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Expand Energy Corp (EXE)

CUSIP: 165167735 | NYSE | Energy · Oil & Gas E&P | Large Cap | 1748 institutional holders

Quarters

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

Bank of New York Mellon Corp3,510,306
0.0% of portfolio›$295.2M
Dimensional Fund Advisors LP2,985,549
0.0% of portfolio›$251.1M
Canoe Financial LP1,742,706
1.8% of portfolio›$149.0M
Thrivent Financial for Lutherans1,098,115
0.3% of portfolio›$92.3M
Citigroup Inc914,369
0.0% of portfolio›$76.9M
Thompson Siegel & Walmsley LLC773,543
2.6% of portfolio›$65.0M
Mitsubishi UFJ Asset Management Co., Ltd.707,167
0.0% of portfolio›$59.5M
Sumitomo Mitsui Trust Group, Inc.556,817
0.0% of portfolio›$46.8M
Bank Julius Baer & Co. Ltd, Zurich537,137
0.1% of portfolio›$45.2M
Cambiar Investors LLC488,870
1.7% of portfolio›$41.1M
Schwartz Investment Counsel Inc470,720
1.4% of portfolio›$39.6M
Deprince Race & Zollo Inc466,115
0.7% of portfolio›$39.2M
Principal Financial Group Inc437,958
0.0% of portfolio›$36.8M
Retirement Systems of Alabama388,848
0.1% of portfolio›$32.7M
Virginia Retirement Systems ET Al261,100
0.1% of portfolio›$22.0M
King Luther Capital Management Corp211,106
0.1% of portfolio›$17.8M
Imc-Chicago, LLC207,352
0.0% of portfolio›$17.4M
Assenagon Asset Management S.A.198,065
0.0% of portfolio›$16.7M
New York State Teachers Retirement System185,138
0.1% of portfolio›$15.6M
Levin Capital Strategies, L.P.180,925
1.1% of portfolio›$15.2M
Moran Wealth Management, LLC169,544
0.4% of portfolio›$14.3M
Robeco Institutional Asset Management B.V.168,237
0.0% of portfolio›$14.1M
Wedge Capital Management L L P146,126
0.2% of portfolio›$12.3M
Strs Ohio145,981
0.0% of portfolio›$12.3M
Brooklands Fund Management Ltd134,190
1.4% of portfolio›$11.3M
Y-Intercept (Hong Kong) Ltd119,262
0.2% of portfolio›$10.0M
Trek Financial, LLC117,193
0.5% of portfolio›$9.9M
Bourgeon Capital Management LLC111,211
1.3% of portfolio›$9.4M
Creative Planning102,436
0.0% of portfolio›$8.6M
Asset Management One Co., Ltd.102,155
0.0% of portfolio›$8.6M
Pictet Asset Management Holding SA99,512
0.0% of portfolio›$8.4M
Mutual of America Capital Management LLC95,795
0.1% of portfolio›$8.1M
Adams Natural Resources Fund, Inc.88,500
0.9% of portfolio›$7.4M
CIBC Asset Management Inc78,302
0.0% of portfolio›$6.6M
Davidson Investment Advisors77,728
0.3% of portfolio›$6.5M
State of New Jersey Common Pension Fund D77,437
0.0% of portfolio›$6.5M
Howard Capital Management, LLC72,751
0.1% of portfolio›$6.1M
MacKenzie Financial Corp72,398
0.0% of portfolio›$6.1M
Arizona State Retirement System70,940
0.0% of portfolio›$6.0M
Viking Fund Management LLC70,000
0.5% of portfolio›$5.9M
State of Michigan Retirement System67,200
0.0% of portfolio›$5.7M
Czech National Bank66,517
0.0% of portfolio›$5.6M
Fifth Third Bancorp64,127
0.0% of portfolio›$5.4M
ABN Amro Investment Solutions63,286
0.0% of portfolio›$5.3M
Mirae Asset Global Investments Co., Ltd.61,385
0.0% of portfolio›$5.2M
IFM Investors Pty Ltd61,028
0.0% of portfolio›$5.1M
apricus wealth, LLC58,950
2.2% of portfolio›$5.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS51,147
0.0% of portfolio›$4.3M
Romano Brothers and Company50,059
0.4% of portfolio›$4.2M
PensionDanmark Pensionsforsikringsaktieselskab48,460
0.0% of portfolio›$4.1M
Daiwa Securities Group Inc.46,763
0.0% of portfolio›$3.9M
Woodstock Corp46,742
0.3% of portfolio›$3.9M
Neos Investment Management LLC42,477
0.0% of portfolio›$3.6M
Rakuten Investment Management, Inc.42,055
0.0% of portfolio›$3.5M
Elevation Point Wealth Partners, LLC41,966
0.1% of portfolio›$3.5M
Fifth Third Wealth Advisors LLC41,516
0.1% of portfolio›$3.5M
Swiss Life Asset Management Ltd41,385
0.0% of portfolio›$3.5M
Amalgamated Bank41,088
0.1% of portfolio›$3.5M
ProShare Advisors LLC40,639
0.0% of portfolio›$3.4M
KBC Group NV39,648
0.0% of portfolio›$3.3M
MH & Associates Securities Management Corp39,217
2.9% of portfolio›$3.3M
Xponance LLC38,926
0.0% of portfolio›$3.3M
AlphaCore Capital LLC38,113
0.1% of portfolio›$3.2M
GF Fund Management Co. Ltd.37,272
0.0% of portfolio›$3.1M
Jefferies Financial Group Inc.35,565
0.0% of portfolio›$3.0M
Oak Thistle LLC33,494
0.3% of portfolio›$2.8M
Sumitomo Mitsui DS Asset Management Company, Ltd33,494
0.0% of portfolio›$2.8M
Gradient Investments LLC32,919
0.0% of portfolio›$2.8M
New York Life Investment Management LLC32,283
0.0% of portfolio›$2.7M
UniSuper Management Pty Ltd30,428
0.0% of portfolio›$2.6M
Oregon Public Employees Retirement Fund28,445
0.0% of portfolio›$2.4M
Exchange Traded Concepts, LLC28,335
0.0% of portfolio›$2.4M
Candriam S.C.A.27,174
0.0% of portfolio›$2.3M
Murphy Pohlad Asset Management LLC26,618
0.8% of portfolio›$2.2M
Stanley-Laman Group, Ltd.26,289
0.2% of portfolio›$2.2M
DekaBank Deutsche Girozentrale26,156
0.0% of portfolio›$2.2K
Commonwealth Equity Services, LLC25,091
0.0% of portfolio›$2.1M
Retirement Planning Group, LLC24,420
0.1% of portfolio›$2.1M
Yousif Capital Management, LLC24,306
0.0% of portfolio›$2.0M
Simplex Trading, LLC24,199
0.0% of portfolio›$2.0M
State of Alaska, Department of Revenue21,931
0.0% of portfolio›$1.8M
Orca Wealth Management, LLC21,846
1.1% of portfolio›$1.8M
GAM Holding AG21,442
0.1% of portfolio›$1.8M
Wealth Enhancement Advisory Services, LLC19,643
0.0% of portfolio›$1.7M
Uhlmann Price Securities, LLC19,405
0.1% of portfolio›$1.6M
Donoghue Forlines LLC19,304
0.4% of portfolio›$1.6M
Oppenheimer Asset Management Inc.19,245
0.0% of portfolio›$1.6M
McAlvany Wealth Management LLC19,045
1.0% of portfolio›$1.6M
Pinnacle Associates LTD18,512
0.0% of portfolio›$1.6M
Kestra Advisory Services, LLC18,451
0.0% of portfolio›$1.6M
Inspire Investing, LLC18,328
0.1% of portfolio›$1.5M
Gulf International Bank (UK) Ltd18,093
0.1% of portfolio›$1.5M
Clear Harbor Asset Management, LLC17,984
0.1% of portfolio›$1.5M
Confluence Investment Management LLC17,899
0.0% of portfolio›$1.5M
Truist Financial Corp17,435
0.0% of portfolio›$1.5M
Quattro Financial Advisors LLC16,828
0.3% of portfolio›$1.4M
Nisa Investment Advisors, LLC16,756
