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Dolby Laboratories Inc (DLB)

CUSIP: 25659T107 | NYSE | Industrials · Specialty Business Services | Mid Cap | 1482 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABank of New York Mellon Corp
with MBC Investments Corp, BNY Mellon IHC, LLC, Newton Investment Management North America, LLC
5,118,5758.6%New 5%+ stakeSep 30, 2026No 13F filer matched
13GFirst Trust Portfolios L.P.3,023,0335.1%New 5%+ stakeSep 30, 2026No 13F filer matched
13D/ADagmar Dolby
with David E. Dolby, Dagmar Dolby, as Trustee of the Marital Trust under the Dolby Family Trust Instrument dated May 7, 1999, Dagmar Dolby, as Trustee of the Dagmar Dolby Trust under the Dolby Family Trust Instrument dated May 7, 1999, +6 more
34,368,35836.0%New 5%+ stakeFeb 11, 2026No 13F filer matched
13G/ABank of New York Mellon Corp5,118,575
8.6% of class · Sep 30, 2026New 5%+ stake
with MBC Investments Corp, BNY Mellon IHC, LLC, Newton Investment Management North America, LLC
No 13F filer matched
13GFirst Trust Portfolios L.P.3,023,033
5.1% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched
13D/ADagmar Dolby34,368,358
36.0% of class · Feb 11, 2026New 5%+ stake
with David E. Dolby, Dagmar Dolby, as Trustee of the Marital Trust under the Dolby Family Trust Instrument dated May 7, 1999, Dagmar Dolby, as Trustee of the Dagmar Dolby Trust under the Dolby Family Trust Instrument dated May 7, 1999, +6 more
No 13F filer matched

Institutional Holders — Q3 2026

Bank of New York Mellon Corp5,118,575
0.0% of portfolio›$300.8M
Dimensional Fund Advisors LP1,960,467
0.0% of portfolio›$115.2M
MacKenzie Financial Corp385,721
0.0% of portfolio›$22.7M
Robeco Institutional Asset Management B.V.362,743
0.0% of portfolio›$21.3M
Ninety One UK Ltd315,806
0.0% of portfolio›$18.6M
Creative Planning315,018
0.0% of portfolio›$18.5M
Alps Advisors Inc256,235
0.1% of portfolio›$15.1M
Fideuram Asset Management (Ireland) dac248,270
0.3% of portfolio›$15.3M
Allspring Global Investments Holdings, LLC230,645
0.0% of portfolio›$13.6M
ProShare Advisors LLC144,784
0.0% of portfolio›$8.5M
Principal Financial Group Inc136,511
0.0% of portfolio›$8.0M
Vest Financial, LLC136,282
0.1% of portfolio›$8.0M
Citigroup Inc85,647
0.0% of portfolio›$5.0M
Wedge Capital Management L L P76,097
0.1% of portfolio›$4.5M
Illinois Municipal Retirement Fund71,215
0.0% of portfolio›$4.2M
Retirement Systems of Alabama61,285
0.0% of portfolio›$3.6M
Diversified Investment Strategies, LLC57,845
2.2% of portfolio›$3.4M
Cardinal Capital Management57,216
0.4% of portfolio›$3.4M
Cambiar Investors LLC48,162
0.1% of portfolio›$2.8M
Harbor Capital Advisors, Inc.46,927
0.5% of portfolio›$2.8M
AGF Management LTD43,524
0.0% of portfolio›$2.6M
Willis Investment Counsel42,726
0.1% of portfolio›$2.5M
Fifth Third Bancorp36,128
0.0% of portfolio›$2.1M
Bokf, NA35,748
0.0% of portfolio›$2.1M
State of Alaska, Department of Revenue27,618
0.0% of portfolio›$1.6M
Amalgamated Bank27,077
0.0% of portfolio›$1.6M
Raiffeisen Bank International AG24,371
0.0% of portfolio›$1.4M
Mutual of America Capital Management LLC21,647
0.0% of portfolio›$1.3M
Paragon Capital Management Inc21,150
0.9% of portfolio›$1.2M
