IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Curtiss-Wright Corp (CW)

CUSIP: 231561101 | NYSE | Industrials · Aerospace & Defense | Large Cap | 1817 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Bank of New York Mellon Corp345,722
0.0% of portfolio›$188.0M
Swedbank AB299,483
0.1% of portfolio›$162.9M
Allspring Global Investments Holdings, LLC253,383
0.2% of portfolio›$138.1M
Dimensional Fund Advisors LP220,464
0.0% of portfolio›$119.9M
Congress Asset Management Co155,176
0.5% of portfolio›$84.4M
TimesSquare Capital Management, LLC152,917
1.4% of portfolio›$83.2M
Cardano Risk Management B.V.147,218
1.0% of portfolio›$80.1M
Sumitomo Mitsui Trust Group, Inc.138,030
0.0% of portfolio›$75.1M
Wedge Capital Management L L P128,328
1.2% of portfolio›$69.8M
Citigroup Inc108,933
0.0% of portfolio›$59.2M
Robeco Institutional Asset Management B.V.108,203
0.1% of portfolio›$58.8M
Principal Financial Group Inc87,009
0.0% of portfolio›$47.3M
Retirement Systems of Alabama79,866
0.1% of portfolio›$43.4M
Daiwa Securities Group Inc.62,286
0.1% of portfolio›$33.9M
Aware Super Pty Ltd as trustee of Aware Super62,285
0.5% of portfolio›$33.9M
Pictet Asset Management Holding SA53,048
0.0% of portfolio›$28.7M
Fort Washington Investment Advisors Inc51,979
0.1% of portfolio›$28.3M
Thrivent Financial for Lutherans46,773
0.1% of portfolio›$25.4M
Mitsubishi UFJ Asset Management Co., Ltd.45,811
0.0% of portfolio›$24.9M
Arbejdsmarkedets Tillaegspension44,640
0.6% of portfolio›$24.3M
TD Waterhouse Canada Inc.41,489
0.1% of portfolio›$22.6M
New York State Teachers Retirement System38,340
0.1% of portfolio›$20.9M
Eagle Global Advisors LLC35,266
0.6% of portfolio›$19.2M
Smith Salley Wealth Management34,212
0.8% of portfolio›$18.6M
Exchange Traded Concepts, LLC33,694
0.1% of portfolio›$18.3M
Eulav Asset Management32,769
0.6% of portfolio›$17.8M
Covea Finance28,499
0.5% of portfolio›$15.5M
Midwest Trust Co27,833
0.2% of portfolio›$15.1M
State of Alaska, Department of Revenue27,723
0.4% of portfolio›$15.1M
Fideuram Asset Management (Ireland) dac26,663
0.4% of portfolio›$18.8M
Local Pensions Partnership Investment Ltd26,000
0.3% of portfolio›$14.1M
GHP Investment Advisors, Inc.23,925
0.5% of portfolio›$13.0M
Appleton Partners Inc23,112
1.9% of portfolio›$12.6M
Commonwealth Equity Services, LLC21,789
0.0% of portfolio›$11.8M
LaFleur & Godfrey LLC18,404
1.2% of portfolio›$10.0M
ASR Vermogensbeheer N.V.17,884
0.1% of portfolio›$9.7M
Amalgamated Bank17,597
0.1% of portfolio›$9.6M
Vontobel Holding Ltd.17,309
0.0% of portfolio›$9.4M
Creative Planning16,187
0.0% of portfolio›$8.8M
Running Oak Capital LLC16,139
1.4% of portfolio›$8.8M
Y-Intercept (Hong Kong) Ltd16,098
0.2% of portfolio›$8.8M
Asset Management One Co., Ltd.16,044
0.0% of portfolio›$8.7M
Assetmark, Inc15,746
0.0% of portfolio›$8.6M
Inspire Investing, LLC14,440
0.3% of portfolio›$7.9M
Burney Co/13,603
0.2% of portfolio›$7.4M
Mutual of America Capital Management LLC13,465
0.1% of portfolio›$7.3M
Fjarde Ap-Fonden TH Swedish National Pension Fund13,227
0.0% of portfolio›$7.2M
Illinois Municipal Retirement Fund13,162
0.1% of portfolio›$7.2M
Bourgeon Capital Management LLC13,126
1.0% of portfolio›$7.1M
O'Brien Greene & Co. Inc13,025
2.0% of portfolio›$7.1M
DekaBank Deutsche Girozentrale12,607
0.0% of portfolio›$6.9M
Wealth Enhancement Advisory Services, LLC12,417
0.0% of portfolio›$5.8M
Bahl & Gaynor LLC12,217
0.0% of portfolio›$6.6M
Beese Fulmer Investment Management, Inc.12,162
0.4% of portfolio›$6.6M
State of New Jersey Common Pension Fund D11,845
0.0% of portfolio›$6.4M
Imc-Chicago, LLC11,642
0.0% of portfolio›$6.3M
Truist Financial Corp11,131
0.0% of portfolio›$6.1M
Louisiana State Employees Retirement System11,000
0.1% of portfolio›$6.0M
Mn Services Vermogensbeheer B.V.10,800
0.1% of portfolio›$5.9M
KCM Investment Advisors LLC10,528
0.2% of portfolio›$5.7M
MacKenzie Financial Corp10,508
0.0% of portfolio›$5.7M
Cardinal Capital Management10,342
0.7% of portfolio›$5.6M
Bokf, NA10,257
0.1% of portfolio›$5.6M
Arizona State Retirement System10,089
0.0% of portfolio›$5.5M
Swiss Life Asset Management Ltd9,084
0.0% of portfolio›$4.9M
Vest Financial, LLC8,831
0.1% of portfolio›$4.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,816
0.0% of portfolio›$4.8M
State of Michigan Retirement System8,661
0.0% of portfolio›$4.7M
Marks Group Wealth Management, Inc8,582
0.4% of portfolio›$4.7M
Hennion & Walsh Asset Management, Inc.8,398
0.1% of portfolio›$4.6M
Yousif Capital Management, LLC8,268
0.1% of portfolio›$4.5M
Oak Thistle LLC8,266
0.4% of portfolio›$4.5M
Elevatus Welath Management8,226
1.1% of portfolio›$4.5M
Xponance LLC8,223
0.0% of portfolio›$4.5M
Ethic Inc.8,136
0.1% of portfolio›$4.4M
Reliant Investment Management, LLC7,835
1.6% of portfolio›$4.3M
Sumitomo Mitsui DS Asset Management Company, Ltd7,814
0.0% of portfolio›$4.2M
Oregon Public Employees Retirement Fund7,652
0.0% of portfolio›$4.2M
US Bancorp \de\6,639
0.0% of portfolio›$3.6M
Baer Investment Advisory LLC6,309
2.7% of portfolio›$3.4M
PensionDanmark Pensionsforsikringsaktieselskab6,242
0.0% of portfolio›$3.4M
Harel Insurance Investments & Financial Services Ltd.5,946
0.0% of portfolio›$3.2M
Diversify Advisory Services, LLC5,591
0.0% of portfolio›$2.8M
Diversify Wealth Management, LLC5,591
0.0% of portfolio›$2.8M
Campbell Newman Asset Management Inc5,553
0.2% of portfolio›$3.0M
CIBC Asset Management Inc5,500
0.0% of portfolio›$3.0M
Park Avenue Securities LLC5,394
0.0% of portfolio›$2.9M
KBC Group NV5,374
0.0% of portfolio›$2.9M
Candriam S.C.A.5,054
0.0% of portfolio›$2.8M
Linden Thomas Advisory Services, LLC4,893
0.2% of portfolio›$2.7M
Radnor Capital Management, LLC4,814
0.4% of portfolio›$2.6M
Oppenheimer Asset Management Inc.4,795
0.0% of portfolio›$2.6M
ABN Amro Investment Solutions4,782
0.0% of portfolio›$2.6M
Cambridge Investment Research Advisors, Inc.4,720
0.0% of portfolio›$2.6M
BI Asset Management Fondsmaeglerselskab A/S4,618
0.0% of portfolio›$2.5M
SEB Asset Management AB4,576
0.0% of portfolio›$2.5M
OP Asset Management Ltd4,272
0.0% of portfolio›$2.3M
IFM Investors Pty Ltd3,768
0.0% of portfolio›$2.0M
Farmers & Merchants Trust Co of Long Beach3,657
0.4% of portfolio›$2.0M
