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Esco Technologies Inc (ESE)

CUSIP: 296315104 | NYSE | Technology · Scientific & Technical Instruments | Mid Cap | 970 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
13DTBG AG5,100,00016.4%New 5%+ stakeOct 1, 2026No 13F filer matched
13DTBG AG5,100,000
16.4% of class · Oct 1, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP573,991
0.0% of portfolio›$152.2M
Wasatch Advisors LP461,292
0.9% of portfolio›$122.3M
Conestoga Capital Advisors, LLC295,820
2.4% of portfolio›$78.4M
Principal Financial Group Inc177,888
0.0% of portfolio›$47.2M
Bank of New York Mellon Corp172,409
0.0% of portfolio›$45.7M
OP Asset Management Ltd142,348
0.3% of portfolio›$37.7M
Fort Washington Investment Advisors Inc126,884
0.2% of portfolio›$33.6M
Tributary Capital Management, LLC101,895
2.5% of portfolio›$27.0M
GHP Investment Advisors, Inc.85,469
0.8% of portfolio›$22.7M
DekaBank Deutsche Girozentrale70,732
0.1% of portfolio›$18.8M
Mutual of America Capital Management LLC58,786
0.2% of portfolio›$15.6M
Fifth Third Bancorp44,832
0.0% of portfolio›$11.9M
Thrivent Financial for Lutherans38,564
0.0% of portfolio›$10.2M
Creative Planning37,692
0.0% of portfolio›$10.0M
Premier Fund Managers Ltd36,628
5.6% of portfolio›$9.7M
Mitsubishi UFJ Asset Management Co., Ltd.36,605
0.0% of portfolio›$9.7M
Kornitzer Capital Management Inc30,865
0.2% of portfolio›$8.2M
Citigroup Inc22,653
0.0% of portfolio›$6.0M
New York State Teachers Retirement System14,504
0.0% of portfolio›$3.8M
B. Metzler seel. Sohn & Co. AG13,827
0.0% of portfolio›$3.7M
Illinois Municipal Retirement Fund13,396
0.0% of portfolio›$3.6M
Louisiana State Employees Retirement System11,000
0.0% of portfolio›$2.9M
Granite Investment Partners, LLC10,520
0.2% of portfolio›$2.8M
Strs Ohio10,400
0.0% of portfolio›$2.8M
US Bancorp \de\10,381
0.0% of portfolio›$2.8M
Lisanti Capital Growth, LLC9,890
0.7% of portfolio›$2.6M
Plancorp, LLC9,603
0.1% of portfolio›$2.3M
Allspring Global Investments Holdings, LLC9,013
0.0% of portfolio›$2.4M
Oppenheimer Asset Management Inc.8,325
0.0% of portfolio›$2.2M
State of New Jersey Common Pension Fund D8,292
0.0% of portfolio›$2.2M
State of Alaska, Department of Revenue8,010
0.1% of portfolio›$2.1M
Jefferies Financial Group Inc.7,550
0.0% of portfolio›$2.0M
Yousif Capital Management, LLC7,517
0.0% of portfolio›$2.0M
Arizona State Retirement System7,294
0.0% of portfolio›$1.9M
Quadrant Capital Group LLC7,168
0.1% of portfolio›$1.9M
Azzad Asset Management Inc7,083
0.2% of portfolio›$1.9M
Shaker Investments LLC6,848
0.7% of portfolio›$1.8M
Amalgamated Bank6,751
0.0% of portfolio›$1.8M
Cookson Peirce & Co Inc6,751
0.1% of portfolio›$1.8M
Ethic Inc.6,724
0.0% of portfolio›$1.8M
Harbor Capital Advisors, Inc.6,714
0.3% of portfolio›$1.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,104
0.0% of portfolio›$1.6M
Oregon Public Employees Retirement Fund5,818
0.0% of portfolio›$1.5M
Maryland State Retirement & Pension System5,766
0.0% of portfolio›$1.5M
Legacy Bridge, LLC5,688
0.5% of portfolio›$1.5M
Wealth Enhancement Advisory Services, LLC5,458
