Cava Group Inc (CAVA)

CUSIP: 148929102 | NYSE | Consumer Cyclical · Restaurants | Large Cap | 1104 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

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.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/AArtal Participations S.a r.l.	6,507,990	5.6%	New 5%+ stake	Jun 30, 2026	No 13F filer matched

13G/AArtal Participations S.a r.l.6,507,990

5.6% of class · Jun 30, 2026

Institutional Holders — Q3 2026

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Geode Capital Management, LLC1,970,897

0.0% of portfolio$106.7M

Principal Financial Group Inc1,142,571

0.0% of portfolio$61.8M

Dimensional Fund Advisors LP1,093,017

0.0% of portfolio$59.1M

Prime Capital Management Co Ltd1,031,630

4.7% of portfolio$55.8M

Citigroup Inc883,530

0.0% of portfolio$47.8M

Allspring Global Investments Holdings, LLC806,786

0.1% of portfolio$43.9M

Bank of New York Mellon Corp586,276

0.0% of portfolio$31.7M

Congress Asset Management Co378,086

0.1% of portfolio$20.5M

Armstrong, Fleming & Moore, Inc363,865

6.5% of portfolio$19.7M

Russell Investments Group, Ltd.353,255

0.0% of portfolio$19.1M

Retirement Systems of Alabama238,874

0.0% of portfolio$12.9M

Imc-Chicago, LLC210,359

0.0% of portfolio$11.4M

Generate Investment Management Ltd207,421

0.4% of portfolio$11.2M

Barclays PLC193,948

0.0% of portfolio$10.5M

LPL Financial LLC163,558

0.0% of portfolio$8.8M

Amundi144,708

0.0% of portfolio$7.8M

Assetmark, Inc144,226

0.0% of portfolio$7.8M

Norman Fields, Gottscho Capital Management, LLC102,000

1.7% of portfolio$5.5M

Mitsubishi UFJ Asset Management Co., Ltd.79,506

0.0% of portfolio$4.3M

E. Ohman J:or Asset Management AB61,922

0.1% of portfolio$3.3M

New York State Teachers Retirement System61,282

0.0% of portfolio$3.3M

Xcel Wealth Management, LLC58,717

0.8% of portfolio$3.2M

Watchman Group, Inc.56,328

0.7% of portfolio$3.0M

OpenArc Corporate Advisory, LLC50,198

0.0% of portfolio$2.7M

Amalgamated Bank49,247

0.0% of portfolio$2.7M

Commonwealth Equity Services, LLC44,643

0.0% of portfolio$2.4M

Kestra Advisory Services, LLC43,942

0.0% of portfolio$2.4M

Royal Fund Management, LLC41,900

0.2% of portfolio$2.3M

Mutual of America Capital Management LLC37,890

0.0% of portfolio$2.0M

Cambridge Investment Research Advisors, Inc.34,821

0.0% of portfolio$1.9M

US Bancorp \de\34,642

0.0% of portfolio$1.9M

Creative Planning34,152

0.0% of portfolio$1.8M

Virginia Retirement Systems ET Al32,400

0.0% of portfolio$1.8M

Moody National Bank Trust Division31,048

0.1% of portfolio$1.7M

Louisiana State Employees Retirement System30,900

0.0% of portfolio$1.7M

Fifth Third Bancorp30,726

0.0% of portfolio$1.7M

State of New Jersey Common Pension Fund D30,227

0.0% of portfolio$1.6M

ABN Amro Investment Solutions28,742

0.0% of portfolio$1.6M

Yousif Capital Management, LLC26,768

0.0% of portfolio$1.4M

Arizona State Retirement System25,424

0.0% of portfolio$1.4M

Commonwealth of Pennsylvania Public School Empls Retrmt SYS24,814

0.0% of portfolio$1.3M

State of Michigan Retirement System24,400

0.0% of portfolio$1.3M

Thrivent Financial for Lutherans22,781

0.0% of portfolio$1.2M

Wealth Enhancement Advisory Services, LLC22,333

0.0% of portfolio$1.2M

Mainstream Capital Management LLC21,612

0.7% of portfolio$1.2M

Oregon Public Employees Retirement Fund21,554

0.0% of portfolio$1.2M

Xponance LLC21,221

0.0% of portfolio$1.1M

New Mexico Educational Retirement Board20,600

0.1% of portfolio$1.1M

Uhlmann Price Securities, LLC19,516

0.1% of portfolio$1.1M

FNY Investment Advisers, LLC19,267

1.0% of portfolio$1.0M

Oppenheimer Asset Management Inc.17,242

0.0% of portfolio$932.8K

