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Charter Communications Inc (CHTR)

CUSIP: 16119P108 | NYSE | Communication Services · Telecom Services | Large Cap | 3059 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.8,462,9217.4%+1,688,433Sep 30, 202692d ahead of 13F (7,070,700 sh) · +1,392,221
13G/AVanguard Capital Management LLC8,372,0817.3%+2,191,478Sep 30, 202692d ahead of 13F (5,342,446 sh) · +3,029,635
13D/ACox Enterprises, Inc.46,153,88528.7%UnchangedSep 28, 2026No 13F filer matched
13DCox Communications Equity Holdings, Inc.46,153,88527.9%New 5%+ stakeAug 19, 2026No 13F filer matched
13D/ANewhouse Family Holdings, L.P.18,647,79414.3%New 5%+ stakeAug 19, 2026No 13F filer matched
13D/ALiberty Broadband Corporation00.0%Fell below 5%Aug 19, 2026No 13F filer matched
13G/ABlackRock, Inc.8,462,921
7.4% of class · Sep 30, 2026+1,688,433
92d ahead of 13F (7,070,700 sh) · +1,392,221
13G/AVanguard Capital Management LLC8,372,081
7.3% of class · Sep 30, 2026+2,191,478
92d ahead of 13F (5,342,446 sh) · +3,029,635
13D/ACox Enterprises, Inc.46,153,885
28.7% of class · Sep 28, 2026Unchanged
No 13F filer matched
13DCox Communications Equity Holdings, Inc.46,153,885
27.9% of class · Aug 19, 2026New 5%+ stake
No 13F filer matched
13D/ANewhouse Family Holdings, L.P.18,647,794
14.3% of class · Aug 19, 2026New 5%+ stake
No 13F filer matched
13D/ALiberty Broadband Corporation0
0.0% of class · Aug 19, 2026Fell below 5%
No 13F filer matched

Institutional Holders — Q3 2026

State of Michigan Retirement System1,552,322
0.8% of portfolio›$172.2M
Dimensional Fund Advisors LP1,176,328
0.0% of portfolio›$130.4M
Rothschild & Co Wealth Management UK Ltd782,766
1.2% of portfolio›$86.8M
MacKenzie Financial Corp753,896
0.1% of portfolio›$83.6M
Citigroup Inc400,649
0.0% of portfolio›$44.4M
Mitsubishi UFJ Asset Management Co., Ltd.281,673
0.0% of portfolio›$31.2M
Douglas Lane & Associates, LLC259,463
0.4% of portfolio›$28.8M
Assenagon Asset Management S.A.249,157
0.0% of portfolio›$27.6M
Sumitomo Mitsui Trust Group, Inc.240,283
0.0% of portfolio›$26.6M
Caledonia Investments PLC169,700
2.1% of portfolio›$18.8M
Simplex Trading, LLC142,877
0.0% of portfolio›$15.8M
Exchange Traded Concepts, LLC120,594
0.1% of portfolio›$13.4M
Investment Management Associates Inc115,358
2.6% of portfolio›$12.8M
Principal Financial Group Inc114,626
0.0% of portfolio›$12.7M
KBC Group NV109,272
0.1% of portfolio›$12.1M
Creative Planning89,036
0.0% of portfolio›$9.9M
Fulcrum Asset Management LLP80,639
0.4% of portfolio›$8.9M
Vontobel Holding Ltd.78,348
0.0% of portfolio›$8.7M
New York State Teachers Retirement System77,210
0.0% of portfolio›$8.6M
Swiss Life Asset Management Ltd61,479
0.0% of portfolio›$6.8M
Achmea Investment Management B.V.54,684
0.0% of portfolio›$6.1M
Davis-Rea Ltd.53,950
1.6% of portfolio›$6.0M
Robeco Institutional Asset Management B.V.51,629
0.0% of portfolio›$5.7M
Swedbank AB50,204
0.0% of portfolio›$5.6M
Asset Management One Co., Ltd.47,599
0.0% of portfolio›$5.3M
State of New Jersey Common Pension Fund D46,071
0.0% of portfolio›$5.1M
Pictet Asset Management Holding SA45,110
0.0% of portfolio›$5.0M
Cambridge Investment Research Advisors, Inc.36,640
0.0% of portfolio›$4.1M
Czech National Bank32,121
0.0% of portfolio›$3.6M
Wealth Enhancement Advisory Services, LLC31,840
0.0% of portfolio›$3.1M
Arizona State Retirement System29,723
0.0% of portfolio›$3.3M
Mirae Asset Global Investments Co., Ltd.28,307
0.0% of portfolio›$3.1M
DekaBank Deutsche Girozentrale26,883
0.0% of portfolio›$3.0M
CIBC Asset Management Inc26,869
0.0% of portfolio›$3.0M
ASR Vermogensbeheer N.V.25,892
0.0% of portfolio›$2.9M
IFM Investors Pty Ltd25,355
0.0% of portfolio›$2.8M
SEB Asset Management AB25,100
0.0% of portfolio›$2.8M
Neos Investment Management LLC24,775
0.0% of portfolio›$2.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS24,699
0.0% of portfolio›$2.7M
Fjarde Ap-Fonden TH Swedish National Pension Fund24,585
0.0% of portfolio›$2.7M
Mn Services Vermogensbeheer B.V.24,225
0.0% of portfolio›$2.7M
Retirement Systems of Alabama23,444
0.0% of portfolio›$2.6M
Nisa Investment Advisors, LLC22,877
0.0% of portfolio›$2.5M
ProShare Advisors LLC21,633
0.0% of portfolio›$2.4M
Daiwa Securities Group Inc.21,617
0.0% of portfolio›$2.4M
Imc-Chicago, LLC21,465
0.0% of portfolio›$2.4M
Xponance LLC19,988
0.0% of portfolio›$2.2M
Rakuten Investment Management, Inc.19,873
0.0% of portfolio›$2.2M
Amalgamated Bank18,687
0.0% of portfolio›$2.1M
Yousif Capital Management, LLC17,952
0.0% of portfolio›$2.0M
Aviance Capital Partners, LLC17,517
0.2% of portfolio›$1.9M
Sumitomo Mitsui DS Asset Management Company, Ltd16,922
0.0% of portfolio›$1.9M
Gateway Investment Advisers LLC16,500
0.0% of portfolio›$1.8M
New York Life Investment Management LLC16,367
0.0% of portfolio›$1.8M
Fifth Third Wealth Advisors LLC15,689
0.0% of portfolio›$1.7M
Sanders Morris Harris LLC15,415
0.2% of portfolio›$1.7M
UniSuper Management Pty Ltd15,167
0.0% of portfolio›$1.7M
Eulav Asset Management14,884
0.1% of portfolio›$1.7M
State of Alaska, Department of Revenue14,797
0.0% of portfolio›$1.6M
Leonteq Securities AG14,039
0.1% of portfolio›$1.6M
Oregon Public Employees Retirement Fund13,743
0.0% of portfolio›$1.5M
Masterinvest Kapitalanlage GmbH13,377
0.1% of portfolio›$1.5M
Wolverine Asset Management LLC13,166
0.0% of portfolio›$1.5M
Fideuram Asset Management (Ireland) dac13,124
0.0% of portfolio›$1.9M
Avanza Fonder AB12,701
0.0% of portfolio›$1.4M
OP Asset Management Ltd11,665
0.0% of portfolio›$1.3M
Mutual of America Capital Management LLC11,387
0.0% of portfolio›$1.3M
Linden Thomas Advisory Services, LLC10,920
0.1% of portfolio›$1.2M