Bank Julius Baer & Co. Ltd, Zurich3,267
0.0% of portfolio›$1.8M
Crossmark Global Holdings, Inc.3,076
0.0% of portfolio›$1.7M
Sterling Capital Management LLC3,069
0.0% of portfolio›$1.7M
Davenport & Co LLC3,049
0.0% of portfolio›$1.7M
Kestra Advisory Services, LLC2,950
0.0% of portfolio›$1.6M
Gulf International Bank (UK) Ltd2,810
0.1% of portfolio›$1.5M
Nisa Investment Advisors, LLC2,689
0.0% of portfolio›$1.5M
Cadinha & Co LLC2,603
0.2% of portfolio›$1.4M
Fulcrum Asset Management LLP2,596
0.1% of portfolio›$1.4M
Capital Management Associates2,500
1.8% of portfolio›$1.4M
Wellington Shields & Co., LLC2,500
1.8% of portfolio›$1.4M
Wellington Shields Capital Management, LLC2,500
1.8% of portfolio›$1.4M
Wavvest Wealth LLC2,307
1.0% of portfolio›$1.3M
Legacy Wealth Asset Management, LLC2,283
0.3% of portfolio›$1.2M
Regions Financial Corp2,276
0.0% of portfolio›$1.2M
Norden Group LLC2,172
0.1% of portfolio›$1.2M
Union Bancaire Privee, UBP SA2,041
0.0% of portfolio›$950.8K
Quadrant Capital Group LLC2,034
0.0% of portfolio›$1.0M
Vise Technologies, Inc.2,024
0.0% of portfolio›$1.1M
Moody Lynn Lieberson & Walker, LLC1,981
0.1% of portfolio›$1.1M
Brighton Jones LLC1,918
0.0% of portfolio›$1.0M
Plato Investment Management Ltd1,896
0.1% of portfolio›$1.0M
TD Private Client Wealth LLC1,866
0.0% of portfolio›$1.0M
Atria Investments, Inc1,832
0.0% of portfolio›$996.3K
Inscription Capital, LLC1,806
0.1% of portfolio›$982.1K
Charter Capital Management, Llc\de1,786
0.4% of portfolio›$971.3K
Themes Management Co LLC1,763
0.6% of portfolio›$958.8K
James Investment Research, Inc.1,757
0.1% of portfolio›$955.5K
Choreo, LLC1,680
0.0% of portfolio›$913.8K
Tobam1,603
0.7% of portfolio›$872.0K
111 Capital1,583
0.1% of portfolio›$860.9K
NWF Advisory Services Inc.1,580
0.1% of portfolio›$859.2K
Aaron Wealth Advisors LLC1,561
0.0% of portfolio›$848.9K
HMS Capital Management, LLC1,557
0.3% of portfolio›$846.9K
Wedmont Private Capital1,525
0.0% of portfolio›$773.6K
Merrion Investment Management Co, LLC1,470
0.4% of portfolio›$799.4K
HUB Investment Partners, LLC1,465
0.0% of portfolio›$796.7K
Fifth Third Wealth Advisors LLC1,457
0.0% of portfolio›$792.3K
Keybank National Association1,452
0.0% of portfolio›$789.6K
Childress Capital Advisors, LLC1,442
0.1% of portfolio›$784.2K
Trail Ridge Investment Advisors, LLC1,435
0.3% of portfolio›$780.4K
Gibbs Wealth Management1,410
0.1% of portfolio›$766.8K
Smith Chas P & Associates PA Cpas1,404
0.0% of portfolio›$705.2K
ProShare Advisors LLC1,404
0.0% of portfolio›$763.5K
Yorktown Management & Research Co Inc1,400
0.5% of portfolio›$761.3K
UniSuper Management Pty Ltd1,396
0.0% of portfolio›$759.2K
Gamma Investing LLC1,384
0.0% of portfolio›$752.6K
Evergreen Capital Management LLC1,362
0.0% of portfolio›$741.0K
Concurrent Investment Advisors, LLC1,341
0.0% of portfolio›$729.3K
Central Pacific Bank - Trust Division1,330
0.1% of portfolio›$723.3K
Portside Wealth Group, LLC1,229
0.1% of portfolio›$668.4K
Farther Finance Advisors, LLC1,199
0.0% of portfolio›$652.0K
Elevation Point Wealth Partners, LLC1,179
0.0% of portfolio›$641.0K
Kestra Private Wealth Services, LLC1,177
0.0% of portfolio›$639.9K
AMG National Trust Bank1,168
0.0% of portfolio›$635.2K
Confluence Investment Management LLC1,160
0.0% of portfolio›$630.8K
Hager Investment Management Services, LLC1,152
0.3% of portfolio›$626.5K
4Wealth Advisors, Inc.1,143
0.4% of portfolio›$610.2K
Kathmere Capital Management, LLC1,131
0.0% of portfolio›$615.1K
North Dakota State Investment Board1,129
0.0% of portfolio›$614.0K
Chicago Partners Investment Group LLC1,128
0.0% of portfolio›$524.5K
Ascent Group, LLC1,064
0.0% of portfolio›$578.6K
MGO One Seven LLC1,052
0.0% of portfolio›$572.1K
Meridian Wealth Management, LLC1,044
0.0% of portfolio›$567.8K
BankChampaign, National Association1,039
0.5% of portfolio›$565.0K
Linscomb Wealth, Inc.997
0.0% of portfolio›$542.3K
Verus Capital Partners, LLC995
0.0% of portfolio›$541.1K
WoodTrust Financial Corp988
0.2% of portfolio›$517.0K
Penobscot Investment Management Company, Inc.980
0.0% of portfolio›$532.9K
Cynosure Group, LLC980
0.1% of portfolio›$532.9K
Ashton Thomas Private Wealth, LLC974
0.0% of portfolio›$529.7K
Compound Planning, Inc.965
0.0% of portfolio›$524.6K
NorthCrest Asset Manangement, LLC956
0.0% of portfolio›$485.0K
Grove Street Fiduciary, LLC926
0.2% of portfolio›$503.6K
Spire Wealth Management916
0.0% of portfolio›$498.1K
Trust Point Inc.897
0.0% of portfolio›$487.8K
Interchange Capital Partners, LLC896
0.1% of portfolio›$487.3K
Naples Global Advisors, LLC889
0.0% of portfolio›$483.7K
Alliance Wealth Advisors, LLC872
0.1% of portfolio›$474.2K
B. Metzler seel. Sohn & Co. AG859
0.0% of portfolio›$467.1K
Heartwood Wealth Advisors LLC850
0.0% of portfolio›$462.2K
HB Wealth Management, LLC849
0.0% of portfolio›$461.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management839
0.0% of portfolio›$456.3K
Morey & Quinn Wealth Partners, LLC831
0.3% of portfolio›$451.9K
Horizon Financial Services, LLC817
0.2% of portfolio›$444.3K
Compass Ion Advisors, LLC817
0.0% of portfolio›$444.3K
Arista Wealth Management, LLC814
0.0% of portfolio›$442.7K
Profund Advisors LLC807
0.0% of portfolio›$438.9K
Duncker Streett & Co Inc800
0.1% of portfolio›$435.1K
Krilogy Financial LLC779
0.0% of portfolio›$392.7K
Leonteq Securities AG769
0.0% of portfolio›$418.2K
Versant Capital Management, Inc761
0.0% of portfolio›$413.8K
B.A. Schrock Wealth Management, Inc.730
0.1% of portfolio›$397.8K
Ninety One UK Ltd720
0.0% of portfolio›$391.6K
Avantax Planning Partners, Inc.718
0.0% of portfolio›$390.5K
Crestwood Advisors Group, LLC717
0.0% of portfolio›$389.7K
Sagespring Wealth Partners, LLC708
0.0% of portfolio›$385.2K
One Wealth Capital Management, LLC706
0.1% of portfolio›$383.9K
Hilltop National Bank702
0.1% of portfolio›$381.8K
Banque Pictet & CIE SA697
0.0% of portfolio›$379.0K
Bryant Woods Investment Advisors, LLC692
0.1% of portfolio›$376.3K
IFP Advisors, Inc692
0.0% of portfolio›$376.3K
Greenleaf Trust686
0.0% of portfolio›$373.1K
Signaturefd, LLC684
0.0% of portfolio›$371.8K
Red Spruce Capital, LLC675
0.1% of portfolio›$367.1K
WBH Advisory Inc675
0.0% of portfolio›$367.1K
