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Carlyle Group Inc (CG)

CUSIP: 14316J108 | NYSE | Financial Services · Asset Management | Large Cap | 1383 institutional holders

Quarters

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

Dimensional Fund Advisors LP2,923,001
0.0% of portfolio›$115.9M
Bank of New York Mellon Corp1,970,035
0.0% of portfolio›$78.1M
Beutel, Goodman & Co Ltd.1,935,909
1.3% of portfolio›$76.8M
Markel Group Inc.1,327,000
0.4% of portfolio›$52.6M
Private Management Group Inc1,080,057
1.2% of portfolio›$42.8M
Deprince Race & Zollo Inc630,776
0.4% of portfolio›$25.0M
Principal Financial Group Inc605,640
0.0% of portfolio›$24.0M
Assetmark, Inc513,439
0.0% of portfolio›$20.4M
Sumitomo Mitsui Trust Group, Inc.509,869
0.0% of portfolio›$20.2M
Franklin Street Advisors Inc456,657
1.0% of portfolio›$18.1M
Mitsubishi UFJ Asset Management Co., Ltd.346,255
0.0% of portfolio›$13.7M
Retirement Systems of Alabama271,979
0.0% of portfolio›$10.8M
Argent Capital Management LLC258,612
0.3% of portfolio›$10.3M
Oppenheimer & Co Inc215,874
0.1% of portfolio›$8.6M
Citigroup Inc200,514
0.0% of portfolio›$8.0M
Galvin, Gaustad & Stein, LLC169,328
0.5% of portfolio›$6.7M
Fifth Third Bancorp147,369
0.0% of portfolio›$5.8M
Sound Income Strategies, LLC129,024
0.2% of portfolio›$5.0M
Amalgamated Bank117,712
0.1% of portfolio›$4.7M
Kerusso Capital Management LLC109,768
1.4% of portfolio›$4.4M
Pictet Asset Management Holding SA100,255
0.0% of portfolio›$4.0M
New York State Teachers Retirement System97,586
0.0% of portfolio›$3.9M
Asset Management One Co., Ltd.97,469
0.0% of portfolio›$3.9M
Mutual of America Capital Management LLC96,111
0.0% of portfolio›$3.8M
TD Waterhouse Canada Inc.88,951
0.0% of portfolio›$3.6M
Assenagon Asset Management S.A.85,092
0.0% of portfolio›$3.4M
State of New Jersey Common Pension Fund D81,676
0.0% of portfolio›$3.2M
Louisiana State Employees Retirement System78,300
0.0% of portfolio›$3.1M
Arizona State Retirement System71,278
0.0% of portfolio›$2.8M
Yousif Capital Management, LLC71,008
0.0% of portfolio›$2.8M
Imc-Chicago, LLC66,407
0.0% of portfolio›$2.6M
IFM Investors Pty Ltd64,119
0.0% of portfolio›$2.5M
KBC Group NV63,829
0.0% of portfolio›$2.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS62,940
0.0% of portfolio›$2.5M
Augustine Asset Management Inc62,717
0.5% of portfolio›$2.5M
Compagnie Lombard Odier SCmA62,005
0.0% of portfolio›$2.5M
State of Michigan Retirement System61,900
0.0% of portfolio›$2.5M
GFG Capital, LLC60,036
0.6% of portfolio›$2.4M
Thrivent Financial for Lutherans57,784
0.0% of portfolio›$2.3M
Fjarde Ap-Fonden TH Swedish National Pension Fund57,321
0.0% of portfolio›$2.3M
Oregon Public Employees Retirement Fund54,652
0.0% of portfolio›$2.2M
New Mexico Educational Retirement Board53,800
0.1% of portfolio›$2.1M
Commonwealth Equity Services, LLC51,452
0.0% of portfolio›$2.0M
Vontobel Holding Ltd.51,213
0.0% of portfolio›$2.0M
DekaBank Deutsche Girozentrale49,928
0.0% of portfolio›$2.0K
VCI Wealth Management LLC49,278
0.5% of portfolio›$2.0M
SEB Asset Management AB48,807
0.0% of portfolio›$1.9M
Xponance LLC45,631
0.0% of portfolio›$1.8M
Fideuram Asset Management (Ireland) dac42,144
0.0% of portfolio›$2.0M
Swiss Life Asset Management Ltd37,630
0.0% of portfolio›$1.5M
OP Asset Management Ltd31,670
0.0% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC30,062
0.0% of portfolio›$1.2M
Apollon Wealth Management, LLC27,104
0.0% of portfolio›$1.1M
Swedbank AB26,842
0.0% of portfolio›$1.1M
Avanza Fonder AB26,357
0.0% of portfolio›$1.0M
Davenport & Co LLC26,065
0.0% of portfolio›$1.0M
Waterfront Wealth Inc.25,853
0.2% of portfolio›$963.8K
Truist Financial Corp25,851
0.0% of portfolio›$1.0M
Jeppson Wealth Management, LLC25,810
0.3% of portfolio›$1.0M
Daiwa Securities Group Inc.25,273
0.0% of portfolio›$1.0M
State of Alaska, Department of Revenue24,981
0.0% of portfolio›$990.0K
Onyx Bridge Wealth Group LLC24,969
0.1% of portfolio›$990.3K
Creative Planning24,707
0.0% of portfolio›$979.9K
Sumitomo Mitsui DS Asset Management Company, Ltd24,622
0.0% of portfolio›$976.5K
Moody National Bank Trust Division24,272
0.1% of portfolio›$962.6K
Tokio Marine Asset Management Co LTD24,259
0.0% of portfolio›$962.1K
