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Exelixis Inc (EXEL)

CUSIP: 30161Q104 | NYSE | Healthcare · Biotechnology | Large Cap | 1779 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
13D/AFarallon Capital Management, L.L.C.
with Farallon Capital F5 Master I, L.P., Farallon Partners, L.L.C., Farallon Capital Partners, L.P., +10 more
13,989,0105.6%New 5%+ stakeAug 14, 202613,468,010 sh (Jun 30, 2026)
13D/AFarallon Partners, L.L.C.
with Farallon Healthcare Partners Master, L.P., Farallon Capital Offshore Investors II, L.P., Farallon Capital Institutional Partners, L.P., +9 more
15,232,7505.7%New 5%+ stakeJan 1, 2026No 13F filer matched
13D/AFarallon Capital Management, L.L.C.13,989,010
5.6% of class · Aug 14, 2026New 5%+ stake
with Farallon Capital F5 Master I, L.P., Farallon Partners, L.L.C., Farallon Capital Partners, L.P., +10 more
13,468,010 sh (Jun 30, 2026)
13D/AFarallon Partners, L.L.C.15,232,750
5.7% of class · Jan 1, 2026New 5%+ stake
with Farallon Healthcare Partners Master, L.P., Farallon Capital Offshore Investors II, L.P., Farallon Capital Institutional Partners, L.P., +9 more
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,842,081
0.0% of portfolio›$224.4M
Assetmark, Inc3,384,739
0.3% of portfolio›$197.7M
Allspring Global Investments Holdings, LLC2,427,976
0.2% of portfolio›$140.7M
Bank of New York Mellon Corp1,784,067
0.0% of portfolio›$104.2M
DekaBank Deutsche Girozentrale1,352,437
0.0% of portfolio›$79.9K
Thrivent Financial for Lutherans1,141,063
0.2% of portfolio›$66.6M
Swedbank AB841,778
0.0% of portfolio›$49.2M
Robeco Institutional Asset Management B.V.822,375
0.1% of portfolio›$48.0M
Retirement Systems of Alabama713,068
0.1% of portfolio›$41.7M
Principal Financial Group Inc621,151
0.0% of portfolio›$36.3M
Pictet Asset Management Holding SA502,453
0.0% of portfolio›$29.5M
Arbejdsmarkedets Tillaegspension441,500
0.7% of portfolio›$25.8M
Eulav Asset Management432,060
0.9% of portfolio›$25.2M
Sawgrass Asset Management LLC326,177
2.5% of portfolio›$19.1M
Creative Planning293,594
0.0% of portfolio›$17.1M
Citigroup Inc282,227
0.0% of portfolio›$16.5M
Livforsakringsbolaget Skandia, Omsesidigt269,603
0.7% of portfolio›$22.2M
New York State Teachers Retirement System239,117
0.1% of portfolio›$14.0M
Norden Group LLC234,825
1.0% of portfolio›$13.7M
Seizert Capital Partners, LLC226,870
0.6% of portfolio›$13.3M
Illinois Municipal Retirement Fund206,985
0.1% of portfolio›$12.1M
Wealth Enhancement Advisory Services, LLC204,929
0.0% of portfolio›$10.4M
Milestone Asset Management, LLC200,127
1.9% of portfolio›$11.7M
BI Asset Management Fondsmaeglerselskab A/S188,883
0.2% of portfolio›$11.0M
Cambridge Investment Research Advisors, Inc.174,323
0.1% of portfolio›$10.2M
Roman Butler Fullerton & Co168,589
0.2% of portfolio›$1.1M
Commonwealth Equity Services, LLC159,861
0.0% of portfolio›$9.3M