State of New Jersey Common Pension Fund D19,753
0.0% of portfolio›$1.2M
Hennion & Walsh Asset Management, Inc.18,881
0.0% of portfolio›$1.1M
Naples Global Advisors, LLC18,560
0.1% of portfolio›$1.1M
Mitchell & Pahl Private Wealth, LLC18,393
0.4% of portfolio›$1.1M
SEB Asset Management AB18,196
0.0% of portfolio›$1.1M
R.H. Dinel Investment Counsel, Inc.17,650
0.7% of portfolio›$1.0M
Louisiana State Employees Retirement System17,600
0.0% of portfolio›$1.0M
Achmea Investment Management B.V.17,100
0.0% of portfolio›$1.0M
Arizona State Retirement System17,004
0.0% of portfolio›$999.3K
Yousif Capital Management, LLC15,382
0.0% of portfolio›$904.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS14,182
0.0% of portfolio›$833.5K
State of Michigan Retirement System13,900
0.0% of portfolio›$816.9K
CX Institutional13,074
0.0% of portfolio›$768
Thrivent Financial for Lutherans13,021
0.0% of portfolio›$765.0K
New York State Teachers Retirement System12,955
0.0% of portfolio›$761.0K
Oregon Public Employees Retirement Fund12,324
0.0% of portfolio›$724.3K
New Mexico Educational Retirement Board12,100
0.0% of portfolio›$711.0K
Ethic Inc.11,120
0.0% of portfolio›$653.5K
Pictet Asset Management Holding SA10,073
0.0% of portfolio›$592.0K
Evergreen Capital Management LLC9,761
0.0% of portfolio›$573.7K
Capital Investment Counsel, Inc9,355
0.1% of portfolio›$549.8K
Linden Thomas Advisory Services, LLC9,148
0.0% of portfolio›$537.6K
Sepio Capital, LP8,562
0.0% of portfolio›$503.2K
Frank, Rimerman Advisors LLC8,403
0.0% of portfolio›$493.8K
Wealth Enhancement Advisory Services, LLC8,335
0.0% of portfolio›$487.2K
Xponance LLC7,679
0.0% of portfolio›$451.3K
Simplex Trading, LLC7,158
0.0% of portfolio›$420.7K
Signaturefd, LLC6,835
0.0% of portfolio›$401.7K
Parallel Advisors, LLC6,500
0.0% of portfolio›$382.0K
Imc-Chicago, LLC6,359
0.0% of portfolio›$373.7K
AlphaCore Capital LLC5,774
0.0% of portfolio›$339.3K
Equitable Trust Co5,640
0.0% of portfolio›$331.5K
Argos Wealth Advisors, LLC5,426
0.1% of portfolio›$318.9K
Crossmark Global Holdings, Inc.5,057
0.0% of portfolio›$297.2K
Oppenheimer & Co Inc5,000
0.0% of portfolio›$293.9K
Childress Capital Advisors, LLC4,951
0.0% of portfolio›$291.0K
Patten & Patten Inc4,400
0.0% of portfolio›$258.6K
Virginia Retirement Systems ET Al4,300
0.0% of portfolio›$252.7K
Pacific Center for Financial Services4,131
0.1% of portfolio›$242.8K
Swiss Life Asset Management Ltd4,015
0.0% of portfolio›$236.0K
BlueSky Wealth Advisors, LLC3,859
0.0% of portfolio›$226.8K
Covestor Ltd3,853
0.4% of portfolio›$226.0K
Capricorn Fund Managers Ltd3,640
0.0% of portfolio›$213.9K
Lecap Asset Management LTD3,587
0.1% of portfolio›$210.8K
111 Capital3,530
0.0% of portfolio›$207.5K
Exchange Traded Concepts, LLC3,479
0.0% of portfolio›$204.5K
DekaBank Deutsche Girozentrale3,093
0.0% of portfolio›$180.0K
Lanark Financial, Inc.3,042
0.0% of portfolio›$178.8K
Asset Management One Co., Ltd.3,025
0.0% of portfolio›$177.8K
Strs Ohio2,946
0.0% of portfolio›$173.1K
US Bancorp \de\2,128
0.0% of portfolio›$125.1K
KBC Group NV2,078
0.0% of portfolio›$122.0K
Sterling Capital Management LLC1,700
0.0% of portfolio›$99.9K
Global X Japan Co., Ltd.1,604