0.0% of portfolio›$1.4M
Gateway Investment Advisers LLC16,696
0.0% of portfolio›$1.4M
Lanark Financial, Inc.16,335
0.1% of portfolio›$1.4M
ABC Arbitrage SA16,135
0.1% of portfolio›$1.4M
Fideuram Asset Management (Ireland) dac15,926
0.0% of portfolio›$1.4M
Vontobel Holding Ltd.15,345
0.0% of portfolio›$1.3M
D.A. Davidson & Co.15,020
0.0% of portfolio›$1.3M
Oppenheimer & Co Inc14,827
0.0% of portfolio›$1.2M
US Bancorp \de\14,779
0.0% of portfolio›$1.2M
Illinois Municipal Retirement Fund14,692
0.0% of portfolio›$1.2M
Tobam14,655
1.0% of portfolio›$1.2M
Point Nemo Capital, LLC14,655
0.6% of portfolio›$1.2M
Hohimer Wealth Management, LLC14,024
0.1% of portfolio›$1.2M
J. Safra Sarasin Holding AG13,745
0.0% of portfolio›$1.3M
Braun Stacey Associates Inc13,575
0.0% of portfolio›$1.1M
Maryland State Retirement & Pension System13,211
0.0% of portfolio›$1.1M
Davenport & Co LLC13,061
0.0% of portfolio›$1.1M
Hara Capital LLC12,550
0.5% of portfolio›$1.1M
Hartford Investment Management Co12,541
0.0% of portfolio›$1.1M
Fulcrum Asset Management LLP12,107
0.0% of portfolio›$1.0M
Cambridge Investment Research Advisors, Inc.12,005
0.0% of portfolio›$1.0M
New Mexico Educational Retirement Board11,800
0.0% of portfolio›$992.0K
Louisiana State Employees Retirement System11,400
0.0% of portfolio›$958.6K
Tokio Marine Asset Management Co LTD11,215
0.0% of portfolio›$943.1K
111 Capital10,971
0.1% of portfolio›$922.6K
Allspring Global Investments Holdings, LLC10,780
0.0% of portfolio›$926.6K
AMI Asset Management Corp10,718
0.1% of portfolio›$901.3K
Avior Wealth Management, LLC10,537
0.0% of portfolio›$886.1K
MGO One Seven LLC10,144
0.0% of portfolio›$853.0K
Iron Financial LLC9,972
0.3% of portfolio›$838.6K
Profund Advisors LLC9,605
0.0% of portfolio›$807.7K
Doliver Advisors, LP9,602
0.2% of portfolio›$807.4K
HB Wealth Management, LLC9,555
0.0% of portfolio›$488.0K
B. Metzler seel. Sohn & Co. AG9,253
0.0% of portfolio›$778.1K
Argos Wealth Advisors, LLC9,078
0.2% of portfolio›$763.4K
Quadrant Capital Group LLC8,749
0.0% of portfolio›$808.1K
Vise Technologies, Inc.8,727
0.0% of portfolio›$733.8K
Apollon Wealth Management, LLC8,364
0.0% of portfolio›$703.3K
Spirit of America Management Corp8,350
0.1% of portfolio›$702.2K
PKO Investment Management Joint-Stock Co8,100
0.0% of portfolio›$681.1K
Cidel Asset Management Inc8,054
0.0% of portfolio›$677.3K
Salem Investment Counselors Inc7,992
0.0% of portfolio›$672.0K
Ethic Inc.7,967
0.0% of portfolio›$669.9K
Hennessy Advisors Inc7,456
0.0% of portfolio›$627.0K
Aafmaa Wealth Management & Trust LLC7,121
0.2% of portfolio›$598.8K
HUB Investment Partners, LLC6,936
0.0% of portfolio›$583.3K
Park Avenue Securities LLC6,896
0.0% of portfolio›$580.0K
North Dakota State Investment Board6,891
0.0% of portfolio›$579.5K
Grove Bank & Trust6,768
0.1% of portfolio›$569.1K
Alps Advisors Inc6,592
0.0% of portfolio›$554.3K
WealthTrust Asset Management, LLC6,558
0.3% of portfolio›$551.5K
Investors Research Corp6,550
0.1% of portfolio›$550.8K
Sterling Capital Management LLC6,349
0.0% of portfolio›$533.9K
Farther Finance Advisors, LLC6,342
0.0% of portfolio›$533.3K
Independence Bank of Kentucky6,295
0.1% of portfolio›$529.3K
Sanders Morris Harris LLC6,255
0.1% of portfolio›$541.3K
Gamma Investing LLC6,236
0.0% of portfolio›$524.4K
Marathon Capital Management6,184
0.1% of portfolio›$520.0K
Sowell Financial Services LLC6,117
0.0% of portfolio›$514.4K
CWA Asset Management Group, LLC6,002
0.0% of portfolio›$504.7K
Atria Investments, Inc6,000
0.0% of portfolio›$504.5K
Evergreen Capital Management LLC5,918
0.0% of portfolio›$497.6K
Wedmont Private Capital5,867
0.0% of portfolio›$521.4K
Chesley Taft & Associates LLC5,737
0.0% of portfolio›$482.4K
Split Creek LLC DBA Split Creek Capital LLC5,386
0.4% of portfolio›$452.9K
BI Asset Management Fondsmaeglerselskab A/S5,304
0.0% of portfolio›$446.0K
Tema Etfs LLC5,271
0.0% of portfolio›$443.2K
Wealthcare Advisory Partners LLC4,992
0.0% of portfolio›$419.8K
Crossmark Global Holdings, Inc.4,964
0.0% of portfolio›$417.4K
Pekin Hardy Strauss, Inc.4,875
0.0% of portfolio›$409.9K
Miller Global Investments, LLC4,873
0.3% of portfolio›$409.8K
Caitong International Asset Management Co., Ltd4,779
0.0% of portfolio›$401.9K
Oslo Pensjonsforsikring AS4,618
0.0% of portfolio›$388.3K
Central Trust Co4,595
0.0% of portfolio›$386.4K
Credit Capital Investments LLC4,520
0.2% of portfolio›$380.1K
Vest Financial, LLC4,462
0.0% of portfolio›$375.2K
OpenArc Corporate Advisory, LLC4,461
0.0% of portfolio›$375.1K
Philip James Wealth Mangement, LLC4,443
0.0% of portfolio›$373.7K
Pension & Wealth Management Advisors, Inc.4,212
0.1% of portfolio›$354.2K
VestGen Advisors, LLC3,963
0.0% of portfolio›$333.3K
SevenBridge Financial Group, LLC3,868
0.1% of portfolio›$358.4K
V-Square Quantitative Management LLC3,861
0.0% of portfolio›$324.7K
Citizens Financial Group Inc3,786
0.0% of portfolio›$318.4K
Simplicity Wealth,LLC3,775
0.0% of portfolio›$317.5K
Verdence Capital Advisors LLC3,758
0.0% of portfolio›$316.0K
Deltec Asset Management LLC3,718
0.0% of portfolio›$312.6K
Ritholtz Wealth Management3,701
0.0% of portfolio›$311.2K
Cullen T Bankers, Inc.3,631
0.0% of portfolio›$305.3K
Symmetry Partners, LLC3,577
0.0% of portfolio›$300.8K
AGF Management LTD3,493
0.0% of portfolio›$293.7K
Montgomery Investment Management Inc3,390
0.1% of portfolio›$285.1K
Kingswood Wealth Advisors, LLC3,273
0.0% of portfolio›$275.2K
Bokf, NA3,255
0.0% of portfolio›$273.7K
Gallacher Capital Management LLC3,228
0.2% of portfolio›$271.4K
Applied Finance Capital Management, LLC3,200
0.0% of portfolio›$269.1K
Choreo, LLC3,177
0.0% of portfolio›$267.2K
Cooper Financial Group3,124
0.0% of portfolio›$262.7K
Parallel Advisors, LLC3,107
0.0% of portfolio›$261.3K
M.E. Allison & Co., Inc.3,105
0.1% of portfolio›$261.1K
Greenleaf Trust3,059
0.0% of portfolio›$257.2K
Privium Fund Management B.V.3,046
0.0% of portfolio›$256.1K
Chickasaw Capital Management LLC3,034
0.0% of portfolio›$255.1K
Hardin Capital Partners, LLC2,954
0.1% of portfolio›$248.4K
Anchyra Partners LLC2,708
