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Diageo PLC (DGED)

CUSIP: 25243Q205 | LN | 2930 institutional holders

Quarters

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

Dimensional Fund Advisors LP2,051,793
0.0% of portfolio›$175.6M
Equity Investment Corp1,673,224
2.7% of portfolio›$143.2M
Markel Group Inc.1,372,208
0.9% of portfolio›$117.5M
ABC Arbitrage SA591,885
5.0% of portfolio›$50.7M
Douglas Lane & Associates, LLC504,919
0.6% of portfolio›$43.2M
AGF Management LTD386,137
0.1% of portfolio›$33.1M
Private Management Group Inc346,943
0.8% of portfolio›$29.7M
Saratoga Research & Investment Management340,544
1.6% of portfolio›$29.2M
Foundation Resource Management Inc239,005
2.2% of portfolio›$20.5M
Oppenheimer Asset Management Inc.208,626
0.2% of portfolio›$17.9M
Townsend & Associates, Inc170,996
1.4% of portfolio›$16.3M
Assetmark, Inc161,005
0.0% of portfolio›$13.8M
Great Hill Capital LLC153,837
0.8% of portfolio›$13.2M
Cambiar Investors LLC138,244
0.5% of portfolio›$11.8M
Allied Investment Advisors, LLC132,889
1.1% of portfolio›$11.4M
Tweedy, Browne Co LLC122,706
0.9% of portfolio›$10.5M
Creative Planning112,569
0.0% of portfolio›$9.6M
Grandfield & Dodd, LLC107,867
0.5% of portfolio›$9.2M
Confluence Investment Management LLC100,892
0.1% of portfolio›$8.6M
Poehling Capital Management, Inc.95,770
1.7% of portfolio›$8.2M
Morguard Lincluden Global Investments Ltd93,872
0.0% of portfolio›$8.0K
Philip James Wealth Mangement, LLC88,963
0.8% of portfolio›$7.6M
Live Oak Private Wealth LLC84,945
0.9% of portfolio›$7.3M
Lmcg Investments, LLC78,471
0.4% of portfolio›$6.7M
Wealth Enhancement Advisory Services, LLC75,873
0.0% of portfolio›$5.2M
Addenda Capital Inc.73,000
0.2% of portfolio›$6.2M
Truist Financial Corp72,386
0.0% of portfolio›$6.2M
Schaper Benz & Wise Investment Counsel Inc67,813
0.4% of portfolio›$5.8M
Capricorn Fund Managers Ltd67,000
0.5% of portfolio›$5.7M
Lorne Steinberg Wealth Management Inc.60,280
1.1% of portfolio›$5.2M
Commonwealth Equity Services, LLC55,768
0.0% of portfolio›$4.8M
Citigroup Inc41,264
0.0% of portfolio›$3.5M
Value Partners Investments Inc.40,214
0.2% of portfolio›$3.4M
Dmkc Advisory Services, LLC39,739
0.8% of portfolio›$3.4M
Quadrant Capital Group LLC39,641
0.1% of portfolio›$3.6M
Transmarket Holdings LP38,125
1.8% of portfolio›$3.3M
Ethic Inc.34,527
0.0% of portfolio›$3.0M
D.A. Davidson & Co.29,637
0.0% of portfolio›$2.5M
Benedict Financial Advisors Inc28,241
0.5% of portfolio›$2.4M
Royal Fund Management, LLC28,142
0.2% of portfolio›$2.4M
Atria Investments, Inc28,104
0.0% of portfolio›$2.4M
LEE Danner & Bass Inc26,908
0.1% of portfolio›$2.3M
Roffman Miller Associates Inc26,458
0.1% of portfolio›$2.3M
Tctc Holdings, LLC23,950
0.0% of portfolio›$2.1M
Pekin Hardy Strauss, Inc.22,935
0.2% of portfolio›$2.0M
Beutel, Goodman & Co Ltd.22,635
0.0% of portfolio›$1.9K
Old Port Advisors22,331
0.4% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.21,130
0.0% of portfolio›$1.8K
Kestra Advisory Services, LLC20,619
0.0% of portfolio›$1.8M
Concurrent Investment Advisors, LLC20,125
0.0% of portfolio›$1.7M
Clear Harbor Asset Management, LLC19,966
0.1% of portfolio›$1.7M
Investment Management Associates Inc19,657
0.3% of portfolio›$1.7M
Levin Capital Strategies, L.P.19,464
0.1% of portfolio›$1.7M
HB Wealth Management, LLC18,983
0.0% of portfolio›$1.6M
Chiron Capital Management, LLC17,705
1.5% of portfolio›$1.5M
Davenport & Co LLC17,470
0.0% of portfolio›$1.5M
Inlet Private Wealth, LLC17,176
0.4% of portfolio›$1.5M
GC Wealth Management RIA, LLC16,962
0.1% of portfolio›$1.5M
NorthCrest Asset Manangement, LLC16,493
0.0% of portfolio›$1.4M
Evergreen Capital Management LLC15,820
0.0% of portfolio›$1.4M
Montag A & Associates Inc15,648
0.1% of portfolio›$1.3M
Fort Washington Investment Advisors Inc15,398
0.0% of portfolio›$1.3M
Keybank National Association15,378
0.0% of portfolio›$1.3M
Autumn Glory Partners, LLC15,213
0.4% of portfolio›$1.3M
Vise Technologies, Inc.14,521
0.0% of portfolio›$1.2M
Nicholas Hoffman & Company, Llc.13,872
0.0% of portfolio›$1.2M
Kornitzer Capital Management Inc13,055
0.0% of portfolio›$1.1M
Farther Finance Advisors, LLC12,520
0.0% of portfolio›$1.1M
J. Safra Sarasin Holding AG12,442
0.0% of portfolio›$1.1M
Prime Capital Investment Advisors, LLC12,336
0.0% of portfolio›$1.1M
Burkett Asset Management Ltd12,290
1.0% of portfolio›$1.1M
Highland Capital Management, LLC11,340
0.0% of portfolio›$970.7K
Sterling Capital Management LLC11,307
0.0% of portfolio›$967.9K
Beverly Hills Private Wealth, LLC10,902
0.2% of portfolio›$933.2K
Signaturefd, LLC10,844
0.0% of portfolio›$928.2K
Aaron Wealth Advisors LLC10,777
0.0% of portfolio›$922.5K
Global Strategic Management Inc10,550
0.0% of portfolio›$904
Elevation Point Wealth Partners, LLC10,301
0.0% of portfolio›$881.6K
Kestra Private Wealth Services, LLC10,119
0.0% of portfolio›$866.2K
Crossmark Global Holdings, Inc.9,952
0.0% of portfolio›$851.9K
Gibbs Wealth Management9,948
0.1% of portfolio›$851.5K
Westhampton Capital, LLC9,816
0.4% of portfolio›$840.2K
Shrier Wealth Management, LLC9,599
0.3% of portfolio›$821.7K
Prospera Financial Services Inc9,343
0.0% of portfolio›$873.4K
Mitchell & Pahl Private Wealth, LLC9,259
0.3% of portfolio›$792.6K
CIBC Asset Management Inc9,078
0.0% of portfolio›$777.1K
Portside Wealth Group, LLC8,977
0.1% of portfolio›$768.4K
TD Waterhouse Canada Inc.8,962
0.0% of portfolio›$756.5K
Park Avenue Securities LLC8,325
0.0% of portfolio›$713
Euro Pacific Asset Management, LLC8,280
0.1% of portfolio›$708.8K
Lanark Financial, Inc.8,210
0.0% of portfolio›$702.8K
Manske Wealth Management8,194
0.2% of portfolio›$701.4K
Bradyco, Inc.8,040
0.5% of portfolio›$688.2K
Legacy Capital Wealth Partners, LLC8,003
0.1% of portfolio›$685.1K
