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EPR Properties (EPR)

CUSIP: 26884U109 | NYSE | Real Estate · REIT - Specialty | Mid Cap | 1512 institutional holders

Quarters

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

Dimensional Fund Advisors LP1,138,495
0.0% of portfolio›$63.9M
Bank of New York Mellon Corp1,081,349
0.0% of portfolio›$60.7M
Wasatch Advisors LP767,247
0.3% of portfolio›$43.1M
Creative Planning191,915
0.0% of portfolio›$10.8M
Thrivent Financial for Lutherans184,749
0.0% of portfolio›$10.4M
Principal Financial Group Inc175,977
0.0% of portfolio›$9.9M
Citigroup Inc127,148
0.0% of portfolio›$7.1M
Asset Management One Co., Ltd.106,841
0.0% of portfolio›$6.0M
Wealth Enhancement Advisory Services, LLC79,973
0.0% of portfolio›$3.7M
Retirement Systems of Alabama79,017
0.0% of portfolio›$4.4M
New York State Teachers Retirement System75,523
0.0% of portfolio›$4.2M
Sumitomo Mitsui Trust Group, Inc.74,113
0.0% of portfolio›$4.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS73,869
0.0% of portfolio›$4.1M
Mitsubishi UFJ Asset Management Co., Ltd.72,009
0.0% of portfolio›$4.0M
DekaBank Deutsche Girozentrale67,222
0.0% of portfolio›$3.8K
Ballast Asset Management, LP62,861
1.5% of portfolio›$3.5M
State of New Jersey Common Pension Fund D62,290
0.0% of portfolio›$3.5M
State of Alaska, Department of Revenue56,904
0.1% of portfolio›$3.2M
Exchange Traded Concepts, LLC54,589
0.0% of portfolio›$3.1M
North Star Investment Management Corp.53,701
0.2% of portfolio›$3.0M
Midwest Professional Planners, Ltd.52,289
0.6% of portfolio›$2.9M
Swedbank AB51,286
0.0% of portfolio›$2.9M
Virginia Retirement Systems ET Al48,832
0.0% of portfolio›$2.7M
Oppenheimer & Co Inc48,436
0.0% of portfolio›$2.7M
HUB Investment Partners, LLC48,134
0.0% of portfolio›$2.7M
Sterling Capital Management LLC45,040
0.1% of portfolio›$2.5M
Focus Financial Network, Inc.44,185
0.1% of portfolio›$2.5M
Hennion & Walsh Asset Management, Inc.43,987
0.1% of portfolio›$2.5M
MacKenzie Financial Corp42,059
0.0% of portfolio›$2.4M
Oak Thistle LLC40,415
0.2% of portfolio›$2.3M
Nisa Investment Advisors, LLC37,626
0.0% of portfolio›$2.1M
Convergence Investment Partners, LLC34,318
0.1% of portfolio›$1.9M
Amalgamated Bank34,112
0.0% of portfolio›$1.9M
Daiwa Securities Group Inc.31,138
0.0% of portfolio›$1.7M
Pensionfund PDN30,962
1.0% of portfolio›$1.7K
Chicago Partners Investment Group LLC28,852
0.0% of portfolio›$1.6M
Achmea Investment Management B.V.27,903
0.0% of portfolio›$1.6M
Mutual of America Capital Management LLC27,899
0.0% of portfolio›$1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management27,798
0.0% of portfolio›$1.6M
Assetmark, Inc27,002
0.0% of portfolio›$1.5M
Cambiar Investors LLC26,583
0.1% of portfolio›$1.5M
Diversify Wealth Management, LLC24,726
0.0% of portfolio›$1.4M
Diversify Advisory Services, LLC24,726
0.0% of portfolio›$1.4M
Louisiana State Employees Retirement System22,800
0.0% of portfolio›$1.3M
Arizona State Retirement System21,551
0.0% of portfolio›$1.2M
1620 Investment Advisors, Inc.21,265
0.7% of portfolio›$1.2M
Kestra Private Wealth Services, LLC20,971
0.0% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.20,898
0.0% of portfolio›$1.2M
Y-Intercept (Hong Kong) Ltd20,712
0.0% of portfolio›$1.2M
Yousif Capital Management, LLC19,769
0.0% of portfolio›$1.1M
Prime Capital Investment Advisors, LLC19,468
0.0% of portfolio›$1.1M
Kestra Advisory Services, LLC19,454
0.0% of portfolio›$1.1M
Sumitomo Mitsui DS Asset Management Company, Ltd19,313
0.0% of portfolio›$1.1M
Friedenthal Financial18,945
0.5% of portfolio›$1.1M
B. Metzler seel. Sohn & Co. AG18,540
0.0% of portfolio›$1.0M
Wincap Financial LLC18,295
0.6% of portfolio›$1.0M
State of Michigan Retirement System17,989
