
Elevation Wealth Partners, LLC511
0.0% of portfolio›$28.2K
Blume Capital Management, Inc.435
0.0% of portfolio›$24.0K
Bare Financial Services, Inc432
0.0% of portfolio›$23.8K
Activest Wealth Management424
0.0% of portfolio›$23.4K
Owl Creek Wealth Partners LLC405
0.0% of portfolio›$22.3K
Compass Financial Management LLC400
0.0% of portfolio›$22.0K
First Community Trust NA394
0.0% of portfolio›$21.7K
Elyxium Wealth, LLC376
0.0% of portfolio›$20.7K
Capital Advisors, Ltd. LLC352
0.0% of portfolio›$19
Strengthening Families & Communities, LLC350
0.0% of portfolio›$19.3K
Lanark Financial, Inc.309
0.0% of portfolio›$17.0K
Fortitude Family Office, LLC294
0.0% of portfolio›$16.2K
Mitsubishi UFJ Asset Management Co., Ltd.278
0.0% of portfolio›$15.3K
Investment Research & Advisory Group, Inc.258
0.0% of portfolio›$14.2K
MassMutual Private Wealth & Trust, FSB246
0.0% of portfolio›$13.6K
Blue Trust, Inc.227
0.0% of portfolio›$12.5K
Ascentis Independent Advisors219
0.0% of portfolio›$12.1K
Parkside Financial Bank & Trust189
0.0% of portfolio›$10.4K
Private Trust Co NA187
0.0% of portfolio›$10.3K
MidAtlantic Capital Management, Inc.185
0.0% of portfolio›$10.2K
Cape Investment Advisory, Inc.181
0.0% of portfolio›$10.0K
Global X Japan Co., Ltd.172
0.0% of portfolio›$9.5K
CoreCap Advisors, LLC163
0.0% of portfolio›$9.0K
Mather Group, Llc.154
0.0% of portfolio›$8.5K
Next Level Wealth Planning, LLC150
0.0% of portfolio›$8.3K
Farmers & Merchants Investments Inc146
0.0% of portfolio›$8.0K
Main Street Group, LTD135
0.0% of portfolio›$7.4K
Financial Consulate, Inc127
0.0% of portfolio›$7.0K
Dhjj Financial Advisors, Ltd.125
0.0% of portfolio›$6.9K
UMB Private Wealth Management, LLC107
0.0% of portfolio›$5.9K
Pension & Wealth Management Advisors, Inc.106
0.0% of portfolio›$5.8K
Leonteq Securities AG106
0.0% of portfolio›$5.8K
Laurel Wealth Advisors LLC100
0.0% of portfolio›$5.5K
SBI Securities Co., Ltd.99
0.0% of portfolio›$5.5K
Albion Financial Group91
0.0% of portfolio›$5.0K
Rossby Financial, LCC86
0.0% of portfolio›$4.7K
Caitong International Asset Management Co., Ltd84
0.0% of portfolio›$4.6K
High Note Wealth, LLC65
0.0% of portfolio›$3.6K
Creative Capital Management Investments LLC64
0.0% of portfolio›$3.5K
Grove Bank & Trust61
0.0% of portfolio›$3.4K
Cromwell Holdings LLC56
0.0% of portfolio›$3.1K
Clark Wealth Partners51
0.0% of portfolio›$2.8K
Ascentis Wealth Management, LLC46
0.0% of portfolio›$2.5K
Financial Network Wealth Advisors LLC42
0.0% of portfolio›$2.3K
Silver Grove Financial Group, Inc.37
0.0% of portfolio›$2.0K
Spire Wealth Management36
0.0% of portfolio›$2.0K
Carolina Wealth Advisors, LLC33
0.0% of portfolio›$1.8K
Manchester Capital Management LLC32
0.0% of portfolio›$1.8K
Bay Harbor Wealth Management, LLC32
0.0% of portfolio›$1.8K
Mcdonald Partners LLC30
0.0% of portfolio›$1.7K
MV Capital Management, Inc.29
0.0% of portfolio›$1.6K
Bell Investment Advisors, Inc29
0.0% of portfolio›$1.6K
Noble Wealth Management PBC28
0.0% of portfolio›$1.5K
Cedar Mountain Advisors, LLC27
0.0% of portfolio›$1.5K
Valley National Advisers Inc25
0.0% of portfolio›$1.4K
Gilpin Wealth Management, LLC22
0.0% of portfolio›$1.2K
DiNuzzo Private Wealth, Inc.22
0.0% of portfolio›$1.2K
GoalVest Advisory LLC22
0.0% of portfolio›$1.2K
Physician Wealth Advisors, Inc.20
0.0% of portfolio›$1.1K
Birch Financial Group, LLC19
0.0% of portfolio›$1.0K