Councilmark Asset Management, LLC7,875
0.3% of portfolio›$674.1K
Pinnacle Associates LTD7,737
0.0% of portfolio›$662.3K
Allspring Global Investments Holdings, LLC7,730
0.0% of portfolio›$654.0K
Modera Wealth Management, LLC7,323
0.0% of portfolio›$626.8K
Parrish Capital LLC7,100
0.6% of portfolio›$607.8K
OceanIQ Capital, LLC7,052
0.3% of portfolio›$637.7K
Vontobel Holding Ltd.7,000
0.0% of portfolio›$599.4K
Blue Trust, Inc.6,994
0.0% of portfolio›$598.7K
Choreo, LLC6,875
0.0% of portfolio›$588.5K
Valeo Financial Advisors, LLC6,772
0.0% of portfolio›$579.7K
Parallel Advisors, LLC6,664
0.0% of portfolio›$570.4K
Regions Financial Corp6,663
0.0% of portfolio›$570.4K
Profund Advisors LLC6,604
0.0% of portfolio›$565.3K
Tanager Wealth Management LLP6,604
0.0% of portfolio›$565.3K
TT Capital Management LLC6,573
0.4% of portfolio›$562.6K
Wynn Capital, LLC6,506
0.2% of portfolio›$556.9K
Lincoln Capital LLC6,383
0.1% of portfolio›$546.4K
Advisortrust Partners, LLC6,308
0.2% of portfolio›$540.0K
Simplex Trading, LLC6,208
0.0% of portfolio›$531.4K
Courier Capital LLC6,188
0.0% of portfolio›$529.7K
Chicago Trust Co NA6,170
0.1% of portfolio›$528.2K
Foster Victor Wealth Advisors, LLC6,139
0.0% of portfolio›$573.9K
Investors Research Corp6,113
0.1% of portfolio›$523.3K
Trust Co of Vermont6,004
0.0% of portfolio›$513.9K
Retirement Planning Co of New England, Inc.5,946
0.2% of portfolio›$509.0K
Oppenheimer & Co Inc5,939
0.0% of portfolio›$508.4K
CoreCap Advisors, LLC5,507
0.0% of portfolio›$471.4K
Boston Trust Walden Corp5,496
0.0% of portfolio›$470.5K
Patriot Financial Group Insurance Agency, LLC5,455
0.0% of portfolio›$467.0K
New Wave Wealth Advisors LLC5,393
0.1% of portfolio›$487.7K
Cowa, LLC5,175
0.1% of portfolio›$443.0K
DecisionMap Wealth Management, LLC5,117
0.2% of portfolio›$438.0K
Quintet Private Bank (Europe) S.A.5,000
0.0% of portfolio›$428.0K
Crestwood Advisors Group, LLC4,977
0.0% of portfolio›$426.0K
Lazari Capital Management, Inc.4,720
0.1% of portfolio›$404.0K
MGO One Seven LLC4,712
0.0% of portfolio›$403.3K
Daymark Wealth Partners, LLC4,685
0.0% of portfolio›$401.1K
Pinnacle Wealth Planning Services, Inc.4,604
0.0% of portfolio›$394.1K
Jeppson Wealth Management, LLC4,559
0.1% of portfolio›$390.3K
Bahl & Gaynor LLC4,513
0.0% of portfolio›$386.3K
Asset Management One Co., Ltd.4,435
0.0% of portfolio›$379.6K
Axxcess Wealth Management, LLC4,335
0.0% of portfolio›$371.1K
Cullen T Bankers, Inc.4,254
0.0% of portfolio›$364.1K
Ervin Investment Management, LLC4,201
0.2% of portfolio›$359.6K
First Nebraska Trust Co4,187
0.0% of portfolio›$358.4K
Pinnacle Wealth Management Advisory Group, LLC4,152
0.0% of portfolio›$355.4K
Independence Bank of Kentucky4,049
0.0% of portfolio›$346.6K
OpenArc Corporate Advisory, LLC4,039
0.0% of portfolio›$345.7K
Welch Group, LLC3,967
0.0% of portfolio›$339.6K
Bangor Savings Bank3,894
0.0% of portfolio›$333.3K
Trek Financial, LLC3,858
0.0% of portfolio›$330.2K
Mystic Asset Management, Inc.3,854
0.1% of portfolio›$329.9K
Dynamic Advisor Solutions LLC3,816
0.0% of portfolio›$326.7K
Founders Capital Management, LLC3,815
0.0% of portfolio›$326.6K
Apollon Wealth Management, LLC3,803
0.0% of portfolio›$325.5K
DMC Group, LLC3,796
0.2% of portfolio›$324.9K
Compass Wealth Management LLC3,789
0.1% of portfolio›$324.3K
Alhambra Investment Management LLC3,714
0.1% of portfolio›$317.9K
Rossby Financial, LCC3,704
0.0% of portfolio›$317.1K
Affiance Financial, LLC3,702
0.0% of portfolio›$317.0K
StoneX Group Inc.3,686
0.0% of portfolio›$321.4K
Woodmont Investment Counsel LLC3,623
0.0% of portfolio›$310.1K
NLB Skladi, upravljanje premozenja, d.o.o.3,612
0.0% of portfolio›$309.2K
Searle & Co.3,600
0.1% of portfolio›$308.2K
Diversify Wealth Management, LLC3,597
0.0% of portfolio›$338.0K
Diversify Advisory Services, LLC3,597
0.0% of portfolio›$338.0K
Abel Hall, LLC3,569
0.1% of portfolio›$305.5K
Norden Group LLC3,548
0.0% of portfolio›$303.7K
Rossmore Private Capital3,454
0.0% of portfolio›$295.7K
Citizens National Bank Trust Department3,435
0.0% of portfolio›$294.0K
Perigon Wealth Management, LLC3,429
0.0% of portfolio›$293.6K
Avidian Wealth Enterprises, LLC3,346
0.0% of portfolio›$286.4K
May Hill Capital, LLC3,346
0.1% of portfolio›$286.4K
Versant Capital Management, Inc3,330
0.0% of portfolio›$285.0K
AMG National Trust Bank3,056
0.0% of portfolio›$261.6K
SBI Securities Co., Ltd.3,017
0.0% of portfolio›$258.3K
Indivisible Partners2,983
0.0% of portfolio›$255.4K
Simplicity Wealth,LLC2,947
0.0% of portfolio›$252.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,889
0.0% of portfolio›$247.3K
First Affirmative Financial Network2,868
0.1% of portfolio›$245.5K
Bfsg, LLC2,856
0.0% of portfolio›$244.5K
Occidental Asset Management, LLC2,846
0.0% of portfolio›$243.6K
Bull Street Advisors, LLC2,835
0.0% of portfolio›$243
Wilmington Savings Fund Society, FSB2,767
0.0% of portfolio›$236.9K
Radnor Capital Management, LLC2,759
0.0% of portfolio›$236.2K
Sowell Financial Services LLC2,747
0.0% of portfolio›$235.2K
Trust Point Inc.2,721
0.0% of portfolio›$232.9K
Marino, Stram & Associates LLC2,684
0.0% of portfolio›$229.8K
Washington Trust Advisors, Inc.2,677
0.0% of portfolio›$229.2K
Sapient Capital LLC2,640
0.0% of portfolio›$226.0K
Venture Visionary Partners LLC2,592
0.0% of portfolio›$221.9K
Mission Wealth Management, LP2,579
0.0% of portfolio›$220.8K
TD Private Client Wealth LLC2,509
0.0% of portfolio›$214.8K
Gallacher Capital Management LLC2,471
0.2% of portfolio›$211.5K
Cypress Capital Group2,456
0.0% of portfolio›$210.2K
Ridgewood Investments LLC2,402
0.1% of portfolio›$205.6K
B. Riley Wealth Advisors, Inc.2,398
0.0% of portfolio›$205.3K
Parsons Capital Management Inc2,327
0.0% of portfolio›$199.2K
Sanders Morris Harris LLC2,313
0.0% of portfolio›$202.4K