Capital Management Corp158,325
1.4% of portfolio›$9.2M
Moran Wealth Management, LLC143,425
0.2% of portfolio›$8.4M
Convergence Investment Partners, LLC142,747
0.6% of portfolio›$8.3M
Assenagon Asset Management S.A.131,914
0.0% of portfolio›$7.7M
Davidson Capital Management Inc.127,973
1.2% of portfolio›$7.5M
Amalgamated Bank116,401
0.1% of portfolio›$6.8M
MinichMacGregor Wealth Management, LLC110,642
1.0% of portfolio›$6.5M
Tema Etfs LLC110,600
0.2% of portfolio›$6.5M
Nisa Investment Advisors, LLC108,670
0.0% of portfolio›$6.3M
Virginia Retirement Systems ET Al97,999
0.0% of portfolio›$5.7M
Westover Capital Advisors, LLC90,996
0.9% of portfolio›$5.3M
Mutual of America Capital Management LLC90,316
0.1% of portfolio›$5.3M
Thrive Capital Management, LLC84,602
0.9% of portfolio›$4.9M
Inspire Investing, LLC84,097
0.2% of portfolio›$4.9M
Monument Capital Management82,041
1.0% of portfolio›$4.8M
State of New Jersey Common Pension Fund D75,088
0.0% of portfolio›$4.4M
Louisiana State Employees Retirement System73,600
0.1% of portfolio›$4.3M
Crossmark Global Holdings, Inc.73,013
0.1% of portfolio›$4.3M
KBC Group NV72,554
0.0% of portfolio›$4.2M
Riverwater Partners LLC69,204
1.1% of portfolio›$4.0M
CWA Asset Management Group, LLC67,607
0.1% of portfolio›$3.9M
Buck Wealth Strategies, LLC67,128
0.4% of portfolio›$3.9M
Yousif Capital Management, LLC67,029
0.0% of portfolio›$3.9M
Three Seasons Wealth, LLC66,695
0.3% of portfolio›$3.9M
Arizona State Retirement System65,471
0.0% of portfolio›$3.8M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.64,560
0.1% of portfolio›$3.8M
IFP Advisors, Inc62,529
0.1% of portfolio›$3.7M
Ritholtz Wealth Management59,899
0.1% of portfolio›$3.5M
Fifth Third Bancorp59,659
0.0% of portfolio›$3.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS59,144
0.0% of portfolio›$3.5M
State of Michigan Retirement System58,116
0.0% of portfolio›$3.4M
Linden Thomas Advisory Services, LLC57,533
0.3% of portfolio›$3.4M
Stackstone Wealth, LLC56,643
0.3% of portfolio›$3.3M
Sterling Capital Management LLC56,605
0.1% of portfolio›$3.3M
Bokf, NA55,757
0.0% of portfolio›$3.3M
Gateway Investment Advisers LLC53,921
0.0% of portfolio›$3.1M
New Mexico Educational Retirement Board52,155
0.1% of portfolio›$3.0M
Strs Ohio51,976
0.0% of portfolio›$3.0M
Oregon Public Employees Retirement Fund51,368
0.0% of portfolio›$3.0M
Burney Co/50,702
0.1% of portfolio›$3.0M
Truist Financial Corp50,465
0.0% of portfolio›$2.9M
Sumitomo Mitsui Trust Group, Inc.49,118
0.0% of portfolio›$2.9M
Lifestyle Asset Management, Inc.48,448
0.7% of portfolio›$2.8M
JLB & Associates Inc48,184
0.4% of portfolio›$2.6M
China Universal Asset Management Co., Ltd.45,210
0.1% of portfolio›$2.7M
Profund Advisors LLC42,521
0.1% of portfolio›$2.5M
Hussman Strategic Advisors, Inc.42,000
0.5% of portfolio›$2.5M
Concurrent Investment Advisors, LLC40,638
