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Evercore Inc (EVR)

CUSIP: 29977A105 | NYSE | Financial Services · Capital Markets | Large Cap | 1747 institutional holders

Quarters

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

Dimensional Fund Advisors LP676,623
0.0% of portfolio›$174.2M
Bahl & Gaynor LLC395,217
0.5% of portfolio›$101.8M
Bank of New York Mellon Corp270,754
0.0% of portfolio›$69.7M
TimesSquare Capital Management, LLC200,989
0.8% of portfolio›$51.8M
Boston Trust Walden Corp145,155
0.3% of portfolio›$37.4M
Fort Washington Investment Advisors Inc122,335
0.2% of portfolio›$31.5M
Artemis Investment Management LLP96,584
0.2% of portfolio›$24.9M
Braun Stacey Associates Inc95,937
0.7% of portfolio›$24.7M
Retirement Systems of Alabama92,839
0.1% of portfolio›$23.9M
Principal Financial Group Inc88,289
0.0% of portfolio›$22.7M
ProShare Advisors LLC82,252
0.0% of portfolio›$21.2M
New York State Teachers Retirement System78,026
0.1% of portfolio›$20.1M
M&G Plc55,635
0.1% of portfolio›$14.4M
Leeward Investments, LLC - MA33,786
0.4% of portfolio›$8.7M
Channing Capital Management, LLC33,408
0.2% of portfolio›$8.6M
Y-Intercept (Hong Kong) Ltd33,272
0.2% of portfolio›$8.6M
Pinnacle Associates LTD33,054
0.1% of portfolio›$8.5M
Appleton Partners Inc32,259
1.3% of portfolio›$8.3M
Verdence Capital Advisors LLC31,804
0.3% of portfolio›$8.2M
Sarasin & Partners LLP25,000
0.1% of portfolio›$6.4M
Fideuram Asset Management (Ireland) dac24,949
0.2% of portfolio›$7.3M
Bokf, NA23,473
0.1% of portfolio›$6.0M
Wealth Enhancement Advisory Services, LLC19,361
0.0% of portfolio›$4.7M
Axxcess Wealth Management, LLC18,855
0.2% of portfolio›$4.9M
Creative Planning18,574
0.0% of portfolio›$4.8M
B. Metzler seel. Sohn & Co. AG18,222
0.0% of portfolio›$4.7M
Fifth Third Bancorp17,690
0.0% of portfolio›$4.6M
Amalgamated Bank17,626
0.1% of portfolio›$4.5M
CX Institutional17,355
0.1% of portfolio›$4.5K
Prescott Group Capital Management, L.L.C.16,137
0.4% of portfolio›$4.2M
Deroy & Devereaux Private Investment Counsel Inc16,040
0.4% of portfolio›$4.1M
Capricorn Fund Managers Ltd14,940
0.4% of portfolio›$3.8M
Alps Advisors Inc14,229
0.0% of portfolio›$3.7M
Mutual of America Capital Management LLC13,998
0.0% of portfolio›$3.6M
Illinois Municipal Retirement Fund13,732
0.0% of portfolio›$3.5M
Thrivent Financial for Lutherans13,446
0.0% of portfolio›$3.5M
Covea Finance13,200
0.1% of portfolio›$3.4M
Bridge City Capital, LLC12,805
0.7% of portfolio›$3.3M
Gateway Investment Advisers LLC12,142
0.0% of portfolio›$3.1M
State of New Jersey Common Pension Fund D11,874
0.0% of portfolio›$3.1M
Imc-Chicago, LLC11,730
0.0% of portfolio›$3.0M
SRH Advisors, LLC11,525
0.8% of portfolio›$3.0M
Louisiana State Employees Retirement System11,400
0.0% of portfolio›$2.9M
US Bancorp \de\11,270
0.0% of portfolio›$2.9M
Campbell Newman Asset Management Inc10,813
0.2% of portfolio›$2.8M
Apollon Wealth Management, LLC10,433
0.0% of portfolio›$2.7M
Arizona State Retirement System10,352
0.0% of portfolio›$2.7M
Yousif Capital Management, LLC10,334
0.0% of portfolio›$2.7M
TD Waterhouse Canada Inc.10,106
0.0% of portfolio›$2.6M
CenterBook Partners LP9,655
0.1% of portfolio›$2.5M
Eagle Rock Investment Company, LLC9,276
0.3% of portfolio›$2.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,180
0.0% of portfolio›$2.4M
State of Michigan Retirement System9,005
0.0% of portfolio›$2.3M
Essex Investment Management Co LLC8,293
0.3% of portfolio›$2.1M
Stackstone Wealth, LLC8,271
0.2% of portfolio›$2.1M
James Investment Research, Inc.8,188
0.2% of portfolio›$2.1M
Oregon Public Employees Retirement Fund7,966
0.0% of portfolio›$2.1M
Hager Investment Management Services, LLC7,940
1.0% of portfolio›$2.0M
Citigroup Inc7,197
0.0% of portfolio›$1.9M
Washington Trust Advisors, Inc.6,533
0.1% of portfolio›$1.7M
Truist Financial Corp6,434
0.0% of portfolio›$1.7M
OP Asset Management Ltd6,266
0.0% of portfolio›$1.6M
Lecap Asset Management LTD6,239
0.8% of portfolio›$1.6M
Virginia Retirement Systems ET Al5,820
0.0% of portfolio›$1.5M
MacKenzie Financial Corp5,731
0.0% of portfolio›$1.5M
New York Life Investment Management LLC5,597
0.0% of portfolio›$1.4M
Pictet Asset Management Holding SA5,557
0.0% of portfolio›$1.4M
Sumitomo Mitsui Trust Group, Inc.5,462
0.0% of portfolio›$1.4M
Radnor Capital Management, LLC5,450
0.2% of portfolio›$1.4M
Valley National Advisers Inc5,438
0.2% of portfolio›$1.4M
Assenagon Asset Management S.A.5,154