0.0% of portfolio›$1.0M
Commonwealth Equity Services, LLC17,817
0.0% of portfolio›$1.0M
Elevation Point Wealth Partners, LLC17,633
0.0% of portfolio›$995.0K
Savant Capital, LLC16,938
0.0% of portfolio›$950.7K
Inscription Capital, LLC16,597
0.1% of portfolio›$931.6K
Certuity, LLC16,135
0.0% of portfolio›$905.7K
Oregon Public Employees Retirement Fund15,834
0.0% of portfolio›$888.8K
Family Wealth Partners, LLC15,545
0.3% of portfolio›$872.6K
Pensionfund Sabic15,300
1.0% of portfolio›$859
New Mexico Educational Retirement Board15,300
0.0% of portfolio›$859.0K
IFM Investors Pty Ltd15,197
0.0% of portfolio›$853.0K
Baker Avenue Asset Management, LP15,084
0.0% of portfolio›$846.7K
Versant Capital Management, Inc14,845
0.1% of portfolio›$833.3K
Byrne Asset Management LLC14,628
0.5% of portfolio›$811.7K
Childress Capital Advisors, LLC12,869
0.1% of portfolio›$722.3K
Sound Stewardship, LLC12,700
0.3% of portfolio›$712.9K
Verdence Capital Advisors LLC12,662
0.0% of portfolio›$710.7K
Crestwood Advisors Group, LLC12,527
0.0% of portfolio›$703.1K
Abel Hall, LLC12,261
0.1% of portfolio›$688.2K
Choreo, LLC11,706
0.0% of portfolio›$657.3K
NorthCrest Asset Manangement, LLC11,475
0.0% of portfolio›$624.4K
D.A. Davidson & Co.11,295
0.0% of portfolio›$634.0K
Jackson Square Capital, LLC11,034
0.1% of portfolio›$619.3K
Wedbush Securities Inc10,850
0.0% of portfolio›$609.0K
Pictet Asset Management Holding SA10,711
0.0% of portfolio›$601.2K
Moody National Bank Trust Division10,318
0.0% of portfolio›$579.1K
AlphaCore Capital LLC9,833
0.0% of portfolio›$553.1K
Larson Financial Group LLC9,814
0.0% of portfolio›$550.9K
Crossmark Global Holdings, Inc.9,541
0.0% of portfolio›$535.5K
RFG Advisory, LLC9,332
0.0% of portfolio›$523.8K
Eddie Patel Inc9,292
0.3% of portfolio›$521.6K
Evergreen Capital Management LLC9,034
0.0% of portfolio›$507.1K
UniSuper Management Pty Ltd9,000
0.0% of portfolio›$505.2K
Xponance LLC8,803
0.0% of portfolio›$494.1K
Independent Financial Group, LLC8,377
0.0% of portfolio›$470.2K
Parallel Advisors, LLC8,189
0.0% of portfolio›$459.6K
Swiss Life Asset Management Ltd8,104
0.0% of portfolio›$454.9K
Wedmont Private Capital7,312
0.0% of portfolio›$397.8K
James Investment Research, Inc.7,246
0.0% of portfolio›$406.7K
US Bancorp \de\6,965
0.0% of portfolio›$390.9K
Interchange Capital Partners, LLC6,965
0.1% of portfolio›$390.9K
Teamwork Financial Advisors, LLC6,959
0.0% of portfolio›$390.6K
Robeco Institutional Asset Management B.V.6,719
0.0% of portfolio›$377.1K
Sagespring Wealth Partners, LLC6,380
0.0% of portfolio›$358.1K
RDA Financial Network5,983
0.1% of portfolio›$335.8K
Community Bank of Raymore5,955
0.2% of portfolio›$334.3K
Ashton Thomas Private Wealth, LLC5,600
0.0% of portfolio›$314.3K
Cornerstone Wealth Group, LLC5,452
0.0% of portfolio›$306.0K
Advisor OS, LLC5,357
0.0% of portfolio›$300.7K
Vanderbilt University5,235
0.0% of portfolio›$293.8K
Samalin Investment Counsel, LLC5,179
0.1% of portfolio›$290.7K
Kestra Investment Management, LLC5,149
0.0% of portfolio›$289.0K
Concurrent Investment Advisors, LLC5,145
0.0% of portfolio›$288.8K
Private Trust Co NA5,128
0.0% of portfolio›$287.8K
Moody Lynn Lieberson & Walker, LLC5,008
0.0% of portfolio›$281.1K
Robertson Stephens Wealth Management, LLC4,975
0.0% of portfolio›$280.8K
M&G Plc4,649
0.0% of portfolio›$260.3K
Arrow Investment Advisors, LLC4,547
0.2% of portfolio›$255.2K
Wealthcare Advisory Partners LLC4,536
0.0% of portfolio›$254.6K
Hohimer Wealth Management, LLC4,531
0.0% of portfolio›$254.3K
Keybank National Association4,483
0.0% of portfolio›$251.6K
Cordoba Advisory Partners LLC4,432
0.0% of portfolio›$250.1K
Park Avenue Securities LLC4,427
0.0% of portfolio›$249.0K
Lido Advisors, LLC4,421
0.0% of portfolio›$248.2K