Vision Financial Markets LLC2,267
0.1% of portfolio›$191.4K
Private Trust Co NA2,227
0.0% of portfolio›$190.6K
China Universal Asset Management Co., Ltd.1,884
0.0% of portfolio›$160.8K
James T. Borello RIA1,722
0.0% of portfolio›$147.4K
Gamma Investing LLC1,715
0.0% of portfolio›$146.8K
Cromwell Holdings LLC1,592
0.1% of portfolio›$136.3K
Parkside Financial Bank & Trust1,493
0.0% of portfolio›$127.8K
First Horizon Corp1,433
0.0% of portfolio›$122.7K
EverSource Wealth Advisors, LLC1,240
0.0% of portfolio›$106.2K
Security National Bank1,161
0.0% of portfolio›$99.4K
Central Pacific Bank - Trust Division1,100
0.0% of portfolio›$94.2K
IFP Advisors, Inc1,081
0.0% of portfolio›$92.5K
Hara Capital LLC1,050
0.0% of portfolio›$89.9K
Kimelman & Baird, LLC1,000
0.0% of portfolio›$85.6K
Axiom Investment Management LLC876
0.1% of portfolio›$75.0K
Golden State Wealth Management, LLC840
0.0% of portfolio›$71.9K
Provenance Wealth Advisors, LLC790
0.0% of portfolio›$67.6K
Larson Financial Group LLC747
0.0% of portfolio›$63.9K
V-Square Quantitative Management LLC743
0.0% of portfolio›$63.6K
Legacy Bridge, LLC705
0.0% of portfolio›$60.3K
Caldwell Trust Co676
0.0% of portfolio›$57.9K
Cape Investment Advisory, Inc.666
0.0% of portfolio›$57.0K
Hickory Point Bank & Trust660
0.0% of portfolio›$56.5K
Leonteq Securities AG656
0.0% of portfolio›$56.2K
Farmers & Merchants Investments Inc650
0.0% of portfolio›$55.6K
Creative Financial Designs Inc649
0.0% of portfolio›$55.6K
Grove Bank & Trust609
0.0% of portfolio›$52.1K
Beacon Investment Advisory Services, Inc.598
0.0% of portfolio›$51.2K
Financial Network Wealth Advisors LLC598
0.1% of portfolio›$51.2K
GHP Investment Advisors, Inc.582
0.0% of portfolio›$49.8K
JFS Wealth Advisors, LLC505
0.0% of portfolio›$43.2K
Q Fund Management (Hong Kong) Ltd500
0.0% of portfolio›$42.8K
Salomon & Ludwin, LLC468
0.0% of portfolio›$40.1K
Cassaday & Co Wealth Management LLC460
0.0% of portfolio›$39.4K
Bell Investment Advisors, Inc458
0.0% of portfolio›$39.2K
High Note Wealth, LLC437
0.0% of portfolio›$37.4K
Owl Creek Wealth Partners LLC403
0.0% of portfolio›$34.5K
Hazlett, Burt & Watson, Inc.395
0.0% of portfolio›$34
GGM Financial LLC395
0.0% of portfolio›$33.8K
Pinnacle Bancorp, Inc.365
0.0% of portfolio›$31.2K
Birch Financial Group, LLC327
0.0% of portfolio›$28.0K
Mather Group, Llc.322
0.0% of portfolio›$27.6K
New England Capital Financial Advisors LLC311
0.0% of portfolio›$26.6K
Piscataqua Savings Bank308
0.0% of portfolio›$26.4K
Wealth Enhancement Trust Services, Inc.300
0.0% of portfolio›$25.7K
First Bancorp, Inc290
0.0% of portfolio›$24.8K
GK Wealth Management LLC261
0.0% of portfolio›$22.4K
Barrett & Company, Inc.260
0.0% of portfolio›$22.3K
Harbor Investment Advisory, LLC230
0.0% of portfolio›$19.7K
Proathlete Wealth Management LLC224
0.0% of portfolio›$19.2K
WPG Advisers, LLC221
0.0% of portfolio›$18.9K
Financial Perspectives, Inc215
0.0% of portfolio›$18.4K
Silver Grove Financial Group, Inc.213
0.0% of portfolio›$18.2K
Glass Jacobson Investment Advisors llc200
0.0% of portfolio›$17.1K
Kentucky Trust Co200
0.0% of portfolio›$17.1K
Thompson Investment Management, Inc.200
0.0% of portfolio›$17.1K
Alpine Bank Wealth Management200
0.0% of portfolio›$17.1K
Fairscale Capital, LLC184
0.0% of portfolio›$17.2K
North Star Investment Management Corp.178
0.0% of portfolio›$15.2K
Beacon Financial Strategies Corp177
0.0% of portfolio›$15.2K
Tradewinds Capital Management, LLC175
0.0% of portfolio›$15.0K
Kelleher Financial Advisors175
0.0% of portfolio›$15.0K
Oakworth Capital, Inc.174
0.0% of portfolio›$14.9K
City Holding Co172
0.0% of portfolio›$14.7K
Lodestone Wealth Management LLC172
0.0% of portfolio›$14.7K
Hilltop National Bank171
0.0% of portfolio›$14.6K
Nova Financial LLC167
0.0% of portfolio›$14.3K
CrossGen Wealth, LLC165
0.0% of portfolio›$14.1K
First Premier Bank150
0.0% of portfolio›$13
Guardian Partners Inc.150
0.0% of portfolio›$12.8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP150
0.0% of portfolio›$12.8K
Princeton Global Asset Management LLC139
0.0% of portfolio›$11.9K
Hurley Capital, LLC130
0.0% of portfolio›$11.1K
Old Second National Bank of Aurora125
0.0% of portfolio›$10.7K
West Financial Advisors, LLC117
0.0% of portfolio›$10.0K
Pacific Center for Financial Services113
0.0% of portfolio›$9.7K
Financial Consulate, Inc110
0.0% of portfolio›$9.4K
True Wealth Design, LLC110
0.0% of portfolio›$9.4K
Clark Wealth Partners108
0.0% of portfolio›$9.3K
St. Johns Investment Management Company, LLC100
0.0% of portfolio›$8.6K
SJS Investment Consulting Inc.100
0.0% of portfolio›$8.6K
Advantage Trust Co100
0.0% of portfolio›$8.6K
PFS Partners, LLC100
0.0% of portfolio›$8.6K
Caitong International Asset Management Co., Ltd97
0.0% of portfolio›$8.3K
Adirondack Trust Co96
0.0% of portfolio›$8.2K
Spire Wealth Management90
0.0% of portfolio›$7.7K
Rosenberg Matthew Hamilton85
0.0% of portfolio›$7.3K
Elevation Wealth Partners, LLC79
0.0% of portfolio›$6.8K
Essential Partners LLC77
0.0% of portfolio›$6.6K
Physician Wealth Advisors, Inc.77
0.0% of portfolio›$6.6K
Entrust Financial LLC74
0.0% of portfolio›$6.3K
Tower Trust & Investment Co66
0.0% of portfolio›$5.6K
Wolff Wiese Magana LLC65
0.0% of portfolio›$5.6K
Gleason Group, Inc.64
0.0% of portfolio›$5.5K
Cedar Mountain Advisors, LLC63
0.0% of portfolio›$5.4K
Signature Equity Partners, LLC62
0.0% of portfolio›$5.3K
Balance Wealth Partners LLC61
0.0% of portfolio›$5.2K
DecisionPoint Financial, LLC58
0.0% of portfolio›$4.9K
Highline Wealth Partners LLC58
0.0% of portfolio›$5.0K
Ares Financial Consulting, LLC55
0.0% of portfolio›$4.7K
Rakuten Securities, Inc.55
0.0% of portfolio›$4.7K
Godsey & Gibb, Inc50
0.0% of portfolio›$4.3K
Sfam, LLC50
0.0% of portfolio›$4.3K