0.0% of portfolio›$227.7K
Destiny Wealth Partners, LLC2,669
0.0% of portfolio›$238.8K
Paragon Advisors, LLC2,649
0.0% of portfolio›$222.8K
SAX Wealth Advisors, LLC2,640
0.0% of portfolio›$222.0K
Mraz, Amerine & Associates, Inc.2,601
0.0% of portfolio›$218.7K
Alpine Bank Wealth Management2,587
0.0% of portfolio›$217.5K
Private Client Services, LLC2,566
0.1% of portfolio›$215.8K
Teza Capital Management LLC2,557
0.2% of portfolio›$215.0K
Wedbush Securities Inc2,553
0.0% of portfolio›$215.0K
SteelPeak Wealth, LLC2,476
0.0% of portfolio›$208.2K
Oak Harvest Investment Services2,458
0.0% of portfolio›$206.7K
Pinnacle Wealth Planning Services, Inc.2,405
0.0% of portfolio›$202.2K
Washburn Capital Management, Inc.2,400
0.1% of portfolio›$201.8K
Wealth Alliance Advisory Group, LLC2,387
0.0% of portfolio›$200.7K
Chicago Partners Investment Group LLC2,362
0.0% of portfolio›$220.2K
Guidance Capital, Inc2,323
0.0% of portfolio›$207.9K
Foster Victor Wealth Advisors, LLC2,193
0.0% of portfolio›$203.8K
Covestor Ltd2,184
0.3% of portfolio›$184.0K
Assetmark, Inc2,133
0.0% of portfolio›$179.3K
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,025
0.0% of portfolio›$170.3K
Signaturefd, LLC2,016
0.0% of portfolio›$169.5K
TD Private Client Wealth LLC1,803
0.0% of portfolio›$151.6K
Fortitude Family Office, LLC1,674
0.0% of portfolio›$140.8K
Stone House Investment Management, LLC1,617
0.0% of portfolio›$136.0K
Hazlett, Burt & Watson, Inc.1,610
0.1% of portfolio›$118.0K
Livforsakringsbolaget Skandia, Omsesidigt1,556
0.0% of portfolio›$303.5K
Generali Investments, Management Co LLC1,534
0.0% of portfolio›$129.0K
Deseret Mutual Benefit Administrators1,515
0.0% of portfolio›$127.4K
FNY Investment Advisers, LLC1,500
0.1% of portfolio›$126.0K
Canton Hathaway, LLC1,500
0.0% of portfolio›$126.1K
Essential Partners LLC1,496
0.1% of portfolio›$125.8K
EverSource Wealth Advisors, LLC1,439
0.0% of portfolio›$121.0K
Larson Financial Group LLC1,410
0.0% of portfolio›$118.6K
Blue Trust, Inc.1,322
0.0% of portfolio›$111.2K
Leonteq Securities AG1,301
0.0% of portfolio›$109.4K
State of Wyoming1,247
0.0% of portfolio›$104.9K
Oakworth Capital, Inc.1,244
0.0% of portfolio›$104.6K
Meriwether Wealth & Planning, LLC1,225
0.0% of portfolio›$103.0K
AlphaCentric Advisors LLC1,092
0.1% of portfolio›$91.8K
Heritage Family Offices, LLP958
0.0% of portfolio›$80.6K
Versant Capital Management, Inc950
0.0% of portfolio›$79.9K
Jacobi Capital Management LLC889
0.0% of portfolio›$74.8K
Payden & Rygel853
0.0% of portfolio›$72.0K
Nfsg Corp800
0.0% of portfolio›$67.3K
CX Institutional758
0.0% of portfolio›$64
Raiffeisen Bank International AG734
0.0% of portfolio›$61.8K
Chilton Capital Management LLC731
0.0% of portfolio›$61.5K
Elyxium Wealth, LLC703
0.0% of portfolio›$59.1K
SBI Securities Co., Ltd.644
0.0% of portfolio›$54.2K
Mather Group, Llc.643
0.0% of portfolio›$54.0K
Root Financial Partners, LLC623
0.0% of portfolio›$52.4K
IFP Advisors, Inc621
0.0% of portfolio›$52.2K
TD Waterhouse Canada Inc.539
0.0% of portfolio›$46.3K
Axiom Investment Management LLC519
0.0% of portfolio›$43.6K
Adirondack Trust Co500
0.0% of portfolio›$42.0K
Murphy & Mullick Capital Management Corp500
0.0% of portfolio›$42.0K
Burkett Financial Services, LLC500
0.0% of portfolio›$42.0K
Ascentis Wealth Management, LLC491
0.0% of portfolio›$41.3K
Compass Financial Management LLC479
0.0% of portfolio›$40.3K
Pathway Financial Advisers, LLC440
0.0% of portfolio›$37.0K
Costello Asset Management, Inc392
0.0% of portfolio›$33.0K
Key FInancial Inc368
0.0% of portfolio›$30.9K
Harbor Investment Advisory, LLC363
0.0% of portfolio›$30.5K
MassMutual Private Wealth & Trust, FSB355
0.0% of portfolio›$29.9K
Parkside Financial Bank & Trust346
0.0% of portfolio›$29.1K
Abound Wealth Management335
0.0% of portfolio›$28.2K
Ares Financial Consulting, LLC332
0.0% of portfolio›$27.9K
Ascentis Independent Advisors312
0.0% of portfolio›$26.2K
Eastern Bank300
0.0% of portfolio›$25.2K
University of Texas S AM Investment Management Co272
0.0% of portfolio›$22.9K
True Wealth Design, LLC267
0.0% of portfolio›$22.5K
Union Bancaire Privee, UBP SA242
0.0% of portfolio›$18.0K
Armstrong Advisory Group, Inc231
0.0% of portfolio›$19.4K
Silver Grove Financial Group, Inc.227
0.0% of portfolio›$19.1K
SJS Investment Consulting Inc.208
0.0% of portfolio›$17.5K
First Bancorp, Inc200
0.0% of portfolio›$16.8K
Thompson Investment Management, Inc.200
0.0% of portfolio›$16.8K
Bangor Savings Bank200
0.0% of portfolio›$16.8K
Private Wealth Management Group, LLC153
0.0% of portfolio›$12.9K
Indiana Trust & Investment Management Co150
0.0% of portfolio›$12.6K
Highline Wealth Partners LLC149
0.0% of portfolio›$12.5K
Salomon & Ludwin, LLC147
0.0% of portfolio›$12.4K
JFS Wealth Advisors, LLC146
0.0% of portfolio›$12.3K
James T. Borello RIA142
0.0% of portfolio›$11.9K
Private Trust Co NA133
0.0% of portfolio›$11.2K
Farmers & Merchants Investments Inc130
0.0% of portfolio›$10.9K
First United Bank & Trust120
0.0% of portfolio›$10.1K
Pinnacle Bancorp, Inc.113
0.0% of portfolio›$9.5K
Vision Financial Markets LLC104
0.0% of portfolio›$8.9K
Financial Consulate, Inc103
0.0% of portfolio›$8.7K
Trust Co of Vermont100
0.0% of portfolio›$8.4K
Elevation Wealth Partners, LLC96
0.0% of portfolio›$8.1K
Wilkerson Advisory Group LLC82
0.0% of portfolio›$6.9K
Creative Capital Management Investments LLC77
0.0% of portfolio›$6.5K
Cedar Mountain Advisors, LLC75
0.0% of portfolio›$6.3K
Cape Investment Advisory, Inc.74
0.0% of portfolio›$6.2K
Jnba Financial Advisors70
0.0% of portfolio›$5.9K
Peoples Financial Services Corp.70
0.0% of portfolio›$5.9K
PFS Partners, LLC69
0.0% of portfolio›$5.8K
Cromwell Holdings LLC66
0.0% of portfolio›$5.6K
Owl Creek Wealth Partners LLC53
0.0% of portfolio›$4.5K
Smallwood Wealth Investment Management, LLC51
0.0% of portfolio›$4.3K
Capital Advisors, Ltd. LLC49
0.0% of portfolio›$4
Bare Financial Services, Inc48
0.0% of portfolio›$4.0K
Bay Harbor Wealth Management, LLC48
0.0% of portfolio›$4.0K
Valued Wealth Advisors LLC47
0.0% of portfolio›$4.0K
Asset Planning,Inc46
0.0% of portfolio›$3.8K