Creative Financial Designs Inc18
0.0% of portfolio›$992
Balance Wealth Partners LLC13
0.0% of portfolio›$689
Gen-Wealth Partners Inc10
0.0% of portfolio›$551
Davis Capital Management8
0.0% of portfolio›$441
Proathlete Wealth Management LLC5
0.0% of portfolio›$275
Buck Wealth Strategies, LLC5
0.0% of portfolio›$276
DecisionPoint Financial, LLC5
0.0% of portfolio›$280
WPG Advisers, LLC4
0.0% of portfolio›$220
TD Private Client Wealth LLC4
0.0% of portfolio›$220
James T. Borello RIA4
0.0% of portfolio›$220
Abound Wealth Management4
0.0% of portfolio›$221
Meriwether Wealth & Planning, LLC3
0.0% of portfolio›$165
Private Wealth Management Group, LLC2
0.0% of portfolio›$111
Maryland Capital Advisors Inc.1
0.0% of portfolio›$56
Signature Resources Capital Management, LLC1
0.0% of portfolio›$55
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
5,651,649$311.5M0.1%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
799,505$44.1M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
673,193$37.1M0.0%CoreLowDes Moines, IA2026-11-02
Nexus Investment Management ULC
458,465$25.3M3.1%CoreLowToronto, Australia2026-10-27
Eubel Brady & Suttman Asset Management Inc
383,805$21.2M5.5%Deep ValueMediumMiamisburg, OH2026-11-04
Endure Capital Management, LLC
383,260$21.1M6.9%YieldN/AAustin, TX2026-11-05
Welch & Forbes LLC
382,103$21.1M0.3%CoreVery LowBoston, MA2026-11-04
Clifford Swan Investment Counsel LLC
298,921$16.5M0.5%CoreVery LowPasadena, CA2026-11-05
Kinsale Capital Group, Inc.
219,927$12.1M1.6%ValueLowRichmond, VA2026-11-04
Fideuram Asset Management (Ireland) dac
199,287$10.2M0.2%CoreHighDublin 1, Lithuania2026-10-29
Wealth Enhancement Advisory Services, LLC
189,690$9.4M0.0%CoreLowPlymouth, MN2026-10-13
Oppenheimer & Co Inc
173,174$9.5M0.1%CoreLowNew York, NY2026-10-26
Creative Planning
140,267$7.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Markel Group Inc.
136,500$7.5M0.1%CoreVery LowGlen Allen, VA2026-10-30
Thrivent Financial for Lutherans
129,022$7.1M0.0%GARPMediumMinneapolis, MN2026-11-05
New York State Teachers Retirement System
117,238$6.5M0.0%CoreVery LowAlbany, NY2026-10-22
Davenport & Co LLC
116,817$6.4M0.0%CoreMediumRichmond, VA2026-10-14
Citigroup Inc
112,910$6.2M0.0%CoreMediumNew York, NY2026-11-04
True North Advisors, LLC
89,388$4.9M0.4%CoreMediumDallas, TX2026-10-22
Alpha Omega Wealth Management LLC
79,704$4.4M0.7%ValueLowRichmond, VA2026-10-23
Virginia Retirement Systems ET Al
78,100$4.3M0.0%CoreMediumRichmond, VA2026-10-28
Asset Management Advisors, LLC
76,874$4.2M2.4%ValueVery LowOklahoma City, OK2026-10-26
Nisa Investment Advisors, LLC
75,029$4.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
Illinois Municipal Retirement Fund
74,180$4.1M0.0%CoreMediumOak Brook, IL2026-11-05
Louisiana State Employees Retirement System
60,500$3.3M0.1%IndexLowBaton Rouge, LA2026-10-20
Convergence Investment Partners, LLC
53,574$3.0M0.2%GARPHighPalm Beach Gardens, FL2026-10-28
State of Alaska, Department of Revenue
48,126$2.7M0.1%CoreVery LowJuneau, AK2026-10-15
Redmond Asset Management, LLC
47,815$2.6M0.8%CoreLowHenrico, VA2026-10-27
Midway Capital Research & Management
45,398$2.5M2.1%CoreVery LowChicago, IL2026-10-20
State of New Jersey Common Pension Fund D
43,238$2.4M0.0%CoreLowTrenton, NJ2026-11-05
Yousif Capital Management, LLC
41,089$2.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Prescott Group Capital Management, L.L.C.