Hussman Strategic Advisors, Inc.10,500
0.2% of portfolio›$1.2M
ABN Amro Investment Solutions9,864
0.0% of portfolio›$1.1M
Wedmont Private Capital9,149
0.0% of portfolio›$1.0M
BI Asset Management Fondsmaeglerselskab A/S9,142
0.0% of portfolio›$1.0M
Lido Advisors, LLC8,841
0.0% of portfolio›$980.5K
Blue Trust, Inc.8,680
0.0% of portfolio›$962.6K
J. Safra Sarasin Holding AG8,475
0.0% of portfolio›$1.4M
Ag2r LA Mondiale Gestion D'actifs8,280
0.0% of portfolio›$918.3K
Aire Advisors, LLC7,892
0.1% of portfolio›$875.2K
HB Wealth Management, LLC7,653
0.0% of portfolio›$848.7K
PensionDanmark Pensionsforsikringsaktieselskab7,392
0.0% of portfolio›$819.8K
Boston Trust Walden Corp7,224
0.0% of portfolio›$801.1K
Caitong International Asset Management Co., Ltd7,158
0.1% of portfolio›$793.8K
Allspring Global Investments Holdings, LLC6,661
0.0% of portfolio›$741.8K
Y-Intercept (Hong Kong) Ltd6,553
0.0% of portfolio›$726.7K
Gulf International Bank (UK) Ltd6,390
0.0% of portfolio›$708.0K
Cidel Asset Management Inc6,269
0.0% of portfolio›$695.2K
Ashton Thomas Private Wealth, LLC6,158
0.0% of portfolio›$682.9K
Central Pacific Bank - Trust Division6,135
0.1% of portfolio›$680.4K
Hartford Investment Management Co6,010
0.0% of portfolio›$666.5K
Ethic Inc.5,861
0.0% of portfolio›$650.0K
Perigon Wealth Management, LLC5,769
0.0% of portfolio›$639.7K
Brighton Jones LLC5,748
0.0% of portfolio›$637.5K
Choreo, LLC5,736
0.0% of portfolio›$636.1K
Louisiana State Employees Retirement System5,500
0.0% of portfolio›$610.0K
Carnegie Lake Advisors LLC5,439
0.1% of portfolio›$378.8K
Balefire, LLC5,395
0.1% of portfolio›$598.3K
YHB Investment Advisors, Inc.5,173
0.0% of portfolio›$573.7K
Vise Technologies, Inc.5,030
0.0% of portfolio›$557.8K
Krilogy Financial LLC4,916
0.0% of portfolio›$503.8K
Commonwealth Equity Services, LLC4,595
0.0% of portfolio›$509.6K
Deseret Mutual Benefit Administrators4,565
0.2% of portfolio›$506.3K
Saxon Interests, Inc.4,439
0.2% of portfolio›$492.3K
Evergreen Capital Management LLC4,338
0.0% of portfolio›$481.1K
Generali Asset Management SPA SGR4,329
0.0% of portfolio›$480.1K
Profund Advisors LLC4,266
0.0% of portfolio›$473.1K
Crossmark Global Holdings, Inc.4,244
0.0% of portfolio›$470.7K
Chicago Partners Investment Group LLC4,187
0.0% of portfolio›$454.7K
Candriam S.C.A.4,148
0.0% of portfolio›$461.7K
Mather Group, Llc.3,969
0.0% of portfolio›$440.2K
Fiduciary Alliance LLC3,844
0.0% of portfolio›$426.3K
Simplicity Wealth,LLC3,844
0.0% of portfolio›$426.3K
E. Ohman J:or Asset Management AB3,810
0.0% of portfolio›$422.5K
Citizens Financial Group Inc3,700
0.0% of portfolio›$410.3K
Winnacle Wealth LLC3,686
0.3% of portfolio›$408.8K
NorthCrest Asset Manangement, LLC3,502
0.0% of portfolio›$384.1K
Apollon Wealth Management, LLC3,452
0.0% of portfolio›$382.8K
B. Metzler seel. Sohn & Co. AG3,373
0.0% of portfolio›$374.1K
Sendero Wealth Management, LLC3,370
0.0% of portfolio›$373.7K
North Dakota State Investment Board3,331
0.0% of portfolio›$369.4K
Atria Investments, Inc3,218
0.0% of portfolio›$356.9K
Sterling Capital Management LLC3,118
0.0% of portfolio›$345.8K
Clear Harbor Asset Management, LLC3,046
0.0% of portfolio›$337.8K
Armstrong, Fleming & Moore, Inc3,033
0.1% of portfolio›$336.4K
Strs Ohio3,010
0.0% of portfolio›$333.8K
Farther Finance Advisors, LLC2,958
0.0% of portfolio›$328.0K
Tempus Wealth Planning, LLC2,856
0.1% of portfolio›$316.7K
Chemistry Wealth Management LLC2,812
0.0% of portfolio›$311.9K
V-Square Quantitative Management LLC2,770
0.0% of portfolio›$307.2K
Curated Wealth Partners LLC2,743
0.0% of portfolio›$304.2K
Cohen Klingenstein LLC2,700
0.0% of portfolio›$299.4K
Hall Laurie J Trustee2,650
0.1% of portfolio›$293.9K
Oslo Pensjonsforsikring AS2,544
0.0% of portfolio›$282.1K
Gamma Investing LLC2,414
0.0% of portfolio›$267.7K
Keybank National Association2,378
0.0% of portfolio›$263.7K
Daytona Street Capital LLC2,363
0.2% of portfolio›$254.3K
Pinnacle Associates LTD2,326
0.0% of portfolio›$258.0K
Praxis Investment Management Inc2,304
0.0% of portfolio›$256.0K
Chiron Capital Management, LLC2,206
0.2% of portfolio›$244.6K
AlphaCore Capital LLC2,197
0.0% of portfolio›$243.6K
Tema Etfs LLC2,188
0.0% of portfolio›$242.6K
EverSource Wealth Advisors, LLC2,155
0.0% of portfolio›$239.0K
MGO One Seven LLC2,149
0.0% of portfolio›$238.3K
Facet Wealth, Inc.2,041
0.0% of portfolio›$226.3K
Shira Ridge Wealth Management1,998
0.1% of portfolio›$221.6K
Pinnacle Wealth Management Advisory Group, LLC1,991
0.0% of portfolio›$220.8K
Parallel Advisors, LLC1,902
0.0% of portfolio›$211.0K
IFP Advisors, Inc1,894
0.0% of portfolio›$210.0K
Greenleaf Trust1,861
0.0% of portfolio›$206.4K
Truist Financial Corp1,847
0.0% of portfolio›$204.8K
SYM Financial Corp1,835
0.0% of portfolio›$203.5K
Signaturefd, LLC1,751
0.0% of portfolio›$194.2K
TD Waterhouse Canada Inc.1,651
0.0% of portfolio›$183.7K
CoreCap Advisors, LLC1,322
0.0% of portfolio›$146.6K
Essential Partners LLC1,194
0.1% of portfolio›$132.4K
FNY Investment Advisers, LLC1,110
0.1% of portfolio›$123.0K
Larson Financial Group LLC948
0.0% of portfolio›$105.1K
Wilmington Savings Fund Society, FSB911
0.0% of portfolio›$101.0K
Versant Capital Management, Inc851
0.0% of portfolio›$94.4K
SJS Investment Consulting Inc.820
0.0% of portfolio›$90.9K
IFS Advisors, LLC776
0.0% of portfolio›$86.1K
Covestor Ltd735
0.2% of portfolio›$82.0K
Livforsakringsbolaget Skandia, Omsesidigt638
0.0% of portfolio›$70.8K
True Wealth Design, LLC630
0.0% of portfolio›$69.9K
Rakuten Securities, Inc.612
0.0% of portfolio›$67.9K
North Star Investment Management Corp.512
0.0% of portfolio›$56.8K
Westside Investment Management, Inc.476
0.0% of portfolio›$52.7K