0.0% of portfolio›$94.3K
Cullen T Bankers, Inc.1,554
0.0% of portfolio›$91.3K
Nisa Investment Advisors, LLC1,452
0.0% of portfolio›$85.3K
Gamma Investing LLC1,452
0.0% of portfolio›$85.3K
Fulcrum Asset Management LLP1,434
0.0% of portfolio›$83.1K
Mcdonald Partners LLC1,242
0.0% of portfolio›$73.0K
Hilltop National Bank968
0.0% of portfolio›$56.9K
Farther Finance Advisors, LLC674
0.0% of portfolio›$39.6K
Bayforest Capital Ltd594
0.1% of portfolio›$34.9K
Larson Financial Group LLC536
0.0% of portfolio›$31.5K
Mather Group, Llc.528
0.0% of portfolio›$31.0K
Grove Bank & Trust475
0.0% of portfolio›$27.9K
Alpine Bank Wealth Management466
0.0% of portfolio›$27.4K
GHP Investment Advisors, Inc.414
0.0% of portfolio›$24.4K
EverSource Wealth Advisors, LLC404
0.0% of portfolio›$23.7K
WPG Advisers, LLC324
0.0% of portfolio›$19.0K
Private Trust Co NA297
0.0% of portfolio›$17.5K
Owl Creek Wealth Partners LLC260
0.0% of portfolio›$15.3K
Polaris Financial Partners248
0.0% of portfolio›$18
Versant Capital Management, Inc217
0.0% of portfolio›$12.8K
Assetmark, Inc214
0.0% of portfolio›$12.6K
Costello Asset Management, Inc200
0.0% of portfolio›$11.8K
Parkside Financial Bank & Trust198
0.0% of portfolio›$11.6K
Root Financial Partners, LLC186
0.0% of portfolio›$10.9K
Blue Trust, Inc.168
0.0% of portfolio›$9.9K
Trust Co of Vermont150
0.0% of portfolio›$8.8K
Eastern Bank142
0.0% of portfolio›$8.3K
First Pacific Financial111
0.0% of portfolio›$6.5K
Arlington Trust Co LLC110
0.0% of portfolio›$6.5K
MassMutual Private Wealth & Trust, FSB101
0.0% of portfolio›$5.9K
Pflug Koory, LLC100
0.0% of portfolio›$5.9K
SBI Securities Co., Ltd.88
0.0% of portfolio›$5.2K
Mitsubishi UFJ Asset Management Co., Ltd.80
0.0% of portfolio›$4.7K
TD Private Client Wealth LLC76
0.0% of portfolio›$4.5K
Pension & Wealth Management Advisors, Inc.72
0.0% of portfolio›$4.2K
Elevation Wealth Partners, LLC72
0.0% of portfolio›$4.2K
Fortitude Family Office, LLC69
0.0% of portfolio›$4.1K
Bare Financial Services, Inc68
0.0% of portfolio›$4.0K
Capital Advisors, Ltd. LLC51
0.0% of portfolio›$3.0K
Farmers & Merchants Investments Inc51
0.0% of portfolio›$3.0K
Physician Wealth Advisors, Inc.51
0.0% of portfolio›$3.0K
CoreCap Advisors, LLC49
0.0% of portfolio›$2.9K
Birch Financial Group, LLC48
0.0% of portfolio›$2.8K
Financial Consulate, Inc44
0.0% of portfolio›$2.6K
Harbor Investment Advisory, LLC36
0.0% of portfolio›$2.1K
1620 Investment Advisors, Inc.31
0.0% of portfolio›$1.8K
First Command Advisory Services, Inc.29
0.0% of portfolio›$1.7K
Rossby Financial, LCC29
0.0% of portfolio›$1.7K
Security National Bank28
0.0% of portfolio›$1.6K
Caitong International Asset Management Co., Ltd23
0.0% of portfolio›$1.4K
Center for Financial Planning, Inc.21
0.0% of portfolio›$1.2K
Creative Capital Management Investments LLC21
0.0% of portfolio›$1.2K
Bell Investment Advisors, Inc21
0.0% of portfolio›$1.2K
Smallwood Wealth Investment Management, LLC20
0.0% of portfolio›$1.2K
Ascentis Wealth Management, LLC20
0.0% of portfolio›$1.2K
JFS Wealth Advisors, LLC19
0.0% of portfolio›$1.1K
Pinnacle Wealth Planning Services, Inc.17
0.0% of portfolio›$999
Bay Harbor Wealth Management, LLC16