41,000$2.3M0.2%Deep ValueMediumTulsa, OK2026-10-30
Amalgamated Bank
39,296$2.2M0.0%CoreVery LowNew York, NY2026-10-23
Arizona State Retirement System
36,993$2.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
MacKenzie Financial Corp
36,984$2.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
B. Metzler seel. Sohn & Co. AG
36,090$2.0M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Brighton Jones LLC
34,761$1.9M0.0%CoreVery LowSeattle, WA2026-11-03
Elevated Private Wealth, LLC
33,976$1.9M1.4%GrowthN/AHartland, WI2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
33,436$1.8M0.0%CoreLowHarrisburg, PA2026-11-03
Oak Thistle LLC
32,581$1.8M0.2%ValueVery HighNew York, NY2026-10-21
Oregon Public Employees Retirement Fund
31,813$1.8M0.0%IndexVery LowTigard, OR2026-10-30
Vision Capital Management, Inc.
30,751$1.7M0.2%CoreVery LowPortland, OR2026-10-20
Sterling Capital Management LLC
26,758$1.5M0.0%GARPMediumCharlotte, NC2026-10-22
Chicago Partners Investment Group LLC
25,899$1.3M0.0%GARPLowChicago, IL2026-10-27
Lakewood Asset Management LLC
25,319$1.4M0.7%ValueLowNaperville, IL2026-10-26
Commonwealth Equity Services, LLC
24,355$1.3M0.0%ETFLowWaltham, MA2026-11-02
Daiwa Securities Group Inc.
22,473$1.2M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
HB Wealth Management, LLC
22,384$1.2M0.0%IndexVery LowAtlanta, GA2026-10-23
State of Wyoming
22,064$1.2M0.1%ValueHighCheyenne, WY2026-10-28
Truist Financial Corp
21,176$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Long Road Investment Counsel, LLC
20,800$1.1M0.4%CoreVery LowKalamazoo, MI2026-11-04
Pictet Asset Management Holding SA
20,800$1.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Assetmark, Inc
20,243$1.1M0.0%ETFLowConcord, CA2026-10-21
New York Life Investment Management LLC
19,892$1.1M0.0%GrowthLowNew York, NY2026-11-04
Krilogy Financial LLC
19,097$968.0K0.0%GrowthLowSt. Louis, MO2026-10-13
US Bancorp \de\
18,318$1.0M0.0%IndexLowMinneapolis, MN2026-11-05
TriaGen Wealth Management LLC
17,979$990.8K0.2%CoreMediumCalabasas, CA2026-10-14
Mutual of America Capital Management LLC
17,605$970.2K0.0%IndexLowNew York, NY2026-10-23
Jackson Creek Investment Advisors LLC
16,610$915.0K0.7%ValueVery HighCastle Rock, CO2026-11-04
Citizens Financial Group Inc
16,175$891.4K0.0%GrowthLowProvidence, RI2026-10-23
NorthCrest Asset Manangement, LLC
15,574$837.7K0.0%GrowthLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
15,572$858.0K0.0%ETFLowFairfield, IA2026-11-02
Old National Bancorp
15,436$850.7K0.0%CoreLowEvansville, IN2026-10-20
Summit Global Investments
14,257$786.0K0.2%CoreMediumBountiful, UT2026-10-28
J. Safra Sarasin Holding AG
14,152$779.9K0.0%CoreMediumBasel, Switzerland2026-10-26
Y-Intercept (Hong Kong) Ltd
13,280$731.9K0.0%ValueVery HighHong Kong, South Korea2026-10-16
CIBC Asset Management Inc
12,959$714.2K0.0%GARPLowToronto, South Africa2026-11-05
Salvus Wealth Management, LLC
12,315$678.7K0.4%CoreMediumRed Bank, NJ2026-10-13
Gamma Investing LLC
11,347$625.3K0.0%IndexVery LowFoster City, CA2026-10-08
Crossmark Global Holdings, Inc.