0.0% of portfolio›$312.7K
NorthCrest Asset Manangement, LLC4,227
0.0% of portfolio›$1.1M
Pictet Asset Management Holding SA4,083
0.0% of portfolio›$1.1M
New York Life Investment Management LLC3,813
0.0% of portfolio›$1.0M
Y-Intercept (Hong Kong) Ltd3,743
0.0% of portfolio›$992.3K
Inspire Investing, LLC3,738
0.0% of portfolio›$991.0K
ProShare Advisors LLC3,628
0.0% of portfolio›$961.8K
Vontobel Holding Ltd.3,443
0.0% of portfolio›$912.8K
Hanseatic Management Services Inc3,298
0.7% of portfolio›$874.3K
Enhancing Capital LLC3,293
0.6% of portfolio›$873.0K
James Investment Research, Inc.3,262
0.1% of portfolio›$864.8K
Hennion & Walsh Asset Management, Inc.3,067
0.0% of portfolio›$813.1K
Krilogy Financial LLC2,510
0.0% of portfolio›$656.5K
Swiss Life Asset Management Ltd2,495
0.0% of portfolio›$661.5K
Xponance LLC2,494
0.0% of portfolio›$661.2K
Parallel Advisors, LLC2,456
0.0% of portfolio›$651.0K
Virginia Retirement Systems ET Al2,440
0.0% of portfolio›$646.9K
Trust Point Inc.2,400
0.0% of portfolio›$636.3K
HMS Capital Management, LLC2,392
0.2% of portfolio›$634.2K
Evergreen Capital Management LLC2,304
0.0% of portfolio›$610.8K
Yorktown Management & Research Co Inc2,225
0.4% of portfolio›$589.9K
State of Wyoming2,119
0.0% of portfolio›$561.8K
Praxis Investment Management Inc2,052
0.1% of portfolio›$544.0K
Cambridge Investment Research Advisors, Inc.2,022
0.0% of portfolio›$536.0K
Central Trust Co2,020
0.0% of portfolio›$535.5K
Achmea Investment Management B.V.2,010
0.0% of portfolio›$533.3K
Summit Global Investments1,985
0.1% of portfolio›$526.0K
Exchange Traded Concepts, LLC1,728
0.0% of portfolio›$458.1K
Contravisory Investment Management, Inc.1,714
0.1% of portfolio›$454.4K
Crossmark Global Holdings, Inc.1,610
0.0% of portfolio›$426.8K
Atria Investments, Inc1,589
0.0% of portfolio›$421.3K
BankChampaign, National Association1,466
0.3% of portfolio›$388.7K
Revolve Wealth Partners, LLC1,461
0.0% of portfolio›$387.3K
Vise Technologies, Inc.1,424
0.0% of portfolio›$377.5K
ANB Bank1,407
0.1% of portfolio›$373.0K
Nisa Investment Advisors, LLC1,361
0.0% of portfolio›$360.8K
Abel Hall, LLC1,312
0.1% of portfolio›$347.8K
Elevation Point Wealth Partners, LLC1,282
0.0% of portfolio›$339.8K
First Citizens Bank & Trust Co1,255
0.0% of portfolio›$332.7K
Fifth Third Wealth Advisors LLC1,225
0.0% of portfolio›$324.8K
Profund Advisors LLC1,207
0.0% of portfolio›$320.0K
Cambridge Capital Management, LLC1,187
0.1% of portfolio›$314.7K
Wedmont Private Capital1,076
0.0% of portfolio›$273.4K
Gamma Investing LLC1,072
0.0% of portfolio›$284.2K
Kassira Wealth Management LLC1,071
0.2% of portfolio›$283.9K
Parkside Financial Bank & Trust1,057
0.0% of portfolio›$280.2K
HB Wealth Management, LLC1,052
0.0% of portfolio›$278.9K
Choreo, LLC1,051
0.0% of portfolio›$278.6K
Keybank National Association1,042
0.0% of portfolio›$276.2K
Tilia Fiduciary Partners, Inc.1,032
0.1% of portfolio›$273.6K
Davidson Kahn Capital Management, LLC1,000
0.1% of portfolio›$265.1K
Concurrent Investment Advisors, LLC998
0.0% of portfolio›$264.7K
Signaturefd, LLC976
0.0% of portfolio›$258.7K
KBC Group NV933