Stiles Financial Services Inc23,067
0.2% of portfolio›$914.8K
D.A. Davidson & Co.21,748
0.0% of portfolio›$862.5K
Brummer Multi-Strategy AB19,663
5.1% of portfolio›$779.8K
Cassaday & Co Wealth Management LLC19,060
0.0% of portfolio›$755.9K
SMH Capital Advisors Inc18,795
2.8% of portfolio›$745.4K
Cambridge Investment Research Advisors, Inc.18,200
0.0% of portfolio›$722.0K
Cordoba Advisory Partners LLC18,103
0.1% of portfolio›$718.0K
Gulf International Bank (UK) Ltd17,961
0.0% of portfolio›$712.0K
Wesbanco Bank Inc17,430
0.0% of portfolio›$691.3K
Kestra Private Wealth Services, LLC17,425
0.0% of portfolio›$691.1K
Rakuten Investment Management, Inc.16,969
0.0% of portfolio›$673.3K
Achmea Investment Management B.V.16,541
0.0% of portfolio›$656.5K
Maryland State Retirement & Pension System16,540
0.0% of portfolio›$656.0K
Baldwin Wealth Partners LLC15,720
0.0% of portfolio›$623.5K
Carret Asset Management, LLC15,715
0.1% of portfolio›$623.3K
Chicago Partners Investment Group LLC15,680
0.0% of portfolio›$605.1K
CIBC Asset Management Inc15,620
0.0% of portfolio›$619.5K
Guinness Asset Management LTD15,309
0.0% of portfolio›$607.2K
Gateway Investment Advisers LLC15,143
0.0% of portfolio›$600.6K
Hennion & Walsh Asset Management, Inc.14,755
0.0% of portfolio›$585.2K
Stablepoint Partners, LLC14,177
0.1% of portfolio›$562.3K
HB Wealth Management, LLC13,859
0.0% of portfolio›$549.6K
ABN Amro Investment Solutions13,719
0.0% of portfolio›$544.1K
BI Asset Management Fondsmaeglerselskab A/S12,648
0.0% of portfolio›$502.0K
Kestra Advisory Services, LLC12,473
0.0% of portfolio›$494.7K
North Star Investment Management Corp.11,316
0.0% of portfolio›$448.8K
Retirement Planning Co of New England, Inc.11,287
0.2% of portfolio›$447.7K
Catalyst Capital Advisors LLC11,000
0.0% of portfolio›$436.3K
Farther Finance Advisors, LLC10,615
0.0% of portfolio›$421.0K
Atria Investments, Inc10,571
0.0% of portfolio›$419.3K
Everhart Financial Group, Inc.10,413
0.0% of portfolio›$413.0K
UniSuper Management Pty Ltd10,376
0.0% of portfolio›$411.5K
Tritonpoint Wealth, LLC10,362
0.0% of portfolio›$411.0K
TBH Global Asset Management, LLC10,039
0.1% of portfolio›$398.1K
ProShare Advisors LLC10,021
0.0% of portfolio›$397.4K
B. Metzler seel. Sohn & Co. AG9,899
0.0% of portfolio›$392.6K
Alps Advisors Inc9,541
0.0% of portfolio›$378.4K
Fulcrum Asset Management LLP9,132
0.0% of portfolio›$362.4K
Leonteq Securities AG8,690
0.0% of portfolio›$344.6K
Gamma Investing LLC8,615
0.0% of portfolio›$341.7K
E&G Advisors, LLC8,600
0.1% of portfolio›$341.1K
Daymark Wealth Partners, LLC8,419
0.0% of portfolio›$333.9K
Park Avenue Securities LLC8,404
0.0% of portfolio›$333.0K
Krilogy Financial LLC8,400
0.0% of portfolio›$321.3K
Segment Wealth Management, LLC8,200
0.0% of portfolio›$325.2K
Moody Lynn Lieberson & Walker, LLC8,162
0.0% of portfolio›$323.7K
North Dakota State Investment Board8,127
0.0% of portfolio›$322.3K
J.W. Cole Advisors, Inc.8,033
0.0% of portfolio›$318.6K
EdgeRock Capital LLC8,018
0.1% of portfolio›$318.0K
Glenview Trust Co7,680
0.0% of portfolio›$304.6K
Sterling Capital Management LLC7,656
0.0% of portfolio›$303.6K
Greenwood Capital Associates LLC7,549
0.0% of portfolio›$299.4K
OpenArc Corporate Advisory, LLC7,526
0.0% of portfolio›$298.5K
City of London Investment Management Co LTD7,452
0.0% of portfolio›$295.5K
Bfsg, LLC7,345
0.0% of portfolio›$291.3K
Principle Wealth Partners LLC7,131
0.0% of portfolio›$282.8K
B. Riley Wealth Advisors, Inc.7,118
0.0% of portfolio›$282.3K
Fifth Third Wealth Advisors LLC7,080
0.0% of portfolio›$280.8K
MGO One Seven LLC6,904
0.0% of portfolio›$273.8K
PensionDanmark Pensionsforsikringsaktieselskab6,800
0.0% of portfolio›$269.7K
US Bancorp \de\6,522
0.0% of portfolio›$258.7K
Triangle Securities Wealth Management6,430
0.0% of portfolio›$255.0K
Promethium Advisors,llc6,375
0.1% of portfolio›$255.1K
Triad Wealth Partners, LLC6,349
0.0% of portfolio›$251.8K
Crossmark Global Holdings, Inc.6,314
0.0% of portfolio›$250.4K
Equitable Trust Co6,235
0.0% of portfolio›$247.3K
AlphaCore Capital LLC6,211
0.0% of portfolio›$246.3K
Wedmont Private Capital6,169
0.0% of portfolio›$236.8K
Ethic Inc.6,094
0.0% of portfolio›$241.7K
Pictet North America Advisors SA5,950
0.0% of portfolio›$236.0K