Brookstone Capital Management16,952

0.0% of portfolio$917.1K

KBC Group NV15,730

0.0% of portfolio$851.0K

PNC Financial Services Group, Inc.14,853

0.0% of portfolio$803.6K

New York Life Investment Management LLC14,726

0.0% of portfolio$796.7K

Pictet Asset Management Holding SA13,440

0.0% of portfolio$727.1K

Deutsche Bank Ag\13,191

0.0% of portfolio$713.6K

MacKenzie Financial Corp12,894

0.0% of portfolio$697.6K

Quadcap Wealth Management, LLC12,251

0.1% of portfolio$662.8K

D.A. Davidson & Co.12,060

0.0% of portfolio$652.4K

Miller Financial Services LLC12,002

0.5% of portfolio$649.3K

Leonteq Securities AG10,367

0.0% of portfolio$560.9K

Keybank National Association10,046

0.0% of portfolio$543.5K

State of Alaska, Department of Revenue9,850

0.0% of portfolio$532.0K

D.B. Root & Company, LLC9,727

0.1% of portfolio$526.2K

Counterpoint Mutual Funds LLC9,703

0.0% of portfolio$524.9K

Carlson Financial, Inc.9,684

0.3% of portfolio$523.9K

AlphaCore Capital LLC9,323

0.0% of portfolio$504.4K

Juno Financial Group LLC9,143

0.2% of portfolio$494.6K

State of Wyoming7,736

0.0% of portfolio$418.5K

Securian Asset Management, Inc7,637

0.0% of portfolio$413.2K

Truist Financial Corp7,162

0.0% of portfolio$387.5K

Investment Partners, Ltd.7,154

0.1% of portfolio$387.0K

Inspire Investing, LLC6,617

0.0% of portfolio$358.0K

Swiss Life Asset Management Ltd6,246

0.0% of portfolio$337.9K

Norden Group LLC6,202

0.0% of portfolio$335.5K

Maryland State Retirement & Pension System6,143

0.0% of portfolio$332.3K

Crossmark Global Holdings, Inc.5,928

0.0% of portfolio$320.7K

Thoma Capital Management LLC5,753

0.2% of portfolio$311.2K

Sowell Financial Services LLC5,457

0.0% of portfolio$295.2K

Farther Finance Advisors, LLC5,285

0.0% of portfolio$285.9K

Davenport & Co LLC5,186

0.0% of portfolio$280.6K

HUB Investment Partners, LLC5,173

0.0% of portfolio$279.9K

AdvisorNet Financial, Inc5,109

0.0% of portfolio$263.6K

Concurrent Investment Advisors, LLC5,014

0.0% of portfolio$271.3K

Evergreen Capital Management LLC4,589

0.0% of portfolio$248.3K

Legacy Wealth Asset Management, LLC4,419

0.1% of portfolio$239.1K

Birch Hill Investment Advisors LLC4,382

0.0% of portfolio$237.1K

Park Avenue Securities LLC4,299

0.0% of portfolio$233.0K

Simplex Trading, LLC4,258

0.0% of portfolio$230.4K

Zions Bancorporation, National Association4,106

0.0% of portfolio$222.1K

Regions Financial Corp4,059

0.0% of portfolio$219.6K

Seelaus Asset Management LLC4,017

0.2% of portfolio$217.3K

Machina Capital S.A.S.3,966

0.0% of portfolio$214.6K

ProShare Advisors LLC3,950

0.0% of portfolio$213.7K

Atria Investments, Inc3,870

0.0% of portfolio$209.4K

M Holdings Securities, Inc.3,840

0.0% of portfolio$219

DekaBank Deutsche Girozentrale3,760

0.0% of portfolio$123.1K

Spire Wealth Management3,643

0.0% of portfolio$197.1K

Nykredit A/S3,467

0.0% of portfolio$187.6K

Daytona Street Capital LLC3,285

0.1% of portfolio$177.7K

S.A. Mason LLC3,267

0.1% of portfolio$176.7K

Nemes Rush Group LLC3,178

0.0% of portfolio$171.9K

Signaturefd, LLC2,330

0.0% of portfolio$126.1K

Rakuten Securities, Inc.1,987

0.0% of portfolio$107.5K

UMB Bank, n.a.1,950

0.0% of portfolio$105.5K

Gamma Investing LLC1,729

0.0% of portfolio$93.5K

EverSource Wealth Advisors, LLC1,689

0.0% of portfolio$91.4K

Abound Wealth Management1,461

0.0% of portfolio$79.0K

Alta Capital Management LLC/1,450

0.0% of portfolio$78.4K

Harbor Investment Advisory, LLC1,436

0.0% of portfolio$77.7K

Strs Ohio1,379

0.0% of portfolio$74.6K

Larson Financial Group LLC1,310

0.0% of portfolio$70.9K

Clearstead Advisors, LLC1,278

0.0% of portfolio$69.1K

IFP Advisors, Inc1,163