Virginia Estate & Retirement Planning Advisors Inc.50
0.0% of portfolio›$4.3K
Pflug Koory, LLC47
0.0% of portfolio›$4.0K
Gold Investment Management Ltd.46
0.0% of portfolio›$3.9K
MTM Investment Management, LLC40
0.0% of portfolio›$3.4K
Pacifica Partners Inc.40
0.0% of portfolio›$3.4K
Toth Financial Advisory Corp36
0.0% of portfolio›$3.1K
Plante Moran Financial Advisors, LLC36
0.0% of portfolio›$3.1K
Elyxium Wealth, LLC33
0.0% of portfolio›$2.8K
MV Capital Management, Inc.33
0.0% of portfolio›$2.8K
1620 Investment Advisors, Inc.32
0.0% of portfolio›$2.7K
Trust Co of Toledo NA31
0.0% of portfolio›$2.7K
Nisa Investment Advisors, LLC31
0.0% of portfolio›$2.7K
Key FInancial Inc30
0.0% of portfolio›$2.6K
Tsfg, LLC30
0.0% of portfolio›$3
Gilpin Wealth Management, LLC30
0.0% of portfolio›$2.6K
Mascoma Wealth Management LLC26
0.0% of portfolio›$2.2K
American Capital Advisory, LLC26
0.0% of portfolio›$2.2K
Root Financial Partners, LLC23
0.0% of portfolio›$2.0K
Ascentis Independent Advisors21
0.0% of portfolio›$1.8K
Eukles Asset Management20
0.0% of portfolio›$1.7K
Buck Wealth Strategies, LLC20
0.0% of portfolio›$1.7K
Jnba Financial Advisors19
0.0% of portfolio›$1.6K
Financial Management Professionals, Inc.18
0.0% of portfolio›$1.5K
Global Trust Asset Management, LLC18
0.0% of portfolio›$1.5K
Acumen Wealth Advisors, LLC17
0.0% of portfolio›$1.5K
IMG Wealth Management, Inc.15
0.0% of portfolio›$1.3K
Evolution Wealth Management Inc.14
0.0% of portfolio›$1.2K
Manchester Capital Management LLC14
0.0% of portfolio›$1.2K
Retirement Wealth Solutions LLC13
0.0% of portfolio›$1.1K
Laurel Wealth Advisors LLC13
0.0% of portfolio›$1.1K
Planning Strategies Inc.13
0.0% of portfolio›$1.1K
Indiana Trust & Investment Management Co12
0.0% of portfolio›$1.0K
Mosley Wealth Management12
0.0% of portfolio›$1.2K
Fairway Wealth LLC12
0.0% of portfolio›$1.0K
Breakwater Investment Management9
0.0% of portfolio›$771
Raleigh Capital Management Inc.8
0.0% of portfolio›$692
Fairman Group, LLC8
0.0% of portfolio›$685
Monetary Solutions, Ltd6
0.0% of portfolio›$514
Archer Investment Corp5
0.0% of portfolio›$428
Dhjj Financial Advisors, Ltd.3
0.0% of portfolio›$257
Trust Co3
0.0% of portfolio›$257
Abound Wealth Management1
0.0% of portfolio›$86
Tounjian Advisory Partners, LLC0
0.0% of portfolio›$34
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,051,793$175.6M0.0%IndexLowAustin, TX2026-11-04
Equity Investment Corp
1,673,224$143.2M2.7%YieldMediumAtlanta, GA2026-11-04
Markel Group Inc.
1,372,208$117.5M0.9%CoreVery LowGlen Allen, VA2026-10-30
ABC Arbitrage SA
591,885$50.7M5.0%YieldVery HighParis, India2026-10-23
Douglas Lane & Associates, LLC
504,919$43.2M0.6%ValueLowNew York, NY2026-10-09
AGF Management LTD
386,137$33.1M0.1%GrowthHighToronto, Australia2026-11-03
Private Management Group Inc
346,943$29.7M0.8%YieldLowIrvine, CA2026-11-04
Saratoga Research & Investment Management
340,544$29.2M1.6%CoreLowSaratoga, CA2026-10-16
Foundation Resource Management Inc
239,005$20.5M2.2%ValueLowLittle Rock, AR2026-10-19
Oppenheimer Asset Management Inc.
208,626$17.9M0.2%CoreMediumNew York, NY2026-10-27
Townsend & Associates, Inc
170,996$16.3M1.4%Deep ValueLowWestminster, CO2026-10-23
Assetmark, Inc
161,005$13.8M0.0%ETFLowConcord, CA2026-10-21
Great Hill Capital LLC
153,837$13.2M0.8%Deep ValueMediumNew York, NY2026-10-20
Cambiar Investors LLC
138,244$11.8M0.5%ValueMediumDenver, CO2026-11-04
Allied Investment Advisors, LLC
132,889$11.4M1.1%ValueLowBillings, MT2026-10-13
Tweedy, Browne Co LLC
122,706$10.5M0.9%Deep ValueLowStamford, CT2026-11-04
Creative Planning
112,569$9.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Grandfield & Dodd, LLC
107,867$9.2M0.5%CoreVery LowNew York, NY2026-10-29
Confluence Investment Management LLC
100,892$8.6M0.1%ValueMediumSt. Louis, MO2026-10-01
Poehling Capital Management, Inc.
95,770$8.2M1.7%ValueLowMadison, WI2026-10-20
Morguard Lincluden Global Investments Ltd
93,872$8.0K0.0%Deep ValueLowMississauga, Australia2026-10-28
Philip James Wealth Mangement, LLC
88,963$7.6M0.8%YieldMediumMilton, GA2026-10-27
Live Oak Private Wealth LLC
84,945$7.3M0.9%ValueLowWilmington, NC2026-11-02
Lmcg Investments, LLC
78,471$6.7M0.4%CoreLowBoston, MA2026-10-21
Wealth Enhancement Advisory Services, LLC
75,873$5.2M0.0%CoreLowPlymouth, MN2026-10-13
Addenda Capital Inc.
73,000$6.2M0.2%GARPLowMontreal, Austria2026-10-13
Truist Financial Corp
72,386$6.2M0.0%CoreLowCharlotte, NC2026-10-30
Schaper Benz & Wise Investment Counsel Inc
67,813$5.8M0.4%CoreVery LowNeenah, WI2026-10-09
Capricorn Fund Managers Ltd
67,000$5.7M0.5%GARPVery HighLondon, United Kingdom2026-11-03
Lorne Steinberg Wealth Management Inc.
60,280$5.2M1.1%ValueLowMontreal, Quebec, South Africa2026-10-23
Commonwealth Equity Services, LLC
55,768$4.8M0.0%ETFLowWaltham, MA2026-11-02
Citigroup Inc
41,264$3.5M0.0%CoreMediumNew York, NY2026-11-04
Value Partners Investments Inc.
40,214$3.4M0.2%ValueMediumWinnipeg, Argentina2026-10-19
Dmkc Advisory Services, LLC
39,739$3.4M0.8%ETFLowDes Moines, IA2026-11-04
Quadrant Capital Group LLC
39,641$3.6M0.1%CoreLowCincinnati, OH2026-10-20
Transmarket Holdings LP
38,125$3.3M1.8%Deep ValueVery HighChicago, IL2026-10-27
Ethic Inc.
34,527$3.0M0.0%CoreLowNew York, NY2026-11-03
D.A. Davidson & Co.
29,637$2.5M0.0%CoreLowGreat Falls, MT2026-10-28
Benedict Financial Advisors Inc
28,241$2.4M0.5%CoreVery LowAtlanta, GA2026-10-07
Royal Fund Management, LLC
28,142$2.4M0.2%GrowthMediumLady Lake, FL2026-10-22
Atria Investments, Inc
28,104$2.4M0.0%CoreMediumCharlotte, NC2026-10-15
LEE Danner & Bass Inc
26,908$2.3M0.1%ValueVery LowNashville, TN2026-10-27
Roffman Miller Associates Inc
26,458$2.3M0.1%CoreVery LowPhiladelphia, PA2026-10-19
Tctc Holdings, LLC
23,950$2.1M0.0%ValueVery LowDallas, TX2026-11-02
Pekin Hardy Strauss, Inc.