Prentice Wealth Management LLC5,936
0.0% of portfolio›$235.4K
Visionary Wealth Advisors5,811
0.0% of portfolio›$230.5K
Diversify Wealth Management, LLC5,614
0.0% of portfolio›$206.6K
Diversify Advisory Services, LLC5,614
0.0% of portfolio›$206.6K
Westbourne Investment Advisors, Inc.5,450
0.1% of portfolio›$216.1K
Mission Wealth Management, LP5,244
0.0% of portfolio›$208.0K
Profund Advisors LLC5,206
0.0% of portfolio›$206.5K
Larson Financial Group LLC5,076
0.0% of portfolio›$201.3K
Harbor Investment Advisory, LLC5,008
0.0% of portfolio›$198.6K
Barrett & Company, Inc.4,406
0.0% of portfolio›$174.8K
Mirae Asset Global Investments Co., Ltd.4,087
0.0% of portfolio›$162.1K
Strs Ohio3,645
0.0% of portfolio›$144.6K
Nisa Investment Advisors, LLC3,171
0.0% of portfolio›$125.8K
Towne Trust Company, N.a3,000
0.0% of portfolio›$119.0K
University of Texas S AM Investment Management Co2,797
0.0% of portfolio›$110.9K
Provenance Wealth Advisors, LLC2,717
0.0% of portfolio›$107.8K
Western Pacific Wealth Management, LP2,665
0.1% of portfolio›$105.7K
Spirit of America Management Corp2,550
0.0% of portfolio›$101.1K
Tower View Wealth Management LLC2,037
0.0% of portfolio›$80.8K
Spire Wealth Management1,850
0.0% of portfolio›$73.4K
Livforsakringsbolaget Skandia, Omsesidigt1,700
0.0% of portfolio›$67.4K
Pinnacle Wealth Planning Services, Inc.1,584
0.0% of portfolio›$62.8K
Heritage Family Offices, LLP1,534
0.0% of portfolio›$60.8K
Parallel Advisors, LLC1,471
0.0% of portfolio›$58.4K
Essential Partners LLC1,408
0.0% of portfolio›$55.8K
Gold Investment Management Ltd.1,382
0.0% of portfolio›$54.8K
Compass Wealth Management LLC1,215
0.0% of portfolio›$48.2K
GHP Investment Advisors, Inc.1,186
0.0% of portfolio›$47.0K
EverSource Wealth Advisors, LLC1,168
0.0% of portfolio›$46.3K
Nova Financial LLC1,050
0.0% of portfolio›$41.6K
MassMutual Private Wealth & Trust, FSB1,048
0.0% of portfolio›$41.6K
IFP Advisors, Inc1,031
0.0% of portfolio›$40.9K
Mather Group, Llc.1,000
0.0% of portfolio›$39.7K
Valley National Advisers Inc864
0.0% of portfolio›$34.3K
TD Private Client Wealth LLC738
0.0% of portfolio›$29.3K
Oakworth Capital, Inc.726
0.0% of portfolio›$28.8K
Main Street Group, LTD660
0.0% of portfolio›$26.2K
Root Financial Partners, LLC609
0.0% of portfolio›$24.2K
Adkins Seale Capital Management LLC601
0.0% of portfolio›$23.8K
Golden State Wealth Management, LLC600
0.0% of portfolio›$23.8K
Deseret Mutual Benefit Administrators584
0.0% of portfolio›$23.2K
Proathlete Wealth Management LLC561
0.0% of portfolio›$22.2K
Private Trust Co NA533
0.0% of portfolio›$21.1K
CX Institutional525
0.0% of portfolio›$21
Intesa Sanpaolo Wealth Management500
0.0% of portfolio›$19.8K
High Note Wealth, LLC462
0.0% of portfolio›$18.3K
Central Trust Co400
0.0% of portfolio›$15.9K
Retirement Wealth Solutions LLC340
0.0% of portfolio›$13.5K
Versant Capital Management, Inc321
0.0% of portfolio›$12.7K
Tsfg, LLC300
0.0% of portfolio›$12.0K
Fortitude Family Office, LLC277
0.0% of portfolio›$11.0K
Owl Creek Wealth Partners LLC255
0.0% of portfolio›$10.1K
Global X Japan Co., Ltd.240
0.0% of portfolio›$9.5K
True Wealth Design, LLC239
0.0% of portfolio›$9.5K
Caitong International Asset Management Co., Ltd229
0.0% of portfolio›$9.1K
Farmers & Merchants Investments Inc220
0.0% of portfolio›$8.7K
Align Financial, LLC202
0.0% of portfolio›$8.0K
Pension & Wealth Management Advisors, Inc.195
0.0% of portfolio›$7.7K
JFS Wealth Advisors, LLC179
0.0% of portfolio›$7.1K
Parkside Financial Bank & Trust164
0.0% of portfolio›$6.5K
Covestor Ltd163
0.0% of portfolio›$6
UMB Private Wealth Management, LLC158
0.0% of portfolio›$6.3K
Bell Investment Advisors, Inc140
0.0% of portfolio›$5.6K
Hilton Head Capital Partners, LLC138
0.0% of portfolio›$5.5K
Latitude Advisors, LLC137
0.0% of portfolio›$5.5K
Blue Trust, Inc.134
0.0% of portfolio›$5.3K
Rossby Financial, LCC128
0.0% of portfolio›$5.1K
Birch Financial Group, LLC126
0.0% of portfolio›$5.0K
Moisand Fitzgerald Tamayo, LLC121
0.0% of portfolio›$109
Wilmington Savings Fund Society, FSB116
0.0% of portfolio›$4.6K
Private Wealth Management Group, LLC109
0.0% of portfolio›$2.2K
Silver Grove Financial Group, Inc.101
0.0% of portfolio›$4.0K
KFG LLC100
0.0% of portfolio›$4.0K
Clark Wealth Partners98
0.0% of portfolio›$3.9K