Parkside Financial Bank & Trust415
0.0% of portfolio›$46.0K
Elyxium Wealth, LLC385
0.0% of portfolio›$42.7K
Root Financial Partners, LLC382
0.0% of portfolio›$42.4K
Grove Bank & Trust361
0.0% of portfolio›$40.0K
Fortitude Family Office, LLC340
0.0% of portfolio›$37.7K
Pinnacle Wealth Planning Services, Inc.317
0.0% of portfolio›$35.2K
Silver Grove Financial Group, Inc.314
0.0% of portfolio›$34.8K
GHP Investment Advisors, Inc.281
0.0% of portfolio›$31.1K
Legacies Wealth LLC275
0.0% of portfolio›$30.5K
Spire Wealth Management270
0.0% of portfolio›$29.9K
Blue Bell Private Wealth Management, LLC244
0.0% of portfolio›$27.1K
CX Institutional240
0.0% of portfolio›$27
TD Private Client Wealth LLC233
0.0% of portfolio›$25.8K
Bayforest Capital Ltd228
0.0% of portfolio›$25.3K
Asset Dedication, LLC211
0.0% of portfolio›$23.4K
Elevation Wealth Partners, LLC206
0.0% of portfolio›$22.8K
Pflug Koory, LLC204
0.0% of portfolio›$22.6K
Trust Co of Vermont200
0.0% of portfolio›$22.2K
MassMutual Private Wealth & Trust, FSB187
0.0% of portfolio›$20.7K
Hanson & Doremus Investment Management184
0.0% of portfolio›$20
Salomon & Ludwin, LLC170
0.0% of portfolio›$18.9K
Provenance Wealth Advisors, LLC151
0.0% of portfolio›$16.7K
Summit Securities Group LLC138
0.0% of portfolio›$15.3K
West Paces Advisors Inc.133
0.0% of portfolio›$14.8K
Activest Wealth Management128
0.0% of portfolio›$14.2K
Cassaday & Co Wealth Management LLC126
0.0% of portfolio›$14.0K
Armstrong Advisory Group, Inc125
0.0% of portfolio›$13.9K
Manchester Capital Management LLC121
0.0% of portfolio›$13.4K
Private Trust Co NA115
0.0% of portfolio›$12.8K
AXS Investments LLC104
0.0% of portfolio›$11.5K
Owl Creek Wealth Partners LLC102
0.0% of portfolio›$11.3K
Costello Asset Management, Inc100
0.0% of portfolio›$11.1K
Southern Michigan Bank & Trust100
0.0% of portfolio›$11.1K
Raiffeisen Bank International AG89
0.0% of portfolio›$9.9K
Capital Advisors, Ltd. LLC88
0.0% of portfolio›$10
Reyes Financial Architecture, Inc.87
0.0% of portfolio›$9.6K
Lanark Financial, Inc.83
0.0% of portfolio›$9.2K
Wilkerson Advisory Group LLC73
0.0% of portfolio›$8.1K
Physician Wealth Advisors, Inc.73
0.0% of portfolio›$8.1K
SBI Securities Co., Ltd.72
0.0% of portfolio›$8.0K
Assetmark, Inc72
0.0% of portfolio›$8.0K
Harbor Investment Advisory, LLC71
0.0% of portfolio›$7.9K
Bokf, NA69
0.0% of portfolio›$7.6K
PayPay Securities Corp65
0.2% of portfolio›$7.2K
City Holding Co65
0.0% of portfolio›$7.2K
Pinnacle Bancorp, Inc.65
0.0% of portfolio›$7.2K
Barrett & Company, Inc.65
0.0% of portfolio›$7.2K
Ascentis Wealth Management, LLC63
0.0% of portfolio›$7.0K
Compass Financial Management LLC61
0.0% of portfolio›$6.8K
Ascentis Independent Advisors51
0.0% of portfolio›$5.7K
Highline Wealth Partners LLC49
0.0% of portfolio›$5.4K
Jnba Financial Advisors47
0.0% of portfolio›$5.2K
Cullen T Bankers, Inc.47
0.0% of portfolio›$5.2K
Horizon Financial Services, LLC45
0.0% of portfolio›$5.0K
Harbor Capital Advisors, Inc.43
0.0% of portfolio›$5
James T. Borello RIA42
0.0% of portfolio›$4.7K
MV Capital Management, Inc.42
0.0% of portfolio›$4.7K
Cromwell Holdings LLC41
0.0% of portfolio›$4.5K
Community Financial Services Group, LLC40
0.0% of portfolio›$4.5K
Glass Jacobson Investment Advisors llc40
0.0% of portfolio›$4.4K
First Horizon Corp39
0.0% of portfolio›$4.3K
DT Investment Partners, LLC39
0.0% of portfolio›$4.3K
Pension & Wealth Management Advisors, Inc.39
0.0% of portfolio›$4.3K
Plante Moran Financial Advisors, LLC39
0.0% of portfolio›$4.3K
Goodman Advisory Group, LLC38
0.0% of portfolio›$4.2K
Rossby Financial, LCC38
0.0% of portfolio›$4.2K
J.Safra Asset Management Corp34
0.0% of portfolio›$3.8K
Hilton Head Capital Partners, LLC30
0.0% of portfolio›$3.3K
Montag A & Associates Inc30
0.0% of portfolio›$3.3K
Princeton Global Asset Management LLC28
0.0% of portfolio›$3.1K
Private Wealth Management Group, LLC28
0.0% of portfolio›$3.1K
Cranbrook Wealth Management, LLC28
0.0% of portfolio›$3.1K
Smallwood Wealth Investment Management, LLC27
0.0% of portfolio›$3.0K
Financial Consulate, Inc26
0.0% of portfolio›$2.9K
Bell Investment Advisors, Inc24
0.0% of portfolio›$2.7K
KFG LLC24
0.0% of portfolio›$2.7K
UMB Private Wealth Management, LLC22
0.0% of portfolio›$2.4K
Ares Financial Consulting, LLC22
0.0% of portfolio›$2.4K
Albion Financial Group22
0.0% of portfolio›$2.4K
Gilpin Wealth Management, LLC21
0.0% of portfolio›$2.3K
Creative Capital Management Investments LLC21
0.0% of portfolio›$2.3K
Birch Financial Group, LLC21
0.0% of portfolio›$2.3K
Bullock Wealth Management Group20
0.0% of portfolio›$2.2K
DiNuzzo Private Wealth, Inc.20
0.0% of portfolio›$2.2K
Farmers & Merchants Investments Inc20
0.0% of portfolio›$2.2K
Trust Co20
0.0% of portfolio›$2.2K
Strengthening Families & Communities, LLC20
0.0% of portfolio›$2.2K
Rachor Investment Advisory Services, LLC19
0.0% of portfolio›$2.1K
Compass Wealth Management LLC18
0.0% of portfolio›$2.0K
William Mack & Associates, Inc.18
0.0% of portfolio›$2.0K
Creative Financial Designs Inc17
0.0% of portfolio›$1.9K
Laurel Wealth Advisors LLC17
0.0% of portfolio›$1.9K
Beacon Investment Advisory Services, Inc.17
0.0% of portfolio›$1.9K
Hurley Capital, LLC17
0.0% of portfolio›$1.9K
Kimelman & Baird, LLC17
0.0% of portfolio›$1.9K
Peoples Financial Services Corp.16
0.0% of portfolio›$1.8K
Planning Strategies Inc.15
0.0% of portfolio›$1.7K
Tradewinds Capital Management, LLC14
0.0% of portfolio›$1.6K
Archer Investment Corp14
0.0% of portfolio›$1.6K
Brown, Lisle Ings, Inc.14
0.0% of portfolio›$1.6K
Trust Co of Toledo NA12
0.0% of portfolio›$1.3K
Fairman Group, LLC12
0.0% of portfolio›$1.3K
Washington Trust Advisors, Inc.12