0.0% of portfolio›$1.3M
Great Diamond Partners, LLC4,963
0.2% of portfolio›$1.3M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.4,913
0.0% of portfolio›$1.3M
HB Wealth Management, LLC4,877
0.0% of portfolio›$1.0M
Angeles Wealth Management, LLC4,826
0.1% of portfolio›$1.2M
iA Global Asset Management Inc.4,813
0.0% of portfolio›$1.2M
Xponance LLC4,326
0.0% of portfolio›$1.1M
Summit Place Financial Advisors, LLC4,196
0.5% of portfolio›$1.1M
Achmea Investment Management B.V.4,091
0.0% of portfolio›$1.1M
Hudson Edge Investment Partners Inc.3,897
0.1% of portfolio›$1.0M
Freedom Day Solutions, LLC3,865
0.2% of portfolio›$995.3K
Castellan Group3,800
0.1% of portfolio›$978.5K
State of Alaska, Department of Revenue3,647
0.0% of portfolio›$939.0K
Brighton Jones LLC3,631
0.0% of portfolio›$934.9K
Isthmus Partners, LLC3,605
0.1% of portfolio›$928.3K
Buckhead Capital Management LLC3,555
0.3% of portfolio›$915.4K
Legacy Wealth Asset Management, LLC3,464
0.2% of portfolio›$892.0K
Parsons Capital Management Inc3,250
0.0% of portfolio›$836.9K
Novem Group3,089
0.1% of portfolio›$795.5K
DekaBank Deutsche Girozentrale3,073
0.0% of portfolio›$790.0K
Nisa Investment Advisors, LLC3,061
0.0% of portfolio›$788.2K
Swedbank AB3,000
0.0% of portfolio›$772.5K
Dynamic Advisor Solutions LLC2,995
0.0% of portfolio›$771.2K
Crossmark Global Holdings, Inc.2,733
0.0% of portfolio›$703.7K
Krilogy Financial LLC2,621
0.0% of portfolio›$713.5K
Flagship Harbor Advisors, LLC2,473
0.0% of portfolio›$636.8K
Commonwealth Equity Services, LLC2,444
0.0% of portfolio›$629.2K
Swiss Life Asset Management Ltd2,365
0.0% of portfolio›$609.0K
Inspire Investing, LLC2,334
0.0% of portfolio›$601.0K
Chicago Partners Investment Group LLC2,241
0.0% of portfolio›$564.5K
Citizens Financial Group Inc2,207
0.0% of portfolio›$568.3K
Kestra Private Wealth Services, LLC2,096
0.0% of portfolio›$539.8K
Vise Technologies, Inc.2,073
0.0% of portfolio›$533.7K
First Citizens Bank & Trust Co2,062
0.0% of portfolio›$531.0K
Allspring Global Investments Holdings, LLC2,028
0.0% of portfolio›$525.3K
Farther Finance Advisors, LLC2,014
0.0% of portfolio›$518.7K
Robeco Institutional Asset Management B.V.2,000
0.0% of portfolio›$515.0K
EverSource Wealth Advisors, LLC2,000
0.0% of portfolio›$515.0K
Aviance Capital Partners, LLC1,988
0.1% of portfolio›$511.9K
Diversify Advisory Services, LLC1,983
0.0% of portfolio›$508.8K
Diversify Wealth Management, LLC1,983
0.0% of portfolio›$508.8K
Exchange Traded Concepts, LLC1,973
0.0% of portfolio›$508.0K
Argonautica Private Wealth Management, Inc1,807
0.1% of portfolio›$465.3K
Greenleaf Trust1,645
0.0% of portfolio›$423.6K
NorthCrest Asset Manangement, LLC1,562
0.0% of portfolio›$416.7K
B. Riley Wealth Advisors, Inc.1,558
0.0% of portfolio›$401.2K
Net Worth Advisory Group1,558
0.1% of portfolio›$403.6K
Ethic Inc.1,528
0.0% of portfolio›$393.5K
Gamma Investing LLC1,514
0.0% of portfolio›$389.9K
111 Capital1,440
0.1% of portfolio›$370.8K
Fifth Third Wealth Advisors LLC1,417
0.0% of portfolio›$364.9K
Bond & Devick Financial Network, Inc.1,400
0.1% of portfolio›$360.5K
Quadrant Capital Group LLC1,383
0.0% of portfolio›$365.0K
Certuity, LLC1,299
0.0% of portfolio›$334.4K
KBC Group NV1,296
0.0% of portfolio›$334.0K
Kendall Capital Management1,280
0.1% of portfolio›$329.6K
First Bank & Trust1,263
0.0% of portfolio›$325.2K
Wedmont Private Capital1,259
0.0% of portfolio›$335.8K
Sterling Capital Management LLC1,227
0.0% of portfolio›$316.0K
CIBC Asset Management Inc1,224
0.0% of portfolio›$315.2K
Harbor Investment Advisory, LLC1,220
0.0% of portfolio›$314.2K
Compound Planning, Inc.1,217
0.0% of portfolio›$313.4K
Insight Wealth Partners, LLC1,213
0.0% of portfolio›$312.3K
Legacy Financial Independent Advisors LLC1,202
0.2% of portfolio›$309.5K
Princeton Capital Management LLC1,193
0.1% of portfolio›$307.2K
StoneX Group Inc.1,176
0.0% of portfolio›$313.1K
Praxis Investment Management Inc1,139
0.0% of portfolio›$293.0K
Childress Capital Advisors, LLC1,132
0.0% of portfolio›$291.5K
North Dakota State Investment Board1,123
0.0% of portfolio›$289.2K
Lido Advisors, LLC1,092
0.0% of portfolio›$281.3K
Curated Wealth Partners LLC1,085
0.0% of portfolio›$279.4K
Parcion Private Wealth LLC1,015
0.0% of portfolio›$261.4K
Courier Capital LLC1,000
0.0% of portfolio›$257.5K
Heritage Wealth Management, Inc.1,000
0.1% of portfolio›$257.5K
Linden Thomas Advisory Services, LLC989
0.0% of portfolio›$254.7K
