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Carpenter Technology (CRS)

CUSIP: 144285103 | NYSE | Industrials · Metal Fabrication | Large Cap | 1641 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.6,073,43512.3%New 5%+ stakeSep 30, 202692d ahead of 13F (6,216,560 sh) · −143,125
13G/ABlackRock, Inc.6,073,435
12.3% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (6,216,560 sh) · −143,125

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP416,381
0.0% of portfolio›$161.9M
Allspring Global Investments Holdings, LLC395,156
0.2% of portfolio›$151.6M
TimesSquare Capital Management, LLC281,528
1.8% of portfolio›$109.5M
Principal Financial Group Inc113,070
0.0% of portfolio›$44.0M
Sumitomo Mitsui Trust Group, Inc.97,311
0.0% of portfolio›$37.8M
Congress Asset Management Co82,280
0.2% of portfolio›$32.0M
Retirement Systems of Alabama67,297
0.1% of portfolio›$26.2M
Mitsubishi UFJ Asset Management Co., Ltd.61,452
0.0% of portfolio›$23.9M
Citigroup Inc52,876
0.0% of portfolio›$20.6M
Swedbank AB48,967
0.0% of portfolio›$19.0M
New York State Teachers Retirement System43,389
0.1% of portfolio›$16.9M
Daiwa Securities Group Inc.42,635
0.0% of portfolio›$16.6M
Creative Planning39,572
0.0% of portfolio›$15.4M
M&G Plc35,503
0.1% of portfolio›$13.8M
Overbrook Management Corp33,568
2.0% of portfolio›$13.1M
Assenagon Asset Management S.A.32,553
0.0% of portfolio›$12.7M
Dymon Asia Capital (Singapore) Pte. Ltd.32,308
0.6% of portfolio›$12.6M
Pictet Asset Management Holding SA30,390
0.0% of portfolio›$11.8M
Renaissance Investment Group LLC27,137
2.2% of portfolio›$10.6M
Cambridge Investment Research Advisors, Inc.27,108
0.1% of portfolio›$10.5M
Buck Wealth Strategies, LLC25,763
0.9% of portfolio›$10.0M
Tokio Marine Asset Management Co LTD25,056
0.3% of portfolio›$9.7M
KBC Group NV24,606
0.0% of portfolio›$9.6M
Amalgamated Bank23,701
0.1% of portfolio›$9.2M
Orser Capital Management, LLC23,398
5.2% of portfolio›$9.1M
Wealth Enhancement Advisory Services, LLC22,353
0.0% of portfolio›$8.2M
ASR Vermogensbeheer N.V.22,205
0.1% of portfolio›$8.6M
Temasek Holdings (Private) Ltd21,044
0.0% of portfolio›$8.2M
Asset Management One Co., Ltd.19,918
0.0% of portfolio›$7.7M
DekaBank Deutsche Girozentrale18,250
0.0% of portfolio›$7.1M
Mutual of America Capital Management LLC18,067
0.1% of portfolio›$7.0M
Exchange Traded Concepts, LLC18,036
0.0% of portfolio›$7.0M
Louisiana State Employees Retirement System14,700
0.1% of portfolio›$5.7M
Mezzasalma Advisors, LLC14,518
1.1% of portfolio›$5.6M
Bank Julius Baer & Co. Ltd, Zurich14,323
0.0% of portfolio›$5.6M
JB Capital LLC14,244
0.2% of portfolio›$5.5M
Oak Thistle LLC14,052
0.5% of portfolio›$5.5M
Strengthening Families & Communities, LLC13,839
1.2% of portfolio›$5.4M
Xponance LLC13,524
0.0% of portfolio›$5.3M
Commonwealth Equity Services, LLC13,304
0.0% of portfolio›$5.2M
Arizona State Retirement System13,231
0.0% of portfolio›$5.1M
Yousif Capital Management, LLC13,016
0.1% of portfolio›$5.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS11,829
0.0% of portfolio›$4.6M
State of Michigan Retirement System11,600
0.0% of portfolio›$4.5M
IFM Investors Pty Ltd11,338
0.0% of portfolio›$4.4M
Nisa Investment Advisors, LLC11,298
0.0% of portfolio›$4.4M
Y-Intercept (Hong Kong) Ltd11,264
0.1% of portfolio›$4.4M
MacKenzie Financial Corp10,455
0.0% of portfolio›$4.1M
Oregon Public Employees Retirement Fund10,268
0.0% of portfolio›$4.0M
Eulav Asset Management10,003
0.1% of portfolio›$3.9M
Prescott Group Capital Management, L.L.C.10,000
0.4% of portfolio›$3.9M
Atria Investments, Inc9,537
0.0% of portfolio›$3.7M
Candriam S.C.A.9,172
0.0% of portfolio›$3.6M
Guided Capital Wealth Management, LLC8,671
2.0% of portfolio›$3.4M
Prevail Innovative Wealth Advisors, LLC8,668
0.4% of portfolio›$3.4M
iA Global Asset Management Inc.8,195
0.1% of portfolio›$3.2M
Quadrant Capital Group LLC7,538
0.1% of portfolio›$2.9M
Calamos Advisors LLC7,495
0.0% of portfolio›$2.9M
Kestra Advisory Services, LLC7,454
0.0% of portfolio›$2.9M
Ethic Inc.7,338
0.0% of portfolio›$2.9M
Diversify Advisory Services, LLC6,835
0.0% of portfolio›$2.6M
Diversify Wealth Management, LLC6,835
0.0% of portfolio›$2.6M
Swiss Life Asset Management Ltd6,685
0.0% of portfolio›$2.6M
Sumitomo Mitsui DS Asset Management Company, Ltd6,677
0.0% of portfolio›$2.6M
Moody National Bank Trust Division6,545
0.2% of portfolio›$2.5M
Robeco Institutional Asset Management B.V.6,512
0.0% of portfolio›$2.5M
SteelPeak Wealth, LLC6,410
0.1% of portfolio›$2.5M
PVG Asset Management Corp6,278
1.7% of portfolio›$2.4M
Fiduciary Alliance LLC5,748
0.2% of portfolio›$2.2M
Evergreen Capital Management LLC5,670
0.0% of portfolio›$2.2M
Kestra Private Wealth Services, LLC5,565
0.0% of portfolio›$2.2M
Roman Butler Fullerton & Co5,564
0.5% of portfolio›$2.1M
Ashton Thomas Private Wealth, LLC5,315
0.0% of portfolio›$2.1M
Hennion & Walsh Asset Management, Inc.4,902
0.1% of portfolio›$1.9M
B. Metzler seel. Sohn & Co. AG4,808
0.0% of portfolio›$1.9M
AGP Franklin, LLC4,792
0.8% of portfolio›$1.9M
State of Alaska, Department of Revenue4,699
0.0% of portfolio›$1.8M
Truist Financial Corp4,610
0.0% of portfolio›$1.8M
Bright Rock Capital Management, LLC4,500
0.3% of portfolio›$1.7M
ABN Amro Investment Solutions4,388
0.0% of portfolio›$1.7M
Tlwm4,344
0.3% of portfolio›$1.7M
Alps Advisors Inc4,340
0.0% of portfolio›$1.7M
Pathway Financial Advisers, LLC4,307
0.4% of portfolio›$1.7M
Whitaker-Myers Wealth Managers, Ltd.4,233
0.3% of portfolio›$1.6M
Park Avenue Securities LLC4,193
0.0% of portfolio›$1.6M
Crossmark Global Holdings, Inc.4,105
0.0% of portfolio›$1.6M
Gateway Investment Advisers LLC4,086
0.0% of portfolio›$1.6M
PFG Advisors4,047
0.1% of portfolio›$1.6M
Oppenheimer & Co Inc3,933
0.0% of portfolio›$1.5M
Gulf International Bank (UK) Ltd3,764
0.1% of portfolio›$1.5M