AXS Investments LLC656
0.0% of portfolio›$356.7K
Park Edge Advisors, LLC654
0.1% of portfolio›$355.7K
Nfsg Corp653
0.0% of portfolio›$355.2K
Perigon Wealth Management, LLC652
0.0% of portfolio›$354.6K
Atwood & Palmer Inc648
0.0% of portfolio›$352.4K
Certuity, LLC648
0.0% of portfolio›$352.4K
EverSource Wealth Advisors, LLC643
0.0% of portfolio›$349.7K
Gateway Investment Advisers LLC637
0.0% of portfolio›$346.4K
Princeton Global Asset Management LLC630
0.0% of portfolio›$342.6K
Pennsylvania Capital Management Inc613
0.1% of portfolio›$333.4K
Strs Ohio612
0.0% of portfolio›$332.8K
Revolve Wealth Partners, LLC612
0.0% of portfolio›$332.8K
Essex LLC580
0.0% of portfolio›$315.4K
Wedbush Securities Inc562
0.0% of portfolio›$306.0K
Massachusetts Wealth Management545
0.1% of portfolio›$296.4K
RFG Advisory, LLC539
0.0% of portfolio›$293.2K
Citizens Financial Group Inc532
0.0% of portfolio›$289.5K
Busey Bank516
0.0% of portfolio›$280.6K
Chicago Capital, LLC500
0.0% of portfolio›$271.9K
Assenagon Asset Management S.A.500
0.0% of portfolio›$271.9K
Nkcfo LLC500
0.2% of portfolio›$272.0K
Cyndeo Wealth Partners, LLC498
0.0% of portfolio›$271.0K
Argos Wealth Advisors, LLC495
0.1% of portfolio›$269.2K
Essential Partners LLC494
0.1% of portfolio›$268.6K
Lido Advisors, LLC471
0.0% of portfolio›$256.6K
Nilsine Partners, LLC471
0.0% of portfolio›$256.1K
iA Global Asset Management Inc.470
0.0% of portfolio›$256.0K
Aspiriant, LLC467
0.0% of portfolio›$254.0K
Integrity Alliance, Llc.464
0.0% of portfolio›$252.3K
Parcion Private Wealth LLC462
0.0% of portfolio›$251.2K
Mission Wealth Management, LP461
0.0% of portfolio›$250.5K
Brookstone Capital Management438
0.0% of portfolio›$238.2K
Curated Wealth Partners LLC431
0.0% of portfolio›$234.4K
Sowell Financial Services LLC431
0.0% of portfolio›$234.4K
Alps Advisors Inc419
0.0% of portfolio›$227.9K
Mirae Asset Global Investments Co., Ltd.418
0.0% of portfolio›$227.3K
Long Island Wealth Management, Inc.417
0.1% of portfolio›$226.8K
AlphaCore Capital LLC416
0.0% of portfolio›$226.3K
Ifrah Financial Services, Inc.416
0.1% of portfolio›$226.5K
Balefire, LLC404
0.0% of portfolio›$219.7K
Realta Investment Advisors401
0.1% of portfolio›$218.1K
Pinkerton Wealth, LLC400
0.0% of portfolio›$217.5K
True Freedom Investing, LLC400
0.0% of portfolio›$217.5K
Caitong International Asset Management Co., Ltd400
0.0% of portfolio›$217.5K
Pacifica Partners Inc.400
0.1% of portfolio›$217.9K
Washington Trust Advisors, Inc.400
0.0% of portfolio›$217.5K
Triasima Portfolio Management inc.400
0.0% of portfolio›$217.5K
Root Financial Partners, LLC399
0.0% of portfolio›$217.0K
Chicago Trust Co NA391
0.0% of portfolio›$212.6K
VestGen Advisors, LLC383
0.0% of portfolio›$208.3K
Csenge Advisory Group381
0.0% of portfolio›$207.2K
MinichMacGregor Wealth Management, LLC380
0.0% of portfolio›$206.7K
Almanack Investment Partners, Llc.378
0.0% of portfolio›$205.6K
Generali Investments, Management Co LLC378
0.0% of portfolio›$205.6K
Cooper Financial Group376
0.0% of portfolio›$204.5K
MeadowBrook Investment Advisors LLC373
0.1% of portfolio›$176.9K
Annex Advisory Services, LLC373
0.0% of portfolio›$202.8K
Emprise Bank371
0.1% of portfolio›$201.8K
Lanark Financial, Inc.360
0.0% of portfolio›$195.8K
Parallel Advisors, LLC358
0.0% of portfolio›$194.7K
Ag2r LA Mondiale Gestion D'actifs351
0.0% of portfolio›$190.9K
Clean Yield Group350
0.0% of portfolio›$190.3K
Oakworth Capital, Inc.330
0.0% of portfolio›$179.5K
State of Wyoming327
0.0% of portfolio›$177.8K
Archer Investment Corp325
0.0% of portfolio›$176.7K
Hudson Edge Investment Partners Inc.321
0.0% of portfolio›$174.6K
Creative Capital Management Investments LLC307
0.0% of portfolio›$167.0K
Provenance Wealth Advisors, LLC298
0.0% of portfolio›$162.1K
Kepler Cheuvreux (Suisse) SA279
0.0% of portfolio›$151.7K
True Wealth Design, LLC274
0.0% of portfolio›$149.0K
Wilmington Savings Fund Society, FSB265
0.0% of portfolio›$144.1K
Thurston, Springer, Miller, Herd & Titak, Inc.259
0.2% of portfolio›$140.8K
SBI Securities Co., Ltd.244
0.0% of portfolio›$132.7K
Tsfg, LLC217
0.1% of portfolio›$118.0K
GK Wealth Management LLC189
0.1% of portfolio›$102.9K
Raiffeisen Bank International AG153
0.0% of portfolio›$81.7K
CoreCap Advisors, LLC146
0.0% of portfolio›$79.4K
SJS Investment Consulting Inc.145
0.0% of portfolio›$78.9K
Cedar Mountain Advisors, LLC128
0.0% of portfolio›$69.6K
MassMutual Private Wealth & Trust, FSB127
0.0% of portfolio›$69.1K
Ares Financial Consulting, LLC120
0.0% of portfolio›$65.3K
Owl Creek Wealth Partners LLC116
0.0% of portfolio›$63.1K
Fortitude Family Office, LLC115
0.0% of portfolio›$62.5K
Hazlett, Burt & Watson, Inc.115
0.0% of portfolio›$63
Elyxium Wealth, LLC105
0.0% of portfolio›$57.1K
Heritage Family Offices, LLP101
0.0% of portfolio›$54.9K
Larson Financial Group LLC88
0.0% of portfolio›$47.9K
Parkside Financial Bank & Trust87
0.0% of portfolio›$47.3K
Generali Asset Management SPA SGR85
0.0% of portfolio›$46.2K
Trust Co of Vermont80
0.0% of portfolio›$43.5K
Mather Group, Llc.77
0.0% of portfolio›$41.9K
Kennebec Savings Bank70
0.0% of portfolio›$38.1K
Wilkerson Advisory Group LLC68
0.0% of portfolio›$37.0K
Physician Wealth Advisors, Inc.65
0.0% of portfolio›$35.3K
Western Pacific Wealth Management, LP61
0.0% of portfolio›$33.2K
First Horizon Corp56
0.0% of portfolio›$30.5K
JFS Wealth Advisors, LLC56
0.0% of portfolio›$30.5K
Signature Equity Partners, LLC55
0.0% of portfolio›$29.9K
Simplex Trading, LLC51
0.0% of portfolio›$27.7K
Yankcom Partnership49
0.0% of portfolio›$26.6K
Private Trust Co NA46
0.0% of portfolio›$25.0K
Elevation Wealth Partners, LLC44
0.0% of portfolio›$23.9K
Compass Financial Management LLC40
0.0% of portfolio›$21.8K
Livforsakringsbolaget Skandia, Omsesidigt40
0.0% of portfolio›$21.8K
Polaris Financial Partners39
0.0% of portfolio›$21
Bullock Wealth Management Group37
0.0% of portfolio›$20.2K
Ascentis Independent Advisors37
0.0% of portfolio›$20.1K
MV Capital Management, Inc.36
0.0% of portfolio›$19.6K
Farmers & Merchants Investments Inc32
0.0% of portfolio›$17.4K
Covestor Ltd31
0.0% of portfolio›$17.0K
Contravisory Investment Management, Inc.30
0.0% of portfolio›$16.3K
Pinnacle Wealth Planning Services, Inc.21