Olympiad Research LP973
0.3% of portfolio›$250.5K
Moody Aldrich Partners LLC962
0.0% of portfolio›$247.7K
Retirement Guys Formula LLC939
0.1% of portfolio›$241.7K
Narus Financial Partners, LLC919
0.1% of portfolio›$236.6K
SYM Financial Corp911
0.0% of portfolio›$234.6K
Parallel Advisors, LLC908
0.0% of portfolio›$233.8K
Whalen Wealth Management Inc.904
0.1% of portfolio›$232.8K
AlphaCore Capital LLC897
0.0% of portfolio›$231.0K
Cambridge Investment Research Advisors, Inc.896
0.0% of portfolio›$231.0K
Investment House LLC850
0.0% of portfolio›$218.9K
Oppenheimer & Co Inc848
0.0% of portfolio›$218.4K
Park Avenue Securities LLC835
0.0% of portfolio›$215.0K
Centurion Wealth Management LLC825
0.1% of portfolio›$212.4K
Central Pacific Bank - Trust Division810
0.0% of portfolio›$208.6K
Levin Capital Strategies, L.P.806
0.0% of portfolio›$207.6K
Evergreen Capital Management LLC802
0.0% of portfolio›$206.5K
Advisor OS, LLC801
0.0% of portfolio›$206.3K
Planned Solutions, Inc.800
0.1% of portfolio›$206.0K
Greenspring Advisors, LLC795
0.0% of portfolio›$204.7K
Profund Advisors LLC788
0.0% of portfolio›$202.9K
Procyon Advisors, LLC788
0.0% of portfolio›$202.9K
Sagespring Wealth Partners, LLC778
0.0% of portfolio›$200.3K
Essential Partners LLC768
0.1% of portfolio›$197.8K
AlphaCentric Advisors LLC639
0.1% of portfolio›$164.5K
Strs Ohio639
0.0% of portfolio›$164.5K
Versant Capital Management, Inc556
0.0% of portfolio›$143.2K
Blue Trust, Inc.435
0.0% of portfolio›$111.9K
Root Financial Partners, LLC416
0.0% of portfolio›$107.1K
Daiwa Securities Group Inc.381
0.0% of portfolio›$98.1K
True Wealth Design, LLC219
0.0% of portfolio›$56.4K
Signaturefd, LLC212
0.0% of portfolio›$54.6K
Pension & Wealth Management Advisors, Inc.211
0.0% of portfolio›$54.3K
Atwood & Palmer Inc202
0.0% of portfolio›$52.0K
Covestor Ltd196
0.0% of portfolio›$51
IFP Advisors, Inc183
0.0% of portfolio›$47.1K
Piscataqua Savings Bank180
0.0% of portfolio›$46.4K
Assetmark, Inc175
0.0% of portfolio›$45.1K
MassMutual Private Wealth & Trust, FSB173
0.0% of portfolio›$44.5K
Cedar Mountain Advisors, LLC165
0.0% of portfolio›$42.5K
SJS Investment Consulting Inc.159
0.0% of portfolio›$40.9K
Elyxium Wealth, LLC150
0.0% of portfolio›$38.6K
V-Square Quantitative Management LLC140
0.0% of portfolio›$36.1K
Key FInancial Inc137
0.0% of portfolio›$35.3K
Bell Investment Advisors, Inc128
0.0% of portfolio›$33.0K
GHP Investment Advisors, Inc.127
0.0% of portfolio›$32.7K
First Horizon Corp126
0.0% of portfolio›$32.4K
Gen-Wealth Partners Inc120
0.0% of portfolio›$30.9K
Pinnacle Wealth Planning Services, Inc.120
0.0% of portfolio›$30.9K
Larson Financial Group LLC112
0.0% of portfolio›$28.9K
Lanark Financial, Inc.112
0.0% of portfolio›$28.8K
TD Private Client Wealth LLC105
0.0% of portfolio›$27.0K
Fortitude Family Office, LLC102
0.0% of portfolio›$26.3K
Parkside Financial Bank & Trust95
0.0% of portfolio›$24.5K
Owl Creek Wealth Partners LLC87
0.0% of portfolio›$22.4K
Hurley Capital, LLC87
0.0% of portfolio›$22.5K
Elevated Capital Advisors, LLC84
0.0% of portfolio›$21.6K
Provenance Wealth Advisors, LLC81
0.0% of portfolio›$20.9K
TrinityBridge Ltd80
0.0% of portfolio›$21
Latitude Advisors, LLC69
0.0% of portfolio›$17.8K
Mitsubishi UFJ Asset Management Co., Ltd.69
0.0% of portfolio›$17.8K
Harbor Asset Planning, Inc.67
0.0% of portfolio›$17.3K
Wilmington Savings Fund Society, FSB60
0.0% of portfolio›$15.5K
Manchester Capital Management LLC60
0.0% of portfolio›$15.5K
Bayforest Capital Ltd57
0.0% of portfolio›$14.7K
Tradewinds Capital Management, LLC55
0.0% of portfolio›$14.2K
Mather Group, Llc.53
0.0% of portfolio›$13.6K
SBI Securities Co., Ltd.50
0.0% of portfolio›$12.9K
Ascentis Wealth Management, LLC48
0.0% of portfolio›$12.4K
GK Wealth Management LLC41
0.0% of portfolio›$10.6K
Reap Financial Group, LLC41
0.0% of portfolio›$10.6K
JFS Wealth Advisors, LLC37
0.0% of portfolio›$9.5K
Elevation Wealth Partners, LLC35
0.0% of portfolio›$9.0K
Silver Grove Financial Group, Inc.35
0.0% of portfolio›$9.0K
Farmers & Merchants Investments Inc33
0.0% of portfolio›$8.5K
Leonteq Securities AG32
0.0% of portfolio›$8.2K
Bfsg, LLC32
0.0% of portfolio›$8.2K
Private Wealth Management Group, LLC32
0.0% of portfolio›$8.2K
Rakuten Securities, Inc.30
0.0% of portfolio›$7.7K
Private Trust Co NA30
0.0% of portfolio›$7.7K
Highline Wealth Partners LLC27
0.0% of portfolio›$7.0K
United Financial Planning Group LLC26
0.0% of portfolio›$6.7K
Simplex Trading, LLC25