0.0% of portfolio›$940
UMB Private Wealth Management, LLC16
0.0% of portfolio›$940
MV Capital Management, Inc.14
0.0% of portfolio›$823
Key FInancial Inc12
0.0% of portfolio›$705
Elyxium Wealth, LLC12
0.0% of portfolio›$705
Silver Grove Financial Group, Inc.12
0.0% of portfolio›$712
DiNuzzo Private Wealth, Inc.9
0.0% of portfolio›$529
Cromwell Holdings LLC7
0.0% of portfolio›$411
GK Wealth Management LLC6
0.0% of portfolio›$376
IFP Advisors, Inc4
0.0% of portfolio›$235
SJS Investment Consulting Inc.4
0.0% of portfolio›$236
Valley National Advisers Inc4
0.0% of portfolio›$236
DecisionPoint Financial, LLC3
0.0% of portfolio›$178
Hughes Financial Services, LLC1
0.0% of portfolio›$63
Heritage Family Offices, LLP0
0.0% of portfolio›$29
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
5,118,575$300.8M0.0%CoreLowNew York, NY2026-11-05
Dimensional Fund Advisors LP
1,960,467$115.2M0.0%IndexLowAustin, TX2026-11-04
MacKenzie Financial Corp
385,721$22.7M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Robeco Institutional Asset Management B.V.
362,743$21.3M0.0%CoreMediumRotterdam, Philippines2026-10-20
Ninety One UK Ltd
315,806$18.6M0.0%CoreMediumLondon, United Kingdom2026-10-15
Creative Planning
315,018$18.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Alps Advisors Inc
256,235$15.1M0.1%YieldLowDenver, CO2026-11-03
Fideuram Asset Management (Ireland) dac
248,270$15.3M0.3%CoreHighDublin 1, Lithuania2026-10-29
Allspring Global Investments Holdings, LLC
230,645$13.6M0.0%CoreMediumCharlotte, NC2026-11-04
ProShare Advisors LLC
144,784$8.5M0.0%GrowthLowBethesda, MD2026-10-29
Principal Financial Group Inc
136,511$8.0M0.0%CoreLowDes Moines, IA2026-11-02
Vest Financial, LLC
136,282$8.0M0.1%ValueMediumMclean, VA2026-10-21
Citigroup Inc
85,647$5.0M0.0%CoreMediumNew York, NY2026-11-04
Wedge Capital Management L L P
76,097$4.5M0.1%ValueMediumCharlotte, NC2026-10-13
Illinois Municipal Retirement Fund
71,215$4.2M0.0%CoreMediumOak Brook, IL2026-11-05
Retirement Systems of Alabama
61,285$3.6M0.0%IndexLowMontgomery, AL2026-11-04
Diversified Investment Strategies, LLC
57,845$3.4M2.2%ValueLowBaton Rouge, LA2026-10-28
Cardinal Capital Management
57,216$3.4M0.4%ValueVery LowRaleigh, NC2026-10-21
Cambiar Investors LLC
48,162$2.8M0.1%ValueMediumDenver, CO2026-11-04
Harbor Capital Advisors, Inc.
46,927$2.8M0.5%ValueHighChicago, IL2026-10-22
AGF Management LTD
43,524$2.6M0.0%GrowthHighToronto, Australia2026-11-03
Willis Investment Counsel
42,726$2.5M0.1%CoreLowGainesville, GA2026-10-20
Fifth Third Bancorp
36,128$2.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Bokf, NA
35,748$2.1M0.0%CoreLowTulsa, OK2026-10-27
State of Alaska, Department of Revenue
27,618$1.6M0.0%CoreVery LowJuneau, AK2026-10-15
Amalgamated Bank
27,077$1.6M0.0%CoreVery LowNew York, NY2026-10-23
Raiffeisen Bank International AG
24,371$1.4M0.0%GrowthMediumVienna, Chile2026-10-28
Mutual of America Capital Management LLC
21,647$1.3M0.0%IndexLowNew York, NY2026-10-23
Paragon Capital Management Inc
21,150$1.2M0.9%CoreMediumProvo, UT2026-10-15
State of New Jersey Common Pension Fund D
19,753$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Hennion & Walsh Asset Management, Inc.