Arista Wealth Management, LLC3,683
0.2% of portfolio›$1.4M
Americana Partners, LLC3,584
0.0% of portfolio›$1.4M
HB Wealth Management, LLC3,553
0.0% of portfolio›$1.4M
SEB Asset Management AB3,521
0.0% of portfolio›$1.4M
Brighton Jones LLC3,500
0.0% of portfolio›$1.4M
Strategic Blueprint, LLC3,498
0.1% of portfolio›$1.4M
Gamma Investing LLC3,241
0.0% of portfolio›$1.3M
Bright Futures Wealth Management, Llc.3,238
0.9% of portfolio›$1.3M
Wakefield Asset Management Lllp3,228
0.3% of portfolio›$1.3M
Fideuram Asset Management (Ireland) dac3,216
0.0% of portfolio›$1.5M
Beaumont Financial Advisors, LLC3,012
0.1% of portfolio›$1.2M
Penobscot Investment Management Company, Inc.3,000
0.1% of portfolio›$1.2M
Inspire Investing, LLC2,980
0.0% of portfolio›$1.2M
AlphaCore Capital LLC2,956
0.0% of portfolio›$1.1M
Harbor Capital Advisors, Inc.2,804
0.2% of portfolio›$1.1M
Sheets Smith Wealth Management2,778
0.1% of portfolio›$1.1M
Farther Finance Advisors, LLC2,739
0.0% of portfolio›$1.1M
Virginia Retirement Systems ET Al2,549
0.0% of portfolio›$991.1K
Bdfs Capital LLC2,549
0.5% of portfolio›$991.1K
Caitong International Asset Management Co., Ltd2,502
0.1% of portfolio›$972.8K
Burney Co/2,495
0.0% of portfolio›$970.1K
Veracity Capital LLC2,477
0.3% of portfolio›$962.9K
Mather Group, Llc.2,441
0.0% of portfolio›$949.3K
TrueWealth Advisors, LLC2,422
0.2% of portfolio›$941.8K
Apella Capital, LLC2,391
0.0% of portfolio›$935.5K
Brookstone Capital Management2,390
0.0% of portfolio›$929.3K
Shelton Wealth Management, LLC2,235
0.3% of portfolio›$869.0K
Vise Technologies, Inc.2,224
0.0% of portfolio›$864.7K
Gaddis Premier Wealth Advisors LLC2,185
0.5% of portfolio›$849.6K
Manuka Financial, LLC2,168
0.4% of portfolio›$843.0K
Highland Capital Management, LLC2,161
0.0% of portfolio›$840.2K
D.A. Davidson & Co.2,137
0.0% of portfolio›$830.9K
Mission Wealth Management, LP2,111
0.0% of portfolio›$820.7K
Fifth Third Wealth Advisors LLC2,018
0.0% of portfolio›$784.6K
Concurrent Investment Advisors, LLC2,006
0.0% of portfolio›$779.8K
Simon Quick Advisors, LLC2,000
0.0% of portfolio›$777.6K
Freemont Management S.A.2,000
0.7% of portfolio›$777.6K
Y.D. More Investments Ltd1,907
0.0% of portfolio›$741.5K
TD Waterhouse Canada Inc.1,906
0.0% of portfolio›$731.3K
ProShare Advisors LLC1,884
0.0% of portfolio›$732.5K
E. Ohman J:or Asset Management AB1,880
0.0% of portfolio›$731.0K
Praxis Investment Management Inc1,855
0.1% of portfolio›$721.0K
HMS Capital Management, LLC1,839
0.3% of portfolio›$715.1K
BankChampaign, National Association1,773
0.6% of portfolio›$689.4K
Avior Wealth Management, LLC1,759
0.0% of portfolio›$683.9K
Raiffeisen Bank International AG1,746
0.0% of portfolio›$684.0K
Koshinski Asset Management, Inc.1,699
0.0% of portfolio›$660.6K
Gibbs Wealth Management1,640
0.1% of portfolio›$637.7K
Brown Miller Wealth Management, LLC1,606
0.2% of portfolio›$624.5K
Citizens Financial Group Inc1,604
0.0% of portfolio›$623.7K
VestGen Advisors, LLC1,598
0.0% of portfolio›$621.4K
State of Wyoming1,550
0.0% of portfolio›$602.7K
Bauman Advisory Group, LLC1,538
0.3% of portfolio›$597.9K
Atlas Wealth Partners, LLC1,521
0.6% of portfolio›$591.4K
Park Edge Advisors, LLC1,486
0.1% of portfolio›$577.8K
UniSuper Management Pty Ltd1,480
0.0% of portfolio›$575.5K
North Dakota State Investment Board1,479
0.0% of portfolio›$575.1K
Legacy Financial Independent Advisors LLC1,471
0.3% of portfolio›$572.0K
Portside Wealth Group, LLC1,467
0.1% of portfolio›$570.4K
J. Safra Sarasin Holding AG1,449
0.0% of portfolio›$563.4K
Pinnacle Associates LTD1,416
0.0% of portfolio›$550.7K
Ag2r LA Mondiale Gestion D'actifs1,378
0.0% of portfolio›$535.8K
Krilogy Financial LLC1,289
0.0% of portfolio›$486.3K
New York Life Investment Management LLC1,280
0.0% of portfolio›$497.7K
Chicago Partners Investment Group LLC1,271
0.0% of portfolio›$361.8K
Clearwave Capital, LLC1,262
0.3% of portfolio›$490.8K
Strategy Asset Managers LLC1,260
0.1% of portfolio›$489.9K
Wealthcare Advisory Partners LLC1,251
0.0% of portfolio›$486.6K
Radnor Capital Management, LLC1,220
0.1% of portfolio›$474.4K
Perryman Financial Advisory Inc1,190
0.1% of portfolio›$462.8K
Simplex Trading, LLC1,185
0.0% of portfolio›$460.8K
Eastern Bank1,185
0.0% of portfolio›$460.8K
StoneX Group Inc.1,182
0.0% of portfolio›$534.8K
Alliance Wealth Advisors, LLC1,172
0.1% of portfolio›$455.7K
Achmea Investment Management B.V.1,163
0.0% of portfolio›$452.6K
Laurion Capital Management LP1,150
0.0% of portfolio›$447.1K
CoreCap Advisors, LLC1,131
0.0% of portfolio›$439.8K
NorthCrest Asset Manangement, LLC1,129
0.0% of portfolio›$437.0K
Blue Bell Private Wealth Management, LLC1,103
0.1% of portfolio›$428.9K
Burns Matteson Capital Management, LLC1,099
0.1% of portfolio›$427.3K
Profund Advisors LLC1,082
0.0% of portfolio›$420.7K
Sowell Financial Services LLC1,072
0.0% of portfolio›$416.7K
Cynosure Group, LLC1,065
0.1% of portfolio›$414.1K
Vontobel Holding Ltd.1,056
0.0% of portfolio›$410.6K
Scheeler Financial LLC1,041
0.3% of portfolio›$404.8K
Abel Hall, LLC1,035
0.1% of portfolio›$402.4K
Patriot Investment Management Group, Inc.1,000
0.0% of portfolio›$388.8K
Northland Securities, Inc.1,000
0.2% of portfolio›$388.8K
Choreo, LLC972
0.0% of portfolio›$378.0K
Simplicity Wealth,LLC965
0.0% of portfolio›$375.2K
Canandaigua National Bank & Trust Co960
0.0% of portfolio›$373.3K
Curated Wealth Partners LLC939
0.0% of portfolio›$365.1K
Glass Jacobson Investment Advisors llc928
0.1% of portfolio›$361.0K
Penn Capital Management Company, LLC926
0.0% of portfolio›$359.9K
Focused Alpha, LLC914
0.1% of portfolio›$355.4K
Power Wealth Management LLC910
0.1% of portfolio›$353.8K
GAM Holding AG888
0.0% of portfolio›$345.3K
Gen-Wealth Partners Inc887
0.1% of portfolio›$344.9K
Perigon Wealth Management, LLC878
0.0% of portfolio›$341.4K