0.0% of portfolio›$6.4K
Marquette Asset Management, LLC24
0.0% of portfolio›$6.2K
Ascentis Independent Advisors22
0.0% of portfolio›$5.7K
Toth Financial Advisory Corp22
0.0% of portfolio›$5.7K
Physician Wealth Advisors, Inc.20
0.0% of portfolio›$5.2K
Entrust Financial LLC18
0.0% of portfolio›$4.6K
Caitong International Asset Management Co., Ltd16
0.0% of portfolio›$4.1K
American National Bank & Trust16
0.0% of portfolio›$4.1K
Proathlete Wealth Management LLC16
0.0% of portfolio›$4.1K
Cromwell Holdings LLC15
0.0% of portfolio›$3.9K
Moisand Fitzgerald Tamayo, LLC14
0.0% of portfolio›$3.6K
Cullen T Bankers, Inc.14
0.0% of portfolio›$3.6K
Tounjian Advisory Partners, LLC14
0.0% of portfolio›$3.6K
Navigoe, LLC13
0.0% of portfolio›$3
Creative Capital Management Investments LLC12
0.0% of portfolio›$3.1K
UMB Private Wealth Management, LLC12
0.0% of portfolio›$3.1K
Rossby Financial, LCC11
0.0% of portfolio›$2.8K
Avion Wealth10
0.0% of portfolio›$2
Birch Financial Group, LLC10
0.0% of portfolio›$2.7K
WPG Advisers, LLC10
0.0% of portfolio›$2.6K
Creative Financial Designs Inc8
0.0% of portfolio›$2.1K
Quest 10 Wealth Builders, Inc.8
0.0% of portfolio›$2.1K
Hughes Financial Services, LLC7
0.0% of portfolio›$2.1K
Concord Wealth Partners7
0.0% of portfolio›$1.8K
Bare Financial Services, Inc7
0.0% of portfolio›$1.8K
Bay Harbor Wealth Management, LLC6
0.0% of portfolio›$1.5K
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$1.5K
Wealth Enhancement Trust Services, Inc.6
0.0% of portfolio›$1.5K
Signature Equity Partners, LLC5
0.0% of portfolio›$1.3K
Financial Consulate, Inc4
0.0% of portfolio›$1.0K
Asset Dedication, LLC3
0.0% of portfolio›$783
James T. Borello RIA3
0.0% of portfolio›$773
DecisionPoint Financial, LLC2
0.0% of portfolio›$518
Capital Advisors, Ltd. LLC2
0.0% of portfolio›$1
North Star Investment Management Corp.2
0.0% of portfolio›$515
Financial Management Professionals, Inc.2
0.0% of portfolio›$515
American Capital Advisory, LLC2
0.0% of portfolio›$515
Signature Resources Capital Management, LLC1
0.0% of portfolio›$258
Activest Wealth Management1
0.0% of portfolio›$258
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
676,623$174.2M0.0%IndexLowAustin, TX2026-11-04
Bahl & Gaynor LLC
395,217$101.8M0.5%CoreLowCincinnati, OH2026-11-05
Bank of New York Mellon Corp
270,754$69.7M0.0%CoreLowNew York, NY2026-11-05
TimesSquare Capital Management, LLC
200,989$51.8M0.8%GrowthMediumNew York, NY2026-11-03
Boston Trust Walden Corp
145,155$37.4M0.3%CoreLowBoston, MA2026-10-30
Fort Washington Investment Advisors Inc
122,335$31.5M0.2%CoreLowCincinnati, OH2026-10-15
Artemis Investment Management LLP
96,584$24.9M0.2%GARPHighEdinburgh, United Kingdom2026-10-08
Braun Stacey Associates Inc
95,937$24.7M0.7%MomentumMediumNew York, NY2026-10-19
Retirement Systems of Alabama
92,839$23.9M0.1%IndexLowMontgomery, AL2026-11-04
Principal Financial Group Inc
88,289$22.7M0.0%CoreLowDes Moines, IA2026-11-02
ProShare Advisors LLC
82,252$21.2M0.0%GrowthLowBethesda, MD2026-10-29
New York State Teachers Retirement System
78,026$20.1M0.1%CoreVery LowAlbany, NY2026-10-22
M&G Plc
55,635$14.4M0.1%CoreMediumLondon, United Kingdom2026-11-04
Leeward Investments, LLC - MA
33,786$8.7M0.4%Deep ValueLowBoston, MA2026-10-23
Channing Capital Management, LLC
33,408$8.6M0.2%ValueHighChicago, IL2026-11-02
Y-Intercept (Hong Kong) Ltd
33,272$8.6M0.2%ValueVery HighHong Kong, South Korea2026-10-16
Pinnacle Associates LTD
33,054$8.5M0.1%CoreLowNew York, NY2026-10-20
Appleton Partners Inc
32,259$8.3M1.3%GrowthLowBoston, MA2026-10-30
Verdence Capital Advisors LLC
31,804$8.2M0.3%CoreMediumHunt Valley, MD2026-10-26
Sarasin & Partners LLP
25,000$6.4M0.1%GrowthMediumLondon, United Kingdom2026-10-13
Fideuram Asset Management (Ireland) dac
24,949$7.3M0.2%CoreHighDublin 1, Lithuania2026-10-29
Bokf, NA
23,473$6.0M0.1%CoreLowTulsa, OK2026-10-27
Wealth Enhancement Advisory Services, LLC
19,361$4.7M0.0%CoreLowPlymouth, MN2026-10-13
Axxcess Wealth Management, LLC
18,855$4.9M0.2%CoreLowCarlsbad, CA2026-10-21
Creative Planning
18,574$4.8M0.0%IndexVery LowOverland Park, KS2026-11-02
B. Metzler seel. Sohn & Co. AG
18,222$4.7M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Fifth Third Bancorp
17,690$4.6M0.0%IndexVery LowCincinnati, OH2026-11-05
Amalgamated Bank
17,626$4.5M0.1%CoreVery LowNew York, NY2026-10-23
CX Institutional
17,355$4.5K0.1%CoreMediumAuburn, IN2026-10-02
Prescott Group Capital Management, L.L.C.