18,881$1.1M0.0%ValueMediumParsippany, NJ2026-10-13
Naples Global Advisors, LLC
18,560$1.1M0.1%CoreVery LowNaples, FL2026-11-05
Mitchell & Pahl Private Wealth, LLC
18,393$1.1M0.4%CoreVery LowOklahoma City, OK2026-10-14
SEB Asset Management AB
18,196$1.1M0.0%CoreN/AStockholm, Sweden2026-11-04
R.H. Dinel Investment Counsel, Inc.
17,650$1.0M0.7%CoreVery LowLos Angeles, CA2026-10-14
Louisiana State Employees Retirement System
17,600$1.0M0.0%IndexLowBaton Rouge, LA2026-10-20
Achmea Investment Management B.V.
17,100$1.0M0.0%CoreMediumZeist, Philippines2026-10-30
Arizona State Retirement System
17,004$999.3K0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
15,382$904.0K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
14,182$833.5K0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
13,900$816.9K0.0%IndexLowEast Lansing, MI2026-10-27
CX Institutional
13,074$7680.0%CoreMediumAuburn, IN2026-10-02
Thrivent Financial for Lutherans
13,021$765.0K0.0%GARPMediumMinneapolis, MN2026-11-05
New York State Teachers Retirement System
12,955$761.0K0.0%CoreVery LowAlbany, NY2026-10-22
Oregon Public Employees Retirement Fund
12,324$724.3K0.0%IndexVery LowTigard, OR2026-10-30
New Mexico Educational Retirement Board
12,100$711.0K0.0%IndexVery LowSanta Fe, NM2026-11-05
Ethic Inc.
11,120$653.5K0.0%CoreLowNew York, NY2026-11-03
Pictet Asset Management Holding SA
10,073$592.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Evergreen Capital Management LLC
9,761$573.7K0.0%GARPMediumBellevue, WA2026-10-23
Capital Investment Counsel, Inc
9,355$549.8K0.1%GrowthVery LowRaleigh, NC2026-10-20
Linden Thomas Advisory Services, LLC
9,148$537.6K0.0%CoreLowCharlotte, NC2026-10-19
Sepio Capital, LP
8,562$503.2K0.0%ETFLowSalt Lake City, UT2026-10-22
Frank, Rimerman Advisors LLC
8,403$493.8K0.0%GrowthLowPalo Alto, CA2026-10-16
Wealth Enhancement Advisory Services, LLC
8,335$487.2K0.0%CoreLowPlymouth, MN2026-10-13
Xponance LLC
7,679$451.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Simplex Trading, LLC
7,158$420.7K0.0%CoreVery HighChicago, IL2026-11-04
Signaturefd, LLC
6,835$401.7K0.0%IndexLowAtlanta, GA2026-10-23
Parallel Advisors, LLC
6,500$382.0K0.0%IndexLowSan Francisco, CA2026-11-03
Imc-Chicago, LLC
6,359$373.7K0.0%GARPVery HighChicago, IL2026-11-05
AlphaCore Capital LLC
5,774$339.3K0.0%ETFLowLa Jolla, CA2026-11-04
Equitable Trust Co
5,640$331.5K0.0%CoreLowNashville, TN2026-10-13
Argos Wealth Advisors, LLC
5,426$318.9K0.1%GrowthLowSacramento, CA2026-11-02
Crossmark Global Holdings, Inc.
5,057$297.2K0.0%GARPMediumHouston, TX2026-10-21
Oppenheimer & Co Inc
5,000$293.9K0.0%CoreLowNew York, NY2026-10-26
Childress Capital Advisors, LLC
4,951$291.0K0.0%GARPMediumHouston, TX2026-10-28
Patten & Patten Inc
4,400$258.6K0.0%CoreLowChattanooga, TN2026-10-26
Virginia Retirement Systems ET Al
4,300$252.7K0.0%CoreMediumRichmond, VA2026-10-28
Pacific Center for Financial Services
4,131$242.8K0.1%ETFMediumDanville, CA2026-10-15
Swiss Life Asset Management Ltd
4,015$236.0K0.0%CoreLowZurich, Switzerland2026-11-03
BlueSky Wealth Advisors, LLC
3,859$226.8K0.0%ETFMediumNew Bern, NC2026-10-29
Covestor Ltd
3,853$226.0K0.4%ValueHighLondon, United Kingdom2026-10-30
Capricorn Fund Managers Ltd
3,640$213.9K0.0%GARPVery HighLondon, United Kingdom2026-11-03
Lecap Asset Management LTD
3,587$210.8K0.1%ValueVery HighLondon, United Kingdom2026-10-27
111 Capital
3,530$207.5K0.0%CoreVery HighParis, India2026-11-03
Exchange Traded Concepts, LLC
3,479$204.5K0.0%GrowthMediumOklahoma City, OK2026-10-28
DekaBank Deutsche Girozentrale
3,093$180.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Lanark Financial, Inc.