Elyxium Wealth, LLC87
0.0% of portfolio›$3.5K
Cromwell Holdings LLC86
0.0% of portfolio›$3.4K
Avion Wealth84
0.0% of portfolio›$3
SJS Investment Consulting Inc.83
0.0% of portfolio›$3.3K
Capital Advisors, Ltd. LLC74
0.0% of portfolio›$3
Brown, Lisle Ings, Inc.69
0.0% of portfolio›$2.7K
Cape Investment Advisory, Inc.62
0.0% of portfolio›$2.5K
WPG Advisers, LLC62
0.0% of portfolio›$2.5K
First Horizon Corp60
0.0% of portfolio›$2.4K
Signature Resources Capital Management, LLC57
0.0% of portfolio›$2.3K
Birchbrook, Inc.53
0.0% of portfolio›$48
Creative Financial Designs Inc49
0.0% of portfolio›$1.9K
Bay Harbor Wealth Management, LLC48
0.0% of portfolio›$1.9K
Physician Wealth Advisors, Inc.43
0.0% of portfolio›$1.7K
DiNuzzo Private Wealth, Inc.42
0.0% of portfolio›$1.7K
Armstrong Advisory Group, Inc39
0.0% of portfolio›$1.5K
Jnba Financial Advisors35
0.0% of portfolio›$1.4K
Jacobi Capital Management LLC34
0.0% of portfolio›$1.3K
Signature Equity Partners, LLC26
0.0% of portfolio›$1.0K
Financial Consulate, Inc24
0.0% of portfolio›$952
IFS Advisors, LLC24
0.0% of portfolio›$958
Planning Strategies Inc.17
0.0% of portfolio›$674
American Capital Advisory, LLC17
0.0% of portfolio›$675
Key Capital Management, Inc15
0.0% of portfolio›$595
Valued Wealth Advisors LLC14
0.0% of portfolio›$556
Torren Management, LLC13
0.0% of portfolio›$500
Bare Financial Services, Inc12
0.0% of portfolio›$476
Burk Holdings LLC12
0.0% of portfolio›$476
Hughes Financial Services, LLC11
0.0% of portfolio›$446
Davis Capital Management9
0.0% of portfolio›$357
Breakwater Investment Management9
0.0% of portfolio›$357
DecisionPoint Financial, LLC9
0.0% of portfolio›$364
Quaker Wealth Management, LLC7
0.0% of portfolio›$278
Mascoma Wealth Management LLC6
0.0% of portfolio›$238
Creative Capital Management Investments LLC5
0.0% of portfolio›$198
CoreCap Advisors, LLC5
0.0% of portfolio›$198
Nfsg Corp4
0.0% of portfolio›$159
Meriwether Wealth & Planning, LLC4
0.0% of portfolio›$159
MV Capital Management, Inc.4
0.0% of portfolio›$159
James T. Borello RIA3
0.0% of portfolio›$119
Maryland Capital Advisors Inc.3
0.0% of portfolio›$119
3 Factor Indexing, LLC2
0.0% of portfolio›$80
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,923,001$115.9M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,970,035$78.1M0.0%CoreLowNew York, NY2026-11-05
Beutel, Goodman & Co Ltd.
1,935,909$76.8M1.3%ValueMediumToronto, Australia2026-11-04
Markel Group Inc.
1,327,000$52.6M0.4%CoreVery LowGlen Allen, VA2026-10-30
Private Management Group Inc
1,080,057$42.8M1.2%YieldLowIrvine, CA2026-11-04
Deprince Race & Zollo Inc
630,776$25.0M0.4%Deep ValueHighWinter Park, FL2026-10-13
Principal Financial Group Inc
605,640$24.0M0.0%CoreLowDes Moines, IA2026-11-02
Assetmark, Inc
513,439$20.4M0.0%ETFLowConcord, CA2026-10-21
Sumitomo Mitsui Trust Group, Inc.
509,869$20.2M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Franklin Street Advisors Inc
456,657$18.1M1.0%GrowthMediumChapel Hill, NC2026-10-13
Mitsubishi UFJ Asset Management Co., Ltd.
346,255$13.7M0.0%IndexVery LowTokyo, Mexico2026-11-05
Retirement Systems of Alabama
271,979$10.8M0.0%IndexLowMontgomery, AL2026-11-04
Argent Capital Management LLC
258,612$10.3M0.3%CoreMediumSt Louis, MO2026-10-05
Oppenheimer & Co Inc
215,874$8.6M0.1%CoreLowNew York, NY2026-10-26
Citigroup Inc
200,514$8.0M0.0%CoreMediumNew York, NY2026-11-04
Galvin, Gaustad & Stein, LLC
169,328$6.7M0.5%CoreMediumScottsdale, AZ2026-10-08
Fifth Third Bancorp
147,369$5.8M0.0%IndexVery LowCincinnati, OH2026-11-05
Sound Income Strategies, LLC
129,024$5.0M0.2%YieldMediumFt Lauderdale, FL2026-10-09
Amalgamated Bank
117,712$4.7M0.1%CoreVery LowNew York, NY2026-10-23
Kerusso Capital Management LLC
109,768$4.4M1.4%ValueLowWinston Salem, NC2026-10-27
Pictet Asset Management Holding SA
100,255$4.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
New York State Teachers Retirement System
97,586$3.9M0.0%CoreVery LowAlbany, NY2026-10-22
Asset Management One Co., Ltd.
97,469$3.9M0.0%IndexVery LowTokyo, Mexico2026-10-27
Mutual of America Capital Management LLC
96,111$3.8M0.0%IndexLowNew York, NY2026-10-23
TD Waterhouse Canada Inc.
88,951$3.6M0.0%CoreLowToronto, Australia2026-10-16
Assenagon Asset Management S.A.