16,137$4.2M0.4%Deep ValueMediumTulsa, OK2026-10-30
Deroy & Devereaux Private Investment Counsel Inc
16,040$4.1M0.4%ValueMediumBloomfield Hills, MI2026-10-26
Capricorn Fund Managers Ltd
14,940$3.8M0.4%GARPVery HighLondon, United Kingdom2026-11-03
Alps Advisors Inc
14,229$3.7M0.0%YieldLowDenver, CO2026-11-03
Mutual of America Capital Management LLC
13,998$3.6M0.0%IndexLowNew York, NY2026-10-23
Illinois Municipal Retirement Fund
13,732$3.5M0.0%CoreMediumOak Brook, IL2026-11-05
Thrivent Financial for Lutherans
13,446$3.5M0.0%GARPMediumMinneapolis, MN2026-11-05
Covea Finance
13,200$3.4M0.1%GrowthMediumParis, India2026-10-21
Bridge City Capital, LLC
12,805$3.3M0.7%ValueMediumLake Oswego, OR2026-10-29
Gateway Investment Advisers LLC
12,142$3.1M0.0%GrowthLowCincinnati, OH2026-10-13
State of New Jersey Common Pension Fund D
11,874$3.1M0.0%CoreLowTrenton, NJ2026-11-05
Imc-Chicago, LLC
11,730$3.0M0.0%GARPVery HighChicago, IL2026-11-05
SRH Advisors, LLC
11,525$3.0M0.8%ETFVery LowSalina, KS2026-10-22
Louisiana State Employees Retirement System
11,400$2.9M0.0%IndexLowBaton Rouge, LA2026-10-20
US Bancorp \de\
11,270$2.9M0.0%IndexLowMinneapolis, MN2026-11-05
Campbell Newman Asset Management Inc
10,813$2.8M0.2%GrowthMediumMilwaukee, WI2026-10-22
Apollon Wealth Management, LLC
10,433$2.7M0.0%GrowthLowMount Pleasant, SC2026-10-23
Arizona State Retirement System
10,352$2.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
10,334$2.7M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
TD Waterhouse Canada Inc.
10,106$2.6M0.0%CoreLowToronto, Australia2026-10-16
CenterBook Partners LP
9,655$2.5M0.1%ValueVery HighGreenwich, CT2026-11-02
Eagle Rock Investment Company, LLC
9,276$2.4M0.3%CoreLowAtlanta, GA2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
9,180$2.4M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
9,005$2.3M0.0%IndexLowEast Lansing, MI2026-10-27
Essex Investment Management Co LLC
8,293$2.1M0.3%GrowthMediumBoston, MA2026-10-19
Stackstone Wealth, LLC
8,271$2.1M0.2%CoreN/ADubuque, IA2026-10-19
James Investment Research, Inc.
8,188$2.1M0.2%CoreLowAlpha, OH2026-10-22
Oregon Public Employees Retirement Fund
7,966$2.1M0.0%IndexVery LowTigard, OR2026-10-30
Hager Investment Management Services, LLC
7,940$2.0M1.0%GrowthMediumNew London, NH2026-11-04
Citigroup Inc
7,197$1.9M0.0%CoreMediumNew York, NY2026-11-04
Washington Trust Advisors, Inc.
6,533$1.7M0.1%GrowthLowWellesley, MA2026-10-22
Truist Financial Corp
6,434$1.7M0.0%CoreLowCharlotte, NC2026-10-30
OP Asset Management Ltd
6,266$1.6M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Lecap Asset Management LTD
6,239$1.6M0.8%ValueVery HighLondon, United Kingdom2026-10-27
Virginia Retirement Systems ET Al
5,820$1.5M0.0%CoreMediumRichmond, VA2026-10-28
MacKenzie Financial Corp
5,731$1.5M0.0%CoreMediumToronto Ontario, Australia2026-11-02
New York Life Investment Management LLC
5,597$1.4M0.0%GrowthLowNew York, NY2026-11-04
Pictet Asset Management Holding SA
5,557$1.4M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Sumitomo Mitsui Trust Group, Inc.
5,462$1.4M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Radnor Capital Management, LLC
5,450$1.4M0.2%CoreLowWayne, PA2026-10-23
Valley National Advisers Inc
5,438$1.4M0.2%ETFLowBethlehem, PA2026-10-23
Assenagon Asset Management S.A.
5,154$1.3M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Great Diamond Partners, LLC
4,963$1.3M0.2%CoreMediumPortland, ME2026-10-13
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
4,913$1.3M0.0%CoreHighTurin, Latvia2026-10-22
HB Wealth Management, LLC
4,877$1.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Angeles Wealth Management, LLC
4,826$1.2M0.1%ETFLowSanta Monica, CA2026-10-26
iA Global Asset Management Inc.
4,813$1.2M0.0%GrowthMediumQuebec, Austria2026-10-29
Xponance LLC
4,326$1.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Summit Place Financial Advisors, LLC
4,196$1.1M0.5%CoreMediumSummit, NJ2026-10-23
Achmea Investment Management B.V.
4,091$1.1M0.0%CoreMediumZeist, Philippines2026-10-30
Hudson Edge Investment Partners Inc.
3,897$1.0M0.1%Deep ValueMediumJersey City, NJ2026-10-28
Freedom Day Solutions, LLC
3,865$995.3K0.2%CoreLowHouston, TX2026-10-20
Castellan Group
3,800$978.5K0.1%ETFLowLouisville, KY2026-10-19
State of Alaska, Department of Revenue
3,647$939.0K0.0%CoreVery LowJuneau, AK2026-10-15
Brighton Jones LLC
3,631$934.9K0.0%CoreVery LowSeattle, WA2026-11-03
Isthmus Partners, LLC
3,605$928.3K0.1%ValueMediumMadison, WI2026-10-21
Buckhead Capital Management LLC
3,555$915.4K0.3%CoreLowAtlanta, GA2026-11-03
Legacy Wealth Asset Management, LLC
3,464$892.0K0.2%GARPMediumWoodbury, MN2026-10-09
Parsons Capital Management Inc
3,250$836.9K0.0%CoreLowProvidence, RI2026-10-28
Novem Group
3,089$795.5K0.1%ETFMediumRochester, NY2026-10-19
DekaBank Deutsche Girozentrale
3,073$790.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Nisa Investment Advisors, LLC
3,061$788.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Swedbank AB
3,000$772.5K0.0%GrowthLowStockholm, Sweden2026-10-27
Dynamic Advisor Solutions LLC
2,995$771.2K0.0%ETFLowPhoenix, AZ2026-10-13
Crossmark Global Holdings, Inc.