11,220$618.3K0.0%GARPMediumHouston, TX2026-10-21
Farther Finance Advisors, LLC
11,089$611.1K0.0%IndexLowSan Francisco, CA2026-10-08
Lido Advisors, LLC
10,871$599.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Curated Wealth Partners LLC
10,657$587.3K0.0%GARPLowEl Segundo, CA2026-10-15
Xponance LLC
10,326$569.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
111 Capital
10,254$565.1K0.1%CoreVery HighParis, India2026-11-03
TD Waterhouse Canada Inc.
10,151$567.3K0.0%CoreLowToronto, Australia2026-10-16
Birch Hill Investment Advisors LLC
10,140$558.8K0.0%CoreVery LowBoston, MA2026-10-16
TCV Trust & Wealth Management, Inc.
9,835$542.0K0.0%CoreVery LowRichmond, VA2026-10-16
Parcion Private Wealth LLC
9,701$534.6K0.0%CoreMediumBellevue, WA2026-10-28
Evergreen Capital Management LLC
9,459$521.3K0.0%GARPMediumBellevue, WA2026-10-23
D.A. Davidson & Co.
8,955$493.5K0.0%CoreLowGreat Falls, MT2026-10-28
EverSource Wealth Advisors, LLC
8,500$468.4K0.0%CoreMediumBirmingham, AL2026-11-04
AlphaCore Capital LLC
8,464$466.5K0.0%ETFLowLa Jolla, CA2026-11-04
Fulcrum Asset Management LLP
8,407$497.9K0.0%CoreMediumLondon, United Kingdom2026-11-04
Candriam S.C.A.
8,226$455.0K0.0%GrowthMediumStrassen, Netherlands2026-11-03
MBL Wealth, LLC
8,150$449.1K0.0%ETFLowCharlotte, NC2026-10-22
Swiss Life Asset Management Ltd
8,095$446.1K0.0%CoreLowZurich, Switzerland2026-11-03
Vise Technologies, Inc.
7,550$416.1K0.0%IndexLowNew York, NY2026-10-29
Montag A & Associates Inc
7,526$414.8K0.0%CoreLowAtlanta, GA2026-10-29
Reynders McVeigh Capital Management, LLC
7,320$403.4K0.0%GrowthLowBoston, MA2026-10-30
Exchange Traded Concepts, LLC
7,006$386.1K0.0%GrowthMediumOklahoma City, OK2026-10-28
Hollow Brook Wealth Management LLC
6,956$383.3K0.1%CoreLowKatonah, NY2026-10-29
Kestra Advisory Services, LLC
6,899$380.2K0.0%CoreLowAustin, TX2026-11-02
Park Avenue Securities LLC
6,896$380.0K0.0%ETFMediumNew York, NY2026-10-26
Sage Rhino Capital LLC
6,845$377.2K0.1%ETFLowMenlo Park, CA2026-10-28
KBC Group NV
6,405$353.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Allegiance Financial Group Advisory Services LLC
6,390$352.2K0.1%ETFLowVienna, VA2026-11-02
Bokf, NA
5,956$328.2K0.0%CoreLowTulsa, OK2026-10-27
Klingman & Associates, LLC
5,875$323.8K0.0%ETFVery LowNew York, NY2026-10-20
Bayforest Capital Ltd
5,596$308.4K0.5%Deep ValueVery HighLondon, United Kingdom2026-11-03
Daymark Wealth Partners, LLC
5,419$298.6K0.0%CoreLowCincinnati, OH2026-11-04
Elevatus Welath Management
5,227$288.0K0.1%GrowthHighVictor, NY2026-10-19
Northwest Wealth Management, LLC
5,226$288.0K0.0%ETFLowSpencer, IA2026-10-30
Soltis Investment Advisors LLC
5,215$287.4K0.0%CoreMediumSt. George, UT2026-10-28
Apollon Wealth Management, LLC
5,117$282.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Verus Financial Partners, Inc.