0.0% of portfolio›$247.0K
HUB Investment Partners, LLC925
0.0% of portfolio›$245.2K
Olympiad Research LP897
0.3% of portfolio›$237.8K
Central Pacific Bank - Trust Division877
0.0% of portfolio›$232.5K
Sterling Capital Management LLC874
0.0% of portfolio›$231.7K
Commonwealth Equity Services, LLC862
0.0% of portfolio›$228.4K
Tred Avon Family Wealth, LLC857
0.1% of portfolio›$227.2K
CIBC Asset Management Inc800
0.0% of portfolio›$212.1K
Wedbush Securities Inc792
0.0% of portfolio›$210.0K
Sage Rhino Capital LLC757
0.0% of portfolio›$200.7K
Heritage Family Offices, LLP698
0.1% of portfolio›$185.0K
Farther Finance Advisors, LLC612
0.0% of portfolio›$162.3K
Thurston, Springer, Miller, Herd & Titak, Inc.599
0.3% of portfolio›$158.8K
Pinnacle Wealth Planning Services, Inc.569
0.0% of portfolio›$150.8K
First Horizon Corp371
0.0% of portfolio›$98.4K
EverSource Wealth Advisors, LLC293
0.0% of portfolio›$77.7K
Salomon & Ludwin, LLC285
0.0% of portfolio›$75.6K
Mather Group, Llc.251
0.0% of portfolio›$66.5K
Caitong International Asset Management Co., Ltd240
0.0% of portfolio›$63.6K
CX Institutional228
0.0% of portfolio›$61
Union Savings Bank212
0.0% of portfolio›$56.2K
Westside Investment Management, Inc.188
0.0% of portfolio›$51.7K
Fortitude Family Office, LLC171
0.0% of portfolio›$45.3K
Private Trust Co NA167
0.0% of portfolio›$44.3K
Root Financial Partners, LLC131
0.0% of portfolio›$34.7K
Atwood & Palmer Inc126
0.0% of portfolio›$33.4K
Cassaday & Co Wealth Management LLC126
0.0% of portfolio›$33.4K
Spire Wealth Management105
0.0% of portfolio›$27.8K
Bare Financial Services, Inc104
0.0% of portfolio›$27.6K
Versant Capital Management, Inc96
0.0% of portfolio›$25.5K
Simplex Trading, LLC86
0.0% of portfolio›$22.8K
V-Square Quantitative Management LLC76
0.0% of portfolio›$20.1K
SBI Securities Co., Ltd.75
0.0% of portfolio›$19.9K
Larson Financial Group LLC55
0.0% of portfolio›$14.6K
TD Waterhouse Canada Inc.50
0.0% of portfolio›$13.5K
CoreCap Advisors, LLC45
0.0% of portfolio›$11.9K
Covestor Ltd35
0.0% of portfolio›$9
JFS Wealth Advisors, LLC31
0.0% of portfolio›$8.2K
Torren Management, LLC28
0.0% of portfolio›$7.4K
Farmers & Merchants Investments Inc25
0.0% of portfolio›$6.6K
WPG Advisers, LLC25
0.0% of portfolio›$6.6K
City State Bank24
0.0% of portfolio›$6.4K
MJT & Associates Financial Advisory Group, Inc.21
0.0% of portfolio›$5.6K
Private Wealth Management Group, LLC20
0.0% of portfolio›$5.3K
MassMutual Private Wealth & Trust, FSB17
0.0% of portfolio›$4.5K
Assetmark, Inc13
0.0% of portfolio›$3.4K
TD Private Client Wealth LLC12
0.0% of portfolio›$3.2K
SJS Investment Consulting Inc.11
0.0% of portfolio›$2.9K
Blue Trust, Inc.9
0.0% of portfolio›$2.4K
Essential Partners LLC7
0.0% of portfolio›$1.9K
Bell Investment Advisors, Inc7
0.0% of portfolio›$1.9K
Ascentis Wealth Management, LLC7
0.0% of portfolio›$1.9K
IFP Advisors, Inc6
0.0% of portfolio›$1.6K
Creative Capital Management Investments LLC6
0.0% of portfolio›$1.6K
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$1.6K
Physician Wealth Advisors, Inc.5
0.0% of portfolio›$1.3K
Ares Financial Consulting, LLC5