22,935$2.0M0.2%ValueMediumChicago, IL2026-11-02
Beutel, Goodman & Co Ltd.
22,635$1.9K0.0%ValueMediumToronto, Australia2026-11-04
Old Port Advisors
22,331$1.9M0.4%GARPLowPortland, ME2026-10-23
Cambridge Investment Research Advisors, Inc.
21,130$1.8K0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
20,619$1.8M0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
20,125$1.7M0.0%GrowthMediumTampa, FL2026-10-16
Clear Harbor Asset Management, LLC
19,966$1.7M0.1%CoreLowStamford, CT2026-11-05
Investment Management Associates Inc
19,657$1.7M0.3%Deep ValueMediumGreenwood Village, CO2026-10-29
Levin Capital Strategies, L.P.
19,464$1.7M0.1%ValueMediumNew York, NY2026-11-02
HB Wealth Management, LLC
18,983$1.6M0.0%IndexVery LowAtlanta, GA2026-10-23
Chiron Capital Management, LLC
17,705$1.5M1.5%YieldMediumTallahassee, FL2026-10-15
Davenport & Co LLC
17,470$1.5M0.0%CoreMediumRichmond, VA2026-10-14
Inlet Private Wealth, LLC
17,176$1.5M0.4%ValueLowJupiter, FL2026-10-21
GC Wealth Management RIA, LLC
16,962$1.5M0.1%GrowthMediumCambridge, MA2026-11-02
NorthCrest Asset Manangement, LLC
16,493$1.4M0.0%GrowthLowPlymouth, MN2026-10-13
Evergreen Capital Management LLC
15,820$1.4M0.0%GARPMediumBellevue, WA2026-10-23
Montag A & Associates Inc
15,648$1.3M0.1%CoreLowAtlanta, GA2026-10-29
Fort Washington Investment Advisors Inc
15,398$1.3M0.0%CoreLowCincinnati, OH2026-10-15
Keybank National Association
15,378$1.3M0.0%CoreLowBrooklyn, OH2026-11-04
Autumn Glory Partners, LLC
15,213$1.3M0.4%CoreMediumDallas, TX2026-10-26
Vise Technologies, Inc.
14,521$1.2M0.0%IndexLowNew York, NY2026-10-29
Nicholas Hoffman & Company, Llc.
13,872$1.2M0.0%ETFVery LowAtlanta, GA2026-10-30
Kornitzer Capital Management Inc
13,055$1.1M0.0%CoreLowShawnee Mission, KS2026-11-03
Farther Finance Advisors, LLC
12,520$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
J. Safra Sarasin Holding AG
12,442$1.1M0.0%CoreMediumBasel, Switzerland2026-10-26
Prime Capital Investment Advisors, LLC
12,336$1.1M0.0%ETFLowOverland Park, KS2026-10-20
Burkett Asset Management Ltd
12,290$1.1M1.0%ValueMediumVictoria, UAE2026-10-13
Highland Capital Management, LLC
11,340$970.7K0.0%GrowthMediumMemphis, TN2026-10-26
Sterling Capital Management LLC
11,307$967.9K0.0%GARPMediumCharlotte, NC2026-10-22
Beverly Hills Private Wealth, LLC
10,902$933.2K0.2%ValueMediumBeverly Hills, CA2026-11-04
Signaturefd, LLC
10,844$928.2K0.0%IndexLowAtlanta, GA2026-10-23
Aaron Wealth Advisors LLC
10,777$922.5K0.0%GrowthMediumChicago, IL2026-10-13
Global Strategic Management Inc
10,550$9040.0%GARPLowSan Juan, PR2026-10-16
Elevation Point Wealth Partners, LLC
10,301$881.6K0.0%CoreHighDenver, CO2026-11-05
Kestra Private Wealth Services, LLC
10,119$866.2K0.0%GrowthLowAustin, TX2026-10-30
Crossmark Global Holdings, Inc.
9,952$851.9K0.0%GARPMediumHouston, TX2026-10-21
Gibbs Wealth Management
9,948$851.5K0.1%CoreLowAlpharetta, GA2026-10-22
Westhampton Capital, LLC
9,816$840.2K0.4%CoreVery LowWinston-Salem, NC2026-10-30
Shrier Wealth Management, LLC
9,599$821.7K0.3%CoreVery LowLos Angeles, CA2026-10-20
Prospera Financial Services Inc
9,343$873.4K0.0%CoreMediumDallas, TX2026-11-04
Mitchell & Pahl Private Wealth, LLC
9,259$792.6K0.3%CoreVery LowOklahoma City, OK2026-10-14
CIBC Asset Management Inc
9,078$777.1K0.0%GARPLowToronto, South Africa2026-11-05
Portside Wealth Group, LLC
8,977$768.4K0.1%CoreMediumProvo, UT2026-10-20
TD Waterhouse Canada Inc.
8,962$756.5K0.0%CoreLowToronto, Australia2026-10-16
Park Avenue Securities LLC
8,325$7130.0%ETFMediumNew York, NY2026-10-26
Euro Pacific Asset Management, LLC
8,280$708.8K0.1%GARPLowDorado, PR2026-11-03
Lanark Financial, Inc.
8,210$702.8K0.0%CoreMediumBirmingham, AL2026-10-26
Manske Wealth Management
8,194$701.4K0.2%ValueVery LowHouston, TX2026-10-26
Bradyco, Inc.
8,040$688.2K0.5%CoreVery LowCambridge, MA2026-11-03
Legacy Capital Wealth Partners, LLC
8,003$685.1K0.1%CoreMediumLittle Rock, AR2026-10-21
Councilmark Asset Management, LLC
7,875$674.1K0.3%CoreVery LowKnoxville, TN2026-10-20
Pinnacle Associates LTD
7,737$662.3K0.0%CoreLowNew York, NY2026-10-20
Allspring Global Investments Holdings, LLC
7,730$654.0K0.0%CoreMediumCharlotte, NC2026-11-04
Modera Wealth Management, LLC
7,323$626.8K0.0%ETFVery LowWestwood, NJ2026-10-28
Parrish Capital LLC
7,100$607.8K0.6%ValueLowKennesaw, GA2026-10-01
OceanIQ Capital, LLC
7,052$637.7K0.3%GrowthN/APalo Alto, CA2026-10-19
Vontobel Holding Ltd.
7,000$599.4K0.0%CoreMediumZurich, Switzerland2026-10-16
Blue Trust, Inc.
6,994$598.7K0.0%ETFLowBrentwood, TN2026-10-15
Choreo, LLC
6,875$588.5K0.0%IndexLowRockford, IL2026-10-28
Valeo Financial Advisors, LLC
6,772$579.7K0.0%ETFLowCarmel, IN2026-10-08
Parallel Advisors, LLC
6,664$570.4K0.0%IndexLowSan Francisco, CA2026-11-03
Regions Financial Corp
6,663$570.4K0.0%CoreLowBirmingham, AL2026-11-05
Profund Advisors LLC
6,604$565.3K0.0%GrowthLowBethesda, MD2026-10-29
Tanager Wealth Management LLP
6,604$565.3K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
TT Capital Management LLC
6,573$562.6K0.4%YieldMediumGilbert, AZ2026-10-15
Wynn Capital, LLC
6,506$556.9K0.2%CoreVery LowAugusta, GA2026-10-13
Lincoln Capital LLC
6,383$546.4K0.1%CoreVery LowLincoln, NE2026-10-09
Advisortrust Partners, LLC
6,308$540.0K0.2%CoreHighRaleigh, NC2026-11-02
Simplex Trading, LLC
6,208$531.4K0.0%CoreVery HighChicago, IL2026-11-04
Courier Capital LLC
6,188$529.7K0.0%ETFLowBuffalo, NY2026-10-19
Chicago Trust Co NA
6,170$528.2K0.1%CoreLowGrayslake, IL2026-10-28
Foster Victor Wealth Advisors, LLC
6,139$573.9K0.0%CoreMediumGreenville, SC2026-10-21
Investors Research Corp
6,113$523.3K0.1%ETFLowAtlanta, GA2026-10-07
Trust Co of Vermont
6,004$513.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Retirement Planning Co of New England, Inc.