85,092$3.4M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
State of New Jersey Common Pension Fund D
81,676$3.2M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
78,300$3.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
71,278$2.8M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
71,008$2.8M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Imc-Chicago, LLC
66,407$2.6M0.0%GARPVery HighChicago, IL2026-11-05
IFM Investors Pty Ltd
64,119$2.5M0.0%IndexVery LowMelbourne, China2026-10-14
KBC Group NV
63,829$2.5M0.0%CoreMediumBrussels, Czech Republic2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
62,940$2.5M0.0%CoreLowHarrisburg, PA2026-11-03
Augustine Asset Management Inc
62,717$2.5M0.5%GrowthVery LowJacksonville, FL2026-10-13
Compagnie Lombard Odier SCmA
62,005$2.5M0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
State of Michigan Retirement System
61,900$2.5M0.0%IndexLowEast Lansing, MI2026-10-27
GFG Capital, LLC
60,036$2.4M0.6%GrowthMediumMiami, FL2026-10-16
Thrivent Financial for Lutherans
57,784$2.3M0.0%GARPMediumMinneapolis, MN2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
57,321$2.3M0.0%GrowthLowStockholm, Sweden2026-10-15
Oregon Public Employees Retirement Fund
54,652$2.2M0.0%IndexVery LowTigard, OR2026-10-30
New Mexico Educational Retirement Board
53,800$2.1M0.1%IndexVery LowSanta Fe, NM2026-11-05
Commonwealth Equity Services, LLC
51,452$2.0M0.0%ETFLowWaltham, MA2026-11-02
Vontobel Holding Ltd.
51,213$2.0M0.0%CoreMediumZurich, Switzerland2026-10-16
DekaBank Deutsche Girozentrale
49,928$2.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
VCI Wealth Management LLC
49,278$2.0M0.5%CoreHighSt Louis, MO2026-10-29
SEB Asset Management AB
48,807$1.9M0.0%CoreN/AStockholm, Sweden2026-11-04
Xponance LLC
45,631$1.8M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Fideuram Asset Management (Ireland) dac
42,144$2.0M0.0%CoreHighDublin 1, Lithuania2026-10-29
Swiss Life Asset Management Ltd
37,630$1.5M0.0%CoreLowZurich, Switzerland2026-11-03
OP Asset Management Ltd
31,670$1.3M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Wealth Enhancement Advisory Services, LLC
30,062$1.2M0.0%CoreLowPlymouth, MN2026-10-13
Apollon Wealth Management, LLC
27,104$1.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Swedbank AB
26,842$1.1M0.0%GrowthLowStockholm, Sweden2026-10-27
Avanza Fonder AB
26,357$1.0M0.0%GrowthLowStockholm, Sweden2026-10-13
Davenport & Co LLC
26,065$1.0M0.0%CoreMediumRichmond, VA2026-10-14
Waterfront Wealth Inc.
25,853$963.8K0.2%ValueLowOverland Park, KS2026-11-03
Truist Financial Corp
25,851$1.0M0.0%CoreLowCharlotte, NC2026-10-30
Jeppson Wealth Management, LLC
25,810$1.0M0.3%CoreLowManhattan Beach, CA2026-10-20
Daiwa Securities Group Inc.
25,273$1.0M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
State of Alaska, Department of Revenue
24,981$990.0K0.0%CoreVery LowJuneau, AK2026-10-15
Onyx Bridge Wealth Group LLC
24,969$990.3K0.1%ETFMediumTarrytown, NY2026-10-16
Creative Planning
24,707$979.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
24,622$976.5K0.0%IndexVery LowTokyo, Mexico2026-10-20
Moody National Bank Trust Division
24,272$962.6K0.1%CoreMediumGalveston, TX2026-10-06
Tokio Marine Asset Management Co LTD
24,259$962.1K0.0%GrowthLowTokyo, Mexico2026-10-26
Stiles Financial Services Inc
23,067$914.8K0.2%GrowthLowEdina, MN2026-10-30
D.A. Davidson & Co.
21,748$862.5K0.0%CoreLowGreat Falls, MT2026-10-28
Brummer Multi-Strategy AB
19,663$779.8K5.1%ValueHighStockholm, Sweden2026-10-27
Cassaday & Co Wealth Management LLC
19,060$755.9K0.0%ETFVery LowMclean, VA2026-10-27
SMH Capital Advisors Inc
18,795$745.4K2.8%YieldMediumFort Worth, TX2026-10-29
Cambridge Investment Research Advisors, Inc.
18,200$722.0K0.0%ETFLowFairfield, IA2026-11-02
Cordoba Advisory Partners LLC
18,103$718.0K0.1%ETFMediumNew York, NY2026-10-19
Gulf International Bank (UK) Ltd
17,961$712.0K0.0%CoreVery LowLondon, United Kingdom2026-10-20
Wesbanco Bank Inc
17,430$691.3K0.0%CoreLowWheeling, WV2026-11-04
Kestra Private Wealth Services, LLC
17,425$691.1K0.0%GrowthLowAustin, TX2026-10-30
Rakuten Investment Management, Inc.
16,969$673.3K0.0%ETFMediumTokyo, Mexico2026-10-30
Achmea Investment Management B.V.
16,541$656.5K0.0%CoreMediumZeist, Philippines2026-10-30
Maryland State Retirement & Pension System
16,540$656.0K0.0%IndexVery LowBaltimore, MD2026-11-05
Baldwin Wealth Partners LLC
15,720$623.5K0.0%GrowthLowMarion, MA2026-10-13
Carret Asset Management, LLC
15,715$623.3K0.1%CoreVery LowNew York, NY2026-11-04
Chicago Partners Investment Group LLC
15,680$605.1K0.0%GARPLowChicago, IL2026-10-27
CIBC Asset Management Inc
15,620$619.5K0.0%GARPLowToronto, South Africa2026-11-05
Guinness Asset Management LTD
15,309$607.2K0.0%CoreLowLondon, United Kingdom2026-11-05
Gateway Investment Advisers LLC
15,143$600.6K0.0%GrowthLowCincinnati, OH2026-10-13
Hennion & Walsh Asset Management, Inc.