Rakuten Securities, Inc.46
0.0% of portfolio›$3.9K
Financial Management Professionals, Inc.45
0.0% of portfolio›$3.8K
Clark Wealth Partners44
0.0% of portfolio›$3.7K
Entrust Financial LLC43
0.0% of portfolio›$3.6K
Retirement Wealth Solutions LLC43
0.0% of portfolio›$3.6K
Bell Investment Advisors, Inc40
0.0% of portfolio›$3.4K
CoreCap Advisors, LLC39
0.0% of portfolio›$3.3K
Putney Financial Group LLC33
0.0% of portfolio›$2.8K
Hughes Financial Services, LLC33
0.0% of portfolio›$3.0K
MV Capital Management, Inc.32
0.0% of portfolio›$2.7K
Rossby Financial, LCC30
0.0% of portfolio›$2.5K
Gilpin Wealth Management, LLC29
0.0% of portfolio›$2.4K
Olistico Wealth, LLC24
0.0% of portfolio›$2.0K
Contravisory Investment Management, Inc.21
0.0% of portfolio›$1.8K
Arlington Trust Co LLC20
0.0% of portfolio›$1.7K
Physician Wealth Advisors, Inc.18
0.0% of portfolio›$1.5K
Security National Bank16
0.0% of portfolio›$1.3K
Cdkv Holdings LLC16
0.0% of portfolio›$1.3K
Avion Wealth16
0.0% of portfolio›$1
Accordant Advisory Group Inc15
0.0% of portfolio›$1.3K
Signature Equity Partners, LLC15
0.0% of portfolio›$1.3K
WPG Advisers, LLC14
0.0% of portfolio›$1.2K
Advocate Investing Services LLC14
0.0% of portfolio›$1.2K
Washington Trust Advisors, Inc.13
0.0% of portfolio›$1.1K
Financial Network Wealth Advisors LLC13
0.0% of portfolio›$1.1K
Buck Wealth Strategies, LLC11
0.0% of portfolio›$925
American Capital Advisory, LLC10
0.0% of portfolio›$841
Planning Strategies Inc.10
0.0% of portfolio›$841
William Mack & Associates, Inc.9
0.0% of portfolio›$757
Davis Capital Management8
0.0% of portfolio›$673
Torren Management, LLC7
0.0% of portfolio›$603
DecisionPoint Financial, LLC7
0.0% of portfolio›$602
Kingdom Financial Group Llc.7
0.0% of portfolio›$576
Nova Financial LLC7
0.0% of portfolio›$589
Spire Wealth Management7
0.0% of portfolio›$590
Tounjian Advisory Partners, LLC6
0.0% of portfolio›$524
Quaker Wealth Management, LLC6
0.0% of portfolio›$505
TFC Financial Management, Inc.5
0.0% of portfolio›$421
UMB Private Wealth Management, LLC4
0.0% of portfolio›$336
Triumph Capital Management3
0.0% of portfolio›$252
Trust Co3
0.0% of portfolio›$252
Provenance Wealth Advisors, LLC3
0.0% of portfolio›$252
Valley National Advisers Inc3
0.0% of portfolio›$253
3 Factor Indexing, LLC2
0.0% of portfolio›$169
Maryland Capital Advisors Inc.2
0.0% of portfolio›$169
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
3,510,306$295.2M0.0%CoreLowNew York, NY2026-11-05
Dimensional Fund Advisors LP
2,985,549$251.1M0.0%IndexLowAustin, TX2026-11-04
Canoe Financial LP
1,742,706$149.0M1.8%ValueMediumCalgary, Abu Dhabi2026-10-21
Thrivent Financial for Lutherans
1,098,115$92.3M0.3%GARPMediumMinneapolis, MN2026-11-05
Citigroup Inc
914,369$76.9M0.0%CoreMediumNew York, NY2026-11-04
Thompson Siegel & Walmsley LLC
773,543$65.0M2.6%Deep ValueMediumRichmond, VA2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
707,167$59.5M0.0%IndexVery LowTokyo, Mexico2026-11-05
Sumitomo Mitsui Trust Group, Inc.
556,817$46.8M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
537,137$45.2M0.1%GrowthMediumZurich, Switzerland2026-10-29
Cambiar Investors LLC
488,870$41.1M1.7%ValueMediumDenver, CO2026-11-04
Schwartz Investment Counsel Inc
470,720$39.6M1.4%GrowthMediumPlymouth, MI2026-10-26
Deprince Race & Zollo Inc
466,115$39.2M0.7%Deep ValueHighWinter Park, FL2026-10-13
Principal Financial Group Inc
437,958$36.8M0.0%CoreLowDes Moines, IA2026-11-02
Retirement Systems of Alabama
388,848$32.7M0.1%IndexLowMontgomery, AL2026-11-04
Virginia Retirement Systems ET Al
261,100$22.0M0.1%CoreMediumRichmond, VA2026-10-28
King Luther Capital Management Corp
211,106$17.8M0.1%CoreLowFort Worth, TX2026-11-05
Imc-Chicago, LLC
207,352$17.4M0.0%GARPVery HighChicago, IL2026-11-05
Assenagon Asset Management S.A.
198,065$16.7M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
New York State Teachers Retirement System
185,138$15.6M0.1%CoreVery LowAlbany, NY2026-10-22
Levin Capital Strategies, L.P.
180,925$15.2M1.1%ValueMediumNew York, NY2026-11-02
Moran Wealth Management, LLC
169,544$14.3M0.4%CoreMediumNaples, FL2026-10-22
Robeco Institutional Asset Management B.V.
168,237$14.1M0.0%CoreMediumRotterdam, Philippines2026-10-20
Wedge Capital Management L L P
146,126$12.3M0.2%ValueMediumCharlotte, NC2026-10-13
Strs Ohio
145,981$12.3M0.0%CoreMediumColumbus, OH2026-10-30
Brooklands Fund Management Ltd
134,190$11.3M1.4%GARPHighLondon, United Kingdom2026-10-28
Y-Intercept (Hong Kong) Ltd
119,262$10.0M0.2%ValueVery HighHong Kong, South Korea2026-10-16
Trek Financial, LLC
117,193$9.9M0.5%ETFHighScottsdale, AZ2026-10-29
Bourgeon Capital Management LLC
111,211$9.4M1.3%CoreMediumDarien, CT2026-10-19
Creative Planning
102,436$8.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Asset Management One Co., Ltd.
102,155$8.6M0.0%IndexVery LowTokyo, Mexico2026-10-27
Pictet Asset Management Holding SA
99,512$8.4M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Mutual of America Capital Management LLC
95,795$8.1M0.1%IndexLowNew York, NY2026-10-23
Adams Natural Resources Fund, Inc.
88,500$7.4M0.9%GARPMediumBaltimore, MD2026-10-21
CIBC Asset Management Inc
78,302$6.6M0.0%GARPLowToronto, South Africa2026-11-05
Davidson Investment Advisors
77,728$6.5M0.3%CoreLowGreat Falls, MT2026-10-20
State of New Jersey Common Pension Fund D
77,437$6.5M0.0%CoreLowTrenton, NJ2026-11-05
Howard Capital Management, LLC
72,751$6.1M0.1%ETFHighAlpharetta, GA2026-10-16
MacKenzie Financial Corp
72,398$6.1M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Arizona State Retirement System
70,940$6.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
Viking Fund Management LLC
70,000$5.9M0.5%YieldMediumMinot, ND2026-10-14
State of Michigan Retirement System
67,200$5.7M0.0%IndexLowEast Lansing, MI2026-10-27
Czech National Bank
66,517$5.6M0.0%IndexVery LowPrague, Bahrain2026-10-13
Fifth Third Bancorp
64,127$5.4M0.0%IndexVery LowCincinnati, OH2026-11-05
ABN Amro Investment Solutions
63,286$5.3M0.0%GrowthLowParis Cedex 008, India2026-10-21
Mirae Asset Global Investments Co., Ltd.