Brighton Jones LLC4,404
0.0% of portfolio›$247.2K
Axxcess Wealth Management, LLC4,268
0.0% of portfolio›$239.6K
Old National Bancorp4,249
0.0% of portfolio›$238.5K
WealthPlan Investment Management, LLC4,191
0.0% of portfolio›$235.2K
Kathmere Capital Management, LLC4,140
0.0% of portfolio›$232.4K
Moss Adams Wealth Advisors LLC4,138
0.0% of portfolio›$232.3K
Signaturefd, LLC4,105
0.0% of portfolio›$230.4K
Alps Advisors Inc4,058
0.0% of portfolio›$227.8K
Truist Financial Corp4,036
0.0% of portfolio›$226.5K
Signature Estate & Investment Advisors LLC4,013
0.0% of portfolio›$225.2K
Krilogy Financial LLC3,967
0.0% of portfolio›$219.8K
J.W. Cole Advisors, Inc.3,613
0.0% of portfolio›$202.8K
55 North Private Wealth, LLC3,609
0.0% of portfolio›$202.6K
Strs Ohio3,335
0.0% of portfolio›$187.2K
EverSource Wealth Advisors, LLC2,506
0.0% of portfolio›$140.7K
IFP Advisors, Inc2,469
0.0% of portfolio›$138.6K
Gamma Investing LLC2,434
0.0% of portfolio›$136.6K
KBC Group NV2,380
0.0% of portfolio›$134.0K
Ninety One UK Ltd1,708
0.0% of portfolio›$95.9K
Toth Financial Advisory Corp1,700
0.0% of portfolio›$95.4K
Farther Finance Advisors, LLC1,573
0.0% of portfolio›$88.3K
Triumph Capital Management1,551
0.0% of portfolio›$87.1K
Flagship Wealth Advisors, LLC1,548
0.0% of portfolio›$86.9K
Heritage Family Offices, LLP1,417
0.0% of portfolio›$79.5K
Elevation Wealth Partners, LLC1,367
0.0% of portfolio›$76.7K
Elyxium Wealth, LLC1,359
0.0% of portfolio›$76.3K
Covestor Ltd1,352
0.1% of portfolio›$76.0K
SJS Investment Consulting Inc.1,124
0.0% of portfolio›$63.1K
Cullen T Bankers, Inc.1,097
0.0% of portfolio›$61.6K
CX Institutional1,018
0.0% of portfolio›$57
GF Fund Management Co. Ltd.1,010
0.0% of portfolio›$56.7K
Atlantic Edge Private Wealth Management, LLC1,000
0.0% of portfolio›$56.1K
Fifth Third Bancorp908
0.0% of portfolio›$51.0K
True Wealth Design, LLC899
0.0% of portfolio›$50.5K
Pension & Wealth Management Advisors, Inc.655
0.0% of portfolio›$36.8K
StrongBox Wealth, LLC600
0.0% of portfolio›$33.7K
Blume Capital Management, Inc.542
0.0% of portfolio›$30.4K
Ares Financial Consulting, LLC527
0.0% of portfolio›$29.6K
Rossby Financial, LCC522
0.0% of portfolio›$29.3K
Parkside Financial Bank & Trust479
0.0% of portfolio›$26.9K
First Bancorp, Inc465
0.0% of portfolio›$26.1K
Blue Trust, Inc.449
0.0% of portfolio›$25.2K
Alpine Bank Wealth Management435
0.0% of portfolio›$24.4K
University of Texas S AM Investment Management Co421
0.0% of portfolio›$23.6K
Beacon Investment Advisory Services, Inc.400
0.0% of portfolio›$22.5K
GoalVest Advisory LLC292
0.0% of portfolio›$16.4K
Westside Investment Management, Inc.286
0.0% of portfolio›$16.1K
Essential Partners LLC282
0.0% of portfolio›$15.8K
Capital Advisors, Ltd. LLC276
0.0% of portfolio›$15
Spire Wealth Management275
0.0% of portfolio›$15.4K
Southern Michigan Bank & Trust275
0.0% of portfolio›$15.4K
Simplex Trading, LLC274
0.0% of portfolio›$15.4K
WPG Advisers, LLC269
0.0% of portfolio›$15.1K
Sarver Vrooman Wealth Advisors262
0.0% of portfolio›$14.7K
Mather Group, Llc.255
0.0% of portfolio›$14.3K
Cassaday & Co Wealth Management LLC249
0.0% of portfolio›$14.0K
Arlington Trust Co LLC222
0.0% of portfolio›$12.5K
MassMutual Private Wealth & Trust, FSB207
0.0% of portfolio›$11.6K
Costello Asset Management, Inc200
0.0% of portfolio›$11.2K
Provenance Wealth Advisors, LLC200
0.0% of portfolio›$11.2K
First Horizon Corp192
0.0% of portfolio›$10.8K
Vision Financial Markets LLC137
0.0% of portfolio›$7.6K
Silver Grove Financial Group, Inc.133
0.0% of portfolio›$7.5K
City State Bank127
0.0% of portfolio›$7.1K
Planning Strategies Inc.122
0.0% of portfolio›$6.8K
Mirae Asset Global Investments Co., Ltd.121
0.0% of portfolio›$6.8K
Highline Wealth Partners LLC117