0.0% of portfolio$62.9K

Eurizon Capital SGR S.p.A.981

0.0% of portfolio$52.2K

Allworth Financial LP964

0.0% of portfolio$75.7K

Tsfg, LLC767

0.0% of portfolio$41

Western Pacific Wealth Management, LP720

0.0% of portfolio$39.0K

Versant Capital Management, Inc654

0.0% of portfolio$35.4K

Parallel Advisors, LLC578

0.0% of portfolio$31.3K

TD Private Client Wealth LLC515

0.0% of portfolio$27.9K

Montag A & Associates Inc500

0.0% of portfolio$27.1K

Burkett Financial Services, LLC500

0.0% of portfolio$27.1K

CX Institutional486

0.0% of portfolio$26

SBI Securities Co., Ltd.423

0.0% of portfolio$22.9K

Nisa Investment Advisors, LLC413

0.0% of portfolio$22.3K

BI Asset Management Fondsmaeglerselskab A/S412

0.0% of portfolio$22

Fulcrum Asset Management LLP332

0.0% of portfolio$17.6K

Jacobi Capital Management LLC320

0.0% of portfolio$17.3K

Vision Financial Markets LLC300

0.0% of portfolio$16.2K

Root Financial Partners, LLC283

0.0% of portfolio$15.3K

Salomon & Ludwin, LLC272

0.0% of portfolio$14.7K

WPG Advisers, LLC250

0.0% of portfolio$13.5K

Sterling Capital Management LLC229

0.0% of portfolio$12.4K

MassMutual Private Wealth & Trust, FSB224

0.0% of portfolio$12.1K

Pinnacle Wealth Planning Services, Inc.201

0.0% of portfolio$10.9K

GK Wealth Management LLC169

0.0% of portfolio$9.1K

Parkside Financial Bank & Trust162

0.0% of portfolio$8.8K

Cullen T Bankers, Inc.154

0.0% of portfolio$8.3K

Bfsg, LLC150

0.0% of portfolio$8.1K

Citizens National Bank Trust Department144

0.0% of portfolio$7.8K

Covestor Ltd139

0.0% of portfolio$8

Bokf, NA131

0.0% of portfolio$7.1K

First Horizon Corp129

0.0% of portfolio$7.0K

Plante Moran Financial Advisors, LLC125

0.0% of portfolio$6.8K

Fortitude Family Office, LLC115

0.0% of portfolio$6.2K

Private Trust Co NA112

0.0% of portfolio$6.1K

TD Waterhouse Canada Inc.110

0.0% of portfolio$6.0K

Triumph Capital Management100

0.0% of portfolio$5.4K

Armstrong Advisory Group, Inc85

0.0% of portfolio$4.6K

MV Capital Management, Inc.81

0.0% of portfolio$4.4K

Farmers & Merchants Investments Inc80

0.0% of portfolio$4.3K

Silver Grove Financial Group, Inc.78

0.0% of portfolio$4.2K

Laurel Wealth Advisors LLC63

0.0% of portfolio$3.4K

Nvwm, LLC62

0.0% of portfolio$3.4K

Kelleher Financial Advisors60

0.0% of portfolio$3.2K

Elyxium Wealth, LLC58

0.0% of portfolio$3.1K

SJS Investment Consulting Inc.53

0.0% of portfolio$2.9K

Redwood Park Advisors LLC50

0.0% of portfolio$2.7K

Flagship Wealth Advisors, LLC50

0.0% of portfolio$2.7K

Morton Brown Family Wealth, LLC50

0.0% of portfolio$2.7K

Toth Financial Advisory Corp50

0.0% of portfolio$2.7K

Smallwood Wealth Investment Management, LLC46

0.0% of portfolio$2.5K

Bell Investment Advisors, Inc43

0.0% of portfolio$2.3K

Cromwell Holdings LLC43

0.0% of portfolio$2.3K

Financial Management Professionals, Inc.40

0.0% of portfolio$2.2K

Rossby Financial, LCC36

0.0% of portfolio$1.9K

Birch Financial Group, LLC36

0.0% of portfolio$1.9K

Private Wealth Management Group, LLC35

0.0% of portfolio$1.9K

Clearstead Trust, LLC34

0.0% of portfolio$1.8K

Owl Creek Wealth Partners LLC30

0.0% of portfolio$1.6K

Bare Financial Services, Inc26

0.0% of portfolio$1.4K

Creative Financial Designs Inc25

0.0% of portfolio$1.4K

Mather Group, Llc.23

0.0% of portfolio$1.2K

Caitong International Asset Management Co., Ltd23

0.0% of portfolio$1.2K

Physician Wealth Advisors, Inc.19

0.0% of portfolio$1.0K

Hughes Financial Services, LLC18

0.0% of portfolio$1.1K

North Star Investment Management Corp.16

0.0% of portfolio$866

Capital Advisors, Ltd. LLC16

0.0% of portfolio$1

Planning Strategies Inc.15

0.0% of portfolio$812