0.0% of portfolio›$1.3K
Avion Wealth12
0.0% of portfolio›$1
High Note Wealth, LLC11
0.0% of portfolio›$1.2K
Quaker Wealth Management, LLC11
0.0% of portfolio›$1.2K
Hazlett, Burt & Watson, Inc.11
0.0% of portfolio›$1
Fairscale Capital, LLC11
0.0% of portfolio›$1.2K
Union Savings Bank10
0.0% of portfolio›$1.1K
Nvwm, LLC10
0.0% of portfolio›$1.1K
Balance Wealth Partners LLC10
0.0% of portfolio›$1.1K
Wolff Wiese Magana LLC10
0.0% of portfolio›$1.1K
Abound Wealth Management9
0.0% of portfolio›$999
Bare Financial Services, Inc9
0.0% of portfolio›$999
Rosenberg Matthew Hamilton8
0.0% of portfolio›$887
Evolution Wealth Management Inc.7
0.0% of portfolio›$776
Cornerstone National Bank & Trust Co7
0.0% of portfolio›$780
Markowski Investments7
0.0% of portfolio›$776
Elevated Capital Advisors, LLC7
0.0% of portfolio›$776
Bfsg, LLC6
0.0% of portfolio›$666
American Capital Advisory, LLC6
0.0% of portfolio›$666
Proathlete Wealth Management LLC6
0.0% of portfolio›$665
WPG Advisers, LLC6
0.0% of portfolio›$665
Center for Financial Planning, Inc.6
0.0% of portfolio›$665
Golden State Wealth Management, LLC6
0.0% of portfolio›$700
Key FInancial Inc6
0.0% of portfolio›$665
Livelsberger Financial Advisory5
0.0% of portfolio›$555
Burk Holdings LLC5
0.0% of portfolio›$555
CrossGen Wealth, LLC5
0.0% of portfolio›$555
Maryland Capital Advisors Inc.5
0.0% of portfolio›$555
Buck Wealth Strategies, LLC5
0.0% of portfolio›$555
CGC Financial Services, LLC5
0.0% of portfolio›$555
Signature Equity Partners, LLC4
0.0% of portfolio›$444
University of Texas S AM Investment Management Co4
0.0% of portfolio›$444
TFC Financial Management, Inc.4
0.0% of portfolio›$444
Dhjj Financial Advisors, Ltd.4
0.0% of portfolio›$444
Birchwood Financial Partners, Inc.4
0.0% of portfolio›$444
Hughes Financial Services, LLC4
0.0% of portfolio›$436
First Premier Bank4
0.0% of portfolio›$0
Tsfg, LLC3
0.0% of portfolio›$0
Cape Investment Advisory, Inc.3
0.0% of portfolio›$333
GoalVest Advisory LLC3
0.0% of portfolio›$333
Murphy & Mullick Capital Management Corp3
0.0% of portfolio›$333
Pacific Center for Financial Services3
0.0% of portfolio›$333
DecisionPoint Financial, LLC3
0.0% of portfolio›$335
Olistico Wealth, LLC3
0.0% of portfolio›$333
Align Financial, LLC3
0.0% of portfolio›$333
Clark Wealth Partners2
0.0% of portfolio›$222
Hara Capital LLC2
0.0% of portfolio›$222
Kingdom Financial Group Llc.2
0.0% of portfolio›$222
Davis Capital Management2
0.0% of portfolio›$222
Bay Harbor Wealth Management, LLC2
0.0% of portfolio›$222
WestEnd Advisors, LLC2
0.0% of portfolio›$222
Kings Path Partners LLC1
0.0% of portfolio›$111
Mcdonald Partners LLC1
0.0% of portfolio›$111
Marquette Asset Management, LLC1
0.0% of portfolio›$111
United Financial Planning Group LLC1
0.0% of portfolio›$111
JFS Wealth Advisors, LLC1
0.0% of portfolio›$111
CKW Financial Group1
0.0% of portfolio›$0
Arlington Trust Co LLC1
0.0% of portfolio›$111
StyleTurnoverLocationFiled
State of Michigan Retirement System
1,552,322$172.2M0.8%IndexLowEast Lansing, MI2026-10-27
Dimensional Fund Advisors LP
1,176,328$130.4M0.0%IndexLowAustin, TX2026-11-04
Rothschild & Co Wealth Management UK Ltd
782,766$86.8M1.2%ValueVery LowLondon, United Kingdom2026-10-20
MacKenzie Financial Corp
753,896$83.6M0.1%CoreMediumToronto Ontario, Australia2026-11-02
Citigroup Inc
400,649$44.4M0.0%CoreMediumNew York, NY2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
281,673$31.2M0.0%IndexVery LowTokyo, Mexico2026-11-05
Douglas Lane & Associates, LLC
259,463$28.8M0.4%ValueLowNew York, NY2026-10-09
Assenagon Asset Management S.A.
249,157$27.6M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Sumitomo Mitsui Trust Group, Inc.
240,283$26.6M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Caledonia Investments PLC
169,700$18.8M2.1%CoreVery LowLondon England, United Kingdom2026-10-13
Simplex Trading, LLC
142,877$15.8M0.0%CoreVery HighChicago, IL2026-11-04
Exchange Traded Concepts, LLC
120,594$13.4M0.1%GrowthMediumOklahoma City, OK2026-10-28
Investment Management Associates Inc
115,358$12.8M2.6%Deep ValueMediumGreenwood Village, CO2026-10-29
Principal Financial Group Inc
114,626$12.7M0.0%CoreLowDes Moines, IA2026-11-02
KBC Group NV
109,272$12.1M0.1%CoreMediumBrussels, Czech Republic2026-10-22
Creative Planning
89,036$9.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Fulcrum Asset Management LLP
80,639$8.9M0.4%CoreMediumLondon, United Kingdom2026-11-04
Vontobel Holding Ltd.
78,348$8.7M0.0%CoreMediumZurich, Switzerland2026-10-16
New York State Teachers Retirement System
77,210$8.6M0.0%CoreVery LowAlbany, NY2026-10-22
Swiss Life Asset Management Ltd
61,479$6.8M0.0%CoreLowZurich, Switzerland2026-11-03
Achmea Investment Management B.V.
54,684$6.1M0.0%CoreMediumZeist, Philippines2026-10-30
Davis-Rea Ltd.
53,950$6.0M1.6%CoreMediumToronto, Australia2026-10-13
Robeco Institutional Asset Management B.V.
51,629$5.7M0.0%CoreMediumRotterdam, Philippines2026-10-20
Swedbank AB
50,204$5.6M0.0%GrowthLowStockholm, Sweden2026-10-27
Asset Management One Co., Ltd.
47,599$5.3M0.0%IndexVery LowTokyo, Mexico2026-10-27
State of New Jersey Common Pension Fund D
46,071$5.1M0.0%CoreLowTrenton, NJ2026-11-05
Pictet Asset Management Holding SA
45,110$5.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Cambridge Investment Research Advisors, Inc.
36,640$4.1M0.0%ETFLowFairfield, IA2026-11-02
Czech National Bank
32,121$3.6M0.0%IndexVery LowPrague, Bahrain2026-10-13
Wealth Enhancement Advisory Services, LLC
31,840$3.1M0.0%CoreLowPlymouth, MN2026-10-13
Arizona State Retirement System
29,723$3.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Mirae Asset Global Investments Co., Ltd.