0.0% of portfolio›$6.6K
Bell Investment Advisors, Inc115
0.0% of portfolio›$6.5K
Moisand Fitzgerald Tamayo, LLC111
0.0% of portfolio›$6.2K
Kingdom Financial Group Llc.86
0.0% of portfolio›$4.8K
Pinnacle Wealth Planning Services, Inc.69
0.0% of portfolio›$3.9K
Grove Bank & Trust68
0.0% of portfolio›$3.8K
Trust Co of Vermont66
0.0% of portfolio›$3.7K
Farmers & Merchants Investments Inc65
0.0% of portfolio›$3.6K
Retirement Wealth Solutions LLC58
0.0% of portfolio›$3.3K
Physician Wealth Advisors, Inc.57
0.0% of portfolio›$3.2K
Nova Financial LLC38
0.0% of portfolio›$2.1K
CoreCap Advisors, LLC38
0.0% of portfolio›$2.1K
Smallwood Wealth Investment Management, LLC31
0.0% of portfolio›$1.7K
Archer Investment Corp29
0.0% of portfolio›$1.7K
GK Wealth Management LLC27
0.0% of portfolio›$1.5K
Central Trust Co20
0.0% of portfolio›$1.1K
Owl Creek Wealth Partners LLC20
0.0% of portfolio›$1.1K
Bare Financial Services, Inc19
0.0% of portfolio›$1.1K
Signature Equity Partners, LLC19
0.0% of portfolio›$1.1K
Manchester Capital Management LLC17
0.0% of portfolio›$955
Cromwell Holdings LLC14
0.0% of portfolio›$790
Financial Management Professionals, Inc.13
0.0% of portfolio›$734
JFS Wealth Advisors, LLC11
0.0% of portfolio›$618
Valley National Advisers Inc11
0.0% of portfolio›$618
Asset Dedication, LLC11
0.0% of portfolio›$619
Financial Perspectives, Inc8
0.0% of portfolio›$449
Jnba Financial Advisors8
0.0% of portfolio›$450
MV Capital Management, Inc.7
0.0% of portfolio›$393
Cape Investment Advisory, Inc.3
0.0% of portfolio›$184
Hughes Financial Services, LLC3
0.0% of portfolio›$175
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,138,495$63.9M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,081,349$60.7M0.0%CoreLowNew York, NY2026-11-05
Wasatch Advisors LP
767,247$43.1M0.3%GARPMediumSalt Lake City, UT2026-10-13
Creative Planning
191,915$10.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Thrivent Financial for Lutherans
184,749$10.4M0.0%GARPMediumMinneapolis, MN2026-11-05
Principal Financial Group Inc
175,977$9.9M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
127,148$7.1M0.0%CoreMediumNew York, NY2026-11-04
Asset Management One Co., Ltd.
106,841$6.0M0.0%IndexVery LowTokyo, Mexico2026-10-27
Wealth Enhancement Advisory Services, LLC
79,973$3.7M0.0%CoreLowPlymouth, MN2026-10-13
Retirement Systems of Alabama
79,017$4.4M0.0%IndexLowMontgomery, AL2026-11-04
New York State Teachers Retirement System
75,523$4.2M0.0%CoreVery LowAlbany, NY2026-10-22
Sumitomo Mitsui Trust Group, Inc.
74,113$4.2M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
73,869$4.1M0.0%CoreLowHarrisburg, PA2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
72,009$4.0M0.0%IndexVery LowTokyo, Mexico2026-11-05
DekaBank Deutsche Girozentrale
67,222$3.8K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Ballast Asset Management, LP
62,861$3.5M1.5%Deep ValueLowDallas, TX2026-11-04
State of New Jersey Common Pension Fund D
62,290$3.5M0.0%CoreLowTrenton, NJ2026-11-05
State of Alaska, Department of Revenue
56,904$3.2M0.1%CoreVery LowJuneau, AK2026-10-15
Exchange Traded Concepts, LLC
54,589$3.1M0.0%GrowthMediumOklahoma City, OK2026-10-28
North Star Investment Management Corp.
53,701$3.0M0.2%CoreLowChicago, IL2026-10-27
Midwest Professional Planners, Ltd.
52,289$2.9M0.6%GrowthMediumWausau, WI2026-10-29
Swedbank AB
51,286$2.9M0.0%GrowthLowStockholm, Sweden2026-10-27
Virginia Retirement Systems ET Al
48,832$2.7M0.0%CoreMediumRichmond, VA2026-10-28
Oppenheimer & Co Inc
48,436$2.7M0.0%CoreLowNew York, NY2026-10-26
HUB Investment Partners, LLC
48,134$2.7M0.0%GrowthLowAustin, TX2026-11-03
Sterling Capital Management LLC
45,040$2.5M0.1%GARPMediumCharlotte, NC2026-10-22
Focus Financial Network, Inc.