0.0% of portfolio›$11.4K
Cherry Tree Wealth Management, LLC20
0.0% of portfolio›$10.9K
Salomon & Ludwin, LLC20
0.0% of portfolio›$10.9K
Rossby Financial, LCC19
0.0% of portfolio›$10.3K
Avion Wealth19
0.0% of portfolio›$10
Financial Network Wealth Advisors LLC19
0.0% of portfolio›$10.3K
Brown, Lisle Ings, Inc.16
0.0% of portfolio›$8.7K
Blue Trust, Inc.13
0.0% of portfolio›$7.1K
Bare Financial Services, Inc13
0.0% of portfolio›$7.1K
UMB Private Wealth Management, LLC13
0.0% of portfolio›$7.1K
Cape Investment Advisory, Inc.13
0.0% of portfolio›$7.1K
Global Trust Asset Management, LLC12
0.0% of portfolio›$6.8K
Valley National Advisers Inc12
0.0% of portfolio›$6.5K
Rakuten Securities, Inc.12
0.0% of portfolio›$6.5K
DiNuzzo Private Wealth, Inc.10
0.0% of portfolio›$5.4K
James T. Borello RIA9
0.0% of portfolio›$4.9K
Richardson Capital Management LLC8
0.0% of portfolio›$4.4K
Hughes Financial Services, LLC8
0.0% of portfolio›$4.0K
Richardson Financial Services Inc.7
0.0% of portfolio›$3.8K
Bay Harbor Wealth Management, LLC7
0.0% of portfolio›$3.8K
North Star Investment Management Corp.6
0.0% of portfolio›$3.3K
MTM Investment Management, LLC6
0.0% of portfolio›$3.3K
Silver Grove Financial Group, Inc.6
0.0% of portfolio›$3.3K
Bell Investment Advisors, Inc6
0.0% of portfolio›$3.3K
Nvest Wealth Strategies, Inc.6
0.0% of portfolio›$3.3K
Pittenger & Anderson Inc6
0.0% of portfolio›$3.3K
Arlington Trust Co LLC6
0.0% of portfolio›$3.3K
Clark Wealth Partners5
0.0% of portfolio›$2.7K
Gleason Group, Inc.5
0.0% of portfolio›$2.7K
Ascentis Wealth Management, LLC5
0.0% of portfolio›$2.7K
Center for Financial Planning, Inc.5
0.0% of portfolio›$2.7K
Meriwether Wealth & Planning, LLC4
0.0% of portfolio›$2.2K
William B. Walkup & Associates, Inc.4
0.0% of portfolio›$2.2K
Plante Moran Financial Advisors, LLC4
0.0% of portfolio›$2.2K
Cromwell Holdings LLC4
0.0% of portfolio›$2.2K
Marquette Asset Management, LLC4
0.0% of portfolio›$2.2K
Godsey & Gibb, Inc3
0.0% of portfolio›$1.6K
Financial Management Professionals, Inc.3
0.0% of portfolio›$1.6K
Creative Financial Designs Inc2
0.0% of portfolio›$1.1K
Align Financial, LLC2
0.0% of portfolio›$1.1K
William Mack & Associates, Inc.2
0.0% of portfolio›$1.1K
Capital Advisors, Ltd. LLC2
0.0% of portfolio›$1
TFC Financial Management, Inc.1
0.0% of portfolio›$544
Security National Bank1
0.0% of portfolio›$544
DecisionPoint Financial, LLC1
0.0% of portfolio›$545
Quaker Wealth Management, LLC1
0.0% of portfolio›$544
Breakwater Investment Management1
0.0% of portfolio›$544
Armstrong Advisory Group, Inc1
0.0% of portfolio›$544
Trust Co1
0.0% of portfolio›$544
Birchwood Financial Partners, Inc.1
0.0% of portfolio›$544
Triumph Capital Management1
0.0% of portfolio›$544
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
345,722$188.0M0.0%CoreLowNew York, NY2026-11-05
Swedbank AB
299,483$162.9M0.1%GrowthLowStockholm, Sweden2026-10-27
Allspring Global Investments Holdings, LLC
253,383$138.1M0.2%CoreMediumCharlotte, NC2026-11-04
Dimensional Fund Advisors LP
220,464$119.9M0.0%IndexLowAustin, TX2026-11-04
Congress Asset Management Co
155,176$84.4M0.5%GrowthMediumBoston, MA2026-10-06
TimesSquare Capital Management, LLC
152,917$83.2M1.4%GrowthMediumNew York, NY2026-11-03
Cardano Risk Management B.V.
147,218$80.1M1.0%GrowthVery LowRotterdam, Philippines2026-10-20
Sumitomo Mitsui Trust Group, Inc.
138,030$75.1M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Wedge Capital Management L L P
128,328$69.8M1.2%ValueMediumCharlotte, NC2026-10-13
Citigroup Inc
108,933$59.2M0.0%CoreMediumNew York, NY2026-11-04
Robeco Institutional Asset Management B.V.
108,203$58.8M0.1%CoreMediumRotterdam, Philippines2026-10-20
Principal Financial Group Inc
87,009$47.3M0.0%CoreLowDes Moines, IA2026-11-02
Retirement Systems of Alabama
79,866$43.4M0.1%IndexLowMontgomery, AL2026-11-04
Daiwa Securities Group Inc.
62,286$33.9M0.1%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Aware Super Pty Ltd as trustee of Aware Super
62,285$33.9M0.5%GrowthMediumSydney, China2026-10-30
Pictet Asset Management Holding SA
53,048$28.7M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Fort Washington Investment Advisors Inc
51,979$28.3M0.1%CoreLowCincinnati, OH2026-10-15
Thrivent Financial for Lutherans
46,773$25.4M0.1%GARPMediumMinneapolis, MN2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
45,811$24.9M0.0%IndexVery LowTokyo, Mexico2026-11-05
Arbejdsmarkedets Tillaegspension
44,640$24.3M0.6%ValueHighHilleroed, Greece2026-10-30
TD Waterhouse Canada Inc.
41,489$22.6M0.1%CoreLowToronto, Australia2026-10-16
New York State Teachers Retirement System
38,340$20.9M0.1%CoreVery LowAlbany, NY2026-10-22
Eagle Global Advisors LLC
35,266$19.2M0.6%CoreLowHouston, TX2026-11-02
Smith Salley Wealth Management
34,212$18.6M0.8%GrowthLowGreensboro, NC2026-11-03
Exchange Traded Concepts, LLC
33,694$18.3M0.1%GrowthMediumOklahoma City, OK2026-10-28
Eulav Asset Management
32,769$17.8M0.6%GrowthMediumSarasota, FL2026-10-23
Covea Finance
28,499$15.5M0.5%GrowthMediumParis, India2026-10-21
Midwest Trust Co
27,833$15.1M0.2%CoreLowOverland Park, KS2026-10-22
State of Alaska, Department of Revenue
27,723$15.1M0.4%CoreVery LowJuneau, AK2026-10-15
Fideuram Asset Management (Ireland) dac
26,663$18.8M0.4%CoreHighDublin 1, Lithuania2026-10-29
Local Pensions Partnership Investment Ltd
26,000$14.1M0.3%GrowthLowLondon, United Kingdom2026-10-26
GHP Investment Advisors, Inc.
23,925$13.0M0.5%CoreVery LowDenver, CO2026-10-15
Appleton Partners Inc
23,112$12.6M1.9%GrowthLowBoston, MA2026-10-30
Commonwealth Equity Services, LLC
21,789$11.8M0.0%ETFLowWaltham, MA2026-11-02
LaFleur & Godfrey LLC
18,404$10.0M1.2%GrowthLowGrand Rapids, MI2026-10-27
ASR Vermogensbeheer N.V.
17,884$9.7M0.1%CoreLowUtrecht, Philippines2026-10-16
Amalgamated Bank
17,597$9.6M0.1%CoreVery LowNew York, NY2026-10-23
Vontobel Holding Ltd.
17,309$9.4M0.0%CoreMediumZurich, Switzerland2026-10-16
Creative Planning
16,187$8.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Running Oak Capital LLC
16,139$8.8M1.4%ValueLowEdina, MN2026-11-04
Y-Intercept (Hong Kong) Ltd
16,098$8.8M0.2%ValueVery HighHong Kong, South Korea2026-10-16
Asset Management One Co., Ltd.