28,307$3.1M0.0%GrowthLowSeoul, Malaysia2026-11-03
DekaBank Deutsche Girozentrale
26,883$3.0M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
CIBC Asset Management Inc
26,869$3.0M0.0%GARPLowToronto, South Africa2026-11-05
ASR Vermogensbeheer N.V.
25,892$2.9M0.0%CoreLowUtrecht, Philippines2026-10-16
IFM Investors Pty Ltd
25,355$2.8M0.0%IndexVery LowMelbourne, China2026-10-14
SEB Asset Management AB
25,100$2.8M0.0%CoreN/AStockholm, Sweden2026-11-04
Neos Investment Management LLC
24,775$2.7M0.0%IndexVery LowWestport, CT2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
24,699$2.7M0.0%CoreLowHarrisburg, PA2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
24,585$2.7M0.0%GrowthLowStockholm, Sweden2026-10-15
Mn Services Vermogensbeheer B.V.
24,225$2.7M0.0%CoreVery LowThe Hague, Philippines2026-10-08
Retirement Systems of Alabama
23,444$2.6M0.0%IndexLowMontgomery, AL2026-11-04
Nisa Investment Advisors, LLC
22,877$2.5M0.0%IndexVery LowSt. Louis, MO2026-10-20
ProShare Advisors LLC
21,633$2.4M0.0%GrowthLowBethesda, MD2026-10-29
Daiwa Securities Group Inc.
21,617$2.4M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Imc-Chicago, LLC
21,465$2.4M0.0%GARPVery HighChicago, IL2026-11-05
Xponance LLC
19,988$2.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Rakuten Investment Management, Inc.
19,873$2.2M0.0%ETFMediumTokyo, Mexico2026-10-30
Amalgamated Bank
18,687$2.1M0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
17,952$2.0M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Aviance Capital Partners, LLC
17,517$1.9M0.2%CoreLowNaples, FL2026-10-29
Sumitomo Mitsui DS Asset Management Company, Ltd
16,922$1.9M0.0%IndexVery LowTokyo, Mexico2026-10-20
Gateway Investment Advisers LLC
16,500$1.8M0.0%GrowthLowCincinnati, OH2026-10-13
New York Life Investment Management LLC
16,367$1.8M0.0%GrowthLowNew York, NY2026-11-04
Fifth Third Wealth Advisors LLC
15,689$1.7M0.0%IndexVery LowCincinnati, OH2026-10-22
Sanders Morris Harris LLC
15,415$1.7M0.2%GARPLowHouston, TX2026-10-14
UniSuper Management Pty Ltd
15,167$1.7M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Eulav Asset Management
14,884$1.7M0.1%GrowthMediumSarasota, FL2026-10-23
State of Alaska, Department of Revenue
14,797$1.6M0.0%CoreVery LowJuneau, AK2026-10-15
Leonteq Securities AG
14,039$1.6M0.1%CoreHighZurich, Switzerland2026-10-29
Oregon Public Employees Retirement Fund
13,743$1.5M0.0%IndexVery LowTigard, OR2026-10-30
Masterinvest Kapitalanlage GmbH
13,377$1.5M0.1%GrowthLowVienna, Chile2026-11-03
Wolverine Asset Management LLC
13,166$1.5M0.0%Deep ValueVery HighChicago, IL2026-11-02
Fideuram Asset Management (Ireland) dac
13,124$1.9M0.0%CoreHighDublin 1, Lithuania2026-10-29
Avanza Fonder AB
12,701$1.4M0.0%GrowthLowStockholm, Sweden2026-10-13
OP Asset Management Ltd
11,665$1.3M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Mutual of America Capital Management LLC
11,387$1.3M0.0%IndexLowNew York, NY2026-10-23
Linden Thomas Advisory Services, LLC
10,920$1.2M0.1%CoreLowCharlotte, NC2026-10-19
Hussman Strategic Advisors, Inc.
10,500$1.2M0.2%YieldVery HighEllicott City, MD2026-11-02
ABN Amro Investment Solutions
9,864$1.1M0.0%GrowthLowParis Cedex 008, India2026-10-21
Wedmont Private Capital
9,149$1.0M0.0%IndexVery LowWest Chester, PA2026-10-09
BI Asset Management Fondsmaeglerselskab A/S
9,142$1.0M0.0%CoreMediumKobenhavn, Greece2026-10-22
Lido Advisors, LLC
8,841$980.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Blue Trust, Inc.
8,680$962.6K0.0%ETFLowBrentwood, TN2026-10-15
J. Safra Sarasin Holding AG
8,475$1.4M0.0%CoreMediumBasel, Switzerland2026-10-26
Ag2r LA Mondiale Gestion D'actifs
8,280$918.3K0.0%GrowthLowParis, India2026-10-26
Aire Advisors, LLC
7,892$875.2K0.1%ETFVery LowBeverly Hills, CA2026-10-22
HB Wealth Management, LLC
7,653$848.7K0.0%IndexVery LowAtlanta, GA2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
7,392$819.8K0.0%IndexLowCopenhagen O, Greece2026-10-19
Boston Trust Walden Corp
7,224$801.1K0.0%CoreLowBoston, MA2026-10-30
Caitong International Asset Management Co., Ltd
7,158$793.8K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
Allspring Global Investments Holdings, LLC
6,661$741.8K0.0%CoreMediumCharlotte, NC2026-11-04
Y-Intercept (Hong Kong) Ltd
6,553$726.7K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Gulf International Bank (UK) Ltd
6,390$708.0K0.0%CoreVery LowLondon, United Kingdom2026-10-20
Cidel Asset Management Inc
6,269$695.2K0.0%CoreMediumToronto, Australia2026-10-29
Ashton Thomas Private Wealth, LLC
6,158$682.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Central Pacific Bank - Trust Division
6,135$680.4K0.1%CoreMediumHonolulu, HI2026-10-06
Hartford Investment Management Co
6,010$666.5K0.0%IndexVery LowHartford, CT2026-11-04
Ethic Inc.
5,861$650.0K0.0%CoreLowNew York, NY2026-11-03
Perigon Wealth Management, LLC
5,769$639.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Brighton Jones LLC
5,748$637.5K0.0%CoreVery LowSeattle, WA2026-11-03
Choreo, LLC
5,736$636.1K0.0%IndexLowRockford, IL2026-10-28
Louisiana State Employees Retirement System
5,500$610.0K0.0%IndexLowBaton Rouge, LA2026-10-20
Carnegie Lake Advisors LLC
5,439$378.8K0.1%ValueLowPrinceton, NJ2026-11-03
Balefire, LLC
5,395$598.3K0.1%ETFMediumDallas, TX2026-10-09
YHB Investment Advisors, Inc.
5,173$573.7K0.0%GrowthLowWest Hartford, CT2026-10-08
Vise Technologies, Inc.
5,030$557.8K0.0%IndexLowNew York, NY2026-10-29
Krilogy Financial LLC
4,916$503.8K0.0%GrowthLowSt. Louis, MO2026-10-13
Commonwealth Equity Services, LLC
4,595$509.6K0.0%ETFLowWaltham, MA2026-11-02
Deseret Mutual Benefit Administrators
4,565$506.3K0.2%CoreMediumSalt Lake City, UT2026-11-04
Saxon Interests, Inc.
4,439$492.3K0.2%ETFMediumHouston, TX2026-10-26
Evergreen Capital Management LLC
4,338$481.1K0.0%GARPMediumBellevue, WA2026-10-23
Generali Asset Management SPA SGR
4,329$480.1K0.0%CoreLowTrieste, Latvia2026-10-26
Profund Advisors LLC
4,266$473.1K0.0%GrowthLowBethesda, MD2026-10-29
Crossmark Global Holdings, Inc.