5,026$277.0K0.0%ETFVery LowRichmond, VA2026-10-29
Essential Partners LLC
4,945$272.5K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Choreo, LLC
4,880$268.9K0.0%IndexLowRockford, IL2026-10-28
VestGen Advisors, LLC
4,811$265.1K0.0%GrowthMediumChicago, IL2026-10-27
Fifth Third Wealth Advisors LLC
4,736$261.0K0.0%IndexVery LowCincinnati, OH2026-10-22
Strs Ohio
4,699$259.0K0.0%CoreMediumColumbus, OH2026-10-30
Atria Investments, Inc
4,467$246.2K0.0%CoreMediumCharlotte, NC2026-10-15
Thompson Siegel & Walmsley LLC
4,404$243.0K0.0%Deep ValueMediumRichmond, VA2026-11-05
North Dakota State Investment Board
4,333$238.8K0.0%GrowthMediumBismarck, ND2026-10-27
SYM Financial Corp
4,280$235.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
Shrier Wealth Management, LLC
4,100$226.0K0.1%CoreVery LowLos Angeles, CA2026-10-20
Integrated Advisors Network LLC
4,068$224.2K0.0%GrowthMediumDallas, TX2026-10-20
Ethic Inc.
4,047$223.1K0.0%CoreLowNew York, NY2026-11-03
Praxis Investment Management Inc
3,969$219.0K0.0%CoreLowGoshen, IN2026-11-03
PDS Planning, Inc
3,943$217.3K0.0%IndexVery LowDublin, OH2026-11-03
Wedmont Private Capital
3,887$209.1K0.0%IndexVery LowWest Chester, PA2026-10-09
Cidel Asset Management Inc
3,763$207.4K0.0%CoreMediumToronto, Australia2026-10-29
waypoint wealth counsel
3,697$203.7K0.1%CoreLowAtlanta, GA2026-10-22
Beese Fulmer Investment Management, Inc.
3,680$202.8K0.0%CoreLowCanton, OH2026-10-23
Equity Investment Corp
3,653$201.3K0.0%YieldMediumAtlanta, GA2026-11-04
Profund Advisors LLC
3,639$200.5K0.0%GrowthLowBethesda, MD2026-10-29
DekaBank Deutsche Girozentrale
3,506$1970.0%CoreLowFrankfurt, Hong Kong2026-10-27
Investors Research Corp
3,440$189.6K0.0%ETFLowAtlanta, GA2026-10-07
CX Institutional
3,008$1660.0%CoreMediumAuburn, IN2026-10-02
Pinnacle Wealth Planning Services, Inc.
2,888$159.2K0.0%GARPLowMansfield, OH2026-10-27
SJS Investment Consulting Inc.
2,503$137.9K0.0%ETFVery LowSylvania, OH2026-10-26
Root Financial Partners, LLC
2,353$129.7K0.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
2,348$129.4K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
2,290$126.2K0.0%IndexLowSan Francisco, CA2026-11-03
True Wealth Design, LLC
2,064$113.7K0.0%ETFMediumAkron, OH2026-10-13
Clean Yield Group
1,839$101.3K0.0%CoreLowNorwich, VT2026-10-28
Signaturefd, LLC
1,698$93.6K0.0%IndexLowAtlanta, GA2026-10-23
Salomon & Ludwin, LLC
1,613$88.9K0.0%ETFVery LowRichmond, VA2026-10-29
Deseret Mutual Benefit Administrators
1,226$67.6K0.0%CoreMediumSalt Lake City, UT2026-11-04
Rakuten Securities, Inc.
1,221$67.3K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
SBK Financial, Inc.
1,150$63.4K0.0%N/AN/ARichmond, VA2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
1,131$62.0K0.0%CoreMediumKobenhavn, Greece2026-10-22
Compass Wealth Management LLC
1,100$60.6K0.0%GARPLowGuilford, CT2026-10-22
Larson Financial Group LLC
1,050$57.9K0.0%GrowthLowSt Louis, MO2026-11-05
CFG Wealth Management Services, Inc.
1,020$57.0K0.1%ETFLowIndianapolis, XX2026-10-21
Reyes Financial Architecture, Inc.