16,044$8.7M0.0%IndexVery LowTokyo, Mexico2026-10-27
Assetmark, Inc
15,746$8.6M0.0%ETFLowConcord, CA2026-10-21
Inspire Investing, LLC
14,440$7.9M0.3%GARPHighMeridian, ID2026-10-22
Burney Co/
13,603$7.4M0.2%GARPMediumReston, VA2026-10-15
Mutual of America Capital Management LLC
13,465$7.3M0.1%IndexLowNew York, NY2026-10-23
Fjarde Ap-Fonden TH Swedish National Pension Fund
13,227$7.2M0.0%GrowthLowStockholm, Sweden2026-10-15
Illinois Municipal Retirement Fund
13,162$7.2M0.1%CoreMediumOak Brook, IL2026-11-05
Bourgeon Capital Management LLC
13,126$7.1M1.0%CoreMediumDarien, CT2026-10-19
O'Brien Greene & Co. Inc
13,025$7.1M2.0%CoreLowMedia, PA2026-11-05
DekaBank Deutsche Girozentrale
12,607$6.9M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Wealth Enhancement Advisory Services, LLC
12,417$5.8M0.0%CoreLowPlymouth, MN2026-10-13
Bahl & Gaynor LLC
12,217$6.6M0.0%CoreLowCincinnati, OH2026-11-05
Beese Fulmer Investment Management, Inc.
12,162$6.6M0.4%CoreLowCanton, OH2026-10-23
State of New Jersey Common Pension Fund D
11,845$6.4M0.0%CoreLowTrenton, NJ2026-11-05
Imc-Chicago, LLC
11,642$6.3M0.0%GARPVery HighChicago, IL2026-11-05
Truist Financial Corp
11,131$6.1M0.0%CoreLowCharlotte, NC2026-10-30
Louisiana State Employees Retirement System
11,000$6.0M0.1%IndexLowBaton Rouge, LA2026-10-20
Mn Services Vermogensbeheer B.V.
10,800$5.9M0.1%CoreVery LowThe Hague, Philippines2026-10-08
KCM Investment Advisors LLC
10,528$5.7M0.2%CoreVery LowGreenbrae, CA2026-10-27
MacKenzie Financial Corp
10,508$5.7M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Cardinal Capital Management
10,342$5.6M0.7%ValueVery LowRaleigh, NC2026-10-21
Bokf, NA
10,257$5.6M0.1%CoreLowTulsa, OK2026-10-27
Arizona State Retirement System
10,089$5.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Swiss Life Asset Management Ltd
9,084$4.9M0.0%CoreLowZurich, Switzerland2026-11-03
Vest Financial, LLC
8,831$4.8M0.1%ValueMediumMclean, VA2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
8,816$4.8M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
8,661$4.7M0.0%IndexLowEast Lansing, MI2026-10-27
Marks Group Wealth Management, Inc
8,582$4.7M0.4%CoreMediumMinnetonka, MN2026-11-05
Hennion & Walsh Asset Management, Inc.
8,398$4.6M0.1%ValueMediumParsippany, NJ2026-10-13
Yousif Capital Management, LLC
8,268$4.5M0.1%IndexVery LowBloomfield Hills, MI2026-10-22
Oak Thistle LLC
8,266$4.5M0.4%ValueVery HighNew York, NY2026-10-21
Elevatus Welath Management
8,226$4.5M1.1%GrowthHighVictor, NY2026-10-19
Xponance LLC
8,223$4.5M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Ethic Inc.
8,136$4.4M0.1%CoreLowNew York, NY2026-11-03
Reliant Investment Management, LLC
7,835$4.3M1.6%GrowthMediumMemphis, TN2026-10-14
Sumitomo Mitsui DS Asset Management Company, Ltd
7,814$4.2M0.0%IndexVery LowTokyo, Mexico2026-10-20
Oregon Public Employees Retirement Fund
7,652$4.2M0.0%IndexVery LowTigard, OR2026-10-30
US Bancorp \de\
6,639$3.6M0.0%IndexLowMinneapolis, MN2026-11-05
Baer Investment Advisory LLC
6,309$3.4M2.7%GrowthMediumTiburon, CA2026-10-13
PensionDanmark Pensionsforsikringsaktieselskab
6,242$3.4M0.0%IndexLowCopenhagen O, Greece2026-10-19
Harel Insurance Investments & Financial Services Ltd.
5,946$3.2M0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Diversify Advisory Services, LLC
5,591$2.8M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
5,591$2.8M0.0%GrowthMediumSandy, UT2026-10-20
Campbell Newman Asset Management Inc
5,553$3.0M0.2%GrowthMediumMilwaukee, WI2026-10-22
CIBC Asset Management Inc
5,500$3.0M0.0%GARPLowToronto, South Africa2026-11-05
Park Avenue Securities LLC
5,394$2.9M0.0%ETFMediumNew York, NY2026-10-26
KBC Group NV
5,374$2.9M0.0%CoreMediumBrussels, Czech Republic2026-10-22
Candriam S.C.A.
5,054$2.8M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Linden Thomas Advisory Services, LLC
4,893$2.7M0.2%CoreLowCharlotte, NC2026-10-19
Radnor Capital Management, LLC
4,814$2.6M0.4%CoreLowWayne, PA2026-10-23
Oppenheimer Asset Management Inc.
4,795$2.6M0.0%CoreMediumNew York, NY2026-10-27
ABN Amro Investment Solutions
4,782$2.6M0.0%GrowthLowParis Cedex 008, India2026-10-21
Cambridge Investment Research Advisors, Inc.
4,720$2.6M0.0%ETFLowFairfield, IA2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
4,618$2.5M0.0%CoreMediumKobenhavn, Greece2026-10-22
SEB Asset Management AB
4,576$2.5M0.0%CoreN/AStockholm, Sweden2026-11-04
OP Asset Management Ltd
4,272$2.3M0.0%GrowthMediumHelsinki, Hungary2026-11-05
IFM Investors Pty Ltd
3,768$2.0M0.0%IndexVery LowMelbourne, China2026-10-14
Farmers & Merchants Trust Co of Long Beach
3,657$2.0M0.4%CoreVery LowLong Beach, CA2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
3,267$1.8M0.0%GrowthMediumZurich, Switzerland2026-10-29
Crossmark Global Holdings, Inc.
3,076$1.7M0.0%GARPMediumHouston, TX2026-10-21
Sterling Capital Management LLC
3,069$1.7M0.0%GARPMediumCharlotte, NC2026-10-22
Davenport & Co LLC
3,049$1.7M0.0%CoreMediumRichmond, VA2026-10-14
Kestra Advisory Services, LLC
2,950$1.6M0.0%CoreLowAustin, TX2026-11-02
Gulf International Bank (UK) Ltd
2,810$1.5M0.1%CoreVery LowLondon, United Kingdom2026-10-20
Nisa Investment Advisors, LLC
2,689$1.5M0.0%IndexVery LowSt. Louis, MO2026-10-20
Cadinha & Co LLC
2,603$1.4M0.2%GrowthLowHonolulu, HI2026-10-22
Fulcrum Asset Management LLP
2,596$1.4M0.1%CoreMediumLondon, United Kingdom2026-11-04
Capital Management Associates
2,500$1.4M1.8%MomentumLowNew York, NY2026-11-03
Wellington Shields & Co., LLC
2,500$1.4M1.8%CoreLowNew York, NY2026-11-03
Wellington Shields Capital Management, LLC
2,500$1.4M1.8%GrowthMediumNew York, NY2026-11-03
Wavvest Wealth LLC
2,307$1.3M1.0%ETFN/AChicago, IL2026-10-21
Legacy Wealth Asset Management, LLC
2,283$1.2M0.3%GARPMediumWoodbury, MN2026-10-09
Regions Financial Corp
2,276$1.2M0.0%CoreLowBirmingham, AL2026-11-05
Norden Group LLC
2,172$1.2M0.1%GrowthMediumProvo, UT2026-10-20
Union Bancaire Privee, UBP SA
2,041$950.8K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Quadrant Capital Group LLC
2,034$1.0M0.0%CoreLowCincinnati, OH2026-10-20
Vise Technologies, Inc.