0.0% of portfolio›$2.4M
Brighton Jones LLC40,076
0.0% of portfolio›$2.3M
Daiwa Securities Group Inc.39,041
0.0% of portfolio›$2.3M
Asset Management One Co., Ltd.38,907
0.0% of portfolio›$2.3M
Achmea Investment Management B.V.38,500
0.0% of portfolio›$2.3M
Xponance LLC37,611
0.0% of portfolio›$2.2M
State of Alaska, Department of Revenue35,614
0.0% of portfolio›$2.1M
US Bancorp \de\34,402
0.0% of portfolio›$2.0M
FCG Investment Co32,884
0.6% of portfolio›$1.9M
HB Wealth Management, LLC32,516
0.0% of portfolio›$1.9M
Kestra Advisory Services, LLC32,413
0.0% of portfolio›$1.9M
RFG Advisory, LLC32,154
0.0% of portfolio›$1.9M
New York Life Investment Management LLC32,131
0.0% of portfolio›$1.9M
Annex Advisory Services, LLC29,572
0.0% of portfolio›$1.7M
Kestra Investment Management, LLC29,308
0.0% of portfolio›$1.7M
Quadrant Capital Group LLC29,006
0.0% of portfolio›$1.7M
NorthCrest Asset Manangement, LLC28,886
0.0% of portfolio›$1.7M
Private Client Services, LLC28,539
0.4% of portfolio›$1.7M
Tealwood Asset Management Inc27,555
1.4% of portfolio›$1.6M
Vise Technologies, Inc.27,248
0.0% of portfolio›$1.6M
WealthCare Asset Management, LLC27,214
1.4% of portfolio›$1.6M
Grandfield & Dodd, LLC27,029
0.1% of portfolio›$1.6M
Blue Capital, Inc.26,933
1.0% of portfolio›$1.6M
Eagle Harbor Asset Management Inc24,504
1.1% of portfolio›$1.4M
Mirae Asset Global Investments Co., Ltd.23,999
0.0% of portfolio›$1.4M
Novem Group23,005
0.1% of portfolio›$1.3M
Polaris Capital Management, LLC22,700
0.1% of portfolio›$1.3M
Point Nemo Capital, LLC21,670
0.6% of portfolio›$1.3M
Swiss Life Asset Management Ltd20,621
0.0% of portfolio›$1.2M
Canal Insurance Co20,000
0.6% of portfolio›$1.2M
Ifrah Financial Services, Inc.19,654
0.3% of portfolio›$1.1M
Krilogy Financial LLC19,391
0.0% of portfolio›$1.2M
Chicago Partners Investment Group LLC19,376
0.0% of portfolio›$1.3M
Brookstone Capital Management19,260
0.0% of portfolio›$1.1M
Mezzasalma Advisors, LLC19,194
0.2% of portfolio›$1.1M
BankChampaign, National Association19,131
0.9% of portfolio›$1.1M
Archford Capital Strategies, LLC18,985
0.1% of portfolio›$1.1M
Farther Finance Advisors, LLC18,290
0.0% of portfolio›$1.1M
ProShare Advisors LLC18,007
0.0% of portfolio›$1.1M
Winnacle Wealth LLC16,994
0.7% of portfolio›$992.6K
J.M. Arbour, LLC16,527
0.8% of portfolio›$965.3K
Sidoxia Capital Management, LLC16,385
0.7% of portfolio›$957.0K
Ashton Thomas Private Wealth, LLC15,925
0.0% of portfolio›$930.2K
Park Avenue Securities LLC15,761
0.0% of portfolio›$921.0K
Blue Trust, Inc.15,307
0.0% of portfolio›$894.1K
Evergreen Capital Management LLC15,183
0.0% of portfolio›$886.8K
Maryland State Retirement & Pension System15,157
0.0% of portfolio›$885.3K
TFB Advisors LLC15,145
0.4% of portfolio›$884.6K
Sanchez Gaunt Capital Management, LLC14,776
0.5% of portfolio›$863.1K