0.0% of portfolio›$1.3K
Capital Advisors, Ltd. LLC4
0.0% of portfolio›$1
Gilpin Wealth Management, LLC4
0.0% of portfolio›$1.1K
Hughes Financial Services, LLC3
0.0% of portfolio›$735
Bay Harbor Wealth Management, LLC3
0.0% of portfolio›$795
Rakuten Securities, Inc.3
0.0% of portfolio›$795
Trust Co3
0.0% of portfolio›$795
Proathlete Wealth Management LLC3
0.0% of portfolio›$795
Breakwater Investment Management3
0.0% of portfolio›$796
Birchwood Financial Partners, Inc.2
0.0% of portfolio›$530
Davis Capital Management1
0.0% of portfolio›$265
Rossby Financial, LCC1
0.0% of portfolio›$265
Abound Wealth Management1
0.0% of portfolio›$266
TFC Financial Management, Inc.1
0.0% of portfolio›$266
DecisionPoint Financial, LLC1
0.0% of portfolio›$270
Illumine Investment Management, LLC0
0.7% of portfolio›$1.0M
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
573,991$152.2M0.0%IndexLowAustin, TX2026-11-04
Wasatch Advisors LP
461,292$122.3M0.9%GARPMediumSalt Lake City, UT2026-10-13
Conestoga Capital Advisors, LLC
295,820$78.4M2.4%CoreLowWayne, PA2026-11-02
Principal Financial Group Inc
177,888$47.2M0.0%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
172,409$45.7M0.0%CoreLowNew York, NY2026-11-05
OP Asset Management Ltd
142,348$37.7M0.3%GrowthMediumHelsinki, Hungary2026-11-05
Fort Washington Investment Advisors Inc
126,884$33.6M0.2%CoreLowCincinnati, OH2026-10-15
Tributary Capital Management, LLC
101,895$27.0M2.5%ValueMediumOmaha, NE2026-10-28
GHP Investment Advisors, Inc.
85,469$22.7M0.8%CoreVery LowDenver, CO2026-10-15
DekaBank Deutsche Girozentrale
70,732$18.8M0.1%CoreLowFrankfurt, Hong Kong2026-10-27
Mutual of America Capital Management LLC
58,786$15.6M0.2%IndexLowNew York, NY2026-10-23
Fifth Third Bancorp
44,832$11.9M0.0%IndexVery LowCincinnati, OH2026-11-05
Thrivent Financial for Lutherans
38,564$10.2M0.0%GARPMediumMinneapolis, MN2026-11-05
Creative Planning
37,692$10.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Premier Fund Managers Ltd
36,628$9.7M5.6%MomentumMediumLondon, United Kingdom2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
36,605$9.7M0.0%IndexVery LowTokyo, Mexico2026-11-05
Kornitzer Capital Management Inc
30,865$8.2M0.2%CoreLowShawnee Mission, KS2026-11-03
Citigroup Inc
22,653$6.0M0.0%CoreMediumNew York, NY2026-11-04
New York State Teachers Retirement System
14,504$3.8M0.0%CoreVery LowAlbany, NY2026-10-22
B. Metzler seel. Sohn & Co. AG
13,827$3.7M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Illinois Municipal Retirement Fund
13,396$3.6M0.0%CoreMediumOak Brook, IL2026-11-05
Louisiana State Employees Retirement System
11,000$2.9M0.0%IndexLowBaton Rouge, LA2026-10-20
Granite Investment Partners, LLC
10,520$2.8M0.2%CoreMediumEl Segundo, CA2026-11-04
Strs Ohio
10,400$2.8M0.0%CoreMediumColumbus, OH2026-10-30
US Bancorp \de\
10,381$2.8M0.0%IndexLowMinneapolis, MN2026-11-05
Lisanti Capital Growth, LLC
9,890$2.6M0.7%GrowthVery HighNew York, NY2026-11-05
Plancorp, LLC
9,603$2.3M0.1%ETFLowSaint Louis, MO2026-11-03
Allspring Global Investments Holdings, LLC
9,013$2.4M0.0%CoreMediumCharlotte, NC2026-11-04
Oppenheimer Asset Management Inc.