61,385$5.2M0.0%GrowthLowSeoul, Malaysia2026-11-03
IFM Investors Pty Ltd
61,028$5.1M0.0%IndexVery LowMelbourne, China2026-10-14
apricus wealth, LLC
58,950$5.0M2.2%YieldMediumBeaufort, SC2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
51,147$4.3M0.0%CoreLowHarrisburg, PA2026-11-03
Romano Brothers and Company
50,059$4.2M0.4%CoreLowEvanston, IL2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
48,460$4.1M0.0%IndexLowCopenhagen O, Greece2026-10-19
Daiwa Securities Group Inc.
46,763$3.9M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Woodstock Corp
46,742$3.9M0.3%CoreVery LowBoston, MA2026-10-13
Neos Investment Management LLC
42,477$3.6M0.0%IndexVery LowWestport, CT2026-11-04
Rakuten Investment Management, Inc.
42,055$3.5M0.0%ETFMediumTokyo, Mexico2026-10-30
Elevation Point Wealth Partners, LLC
41,966$3.5M0.1%CoreHighDenver, CO2026-11-05
Fifth Third Wealth Advisors LLC
41,516$3.5M0.1%IndexVery LowCincinnati, OH2026-10-22
Swiss Life Asset Management Ltd
41,385$3.5M0.0%CoreLowZurich, Switzerland2026-11-03
Amalgamated Bank
41,088$3.5M0.1%CoreVery LowNew York, NY2026-10-23
ProShare Advisors LLC
40,639$3.4M0.0%GrowthLowBethesda, MD2026-10-29
KBC Group NV
39,648$3.3M0.0%CoreMediumBrussels, Czech Republic2026-10-22
MH & Associates Securities Management Corp
39,217$3.3M2.9%YieldLowCarlsbad, CA2026-10-30
Xponance LLC
38,926$3.3M0.0%IndexVery LowPhiladelphia, PA2026-11-03
AlphaCore Capital LLC
38,113$3.2M0.1%ETFLowLa Jolla, CA2026-11-04
GF Fund Management Co. Ltd.
37,272$3.1M0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Jefferies Financial Group Inc.
35,565$3.0M0.0%CoreVery HighNew York, NY2026-11-05
Oak Thistle LLC
33,494$2.8M0.3%ValueVery HighNew York, NY2026-10-21
Sumitomo Mitsui DS Asset Management Company, Ltd
33,494$2.8M0.0%IndexVery LowTokyo, Mexico2026-10-20
Gradient Investments LLC
32,919$2.8M0.0%CoreMediumArden Hills, MN2026-10-08
New York Life Investment Management LLC
32,283$2.7M0.0%GrowthLowNew York, NY2026-11-04
UniSuper Management Pty Ltd
30,428$2.6M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Oregon Public Employees Retirement Fund
28,445$2.4M0.0%IndexVery LowTigard, OR2026-10-30
Exchange Traded Concepts, LLC
28,335$2.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Candriam S.C.A.
27,174$2.3M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Murphy Pohlad Asset Management LLC
26,618$2.2M0.8%ValueLowEden Prairie, MN2026-10-22
Stanley-Laman Group, Ltd.
26,289$2.2M0.2%GrowthMediumBerwyn, PA2026-10-20
DekaBank Deutsche Girozentrale
26,156$2.2K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Commonwealth Equity Services, LLC
25,091$2.1M0.0%ETFLowWaltham, MA2026-11-02
Retirement Planning Group, LLC
24,420$2.1M0.1%ETFVery LowLeawood, KS2026-10-19
Yousif Capital Management, LLC
24,306$2.0M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Simplex Trading, LLC
24,199$2.0M0.0%CoreVery HighChicago, IL2026-11-04
State of Alaska, Department of Revenue
21,931$1.8M0.0%CoreVery LowJuneau, AK2026-10-15
Orca Wealth Management, LLC
21,846$1.8M1.1%GARPLowNew Port Richey, FL2026-10-14
GAM Holding AG
21,442$1.8M0.1%CoreMediumZurich, Switzerland2026-11-03
Wealth Enhancement Advisory Services, LLC
19,643$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Uhlmann Price Securities, LLC
19,405$1.6M0.1%Agg GrowthLowSkokie, IL2026-11-03
Donoghue Forlines LLC
19,304$1.6M0.4%CoreVery HighBoston, MA2026-11-02
Oppenheimer Asset Management Inc.
19,245$1.6M0.0%CoreMediumNew York, NY2026-10-27
McAlvany Wealth Management LLC
19,045$1.6M1.0%GARPMediumDurango, CO2026-10-29
Pinnacle Associates LTD
18,512$1.6M0.0%CoreLowNew York, NY2026-10-20
Kestra Advisory Services, LLC
18,451$1.6M0.0%CoreLowAustin, TX2026-11-02
Inspire Investing, LLC
18,328$1.5M0.1%GARPHighMeridian, ID2026-10-22
Gulf International Bank (UK) Ltd
18,093$1.5M0.1%CoreVery LowLondon, United Kingdom2026-10-20
Clear Harbor Asset Management, LLC
17,984$1.5M0.1%CoreLowStamford, CT2026-11-05
Confluence Investment Management LLC
17,899$1.5M0.0%ValueMediumSt. Louis, MO2026-10-01
Truist Financial Corp
17,435$1.5M0.0%CoreLowCharlotte, NC2026-10-30
Quattro Financial Advisors LLC
16,828$1.4M0.3%ETFMediumMontgomery, TX2026-10-15
Nisa Investment Advisors, LLC
16,756$1.4M0.0%IndexVery LowSt. Louis, MO2026-10-20
Gateway Investment Advisers LLC
16,696$1.4M0.0%GrowthLowCincinnati, OH2026-10-13
Lanark Financial, Inc.
16,335$1.4M0.1%CoreMediumBirmingham, AL2026-10-26
ABC Arbitrage SA
16,135$1.4M0.1%YieldVery HighParis, India2026-10-23
Fideuram Asset Management (Ireland) dac
15,926$1.4M0.0%CoreHighDublin 1, Lithuania2026-10-29
Vontobel Holding Ltd.
15,345$1.3M0.0%CoreMediumZurich, Switzerland2026-10-16
D.A. Davidson & Co.
15,020$1.3M0.0%CoreLowGreat Falls, MT2026-10-28
Oppenheimer & Co Inc
14,827$1.2M0.0%CoreLowNew York, NY2026-10-26
US Bancorp \de\
14,779$1.2M0.0%IndexLowMinneapolis, MN2026-11-05
Illinois Municipal Retirement Fund
14,692$1.2M0.0%CoreMediumOak Brook, IL2026-11-05
Tobam
14,655$1.2M1.0%ValueHighParis, India2026-11-03
Point Nemo Capital, LLC
14,655$1.2M0.6%GARPVery HighDripping Springs, TX2026-11-03
Hohimer Wealth Management, LLC
14,024$1.2M0.1%CoreHighSeattle, WA2026-11-04
J. Safra Sarasin Holding AG
13,745$1.3M0.0%CoreMediumBasel, Switzerland2026-10-26
Braun Stacey Associates Inc
13,575$1.1M0.0%MomentumMediumNew York, NY2026-10-19
Maryland State Retirement & Pension System
13,211$1.1M0.0%IndexVery LowBaltimore, MD2026-11-05
Davenport & Co LLC
13,061$1.1M0.0%CoreMediumRichmond, VA2026-10-14
Hara Capital LLC
12,550$1.1M0.5%Deep ValueMediumBellevue, WA2026-10-30
Hartford Investment Management Co
12,541$1.1M0.0%IndexVery LowHartford, CT2026-11-04
Fulcrum Asset Management LLP
12,107$1.0M0.0%CoreMediumLondon, United Kingdom2026-11-04
Cambridge Investment Research Advisors, Inc.