2,733$703.7K0.0%GARPMediumHouston, TX2026-10-21
Krilogy Financial LLC
2,621$713.5K0.0%GrowthLowSt. Louis, MO2026-10-13
Flagship Harbor Advisors, LLC
2,473$636.8K0.0%ETFMediumBoston, MA2026-10-26
Commonwealth Equity Services, LLC
2,444$629.2K0.0%ETFLowWaltham, MA2026-11-02
Swiss Life Asset Management Ltd
2,365$609.0K0.0%CoreLowZurich, Switzerland2026-11-03
Inspire Investing, LLC
2,334$601.0K0.0%GARPHighMeridian, ID2026-10-22
Chicago Partners Investment Group LLC
2,241$564.5K0.0%GARPLowChicago, IL2026-10-27
Citizens Financial Group Inc
2,207$568.3K0.0%GrowthLowProvidence, RI2026-10-23
Kestra Private Wealth Services, LLC
2,096$539.8K0.0%GrowthLowAustin, TX2026-10-30
Vise Technologies, Inc.
2,073$533.7K0.0%IndexLowNew York, NY2026-10-29
First Citizens Bank & Trust Co
2,062$531.0K0.0%CoreMediumRaleigh, NC2026-10-14
Allspring Global Investments Holdings, LLC
2,028$525.3K0.0%CoreMediumCharlotte, NC2026-11-04
Farther Finance Advisors, LLC
2,014$518.7K0.0%IndexLowSan Francisco, CA2026-10-08
Robeco Institutional Asset Management B.V.
2,000$515.0K0.0%CoreMediumRotterdam, Philippines2026-10-20
EverSource Wealth Advisors, LLC
2,000$515.0K0.0%CoreMediumBirmingham, AL2026-11-04
Aviance Capital Partners, LLC
1,988$511.9K0.1%CoreLowNaples, FL2026-10-29
Diversify Advisory Services, LLC
1,983$508.8K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
1,983$508.8K0.0%GrowthMediumSandy, UT2026-10-20
Exchange Traded Concepts, LLC
1,973$508.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Argonautica Private Wealth Management, Inc
1,807$465.3K0.1%GrowthLowWellesley, MA2026-11-02
Greenleaf Trust
1,645$423.6K0.0%CoreLowKalamazoo, MI2026-10-29
NorthCrest Asset Manangement, LLC
1,562$416.7K0.0%GrowthLowPlymouth, MN2026-10-13
B. Riley Wealth Advisors, Inc.
1,558$401.2K0.0%GrowthLowMemphis, TN2026-10-13
Net Worth Advisory Group
1,558$403.6K0.1%GARPMediumSandy, UT2026-10-20
Ethic Inc.
1,528$393.5K0.0%CoreLowNew York, NY2026-11-03
Gamma Investing LLC
1,514$389.9K0.0%IndexVery LowFoster City, CA2026-10-08
111 Capital
1,440$370.8K0.1%CoreVery HighParis, India2026-11-03
Fifth Third Wealth Advisors LLC
1,417$364.9K0.0%IndexVery LowCincinnati, OH2026-10-22
Bond & Devick Financial Network, Inc.
1,400$360.5K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Quadrant Capital Group LLC
1,383$365.0K0.0%CoreLowCincinnati, OH2026-10-20
Certuity, LLC
1,299$334.4K0.0%GARPLowNorth Palm Beach, FL2026-11-02
KBC Group NV
1,296$334.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Kendall Capital Management
1,280$329.6K0.1%GARPLowRockville, MD2026-10-23
First Bank & Trust
1,263$325.2K0.0%CoreLowBrookings, SD2026-10-19
Wedmont Private Capital
1,259$335.8K0.0%IndexVery LowWest Chester, PA2026-10-09
Sterling Capital Management LLC
1,227$316.0K0.0%GARPMediumCharlotte, NC2026-10-22
CIBC Asset Management Inc
1,224$315.2K0.0%GARPLowToronto, South Africa2026-11-05
Harbor Investment Advisory, LLC
1,220$314.2K0.0%GrowthLowLutherville, MD2026-10-13
Compound Planning, Inc.
1,217$313.4K0.0%CoreLowNew York, NY2026-11-05
Insight Wealth Partners, LLC
1,213$312.3K0.0%ETFLowPlano, TX2026-10-26
Legacy Financial Independent Advisors LLC
1,202$309.5K0.2%CoreN/ALouisville, KY2026-11-02
Princeton Capital Management LLC
1,193$307.2K0.1%Agg GrowthLowRed Bank, NJ2026-10-27
StoneX Group Inc.
1,176$313.1K0.0%ETFMediumNew York, NY2026-11-03
Praxis Investment Management Inc
1,139$293.0K0.0%CoreLowGoshen, IN2026-11-03
Childress Capital Advisors, LLC
1,132$291.5K0.0%GARPMediumHouston, TX2026-10-28
North Dakota State Investment Board
1,123$289.2K0.0%GrowthMediumBismarck, ND2026-10-27
Lido Advisors, LLC
1,092$281.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Curated Wealth Partners LLC
1,085$279.4K0.0%GARPLowEl Segundo, CA2026-10-15
Parcion Private Wealth LLC
1,015$261.4K0.0%CoreMediumBellevue, WA2026-10-28
Courier Capital LLC
1,000$257.5K0.0%ETFLowBuffalo, NY2026-10-19
Heritage Wealth Management, Inc.