8,325$2.2M0.0%CoreMediumNew York, NY2026-10-27
State of New Jersey Common Pension Fund D
8,292$2.2M0.0%CoreLowTrenton, NJ2026-11-05
State of Alaska, Department of Revenue
8,010$2.1M0.1%CoreVery LowJuneau, AK2026-10-15
Jefferies Financial Group Inc.
7,550$2.0M0.0%CoreVery HighNew York, NY2026-11-05
Yousif Capital Management, LLC
7,517$2.0M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
7,294$1.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
Quadrant Capital Group LLC
7,168$1.9M0.1%CoreLowCincinnati, OH2026-10-20
Azzad Asset Management Inc
7,083$1.9M0.2%GrowthMediumFalls Church, VA2026-11-04
Shaker Investments LLC
6,848$1.8M0.7%MomentumMediumCleveland, OH2026-11-05
Amalgamated Bank
6,751$1.8M0.0%CoreVery LowNew York, NY2026-10-23
Cookson Peirce & Co Inc
6,751$1.8M0.1%GrowthHighPittsburgh, PA2026-10-30
Ethic Inc.
6,724$1.8M0.0%CoreLowNew York, NY2026-11-03
Harbor Capital Advisors, Inc.
6,714$1.8M0.3%ValueHighChicago, IL2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
6,104$1.6M0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
5,818$1.5M0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
5,766$1.5M0.0%IndexVery LowBaltimore, MD2026-11-05
Legacy Bridge, LLC
5,688$1.5M0.5%GrowthVery LowWest Des Moines, IA2026-10-28
Wealth Enhancement Advisory Services, LLC
5,458$312.7K0.0%CoreLowPlymouth, MN2026-10-13
NorthCrest Asset Manangement, LLC
4,227$1.1M0.0%GrowthLowPlymouth, MN2026-10-13
Pictet Asset Management Holding SA
4,083$1.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
New York Life Investment Management LLC
3,813$1.0M0.0%GrowthLowNew York, NY2026-11-04
Y-Intercept (Hong Kong) Ltd
3,743$992.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Inspire Investing, LLC
3,738$991.0K0.0%GARPHighMeridian, ID2026-10-22
ProShare Advisors LLC
3,628$961.8K0.0%GrowthLowBethesda, MD2026-10-29
Vontobel Holding Ltd.
3,443$912.8K0.0%CoreMediumZurich, Switzerland2026-10-16
Hanseatic Management Services Inc
3,298$874.3K0.7%GrowthHighAlbuquerque, NM2026-10-27
Enhancing Capital LLC
3,293$873.0K0.6%CoreVery LowHarrisburg, PA2026-10-26
James Investment Research, Inc.
3,262$864.8K0.1%CoreLowAlpha, OH2026-10-22
Hennion & Walsh Asset Management, Inc.