2,024$1.1M0.0%IndexLowNew York, NY2026-10-29
Moody Lynn Lieberson & Walker, LLC
1,981$1.1M0.1%MomentumLowBoston, MA2026-10-14
Brighton Jones LLC
1,918$1.0M0.0%CoreVery LowSeattle, WA2026-11-03
Plato Investment Management Ltd
1,896$1.0M0.1%CoreLowSydney, China2026-11-05
TD Private Client Wealth LLC
1,866$1.0M0.0%ETFLowNew York, NY2026-10-28
Atria Investments, Inc
1,832$996.3K0.0%CoreMediumCharlotte, NC2026-10-15
Inscription Capital, LLC
1,806$982.1K0.1%GARPMediumHouston, TX2026-11-02
Charter Capital Management, Llc\de
1,786$971.3K0.4%ETFVery LowBrookfield, WI2026-10-28
Themes Management Co LLC
1,763$958.8K0.6%GARPMediumGreenwich, CT2026-10-29
James Investment Research, Inc.
1,757$955.5K0.1%CoreLowAlpha, OH2026-10-22
Choreo, LLC
1,680$913.8K0.0%IndexLowRockford, IL2026-10-28
Tobam
1,603$872.0K0.7%ValueHighParis, India2026-11-03
111 Capital
1,583$860.9K0.1%CoreVery HighParis, India2026-11-03
NWF Advisory Services Inc.
1,580$859.2K0.1%GARPLowLos Angeles, CA2026-10-19
Aaron Wealth Advisors LLC
1,561$848.9K0.0%GrowthMediumChicago, IL2026-10-13
HMS Capital Management, LLC
1,557$846.9K0.3%GrowthMediumNashville, TN2026-10-20
Wedmont Private Capital
1,525$773.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Merrion Investment Management Co, LLC
1,470$799.4K0.4%MomentumLowCranford, NJ2026-10-16
HUB Investment Partners, LLC
1,465$796.7K0.0%GrowthLowAustin, TX2026-11-03
Fifth Third Wealth Advisors LLC
1,457$792.3K0.0%IndexVery LowCincinnati, OH2026-10-22
Keybank National Association
1,452$789.6K0.0%CoreLowBrooklyn, OH2026-11-04
Childress Capital Advisors, LLC
1,442$784.2K0.1%GARPMediumHouston, TX2026-10-28
Trail Ridge Investment Advisors, LLC
1,435$780.4K0.3%CoreLowFort Collins, CO2026-10-16
Gibbs Wealth Management
1,410$766.8K0.1%CoreLowAlpharetta, GA2026-10-22
Smith Chas P & Associates PA Cpas
1,404$705.2K0.0%CoreVery LowLakeland, FL2026-10-22
ProShare Advisors LLC
1,404$763.5K0.0%GrowthLowBethesda, MD2026-10-29
Yorktown Management & Research Co Inc
1,400$761.3K0.5%MomentumMediumForest, VA2026-10-28
UniSuper Management Pty Ltd
1,396$759.2K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Gamma Investing LLC
1,384$752.6K0.0%IndexVery LowFoster City, CA2026-10-08
Evergreen Capital Management LLC
1,362$741.0K0.0%GARPMediumBellevue, WA2026-10-23
Concurrent Investment Advisors, LLC
1,341$729.3K0.0%GrowthMediumTampa, FL2026-10-16
Central Pacific Bank - Trust Division
1,330$723.3K0.1%CoreMediumHonolulu, HI2026-10-06
Portside Wealth Group, LLC
1,229$668.4K0.1%CoreMediumProvo, UT2026-10-20
Farther Finance Advisors, LLC
1,199$652.0K0.0%IndexLowSan Francisco, CA2026-10-08
Elevation Point Wealth Partners, LLC
1,179$641.0K0.0%CoreHighDenver, CO2026-11-05
Kestra Private Wealth Services, LLC
1,177$639.9K0.0%GrowthLowAustin, TX2026-10-30
AMG National Trust Bank
1,168$635.2K0.0%ETFLowGreenwood Village, CO2026-11-05
Confluence Investment Management LLC
1,160$630.8K0.0%ValueMediumSt. Louis, MO2026-10-01
Hager Investment Management Services, LLC
1,152$626.5K0.3%GrowthMediumNew London, NH2026-11-04
4Wealth Advisors, Inc.
1,143$610.2K0.4%ETFMediumBurr Ridge, IL2026-10-13
Kathmere Capital Management, LLC
1,131$615.1K0.0%ETFLowWayne, PA2026-10-20
North Dakota State Investment Board
1,129$614.0K0.0%GrowthMediumBismarck, ND2026-10-27
Chicago Partners Investment Group LLC
1,128$524.5K0.0%GARPLowChicago, IL2026-10-27
Ascent Group, LLC
1,064$578.6K0.0%CoreLowVirginia Beach, VA2026-10-30
MGO One Seven LLC
1,052$572.1K0.0%GrowthLowBeachwood, OH2026-10-28
Meridian Wealth Management, LLC
1,044$567.8K0.0%GrowthLowLexington, KY2026-11-05
BankChampaign, National Association
1,039$565.0K0.5%GrowthMediumChampaign, IL2026-10-19
Linscomb Wealth, Inc.
997$542.3K0.0%ETFLowHouston, TX2026-11-05
Verus Capital Partners, LLC
995$541.1K0.0%GrowthLowScottsdale, AZ2026-11-03
WoodTrust Financial Corp
988$517.0K0.2%CoreLowWisconsin Rapids, WI2026-10-09
Penobscot Investment Management Company, Inc.
980$532.9K0.0%GrowthLowBoston, MA2026-10-26
Cynosure Group, LLC
980$532.9K0.1%ETFMediumSalt Lake City, UT2026-11-03
Ashton Thomas Private Wealth, LLC
974$529.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Compound Planning, Inc.
965$524.6K0.0%CoreLowNew York, NY2026-11-05
NorthCrest Asset Manangement, LLC
956$485.0K0.0%GrowthLowPlymouth, MN2026-10-13
Grove Street Fiduciary, LLC
926$503.6K0.2%ETFVery LowPeterborough, NH2026-10-13
Spire Wealth Management
916$498.1K0.0%GrowthMediumMclean, VA2026-10-30
Trust Point Inc.
897$487.8K0.0%CoreMediumLa Crosse, WI2026-10-27
Interchange Capital Partners, LLC
896$487.3K0.1%GrowthLowPittsburgh, PA2026-10-28
Naples Global Advisors, LLC
889$483.7K0.0%CoreVery LowNaples, FL2026-11-05
Alliance Wealth Advisors, LLC
872$474.2K0.1%ETFHighCenterville, UT2026-10-28
B. Metzler seel. Sohn & Co. AG
859$467.1K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Heartwood Wealth Advisors LLC
850$462.2K0.0%ETFLowRichmond, VA2026-10-05
HB Wealth Management, LLC
849$461.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
839$456.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Morey & Quinn Wealth Partners, LLC
831$451.9K0.3%CoreVery LowOmaha, NE2026-10-28
Horizon Financial Services, LLC
817$444.3K0.2%ETFLowWinston Salem, NC2026-11-04
Compass Ion Advisors, LLC
817$444.3K0.0%ETFVery LowConshohocken, PA2026-10-23
Arista Wealth Management, LLC
814$442.7K0.0%ETFMediumLas Vegas, NV2026-10-29
Profund Advisors LLC
807$438.9K0.0%GrowthLowBethesda, MD2026-10-29
Duncker Streett & Co Inc
800$435.1K0.1%GrowthLowSt. Louis, MO2026-10-27
Krilogy Financial LLC
779$392.7K0.0%GrowthLowSt. Louis, MO2026-10-13
Leonteq Securities AG
769$418.2K0.0%CoreHighZurich, Switzerland2026-10-29
Versant Capital Management, Inc
761$413.8K0.0%GARPLowPhoenix, AZ2026-10-02
B.A. Schrock Wealth Management, Inc.
730$397.8K0.1%GARPN/AWadsworth, OH2026-10-15
Ninety One UK Ltd
720$391.6K0.0%CoreMediumLondon, United Kingdom2026-10-15
Avantax Planning Partners, Inc.