Harel Insurance Investments & Financial Services Ltd.14,230
0.0% of portfolio›$831.0K
Kestra Private Wealth Services, LLC14,186
0.0% of portfolio›$828.6K
Values First Advisors, Inc.14,144
0.4% of portfolio›$826.1K
Resonant Capital Advisors, LLC14,021
0.0% of portfolio›$819.0K
Cypress Capital, LLC13,811
0.2% of portfolio›$806.7K
Ethic Inc.13,657
0.0% of portfolio›$797.7K
Unique Wealth Strategies, LLC13,508
0.3% of portfolio›$735.0K
MacKenzie Financial Corp13,472
0.0% of portfolio›$786.9K
TD Private Client Wealth LLC12,346
0.0% of portfolio›$721.1K
Gamma Investing LLC12,227
0.0% of portfolio›$714.2K
RHS Financial, LLC12,159
0.2% of portfolio›$710.2K
CoreCap Advisors, LLC12,114
0.0% of portfolio›$707.6K
Parcion Private Wealth LLC11,432
0.0% of portfolio›$667.7K
Exchange Traded Concepts, LLC11,164
0.0% of portfolio›$652.1K
Elevatus Welath Management11,048
0.2% of portfolio›$645.2K
Compound Planning, Inc.10,675
0.0% of portfolio›$623.5K
OP Asset Management Ltd10,626
0.0% of portfolio›$620.7K
BridgePort Financial Solutions, LLC10,476
0.1% of portfolio›$611.9K
Stirlingshire Investments, Inc.10,383
0.4% of portfolio›$606.5K
Washington Trust Bank10,383
0.0% of portfolio›$606.5K
Alps Advisors Inc10,323
0.0% of portfolio›$603.0K
Advisor OS, LLC10,323
0.0% of portfolio›$603.0K
Whalen Wealth Management Inc.10,158
0.3% of portfolio›$593.4K
Lido Advisors, LLC9,993
0.0% of portfolio›$583.7K
National Wealth Management Group, LLC9,902
0.2% of portfolio›$578.4K
Azzad Asset Management Inc9,584
0.1% of portfolio›$559.8K
Motley Fool Asset Management LLC9,539
0.0% of portfolio›$557.2K
Tucker Asset Management LLC9,530
0.1% of portfolio›$556.6K
Fifth Third Wealth Advisors LLC9,511
0.0% of portfolio›$555.5K
Parallel Advisors, LLC9,456
0.0% of portfolio›$552.3K
Signaturefd, LLC9,400
0.0% of portfolio›$549.1K
Oakworth Capital, Inc.9,175
0.0% of portfolio›$535.9K
Center For Asset Management LLC9,048
0.2% of portfolio›$528.5K
Sowell Financial Services LLC9,010
0.0% of portfolio›$526.3K
Harbour Capital Advisors, LLC9,010
0.1% of portfolio›$526.3K
Wedmont Private Capital8,940
0.0% of portfolio›$527.6K
VestGen Advisors, LLC8,887
0.0% of portfolio›$519.1K
BAM Wealth Management, LLC8,808
0.3% of portfolio›$514.5K
Spire Wealth Management8,687
0.0% of portfolio›$507.4K
EverSource Wealth Advisors, LLC8,644
0.0% of portfolio›$504.9K
Citizens Financial Group Inc8,459
0.0% of portfolio›$494.1K
Rossby Financial, LCC8,449
0.1% of portfolio›$493.5K
Post Resch Tallon Group Inc.8,428
0.3% of portfolio›$492.3K
Independent Financial Group, LLC8,154
0.0% of portfolio›$476.3K
Plancorp, LLC8,126
0.0% of portfolio›$563.9K
Verdence Capital Advisors LLC8,097
0.0% of portfolio›$472.9K
CIBC Asset Management Inc8,031
0.0% of portfolio›$469.1K
Praxis Investment Management Inc8,010
0.1% of portfolio›$468.0K
Atria Investments, Inc8,003
0.0% of portfolio›$467.5K
Heritage Investors Management Corp7,644