14,755$585.2K0.0%ValueMediumParsippany, NJ2026-10-13
Stablepoint Partners, LLC
14,177$562.3K0.1%CoreLowBraintree, MA2026-11-03
HB Wealth Management, LLC
13,859$549.6K0.0%IndexVery LowAtlanta, GA2026-10-23
ABN Amro Investment Solutions
13,719$544.1K0.0%GrowthLowParis Cedex 008, India2026-10-21
BI Asset Management Fondsmaeglerselskab A/S
12,648$502.0K0.0%CoreMediumKobenhavn, Greece2026-10-22
Kestra Advisory Services, LLC
12,473$494.7K0.0%CoreLowAustin, TX2026-11-02
North Star Investment Management Corp.
11,316$448.8K0.0%CoreLowChicago, IL2026-10-27
Retirement Planning Co of New England, Inc.
11,287$447.7K0.2%CoreLowWarwick, RI2026-10-15
Catalyst Capital Advisors LLC
11,000$436.3K0.0%ETFVery LowSan Juan, PR2026-11-02
Farther Finance Advisors, LLC
10,615$421.0K0.0%IndexLowSan Francisco, CA2026-10-08
Atria Investments, Inc
10,571$419.3K0.0%CoreMediumCharlotte, NC2026-10-15
Everhart Financial Group, Inc.
10,413$413.0K0.0%ETFLowDublin, OH2026-10-08
UniSuper Management Pty Ltd
10,376$411.5K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Tritonpoint Wealth, LLC
10,362$411.0K0.0%CoreLowChevy Chase, MD2026-10-19
TBH Global Asset Management, LLC
10,039$398.1K0.1%CoreHighBrentwood, TN2026-11-03
ProShare Advisors LLC
10,021$397.4K0.0%GrowthLowBethesda, MD2026-10-29
B. Metzler seel. Sohn & Co. AG
9,899$392.6K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Alps Advisors Inc
9,541$378.4K0.0%YieldLowDenver, CO2026-11-03
Fulcrum Asset Management LLP
9,132$362.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Leonteq Securities AG
8,690$344.6K0.0%CoreHighZurich, Switzerland2026-10-29
Gamma Investing LLC
8,615$341.7K0.0%IndexVery LowFoster City, CA2026-10-08
E&G Advisors, LLC
8,600$341.1K0.1%ETFVery LowHouston, TX2026-10-13
Daymark Wealth Partners, LLC
8,419$333.9K0.0%CoreLowCincinnati, OH2026-11-04
Park Avenue Securities LLC
8,404$333.0K0.0%ETFMediumNew York, NY2026-10-26
Krilogy Financial LLC
8,400$321.3K0.0%GrowthLowSt. Louis, MO2026-10-13
Segment Wealth Management, LLC
8,200$325.2K0.0%CoreLowHouston, TX2026-10-26
Moody Lynn Lieberson & Walker, LLC
8,162$323.7K0.0%MomentumLowBoston, MA2026-10-14
North Dakota State Investment Board
8,127$322.3K0.0%GrowthMediumBismarck, ND2026-10-27
J.W. Cole Advisors, Inc.
8,033$318.6K0.0%IndexLowTampa, FL2026-11-05
EdgeRock Capital LLC
8,018$318.0K0.1%ETFLowDenver, CO2026-11-03
Glenview Trust Co
7,680$304.6K0.0%GrowthVery LowLouisville, KY2026-10-28
Sterling Capital Management LLC
7,656$303.6K0.0%GARPMediumCharlotte, NC2026-10-22
Greenwood Capital Associates LLC
7,549$299.4K0.0%CoreMediumGreenwood, SC2026-10-27
OpenArc Corporate Advisory, LLC
7,526$298.5K0.0%GrowthLowAtlanta, GA2026-10-21
City of London Investment Management Co LTD
7,452$295.5K0.0%YieldMediumLondon, United Kingdom2026-10-30
Bfsg, LLC
7,345$291.3K0.0%CoreLowIrvine, CA2026-10-30
Principle Wealth Partners LLC
7,131$282.8K0.0%CoreVery LowMadison, CT2026-11-02
B. Riley Wealth Advisors, Inc.
7,118$282.3K0.0%GrowthLowMemphis, TN2026-10-13
Fifth Third Wealth Advisors LLC
7,080$280.8K0.0%IndexVery LowCincinnati, OH2026-10-22
MGO One Seven LLC
6,904$273.8K0.0%GrowthLowBeachwood, OH2026-10-28
PensionDanmark Pensionsforsikringsaktieselskab
6,800$269.7K0.0%IndexLowCopenhagen O, Greece2026-10-19
US Bancorp \de\
6,522$258.7K0.0%IndexLowMinneapolis, MN2026-11-05
Triangle Securities Wealth Management
6,430$255.0K0.0%CoreLowRaleigh, NC2026-10-14
Promethium Advisors,llc
6,375$255.1K0.1%CoreLowBethesda, MD2026-10-19
Triad Wealth Partners, LLC
6,349$251.8K0.0%ETFMediumLawrence, KS2026-10-26
Crossmark Global Holdings, Inc.
6,314$250.4K0.0%GARPMediumHouston, TX2026-10-21
Equitable Trust Co
6,235$247.3K0.0%CoreLowNashville, TN2026-10-13
AlphaCore Capital LLC
6,211$246.3K0.0%ETFLowLa Jolla, CA2026-11-04
Wedmont Private Capital
6,169$236.8K0.0%IndexVery LowWest Chester, PA2026-10-09
Ethic Inc.