12,005$1.0M0.0%ETFLowFairfield, IA2026-11-02
New Mexico Educational Retirement Board
11,800$992.0K0.0%IndexVery LowSanta Fe, NM2026-11-05
Louisiana State Employees Retirement System
11,400$958.6K0.0%IndexLowBaton Rouge, LA2026-10-20
Tokio Marine Asset Management Co LTD
11,215$943.1K0.0%GrowthLowTokyo, Mexico2026-10-26
111 Capital
10,971$922.6K0.1%CoreVery HighParis, India2026-11-03
Allspring Global Investments Holdings, LLC
10,780$926.6K0.0%CoreMediumCharlotte, NC2026-11-04
AMI Asset Management Corp
10,718$901.3K0.1%GrowthMediumLos Angeles, CA2026-10-20
Avior Wealth Management, LLC
10,537$886.1K0.0%ETFMediumOmaha, NE2026-10-13
MGO One Seven LLC
10,144$853.0K0.0%GrowthLowBeachwood, OH2026-10-28
Iron Financial LLC
9,972$838.6K0.3%ETFLowNorthbrook, IL2026-10-23
Profund Advisors LLC
9,605$807.7K0.0%GrowthLowBethesda, MD2026-10-29
Doliver Advisors, LP
9,602$807.4K0.2%GARPLowHouston, TX2026-10-01
HB Wealth Management, LLC
9,555$488.0K0.0%IndexVery LowAtlanta, GA2026-10-23
B. Metzler seel. Sohn & Co. AG
9,253$778.1K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Argos Wealth Advisors, LLC
9,078$763.4K0.2%GrowthLowSacramento, CA2026-11-02
Quadrant Capital Group LLC
8,749$808.1K0.0%CoreLowCincinnati, OH2026-10-20
Vise Technologies, Inc.
8,727$733.8K0.0%IndexLowNew York, NY2026-10-29
Apollon Wealth Management, LLC
8,364$703.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Spirit of America Management Corp
8,350$702.2K0.1%GARPLowSyosset, NY2026-10-14
PKO Investment Management Joint-Stock Co
8,100$681.1K0.0%GrowthMediumWarsaw, Russia2026-10-19
Cidel Asset Management Inc
8,054$677.3K0.0%CoreMediumToronto, Australia2026-10-29
Salem Investment Counselors Inc
7,992$672.0K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Ethic Inc.
7,967$669.9K0.0%CoreLowNew York, NY2026-11-03
Hennessy Advisors Inc
7,456$627.0K0.0%Deep ValueMediumNovato, CA2026-10-28
Aafmaa Wealth Management & Trust LLC
7,121$598.8K0.2%ETFMediumFayetteville, NC2026-10-14
HUB Investment Partners, LLC
6,936$583.3K0.0%GrowthLowAustin, TX2026-11-03
Park Avenue Securities LLC
6,896$580.0K0.0%ETFMediumNew York, NY2026-10-26
North Dakota State Investment Board
6,891$579.5K0.0%GrowthMediumBismarck, ND2026-10-27
Grove Bank & Trust
6,768$569.1K0.1%ETFLowMiami, FL2026-10-08
Alps Advisors Inc
6,592$554.3K0.0%YieldLowDenver, CO2026-11-03
WealthTrust Asset Management, LLC
6,558$551.5K0.3%GARPMediumDestin, FL2026-10-22
Investors Research Corp
6,550$550.8K0.1%ETFLowAtlanta, GA2026-10-07
Sterling Capital Management LLC
6,349$533.9K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
6,342$533.3K0.0%IndexLowSan Francisco, CA2026-10-08
Independence Bank of Kentucky
6,295$529.3K0.1%GrowthLowOwensboro, KY2026-10-26
Sanders Morris Harris LLC
6,255$541.3K0.1%GARPLowHouston, TX2026-10-14
Gamma Investing LLC
6,236$524.4K0.0%IndexVery LowFoster City, CA2026-10-08
Marathon Capital Management
6,184$520.0K0.1%CoreLowHunt Valley, MD2026-10-23
Sowell Financial Services LLC
6,117$514.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
CWA Asset Management Group, LLC
6,002$504.7K0.0%CoreMediumNaples, FL2026-10-19
Atria Investments, Inc
6,000$504.5K0.0%CoreMediumCharlotte, NC2026-10-15
Evergreen Capital Management LLC
5,918$497.6K0.0%GARPMediumBellevue, WA2026-10-23
Wedmont Private Capital
5,867$521.4K0.0%IndexVery LowWest Chester, PA2026-10-09
Chesley Taft & Associates LLC
5,737$482.4K0.0%CoreLowChicago, IL2026-10-13
Split Creek LLC DBA Split Creek Capital LLC
5,386$452.9K0.4%CoreMediumNorth Garden, VA2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
5,304$446.0K0.0%CoreMediumKobenhavn, Greece2026-10-22
Tema Etfs LLC
5,271$443.2K0.0%GrowthMediumNew York, NY2026-10-16
Wealthcare Advisory Partners LLC
4,992$419.8K0.0%ETFLowWest Chester, PA2026-10-21
Crossmark Global Holdings, Inc.
4,964$417.4K0.0%GARPMediumHouston, TX2026-10-21
Pekin Hardy Strauss, Inc.
4,875$409.9K0.0%ValueMediumChicago, IL2026-11-02
Miller Global Investments, LLC
4,873$409.8K0.3%ValueMediumDallas, TX2026-10-02
Caitong International Asset Management Co., Ltd
4,779$401.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Oslo Pensjonsforsikring AS
4,618$388.3K0.0%ValueLowOslo, Norway2026-10-15
Central Trust Co
4,595$386.4K0.0%CoreLowJefferson City, MO2026-11-05
Credit Capital Investments LLC
4,520$380.1K0.2%GARPLowLivingston, NJ2026-10-22
Vest Financial, LLC
4,462$375.2K0.0%ValueMediumMclean, VA2026-10-21
OpenArc Corporate Advisory, LLC
4,461$375.1K0.0%GrowthLowAtlanta, GA2026-10-21
Philip James Wealth Mangement, LLC
4,443$373.7K0.0%YieldMediumMilton, GA2026-10-27
Pension & Wealth Management Advisors, Inc.
4,212$354.2K0.1%ETFLowWaltham, MA2026-10-16
VestGen Advisors, LLC
3,963$333.3K0.0%GrowthMediumChicago, IL2026-10-27
SevenBridge Financial Group, LLC
3,868$358.4K0.1%CoreLowHarrisburg, PA2026-10-26
V-Square Quantitative Management LLC
3,861$324.7K0.0%CoreLowChicago, IL2026-10-15
Citizens Financial Group Inc
3,786$318.4K0.0%GrowthLowProvidence, RI2026-10-23
Simplicity Wealth,LLC
3,775$317.5K0.0%ETFLowSummit, NJ2026-10-23
Verdence Capital Advisors LLC
3,758$316.0K0.0%CoreMediumHunt Valley, MD2026-10-26
Deltec Asset Management LLC
3,718$312.6K0.0%CoreMediumNew York, NY2026-10-26
Ritholtz Wealth Management
3,701$311.2K0.0%IndexLowNew York, NY2026-11-05
Cullen T Bankers, Inc.
3,631$305.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Symmetry Partners, LLC
3,577$300.8K0.0%ETFLowGlastonbury, CT2026-10-27
AGF Management LTD
3,493$293.7K0.0%GrowthHighToronto, Australia2026-11-03
Montgomery Investment Management Inc
3,390$285.1K0.1%GARPVery LowRockville, MD2026-10-26
Kingswood Wealth Advisors, LLC
3,273$275.2K0.0%GrowthLowSan Diego, CA2026-10-23
Bokf, NA
3,255$273.7K0.0%CoreLowTulsa, OK2026-10-27
Gallacher Capital Management LLC
3,228$271.4K0.2%ValueMediumLone Tree, CO2026-10-30
Applied Finance Capital Management, LLC
3,200$269.1K0.0%CoreMediumSan Juan, PR2026-11-03
Choreo, LLC
3,177$267.2K0.0%IndexLowRockford, IL2026-10-28
Cooper Financial Group
3,124$262.7K0.0%GrowthMediumIrvine, CA2026-10-07
Parallel Advisors, LLC
3,107$261.3K0.0%IndexLowSan Francisco, CA2026-11-03
M.E. Allison & Co., Inc.