718$390.5K0.0%ETFLowDubuque, IA2026-11-03
Crestwood Advisors Group, LLC
717$389.7K0.0%GrowthLowBoston, MA2026-10-27
Sagespring Wealth Partners, LLC
708$385.2K0.0%ETFLowFranklin, TN2026-10-22
One Wealth Capital Management, LLC
706$383.9K0.1%GrowthMediumScottsdale, AZ2026-10-23
Hilltop National Bank
702$381.8K0.1%CoreLowCasper, WY2026-10-14
Banque Pictet & CIE SA
697$379.0K0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Bryant Woods Investment Advisors, LLC
692$376.3K0.1%ETFLowGetzville, NY2026-10-26
IFP Advisors, Inc
692$376.3K0.0%GrowthLowTampa, FL2026-10-16
Greenleaf Trust
686$373.1K0.0%CoreLowKalamazoo, MI2026-10-29
Signaturefd, LLC
684$371.8K0.0%IndexLowAtlanta, GA2026-10-23
Red Spruce Capital, LLC
675$367.1K0.1%GrowthMediumBerwyn, PA2026-10-07
WBH Advisory Inc
675$367.1K0.0%ETFLowBaltimore, MD2026-11-05
AXS Investments LLC
656$356.7K0.0%GrowthMediumPort Chester, NY2026-11-04
Park Edge Advisors, LLC
654$355.7K0.1%CoreMediumCleveland, OH2026-10-28
Nfsg Corp
653$355.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Perigon Wealth Management, LLC
652$354.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Atwood & Palmer Inc
648$352.4K0.0%CoreVery LowKansas City, MO2026-10-08
Certuity, LLC
648$352.4K0.0%GARPLowNorth Palm Beach, FL2026-11-02
EverSource Wealth Advisors, LLC
643$349.7K0.0%CoreMediumBirmingham, AL2026-11-04
Gateway Investment Advisers LLC
637$346.4K0.0%GrowthLowCincinnati, OH2026-10-13
Princeton Global Asset Management LLC
630$342.6K0.0%GrowthLowPrinceton, NJ2026-10-21
Pennsylvania Capital Management Inc
613$333.4K0.1%GrowthLowHuntingdon Valley, PA2026-11-05
Strs Ohio
612$332.8K0.0%CoreMediumColumbus, OH2026-10-30
Revolve Wealth Partners, LLC
612$332.8K0.0%ETFVery LowHackensack, NJ2026-10-23
Essex LLC
580$315.4K0.0%ETFLowDeer Park, IL2026-10-14
Wedbush Securities Inc
562$306.0K0.0%CoreLowPasadena, CA2026-10-22
Massachusetts Wealth Management
545$296.4K0.1%CoreLowNorth Andover, MA2026-10-21
RFG Advisory, LLC
539$293.2K0.0%ETFMediumBirmingham, AL2026-11-03
Citizens Financial Group Inc
532$289.5K0.0%GrowthLowProvidence, RI2026-10-23
Busey Bank
516$280.6K0.0%GrowthVery LowUrbana, IL2026-10-26
Chicago Capital, LLC
500$271.9K0.0%GrowthLowChicago, IL2026-10-13
Assenagon Asset Management S.A.
500$271.9K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Nkcfo LLC
500$272.0K0.2%GARPHighGeneva, IL2026-11-04
Cyndeo Wealth Partners, LLC
498$271.0K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Argos Wealth Advisors, LLC
495$269.2K0.1%GrowthLowSacramento, CA2026-11-02
Essential Partners LLC
494$268.6K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Lido Advisors, LLC
471$256.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Nilsine Partners, LLC
471$256.1K0.0%CoreMediumGreenwood Village, CO2026-11-02
iA Global Asset Management Inc.
470$256.0K0.0%GrowthMediumQuebec, Austria2026-10-29
Aspiriant, LLC
467$254.0K0.0%ETFVery LowLos Angeles, CA2026-10-16
Integrity Alliance, Llc.
464$252.3K0.0%ETFMediumUrbandale, IA2026-10-29
Parcion Private Wealth LLC
462$251.2K0.0%CoreMediumBellevue, WA2026-10-28
Mission Wealth Management, LP
461$250.5K0.0%ETFLowSanta Barbara, CA2026-10-15
Brookstone Capital Management
438$238.2K0.0%ETFMediumWheaton, IL2026-10-22
Curated Wealth Partners LLC
431$234.4K0.0%GARPLowEl Segundo, CA2026-10-15
Sowell Financial Services LLC
431$234.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Alps Advisors Inc
419$227.9K0.0%YieldLowDenver, CO2026-11-03
Mirae Asset Global Investments Co., Ltd.
418$227.3K0.0%GrowthLowSeoul, Malaysia2026-11-03
Long Island Wealth Management, Inc.
417$226.8K0.1%ETFLowMelville, NY2026-10-20
AlphaCore Capital LLC
416$226.3K0.0%ETFLowLa Jolla, CA2026-11-04
Ifrah Financial Services, Inc.
416$226.5K0.1%ETFLowLittle Rock, AR2026-10-13
Balefire, LLC
404$219.7K0.0%ETFMediumDallas, TX2026-10-09
Realta Investment Advisors
401$218.1K0.1%GrowthMediumWilmington, DE2026-10-14
Pinkerton Wealth, LLC
400$217.5K0.0%CoreHighCoeur D Alene, ID2026-10-29
True Freedom Investing, LLC
400$217.5K0.0%CoreHighCoeur D'Alene, ID2026-10-29
Caitong International Asset Management Co., Ltd
400$217.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Pacifica Partners Inc.
400$217.9K0.1%CoreLowSurrey, South Africa2026-10-09
Washington Trust Advisors, Inc.
400$217.5K0.0%GrowthLowWellesley, MA2026-10-22
Triasima Portfolio Management inc.
400$217.5K0.0%MomentumHighMontreal, Austria2026-10-15
Root Financial Partners, LLC
399$217.0K0.0%ETFMediumEncinitas, CA2026-10-21
Chicago Trust Co NA
391$212.6K0.0%CoreLowGrayslake, IL2026-10-28
VestGen Advisors, LLC
383$208.3K0.0%GrowthMediumChicago, IL2026-10-27
Csenge Advisory Group
381$207.2K0.0%ETFMediumClearwater, FL2026-11-04
MinichMacGregor Wealth Management, LLC
380$206.7K0.0%ETFHighSaratoga Springs, NY2026-10-14
Almanack Investment Partners, Llc.
378$205.6K0.0%ETFMediumNewtown Square, PA2026-11-03
Generali Investments, Management Co LLC
378$205.6K0.0%GrowthMediumLjubljana, Andorra2026-10-19
Cooper Financial Group
376$204.5K0.0%GrowthMediumIrvine, CA2026-10-07
MeadowBrook Investment Advisors LLC
373$176.9K0.1%CoreLowLivonia, MI2026-10-29
Annex Advisory Services, LLC
373$202.8K0.0%GrowthHighBrookfield, WI2026-10-16
Emprise Bank
371$201.8K0.1%ETFVery LowWichita, KS2026-10-07
Lanark Financial, Inc.
360$195.8K0.0%CoreMediumBirmingham, AL2026-10-26
Parallel Advisors, LLC
358$194.7K0.0%IndexLowSan Francisco, CA2026-11-03
Ag2r LA Mondiale Gestion D'actifs
351$190.9K0.0%GrowthLowParis, India2026-10-26
Clean Yield Group
350$190.3K0.0%CoreLowNorwich, VT2026-10-28
Oakworth Capital, Inc.
330$179.5K0.0%ETFLowBirmingham, AL2026-10-26
State of Wyoming
327$177.8K0.0%ValueHighCheyenne, WY2026-10-28
Archer Investment Corp
325$176.7K0.0%CoreMediumCarmel, IN2026-11-05
Hudson Edge Investment Partners Inc.
321$174.6K0.0%Deep ValueMediumJersey City, NJ2026-10-28
Creative Capital Management Investments LLC
307$167.0K0.0%ETFLowSan Diego, CA2026-10-28
Provenance Wealth Advisors, LLC
298$162.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Kepler Cheuvreux (Suisse) SA
279$151.7K0.0%CoreHighNyon, Switzerland2026-10-20
True Wealth Design, LLC
274$149.0K0.0%ETFMediumAkron, OH2026-10-13
Wilmington Savings Fund Society, FSB
265$144.1K0.0%CoreLowWilmington, DE2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
259$140.8K0.2%GrowthMediumIndianapolis, IN2026-10-14
SBI Securities Co., Ltd.
244$132.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Tsfg, LLC
217$118.0K0.1%ETFLowLake Forest, IL2026-10-23
GK Wealth Management LLC
189$102.9K0.1%GARPVery HighReno, NV2026-10-09
Raiffeisen Bank International AG
153$81.7K0.0%GrowthMediumVienna, Chile2026-10-28
CoreCap Advisors, LLC
146$79.4K0.0%ETFMediumSouthfield, MI2026-10-08
SJS Investment Consulting Inc.