Parcion Private Wealth LLC866
0.0% of portfolio›$336.7K
Elevatus Welath Management858
0.1% of portfolio›$333.7K
Integrity Alliance, Llc.854
0.0% of portfolio›$332.1K
Optivise Advisory Services LLC848
0.2% of portfolio›$329.7K
Lido Advisors, LLC819
0.0% of portfolio›$318.6K
Daymark Wealth Partners, LLC805
0.0% of portfolio›$313.0K
Venture Visionary Partners LLC800
0.0% of portfolio›$311.1K
Blue Fin Capital, Inc.795
0.0% of portfolio›$309.1K
Strs Ohio789
0.0% of portfolio›$306.8K
Norden Group LLC784
0.0% of portfolio›$304.9K
Moody Aldrich Partners LLC779
0.1% of portfolio›$302.9K
Base Wealth Management LLC760
0.1% of portfolio›$295.5K
Marathon Mission, Inc.745
0.1% of portfolio›$289.7K
Argent Capital Management LLC739
0.0% of portfolio›$287.3K
Kingdom Financial Group Llc.736
0.1% of portfolio›$286.4K
Premier Fund Managers Ltd728
0.2% of portfolio›$285.0K
EverSource Wealth Advisors, LLC713
0.0% of portfolio›$277.2K
MBL Wealth, LLC698
0.0% of portfolio›$271.4K
Lanark Financial, Inc.698
0.0% of portfolio›$271.6K
Colonial River Investments, LLC678
0.1% of portfolio›$263.6K
Graves Light Lenhart Wealth, Inc.670
0.0% of portfolio›$260.5K
Polaris Financial Partners668
0.1% of portfolio›$258
Davenport & Co LLC656
0.0% of portfolio›$255.1K
University of Texas S AM Investment Management Co645
0.0% of portfolio›$250.8K
W.H. Cornerstone Investments Inc.644
0.1% of portfolio›$250.3K
GC Wealth Management RIA, LLC632
0.0% of portfolio›$245.7K
Parallel Advisors, LLC632
0.0% of portfolio›$245.8K
Retirement Guys Formula LLC626
0.1% of portfolio›$243.5K
Prime Capital Investment Advisors, LLC620
0.0% of portfolio›$241.1K
Balefire, LLC615
0.0% of portfolio›$239.1K
Aries Wealth Management614
0.0% of portfolio›$238.7K
Discipline Wealth Solutions, LLC601
0.0% of portfolio›$233.7K
Apollon Wealth Management, LLC565
0.0% of portfolio›$219.6K
Fulton Bank, N.A.561
0.0% of portfolio›$218.1K
111 Capital551
0.0% of portfolio›$214.2K
Greenleaf Trust548
0.0% of portfolio›$213.1K
Harrell Investment Partners, LLC542
0.0% of portfolio›$210.6K
Wedmont Private Capital526
0.0% of portfolio›$203.6K
Allegiance Financial Group Advisory Services LLC525
0.0% of portfolio›$204.1K
IFP Advisors, Inc519
0.0% of portfolio›$201.8K
Mirae Asset Global Investments Co., Ltd.488
0.0% of portfolio›$189.7K
Versant Capital Management, Inc431
0.0% of portfolio›$167.6K
BI Asset Management Fondsmaeglerselskab A/S425
0.0% of portfolio›$165.0K
Root Financial Partners, LLC421
0.0% of portfolio›$163.7K
SBI Securities Co., Ltd.408
0.0% of portfolio›$158.6K
Essential Partners LLC404
0.1% of portfolio›$157.1K
Hazlett, Burt & Watson, Inc.390
0.0% of portfolio›$76.1K
Assetmark, Inc366
0.0% of portfolio›$142.5K
Covestor Ltd349
0.3% of portfolio›$136.0K
Spire Wealth Management343
0.0% of portfolio›$133.5K
Elyxium Wealth, LLC320
0.0% of portfolio›$124.4K
Financial Consulate, Inc300
0.0% of portfolio›$116.6K
Leonteq Securities AG260
0.0% of portfolio›$101.1K
GK Wealth Management LLC254
0.1% of portfolio›$98.8K
Signaturefd, LLC251
0.0% of portfolio›$97.4K
Bayforest Capital Ltd233
0.1% of portfolio›$90.6K
SJS Investment Consulting Inc.223
0.0% of portfolio›$86.7K
Cullen T Bankers, Inc.216
0.0% of portfolio›$84.1K
Private Trust Co NA210
0.0% of portfolio›$81.7K
John Boyer, Inc.205
0.1% of portfolio›$79.8K
Ascentis Wealth Management, LLC186
0.0% of portfolio›$72.3K
Parkside Financial Bank & Trust156
0.0% of portfolio›$60.7K
Pinnacle Wealth Planning Services, Inc.152
0.0% of portfolio›$59.1K
Caldwell Trust Co150
0.0% of portfolio›$58.3K
True Wealth Design, LLC144
0.0% of portfolio›$56.0K
Thurston, Springer, Miller, Herd & Titak, Inc.133
0.1% of portfolio›$51.7K
Valley National Advisers Inc131
0.0% of portfolio›$50.9K
Harbor Investment Advisory, LLC115
0.0% of portfolio›$44.7K
Tompkins Financial Corp115
0.0% of portfolio›$44.7K
MassMutual Private Wealth & Trust, FSB112
0.0% of portfolio›$43.5K
Signature Equity Partners, LLC111
0.0% of portfolio›$43.0K
Sterling Capital Management LLC110
0.0% of portfolio›$42.8K
Costello Asset Management, Inc100
0.0% of portfolio›$38.9K
Wolverine Asset Management LLC100
0.0% of portfolio›$38.9K
Kimelman & Baird, LLC100
0.0% of portfolio›$38.9K
Provenance Wealth Advisors, LLC78
0.0% of portfolio›$30.3K
Ascentis Independent Advisors74
0.0% of portfolio›$28.8K
JFS Wealth Advisors, LLC62
0.0% of portfolio›$24.1K
First Horizon Corp59
0.0% of portfolio›$22.9K
Fortitude Family Office, LLC51
0.0% of portfolio›$19.8K
Heritage Family Offices, LLP51
0.0% of portfolio›$19.8K
Compass Financial Management LLC50
0.0% of portfolio›$19.5K
Contravisory Investment Management, Inc.46
0.0% of portfolio›$17.9K
Strategic Advocates LLC45
0.1% of portfolio›$17.5K
Farmers & Merchants Investments Inc45
0.0% of portfolio›$17.5K
Private Wealth Management Group, LLC35
0.0% of portfolio›$13.6K
Salomon & Ludwin, LLC34
0.0% of portfolio›$13.2K
Bare Financial Services, Inc33
0.0% of portfolio›$12.8K
Creative Capital Management Investments LLC29
0.0% of portfolio›$11.3K
Wilmington Savings Fund Society, FSB28
0.0% of portfolio›$10.9K
Elevation Wealth Partners, LLC27
0.0% of portfolio›$10.5K
High Note Wealth, LLC27
0.0% of portfolio›$10.5K
Activest Wealth Management25
0.0% of portfolio›$9.7K
Physician Wealth Advisors, Inc.25
0.0% of portfolio›$9.5K
Rakuten Securities, Inc.23
0.0% of portfolio›$8.9K
James T. Borello RIA22
0.0% of portfolio›$8.6K
Bell Investment Advisors, Inc20
0.0% of portfolio›$7.8K
Concord Wealth Partners19
0.0% of portfolio›$7.4K
WPG Advisers, LLC18
0.0% of portfolio›$7.0K
UMB Private Wealth Management, LLC16
0.0% of portfolio›$6.2K
DiNuzzo Private Wealth, Inc.13
0.0% of portfolio›$5.1K
Bay Harbor Wealth Management, LLC13
0.0% of portfolio›$5.1K
Westside Investment Management, Inc.10
0.0% of portfolio›$3.9K
Abound Wealth Management8