3,105$261.1K0.1%CoreLowSan Antonio, TX2026-10-09
Greenleaf Trust
3,059$257.2K0.0%CoreLowKalamazoo, MI2026-10-29
Privium Fund Management B.V.
3,046$256.1K0.0%GrowthMediumAmsterdam, Philippines2026-11-03
Chickasaw Capital Management LLC
3,034$255.1K0.0%YieldLowMemphis, TN2026-10-08
Hardin Capital Partners, LLC
2,954$248.4K0.1%YieldVery LowGreenville, SC2026-10-09
Anchyra Partners LLC
2,708$227.7K0.0%CoreLowAtlanta, GA2026-10-13
Destiny Wealth Partners, LLC
2,669$238.8K0.0%ETFMediumTavares, FL2026-11-05
Paragon Advisors, LLC
2,649$222.8K0.0%ETFHighCollege Station, TX2026-11-03
SAX Wealth Advisors, LLC
2,640$222.0K0.0%ETFVery LowParsippany, NJ2026-10-13
Mraz, Amerine & Associates, Inc.
2,601$218.7K0.0%Deep ValueLowModesto, CA2026-10-30
Alpine Bank Wealth Management
2,587$217.5K0.0%ETFHighGrand Junction, CO2026-10-16
Private Client Services, LLC
2,566$215.8K0.1%ETFMediumLouisville, KY2026-10-02
Teza Capital Management LLC
2,557$215.0K0.2%ValueHighAustin, TX2026-10-23
Wedbush Securities Inc
2,553$215.0K0.0%CoreLowPasadena, CA2026-10-22
SteelPeak Wealth, LLC
2,476$208.2K0.0%GrowthHighWoodland Hills, CA2026-10-16
Oak Harvest Investment Services
2,458$206.7K0.0%GrowthMediumHouston, TX2026-10-20
Pinnacle Wealth Planning Services, Inc.
2,405$202.2K0.0%GARPLowMansfield, OH2026-10-27
Washburn Capital Management, Inc.
2,400$201.8K0.1%ETFLowVero Beach, FL2026-10-19
Wealth Alliance Advisory Group, LLC
2,387$200.7K0.0%CoreLowWichita, KS2026-10-14
Chicago Partners Investment Group LLC
2,362$220.2K0.0%GARPLowChicago, IL2026-10-27
Guidance Capital, Inc
2,323$207.9K0.0%ETFMediumLousville, KY2026-11-03
Foster Victor Wealth Advisors, LLC
2,193$203.8K0.0%CoreMediumGreenville, SC2026-10-21
Covestor Ltd
2,184$184.0K0.3%ValueHighLondon, United Kingdom2026-10-30
Assetmark, Inc
2,133$179.3K0.0%ETFLowConcord, CA2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
2,025$170.3K0.0%GrowthVery LowBoston, MA2026-10-23
Signaturefd, LLC
2,016$169.5K0.0%IndexLowAtlanta, GA2026-10-23
TD Private Client Wealth LLC
1,803$151.6K0.0%ETFLowNew York, NY2026-10-28
Fortitude Family Office, LLC
1,674$140.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Stone House Investment Management, LLC
1,617$136.0K0.0%ETFMediumTunkhannock, PA2026-10-23
Hazlett, Burt & Watson, Inc.
1,610$118.0K0.1%CoreVery LowWheeling, WV2026-11-04
Livforsakringsbolaget Skandia, Omsesidigt
1,556$303.5K0.0%GrowthMediumStockholm, Sweden2026-10-21
Generali Investments, Management Co LLC
1,534$129.0K0.0%GrowthMediumLjubljana, Andorra2026-10-19
Deseret Mutual Benefit Administrators
1,515$127.4K0.0%CoreMediumSalt Lake City, UT2026-11-04
FNY Investment Advisers, LLC
1,500$126.0K0.1%GrowthVery HighNew York, NY2026-10-16
Canton Hathaway, LLC
1,500$126.1K0.0%ValueLowProvidence, RI2026-10-23
Essential Partners LLC
1,496$125.8K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
1,439$121.0K0.0%CoreMediumBirmingham, AL2026-11-04
Larson Financial Group LLC
1,410$118.6K0.0%GrowthLowSt Louis, MO2026-11-05
Blue Trust, Inc.
1,322$111.2K0.0%ETFLowBrentwood, TN2026-10-15
Leonteq Securities AG
1,301$109.4K0.0%CoreHighZurich, Switzerland2026-10-29
State of Wyoming
1,247$104.9K0.0%ValueHighCheyenne, WY2026-10-28
Oakworth Capital, Inc.
1,244$104.6K0.0%ETFLowBirmingham, AL2026-10-26
Meriwether Wealth & Planning, LLC
1,225$103.0K0.0%ETFMediumMinden, LA2026-10-13
AlphaCentric Advisors LLC
1,092$91.8K0.1%CoreHighSan Juan, PR2026-11-03
Heritage Family Offices, LLP
958$80.6K0.0%GrowthHighScottsdale, AZ2026-11-02
Versant Capital Management, Inc
950$79.9K0.0%GARPLowPhoenix, AZ2026-10-02
Jacobi Capital Management LLC
889$74.8K0.0%CoreLowPittston, PA2026-11-05
Payden & Rygel
853$72.0K0.0%GARPMediumLos Angeles, CA2026-10-28
Nfsg Corp
800$67.3K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
CX Institutional
758$640.0%CoreMediumAuburn, IN2026-10-02
Raiffeisen Bank International AG
734$61.8K0.0%GrowthMediumVienna, Chile2026-10-28
Chilton Capital Management LLC
731$61.5K0.0%GrowthMediumHouston, TX2026-10-28
Elyxium Wealth, LLC
703$59.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
SBI Securities Co., Ltd.
644$54.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Mather Group, Llc.
643$54.0K0.0%ETFMediumChicago, IL2026-10-14
Root Financial Partners, LLC
623$52.4K0.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
621$52.2K0.0%GrowthLowTampa, FL2026-10-16
TD Waterhouse Canada Inc.
539$46.3K0.0%CoreLowToronto, Australia2026-10-16
Axiom Investment Management LLC
519$43.6K0.0%CoreN/ANew York, NY2026-11-03
Adirondack Trust Co
500$42.0K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Murphy & Mullick Capital Management Corp
500$42.0K0.0%GrowthLowSmithtown, NY2026-11-02
Burkett Financial Services, LLC
500$42.0K0.0%ETFLowRock Hill, SC2026-10-01
Ascentis Wealth Management, LLC
491$41.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Compass Financial Management LLC
479$40.3K0.0%CoreN/ATampa, FL2026-10-30
Pathway Financial Advisers, LLC
440$37.0K0.0%CoreLowAuburn, IN2026-10-27
Costello Asset Management, Inc
392$33.0K0.0%CoreLowFeasterville, PA2026-10-30
Key FInancial Inc
368$30.9K0.0%ETFLowWest Chester, PA2026-11-02
Harbor Investment Advisory, LLC
363$30.5K0.0%GrowthLowLutherville, MD2026-10-13
MassMutual Private Wealth & Trust, FSB
355$29.9K0.0%CoreLowSpringfield, MA2026-10-05
Parkside Financial Bank & Trust
346$29.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Abound Wealth Management
335$28.2K0.0%ETFVery LowFranklin, TN2026-10-26
Ares Financial Consulting, LLC
332$27.9K0.0%CoreLowCalabasas, CA2026-10-19
Ascentis Independent Advisors
312$26.2K0.0%ETFLowDallas, TX2026-11-03
Eastern Bank
300$25.2K0.0%GrowthMediumBoston, MA2026-10-05
University of Texas S AM Investment Management Co
272$22.9K0.0%CoreHighAustin, TX2026-11-03
True Wealth Design, LLC
267$22.5K0.0%ETFMediumAkron, OH2026-10-13
Union Bancaire Privee, UBP SA
242$18.0K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Armstrong Advisory Group, Inc
231$19.4K0.0%ETFHighNeedham, MA2026-10-09
Silver Grove Financial Group, Inc.