44,185$2.5M0.1%ETFLowMinneapolis, MN2026-10-14
Hennion & Walsh Asset Management, Inc.
43,987$2.5M0.1%ValueMediumParsippany, NJ2026-10-13
MacKenzie Financial Corp
42,059$2.4M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Oak Thistle LLC
40,415$2.3M0.2%ValueVery HighNew York, NY2026-10-21
Nisa Investment Advisors, LLC
37,626$2.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
Convergence Investment Partners, LLC
34,318$1.9M0.1%GARPHighPalm Beach Gardens, FL2026-10-28
Amalgamated Bank
34,112$1.9M0.0%CoreVery LowNew York, NY2026-10-23
Daiwa Securities Group Inc.
31,138$1.7M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Pensionfund PDN
30,962$1.7K1.0%YieldVery LowSittard, Philippines2026-10-05
Chicago Partners Investment Group LLC
28,852$1.6M0.0%GARPLowChicago, IL2026-10-27
Achmea Investment Management B.V.
27,903$1.6M0.0%CoreMediumZeist, Philippines2026-10-30
Mutual of America Capital Management LLC
27,899$1.6M0.0%IndexLowNew York, NY2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
27,798$1.6M0.0%GrowthVery LowSeattle, WA2026-10-27
Assetmark, Inc
27,002$1.5M0.0%ETFLowConcord, CA2026-10-21
Cambiar Investors LLC
26,583$1.5M0.1%ValueMediumDenver, CO2026-11-04
Diversify Wealth Management, LLC
24,726$1.4M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
24,726$1.4M0.0%GrowthLowSandy, UT2026-10-20
Louisiana State Employees Retirement System
22,800$1.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
21,551$1.2M0.0%IndexVery LowPhoenix, AZ2026-11-03
1620 Investment Advisors, Inc.
21,265$1.2M0.7%ValueLowPlymouth, MA2026-11-04
Kestra Private Wealth Services, LLC
20,971$1.2M0.0%GrowthLowAustin, TX2026-10-30
Cambridge Investment Research Advisors, Inc.
20,898$1.2M0.0%ETFLowFairfield, IA2026-11-02
Y-Intercept (Hong Kong) Ltd
20,712$1.2M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Yousif Capital Management, LLC
19,769$1.1M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Prime Capital Investment Advisors, LLC
19,468$1.1M0.0%ETFLowOverland Park, KS2026-10-20
Kestra Advisory Services, LLC
19,454$1.1M0.0%CoreLowAustin, TX2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
19,313$1.1M0.0%IndexVery LowTokyo, Mexico2026-10-20
Friedenthal Financial
18,945$1.1M0.5%ETFHighMarlton, NJ2026-10-27
B. Metzler seel. Sohn & Co. AG
18,540$1.0M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Wincap Financial LLC
18,295$1.0M0.6%CoreLowBoston, MA2026-10-20
State of Michigan Retirement System
17,989$1.0M0.0%IndexLowEast Lansing, MI2026-10-27
Commonwealth Equity Services, LLC
17,817$1.0M0.0%ETFLowWaltham, MA2026-11-02
Elevation Point Wealth Partners, LLC
17,633$995.0K0.0%CoreHighDenver, CO2026-11-05
Savant Capital, LLC
16,938$950.7K0.0%IndexVery LowRockford, IL2026-11-06
Inscription Capital, LLC
16,597$931.6K0.1%GARPMediumHouston, TX2026-11-02
Certuity, LLC
16,135$905.7K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Oregon Public Employees Retirement Fund
15,834$888.8K0.0%IndexVery LowTigard, OR2026-10-30
Family Wealth Partners, LLC
15,545$872.6K0.3%ETFLowMatthews, NC2026-10-20
Pensionfund Sabic
15,300$8591.0%YieldVery LowSittard, Philippines2026-10-05
New Mexico Educational Retirement Board
15,300$859.0K0.0%IndexVery LowSanta Fe, NM2026-11-05
IFM Investors Pty Ltd
15,197$853.0K0.0%IndexVery LowMelbourne, China2026-10-14
Baker Avenue Asset Management, LP
15,084$846.7K0.0%GrowthLowSan Francisco, CA2026-11-06
Versant Capital Management, Inc
14,845$833.3K0.1%GARPLowPhoenix, AZ2026-10-02
Byrne Asset Management LLC
14,628$811.7K0.5%CoreLowKingston, NJ2026-10-06
Childress Capital Advisors, LLC
12,869$722.3K0.1%GARPMediumHouston, TX2026-10-28
Sound Stewardship, LLC
12,700$712.9K0.3%ETFVery LowOverland Park, KS2026-10-14
Verdence Capital Advisors LLC
12,662$710.7K0.0%CoreMediumHunt Valley, MD2026-10-26
Crestwood Advisors Group, LLC
12,527$703.1K0.0%GrowthLowBoston, MA2026-10-27
Abel Hall, LLC
12,261$688.2K0.1%CoreMediumBaton Rouge, LA2026-10-19
Choreo, LLC
11,706$657.3K0.0%IndexLowRockford, IL2026-10-28
NorthCrest Asset Manangement, LLC
11,475$624.4K0.0%GrowthLowPlymouth, MN2026-10-13
D.A. Davidson & Co.