0.0% of portfolio›$3.1K
Marquette Asset Management, LLC7
0.0% of portfolio›$2.7K
TD Private Client Wealth LLC6
0.0% of portfolio›$2.3K
Cromwell Holdings LLC6
0.0% of portfolio›$2.3K
Armstrong Advisory Group, Inc5
0.0% of portfolio›$1.9K
Financial Network Wealth Advisors LLC5
0.0% of portfolio›$1.9K
Retirement Wealth Solutions LLC5
0.0% of portfolio›$1.9K
Bfsg, LLC4
0.0% of portfolio›$1.6K
DeDora Capital, Inc.4
0.0% of portfolio›$1.6K
CX Institutional4
0.0% of portfolio›$2
Creative Financial Designs Inc3
0.0% of portfolio›$1.2K
Jnba Financial Advisors3
0.0% of portfolio›$1.2K
Pension & Wealth Management Advisors, Inc.3
0.0% of portfolio›$1.2K
DecisionPoint Financial, LLC3
0.0% of portfolio›$1.2K
American Capital Advisory, LLC2
0.0% of portfolio›$778
William Mack & Associates, Inc.2
0.0% of portfolio›$778
Proathlete Wealth Management LLC2
0.0% of portfolio›$777
Planning Strategies Inc.2
0.0% of portfolio›$778
Trust Co2
0.0% of portfolio›$778
Birchwood Financial Partners, Inc.2
0.0% of portfolio›$778
Montag A & Associates Inc2
0.0% of portfolio›$787
Albion Financial Group1
0.0% of portfolio›$374
Highline Wealth Partners LLC1
0.0% of portfolio›$389
Decker Retirement Planning Inc.1
0.0% of portfolio›$451
Hughes Financial Services, LLC1
0.0% of portfolio›$299
Maryland Capital Advisors Inc.1
0.0% of portfolio›$389
TFC Financial Management, Inc.1
0.0% of portfolio›$389
Blue Trust, Inc.1
0.0% of portfolio›$389
Align Financial, LLC1
0.0% of portfolio›$389
Center for Financial Planning, Inc.1
0.0% of portfolio›$388
Signature Resources Capital Management, LLC1
0.0% of portfolio›$389
Birch Financial Group, LLC1
0.0% of portfolio›$213
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
416,381$161.9M0.0%IndexLowAustin, TX2026-11-04
Allspring Global Investments Holdings, LLC
395,156$151.6M0.2%CoreMediumCharlotte, NC2026-11-04
TimesSquare Capital Management, LLC
281,528$109.5M1.8%GrowthMediumNew York, NY2026-11-03
Principal Financial Group Inc
113,070$44.0M0.0%CoreLowDes Moines, IA2026-11-02
Sumitomo Mitsui Trust Group, Inc.
97,311$37.8M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Congress Asset Management Co
82,280$32.0M0.2%GrowthMediumBoston, MA2026-10-06
Retirement Systems of Alabama
67,297$26.2M0.1%IndexLowMontgomery, AL2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
61,452$23.9M0.0%IndexVery LowTokyo, Mexico2026-11-05
Citigroup Inc
52,876$20.6M0.0%CoreMediumNew York, NY2026-11-04
Swedbank AB
48,967$19.0M0.0%GrowthLowStockholm, Sweden2026-10-27
New York State Teachers Retirement System
43,389$16.9M0.1%CoreVery LowAlbany, NY2026-10-22
Daiwa Securities Group Inc.
42,635$16.6M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Creative Planning
39,572$15.4M0.0%IndexVery LowOverland Park, KS2026-11-02
M&G Plc
35,503$13.8M0.1%CoreMediumLondon, United Kingdom2026-11-04
Overbrook Management Corp
33,568$13.1M2.0%GrowthMediumNew York, NY2026-10-08
Assenagon Asset Management S.A.
32,553$12.7M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Dymon Asia Capital (Singapore) Pte. Ltd.
32,308$12.6M0.6%GARPVery HighSingapore, Turkey2026-11-04
Pictet Asset Management Holding SA
30,390$11.8M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Renaissance Investment Group LLC
27,137$10.6M2.2%GrowthLowLenox, MA2026-10-28
Cambridge Investment Research Advisors, Inc.
27,108$10.5M0.1%ETFLowFairfield, IA2026-11-02
Buck Wealth Strategies, LLC
25,763$10.0M0.9%ValueMediumDenver, CO2026-10-28
Tokio Marine Asset Management Co LTD
25,056$9.7M0.3%GrowthLowTokyo, Mexico2026-10-26
KBC Group NV
24,606$9.6M0.0%CoreMediumBrussels, Czech Republic2026-10-22
Amalgamated Bank
23,701$9.2M0.1%CoreVery LowNew York, NY2026-10-23
Orser Capital Management, LLC
23,398$9.1M5.2%GrowthLowSouthlake, TX2026-10-13
Wealth Enhancement Advisory Services, LLC
22,353$8.2M0.0%CoreLowPlymouth, MN2026-10-13
ASR Vermogensbeheer N.V.
22,205$8.6M0.1%CoreLowUtrecht, Philippines2026-10-16
Temasek Holdings (Private) Ltd
21,044$8.2M0.0%GrowthLowSingapore, Turkey2026-10-28
Asset Management One Co., Ltd.
19,918$7.7M0.0%IndexVery LowTokyo, Mexico2026-10-27
DekaBank Deutsche Girozentrale
18,250$7.1M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Mutual of America Capital Management LLC
18,067$7.0M0.1%IndexLowNew York, NY2026-10-23
Exchange Traded Concepts, LLC
18,036$7.0M0.0%GrowthMediumOklahoma City, OK2026-10-28
Louisiana State Employees Retirement System
14,700$5.7M0.1%IndexLowBaton Rouge, LA2026-10-20
Mezzasalma Advisors, LLC
14,518$5.6M1.1%GrowthLowTinton Falls, NJ2026-10-14
Bank Julius Baer & Co. Ltd, Zurich
14,323$5.6M0.0%GrowthMediumZurich, Switzerland2026-10-29
JB Capital LLC
14,244$5.5M0.2%ETFMediumWethersfield, CT2026-10-19
Oak Thistle LLC
14,052$5.5M0.5%ValueVery HighNew York, NY2026-10-21
Strengthening Families & Communities, LLC
13,839$5.4M1.2%CoreMediumBoston, MA2026-10-21
Xponance LLC
13,524$5.3M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Commonwealth Equity Services, LLC
13,304$5.2M0.0%ETFLowWaltham, MA2026-11-02
Arizona State Retirement System
13,231$5.1M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
13,016$5.1M0.1%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
11,829$4.6M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
11,600$4.5M0.0%IndexLowEast Lansing, MI2026-10-27
IFM Investors Pty Ltd
11,338$4.4M0.0%IndexVery LowMelbourne, China2026-10-14
Nisa Investment Advisors, LLC
11,298$4.4M0.0%IndexVery LowSt. Louis, MO2026-10-20
Y-Intercept (Hong Kong) Ltd
11,264$4.4M0.1%ValueVery HighHong Kong, South Korea2026-10-16
MacKenzie Financial Corp
10,455$4.1M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Oregon Public Employees Retirement Fund
10,268$4.0M0.0%IndexVery LowTigard, OR2026-10-30
Eulav Asset Management
10,003$3.9M0.1%GrowthMediumSarasota, FL2026-10-23
Prescott Group Capital Management, L.L.C.