1,000$257.5K0.1%CoreLowCincinnati, OH2026-10-28
Linden Thomas Advisory Services, LLC
989$254.7K0.0%CoreLowCharlotte, NC2026-10-19
Olympiad Research LP
973$250.5K0.3%Deep ValueVery HighStamford, CT2026-11-04
Moody Aldrich Partners LLC
962$247.7K0.0%ValueHighMarblehead, MA2026-10-27
Retirement Guys Formula LLC
939$241.7K0.1%CoreMediumMaumee, OH2026-10-26
Narus Financial Partners, LLC
919$236.6K0.1%ValueLowSalt Lake City, UT2026-10-19
SYM Financial Corp
911$234.6K0.0%ETFVery LowWinona Lake, IN2026-10-26
Parallel Advisors, LLC
908$233.8K0.0%IndexLowSan Francisco, CA2026-11-03
Whalen Wealth Management Inc.
904$232.8K0.1%GrowthHighLas Vegas, NV2026-10-08
AlphaCore Capital LLC
897$231.0K0.0%ETFLowLa Jolla, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
896$231.0K0.0%ETFLowFairfield, IA2026-11-02
Investment House LLC
850$218.9K0.0%CoreMediumRedondo Beach, CA2026-10-21
Oppenheimer & Co Inc
848$218.4K0.0%CoreLowNew York, NY2026-10-26
Park Avenue Securities LLC
835$215.0K0.0%ETFMediumNew York, NY2026-10-26
Centurion Wealth Management LLC
825$212.4K0.1%ETFMediumMclean, VA2026-10-13
Central Pacific Bank - Trust Division
810$208.6K0.0%CoreMediumHonolulu, HI2026-10-06
Levin Capital Strategies, L.P.
806$207.6K0.0%ValueMediumNew York, NY2026-11-02
Evergreen Capital Management LLC
802$206.5K0.0%GARPMediumBellevue, WA2026-10-23
Advisor OS, LLC
801$206.3K0.0%ETFMediumChicago, IL2026-11-03
Planned Solutions, Inc.
800$206.0K0.1%ETFLowFolsom, CA2026-10-19
Greenspring Advisors, LLC
795$204.7K0.0%ETFVery LowTowson, MD2026-11-05
Profund Advisors LLC
788$202.9K0.0%GrowthLowBethesda, MD2026-10-29
Procyon Advisors, LLC
788$202.9K0.0%CoreVery LowShelton, CT2026-10-21
Sagespring Wealth Partners, LLC
778$200.3K0.0%ETFLowFranklin, TN2026-10-22
Essential Partners LLC
768$197.8K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
AlphaCentric Advisors LLC
639$164.5K0.1%CoreHighSan Juan, PR2026-11-03
Strs Ohio
639$164.5K0.0%CoreMediumColumbus, OH2026-10-30
Versant Capital Management, Inc
556$143.2K0.0%GARPLowPhoenix, AZ2026-10-02
Blue Trust, Inc.
435$111.9K0.0%ETFLowBrentwood, TN2026-10-15
Root Financial Partners, LLC
416$107.1K0.0%ETFMediumEncinitas, CA2026-10-21
Daiwa Securities Group Inc.
381$98.1K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
True Wealth Design, LLC
219$56.4K0.0%ETFMediumAkron, OH2026-10-13
Signaturefd, LLC
212$54.6K0.0%IndexLowAtlanta, GA2026-10-23
Pension & Wealth Management Advisors, Inc.
211$54.3K0.0%ETFLowWaltham, MA2026-10-16
Atwood & Palmer Inc
202$52.0K0.0%CoreVery LowKansas City, MO2026-10-08
Covestor Ltd
196$510.0%ValueHighLondon, United Kingdom2026-10-30
IFP Advisors, Inc
183$47.1K0.0%GrowthLowTampa, FL2026-10-16
Piscataqua Savings Bank
180$46.4K0.0%CoreVery LowPortsmouth, NH2026-10-21
Assetmark, Inc
175$45.1K0.0%ETFLowConcord, CA2026-10-21
MassMutual Private Wealth & Trust, FSB
173$44.5K0.0%CoreLowSpringfield, MA2026-10-05
Cedar Mountain Advisors, LLC
165$42.5K0.0%ETFVery LowLake Oswego, OR2026-10-15
SJS Investment Consulting Inc.
159$40.9K0.0%ETFVery LowSylvania, OH2026-10-26
Elyxium Wealth, LLC
150$38.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
V-Square Quantitative Management LLC
140$36.1K0.0%CoreLowChicago, IL2026-10-15
Key FInancial Inc
137$35.3K0.0%ETFLowWest Chester, PA2026-11-02
Bell Investment Advisors, Inc
128$33.0K0.0%ETFVery LowOrinda, CA2026-10-29
GHP Investment Advisors, Inc.
127$32.7K0.0%CoreVery LowDenver, CO2026-10-15
First Horizon Corp
126$32.4K0.0%CoreLowMemphis, TN2026-10-26
Gen-Wealth Partners Inc
120$30.9K0.0%CoreLowZeeland, MI2026-11-04
Pinnacle Wealth Planning Services, Inc.
120$30.9K0.0%GARPLowMansfield, OH2026-10-27
Larson Financial Group LLC
112$28.9K0.0%GrowthLowSt Louis, MO2026-11-05
Lanark Financial, Inc.
112$28.8K0.0%CoreMediumBirmingham, AL2026-10-26
TD Private Client Wealth LLC
105$27.0K0.0%ETFLowNew York, NY2026-10-28
Fortitude Family Office, LLC
102$26.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Parkside Financial Bank & Trust
95$24.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Owl Creek Wealth Partners LLC
87$22.4K0.0%IndexLowGreenwood Village, CO2026-10-20
Hurley Capital, LLC
87$22.5K0.0%GARPMediumNew York, NY2026-11-05
Elevated Capital Advisors, LLC
84$21.6K0.0%ETFMediumSandy, UT2026-11-04
Provenance Wealth Advisors, LLC
81$20.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
TrinityBridge Ltd
80$210.0%MomentumMediumLondon, United Kingdom2026-10-30
Latitude Advisors, LLC
69$17.8K0.0%ETFLowYorkville, IL2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
69$17.8K0.0%IndexVery LowTokyo, Mexico2026-11-05
Harbor Asset Planning, Inc.