6,094$241.7K0.0%CoreLowNew York, NY2026-11-03
Pictet North America Advisors SA
5,950$236.0K0.0%GARPMediumGeneva 73, Switzerland2026-10-21
Prentice Wealth Management LLC
5,936$235.4K0.0%ETFLowRochester, NY2026-10-20
Visionary Wealth Advisors
5,811$230.5K0.0%ETFLowO'Fallon, IL2026-11-04
Diversify Wealth Management, LLC
5,614$206.6K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
5,614$206.6K0.0%GrowthLowSandy, UT2026-10-20
Westbourne Investment Advisors, Inc.
5,450$216.1K0.1%GARPLowAnnapolis, MD2026-10-20
Mission Wealth Management, LP
5,244$208.0K0.0%ETFLowSanta Barbara, CA2026-10-15
Profund Advisors LLC
5,206$206.5K0.0%GrowthLowBethesda, MD2026-10-29
Larson Financial Group LLC
5,076$201.3K0.0%GrowthLowSt Louis, MO2026-11-05
Harbor Investment Advisory, LLC
5,008$198.6K0.0%GrowthLowLutherville, MD2026-10-13
Barrett & Company, Inc.
4,406$174.8K0.0%ETFLowProvidence, RI2026-10-22
Mirae Asset Global Investments Co., Ltd.
4,087$162.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
Strs Ohio
3,645$144.6K0.0%CoreMediumColumbus, OH2026-10-30
Nisa Investment Advisors, LLC
3,171$125.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Towne Trust Company, N.a
3,000$119.0K0.0%CoreLowNewport News, VA2026-10-28
University of Texas S AM Investment Management Co
2,797$110.9K0.0%CoreHighAustin, TX2026-11-03
Provenance Wealth Advisors, LLC
2,717$107.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Western Pacific Wealth Management, LP
2,665$105.7K0.1%GrowthLowLake Forest, IL2026-10-16
Spirit of America Management Corp
2,550$101.1K0.0%GARPLowSyosset, NY2026-10-14
Tower View Wealth Management LLC
2,037$80.8K0.0%MomentumMediumShorewood, WI2026-10-23
Spire Wealth Management
1,850$73.4K0.0%GrowthMediumMclean, VA2026-10-30
Livforsakringsbolaget Skandia, Omsesidigt
1,700$67.4K0.0%GrowthMediumStockholm, Sweden2026-10-21
Pinnacle Wealth Planning Services, Inc.
1,584$62.8K0.0%GARPLowMansfield, OH2026-10-27
Heritage Family Offices, LLP
1,534$60.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Parallel Advisors, LLC
1,471$58.4K0.0%IndexLowSan Francisco, CA2026-11-03
Essential Partners LLC
1,408$55.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Gold Investment Management Ltd.
1,382$54.8K0.0%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Compass Wealth Management LLC
1,215$48.2K0.0%GARPLowGuilford, CT2026-10-22
GHP Investment Advisors, Inc.
1,186$47.0K0.0%CoreVery LowDenver, CO2026-10-15
EverSource Wealth Advisors, LLC
1,168$46.3K0.0%CoreMediumBirmingham, AL2026-11-04
Nova Financial LLC
1,050$41.6K0.0%N/AN/ATucson, AZ2026-11-04
MassMutual Private Wealth & Trust, FSB
1,048$41.6K0.0%CoreLowSpringfield, MA2026-10-05
IFP Advisors, Inc
1,031$40.9K0.0%GrowthLowTampa, FL2026-10-16
Mather Group, Llc.
1,000$39.7K0.0%ETFMediumChicago, IL2026-10-14
Valley National Advisers Inc
864$34.3K0.0%ETFLowBethlehem, PA2026-10-23
TD Private Client Wealth LLC
738$29.3K0.0%ETFLowNew York, NY2026-10-28
Oakworth Capital, Inc.
726$28.8K0.0%ETFLowBirmingham, AL2026-10-26
Main Street Group, LTD
660$26.2K0.0%ETFMediumGlen Allen, VA2026-10-28
Root Financial Partners, LLC
609$24.2K0.0%ETFMediumEncinitas, CA2026-10-21
Adkins Seale Capital Management LLC
601$23.8K0.0%CoreVery LowShreveport, LA2026-10-27
Golden State Wealth Management, LLC
600$23.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Deseret Mutual Benefit Administrators
584$23.2K0.0%CoreMediumSalt Lake City, UT2026-11-04
Proathlete Wealth Management LLC
561$22.2K0.0%ETFVery LowBoca Raton, FL2026-10-15
Private Trust Co NA
533$21.1K0.0%CoreLowCleveland, OH2026-10-20
CX Institutional
525$210.0%CoreMediumAuburn, IN2026-10-02
Intesa Sanpaolo Wealth Management
500$19.8K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
High Note Wealth, LLC
462$18.3K0.0%ETFVery LowDeephaven, MN2026-10-27
Central Trust Co
400$15.9K0.0%CoreLowJefferson City, MO2026-11-05
Retirement Wealth Solutions LLC
340$13.5K0.0%ETFLowMarshfield, WI2026-10-07
Versant Capital Management, Inc
321$12.7K0.0%GARPLowPhoenix, AZ2026-10-02
Tsfg, LLC
300$12.0K0.0%ETFLowLake Forest, IL2026-10-23
Fortitude Family Office, LLC
277$11.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Owl Creek Wealth Partners LLC
255$10.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Global X Japan Co., Ltd.
240$9.5K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
True Wealth Design, LLC
239$9.5K0.0%ETFMediumAkron, OH2026-10-13
Caitong International Asset Management Co., Ltd
229$9.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Farmers & Merchants Investments Inc
220$8.7K0.0%CoreVery LowLincoln, NE2026-10-22
Align Financial, LLC
202$8.0K0.0%ETFVery LowHermantown, MN2026-10-16
Pension & Wealth Management Advisors, Inc.