11,295$634.0K0.0%CoreLowGreat Falls, MT2026-10-28
Jackson Square Capital, LLC
11,034$619.3K0.1%Agg GrowthMediumSan Francisco, CA2026-10-19
Wedbush Securities Inc
10,850$609.0K0.0%CoreLowPasadena, CA2026-10-22
Pictet Asset Management Holding SA
10,711$601.2K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Moody National Bank Trust Division
10,318$579.1K0.0%CoreMediumGalveston, TX2026-10-06
AlphaCore Capital LLC
9,833$553.1K0.0%ETFLowLa Jolla, CA2026-11-04
Larson Financial Group LLC
9,814$550.9K0.0%GrowthLowSt Louis, MO2026-11-05
Crossmark Global Holdings, Inc.
9,541$535.5K0.0%GARPMediumHouston, TX2026-10-21
RFG Advisory, LLC
9,332$523.8K0.0%ETFMediumBirmingham, AL2026-11-03
Eddie Patel Inc
9,292$521.6K0.3%GARPVery HighChicago, IL2026-11-02
Evergreen Capital Management LLC
9,034$507.1K0.0%GARPMediumBellevue, WA2026-10-23
UniSuper Management Pty Ltd
9,000$505.2K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Xponance LLC
8,803$494.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Independent Financial Group, LLC
8,377$470.2K0.0%GrowthLowSan Diego, CA2026-10-13
Parallel Advisors, LLC
8,189$459.6K0.0%IndexLowSan Francisco, CA2026-11-03
Swiss Life Asset Management Ltd
8,104$454.9K0.0%CoreLowZurich, Switzerland2026-11-03
Wedmont Private Capital
7,312$397.8K0.0%IndexVery LowWest Chester, PA2026-10-09
James Investment Research, Inc.
7,246$406.7K0.0%CoreLowAlpha, OH2026-10-22
US Bancorp \de\
6,965$390.9K0.0%IndexLowMinneapolis, MN2026-11-05
Interchange Capital Partners, LLC
6,965$390.9K0.1%GrowthLowPittsburgh, PA2026-10-28
Teamwork Financial Advisors, LLC
6,959$390.6K0.0%GrowthHighSan Antonio, TX2026-10-19
Robeco Institutional Asset Management B.V.
6,719$377.1K0.0%CoreMediumRotterdam, Philippines2026-10-20
Sagespring Wealth Partners, LLC
6,380$358.1K0.0%ETFLowFranklin, TN2026-10-22
RDA Financial Network
5,983$335.8K0.1%GrowthMediumAkron, IA2026-10-15
Community Bank of Raymore
5,955$334.3K0.2%ValueVery LowRaymore, MO2026-10-23
Ashton Thomas Private Wealth, LLC
5,600$314.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Cornerstone Wealth Group, LLC
5,452$306.0K0.0%CoreMediumHuntersville, NC2026-11-02
Advisor OS, LLC
5,357$300.7K0.0%ETFMediumChicago, IL2026-11-03
Vanderbilt University
5,235$293.8K0.0%ETFMediumNashville, TN2026-11-02
Samalin Investment Counsel, LLC
5,179$290.7K0.1%YieldMediumChappaqua, NY2026-10-23
Kestra Investment Management, LLC
5,149$289.0K0.0%ETFMediumAustin, TX2026-11-04
Concurrent Investment Advisors, LLC
5,145$288.8K0.0%GrowthMediumTampa, FL2026-10-16
Private Trust Co NA
5,128$287.8K0.0%CoreLowCleveland, OH2026-10-20
Moody Lynn Lieberson & Walker, LLC
5,008$281.1K0.0%MomentumLowBoston, MA2026-10-14
Robertson Stephens Wealth Management, LLC
4,975$280.8K0.0%ETFMediumSan Francisco, CA2026-10-16
M&G Plc
4,649$260.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
Arrow Investment Advisors, LLC
4,547$255.2K0.2%Agg GrowthMediumLaurel, MD2026-11-02
Wealthcare Advisory Partners LLC
4,536$254.6K0.0%ETFLowWest Chester, PA2026-10-21
Hohimer Wealth Management, LLC
4,531$254.3K0.0%CoreHighSeattle, WA2026-11-04
Keybank National Association
4,483$251.6K0.0%CoreLowBrooklyn, OH2026-11-04
Cordoba Advisory Partners LLC
4,432$250.1K0.0%ETFMediumNew York, NY2026-10-19
Park Avenue Securities LLC
4,427$249.0K0.0%ETFMediumNew York, NY2026-10-26
Lido Advisors, LLC
4,421$248.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Brighton Jones LLC
4,404$247.2K0.0%CoreVery LowSeattle, WA2026-11-03
Axxcess Wealth Management, LLC
4,268$239.6K0.0%CoreLowCarlsbad, CA2026-10-21
Old National Bancorp
4,249$238.5K0.0%CoreLowEvansville, IN2026-10-20
WealthPlan Investment Management, LLC
4,191$235.2K0.0%GrowthMediumOmaha, NE2026-10-15
Kathmere Capital Management, LLC
4,140$232.4K0.0%ETFLowWayne, PA2026-10-20
Moss Adams Wealth Advisors LLC
4,138$232.3K0.0%ETFLowSeattle, WA2026-10-28
Signaturefd, LLC
4,105$230.4K0.0%IndexLowAtlanta, GA2026-10-23
Alps Advisors Inc
4,058$227.8K0.0%YieldLowDenver, CO2026-11-03
Truist Financial Corp
4,036$226.5K0.0%CoreLowCharlotte, NC2026-10-30
Signature Estate & Investment Advisors LLC
4,013$225.2K0.0%ETFMediumLos Angeles, CA2026-10-13
Krilogy Financial LLC
3,967$219.8K0.0%GrowthLowSt. Louis, MO2026-10-13
J.W. Cole Advisors, Inc.