4,244$470.7K0.0%GARPMediumHouston, TX2026-10-21
Chicago Partners Investment Group LLC
4,187$454.7K0.0%GARPLowChicago, IL2026-10-27
Candriam S.C.A.
4,148$461.7K0.0%GrowthMediumStrassen, Netherlands2026-11-03
Mather Group, Llc.
3,969$440.2K0.0%ETFMediumChicago, IL2026-10-14
Fiduciary Alliance LLC
3,844$426.3K0.0%CoreMediumGreenville, SC2026-10-13
Simplicity Wealth,LLC
3,844$426.3K0.0%ETFLowSummit, NJ2026-10-23
E. Ohman J:or Asset Management AB
3,810$422.5K0.0%GrowthMediumStockholm, Sweden2026-10-22
Citizens Financial Group Inc
3,700$410.3K0.0%GrowthLowProvidence, RI2026-10-23
Winnacle Wealth LLC
3,686$408.8K0.3%CoreMediumWaco, TX2026-10-15
NorthCrest Asset Manangement, LLC
3,502$384.1K0.0%GrowthLowPlymouth, MN2026-10-13
Apollon Wealth Management, LLC
3,452$382.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
B. Metzler seel. Sohn & Co. AG
3,373$374.1K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Sendero Wealth Management, LLC
3,370$373.7K0.0%GARPLowSan Antonio, TX2026-10-14
North Dakota State Investment Board
3,331$369.4K0.0%GrowthMediumBismarck, ND2026-10-27
Atria Investments, Inc
3,218$356.9K0.0%CoreMediumCharlotte, NC2026-10-15
Sterling Capital Management LLC
3,118$345.8K0.0%GARPMediumCharlotte, NC2026-10-22
Clear Harbor Asset Management, LLC
3,046$337.8K0.0%CoreLowStamford, CT2026-11-05
Armstrong, Fleming & Moore, Inc
3,033$336.4K0.1%GrowthVery LowWashington, DC2026-10-28
Strs Ohio
3,010$333.8K0.0%CoreMediumColumbus, OH2026-10-30
Farther Finance Advisors, LLC
2,958$328.0K0.0%IndexLowSan Francisco, CA2026-10-08
Tempus Wealth Planning, LLC
2,856$316.7K0.1%ETFMediumIrvine, CA2026-10-14
Chemistry Wealth Management LLC
2,812$311.9K0.0%CoreLowNew York, NY2026-10-16
V-Square Quantitative Management LLC
2,770$307.2K0.0%CoreLowChicago, IL2026-10-15
Curated Wealth Partners LLC
2,743$304.2K0.0%GARPLowEl Segundo, CA2026-10-15
Cohen Klingenstein LLC
2,700$299.4K0.0%CoreVery LowNew York, NY2026-10-15
Hall Laurie J Trustee
2,650$293.9K0.1%CoreVery LowBoston, MA2026-10-06
Oslo Pensjonsforsikring AS
2,544$282.1K0.0%ValueLowOslo, Norway2026-10-15
Gamma Investing LLC
2,414$267.7K0.0%IndexVery LowFoster City, CA2026-10-08
Keybank National Association
2,378$263.7K0.0%CoreLowBrooklyn, OH2026-11-04
Daytona Street Capital LLC
2,363$254.3K0.2%Deep ValueMediumSaint Louis, MO2026-10-15
Pinnacle Associates LTD
2,326$258.0K0.0%CoreLowNew York, NY2026-10-20
Praxis Investment Management Inc
2,304$256.0K0.0%CoreLowGoshen, IN2026-11-03
Chiron Capital Management, LLC
2,206$244.6K0.2%YieldMediumTallahassee, FL2026-10-15
AlphaCore Capital LLC
2,197$243.6K0.0%ETFLowLa Jolla, CA2026-11-04
Tema Etfs LLC
2,188$242.6K0.0%GrowthMediumNew York, NY2026-10-16
EverSource Wealth Advisors, LLC
2,155$239.0K0.0%CoreMediumBirmingham, AL2026-11-04
MGO One Seven LLC
2,149$238.3K0.0%GrowthLowBeachwood, OH2026-10-28
Facet Wealth, Inc.
2,041$226.3K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Shira Ridge Wealth Management
1,998$221.6K0.1%ETFLowLarkspur, CA2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
1,991$220.8K0.0%GrowthLowRed Bank, NJ2026-10-23
Parallel Advisors, LLC
1,902$211.0K0.0%IndexLowSan Francisco, CA2026-11-03
IFP Advisors, Inc
1,894$210.0K0.0%GrowthLowTampa, FL2026-10-16
Greenleaf Trust
1,861$206.4K0.0%CoreLowKalamazoo, MI2026-10-29
Truist Financial Corp
1,847$204.8K0.0%CoreLowCharlotte, NC2026-10-30
SYM Financial Corp
1,835$203.5K0.0%ETFVery LowWinona Lake, IN2026-10-26
Signaturefd, LLC
1,751$194.2K0.0%IndexLowAtlanta, GA2026-10-23
TD Waterhouse Canada Inc.
1,651$183.7K0.0%CoreLowToronto, Australia2026-10-16
CoreCap Advisors, LLC
1,322$146.6K0.0%ETFMediumSouthfield, MI2026-10-08
Essential Partners LLC
1,194$132.4K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
FNY Investment Advisers, LLC
1,110$123.0K0.1%GrowthVery HighNew York, NY2026-10-16
Larson Financial Group LLC
948$105.1K0.0%GrowthLowSt Louis, MO2026-11-05
Wilmington Savings Fund Society, FSB
911$101.0K0.0%CoreLowWilmington, DE2026-10-23
Versant Capital Management, Inc
851$94.4K0.0%GARPLowPhoenix, AZ2026-10-02
SJS Investment Consulting Inc.
820$90.9K0.0%ETFVery LowSylvania, OH2026-10-26
IFS Advisors, LLC
776$86.1K0.0%ETFLowOverland Park, KS2026-10-14
Covestor Ltd
735$82.0K0.2%ValueHighLondon, United Kingdom2026-10-30
Livforsakringsbolaget Skandia, Omsesidigt
638$70.8K0.0%GrowthMediumStockholm, Sweden2026-10-21
True Wealth Design, LLC
630$69.9K0.0%ETFMediumAkron, OH2026-10-13
Rakuten Securities, Inc.
612$67.9K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
North Star Investment Management Corp.
512$56.8K0.0%CoreLowChicago, IL2026-10-27
Westside Investment Management, Inc.
476$52.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Parkside Financial Bank & Trust
415$46.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Elyxium Wealth, LLC
385$42.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Root Financial Partners, LLC
382$42.4K0.0%ETFMediumEncinitas, CA2026-10-21
Grove Bank & Trust
361$40.0K0.0%ETFLowMiami, FL2026-10-08
Fortitude Family Office, LLC
340$37.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Pinnacle Wealth Planning Services, Inc.
317$35.2K0.0%GARPLowMansfield, OH2026-10-27
Silver Grove Financial Group, Inc.
314$34.8K0.0%CoreMediumOrchard Park, NY2026-11-05
GHP Investment Advisors, Inc.