0.0% of portfolio›$446.0K
North Dakota State Investment Board7,607
0.0% of portfolio›$444.3K
Curated Wealth Partners LLC7,504
0.0% of portfolio›$438.3K
Allegiance Financial Group Advisory Services LLC7,267
0.1% of portfolio›$424.5K
AlphaCore Capital LLC7,233
0.0% of portfolio›$422.5K
Koshinski Asset Management, Inc.7,072
0.0% of portfolio›$413.1K
TD Waterhouse Canada Inc.6,959
0.0% of portfolio›$403.7K
Balefire, LLC6,855
0.1% of portfolio›$400.4K
Ascent Group, LLC6,840
0.0% of portfolio›$399.5K
Plato Investment Management Ltd6,764
0.0% of portfolio›$396.6K
Yorktown Management & Research Co Inc6,650
0.3% of portfolio›$388.4K
Essential Partners LLC6,552
0.2% of portfolio›$382.7K
Mission Wealth Management, LP6,285
0.0% of portfolio›$367.1K
Perigon Wealth Management, LLC6,213
0.0% of portfolio›$362.9K
Moneco Advisors, LLC6,178
0.0% of portfolio›$360.9K
J.W. Cole Advisors, Inc.5,982
0.0% of portfolio›$349.4K
Stonehaven Wealth & TAX Solutions, LLC5,877
0.3% of portfolio›$343.3K
SYM Financial Corp5,869
0.0% of portfolio›$342.8K
GF Fund Management Co. Ltd.5,865
0.0% of portfolio›$342.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,838
0.0% of portfolio›$341.0K
Sapient Capital LLC5,658
0.0% of portfolio›$330.5K
B. Riley Wealth Advisors, Inc.5,633
0.0% of portfolio›$329.0K
Diversify Advisory Services, LLC5,593
0.0% of portfolio›$351.4K
Diversify Wealth Management, LLC5,593
0.0% of portfolio›$351.4K
Hennion & Walsh Asset Management, Inc.5,570
0.0% of portfolio›$325.3K
Childress Capital Advisors, LLC5,471
0.0% of portfolio›$319.6K
Brady Martz Wealth Solutions, LLC5,464
0.0% of portfolio›$319.2K
Quartz Partners, LLC5,439
0.1% of portfolio›$317.7K
Moss Adams Wealth Advisors LLC5,423
0.0% of portfolio›$316.8K
Retirement Guys Formula LLC5,253
0.1% of portfolio›$306.8K
Pinnacle Associates LTD5,195
0.0% of portfolio›$303.4K
Graetz Wealth LLC5,023
0.2% of portfolio›$293.4K
Signal Advisors Wealth, LLC5,012
0.0% of portfolio›$292.8K
PSP Research LLC5,000
0.2% of portfolio›$292.1K
OpenArc Corporate Advisory, LLC4,958
0.0% of portfolio›$289.6K
Northwest Wealth Management, LLC4,890
0.0% of portfolio›$285.6K
Soltis Investment Advisors LLC4,868
0.0% of portfolio›$284.3K
Pinnacle Wealth Management Advisory Group, LLC4,795
0.0% of portfolio›$280.1K
Stonehearth Capital Management, LLC4,575
0.1% of portfolio›$267.2K
Daymark Wealth Partners, LLC4,533
0.0% of portfolio›$264.8K
Larson Financial Group LLC4,506
0.0% of portfolio›$263.2K
Greenleaf Trust4,363
0.0% of portfolio›$254.8K
Ramiah Investment Group4,290
0.2% of portfolio›$250.6K
Apella Capital, LLC4,272
0.0% of portfolio›$249.7K
180 Wealth Advisors, LLC4,250
0.0% of portfolio›$248.2K
Signature Equity Partners, LLC4,134
0.1% of portfolio›$241.5K
Brindle & Bay Financial Advisors, LLC4,105
0.1% of portfolio›$239.8K
Altura Wealth Advisors Inc.4,092