3,067$813.1K0.0%ValueMediumParsippany, NJ2026-10-13
Krilogy Financial LLC
2,510$656.5K0.0%GrowthLowSt. Louis, MO2026-10-13
Swiss Life Asset Management Ltd
2,495$661.5K0.0%CoreLowZurich, Switzerland2026-11-03
Xponance LLC
2,494$661.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Parallel Advisors, LLC
2,456$651.0K0.0%IndexLowSan Francisco, CA2026-11-03
Virginia Retirement Systems ET Al
2,440$646.9K0.0%CoreMediumRichmond, VA2026-10-28
Trust Point Inc.
2,400$636.3K0.0%CoreMediumLa Crosse, WI2026-10-27
HMS Capital Management, LLC
2,392$634.2K0.2%GrowthMediumNashville, TN2026-10-20
Evergreen Capital Management LLC
2,304$610.8K0.0%GARPMediumBellevue, WA2026-10-23
Yorktown Management & Research Co Inc
2,225$589.9K0.4%MomentumMediumForest, VA2026-10-28
State of Wyoming
2,119$561.8K0.0%ValueHighCheyenne, WY2026-10-28
Praxis Investment Management Inc
2,052$544.0K0.1%CoreLowGoshen, IN2026-11-03
Cambridge Investment Research Advisors, Inc.
2,022$536.0K0.0%ETFLowFairfield, IA2026-11-02
Central Trust Co
2,020$535.5K0.0%CoreLowJefferson City, MO2026-11-05
Achmea Investment Management B.V.
2,010$533.3K0.0%CoreMediumZeist, Philippines2026-10-30
Summit Global Investments
1,985$526.0K0.1%CoreMediumBountiful, UT2026-10-28
Exchange Traded Concepts, LLC
1,728$458.1K0.0%GrowthMediumOklahoma City, OK2026-10-28
Contravisory Investment Management, Inc.
1,714$454.4K0.1%MomentumHighNorwell, MA2026-10-13
Crossmark Global Holdings, Inc.
1,610$426.8K0.0%GARPMediumHouston, TX2026-10-21
Atria Investments, Inc
1,589$421.3K0.0%CoreMediumCharlotte, NC2026-10-15
BankChampaign, National Association
1,466$388.7K0.3%GrowthMediumChampaign, IL2026-10-19
Revolve Wealth Partners, LLC
1,461$387.3K0.0%ETFVery LowHackensack, NJ2026-10-23
Vise Technologies, Inc.
1,424$377.5K0.0%IndexLowNew York, NY2026-10-29
ANB Bank
1,407$373.0K0.1%CoreLowDenver, CO2026-10-09
Nisa Investment Advisors, LLC
1,361$360.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Abel Hall, LLC
1,312$347.8K0.1%CoreMediumBaton Rouge, LA2026-10-19
Elevation Point Wealth Partners, LLC
1,282$339.8K0.0%CoreHighDenver, CO2026-11-05
First Citizens Bank & Trust Co
1,255$332.7K0.0%CoreMediumRaleigh, NC2026-10-14
Fifth Third Wealth Advisors LLC
1,225$324.8K0.0%IndexVery LowCincinnati, OH2026-10-22
Profund Advisors LLC
1,207$320.0K0.0%GrowthLowBethesda, MD2026-10-29
Cambridge Capital Management, LLC
1,187$314.7K0.1%ETFVery LowO'Fallon, IL2026-10-19
Wedmont Private Capital
1,076$273.4K0.0%IndexVery LowWest Chester, PA2026-10-09
Gamma Investing LLC
1,072$284.2K0.0%IndexVery LowFoster City, CA2026-10-08
Kassira Wealth Management LLC
1,071$283.9K0.2%GrowthMediumKnoxville, TN2026-10-28
Parkside Financial Bank & Trust
1,057$280.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
HB Wealth Management, LLC
1,052$278.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Choreo, LLC
1,051$278.6K0.0%IndexLowRockford, IL2026-10-28
Keybank National Association
1,042$276.2K0.0%CoreLowBrooklyn, OH2026-11-04
Tilia Fiduciary Partners, Inc.