953$52.5K0.0%ETFVery HighSan Diego, CA2026-10-22
Versant Capital Management, Inc
902$49.7K0.0%GARPLowPhoenix, AZ2026-10-02
North Star Investment Management Corp.
800$44.1K0.0%CoreLowChicago, IL2026-10-27
Wilmington Savings Fund Society, FSB
675$37.2K0.0%CoreLowWilmington, DE2026-10-23
JFS Wealth Advisors, LLC
633$34.9K0.0%ETFVery LowHermitage, PA2026-11-03
Center for Financial Planning, Inc.
600$33.1K0.0%ETFLowSouthfied, MI2026-10-26
Murphy & Mullick Capital Management Corp
600$33.1K0.0%GrowthLowSmithtown, NY2026-11-02
Provenance Wealth Advisors, LLC
570$31.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Covestor Ltd
514$280.0%ValueHighLondon, United Kingdom2026-10-30
Elevation Wealth Partners, LLC
511$28.2K0.0%ETFLowWalnut Creek, CA2026-10-07
Blume Capital Management, Inc.
435$24.0K0.0%CoreMediumBerkeley, CA2026-10-26
Bare Financial Services, Inc
432$23.8K0.0%ETFVery LowGap, PA2026-11-04
Activest Wealth Management
424$23.4K0.0%ETFLowAventura, FL2026-10-15
Owl Creek Wealth Partners LLC
405$22.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Compass Financial Management LLC
400$22.0K0.0%CoreN/ATampa, FL2026-10-30
First Community Trust NA
394$21.7K0.0%GrowthLowDubuque, IA2026-10-07
Elyxium Wealth, LLC
376$20.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Capital Advisors, Ltd. LLC
352$190.0%ETFLowShaker Heights, OH2026-10-27
Strengthening Families & Communities, LLC
350$19.3K0.0%CoreMediumBoston, MA2026-10-21
Lanark Financial, Inc.
309$17.0K0.0%CoreMediumBirmingham, AL2026-10-26
Fortitude Family Office, LLC
294$16.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Mitsubishi UFJ Asset Management Co., Ltd.
278$15.3K0.0%IndexVery LowTokyo, Mexico2026-11-05
Investment Research & Advisory Group, Inc.
258$14.2K0.0%GrowthVery LowAtlanta, GA2026-10-19
MassMutual Private Wealth & Trust, FSB
246$13.6K0.0%CoreLowSpringfield, MA2026-10-05
Blue Trust, Inc.
227$12.5K0.0%ETFLowBrentwood, TN2026-10-15
Ascentis Independent Advisors
219$12.1K0.0%ETFLowDallas, TX2026-11-03
Parkside Financial Bank & Trust
189$10.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Private Trust Co NA
187$10.3K0.0%CoreLowCleveland, OH2026-10-20
MidAtlantic Capital Management, Inc.
185$10.2K0.0%ETFVery LowRichmond, VA2026-11-05
Cape Investment Advisory, Inc.
181$10.0K0.0%ETFLowMcdonough, GA2026-10-13
Global X Japan Co., Ltd.
172$9.5K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
CoreCap Advisors, LLC
163$9.0K0.0%ETFMediumSouthfield, MI2026-10-08
Mather Group, Llc.
154$8.5K0.0%ETFMediumChicago, IL2026-10-14
Next Level Wealth Planning, LLC
150$8.3K0.0%ETFVery LowMeridian, ID2026-10-29
Farmers & Merchants Investments Inc
146$8.0K0.0%CoreVery LowLincoln, NE2026-10-22
Main Street Group, LTD
135$7.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Financial Consulate, Inc
127$7.0K0.0%ETFLowHunt Valley, MD2026-10-23
Dhjj Financial Advisors, Ltd.
125$6.9K0.0%ETFVery LowNaperville, IL2026-10-23
UMB Private Wealth Management, LLC
107$5.9K0.0%GrowthN/AKansas City, MO2026-10-19
Pension & Wealth Management Advisors, Inc.
106$5.8K0.0%ETFLowWaltham, MA2026-10-16
Leonteq Securities AG
106$5.8K0.0%CoreHighZurich, Switzerland2026-10-29
Laurel Wealth Advisors LLC
100$5.5K0.0%CoreVery LowCharlotte, NC2026-10-27
SBI Securities Co., Ltd.