67$17.3K0.0%ETFVery LowBelmont, MA2026-10-23
Wilmington Savings Fund Society, FSB
60$15.5K0.0%CoreLowWilmington, DE2026-10-23
Manchester Capital Management LLC
60$15.5K0.0%CoreLowManchester, VT2026-10-22
Bayforest Capital Ltd
57$14.7K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Tradewinds Capital Management, LLC
55$14.2K0.0%ETFVery HighBellingham, WA2026-10-23
Mather Group, Llc.
53$13.6K0.0%ETFMediumChicago, IL2026-10-14
SBI Securities Co., Ltd.
50$12.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Ascentis Wealth Management, LLC
48$12.4K0.0%Agg GrowthLowDallas, TX2026-11-03
GK Wealth Management LLC
41$10.6K0.0%GARPVery HighReno, NV2026-10-09
Reap Financial Group, LLC
41$10.6K0.0%ETFLowAustin, TX2026-11-02
JFS Wealth Advisors, LLC
37$9.5K0.0%ETFVery LowHermitage, PA2026-11-03
Elevation Wealth Partners, LLC
35$9.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Silver Grove Financial Group, Inc.
35$9.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Farmers & Merchants Investments Inc
33$8.5K0.0%CoreVery LowLincoln, NE2026-10-22
Leonteq Securities AG
32$8.2K0.0%CoreHighZurich, Switzerland2026-10-29
Bfsg, LLC
32$8.2K0.0%CoreLowIrvine, CA2026-10-30
Private Wealth Management Group, LLC
32$8.2K0.0%ETFLowPrinceton, NJ2026-10-19
Rakuten Securities, Inc.
30$7.7K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Private Trust Co NA
30$7.7K0.0%CoreLowCleveland, OH2026-10-20
Highline Wealth Partners LLC
27$7.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
United Financial Planning Group LLC
26$6.7K0.0%ETFHighHauppauge, NY2026-11-04
Simplex Trading, LLC
25$6.4K0.0%CoreVery HighChicago, IL2026-11-04
Marquette Asset Management, LLC
24$6.2K0.0%ETFVery LowMinneapolis, MN2026-10-09
Ascentis Independent Advisors
22$5.7K0.0%ETFLowDallas, TX2026-11-03
Toth Financial Advisory Corp
22$5.7K0.0%CoreLowLeesburg, VA2026-10-08
Physician Wealth Advisors, Inc.
20$5.2K0.0%ETFMediumMidvale, UT2026-10-20
Entrust Financial LLC
18$4.6K0.0%ETFLowWayne, PA2026-11-04
Caitong International Asset Management Co., Ltd
16$4.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
American National Bank & Trust
16$4.1K0.0%CoreVery LowWichita Falls, TX2026-10-07
Proathlete Wealth Management LLC
16$4.1K0.0%ETFVery LowBoca Raton, FL2026-10-15
Cromwell Holdings LLC
15$3.9K0.0%IndexLowJackson, WY2026-10-28
Moisand Fitzgerald Tamayo, LLC
14$3.6K0.0%ETFVery LowOrlando, FL2026-10-15
Cullen T Bankers, Inc.
14$3.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Tounjian Advisory Partners, LLC
14$3.6K0.0%GrowthHighFort Myers, FL2026-11-04
Navigoe, LLC
13$30.0%ETFVery LowRedondo Beach, CA2026-11-04
Creative Capital Management Investments LLC
12$3.1K0.0%ETFLowSan Diego, CA2026-10-28
UMB Private Wealth Management, LLC
12$3.1K0.0%GrowthN/AKansas City, MO2026-10-19
Rossby Financial, LCC
11$2.8K0.0%ETFMediumMelbourne, FL2026-11-05
Avion Wealth
10$20.0%ETFLowThe Woodlands, TX2026-11-04
Birch Financial Group, LLC
10$2.7K0.0%CoreLowKeene, NH2026-10-27
WPG Advisers, LLC
10$2.6K0.0%CoreLowBaltimore, MD2026-10-27
Creative Financial Designs Inc
8$2.1K0.0%ETFMediumKokomo, IN2026-11-04
Quest 10 Wealth Builders, Inc.
8$2.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
Hughes Financial Services, LLC
7$2.1K0.0%ETFLowHerndon, VA2026-10-30
Concord Wealth Partners
7$1.8K0.0%GrowthLowAbingdon, VA2026-11-02
Bare Financial Services, Inc
7$1.8K0.0%ETFVery LowGap, PA2026-11-04
Bay Harbor Wealth Management, LLC
6$1.5K0.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
6$1.5K0.0%ETFLowBeaver, PA2026-10-16
Wealth Enhancement Trust Services, Inc.
6$1.5K0.0%GrowthMediumSioux Falls, SD2026-10-07
Signature Equity Partners, LLC
5$1.3K0.0%GrowthMediumColumbus, OH2026-10-29
Financial Consulate, Inc
4$1.0K0.0%ETFLowHunt Valley, MD2026-10-23
Asset Dedication, LLC
3$7830.0%ETFLowSan Francisco, CA2026-11-03
James T. Borello RIA
3$7730.0%ETFVery LowEast Dundee, IL2026-10-16
DecisionPoint Financial, LLC
2$5180.0%ETFVery LowMesa, AZ2026-10-27
Capital Advisors, Ltd. LLC
2$10.0%ETFLowShaker Heights, OH2026-10-27
North Star Investment Management Corp.
2$5150.0%CoreLowChicago, IL2026-10-27
Financial Management Professionals, Inc.
2$5150.0%ETFMediumAustin, TX2026-10-23
American Capital Advisory, LLC
2$5150.0%ETFLowKetchum, ID2026-10-28
Signature Resources Capital Management, LLC
1$2580.0%ETFLowNewport Beach, CA2026-10-16
Activest Wealth Management
1$2580.0%ETFLowAventura, FL2026-10-15