Ascentis Wealth Management, LLC13

0.0% of portfolio$703

Cape Investment Advisory, Inc.13

0.0% of portfolio$703

Proathlete Wealth Management LLC12

0.0% of portfolio$649

American Capital Advisory, LLC12

0.0% of portfolio$650

Central Trust Co11

0.0% of portfolio$586

Accordant Advisory Group Inc11

0.0% of portfolio$596

Quaker Wealth Management, LLC10

0.0% of portfolio$541

Signature Equity Partners, LLC8

0.0% of portfolio$433

Birchwood Financial Partners, Inc.8

0.0% of portfolio$433

Creative Capital Management Investments LLC8

0.0% of portfolio$433

JFS Wealth Advisors, LLC8

0.0% of portfolio$433

Ascentis Independent Advisors6

0.0% of portfolio$324

Meriwether Wealth & Planning, LLC6

0.0% of portfolio$325

CoreCap Advisors, LLC5

0.0% of portfolio$271

Security National Bank3

0.0% of portfolio$162

Manchester Capital Management LLC2

0.0% of portfolio$109

Bay Harbor Wealth Management, LLC2

0.0% of portfolio$108

Buck Wealth Strategies, LLC2

0.0% of portfolio$108

DiNuzzo Private Wealth, Inc.1

0.0% of portfolio$55

Torren Management, LLC1

0.0% of portfolio$54

DecisionPoint Financial, LLC1

0.0% of portfolio$55

Lanark Financial, Inc.1

0.0% of portfolio$54

				Style	Turnover	Location	Filed
Geode Capital Management, LLC	1,970,897	$106.7M	0.0%	Index	Very Low	Boston, MA	2026-11-06
Principal Financial Group Inc	1,142,571	$61.8M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Dimensional Fund Advisors LP	1,093,017	$59.1M	0.0%	Index	Low	Austin, TX	2026-11-04
Prime Capital Management Co Ltd	1,031,630	$55.8M	4.7%	Agg Growth	Very Low	Hong Kong, South Korea	2026-11-06
Citigroup Inc	883,530	$47.8M	0.0%	Core	Medium	New York, NY	2026-11-04
Allspring Global Investments Holdings, LLC	806,786	$43.9M	0.1%	Core	Medium	Charlotte, NC	2026-11-04
Bank of New York Mellon Corp	586,276	$31.7M	0.0%	Core	Low	New York, NY	2026-11-05
Congress Asset Management Co	378,086	$20.5M	0.1%	Growth	Medium	Boston, MA	2026-10-06
Armstrong, Fleming & Moore, Inc	363,865	$19.7M	6.5%	Growth	Very Low	Washington, DC	2026-10-28
Russell Investments Group, Ltd.	353,255	$19.1M	0.0%	Core	Low	Seattle, WA	2026-11-06
Retirement Systems of Alabama	238,874	$12.9M	0.0%	Index	Low	Montgomery, AL	2026-11-04
Imc-Chicago, LLC	210,359	$11.4M	0.0%	GARP	Very High	Chicago, IL	2026-11-05
Generate Investment Management Ltd	207,421	$11.2M	0.4%	Growth	High	Auckland, Peru	2026-10-14
Barclays PLC	193,948	$10.5M	0.0%	Core	Medium	London, United Kingdom	2026-11-06
LPL Financial LLC	163,558	$8.8M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Amundi	144,708	$7.8M	0.0%	Core	Medium	Paris, India	2026-11-06
Assetmark, Inc	144,226	$7.8M	0.0%	ETF	Low	Concord, CA	2026-10-21
Norman Fields, Gottscho Capital Management, LLC	102,000	$5.5M	1.7%	Core	Very Low	New York, NY	2026-10-05
Mitsubishi UFJ Asset Management Co., Ltd.	79,506	$4.3M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
E. Ohman J:or Asset Management AB	61,922	$3.3M	0.1%	Growth	Medium	Stockholm, Sweden	2026-10-22
New York State Teachers Retirement System	61,282	$3.3M	0.0%	Core	Very Low	Albany, NY	2026-10-22
Xcel Wealth Management, LLC	58,717	$3.2M	0.8%	Core	Medium	Holly Hill, FL	2026-10-26
Watchman Group, Inc.	56,328	$3.0M	0.7%	ETF	Low	Plano, TX	2026-10-16
OpenArc Corporate Advisory, LLC	50,198	$2.7M	0.0%	Growth	Low	Atlanta, GA	2026-10-21
Amalgamated Bank	49,247	$2.7M	0.0%	Core	Very Low	New York, NY	2026-10-23
Commonwealth Equity Services, LLC	44,643	$2.4M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Kestra Advisory Services, LLC	43,942	$2.4M	0.0%	Core	Low	Austin, TX	2026-11-02
Royal Fund Management, LLC	41,900	$2.3M	0.2%	Growth	Medium	Lady Lake, FL	2026-10-22
Mutual of America Capital Management LLC	37,890	$2.0M	0.0%	Index	Low	New York, NY	2026-10-23