5,946$509.0K0.2%CoreLowWarwick, RI2026-10-15
Oppenheimer & Co Inc
5,939$508.4K0.0%CoreLowNew York, NY2026-10-26
CoreCap Advisors, LLC
5,507$471.4K0.0%ETFMediumSouthfield, MI2026-10-08
Boston Trust Walden Corp
5,496$470.5K0.0%CoreLowBoston, MA2026-10-30
Patriot Financial Group Insurance Agency, LLC
5,455$467.0K0.0%GrowthLowWalpole, MA2026-10-14
New Wave Wealth Advisors LLC
5,393$487.7K0.1%CoreMediumSpringdale, AR2026-10-19
Cowa, LLC
5,175$443.0K0.1%ETFMediumTulsa, OK2026-10-30
DecisionMap Wealth Management, LLC
5,117$438.0K0.2%ETFLowGreat Falls, VA2026-10-29
Quintet Private Bank (Europe) S.A.
5,000$428.0K0.0%GrowthLowLuxembourg, Netherlands2026-10-08
Crestwood Advisors Group, LLC
4,977$426.0K0.0%GrowthLowBoston, MA2026-10-27
Lazari Capital Management, Inc.
4,720$404.0K0.1%GrowthLowBurbank, CA2026-10-20
MGO One Seven LLC
4,712$403.3K0.0%GrowthLowBeachwood, OH2026-10-28
Daymark Wealth Partners, LLC
4,685$401.1K0.0%CoreLowCincinnati, OH2026-11-04
Pinnacle Wealth Planning Services, Inc.
4,604$394.1K0.0%GARPLowMansfield, OH2026-10-27
Jeppson Wealth Management, LLC
4,559$390.3K0.1%CoreLowManhattan Beach, CA2026-10-20
Bahl & Gaynor LLC
4,513$386.3K0.0%CoreLowCincinnati, OH2026-11-05
Asset Management One Co., Ltd.
4,435$379.6K0.0%IndexVery LowTokyo, Mexico2026-10-27
Axxcess Wealth Management, LLC
4,335$371.1K0.0%CoreLowCarlsbad, CA2026-10-21
Cullen T Bankers, Inc.
4,254$364.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Ervin Investment Management, LLC
4,201$359.6K0.2%CoreVery LowSeattle, WA2026-10-23
First Nebraska Trust Co
4,187$358.4K0.0%CoreVery LowLincoln, NE2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
4,152$355.4K0.0%GrowthLowRed Bank, NJ2026-10-23
Independence Bank of Kentucky
4,049$346.6K0.0%GrowthLowOwensboro, KY2026-10-26
OpenArc Corporate Advisory, LLC
4,039$345.7K0.0%GrowthLowAtlanta, GA2026-10-21
Welch Group, LLC
3,967$339.6K0.0%CoreVery LowBirmingham, AL2026-10-29
Bangor Savings Bank
3,894$333.3K0.0%ETFLowBangor, ME2026-10-06
Trek Financial, LLC
3,858$330.2K0.0%ETFHighScottsdale, AZ2026-10-29
Mystic Asset Management, Inc.
3,854$329.9K0.1%CoreVery LowWarwick, RI2026-10-15
Dynamic Advisor Solutions LLC
3,816$326.7K0.0%ETFLowPhoenix, AZ2026-10-13
Founders Capital Management, LLC
3,815$326.6K0.0%CoreVery LowHartford, CT2026-10-23
Apollon Wealth Management, LLC
3,803$325.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
DMC Group, LLC
3,796$324.9K0.2%CoreMediumBirmingham, AL2026-10-26
Compass Wealth Management LLC
3,789$324.3K0.1%GARPLowGuilford, CT2026-10-22
Alhambra Investment Management LLC
3,714$317.9K0.1%CoreLowPalmetto Bay, FL2026-10-15
Rossby Financial, LCC
3,704$317.1K0.0%ETFMediumMelbourne, FL2026-11-05
Affiance Financial, LLC
3,702$317.0K0.0%ETFVery LowSt. Louis Park, MN2026-10-15
StoneX Group Inc.
3,686$321.4K0.0%ETFMediumNew York, NY2026-11-03
Woodmont Investment Counsel LLC
3,623$310.1K0.0%GARPVery LowNashville, TN2026-10-29
NLB Skladi, upravljanje premozenja, d.o.o.
3,612$309.2K0.0%GrowthLowLjubljana, Andorra2026-10-22
Searle & Co.
3,600$308.2K0.1%CoreLowGreenwich, CT2026-11-04
Diversify Wealth Management, LLC
3,597$338.0K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
3,597$338.0K0.0%GrowthLowSandy, UT2026-10-20
Abel Hall, LLC
3,569$305.5K0.1%CoreMediumBaton Rouge, LA2026-10-19
Norden Group LLC
3,548$303.7K0.0%GrowthMediumProvo, UT2026-10-20
Rossmore Private Capital
3,454$295.7K0.0%CoreLowGlastonbury, CT2026-10-27
Citizens National Bank Trust Department
3,435$294.0K0.0%CoreVery LowMeridian, MS2026-11-04
Perigon Wealth Management, LLC
3,429$293.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Avidian Wealth Enterprises, LLC
3,346$286.4K0.0%ETFLowHouston, TX2026-10-08
May Hill Capital, LLC
3,346$286.4K0.1%ETFLowCohasset, MA2026-11-03
Versant Capital Management, Inc
3,330$285.0K0.0%GARPLowPhoenix, AZ2026-10-02
AMG National Trust Bank
3,056$261.6K0.0%ETFLowGreenwood Village, CO2026-11-05
SBI Securities Co., Ltd.
3,017$258.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Indivisible Partners
2,983$255.4K0.0%GrowthMediumClearwater, FL2026-10-26
Simplicity Wealth,LLC
2,947$252.3K0.0%ETFLowSummit, NJ2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,889$247.3K0.0%GrowthVery LowSeattle, WA2026-10-27
First Affirmative Financial Network
2,868$245.5K0.1%CoreN/AColorado Springs, CO2026-10-21
Bfsg, LLC
2,856$244.5K0.0%CoreLowIrvine, CA2026-10-30
Occidental Asset Management, LLC
2,846$243.6K0.0%GrowthLowBurlingame, CA2026-11-05
Bull Street Advisors, LLC
2,835$2430.0%CoreVery LowSavannah, GA2026-10-20
Wilmington Savings Fund Society, FSB
2,767$236.9K0.0%CoreLowWilmington, DE2026-10-23
Radnor Capital Management, LLC
2,759$236.2K0.0%CoreLowWayne, PA2026-10-23
Sowell Financial Services LLC
2,747$235.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Trust Point Inc.
2,721$232.9K0.0%CoreMediumLa Crosse, WI2026-10-27
Marino, Stram & Associates LLC
2,684$229.8K0.0%ETFVery LowBraintree, MA2026-10-22
Washington Trust Advisors, Inc.