281$31.1K0.0%CoreVery LowDenver, CO2026-10-15
Legacies Wealth LLC
275$30.5K0.0%ETFLowMinnetonka, MN2026-11-02
Spire Wealth Management
270$29.9K0.0%GrowthMediumMclean, VA2026-10-30
Blue Bell Private Wealth Management, LLC
244$27.1K0.0%YieldVery LowBlue Bell, PA2026-10-29
CX Institutional
240$270.0%CoreMediumAuburn, IN2026-10-02
TD Private Client Wealth LLC
233$25.8K0.0%ETFLowNew York, NY2026-10-28
Bayforest Capital Ltd
228$25.3K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Asset Dedication, LLC
211$23.4K0.0%ETFLowSan Francisco, CA2026-11-03
Elevation Wealth Partners, LLC
206$22.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Pflug Koory, LLC
204$22.6K0.0%CoreVery LowOmaha, NE2026-10-26
Trust Co of Vermont
200$22.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
MassMutual Private Wealth & Trust, FSB
187$20.7K0.0%CoreLowSpringfield, MA2026-10-05
Hanson & Doremus Investment Management
184$200.0%CoreVery LowBurlington, VT2026-10-16
Salomon & Ludwin, LLC
170$18.9K0.0%ETFVery LowRichmond, VA2026-10-29
Provenance Wealth Advisors, LLC
151$16.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Summit Securities Group LLC
138$15.3K0.0%CoreVery HighNew York, NY2026-11-05
West Paces Advisors Inc.
133$14.8K0.0%ETFLowAtlanta, GA2026-10-13
Activest Wealth Management
128$14.2K0.0%ETFLowAventura, FL2026-10-15
Cassaday & Co Wealth Management LLC
126$14.0K0.0%ETFVery LowMclean, VA2026-10-27
Armstrong Advisory Group, Inc
125$13.9K0.0%ETFHighNeedham, MA2026-10-09
Manchester Capital Management LLC
121$13.4K0.0%CoreLowManchester, VT2026-10-22
Private Trust Co NA
115$12.8K0.0%CoreLowCleveland, OH2026-10-20
AXS Investments LLC
104$11.5K0.0%GrowthMediumPort Chester, NY2026-11-04
Owl Creek Wealth Partners LLC
102$11.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Costello Asset Management, Inc
100$11.1K0.0%CoreLowFeasterville, PA2026-10-30
Southern Michigan Bank & Trust
100$11.1K0.0%ETFLowColdwater, MI2026-10-19
Raiffeisen Bank International AG
89$9.9K0.0%GrowthMediumVienna, Chile2026-10-28
Capital Advisors, Ltd. LLC
88$100.0%ETFLowShaker Heights, OH2026-10-27
Reyes Financial Architecture, Inc.
87$9.6K0.0%ETFVery HighSan Diego, CA2026-10-22
Lanark Financial, Inc.
83$9.2K0.0%CoreMediumBirmingham, AL2026-10-26
Wilkerson Advisory Group LLC
73$8.1K0.0%ETFMediumColumbia, MO2026-10-20
Physician Wealth Advisors, Inc.
73$8.1K0.0%ETFMediumMidvale, UT2026-10-20
SBI Securities Co., Ltd.
72$8.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Assetmark, Inc
72$8.0K0.0%ETFLowConcord, CA2026-10-21
Harbor Investment Advisory, LLC
71$7.9K0.0%GrowthLowLutherville, MD2026-10-13
Bokf, NA
69$7.6K0.0%CoreLowTulsa, OK2026-10-27
PayPay Securities Corp
65$7.2K0.2%CoreMediumTokyo, Mexico2026-10-27
City Holding Co
65$7.2K0.0%CoreLowCharleston, WV2026-10-19
Pinnacle Bancorp, Inc.
65$7.2K0.0%CoreVery LowBeatrice, NE2026-10-21
Barrett & Company, Inc.
65$7.2K0.0%ETFLowProvidence, RI2026-10-22
Ascentis Wealth Management, LLC
63$7.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Compass Financial Management LLC
61$6.8K0.0%CoreN/ATampa, FL2026-10-30
Ascentis Independent Advisors
51$5.7K0.0%ETFLowDallas, TX2026-11-03
Highline Wealth Partners LLC
49$5.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Jnba Financial Advisors
47$5.2K0.0%ETFMediumBloomington, MN2026-11-03
Cullen T Bankers, Inc.
47$5.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Horizon Financial Services, LLC
45$5.0K0.0%ETFLowWinston Salem, NC2026-11-04
Harbor Capital Advisors, Inc.
43$50.0%ValueHighChicago, IL2026-10-22
James T. Borello RIA
42$4.7K0.0%ETFVery LowEast Dundee, IL2026-10-16
MV Capital Management, Inc.
42$4.7K0.0%ETFLowBethesda, MD2026-10-29
Cromwell Holdings LLC
41$4.5K0.0%IndexLowJackson, WY2026-10-28
Community Financial Services Group, LLC
40$4.5K0.0%GrowthLowNewport, VT2026-10-15
Glass Jacobson Investment Advisors llc
40$4.4K0.0%ETFLowOwings Mills, MD2026-10-26
First Horizon Corp
39$4.3K0.0%CoreLowMemphis, TN2026-10-26
DT Investment Partners, LLC
39$4.3K0.0%ETFVery LowChadds Ford, PA2026-10-27
Pension & Wealth Management Advisors, Inc.
39$4.3K0.0%ETFLowWaltham, MA2026-10-16
Plante Moran Financial Advisors, LLC
39$4.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Goodman Advisory Group, LLC
38$4.2K0.0%GrowthHighNeedham, MA2026-11-02
Rossby Financial, LCC
38$4.2K0.0%ETFMediumMelbourne, FL2026-11-05
J.Safra Asset Management Corp
34$3.8K0.0%ETFLowNew York, NY2026-11-03
Hilton Head Capital Partners, LLC
30$3.3K0.0%CoreMediumHilton Head Island, SC2026-10-23
Montag A & Associates Inc
30$3.3K0.0%CoreLowAtlanta, GA2026-10-29
Princeton Global Asset Management LLC
28$3.1K0.0%GrowthLowPrinceton, NJ2026-10-21
Private Wealth Management Group, LLC
28$3.1K0.0%ETFLowPrinceton, NJ2026-10-19
Cranbrook Wealth Management, LLC
28$3.1K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Smallwood Wealth Investment Management, LLC
27$3.0K0.0%ETFVery LowRed Bank, NJ2026-10-30
Financial Consulate, Inc
26$2.9K0.0%ETFLowHunt Valley, MD2026-10-23
Bell Investment Advisors, Inc
24$2.7K0.0%ETFVery LowOrinda, CA2026-10-29
KFG LLC
24$2.7K0.0%ETFN/ARapid City, SD2026-11-02
UMB Private Wealth Management, LLC
22$2.4K0.0%GrowthN/AKansas City, MO2026-10-19
Ares Financial Consulting, LLC
22$2.4K0.0%CoreLowCalabasas, CA2026-10-19
Albion Financial Group
22$2.4K0.0%GrowthLowSalt Lake City, UT2026-10-21
Gilpin Wealth Management, LLC
21$2.3K0.0%GrowthLowDenver, CO2026-10-09
Creative Capital Management Investments LLC
21$2.3K0.0%ETFLowSan Diego, CA2026-10-28
Birch Financial Group, LLC
21$2.3K0.0%CoreLowKeene, NH2026-10-27
Bullock Wealth Management Group
20$2.2K0.0%GrowthLowBloomington, IN2026-10-09
DiNuzzo Private Wealth, Inc.
20$2.2K0.0%ETFLowBeaver, PA2026-10-16
Farmers & Merchants Investments Inc
20$2.2K0.0%CoreVery LowLincoln, NE2026-10-22
Trust Co
20$2.2K0.0%ETFVery LowManhattan, KS2026-10-09
Strengthening Families & Communities, LLC
20$2.2K0.0%CoreMediumBoston, MA2026-10-21
Rachor Investment Advisory Services, LLC
19$2.1K0.0%ETFVery LowLinden, MI2026-10-29
Compass Wealth Management LLC
18$2.0K0.0%GARPLowGuilford, CT2026-10-22
William Mack & Associates, Inc.