10,000$3.9M0.4%Deep ValueMediumTulsa, OK2026-10-30
Atria Investments, Inc
9,537$3.7M0.0%CoreMediumCharlotte, NC2026-10-15
Candriam S.C.A.
9,172$3.6M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Guided Capital Wealth Management, LLC
8,671$3.4M2.0%ETFMediumHouston, TX2026-10-21
Prevail Innovative Wealth Advisors, LLC
8,668$3.4M0.4%CoreVery HighLeawood, KS2026-10-20
iA Global Asset Management Inc.
8,195$3.2M0.1%GrowthMediumQuebec, Austria2026-10-29
Quadrant Capital Group LLC
7,538$2.9M0.1%CoreLowCincinnati, OH2026-10-20
Calamos Advisors LLC
7,495$2.9M0.0%GrowthMediumNaperville, IL2026-11-02
Kestra Advisory Services, LLC
7,454$2.9M0.0%CoreLowAustin, TX2026-11-02
Ethic Inc.
7,338$2.9M0.0%CoreLowNew York, NY2026-11-03
Diversify Advisory Services, LLC
6,835$2.6M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
6,835$2.6M0.0%GrowthMediumSandy, UT2026-10-20
Swiss Life Asset Management Ltd
6,685$2.6M0.0%CoreLowZurich, Switzerland2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
6,677$2.6M0.0%IndexVery LowTokyo, Mexico2026-10-20
Moody National Bank Trust Division
6,545$2.5M0.2%CoreMediumGalveston, TX2026-10-06
Robeco Institutional Asset Management B.V.
6,512$2.5M0.0%CoreMediumRotterdam, Philippines2026-10-20
SteelPeak Wealth, LLC
6,410$2.5M0.1%GrowthHighWoodland Hills, CA2026-10-16
PVG Asset Management Corp
6,278$2.4M1.7%GrowthMediumGolden, CO2026-10-19
Fiduciary Alliance LLC
5,748$2.2M0.2%CoreMediumGreenville, SC2026-10-13
Evergreen Capital Management LLC
5,670$2.2M0.0%GARPMediumBellevue, WA2026-10-23
Kestra Private Wealth Services, LLC
5,565$2.2M0.0%GrowthLowAustin, TX2026-10-30
Roman Butler Fullerton & Co
5,564$2.1M0.5%GrowthMediumSt Louis, MO2026-10-27
Ashton Thomas Private Wealth, LLC
5,315$2.1M0.0%CoreMediumScottsdale, AZ2026-11-03
Hennion & Walsh Asset Management, Inc.
4,902$1.9M0.1%ValueMediumParsippany, NJ2026-10-13
B. Metzler seel. Sohn & Co. AG
4,808$1.9M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
AGP Franklin, LLC
4,792$1.9M0.8%GrowthMediumFranklin, TN2026-11-04
State of Alaska, Department of Revenue
4,699$1.8M0.0%CoreVery LowJuneau, AK2026-10-15
Truist Financial Corp
4,610$1.8M0.0%CoreLowCharlotte, NC2026-10-30
Bright Rock Capital Management, LLC
4,500$1.7M0.3%CoreMediumHanover, MA2026-10-05
ABN Amro Investment Solutions
4,388$1.7M0.0%GrowthLowParis Cedex 008, India2026-10-21
Tlwm
4,344$1.7M0.3%ETFLowSan Antonio, TX2026-10-09
Alps Advisors Inc
4,340$1.7M0.0%YieldLowDenver, CO2026-11-03
Pathway Financial Advisers, LLC
4,307$1.7M0.4%CoreLowAuburn, IN2026-10-27
Whitaker-Myers Wealth Managers, Ltd.
4,233$1.6M0.3%ETFMediumMansfield, OH2026-10-09
Park Avenue Securities LLC
4,193$1.6M0.0%ETFMediumNew York, NY2026-10-26
Crossmark Global Holdings, Inc.
4,105$1.6M0.0%GARPMediumHouston, TX2026-10-21
Gateway Investment Advisers LLC
4,086$1.6M0.0%GrowthLowCincinnati, OH2026-10-13
PFG Advisors
4,047$1.6M0.1%ETFMediumPhoenix, AZ2026-10-16
Oppenheimer & Co Inc
3,933$1.5M0.0%CoreLowNew York, NY2026-10-26
Gulf International Bank (UK) Ltd
3,764$1.5M0.1%CoreVery LowLondon, United Kingdom2026-10-20
Arista Wealth Management, LLC
3,683$1.4M0.2%ETFMediumLas Vegas, NV2026-10-29
Americana Partners, LLC
3,584$1.4M0.0%CoreMediumHouston, TX2026-10-28
HB Wealth Management, LLC
3,553$1.4M0.0%IndexVery LowAtlanta, GA2026-10-23
SEB Asset Management AB
3,521$1.4M0.0%CoreN/AStockholm, Sweden2026-11-04
Brighton Jones LLC
3,500$1.4M0.0%CoreVery LowSeattle, WA2026-11-03
Strategic Blueprint, LLC
3,498$1.4M0.1%ETFLowAtlanta, GA2026-10-22
Gamma Investing LLC
3,241$1.3M0.0%IndexVery LowFoster City, CA2026-10-08
Bright Futures Wealth Management, Llc.
3,238$1.3M0.9%CoreHighWebster, Ny 14580, NY2026-10-23
Wakefield Asset Management Lllp
3,228$1.3M0.3%ValueMediumEnglewood, CO2026-11-05
Fideuram Asset Management (Ireland) dac
3,216$1.5M0.0%CoreHighDublin 1, Lithuania2026-10-29
Beaumont Financial Advisors, LLC
3,012$1.2M0.1%GrowthMediumNeedham, MA2026-10-22
Penobscot Investment Management Company, Inc.
3,000$1.2M0.1%GrowthLowBoston, MA2026-10-26
Inspire Investing, LLC
2,980$1.2M0.0%GARPHighMeridian, ID2026-10-22
AlphaCore Capital LLC
2,956$1.1M0.0%ETFLowLa Jolla, CA2026-11-04
Harbor Capital Advisors, Inc.