2,677$229.2K0.0%GrowthLowWellesley, MA2026-10-22
Sapient Capital LLC
2,640$226.0K0.0%GrowthMediumIndianapolis, IN2026-10-08
Venture Visionary Partners LLC
2,592$221.9K0.0%CoreLowSylvania, OH2026-10-07
Mission Wealth Management, LP
2,579$220.8K0.0%ETFLowSanta Barbara, CA2026-10-15
TD Private Client Wealth LLC
2,509$214.8K0.0%ETFLowNew York, NY2026-10-28
Gallacher Capital Management LLC
2,471$211.5K0.2%ValueMediumLone Tree, CO2026-10-30
Cypress Capital Group
2,456$210.2K0.0%CoreLowPalm Beach, FL2026-11-03
Ridgewood Investments LLC
2,402$205.6K0.1%ValueMediumSpringfield, NJ2026-10-05
B. Riley Wealth Advisors, Inc.
2,398$205.3K0.0%GrowthLowMemphis, TN2026-10-13
Parsons Capital Management Inc
2,327$199.2K0.0%CoreLowProvidence, RI2026-10-28
Sanders Morris Harris LLC
2,313$202.4K0.0%GARPLowHouston, TX2026-10-14
Vision Financial Markets LLC
2,267$191.4K0.1%CoreLowStamford, CT2026-10-22
Private Trust Co NA
2,227$190.6K0.0%CoreLowCleveland, OH2026-10-20
China Universal Asset Management Co., Ltd.
1,884$160.8K0.0%GrowthMediumShanghai, France2026-10-28
James T. Borello RIA
1,722$147.4K0.0%ETFVery LowEast Dundee, IL2026-10-16
Gamma Investing LLC
1,715$146.8K0.0%IndexVery LowFoster City, CA2026-10-08
Cromwell Holdings LLC
1,592$136.3K0.1%IndexLowJackson, WY2026-10-28
Parkside Financial Bank & Trust
1,493$127.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
First Horizon Corp
1,433$122.7K0.0%CoreLowMemphis, TN2026-10-26
EverSource Wealth Advisors, LLC
1,240$106.2K0.0%CoreMediumBirmingham, AL2026-11-04
Security National Bank
1,161$99.4K0.0%GrowthLowOmaha, NE2026-10-26
Central Pacific Bank - Trust Division
1,100$94.2K0.0%CoreMediumHonolulu, HI2026-10-06
IFP Advisors, Inc
1,081$92.5K0.0%GrowthLowTampa, FL2026-10-16
Hara Capital LLC
1,050$89.9K0.0%Deep ValueMediumBellevue, WA2026-10-30
Kimelman & Baird, LLC
1,000$85.6K0.0%CoreLowNew York, NY2026-11-03
Axiom Investment Management LLC
876$75.0K0.1%CoreN/ANew York, NY2026-11-03
Golden State Wealth Management, LLC
840$71.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Provenance Wealth Advisors, LLC
790$67.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Larson Financial Group LLC
747$63.9K0.0%GrowthLowSt Louis, MO2026-11-05
V-Square Quantitative Management LLC
743$63.6K0.0%CoreLowChicago, IL2026-10-15
Legacy Bridge, LLC
705$60.3K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Caldwell Trust Co
676$57.9K0.0%GrowthLowVenice, FL2026-10-30
Cape Investment Advisory, Inc.
666$57.0K0.0%ETFLowMcdonough, GA2026-10-13
Hickory Point Bank & Trust
660$56.5K0.0%CoreVery LowDecatur, IL2026-10-01
Leonteq Securities AG
656$56.2K0.0%CoreHighZurich, Switzerland2026-10-29
Farmers & Merchants Investments Inc
650$55.6K0.0%CoreVery LowLincoln, NE2026-10-22
Creative Financial Designs Inc
649$55.6K0.0%ETFMediumKokomo, IN2026-11-04
Grove Bank & Trust
609$52.1K0.0%ETFLowMiami, FL2026-10-08
Beacon Investment Advisory Services, Inc.
598$51.2K0.0%GrowthLowMorristown, NJ2026-10-13
Financial Network Wealth Advisors LLC
598$51.2K0.1%ETFLowMurray, UT2026-10-28
GHP Investment Advisors, Inc.
582$49.8K0.0%CoreVery LowDenver, CO2026-10-15
JFS Wealth Advisors, LLC
505$43.2K0.0%ETFVery LowHermitage, PA2026-11-03
Q Fund Management (Hong Kong) Ltd
500$42.8K0.0%Agg GrowthVery HighHong Kong, South Korea2026-10-14
Salomon & Ludwin, LLC
468$40.1K0.0%ETFVery LowRichmond, VA2026-10-29
Cassaday & Co Wealth Management LLC
460$39.4K0.0%ETFVery LowMclean, VA2026-10-27
Bell Investment Advisors, Inc
458$39.2K0.0%ETFVery LowOrinda, CA2026-10-29
High Note Wealth, LLC
437$37.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Owl Creek Wealth Partners LLC
403$34.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Hazlett, Burt & Watson, Inc.
395$340.0%CoreVery LowWheeling, WV2026-11-04
GGM Financial LLC
395$33.8K0.0%ETFMediumColumbus, OH2026-11-05
Pinnacle Bancorp, Inc.
365$31.2K0.0%CoreVery LowBeatrice, NE2026-10-21
Birch Financial Group, LLC
327$28.0K0.0%CoreLowKeene, NH2026-10-27
Mather Group, Llc.
322$27.6K0.0%ETFMediumChicago, IL2026-10-14
New England Capital Financial Advisors LLC
311$26.6K0.0%ETFLowMeriden, CT2026-11-03
Piscataqua Savings Bank
308$26.4K0.0%CoreVery LowPortsmouth, NH2026-10-21
Wealth Enhancement Trust Services, Inc.
300$25.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
First Bancorp, Inc
290$24.8K0.0%ValueVery LowDamariscotta, ME2026-10-26
GK Wealth Management LLC
261$22.4K0.0%GARPVery HighReno, NV2026-10-09
Barrett & Company, Inc.
260$22.3K0.0%ETFLowProvidence, RI2026-10-22
Harbor Investment Advisory, LLC
230$19.7K0.0%GrowthLowLutherville, MD2026-10-13
Proathlete Wealth Management LLC
224$19.2K0.0%ETFVery LowBoca Raton, FL2026-10-15
WPG Advisers, LLC
221$18.9K0.0%CoreLowBaltimore, MD2026-10-27
Financial Perspectives, Inc
215$18.4K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Silver Grove Financial Group, Inc.
213$18.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Glass Jacobson Investment Advisors llc
200$17.1K0.0%ETFLowOwings Mills, MD2026-10-26
Kentucky Trust Co
200$17.1K0.0%CoreVery LowDanville, KY2026-10-15
Thompson Investment Management, Inc.
200$17.1K0.0%ValueMediumMadison, WI2026-10-14
Alpine Bank Wealth Management
200$17.1K0.0%ETFHighGrand Junction, CO2026-10-16
Fairscale Capital, LLC
184$17.2K0.0%GrowthVery LowNashua, NH2026-11-04
North Star Investment Management Corp.
178$15.2K0.0%CoreLowChicago, IL2026-10-27
Beacon Financial Strategies Corp
177$15.2K0.0%ETFVery LowRaleigh, NC2026-10-14
Tradewinds Capital Management, LLC
175$15.0K0.0%ETFVery HighBellingham, WA2026-10-23
Kelleher Financial Advisors
175$15.0K0.0%CoreMediumNew York, NY2026-10-30
Oakworth Capital, Inc.
174$14.9K0.0%ETFLowBirmingham, AL2026-10-26
City Holding Co
172$14.7K0.0%CoreLowCharleston, WV2026-10-19
Lodestone Wealth Management LLC
172$14.7K0.0%CoreLowSpokane, WA2026-10-14
Hilltop National Bank
171$14.6K0.0%CoreLowCasper, WY2026-10-14
Nova Financial LLC
167$14.3K0.0%N/AN/ATucson, AZ2026-11-04
CrossGen Wealth, LLC
165$14.1K0.0%CoreVery LowGreenville, NC2026-10-30
First Premier Bank
150$130.0%CoreVery LowSioux Falls, SD2026-10-13
Guardian Partners Inc.