Cambridge Investment Research Advisors, Inc.	34,821	$1.9M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
US Bancorp \de\	34,642	$1.9M	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Creative Planning	34,152	$1.8M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Virginia Retirement Systems ET Al	32,400	$1.8M	0.0%	Core	Medium	Richmond, VA	2026-10-28
Moody National Bank Trust Division	31,048	$1.7M	0.1%	Core	Medium	Galveston, TX	2026-10-06
Louisiana State Employees Retirement System	30,900	$1.7M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
Fifth Third Bancorp	30,726	$1.7M	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
State of New Jersey Common Pension Fund D	30,227	$1.6M	0.0%	Core	Low	Trenton, NJ	2026-11-05
ABN Amro Investment Solutions	28,742	$1.6M	0.0%	Growth	Low	Paris Cedex 008, India	2026-10-21
Yousif Capital Management, LLC	26,768	$1.4M	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
Arizona State Retirement System	25,424	$1.4M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	24,814	$1.3M	0.0%	Core	Low	Harrisburg, PA	2026-11-03
State of Michigan Retirement System	24,400	$1.3M	0.0%	Index	Low	East Lansing, MI	2026-10-27
Thrivent Financial for Lutherans	22,781	$1.2M	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Wealth Enhancement Advisory Services, LLC	22,333	$1.2M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Mainstream Capital Management LLC	21,612	$1.2M	0.7%	Growth	Low	Los Angeles, CA	2026-10-23
Oregon Public Employees Retirement Fund	21,554	$1.2M	0.0%	Index	Very Low	Tigard, OR	2026-10-30
Xponance LLC	21,221	$1.1M	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
New Mexico Educational Retirement Board	20,600	$1.1M	0.1%	Index	Very Low	Santa Fe, NM	2026-11-05
Uhlmann Price Securities, LLC	19,516	$1.1M	0.1%	Agg Growth	Low	Skokie, IL	2026-11-03
FNY Investment Advisers, LLC	19,267	$1.0M	1.0%	Growth	Very High	New York, NY	2026-10-16
Oppenheimer Asset Management Inc.	17,242	$932.8K	0.0%	Core	Medium	New York, NY	2026-10-27
Brookstone Capital Management	16,952	$917.1K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
KBC Group NV	15,730	$851.0K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
PNC Financial Services Group, Inc.	14,853	$803.6K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
New York Life Investment Management LLC	14,726	$796.7K	0.0%	Growth	Low	New York, NY	2026-11-04
Pictet Asset Management Holding SA	13,440	$727.1K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Deutsche Bank Ag\	13,191	$713.6K	0.0%	Core	Medium	Frankfurt Am Main, Hong Kong	2026-11-06
MacKenzie Financial Corp	12,894	$697.6K	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
Quadcap Wealth Management, LLC	12,251	$662.8K	0.1%	ETF	Low	Frisco, TX	2026-11-02
D.A. Davidson & Co.	12,060	$652.4K	0.0%	Core	Low	Great Falls, MT	2026-10-28
Miller Financial Services LLC	12,002	$649.3K	0.5%	Core	Low	Marshall, MI	2026-10-20
Leonteq Securities AG	10,367	$560.9K	0.0%	Core	High	Zurich, Switzerland	2026-10-29
Keybank National Association	10,046	$543.5K	0.0%	Core	Low	Brooklyn, OH	2026-11-04
State of Alaska, Department of Revenue	9,850	$532.0K	0.0%	Core	Very Low	Juneau, AK	2026-10-15
D.B. Root & Company, LLC	9,727	$526.2K	0.1%	ETF	Low	Pittsburgh, PA	2026-11-04
Counterpoint Mutual Funds LLC	9,703	$524.9K	0.0%	Deep Value	Very High	San Diego, CA	2026-10-16
Carlson Financial, Inc.	9,684	$523.9K	0.3%	Growth	Low	Canby, OR	2026-11-05
AlphaCore Capital LLC	9,323	$504.4K	0.0%	ETF	Low	La Jolla, CA	2026-11-04
Juno Financial Group LLC	9,143	$494.6K	0.2%	ETF	Medium	Richmond, VA	2026-10-27
State of Wyoming	7,736	$418.5K	0.0%	Value	High	Cheyenne, WY	2026-10-28