99$5.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Albion Financial Group
91$5.0K0.0%GrowthLowSalt Lake City, UT2026-10-21
Rossby Financial, LCC
86$4.7K0.0%ETFMediumMelbourne, FL2026-11-05
Caitong International Asset Management Co., Ltd
84$4.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
High Note Wealth, LLC
65$3.6K0.0%ETFVery LowDeephaven, MN2026-10-27
Creative Capital Management Investments LLC
64$3.5K0.0%ETFLowSan Diego, CA2026-10-28
Grove Bank & Trust
61$3.4K0.0%ETFLowMiami, FL2026-10-08
Cromwell Holdings LLC
56$3.1K0.0%IndexLowJackson, WY2026-10-28
Clark Wealth Partners
51$2.8K0.0%ETFVery LowO'Fallon, IL2026-10-19
Ascentis Wealth Management, LLC
46$2.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Financial Network Wealth Advisors LLC
42$2.3K0.0%ETFLowMurray, UT2026-10-28
Silver Grove Financial Group, Inc.
37$2.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Spire Wealth Management
36$2.0K0.0%GrowthMediumMclean, VA2026-10-30
Carolina Wealth Advisors, LLC
33$1.8K0.0%YieldHighMyrtle Beach, SC2026-10-23
Manchester Capital Management LLC
32$1.8K0.0%CoreLowManchester, VT2026-10-22
Bay Harbor Wealth Management, LLC
32$1.8K0.0%ETFMediumHunt Valley, MD2026-11-03
Mcdonald Partners LLC
30$1.7K0.0%CoreLowCleveland, OH2026-11-03
MV Capital Management, Inc.
29$1.6K0.0%ETFLowBethesda, MD2026-10-29
Bell Investment Advisors, Inc
29$1.6K0.0%ETFVery LowOrinda, CA2026-10-29
Noble Wealth Management PBC
28$1.5K0.0%YieldMediumGreenwood Village, CO2026-10-01
Cedar Mountain Advisors, LLC
27$1.5K0.0%ETFVery LowLake Oswego, OR2026-10-15
Valley National Advisers Inc
25$1.4K0.0%ETFLowBethlehem, PA2026-10-23
Gilpin Wealth Management, LLC
22$1.2K0.0%GrowthLowDenver, CO2026-10-09
DiNuzzo Private Wealth, Inc.
22$1.2K0.0%ETFLowBeaver, PA2026-10-16
GoalVest Advisory LLC
22$1.2K0.0%ETFMediumNew York, NY2026-10-02
Physician Wealth Advisors, Inc.
20$1.1K0.0%ETFMediumMidvale, UT2026-10-20
Birch Financial Group, LLC
19$1.0K0.0%CoreLowKeene, NH2026-10-27
Creative Financial Designs Inc
18$9920.0%ETFMediumKokomo, IN2026-11-04
Balance Wealth Partners LLC
13$6890.0%ETFMediumWorthington, OH2026-10-27
Gen-Wealth Partners Inc
10$5510.0%CoreLowZeeland, MI2026-11-04
Davis Capital Management
8$4410.0%CoreLowJacksonville, FL2026-10-08
Proathlete Wealth Management LLC
5$2750.0%ETFVery LowBoca Raton, FL2026-10-15
Buck Wealth Strategies, LLC
5$2760.0%ValueMediumDenver, CO2026-10-28
DecisionPoint Financial, LLC
5$2800.0%ETFVery LowMesa, AZ2026-10-27
WPG Advisers, LLC
4$2200.0%CoreLowBaltimore, MD2026-10-27
TD Private Client Wealth LLC
4$2200.0%ETFLowNew York, NY2026-10-28
James T. Borello RIA
4$2200.0%ETFVery LowEast Dundee, IL2026-10-16
Abound Wealth Management
4$2210.0%ETFVery LowFranklin, TN2026-10-26
Meriwether Wealth & Planning, LLC
3$1650.0%ETFMediumMinden, LA2026-10-13
Private Wealth Management Group, LLC
2$1110.0%ETFLowPrinceton, NJ2026-10-19
Maryland Capital Advisors Inc.
1$560.0%ETFVery LowChester, MD2026-10-15
Signature Resources Capital Management, LLC
1$550.0%ETFLowNewport Beach, CA2026-10-16