3,042$178.8K0.0%CoreMediumBirmingham, AL2026-10-26
Asset Management One Co., Ltd.
3,025$177.8K0.0%IndexVery LowTokyo, Mexico2026-10-27
Strs Ohio
2,946$173.1K0.0%CoreMediumColumbus, OH2026-10-30
US Bancorp \de\
2,128$125.1K0.0%IndexLowMinneapolis, MN2026-11-05
KBC Group NV
2,078$122.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
1,700$99.9K0.0%GARPMediumCharlotte, NC2026-10-22
Global X Japan Co., Ltd.
1,604$94.3K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Cullen T Bankers, Inc.
1,554$91.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Nisa Investment Advisors, LLC
1,452$85.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
1,452$85.3K0.0%IndexVery LowFoster City, CA2026-10-08
Fulcrum Asset Management LLP
1,434$83.1K0.0%CoreMediumLondon, United Kingdom2026-11-04
Mcdonald Partners LLC
1,242$73.0K0.0%CoreLowCleveland, OH2026-11-03
Hilltop National Bank
968$56.9K0.0%CoreLowCasper, WY2026-10-14
Farther Finance Advisors, LLC
674$39.6K0.0%IndexLowSan Francisco, CA2026-10-08
Bayforest Capital Ltd
594$34.9K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Larson Financial Group LLC
536$31.5K0.0%GrowthLowSt Louis, MO2026-11-05
Mather Group, Llc.
528$31.0K0.0%ETFMediumChicago, IL2026-10-14
Grove Bank & Trust
475$27.9K0.0%ETFLowMiami, FL2026-10-08
Alpine Bank Wealth Management
466$27.4K0.0%ETFHighGrand Junction, CO2026-10-16
GHP Investment Advisors, Inc.
414$24.4K0.0%CoreVery LowDenver, CO2026-10-15
EverSource Wealth Advisors, LLC
404$23.7K0.0%CoreMediumBirmingham, AL2026-11-04
WPG Advisers, LLC
324$19.0K0.0%CoreLowBaltimore, MD2026-10-27
Private Trust Co NA
297$17.5K0.0%CoreLowCleveland, OH2026-10-20
Owl Creek Wealth Partners LLC
260$15.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Polaris Financial Partners
248$180.0%GrowthN/AWesterville, OH2026-10-02
Versant Capital Management, Inc
217$12.8K0.0%GARPLowPhoenix, AZ2026-10-02
Assetmark, Inc
214$12.6K0.0%ETFLowConcord, CA2026-10-21
Costello Asset Management, Inc
200$11.8K0.0%CoreLowFeasterville, PA2026-10-30
Parkside Financial Bank & Trust
198$11.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
186$10.9K0.0%ETFMediumEncinitas, CA2026-10-21
Blue Trust, Inc.
168$9.9K0.0%ETFLowBrentwood, TN2026-10-15
Trust Co of Vermont
150$8.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Eastern Bank
142$8.3K0.0%GrowthMediumBoston, MA2026-10-05
First Pacific Financial
111$6.5K0.0%ETFLowVancouver, WA2026-10-14
Arlington Trust Co LLC
110$6.5K0.0%ETFMediumBirmingham, AL2026-10-20
MassMutual Private Wealth & Trust, FSB
101$5.9K0.0%CoreLowSpringfield, MA2026-10-05
Pflug Koory, LLC
100$5.9K0.0%CoreVery LowOmaha, NE2026-10-26
SBI Securities Co., Ltd.