150$12.8K0.0%ValueMediumToronto, South Africa2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
150$12.8K0.0%GrowthVery LowBoston, MA2026-10-23
Princeton Global Asset Management LLC
139$11.9K0.0%GrowthLowPrinceton, NJ2026-10-21
Hurley Capital, LLC
130$11.1K0.0%GARPMediumNew York, NY2026-11-05
Old Second National Bank of Aurora
125$10.7K0.0%CoreLowAurora, IL2026-10-22
West Financial Advisors, LLC
117$10.0K0.0%ETFLowDes Moines, IA2026-10-22
Pacific Center for Financial Services
113$9.7K0.0%ETFMediumDanville, CA2026-10-15
Financial Consulate, Inc
110$9.4K0.0%ETFLowHunt Valley, MD2026-10-23
True Wealth Design, LLC
110$9.4K0.0%ETFMediumAkron, OH2026-10-13
Clark Wealth Partners
108$9.3K0.0%ETFVery LowO'Fallon, IL2026-10-19
St. Johns Investment Management Company, LLC
100$8.6K0.0%CoreVery LowJacksonville, FL2026-10-30
SJS Investment Consulting Inc.
100$8.6K0.0%ETFVery LowSylvania, OH2026-10-26
Advantage Trust Co
100$8.6K0.0%ETFVery LowSalina, KS2026-10-19
PFS Partners, LLC
100$8.6K0.0%ETFVery LowMine Hill, NJ2026-10-21
Caitong International Asset Management Co., Ltd
97$8.3K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Adirondack Trust Co
96$8.2K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Spire Wealth Management
90$7.7K0.0%GrowthMediumMclean, VA2026-10-30
Rosenberg Matthew Hamilton
85$7.3K0.0%ETFVery LowGrand Junction, CO2026-10-05
Elevation Wealth Partners, LLC
79$6.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Essential Partners LLC
77$6.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Physician Wealth Advisors, Inc.
77$6.6K0.0%ETFMediumMidvale, UT2026-10-20
Entrust Financial LLC
74$6.3K0.0%ETFLowWayne, PA2026-11-04
Tower Trust & Investment Co
66$5.6K0.0%GrowthLowDavenport, IA2026-10-28
Wolff Wiese Magana LLC
65$5.6K0.0%GrowthLowCarslbad, CA2026-10-15
Gleason Group, Inc.
64$5.5K0.0%ETFVery LowProspect, KY2026-10-15
Cedar Mountain Advisors, LLC
63$5.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
Signature Equity Partners, LLC
62$5.3K0.0%GrowthMediumColumbus, OH2026-10-29
Balance Wealth Partners LLC
61$5.2K0.0%ETFMediumWorthington, OH2026-10-27
DecisionPoint Financial, LLC
58$4.9K0.0%ETFVery LowMesa, AZ2026-10-27
Highline Wealth Partners LLC
58$5.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Ares Financial Consulting, LLC
55$4.7K0.0%CoreLowCalabasas, CA2026-10-19
Rakuten Securities, Inc.
55$4.7K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Godsey & Gibb, Inc
50$4.3K0.0%CoreLowRichmond, VA2026-10-14
Sfam, LLC
50$4.3K0.0%ETFVery LowElmhurst, IL2026-11-03
Virginia Estate & Retirement Planning Advisors Inc.
50$4.3K0.0%ETFLowGlen Allen, VA2026-10-14
Pflug Koory, LLC
47$4.0K0.0%CoreVery LowOmaha, NE2026-10-26
Gold Investment Management Ltd.
46$3.9K0.0%GARPVery LowEdmonton, Abu Dhabi2026-10-19
MTM Investment Management, LLC
40$3.4K0.0%CoreVery LowSpartanburg, SC2026-10-30
Pacifica Partners Inc.
40$3.4K0.0%CoreLowSurrey, South Africa2026-10-09
Toth Financial Advisory Corp
36$3.1K0.0%CoreLowLeesburg, VA2026-10-08
Plante Moran Financial Advisors, LLC
36$3.1K0.0%ETFVery LowSouthfield, MI2026-11-04
Elyxium Wealth, LLC
33$2.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
MV Capital Management, Inc.
33$2.8K0.0%ETFLowBethesda, MD2026-10-29
1620 Investment Advisors, Inc.
32$2.7K0.0%ValueLowPlymouth, MA2026-11-04
Trust Co of Toledo NA
31$2.7K0.0%GrowthVery LowHolland, OH2026-10-16
Nisa Investment Advisors, LLC
31$2.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Key FInancial Inc
30$2.6K0.0%ETFLowWest Chester, PA2026-11-02
Tsfg, LLC
30$30.0%ETFLowLake Forest, IL2026-10-23
Gilpin Wealth Management, LLC
30$2.6K0.0%GrowthLowDenver, CO2026-10-09
Mascoma Wealth Management LLC
26$2.2K0.0%ETFVery LowHanover, NH2026-10-23
American Capital Advisory, LLC
26$2.2K0.0%ETFLowKetchum, ID2026-10-28
Root Financial Partners, LLC
23$2.0K0.0%ETFMediumEncinitas, CA2026-10-21
Ascentis Independent Advisors
21$1.8K0.0%ETFLowDallas, TX2026-11-03
Eukles Asset Management
20$1.7K0.0%CoreLowCincinnati, OH2026-11-04
Buck Wealth Strategies, LLC
20$1.7K0.0%ValueMediumDenver, CO2026-10-28
Jnba Financial Advisors
19$1.6K0.0%ETFMediumBloomington, MN2026-11-03
Financial Management Professionals, Inc.
18$1.5K0.0%ETFMediumAustin, TX2026-10-23
Global Trust Asset Management, LLC
18$1.5K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Acumen Wealth Advisors, LLC
17$1.5K0.0%GrowthHighChattanooga, TN2026-11-05
IMG Wealth Management, Inc.
15$1.3K0.0%ETFMediumJacksonville, FL2026-10-27
Evolution Wealth Management Inc.
14$1.2K0.0%ETFMediumFort Myers, FL2026-10-28
Manchester Capital Management LLC
14$1.2K0.0%CoreLowManchester, VT2026-10-22
Retirement Wealth Solutions LLC
13$1.1K0.0%ETFLowMarshfield, WI2026-10-07
Laurel Wealth Advisors LLC
13$1.1K0.0%CoreVery LowCharlotte, NC2026-10-27
Planning Strategies Inc.
13$1.1K0.0%ETFN/ALancaster, PA2026-10-02
Indiana Trust & Investment Management Co
12$1.0K0.0%GrowthLowMishawaka, IN2026-10-22
Mosley Wealth Management
12$1.2K0.0%ETFHighAnaheim, CA2026-10-16
Fairway Wealth LLC
12$1.0K0.0%ETFLowIndependence, OH2026-10-30
Breakwater Investment Management
9$7710.0%ETFLowSeattle, WA2026-10-20
Raleigh Capital Management Inc.
8$6920.0%CoreMediumCary, NC2026-10-28
Fairman Group, LLC
8$6850.0%ETFLowChesterbrook, PA2026-10-26
Monetary Solutions, Ltd
6$5140.0%ETFVery LowDayton, OH2026-10-22
Archer Investment Corp
5$4280.0%CoreMediumCarmel, IN2026-11-05
Dhjj Financial Advisors, Ltd.
3$2570.0%ETFVery LowNaperville, IL2026-10-23
Trust Co
3$2570.0%ETFVery LowManhattan, KS2026-10-09
Abound Wealth Management
1$860.0%ETFVery LowFranklin, TN2026-10-26
Tounjian Advisory Partners, LLC
0$340.0%GrowthHighFort Myers, FL2026-11-04
Lloyd Advisory Services, Llc.
0$120.0%ETFVery HighSuwanee, GA2026-11-02