227$19.1K0.0%CoreMediumOrchard Park, NY2026-11-05
SJS Investment Consulting Inc.
208$17.5K0.0%ETFVery LowSylvania, OH2026-10-26
First Bancorp, Inc
200$16.8K0.0%ValueVery LowDamariscotta, ME2026-10-26
Thompson Investment Management, Inc.
200$16.8K0.0%ValueMediumMadison, WI2026-10-14
Bangor Savings Bank
200$16.8K0.0%ETFLowBangor, ME2026-10-06
Private Wealth Management Group, LLC
153$12.9K0.0%ETFLowPrinceton, NJ2026-10-19
Indiana Trust & Investment Management Co
150$12.6K0.0%GrowthLowMishawaka, IN2026-10-22
Highline Wealth Partners LLC
149$12.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Salomon & Ludwin, LLC
147$12.4K0.0%ETFVery LowRichmond, VA2026-10-29
JFS Wealth Advisors, LLC
146$12.3K0.0%ETFVery LowHermitage, PA2026-11-03
James T. Borello RIA
142$11.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
Private Trust Co NA
133$11.2K0.0%CoreLowCleveland, OH2026-10-20
Farmers & Merchants Investments Inc
130$10.9K0.0%CoreVery LowLincoln, NE2026-10-22
First United Bank & Trust
120$10.1K0.0%CoreLowOakland, MD2026-10-22
Pinnacle Bancorp, Inc.
113$9.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Vision Financial Markets LLC
104$8.9K0.0%CoreLowStamford, CT2026-10-22
Financial Consulate, Inc
103$8.7K0.0%ETFLowHunt Valley, MD2026-10-23
Trust Co of Vermont
100$8.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Elevation Wealth Partners, LLC
96$8.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Wilkerson Advisory Group LLC
82$6.9K0.0%ETFMediumColumbia, MO2026-10-20
Creative Capital Management Investments LLC
77$6.5K0.0%ETFLowSan Diego, CA2026-10-28
Cedar Mountain Advisors, LLC
75$6.3K0.0%ETFVery LowLake Oswego, OR2026-10-15
Cape Investment Advisory, Inc.
74$6.2K0.0%ETFLowMcdonough, GA2026-10-13
Jnba Financial Advisors
70$5.9K0.0%ETFMediumBloomington, MN2026-11-03
Peoples Financial Services Corp.
70$5.9K0.0%CoreVery LowMoosic, PA2026-10-20
PFS Partners, LLC
69$5.8K0.0%ETFVery LowMine Hill, NJ2026-10-21
Cromwell Holdings LLC
66$5.6K0.0%IndexLowJackson, WY2026-10-28
Owl Creek Wealth Partners LLC
53$4.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Smallwood Wealth Investment Management, LLC
51$4.3K0.0%ETFVery LowRed Bank, NJ2026-10-30
Capital Advisors, Ltd. LLC
49$40.0%ETFLowShaker Heights, OH2026-10-27
Bare Financial Services, Inc
48$4.0K0.0%ETFVery LowGap, PA2026-11-04
Bay Harbor Wealth Management, LLC
48$4.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Valued Wealth Advisors LLC
47$4.0K0.0%IndexVery LowHolladay, UT2026-11-05
Asset Planning,Inc
46$3.8K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Rakuten Securities, Inc.
46$3.9K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Financial Management Professionals, Inc.
45$3.8K0.0%ETFMediumAustin, TX2026-10-23
Clark Wealth Partners
44$3.7K0.0%ETFVery LowO'Fallon, IL2026-10-19
Entrust Financial LLC
43$3.6K0.0%ETFLowWayne, PA2026-11-04
Retirement Wealth Solutions LLC
43$3.6K0.0%ETFLowMarshfield, WI2026-10-07
Bell Investment Advisors, Inc
40$3.4K0.0%ETFVery LowOrinda, CA2026-10-29
CoreCap Advisors, LLC
39$3.3K0.0%ETFMediumSouthfield, MI2026-10-08
Putney Financial Group LLC
33$2.8K0.0%GrowthLowSan Rafael, CA2026-10-30
Hughes Financial Services, LLC
33$3.0K0.0%ETFLowHerndon, VA2026-10-30
MV Capital Management, Inc.
32$2.7K0.0%ETFLowBethesda, MD2026-10-29
Rossby Financial, LCC
30$2.5K0.0%ETFMediumMelbourne, FL2026-11-05
Gilpin Wealth Management, LLC
29$2.4K0.0%GrowthLowDenver, CO2026-10-09
Olistico Wealth, LLC
24$2.0K0.0%GrowthVery LowTulsa, OK2026-10-05
Contravisory Investment Management, Inc.
21$1.8K0.0%MomentumHighNorwell, MA2026-10-13
Arlington Trust Co LLC
20$1.7K0.0%ETFMediumBirmingham, AL2026-10-20
Physician Wealth Advisors, Inc.
18$1.5K0.0%ETFMediumMidvale, UT2026-10-20
Security National Bank
16$1.3K0.0%GrowthLowOmaha, NE2026-10-26
Cdkv Holdings LLC
16$1.3K0.0%ETFMediumDenver, CO2026-10-28
Avion Wealth
16$10.0%ETFLowThe Woodlands, TX2026-11-04
Accordant Advisory Group Inc
15$1.3K0.0%ValueMediumAnnapolis, MD2026-10-29
Signature Equity Partners, LLC
15$1.3K0.0%GrowthMediumColumbus, OH2026-10-29
WPG Advisers, LLC
14$1.2K0.0%CoreLowBaltimore, MD2026-10-27
Advocate Investing Services LLC
14$1.2K0.0%ETFLowWoodbine, MD2026-10-26
Washington Trust Advisors, Inc.
13$1.1K0.0%GrowthLowWellesley, MA2026-10-22
Financial Network Wealth Advisors LLC
13$1.1K0.0%ETFLowMurray, UT2026-10-28
Buck Wealth Strategies, LLC
11$9250.0%ValueMediumDenver, CO2026-10-28
American Capital Advisory, LLC
10$8410.0%ETFLowKetchum, ID2026-10-28
Planning Strategies Inc.
10$8410.0%ETFN/ALancaster, PA2026-10-02
William Mack & Associates, Inc.
9$7570.0%ETFLowTroy, MI2026-10-27
Davis Capital Management
8$6730.0%CoreLowJacksonville, FL2026-10-08
Torren Management, LLC
7$6030.0%ETFMediumSan Diego, CA2026-10-29
DecisionPoint Financial, LLC
7$6020.0%ETFVery LowMesa, AZ2026-10-27
Kingdom Financial Group Llc.
7$5760.0%ETFMediumPeoria, AZ2026-11-04
Nova Financial LLC
7$5890.0%N/AN/ATucson, AZ2026-11-04
Spire Wealth Management
7$5900.0%GrowthMediumMclean, VA2026-10-30
Tounjian Advisory Partners, LLC
6$5240.0%GrowthHighFort Myers, FL2026-11-04
Quaker Wealth Management, LLC
6$5050.0%ETFMediumMoorestown, NJ2026-10-22
TFC Financial Management, Inc.
5$4210.0%ETFVery LowBoston, MA2026-10-26
UMB Private Wealth Management, LLC
4$3360.0%GrowthN/AKansas City, MO2026-10-19
Triumph Capital Management
3$2520.0%ETFMediumDenver, CO2026-10-14
Trust Co
3$2520.0%ETFVery LowManhattan, KS2026-10-09
Provenance Wealth Advisors, LLC
3$2520.0%ETFLowFort Lauderdale, FL2026-10-30
Valley National Advisers Inc
3$2530.0%ETFLowBethlehem, PA2026-10-23
3 Factor Indexing, LLC
2$1690.0%ETFLowSacramento, CA2026-10-15
Maryland Capital Advisors Inc.
2$1690.0%ETFVery LowChester, MD2026-10-15