Securian Asset Management, Inc	7,637	$413.2K	0.0%	Index	Low	St Paul, MN	2026-11-06
Truist Financial Corp	7,162	$387.5K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Investment Partners, Ltd.	7,154	$387.0K	0.1%	ETF	Very Low	New Philadelphia, OH	2026-10-29
Inspire Investing, LLC	6,617	$358.0K	0.0%	GARP	High	Meridian, ID	2026-10-22
Swiss Life Asset Management Ltd	6,246	$337.9K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Norden Group LLC	6,202	$335.5K	0.0%	Growth	Medium	Provo, UT	2026-10-20
Maryland State Retirement & Pension System	6,143	$332.3K	0.0%	Index	Very Low	Baltimore, MD	2026-11-05
Crossmark Global Holdings, Inc.	5,928	$320.7K	0.0%	GARP	Medium	Houston, TX	2026-10-21
Thoma Capital Management LLC	5,753	$311.2K	0.2%	ETF	Low	Towson, MD	2026-10-19
Sowell Financial Services LLC	5,457	$295.2K	0.0%	Core	Low	North Little Rock, AR	2026-10-23
Farther Finance Advisors, LLC	5,285	$285.9K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Davenport & Co LLC	5,186	$280.6K	0.0%	Core	Medium	Richmond, VA	2026-10-14
HUB Investment Partners, LLC	5,173	$279.9K	0.0%	Growth	Low	Austin, TX	2026-11-03
AdvisorNet Financial, Inc	5,109	$263.6K	0.0%	ETF	Low	Minnetonka, MN	2026-10-15
Concurrent Investment Advisors, LLC	5,014	$271.3K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Evergreen Capital Management LLC	4,589	$248.3K	0.0%	GARP	Medium	Bellevue, WA	2026-10-23
Legacy Wealth Asset Management, LLC	4,419	$239.1K	0.1%	GARP	Medium	Woodbury, MN	2026-10-09
Birch Hill Investment Advisors LLC	4,382	$237.1K	0.0%	Core	Very Low	Boston, MA	2026-10-16
Park Avenue Securities LLC	4,299	$233.0K	0.0%	ETF	Medium	New York, NY	2026-10-26
Simplex Trading, LLC	4,258	$230.4K	0.0%	Core	Very High	Chicago, IL	2026-11-04
Zions Bancorporation, National Association	4,106	$222.1K	0.0%	Core	Medium	Salt Lake City, UT	2026-11-06
Regions Financial Corp	4,059	$219.6K	0.0%	Core	Low	Birmingham, AL	2026-11-05
Seelaus Asset Management LLC	4,017	$217.3K	0.2%	Growth	Medium	Chatham, NJ	2026-10-14
Machina Capital S.A.S.	3,966	$214.6K	0.0%	Value	Very High	Paris, India	2026-11-05
ProShare Advisors LLC	3,950	$213.7K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Atria Investments, Inc	3,870	$209.4K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
M Holdings Securities, Inc.	3,840	$219	0.0%	ETF	High	Portland, OR	2026-11-03
DekaBank Deutsche Girozentrale	3,760	$123.1K	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
Spire Wealth Management	3,643	$197.1K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Nykredit A/S	3,467	$187.6K	0.0%	Core	N/A	Nordhavn, Greece	2026-11-06
Daytona Street Capital LLC	3,285	$177.7K	0.1%	Deep Value	Medium	Saint Louis, MO	2026-10-15
S.A. Mason LLC	3,267	$176.7K	0.1%	Growth	Very Low	Holland, MI	2026-10-13
Nemes Rush Group LLC	3,178	$171.9K	0.0%	Core	Very Low	Novi, MI	2026-11-04
Signaturefd, LLC	2,330	$126.1K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Rakuten Securities, Inc.	1,987	$107.5K	0.0%	Agg Growth	High	Tokyo, Mexico	2026-11-02
UMB Bank, n.a.	1,950	$105.5K	0.0%	Core	Low	Kansas City, MO	2026-11-06
Gamma Investing LLC	1,729	$93.5K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
EverSource Wealth Advisors, LLC	1,689	$91.4K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Abound Wealth Management	1,461	$79.0K	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
Alta Capital Management LLC/	1,450	$78.4K	0.0%	Growth	Medium	Salt Lake City, UT	2026-10-26
Harbor Investment Advisory, LLC	1,436	$77.7K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Strs Ohio	1,379	$74.6K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Larson Financial Group LLC	1,310	$70.9K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Clearstead Advisors, LLC	1,278	$69.1K	0.0%	ETF	Low	Cleveland, OH	2026-11-06