145$78.9K0.0%ETFVery LowSylvania, OH2026-10-26
Cedar Mountain Advisors, LLC
128$69.6K0.0%ETFVery LowLake Oswego, OR2026-10-15
MassMutual Private Wealth & Trust, FSB
127$69.1K0.0%CoreLowSpringfield, MA2026-10-05
Ares Financial Consulting, LLC
120$65.3K0.0%CoreLowCalabasas, CA2026-10-19
Owl Creek Wealth Partners LLC
116$63.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Fortitude Family Office, LLC
115$62.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Hazlett, Burt & Watson, Inc.
115$630.0%CoreVery LowWheeling, WV2026-11-04
Elyxium Wealth, LLC
105$57.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Heritage Family Offices, LLP
101$54.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Larson Financial Group LLC
88$47.9K0.0%GrowthLowSt Louis, MO2026-11-05
Parkside Financial Bank & Trust
87$47.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Generali Asset Management SPA SGR
85$46.2K0.0%CoreLowTrieste, Latvia2026-10-26
Trust Co of Vermont
80$43.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Mather Group, Llc.
77$41.9K0.0%ETFMediumChicago, IL2026-10-14
Kennebec Savings Bank
70$38.1K0.0%CoreLowAugusta, ME2026-10-22
Wilkerson Advisory Group LLC
68$37.0K0.0%ETFMediumColumbia, MO2026-10-20
Physician Wealth Advisors, Inc.
65$35.3K0.0%ETFMediumMidvale, UT2026-10-20
Western Pacific Wealth Management, LP
61$33.2K0.0%GrowthLowLake Forest, IL2026-10-16
First Horizon Corp
56$30.5K0.0%CoreLowMemphis, TN2026-10-26
JFS Wealth Advisors, LLC
56$30.5K0.0%ETFVery LowHermitage, PA2026-11-03
Signature Equity Partners, LLC
55$29.9K0.0%GrowthMediumColumbus, OH2026-10-29
Simplex Trading, LLC
51$27.7K0.0%CoreVery HighChicago, IL2026-11-04
Yankcom Partnership
49$26.6K0.0%CoreVery LowYankton, SD2026-10-15
Private Trust Co NA
46$25.0K0.0%CoreLowCleveland, OH2026-10-20
Elevation Wealth Partners, LLC
44$23.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Compass Financial Management LLC
40$21.8K0.0%CoreN/ATampa, FL2026-10-30
Livforsakringsbolaget Skandia, Omsesidigt
40$21.8K0.0%GrowthMediumStockholm, Sweden2026-10-21
Polaris Financial Partners
39$210.0%GrowthN/AWesterville, OH2026-10-02
Bullock Wealth Management Group
37$20.2K0.0%GrowthLowBloomington, IN2026-10-09
Ascentis Independent Advisors
37$20.1K0.0%ETFLowDallas, TX2026-11-03
MV Capital Management, Inc.
36$19.6K0.0%ETFLowBethesda, MD2026-10-29
Farmers & Merchants Investments Inc
32$17.4K0.0%CoreVery LowLincoln, NE2026-10-22
Covestor Ltd
31$17.0K0.0%ValueHighLondon, United Kingdom2026-10-30
Contravisory Investment Management, Inc.
30$16.3K0.0%MomentumHighNorwell, MA2026-10-13
Pinnacle Wealth Planning Services, Inc.
21$11.4K0.0%GARPLowMansfield, OH2026-10-27
Cherry Tree Wealth Management, LLC
20$10.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Salomon & Ludwin, LLC
20$10.9K0.0%ETFVery LowRichmond, VA2026-10-29
Rossby Financial, LCC
19$10.3K0.0%ETFMediumMelbourne, FL2026-11-05
Avion Wealth
19$100.0%ETFLowThe Woodlands, TX2026-11-04
Financial Network Wealth Advisors LLC
19$10.3K0.0%ETFLowMurray, UT2026-10-28
Brown, Lisle Ings, Inc.
16$8.7K0.0%CoreVery LowProvidence, RI2026-10-16
Blue Trust, Inc.
13$7.1K0.0%ETFLowBrentwood, TN2026-10-15
Bare Financial Services, Inc
13$7.1K0.0%ETFVery LowGap, PA2026-11-04
UMB Private Wealth Management, LLC
13$7.1K0.0%GrowthN/AKansas City, MO2026-10-19
Cape Investment Advisory, Inc.
13$7.1K0.0%ETFLowMcdonough, GA2026-10-13
Global Trust Asset Management, LLC
12$6.8K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Valley National Advisers Inc
12$6.5K0.0%ETFLowBethlehem, PA2026-10-23
Rakuten Securities, Inc.
12$6.5K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
DiNuzzo Private Wealth, Inc.
10$5.4K0.0%ETFLowBeaver, PA2026-10-16
James T. Borello RIA
9$4.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
Richardson Capital Management LLC
8$4.4K0.0%ETFLowMenomonee Falls, WI2026-10-23
Hughes Financial Services, LLC
8$4.0K0.0%ETFLowHerndon, VA2026-10-30
Richardson Financial Services Inc.
7$3.8K0.0%GrowthMediumMedway, MA2026-10-30
Bay Harbor Wealth Management, LLC
7$3.8K0.0%ETFMediumHunt Valley, MD2026-11-03
North Star Investment Management Corp.
6$3.3K0.0%CoreLowChicago, IL2026-10-27
MTM Investment Management, LLC
6$3.3K0.0%CoreVery LowSpartanburg, SC2026-10-30
Silver Grove Financial Group, Inc.
6$3.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Bell Investment Advisors, Inc
6$3.3K0.0%ETFVery LowOrinda, CA2026-10-29
Nvest Wealth Strategies, Inc.
6$3.3K0.0%ETFVery LowPowell, OH2026-10-14
Pittenger & Anderson Inc
6$3.3K0.0%CoreLowLincoln, NE2026-11-02
Arlington Trust Co LLC
6$3.3K0.0%ETFMediumBirmingham, AL2026-10-20
Clark Wealth Partners
5$2.7K0.0%ETFVery LowO'Fallon, IL2026-10-19
Gleason Group, Inc.
5$2.7K0.0%ETFVery LowProspect, KY2026-10-15
Ascentis Wealth Management, LLC
5$2.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Center for Financial Planning, Inc.
5$2.7K0.0%ETFLowSouthfied, MI2026-10-26
Meriwether Wealth & Planning, LLC
4$2.2K0.0%ETFMediumMinden, LA2026-10-13
William B. Walkup & Associates, Inc.
4$2.2K0.0%ValueLowColumbia, SC2026-11-05
Plante Moran Financial Advisors, LLC
4$2.2K0.0%ETFVery LowSouthfield, MI2026-11-04
Cromwell Holdings LLC
4$2.2K0.0%IndexLowJackson, WY2026-10-28
Marquette Asset Management, LLC
4$2.2K0.0%ETFVery LowMinneapolis, MN2026-10-09
Godsey & Gibb, Inc
3$1.6K0.0%CoreLowRichmond, VA2026-10-14
Financial Management Professionals, Inc.
3$1.6K0.0%ETFMediumAustin, TX2026-10-23
Creative Financial Designs Inc
2$1.1K0.0%ETFMediumKokomo, IN2026-11-04
Align Financial, LLC
2$1.1K0.0%ETFVery LowHermantown, MN2026-10-16
William Mack & Associates, Inc.
2$1.1K0.0%ETFLowTroy, MI2026-10-27
Capital Advisors, Ltd. LLC
2$10.0%ETFLowShaker Heights, OH2026-10-27
TFC Financial Management, Inc.
1$5440.0%ETFVery LowBoston, MA2026-10-26
Security National Bank
1$5440.0%GrowthLowOmaha, NE2026-10-26
DecisionPoint Financial, LLC
1$5450.0%ETFVery LowMesa, AZ2026-10-27
Quaker Wealth Management, LLC
1$5440.0%ETFMediumMoorestown, NJ2026-10-22
Breakwater Investment Management
1$5440.0%ETFLowSeattle, WA2026-10-20
Armstrong Advisory Group, Inc
1$5440.0%ETFHighNeedham, MA2026-10-09
Trust Co
1$5440.0%ETFVery LowManhattan, KS2026-10-09
Birchwood Financial Partners, Inc.
1$5440.0%ETFVery LowBloomington, MN2026-11-02
Triumph Capital Management
1$5440.0%ETFMediumDenver, CO2026-10-14