0.1% of portfolio›$239.0K
Calamos Wealth Management LLC4,000
0.0% of portfolio›$233.6K
Florida Trust Wealth Management Co4,000
0.0% of portfolio›$233.6K
Simplex Trading, LLC3,991
0.0% of portfolio›$233.1K
Capital Square, LLC3,976
0.1% of portfolio›$232.2K
Sagespring Wealth Partners, LLC3,869
0.0% of portfolio›$226.0K
Goldstein Advisors, LLC3,859
0.0% of portfolio›$225.4K
Wealthcare Advisory Partners LLC3,852
0.0% of portfolio›$225.0K
Elevation Point Wealth Partners, LLC3,848
0.0% of portfolio›$224.8K
Cypress Point Wealth Management, LLC3,812
0.0% of portfolio›$222.7K
Riversedge Advisors, LLC3,753
0.0% of portfolio›$219.2K
Symphony Financial, Ltd. Co.3,519
0.0% of portfolio›$205.5K
Badgley Phelps Wealth Managers, LLC3,500
0.0% of portfolio›$204.4K
Laurel Wealth Advisors LLC3,000
0.0% of portfolio›$175.2K
True Wealth Design, LLC2,761
0.0% of portfolio›$161.3K
Steph & Co2,548
0.0% of portfolio›$148.8K
Root Financial Partners, LLC2,384
0.0% of portfolio›$139.2K
Versant Capital Management, Inc2,330
0.0% of portfolio›$136.1K
StrongBox Wealth, LLC2,273
0.0% of portfolio›$132.8K
Cullen T Bankers, Inc.2,185
0.0% of portfolio›$127.6K
CX Institutional2,145
0.0% of portfolio›$125
WPG Advisers, LLC2,056
0.1% of portfolio›$120.1K
CFG Wealth Management Services, Inc.2,000
0.1% of portfolio›$115.9K
Harbor Capital Advisors, Inc.1,799
0.0% of portfolio›$105.0K
Parkside Financial Bank & Trust1,713
0.0% of portfolio›$100.1K
Reyes Financial Architecture, Inc.1,654
0.1% of portfolio›$96.6K
MassMutual Private Wealth & Trust, FSB1,480
0.0% of portfolio›$86.4K
Leonteq Securities AG1,378
0.0% of portfolio›$80.5K
Harbor Investment Advisory, LLC1,288
0.0% of portfolio›$75.2K
North Star Investment Management Corp.1,260
0.0% of portfolio›$73.6K
Heritage Family Offices, LLP1,236
0.0% of portfolio›$72.2K
V-Square Quantitative Management LLC1,037
0.0% of portfolio›$60.6K
Sarver Vrooman Wealth Advisors1,029
0.0% of portfolio›$60.1K
Provenance Wealth Advisors, LLC1,020
0.0% of portfolio›$59.6K
MB, Levis & Associates, LLC1,000
0.0% of portfolio›$58.4K
First Horizon Corp993
0.0% of portfolio›$58.0K
Mitsubishi UFJ Asset Management Co., Ltd.851
0.0% of portfolio›$49.7K
SJS Investment Consulting Inc.821
0.0% of portfolio›$48.0K
Covestor Ltd791
0.1% of portfolio›$46.0K
Central Trust Co784
0.0% of portfolio›$45.8K
Cassaday & Co Wealth Management LLC765
0.0% of portfolio›$44.7K
Mather Group, Llc.757
0.0% of portfolio›$44.2K
Costello Asset Management, Inc750
0.0% of portfolio›$43.8K
Capital Advisors, Ltd. LLC731
0.0% of portfolio›$43.0K
Gen-Wealth Partners Inc648
0.0% of portfolio›$37.9K
Richardson Financial Services Inc.625
0.0% of portfolio›$36.5K
Lloyd Advisory Services, Llc.562
0.0% of portfolio›$32.8K
Highline Wealth Partners LLC514
0.0% of portfolio›$30.0K
Activest Wealth Management471
0.0% of portfolio›$27.5K
Cape Investment Advisory, Inc.471