88$5.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
80$4.7K0.0%IndexVery LowTokyo, Mexico2026-11-05
TD Private Client Wealth LLC
76$4.5K0.0%ETFLowNew York, NY2026-10-28
Pension & Wealth Management Advisors, Inc.
72$4.2K0.0%ETFLowWaltham, MA2026-10-16
Elevation Wealth Partners, LLC
72$4.2K0.0%ETFLowWalnut Creek, CA2026-10-07
Fortitude Family Office, LLC
69$4.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Bare Financial Services, Inc
68$4.0K0.0%ETFVery LowGap, PA2026-11-04
Capital Advisors, Ltd. LLC
51$3.0K0.0%ETFLowShaker Heights, OH2026-10-27
Farmers & Merchants Investments Inc
51$3.0K0.0%CoreVery LowLincoln, NE2026-10-22
Physician Wealth Advisors, Inc.
51$3.0K0.0%ETFMediumMidvale, UT2026-10-20
CoreCap Advisors, LLC
49$2.9K0.0%ETFMediumSouthfield, MI2026-10-08
Birch Financial Group, LLC
48$2.8K0.0%CoreLowKeene, NH2026-10-27
Financial Consulate, Inc
44$2.6K0.0%ETFLowHunt Valley, MD2026-10-23
Harbor Investment Advisory, LLC
36$2.1K0.0%GrowthLowLutherville, MD2026-10-13
1620 Investment Advisors, Inc.
31$1.8K0.0%ValueLowPlymouth, MA2026-11-04
First Command Advisory Services, Inc.
29$1.7K0.0%IndexLowFort Worth, TX2026-11-05
Rossby Financial, LCC
29$1.7K0.0%ETFMediumMelbourne, FL2026-11-05
Security National Bank
28$1.6K0.0%GrowthLowOmaha, NE2026-10-26
Caitong International Asset Management Co., Ltd
23$1.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Center for Financial Planning, Inc.
21$1.2K0.0%ETFLowSouthfied, MI2026-10-26
Creative Capital Management Investments LLC
21$1.2K0.0%ETFLowSan Diego, CA2026-10-28
Bell Investment Advisors, Inc
21$1.2K0.0%ETFVery LowOrinda, CA2026-10-29
Smallwood Wealth Investment Management, LLC
20$1.2K0.0%ETFVery LowRed Bank, NJ2026-10-30
Ascentis Wealth Management, LLC
20$1.2K0.0%Agg GrowthLowDallas, TX2026-11-03
JFS Wealth Advisors, LLC
19$1.1K0.0%ETFVery LowHermitage, PA2026-11-03
Pinnacle Wealth Planning Services, Inc.
17$9990.0%GARPLowMansfield, OH2026-10-27
Bay Harbor Wealth Management, LLC
16$9400.0%ETFMediumHunt Valley, MD2026-11-03
UMB Private Wealth Management, LLC
16$9400.0%GrowthN/AKansas City, MO2026-10-19
MV Capital Management, Inc.
14$8230.0%ETFLowBethesda, MD2026-10-29
Key FInancial Inc
12$7050.0%ETFLowWest Chester, PA2026-11-02
Elyxium Wealth, LLC
12$7050.0%GrowthVery LowBeverly Hills, CA2026-10-27
Silver Grove Financial Group, Inc.
12$7120.0%CoreMediumOrchard Park, NY2026-11-05
DiNuzzo Private Wealth, Inc.
9$5290.0%ETFLowBeaver, PA2026-10-16
Cromwell Holdings LLC
7$4110.0%IndexLowJackson, WY2026-10-28
GK Wealth Management LLC
6$3760.0%GARPVery HighReno, NV2026-10-09
IFP Advisors, Inc
4$2350.0%GrowthLowTampa, FL2026-10-16
SJS Investment Consulting Inc.
4$2360.0%ETFVery LowSylvania, OH2026-10-26
Valley National Advisers Inc
4$2360.0%ETFLowBethlehem, PA2026-10-23
DecisionPoint Financial, LLC
3$1780.0%ETFVery LowMesa, AZ2026-10-27
Hughes Financial Services, LLC
1$630.0%ETFLowHerndon, VA2026-10-30
Heritage Family Offices, LLP
0$290.0%GrowthHighScottsdale, AZ2026-11-02