3,613$202.8K0.0%IndexLowTampa, FL2026-11-05
55 North Private Wealth, LLC
3,609$202.6K0.0%ETFLowWinter Park, FL2026-10-20
Strs Ohio
3,335$187.2K0.0%CoreMediumColumbus, OH2026-10-30
EverSource Wealth Advisors, LLC
2,506$140.7K0.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
2,469$138.6K0.0%GrowthLowTampa, FL2026-10-16
Gamma Investing LLC
2,434$136.6K0.0%IndexVery LowFoster City, CA2026-10-08
KBC Group NV
2,380$134.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Ninety One UK Ltd
1,708$95.9K0.0%CoreMediumLondon, United Kingdom2026-10-15
Toth Financial Advisory Corp
1,700$95.4K0.0%CoreLowLeesburg, VA2026-10-08
Farther Finance Advisors, LLC
1,573$88.3K0.0%IndexLowSan Francisco, CA2026-10-08
Triumph Capital Management
1,551$87.1K0.0%ETFMediumDenver, CO2026-10-14
Flagship Wealth Advisors, LLC
1,548$86.9K0.0%ETFLowWakefield, MA2026-11-03
Heritage Family Offices, LLP
1,417$79.5K0.0%GrowthHighScottsdale, AZ2026-11-02
Elevation Wealth Partners, LLC
1,367$76.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Elyxium Wealth, LLC
1,359$76.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Covestor Ltd
1,352$76.0K0.1%ValueHighLondon, United Kingdom2026-10-30
SJS Investment Consulting Inc.
1,124$63.1K0.0%ETFVery LowSylvania, OH2026-10-26
Cullen T Bankers, Inc.
1,097$61.6K0.0%GrowthLowSan Antonio, TX2026-10-28
CX Institutional
1,018$570.0%CoreMediumAuburn, IN2026-10-02
GF Fund Management Co. Ltd.
1,010$56.7K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Atlantic Edge Private Wealth Management, LLC
1,000$56.1K0.0%CoreLowJacksonville, FL2026-10-20
Fifth Third Bancorp
908$51.0K0.0%IndexVery LowCincinnati, OH2026-11-05
True Wealth Design, LLC
899$50.5K0.0%ETFMediumAkron, OH2026-10-13
Pension & Wealth Management Advisors, Inc.
655$36.8K0.0%ETFLowWaltham, MA2026-10-16
StrongBox Wealth, LLC
600$33.7K0.0%GrowthLowLee'S Summit, MO2026-11-02
Blume Capital Management, Inc.
542$30.4K0.0%CoreMediumBerkeley, CA2026-10-26
Ares Financial Consulting, LLC
527$29.6K0.0%CoreLowCalabasas, CA2026-10-19
Rossby Financial, LCC
522$29.3K0.0%ETFMediumMelbourne, FL2026-11-05
Parkside Financial Bank & Trust
479$26.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
First Bancorp, Inc
465$26.1K0.0%ValueVery LowDamariscotta, ME2026-10-26
Blue Trust, Inc.
449$25.2K0.0%ETFLowBrentwood, TN2026-10-15
Alpine Bank Wealth Management
435$24.4K0.0%ETFHighGrand Junction, CO2026-10-16
University of Texas S AM Investment Management Co
421$23.6K0.0%CoreHighAustin, TX2026-11-03
Beacon Investment Advisory Services, Inc.
400$22.5K0.0%GrowthLowMorristown, NJ2026-10-13
GoalVest Advisory LLC
292$16.4K0.0%ETFMediumNew York, NY2026-10-02
Westside Investment Management, Inc.