2,804$1.1M0.2%ValueHighChicago, IL2026-10-22
Sheets Smith Wealth Management
2,778$1.1M0.1%CoreLowWinston-Salem, NC2026-10-16
Farther Finance Advisors, LLC
2,739$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
Virginia Retirement Systems ET Al
2,549$991.1K0.0%CoreMediumRichmond, VA2026-10-28
Bdfs Capital LLC
2,549$991.1K0.5%ETFLowRehoboth Beach, DE2026-10-14
Caitong International Asset Management Co., Ltd
2,502$972.8K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
Burney Co/
2,495$970.1K0.0%GARPMediumReston, VA2026-10-15
Veracity Capital LLC
2,477$962.9K0.3%GrowthLowAtlanta, GA2026-10-08
Mather Group, Llc.
2,441$949.3K0.0%ETFMediumChicago, IL2026-10-14
TrueWealth Advisors, LLC
2,422$941.8K0.2%ETFMediumBirmingham, AL2026-10-09
Apella Capital, LLC
2,391$935.5K0.0%ETFVery LowWest Hartford, CT2026-10-08
Brookstone Capital Management
2,390$929.3K0.0%ETFMediumWheaton, IL2026-10-22
Shelton Wealth Management, LLC
2,235$869.0K0.3%GrowthMediumFort Worth, TX2026-10-16
Vise Technologies, Inc.
2,224$864.7K0.0%IndexLowNew York, NY2026-10-29
Gaddis Premier Wealth Advisors LLC
2,185$849.6K0.5%ETFMediumDurant, OK2026-10-29
Manuka Financial, LLC
2,168$843.0K0.4%ETFVery LowRichmond, VA2026-10-16
Highland Capital Management, LLC
2,161$840.2K0.0%GrowthMediumMemphis, TN2026-10-26
D.A. Davidson & Co.
2,137$830.9K0.0%CoreLowGreat Falls, MT2026-10-28
Mission Wealth Management, LP
2,111$820.7K0.0%ETFLowSanta Barbara, CA2026-10-15
Fifth Third Wealth Advisors LLC
2,018$784.6K0.0%IndexVery LowCincinnati, OH2026-10-22
Concurrent Investment Advisors, LLC
2,006$779.8K0.0%GrowthMediumTampa, FL2026-10-16
Simon Quick Advisors, LLC
2,000$777.6K0.0%ETFLowMorristown, NJ2026-10-26
Freemont Management S.A.
2,000$777.6K0.7%ETFMediumVaud, Switzerland2026-11-02
Y.D. More Investments Ltd
1,907$741.5K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
TD Waterhouse Canada Inc.
1,906$731.3K0.0%CoreLowToronto, Australia2026-10-16
ProShare Advisors LLC
1,884$732.5K0.0%GrowthLowBethesda, MD2026-10-29
E. Ohman J:or Asset Management AB
1,880$731.0K0.0%GrowthMediumStockholm, Sweden2026-10-22
Praxis Investment Management Inc
1,855$721.0K0.1%CoreLowGoshen, IN2026-11-03
HMS Capital Management, LLC
1,839$715.1K0.3%GrowthMediumNashville, TN2026-10-20
BankChampaign, National Association
1,773$689.4K0.6%GrowthMediumChampaign, IL2026-10-19
Avior Wealth Management, LLC
1,759$683.9K0.0%ETFMediumOmaha, NE2026-10-13
Raiffeisen Bank International AG
1,746$684.0K0.0%GrowthMediumVienna, Chile2026-10-28
Koshinski Asset Management, Inc.
1,699$660.6K0.0%ETFLowDecatur, IL2026-10-29
Gibbs Wealth Management
1,640$637.7K0.1%CoreLowAlpharetta, GA2026-10-22
Brown Miller Wealth Management, LLC
1,606$624.5K0.2%GrowthLowMclean, VA2026-11-02
Citizens Financial Group Inc
1,604$623.7K0.0%GrowthLowProvidence, RI2026-10-23
VestGen Advisors, LLC
1,598$621.4K0.0%GrowthMediumChicago, IL2026-10-27
State of Wyoming
1,550$602.7K0.0%ValueHighCheyenne, WY2026-10-28
Bauman Advisory Group, LLC
1,538$597.9K0.3%ETFMediumLas Vegas, NV2026-10-29
Atlas Wealth Partners, LLC
1,521$591.4K0.6%Agg GrowthVery LowWyomissing, PA2026-11-03
Park Edge Advisors, LLC
1,486$577.8K0.1%CoreMediumCleveland, OH2026-10-28
UniSuper Management Pty Ltd
1,480$575.5K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
North Dakota State Investment Board
1,479$575.1K0.0%GrowthMediumBismarck, ND2026-10-27
Legacy Financial Independent Advisors LLC
1,471$572.0K0.3%CoreN/ALouisville, KY2026-11-02
Portside Wealth Group, LLC
1,467$570.4K0.1%CoreMediumProvo, UT2026-10-20
J. Safra Sarasin Holding AG
1,449$563.4K0.0%CoreMediumBasel, Switzerland2026-10-26
Pinnacle Associates LTD
1,416$550.7K0.0%CoreLowNew York, NY2026-10-20
Ag2r LA Mondiale Gestion D'actifs
1,378$535.8K0.0%GrowthLowParis, India2026-10-26
Krilogy Financial LLC
1,289$486.3K0.0%GrowthLowSt. Louis, MO2026-10-13
New York Life Investment Management LLC
1,280$497.7K0.0%GrowthLowNew York, NY2026-11-04
Chicago Partners Investment Group LLC
1,271$361.8K0.0%GARPLowChicago, IL2026-10-27
Clearwave Capital, LLC
1,262$490.8K0.3%GrowthLowUpland, CA2026-10-27
Strategy Asset Managers LLC
1,260$489.9K0.1%CoreLowPasadena, CA2026-10-14
Wealthcare Advisory Partners LLC
1,251$486.6K0.0%ETFLowWest Chester, PA2026-10-21
Radnor Capital Management, LLC
1,220$474.4K0.1%CoreLowWayne, PA2026-10-23
Perryman Financial Advisory Inc
1,190$462.8K0.1%GrowthVery LowDallas, TX2026-10-16
Simplex Trading, LLC
1,185$460.8K0.0%CoreVery HighChicago, IL2026-11-04
Eastern Bank
1,185$460.8K0.0%GrowthMediumBoston, MA2026-10-05
StoneX Group Inc.
1,182$534.8K0.0%ETFMediumNew York, NY2026-11-03
Alliance Wealth Advisors, LLC
1,172$455.7K0.1%ETFHighCenterville, UT2026-10-28
Achmea Investment Management B.V.
1,163$452.6K0.0%CoreMediumZeist, Philippines2026-10-30
Laurion Capital Management LP
1,150$447.1K0.0%GrowthVery HighNew York, NY2026-10-30
CoreCap Advisors, LLC
1,131$439.8K0.0%ETFMediumSouthfield, MI2026-10-08
NorthCrest Asset Manangement, LLC
1,129$437.0K0.0%GrowthLowPlymouth, MN2026-10-13
Blue Bell Private Wealth Management, LLC
1,103$428.9K0.1%YieldVery LowBlue Bell, PA2026-10-29
Burns Matteson Capital Management, LLC
1,099$427.3K0.1%CoreMediumCorning, NY2026-10-16
Profund Advisors LLC
1,082$420.7K0.0%GrowthLowBethesda, MD2026-10-29
Sowell Financial Services LLC
1,072$416.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
Cynosure Group, LLC
1,065$414.1K0.1%ETFMediumSalt Lake City, UT2026-11-03
Vontobel Holding Ltd.
1,056$410.6K0.0%CoreMediumZurich, Switzerland2026-10-16
Scheeler Financial LLC
1,041$404.8K0.3%CoreN/AWest Chester, OH2026-10-13
Abel Hall, LLC
1,035$402.4K0.1%CoreMediumBaton Rouge, LA2026-10-19
Patriot Investment Management Group, Inc.