1,032$273.6K0.1%CoreLowWilmington, NC2026-10-09
Davidson Kahn Capital Management, LLC
1,000$265.1K0.1%GrowthLowSherman Oaks, CA2026-10-26
Concurrent Investment Advisors, LLC
998$264.7K0.0%GrowthMediumTampa, FL2026-10-16
Signaturefd, LLC
976$258.7K0.0%IndexLowAtlanta, GA2026-10-23
KBC Group NV
933$247.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
HUB Investment Partners, LLC
925$245.2K0.0%GrowthLowAustin, TX2026-11-03
Olympiad Research LP
897$237.8K0.3%Deep ValueVery HighStamford, CT2026-11-04
Central Pacific Bank - Trust Division
877$232.5K0.0%CoreMediumHonolulu, HI2026-10-06
Sterling Capital Management LLC
874$231.7K0.0%GARPMediumCharlotte, NC2026-10-22
Commonwealth Equity Services, LLC
862$228.4K0.0%ETFLowWaltham, MA2026-11-02
Tred Avon Family Wealth, LLC
857$227.2K0.1%CoreLowEaston, MD2026-10-20
CIBC Asset Management Inc
800$212.1K0.0%GARPLowToronto, South Africa2026-11-05
Wedbush Securities Inc
792$210.0K0.0%CoreLowPasadena, CA2026-10-22
Sage Rhino Capital LLC
757$200.7K0.0%ETFLowMenlo Park, CA2026-10-28
Heritage Family Offices, LLP
698$185.0K0.1%GrowthHighScottsdale, AZ2026-11-02
Farther Finance Advisors, LLC
612$162.3K0.0%IndexLowSan Francisco, CA2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.
599$158.8K0.3%GrowthMediumIndianapolis, IN2026-10-14
Pinnacle Wealth Planning Services, Inc.
569$150.8K0.0%GARPLowMansfield, OH2026-10-27
First Horizon Corp
371$98.4K0.0%CoreLowMemphis, TN2026-10-26
EverSource Wealth Advisors, LLC
293$77.7K0.0%CoreMediumBirmingham, AL2026-11-04
Salomon & Ludwin, LLC
285$75.6K0.0%ETFVery LowRichmond, VA2026-10-29
Mather Group, Llc.
251$66.5K0.0%ETFMediumChicago, IL2026-10-14
Caitong International Asset Management Co., Ltd
240$63.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
CX Institutional
228$610.0%CoreMediumAuburn, IN2026-10-02
Union Savings Bank
212$56.2K0.0%CoreLowLitchfield, CT2026-10-14
Westside Investment Management, Inc.
188$51.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Fortitude Family Office, LLC
171$45.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Private Trust Co NA
167$44.3K0.0%CoreLowCleveland, OH2026-10-20
Root Financial Partners, LLC
131$34.7K0.0%ETFMediumEncinitas, CA2026-10-21
Atwood & Palmer Inc
126$33.4K0.0%CoreVery LowKansas City, MO2026-10-08
Cassaday & Co Wealth Management LLC
126$33.4K0.0%ETFVery LowMclean, VA2026-10-27
Spire Wealth Management
105$27.8K0.0%GrowthMediumMclean, VA2026-10-30
Bare Financial Services, Inc
104$27.6K0.0%ETFVery LowGap, PA2026-11-04
Versant Capital Management, Inc
96$25.5K0.0%GARPLowPhoenix, AZ2026-10-02
Simplex Trading, LLC
86$22.8K0.0%CoreVery HighChicago, IL2026-11-04
V-Square Quantitative Management LLC
76$20.1K0.0%CoreLowChicago, IL2026-10-15
SBI Securities Co., Ltd.
75$19.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Larson Financial Group LLC
55$14.6K0.0%GrowthLowSt Louis, MO2026-11-05
TD Waterhouse Canada Inc.