286$16.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Essential Partners LLC
282$15.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Capital Advisors, Ltd. LLC
276$150.0%ETFLowShaker Heights, OH2026-10-27
Spire Wealth Management
275$15.4K0.0%GrowthMediumMclean, VA2026-10-30
Southern Michigan Bank & Trust
275$15.4K0.0%ETFLowColdwater, MI2026-10-19
Simplex Trading, LLC
274$15.4K0.0%CoreVery HighChicago, IL2026-11-04
WPG Advisers, LLC
269$15.1K0.0%CoreLowBaltimore, MD2026-10-27
Sarver Vrooman Wealth Advisors
262$14.7K0.0%ETFMediumKansas City, MO2026-10-01
Mather Group, Llc.
255$14.3K0.0%ETFMediumChicago, IL2026-10-14
Cassaday & Co Wealth Management LLC
249$14.0K0.0%ETFVery LowMclean, VA2026-10-27
Arlington Trust Co LLC
222$12.5K0.0%ETFMediumBirmingham, AL2026-10-20
MassMutual Private Wealth & Trust, FSB
207$11.6K0.0%CoreLowSpringfield, MA2026-10-05
Costello Asset Management, Inc
200$11.2K0.0%CoreLowFeasterville, PA2026-10-30
Provenance Wealth Advisors, LLC
200$11.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
First Horizon Corp
192$10.8K0.0%CoreLowMemphis, TN2026-10-26
Vision Financial Markets LLC
137$7.6K0.0%CoreLowStamford, CT2026-10-22
Silver Grove Financial Group, Inc.
133$7.5K0.0%CoreMediumOrchard Park, NY2026-11-05
City State Bank
127$7.1K0.0%GrowthVery LowNorwalk, IA2026-10-20
Planning Strategies Inc.
122$6.8K0.0%ETFN/ALancaster, PA2026-10-02
Mirae Asset Global Investments Co., Ltd.
121$6.8K0.0%GrowthLowSeoul, Malaysia2026-11-03
Highline Wealth Partners LLC
117$6.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Bell Investment Advisors, Inc
115$6.5K0.0%ETFVery LowOrinda, CA2026-10-29
Moisand Fitzgerald Tamayo, LLC
111$6.2K0.0%ETFVery LowOrlando, FL2026-10-15
Kingdom Financial Group Llc.
86$4.8K0.0%ETFMediumPeoria, AZ2026-11-04
Pinnacle Wealth Planning Services, Inc.
69$3.9K0.0%GARPLowMansfield, OH2026-10-27
Grove Bank & Trust
68$3.8K0.0%ETFLowMiami, FL2026-10-08
Trust Co of Vermont
66$3.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Farmers & Merchants Investments Inc
65$3.6K0.0%CoreVery LowLincoln, NE2026-10-22
Retirement Wealth Solutions LLC
58$3.3K0.0%ETFLowMarshfield, WI2026-10-07
Physician Wealth Advisors, Inc.
57$3.2K0.0%ETFMediumMidvale, UT2026-10-20
Nova Financial LLC
38$2.1K0.0%N/AN/ATucson, AZ2026-11-04
CoreCap Advisors, LLC
38$2.1K0.0%ETFMediumSouthfield, MI2026-10-08
Smallwood Wealth Investment Management, LLC
31$1.7K0.0%ETFVery LowRed Bank, NJ2026-10-30
Archer Investment Corp
29$1.7K0.0%CoreMediumCarmel, IN2026-11-05
GK Wealth Management LLC
27$1.5K0.0%GARPVery HighReno, NV2026-10-09
Central Trust Co
20$1.1K0.0%CoreLowJefferson City, MO2026-11-05
Owl Creek Wealth Partners LLC
20$1.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Bare Financial Services, Inc
19$1.1K0.0%ETFVery LowGap, PA2026-11-04
Signature Equity Partners, LLC
19$1.1K0.0%GrowthMediumColumbus, OH2026-10-29
Manchester Capital Management LLC
17$9550.0%CoreLowManchester, VT2026-10-22
Cromwell Holdings LLC
14$7900.0%IndexLowJackson, WY2026-10-28
Financial Management Professionals, Inc.
13$7340.0%ETFMediumAustin, TX2026-10-23
JFS Wealth Advisors, LLC
11$6180.0%ETFVery LowHermitage, PA2026-11-03
Valley National Advisers Inc
11$6180.0%ETFLowBethlehem, PA2026-10-23
Asset Dedication, LLC
11$6190.0%ETFLowSan Francisco, CA2026-11-03
Financial Perspectives, Inc
8$4490.0%GrowthVery LowMinneapolis, MN2026-11-03
Jnba Financial Advisors
8$4500.0%ETFMediumBloomington, MN2026-11-03
MV Capital Management, Inc.
7$3930.0%ETFLowBethesda, MD2026-10-29
Cape Investment Advisory, Inc.
3$1840.0%ETFLowMcdonough, GA2026-10-13
Hughes Financial Services, LLC
3$1750.0%ETFLowHerndon, VA2026-10-30