18$2.0K0.0%ETFLowTroy, MI2026-10-27
Creative Financial Designs Inc
17$1.9K0.0%ETFMediumKokomo, IN2026-11-04
Laurel Wealth Advisors LLC
17$1.9K0.0%CoreVery LowCharlotte, NC2026-10-27
Beacon Investment Advisory Services, Inc.
17$1.9K0.0%GrowthLowMorristown, NJ2026-10-13
Hurley Capital, LLC
17$1.9K0.0%GARPMediumNew York, NY2026-11-05
Kimelman & Baird, LLC
17$1.9K0.0%CoreLowNew York, NY2026-11-03
Peoples Financial Services Corp.
16$1.8K0.0%CoreVery LowMoosic, PA2026-10-20
Planning Strategies Inc.
15$1.7K0.0%ETFN/ALancaster, PA2026-10-02
Tradewinds Capital Management, LLC
14$1.6K0.0%ETFVery HighBellingham, WA2026-10-23
Archer Investment Corp
14$1.6K0.0%CoreMediumCarmel, IN2026-11-05
Brown, Lisle Ings, Inc.
14$1.6K0.0%CoreVery LowProvidence, RI2026-10-16
Trust Co of Toledo NA
12$1.3K0.0%GrowthVery LowHolland, OH2026-10-16
Fairman Group, LLC
12$1.3K0.0%ETFLowChesterbrook, PA2026-10-26
Washington Trust Advisors, Inc.
12$1.3K0.0%GrowthLowWellesley, MA2026-10-22
Avion Wealth
12$10.0%ETFLowThe Woodlands, TX2026-11-04
High Note Wealth, LLC
11$1.2K0.0%ETFVery LowDeephaven, MN2026-10-27
Quaker Wealth Management, LLC
11$1.2K0.0%ETFMediumMoorestown, NJ2026-10-22
Hazlett, Burt & Watson, Inc.
11$10.0%CoreVery LowWheeling, WV2026-11-04
Fairscale Capital, LLC
11$1.2K0.0%GrowthVery LowNashua, NH2026-11-04
Union Savings Bank
10$1.1K0.0%CoreLowLitchfield, CT2026-10-14
Nvwm, LLC
10$1.1K0.0%GrowthMediumYardley, PA2026-10-14
Balance Wealth Partners LLC
10$1.1K0.0%ETFMediumWorthington, OH2026-10-27
Wolff Wiese Magana LLC
10$1.1K0.0%GrowthLowCarslbad, CA2026-10-15
Abound Wealth Management
9$9990.0%ETFVery LowFranklin, TN2026-10-26
Bare Financial Services, Inc
9$9990.0%ETFVery LowGap, PA2026-11-04
Rosenberg Matthew Hamilton
8$8870.0%ETFVery LowGrand Junction, CO2026-10-05
Evolution Wealth Management Inc.
7$7760.0%ETFMediumFort Myers, FL2026-10-28
Cornerstone National Bank & Trust Co
7$7800.0%ETFMediumPalatine, IL2026-10-20
Markowski Investments
7$7760.0%ETFN/ATampa, FL2026-10-30
Elevated Capital Advisors, LLC
7$7760.0%ETFMediumSandy, UT2026-11-04
Bfsg, LLC
6$6660.0%CoreLowIrvine, CA2026-10-30
American Capital Advisory, LLC
6$6660.0%ETFLowKetchum, ID2026-10-28
Proathlete Wealth Management LLC
6$6650.0%ETFVery LowBoca Raton, FL2026-10-15
WPG Advisers, LLC
6$6650.0%CoreLowBaltimore, MD2026-10-27
Center for Financial Planning, Inc.
6$6650.0%ETFLowSouthfied, MI2026-10-26
Golden State Wealth Management, LLC
6$7000.0%ETFMediumSanta Ana, CA2026-11-02
Key FInancial Inc
6$6650.0%ETFLowWest Chester, PA2026-11-02
Livelsberger Financial Advisory
5$5550.0%YieldVery LowAshland, OH2026-10-28
Burk Holdings LLC
5$5550.0%ETFVery LowTulsa, OK2026-11-05
CrossGen Wealth, LLC
5$5550.0%CoreVery LowGreenville, NC2026-10-30
Maryland Capital Advisors Inc.
5$5550.0%ETFVery LowChester, MD2026-10-15
Buck Wealth Strategies, LLC
5$5550.0%ValueMediumDenver, CO2026-10-28
CGC Financial Services, LLC
5$5550.0%ETFLowLake Oswego, OR2026-10-13
Signature Equity Partners, LLC
4$4440.0%GrowthMediumColumbus, OH2026-10-29
University of Texas S AM Investment Management Co
4$4440.0%CoreHighAustin, TX2026-11-03
TFC Financial Management, Inc.
4$4440.0%ETFVery LowBoston, MA2026-10-26
Dhjj Financial Advisors, Ltd.
4$4440.0%ETFVery LowNaperville, IL2026-10-23
Birchwood Financial Partners, Inc.
4$4440.0%ETFVery LowBloomington, MN2026-11-02
Hughes Financial Services, LLC
4$4360.0%ETFLowHerndon, VA2026-10-30
First Premier Bank
4$00.0%CoreVery LowSioux Falls, SD2026-10-13
Tsfg, LLC
3$00.0%ETFLowLake Forest, IL2026-10-23
Cape Investment Advisory, Inc.
3$3330.0%ETFLowMcdonough, GA2026-10-13
GoalVest Advisory LLC
3$3330.0%ETFMediumNew York, NY2026-10-02
Murphy & Mullick Capital Management Corp
3$3330.0%GrowthLowSmithtown, NY2026-11-02
Pacific Center for Financial Services
3$3330.0%ETFMediumDanville, CA2026-10-15
DecisionPoint Financial, LLC
3$3350.0%ETFVery LowMesa, AZ2026-10-27
Olistico Wealth, LLC
3$3330.0%GrowthVery LowTulsa, OK2026-10-05
Align Financial, LLC
3$3330.0%ETFVery LowHermantown, MN2026-10-16
Clark Wealth Partners
2$2220.0%ETFVery LowO'Fallon, IL2026-10-19
Hara Capital LLC
2$2220.0%Deep ValueMediumBellevue, WA2026-10-30
Kingdom Financial Group Llc.
2$2220.0%ETFMediumPeoria, AZ2026-11-04
Davis Capital Management
2$2220.0%CoreLowJacksonville, FL2026-10-08
Bay Harbor Wealth Management, LLC
2$2220.0%ETFMediumHunt Valley, MD2026-11-03
WestEnd Advisors, LLC
2$2220.0%ETFMediumCharlotte, NC2026-10-27
Kings Path Partners LLC
1$1110.0%ETFVery LowSugar Land, TX2026-10-21
Mcdonald Partners LLC
1$1110.0%CoreLowCleveland, OH2026-11-03
Marquette Asset Management, LLC
1$1110.0%ETFVery LowMinneapolis, MN2026-10-09
United Financial Planning Group LLC
1$1110.0%ETFHighHauppauge, NY2026-11-04
JFS Wealth Advisors, LLC
1$1110.0%ETFVery LowHermitage, PA2026-11-03
CKW Financial Group
1$00.0%ETFVery LowHonolulu, HI2026-10-29
Arlington Trust Co LLC
1$1110.0%ETFMediumBirmingham, AL2026-10-20