1,000$388.8K0.0%ETFVery LowKnoxville, TN2026-10-15
Northland Securities, Inc.
1,000$388.8K0.2%ETFLowMinneapolis, MN2026-11-02
Choreo, LLC
972$378.0K0.0%IndexLowRockford, IL2026-10-28
Simplicity Wealth,LLC
965$375.2K0.0%ETFLowSummit, NJ2026-10-23
Canandaigua National Bank & Trust Co
960$373.3K0.0%CoreVery LowCanandaigua, NY2026-10-07
Curated Wealth Partners LLC
939$365.1K0.0%GARPLowEl Segundo, CA2026-10-15
Glass Jacobson Investment Advisors llc
928$361.0K0.1%ETFLowOwings Mills, MD2026-10-26
Penn Capital Management Company, LLC
926$359.9K0.0%ValueHighPhiladelphia, PA2026-11-04
Focused Alpha, LLC
914$355.4K0.1%CoreMediumDenver, CO2026-10-20
Power Wealth Management LLC
910$353.8K0.1%ETFLowAlpharetta, GA2026-10-27
GAM Holding AG
888$345.3K0.0%CoreMediumZurich, Switzerland2026-11-03
Gen-Wealth Partners Inc
887$344.9K0.1%CoreLowZeeland, MI2026-11-04
Perigon Wealth Management, LLC
878$341.4K0.0%GrowthLowSan Francisco, CA2026-10-22
Parcion Private Wealth LLC
866$336.7K0.0%CoreMediumBellevue, WA2026-10-28
Elevatus Welath Management
858$333.7K0.1%GrowthHighVictor, NY2026-10-19
Integrity Alliance, Llc.
854$332.1K0.0%ETFMediumUrbandale, IA2026-10-29
Optivise Advisory Services LLC
848$329.7K0.2%ETFMediumFranklin, TN2026-10-19
Lido Advisors, LLC
819$318.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Daymark Wealth Partners, LLC
805$313.0K0.0%CoreLowCincinnati, OH2026-11-04
Venture Visionary Partners LLC
800$311.1K0.0%CoreLowSylvania, OH2026-10-07
Blue Fin Capital, Inc.
795$309.1K0.0%GrowthVery LowWarren, RI2026-10-28
Strs Ohio
789$306.8K0.0%CoreMediumColumbus, OH2026-10-30
Norden Group LLC
784$304.9K0.0%GrowthMediumProvo, UT2026-10-20
Moody Aldrich Partners LLC
779$302.9K0.1%ValueHighMarblehead, MA2026-10-27
Base Wealth Management LLC
760$295.5K0.1%ETFMediumLakewood Ranch, FL2026-10-21
Marathon Mission, Inc.
745$289.7K0.1%ETFVery LowAlbany, NY2026-10-01
Argent Capital Management LLC
739$287.3K0.0%CoreMediumSt Louis, MO2026-10-05
Kingdom Financial Group Llc.
736$286.4K0.1%ETFMediumPeoria, AZ2026-11-04
Premier Fund Managers Ltd
728$285.0K0.2%MomentumMediumLondon, United Kingdom2026-11-02
EverSource Wealth Advisors, LLC
713$277.2K0.0%CoreMediumBirmingham, AL2026-11-04
MBL Wealth, LLC
698$271.4K0.0%ETFLowCharlotte, NC2026-10-22
Lanark Financial, Inc.
698$271.6K0.0%CoreMediumBirmingham, AL2026-10-26
Colonial River Investments, LLC
678$263.6K0.1%GrowthMediumMidlothian, VA2026-10-19
Graves Light Lenhart Wealth, Inc.
670$260.5K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Polaris Financial Partners
668$2580.1%GrowthN/AWesterville, OH2026-10-02
Davenport & Co LLC
656$255.1K0.0%CoreMediumRichmond, VA2026-10-14
University of Texas S AM Investment Management Co
645$250.8K0.0%CoreHighAustin, TX2026-11-03
W.H. Cornerstone Investments Inc.
644$250.3K0.1%CoreLowKingston, MA2026-11-03
GC Wealth Management RIA, LLC
632$245.7K0.0%GrowthMediumCambridge, MA2026-11-02
Parallel Advisors, LLC
632$245.8K0.0%IndexLowSan Francisco, CA2026-11-03
Retirement Guys Formula LLC
626$243.5K0.1%CoreMediumMaumee, OH2026-10-26
Prime Capital Investment Advisors, LLC
620$241.1K0.0%ETFLowOverland Park, KS2026-10-20
Balefire, LLC
615$239.1K0.0%ETFMediumDallas, TX2026-10-09
Aries Wealth Management
614$238.7K0.0%CoreVery LowPortland, ME2026-10-23
Discipline Wealth Solutions, LLC
601$233.7K0.0%ETFLowGreenville, SC2026-10-14
Apollon Wealth Management, LLC
565$219.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Fulton Bank, N.A.
561$218.1K0.0%CoreLowLancaster, PA2026-10-14
111 Capital
551$214.2K0.0%CoreVery HighParis, India2026-11-03
Greenleaf Trust
548$213.1K0.0%CoreLowKalamazoo, MI2026-10-29
Harrell Investment Partners, LLC
542$210.6K0.0%GrowthLowAustin, TX2026-10-15
Wedmont Private Capital
526$203.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Allegiance Financial Group Advisory Services LLC
525$204.1K0.0%ETFLowVienna, VA2026-11-02
IFP Advisors, Inc
519$201.8K0.0%GrowthLowTampa, FL2026-10-16
Mirae Asset Global Investments Co., Ltd.
488$189.7K0.0%GrowthLowSeoul, Malaysia2026-11-03
Versant Capital Management, Inc
431$167.6K0.0%GARPLowPhoenix, AZ2026-10-02
BI Asset Management Fondsmaeglerselskab A/S
425$165.0K0.0%CoreMediumKobenhavn, Greece2026-10-22
Root Financial Partners, LLC
421$163.7K0.0%ETFMediumEncinitas, CA2026-10-21
SBI Securities Co., Ltd.
408$158.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Essential Partners LLC
404$157.1K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Hazlett, Burt & Watson, Inc.
390$76.1K0.0%CoreVery LowWheeling, WV2026-11-04
Assetmark, Inc
366$142.5K0.0%ETFLowConcord, CA2026-10-21
Covestor Ltd
349$136.0K0.3%ValueHighLondon, United Kingdom2026-10-30
Spire Wealth Management
343$133.5K0.0%GrowthMediumMclean, VA2026-10-30
Elyxium Wealth, LLC
320$124.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Financial Consulate, Inc
300$116.6K0.0%ETFLowHunt Valley, MD2026-10-23
Leonteq Securities AG
260$101.1K0.0%CoreHighZurich, Switzerland2026-10-29
GK Wealth Management LLC
254$98.8K0.1%GARPVery HighReno, NV2026-10-09
Signaturefd, LLC
251$97.4K0.0%IndexLowAtlanta, GA2026-10-23
Bayforest Capital Ltd
233$90.6K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
SJS Investment Consulting Inc.
223$86.7K0.0%ETFVery LowSylvania, OH2026-10-26
Cullen T Bankers, Inc.
216$84.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Private Trust Co NA
210$81.7K0.0%CoreLowCleveland, OH2026-10-20
John Boyer, Inc.
205$79.8K0.1%ETFMediumTampa, FL2026-10-27
Ascentis Wealth Management, LLC
186$72.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Parkside Financial Bank & Trust
156$60.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Pinnacle Wealth Planning Services, Inc.