50$13.5K0.0%CoreLowToronto, Australia2026-10-16
CoreCap Advisors, LLC
45$11.9K0.0%ETFMediumSouthfield, MI2026-10-08
Covestor Ltd
35$90.0%ValueHighLondon, United Kingdom2026-10-30
JFS Wealth Advisors, LLC
31$8.2K0.0%ETFVery LowHermitage, PA2026-11-03
Torren Management, LLC
28$7.4K0.0%ETFMediumSan Diego, CA2026-10-29
Farmers & Merchants Investments Inc
25$6.6K0.0%CoreVery LowLincoln, NE2026-10-22
WPG Advisers, LLC
25$6.6K0.0%CoreLowBaltimore, MD2026-10-27
City State Bank
24$6.4K0.0%GrowthVery LowNorwalk, IA2026-10-20
MJT & Associates Financial Advisory Group, Inc.
21$5.6K0.0%ETFLowMontevideo, MN2026-10-07
Private Wealth Management Group, LLC
20$5.3K0.0%ETFLowPrinceton, NJ2026-10-19
MassMutual Private Wealth & Trust, FSB
17$4.5K0.0%CoreLowSpringfield, MA2026-10-05
Assetmark, Inc
13$3.4K0.0%ETFLowConcord, CA2026-10-21
TD Private Client Wealth LLC
12$3.2K0.0%ETFLowNew York, NY2026-10-28
SJS Investment Consulting Inc.
11$2.9K0.0%ETFVery LowSylvania, OH2026-10-26
Blue Trust, Inc.
9$2.4K0.0%ETFLowBrentwood, TN2026-10-15
Essential Partners LLC
7$1.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Bell Investment Advisors, Inc
7$1.9K0.0%ETFVery LowOrinda, CA2026-10-29
Ascentis Wealth Management, LLC
7$1.9K0.0%Agg GrowthLowDallas, TX2026-11-03
IFP Advisors, Inc
6$1.6K0.0%GrowthLowTampa, FL2026-10-16
Creative Capital Management Investments LLC
6$1.6K0.0%ETFLowSan Diego, CA2026-10-28
DiNuzzo Private Wealth, Inc.
6$1.6K0.0%ETFLowBeaver, PA2026-10-16
Physician Wealth Advisors, Inc.
5$1.3K0.0%ETFMediumMidvale, UT2026-10-20
Ares Financial Consulting, LLC
5$1.3K0.0%CoreLowCalabasas, CA2026-10-19
Capital Advisors, Ltd. LLC
4$10.0%ETFLowShaker Heights, OH2026-10-27
Gilpin Wealth Management, LLC
4$1.1K0.0%GrowthLowDenver, CO2026-10-09
Hughes Financial Services, LLC
3$7350.0%ETFLowHerndon, VA2026-10-30
Bay Harbor Wealth Management, LLC
3$7950.0%ETFMediumHunt Valley, MD2026-11-03
Rakuten Securities, Inc.
3$7950.0%Agg GrowthHighTokyo, Mexico2026-11-02
Trust Co
3$7950.0%ETFVery LowManhattan, KS2026-10-09
Proathlete Wealth Management LLC
3$7950.0%ETFVery LowBoca Raton, FL2026-10-15
Breakwater Investment Management
3$7960.0%ETFLowSeattle, WA2026-10-20
Birchwood Financial Partners, Inc.
2$5300.0%ETFVery LowBloomington, MN2026-11-02
Davis Capital Management
1$2650.0%CoreLowJacksonville, FL2026-10-08
Rossby Financial, LCC
1$2650.0%ETFMediumMelbourne, FL2026-11-05
Abound Wealth Management
1$2660.0%ETFVery LowFranklin, TN2026-10-26
TFC Financial Management, Inc.
1$2660.0%ETFVery LowBoston, MA2026-10-26
DecisionPoint Financial, LLC
1$2700.0%ETFVery LowMesa, AZ2026-10-27
Illumine Investment Management, LLC
0$1.0M0.7%Agg GrowthVery LowPoulsbo, WA2026-10-22