IFP Advisors, Inc	1,163	$62.9K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Eurizon Capital SGR S.p.A.	981	$52.2K	0.0%	Core	Medium	Milan, Latvia	2026-11-06
Allworth Financial LP	964	$75.7K	0.0%	Index	Low	Folsom, CA	2026-11-06
Tsfg, LLC	767	$41	0.0%	ETF	Low	Lake Forest, IL	2026-10-23
Western Pacific Wealth Management, LP	720	$39.0K	0.0%	Growth	Low	Lake Forest, IL	2026-10-16
Versant Capital Management, Inc	654	$35.4K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Parallel Advisors, LLC	578	$31.3K	0.0%	Index	Low	San Francisco, CA	2026-11-03
TD Private Client Wealth LLC	515	$27.9K	0.0%	ETF	Low	New York, NY	2026-10-28
Montag A & Associates Inc	500	$27.1K	0.0%	Core	Low	Atlanta, GA	2026-10-29
Burkett Financial Services, LLC	500	$27.1K	0.0%	ETF	Low	Rock Hill, SC	2026-10-01
CX Institutional	486	$26	0.0%	Core	Medium	Auburn, IN	2026-10-02
SBI Securities Co., Ltd.	423	$22.9K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Nisa Investment Advisors, LLC	413	$22.3K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
BI Asset Management Fondsmaeglerselskab A/S	412	$22	0.0%	Core	Medium	Kobenhavn, Greece	2026-10-22
Fulcrum Asset Management LLP	332	$17.6K	0.0%	Core	Medium	London, United Kingdom	2026-11-04
Jacobi Capital Management LLC	320	$17.3K	0.0%	Core	Low	Pittston, PA	2026-11-05
Vision Financial Markets LLC	300	$16.2K	0.0%	Core	Low	Stamford, CT	2026-10-22
Root Financial Partners, LLC	283	$15.3K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Salomon & Ludwin, LLC	272	$14.7K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
WPG Advisers, LLC	250	$13.5K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Sterling Capital Management LLC	229	$12.4K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
MassMutual Private Wealth & Trust, FSB	224	$12.1K	0.0%	Core	Low	Springfield, MA	2026-10-05
Pinnacle Wealth Planning Services, Inc.	201	$10.9K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
GK Wealth Management LLC	169	$9.1K	0.0%	GARP	Very High	Reno, NV	2026-10-09
Parkside Financial Bank & Trust	162	$8.8K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Cullen T Bankers, Inc.	154	$8.3K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Bfsg, LLC	150	$8.1K	0.0%	Core	Low	Irvine, CA	2026-10-30
Citizens National Bank Trust Department	144	$7.8K	0.0%	Core	Very Low	Meridian, MS	2026-11-04
Covestor Ltd	139	$8	0.0%	Value	High	London, United Kingdom	2026-10-30
Bokf, NA	131	$7.1K	0.0%	Core	Low	Tulsa, OK	2026-10-27
First Horizon Corp	129	$7.0K	0.0%	Core	Low	Memphis, TN	2026-10-26
Plante Moran Financial Advisors, LLC	125	$6.8K	0.0%	ETF	Very Low	Southfield, MI	2026-11-04
Fortitude Family Office, LLC	115	$6.2K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Private Trust Co NA	112	$6.1K	0.0%	Core	Low	Cleveland, OH	2026-10-20
TD Waterhouse Canada Inc.	110	$6.0K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Triumph Capital Management	100	$5.4K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Armstrong Advisory Group, Inc	85	$4.6K	0.0%	ETF	High	Needham, MA	2026-10-09
MV Capital Management, Inc.	81	$4.4K	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Farmers & Merchants Investments Inc	80	$4.3K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Silver Grove Financial Group, Inc.	78	$4.2K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Laurel Wealth Advisors LLC	63	$3.4K	0.0%	Core	Very Low	Charlotte, NC	2026-10-27
Nvwm, LLC	62	$3.4K	0.0%	Growth	Medium	Yardley, PA	2026-10-14
Kelleher Financial Advisors	60	$3.2K	0.0%	Core	Medium	New York, NY	2026-10-30
Elyxium Wealth, LLC	58	$3.1K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