152$59.1K0.0%GARPLowMansfield, OH2026-10-27
Caldwell Trust Co
150$58.3K0.0%GrowthLowVenice, FL2026-10-30
True Wealth Design, LLC
144$56.0K0.0%ETFMediumAkron, OH2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
133$51.7K0.1%GrowthMediumIndianapolis, IN2026-10-14
Valley National Advisers Inc
131$50.9K0.0%ETFLowBethlehem, PA2026-10-23
Harbor Investment Advisory, LLC
115$44.7K0.0%GrowthLowLutherville, MD2026-10-13
Tompkins Financial Corp
115$44.7K0.0%CoreLowIthaca, NY2026-10-05
MassMutual Private Wealth & Trust, FSB
112$43.5K0.0%CoreLowSpringfield, MA2026-10-05
Signature Equity Partners, LLC
111$43.0K0.0%GrowthMediumColumbus, OH2026-10-29
Sterling Capital Management LLC
110$42.8K0.0%GARPMediumCharlotte, NC2026-10-22
Costello Asset Management, Inc
100$38.9K0.0%CoreLowFeasterville, PA2026-10-30
Wolverine Asset Management LLC
100$38.9K0.0%Deep ValueVery HighChicago, IL2026-11-02
Kimelman & Baird, LLC
100$38.9K0.0%CoreLowNew York, NY2026-11-03
Provenance Wealth Advisors, LLC
78$30.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Ascentis Independent Advisors
74$28.8K0.0%ETFLowDallas, TX2026-11-03
JFS Wealth Advisors, LLC
62$24.1K0.0%ETFVery LowHermitage, PA2026-11-03
First Horizon Corp
59$22.9K0.0%CoreLowMemphis, TN2026-10-26
Fortitude Family Office, LLC
51$19.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Heritage Family Offices, LLP
51$19.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Compass Financial Management LLC
50$19.5K0.0%CoreN/ATampa, FL2026-10-30
Contravisory Investment Management, Inc.
46$17.9K0.0%MomentumHighNorwell, MA2026-10-13
Strategic Advocates LLC
45$17.5K0.1%GrowthLowSacramento, CA2026-11-03
Farmers & Merchants Investments Inc
45$17.5K0.0%CoreVery LowLincoln, NE2026-10-22
Private Wealth Management Group, LLC
35$13.6K0.0%ETFLowPrinceton, NJ2026-10-19
Salomon & Ludwin, LLC
34$13.2K0.0%ETFVery LowRichmond, VA2026-10-29
Bare Financial Services, Inc
33$12.8K0.0%ETFVery LowGap, PA2026-11-04
Creative Capital Management Investments LLC
29$11.3K0.0%ETFLowSan Diego, CA2026-10-28
Wilmington Savings Fund Society, FSB
28$10.9K0.0%CoreLowWilmington, DE2026-10-23
Elevation Wealth Partners, LLC
27$10.5K0.0%ETFLowWalnut Creek, CA2026-10-07
High Note Wealth, LLC
27$10.5K0.0%ETFVery LowDeephaven, MN2026-10-27
Activest Wealth Management
25$9.7K0.0%ETFLowAventura, FL2026-10-15
Physician Wealth Advisors, Inc.
25$9.5K0.0%ETFMediumMidvale, UT2026-10-20
Rakuten Securities, Inc.
23$8.9K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
James T. Borello RIA
22$8.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Bell Investment Advisors, Inc
20$7.8K0.0%ETFVery LowOrinda, CA2026-10-29
Concord Wealth Partners
19$7.4K0.0%GrowthLowAbingdon, VA2026-11-02
WPG Advisers, LLC
18$7.0K0.0%CoreLowBaltimore, MD2026-10-27
UMB Private Wealth Management, LLC
16$6.2K0.0%GrowthN/AKansas City, MO2026-10-19
DiNuzzo Private Wealth, Inc.
13$5.1K0.0%ETFLowBeaver, PA2026-10-16
Bay Harbor Wealth Management, LLC
13$5.1K0.0%ETFMediumHunt Valley, MD2026-11-03
Westside Investment Management, Inc.
10$3.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Abound Wealth Management
8$3.1K0.0%ETFVery LowFranklin, TN2026-10-26
Marquette Asset Management, LLC
7$2.7K0.0%ETFVery LowMinneapolis, MN2026-10-09
TD Private Client Wealth LLC
6$2.3K0.0%ETFLowNew York, NY2026-10-28
Cromwell Holdings LLC
6$2.3K0.0%IndexLowJackson, WY2026-10-28
Armstrong Advisory Group, Inc
5$1.9K0.0%ETFHighNeedham, MA2026-10-09
Financial Network Wealth Advisors LLC
5$1.9K0.0%ETFLowMurray, UT2026-10-28
Retirement Wealth Solutions LLC
5$1.9K0.0%ETFLowMarshfield, WI2026-10-07
Bfsg, LLC
4$1.6K0.0%CoreLowIrvine, CA2026-10-30
DeDora Capital, Inc.
4$1.6K0.0%ETFVery LowNapa, CA2026-10-26
CX Institutional
4$20.0%CoreMediumAuburn, IN2026-10-02
Creative Financial Designs Inc
3$1.2K0.0%ETFMediumKokomo, IN2026-11-04
Jnba Financial Advisors
3$1.2K0.0%ETFMediumBloomington, MN2026-11-03
Pension & Wealth Management Advisors, Inc.
3$1.2K0.0%ETFLowWaltham, MA2026-10-16
DecisionPoint Financial, LLC
3$1.2K0.0%ETFVery LowMesa, AZ2026-10-27
American Capital Advisory, LLC
2$7780.0%ETFLowKetchum, ID2026-10-28
William Mack & Associates, Inc.
2$7780.0%ETFLowTroy, MI2026-10-27
Proathlete Wealth Management LLC
2$7770.0%ETFVery LowBoca Raton, FL2026-10-15
Planning Strategies Inc.
2$7780.0%ETFN/ALancaster, PA2026-10-02
Trust Co
2$7780.0%ETFVery LowManhattan, KS2026-10-09
Birchwood Financial Partners, Inc.
2$7780.0%ETFVery LowBloomington, MN2026-11-02
Montag A & Associates Inc
2$7870.0%CoreLowAtlanta, GA2026-10-29
Albion Financial Group
1$3740.0%GrowthLowSalt Lake City, UT2026-10-21
Highline Wealth Partners LLC
1$3890.0%ETFMediumSherman Oaks, CA2026-10-19
Decker Retirement Planning Inc.
1$4510.0%Agg GrowthVery HighLevi, UT2026-10-19
Hughes Financial Services, LLC
1$2990.0%ETFLowHerndon, VA2026-10-30
Maryland Capital Advisors Inc.
1$3890.0%ETFVery LowChester, MD2026-10-15
TFC Financial Management, Inc.
1$3890.0%ETFVery LowBoston, MA2026-10-26
Blue Trust, Inc.
1$3890.0%ETFLowBrentwood, TN2026-10-15
Align Financial, LLC
1$3890.0%ETFVery LowHermantown, MN2026-10-16
Center for Financial Planning, Inc.
1$3880.0%ETFLowSouthfied, MI2026-10-26
Signature Resources Capital Management, LLC
1$3890.0%ETFLowNewport Beach, CA2026-10-16
Birch Financial Group, LLC
1$2130.0%CoreLowKeene, NH2026-10-27
Lloyd Advisory Services, Llc.
0$120.0%ETFVery HighSuwanee, GA2026-11-02