195$7.7K0.0%ETFLowWaltham, MA2026-10-16
JFS Wealth Advisors, LLC
179$7.1K0.0%ETFVery LowHermitage, PA2026-11-03
Parkside Financial Bank & Trust
164$6.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Covestor Ltd
163$60.0%ValueHighLondon, United Kingdom2026-10-30
UMB Private Wealth Management, LLC
158$6.3K0.0%GrowthN/AKansas City, MO2026-10-19
Bell Investment Advisors, Inc
140$5.6K0.0%ETFVery LowOrinda, CA2026-10-29
Hilton Head Capital Partners, LLC
138$5.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Latitude Advisors, LLC
137$5.5K0.0%ETFLowYorkville, IL2026-10-27
Blue Trust, Inc.
134$5.3K0.0%ETFLowBrentwood, TN2026-10-15
Rossby Financial, LCC
128$5.1K0.0%ETFMediumMelbourne, FL2026-11-05
Birch Financial Group, LLC
126$5.0K0.0%CoreLowKeene, NH2026-10-27
Moisand Fitzgerald Tamayo, LLC
121$1090.0%ETFVery LowOrlando, FL2026-10-15
Wilmington Savings Fund Society, FSB
116$4.6K0.0%CoreLowWilmington, DE2026-10-23
Private Wealth Management Group, LLC
109$2.2K0.0%ETFLowPrinceton, NJ2026-10-19
Silver Grove Financial Group, Inc.
101$4.0K0.0%CoreMediumOrchard Park, NY2026-11-05
KFG LLC
100$4.0K0.0%ETFN/ARapid City, SD2026-11-02
Clark Wealth Partners
98$3.9K0.0%ETFVery LowO'Fallon, IL2026-10-19
Elyxium Wealth, LLC
87$3.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Cromwell Holdings LLC
86$3.4K0.0%IndexLowJackson, WY2026-10-28
Avion Wealth
84$30.0%ETFLowThe Woodlands, TX2026-11-04
SJS Investment Consulting Inc.
83$3.3K0.0%ETFVery LowSylvania, OH2026-10-26
Capital Advisors, Ltd. LLC
74$30.0%ETFLowShaker Heights, OH2026-10-27
Brown, Lisle Ings, Inc.
69$2.7K0.0%CoreVery LowProvidence, RI2026-10-16
Cape Investment Advisory, Inc.
62$2.5K0.0%ETFLowMcdonough, GA2026-10-13
WPG Advisers, LLC
62$2.5K0.0%CoreLowBaltimore, MD2026-10-27
First Horizon Corp
60$2.4K0.0%CoreLowMemphis, TN2026-10-26
Signature Resources Capital Management, LLC
57$2.3K0.0%ETFLowNewport Beach, CA2026-10-16
Birchbrook, Inc.
53$480.0%ETFLowBangor, ME2026-10-14
Creative Financial Designs Inc
49$1.9K0.0%ETFMediumKokomo, IN2026-11-04
Bay Harbor Wealth Management, LLC
48$1.9K0.0%ETFMediumHunt Valley, MD2026-11-03
Physician Wealth Advisors, Inc.
43$1.7K0.0%ETFMediumMidvale, UT2026-10-20
DiNuzzo Private Wealth, Inc.
42$1.7K0.0%ETFLowBeaver, PA2026-10-16
Armstrong Advisory Group, Inc
39$1.5K0.0%ETFHighNeedham, MA2026-10-09
Jnba Financial Advisors
35$1.4K0.0%ETFMediumBloomington, MN2026-11-03
Jacobi Capital Management LLC
34$1.3K0.0%CoreLowPittston, PA2026-11-05
Signature Equity Partners, LLC
26$1.0K0.0%GrowthMediumColumbus, OH2026-10-29
Financial Consulate, Inc
24$9520.0%ETFLowHunt Valley, MD2026-10-23
IFS Advisors, LLC
24$9580.0%ETFLowOverland Park, KS2026-10-14
Planning Strategies Inc.
17$6740.0%ETFN/ALancaster, PA2026-10-02
American Capital Advisory, LLC
17$6750.0%ETFLowKetchum, ID2026-10-28
Key Capital Management, Inc
15$5950.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Valued Wealth Advisors LLC
14$5560.0%IndexVery LowHolladay, UT2026-11-05
Torren Management, LLC
13$5000.0%ETFMediumSan Diego, CA2026-10-29
Bare Financial Services, Inc
12$4760.0%ETFVery LowGap, PA2026-11-04
Burk Holdings LLC
12$4760.0%ETFVery LowTulsa, OK2026-11-05
Hughes Financial Services, LLC
11$4460.0%ETFLowHerndon, VA2026-10-30
Davis Capital Management
9$3570.0%CoreLowJacksonville, FL2026-10-08
Breakwater Investment Management
9$3570.0%ETFLowSeattle, WA2026-10-20
DecisionPoint Financial, LLC
9$3640.0%ETFVery LowMesa, AZ2026-10-27
Quaker Wealth Management, LLC
7$2780.0%ETFMediumMoorestown, NJ2026-10-22
Mascoma Wealth Management LLC
6$2380.0%ETFVery LowHanover, NH2026-10-23
Creative Capital Management Investments LLC
5$1980.0%ETFLowSan Diego, CA2026-10-28
CoreCap Advisors, LLC
5$1980.0%ETFMediumSouthfield, MI2026-10-08
Nfsg Corp
4$1590.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Meriwether Wealth & Planning, LLC
4$1590.0%ETFMediumMinden, LA2026-10-13
MV Capital Management, Inc.
4$1590.0%ETFLowBethesda, MD2026-10-29
James T. Borello RIA
3$1190.0%ETFVery LowEast Dundee, IL2026-10-16
Maryland Capital Advisors Inc.
3$1190.0%ETFVery LowChester, MD2026-10-15
3 Factor Indexing, LLC
2$800.0%ETFLowSacramento, CA2026-10-15