SJS Investment Consulting Inc.	53	$2.9K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Redwood Park Advisors LLC	50	$2.7K	0.0%	ETF	Very Low	Redwood City, CA	2026-11-02
Flagship Wealth Advisors, LLC	50	$2.7K	0.0%	ETF	Low	Wakefield, MA	2026-11-03
Morton Brown Family Wealth, LLC	50	$2.7K	0.0%	ETF	Very Low	Allentown, PA	2026-10-23
Toth Financial Advisory Corp	50	$2.7K	0.0%	Core	Low	Leesburg, VA	2026-10-08
Smallwood Wealth Investment Management, LLC	46	$2.5K	0.0%	ETF	Very Low	Red Bank, NJ	2026-10-30
Bell Investment Advisors, Inc	43	$2.3K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Cromwell Holdings LLC	43	$2.3K	0.0%	Index	Low	Jackson, WY	2026-10-28
Financial Management Professionals, Inc.	40	$2.2K	0.0%	ETF	Medium	Austin, TX	2026-10-23
Rossby Financial, LCC	36	$1.9K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Birch Financial Group, LLC	36	$1.9K	0.0%	Core	Low	Keene, NH	2026-10-27
Private Wealth Management Group, LLC	35	$1.9K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Clearstead Trust, LLC	34	$1.8K	0.0%	Growth	Low	Portland, ME	2026-11-06
Owl Creek Wealth Partners LLC	30	$1.6K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
Bare Financial Services, Inc	26	$1.4K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Creative Financial Designs Inc	25	$1.4K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Mather Group, Llc.	23	$1.2K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Caitong International Asset Management Co., Ltd	23	$1.2K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Physician Wealth Advisors, Inc.	19	$1.0K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Hughes Financial Services, LLC	18	$1.1K	0.0%	ETF	Low	Herndon, VA	2026-10-30
North Star Investment Management Corp.	16	$866	0.0%	Core	Low	Chicago, IL	2026-10-27
Capital Advisors, Ltd. LLC	16	$1	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Planning Strategies Inc.	15	$812	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Ascentis Wealth Management, LLC	13	$703	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Cape Investment Advisory, Inc.	13	$703	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Proathlete Wealth Management LLC	12	$649	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
American Capital Advisory, LLC	12	$650	0.0%	ETF	Low	Ketchum, ID	2026-10-28
Central Trust Co	11	$586	0.0%	Core	Low	Jefferson City, MO	2026-11-05
Accordant Advisory Group Inc	11	$596	0.0%	Value	Medium	Annapolis, MD	2026-10-29
Quaker Wealth Management, LLC	10	$541	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
Signature Equity Partners, LLC	8	$433	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Birchwood Financial Partners, Inc.	8	$433	0.0%	ETF	Very Low	Bloomington, MN	2026-11-02
Creative Capital Management Investments LLC	8	$433	0.0%	ETF	Low	San Diego, CA	2026-10-28
JFS Wealth Advisors, LLC	8	$433	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Ascentis Independent Advisors	6	$324	0.0%	ETF	Low	Dallas, TX	2026-11-03
Meriwether Wealth & Planning, LLC	6	$325	0.0%	ETF	Medium	Minden, LA	2026-10-13
CoreCap Advisors, LLC	5	$271	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Security National Bank	3	$162	0.0%	Growth	Low	Omaha, NE	2026-10-26
Manchester Capital Management LLC	2	$109	0.0%	Core	Low	Manchester, VT	2026-10-22
Bay Harbor Wealth Management, LLC	2	$108	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Buck Wealth Strategies, LLC	2	$108	0.0%	Value	Medium	Denver, CO	2026-10-28
DiNuzzo Private Wealth, Inc.	1	$55	0.0%	ETF	Low	Beaver, PA	2026-10-16
Torren Management, LLC	1	$54	0.0%	ETF	Medium	San Diego, CA	2026-10-29
DecisionPoint Financial, LLC	1	$55	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Lanark Financial, Inc.	1	$54	0.0%	Core	Medium	Birmingham, AL	2026-10-26