0.0% of portfolio›$27.5K
Private Trust Co NA429
0.0% of portfolio›$25.1K
Kingdom Financial Group Llc.404
0.0% of portfolio›$23.6K
Archer Investment Corp400
0.0% of portfolio›$23.4K
Rachor Investment Advisory Services, LLC400
0.0% of portfolio›$23.4K
Fulcrum Asset Management LLP397
0.0% of portfolio›$23.3K
Atwood & Palmer Inc395
0.0% of portfolio›$23.1K
Acumen Wealth Advisors, LLC394
0.0% of portfolio›$23.0K
Fortitude Family Office, LLC370
0.0% of portfolio›$21.6K
Byrne Asset Management LLC357
0.0% of portfolio›$20.7K
Silver Grove Financial Group, Inc.332
0.0% of portfolio›$19.4K
SBI Securities Co., Ltd.332
0.0% of portfolio›$19.4K
Elyxium Wealth, LLC325
0.0% of portfolio›$19.0K
PFS Partners, LLC306
0.0% of portfolio›$17.9K
JFS Wealth Advisors, LLC293
0.0% of portfolio›$17.1K
Private Wealth Management Group, LLC287
0.0% of portfolio›$16.8K
Pinnacle Wealth Planning Services, Inc.275
0.0% of portfolio›$16.1K
Creative Financial Designs Inc269
0.0% of portfolio›$15.7K
Farmers & Merchants Investments Inc230
0.0% of portfolio›$13.4K
Montag A & Associates Inc210
0.0% of portfolio›$12.3K
Jacobi Capital Management LLC200
0.0% of portfolio›$11.7K
Lodestone Wealth Management LLC200
0.0% of portfolio›$11.7K
Bell Investment Advisors, Inc193
0.0% of portfolio›$11.3K
Bullock Wealth Management Group172
0.0% of portfolio›$10.0K
Meriwether Wealth & Planning, LLC163
0.0% of portfolio›$9.5K
Avion Wealth160
0.0% of portfolio›$9
Valued Wealth Advisors LLC152
0.0% of portfolio›$8.9K
Key FInancial Inc150
0.0% of portfolio›$8.8K
Quest 10 Wealth Builders, Inc.136
0.0% of portfolio›$7.9K
Montgomery Financial Services LLC129
0.0% of portfolio›$7.5K
CGC Financial Services, LLC128
0.0% of portfolio›$7.5K
Phillip James Consulting Co.125
0.0% of portfolio›$7.3K
Blume Capital Management, Inc.115
0.0% of portfolio›$6.7K
Mascoma Wealth Management LLC100
0.0% of portfolio›$5.8K
Jnba Financial Advisors100
0.0% of portfolio›$5.8K
Markowski Investments100
0.0% of portfolio›$5.8K
Cromwell Holdings LLC97
0.0% of portfolio›$5.7K
Hager Investment Management Services, LLC95
0.0% of portfolio›$5.5K
Golden State Wealth Management, LLC90
0.0% of portfolio›$5.3K
Hughes Financial Services, LLC87
0.0% of portfolio›$5.8K
Pittenger & Anderson Inc80
0.0% of portfolio›$4.7K
Navigoe, LLC72
0.0% of portfolio›$4
Country Trust Bank69
0.0% of portfolio›$4.0K
Networth Advisors, LLC68
0.0% of portfolio›$4.0K
Creative Capital Management Investments LLC65
0.0% of portfolio›$3.8K
Bay Harbor Wealth Management, LLC63
0.0% of portfolio›$3.7K
USA Financial Formulas61
0.0% of portfolio›$3.6K
Physician Wealth Advisors, Inc.58
0.0% of portfolio›$3.4K
DiNuzzo Private Wealth, Inc.52
0.0% of portfolio›$3.0K
Smallwood Wealth Investment Management, LLC49
0.0% of portfolio›$2.9K
Key Capital Management, Inc49
0.0% of portfolio›$2.9K
Cedar Mountain Advisors, LLC46
0.0% of portfolio›$2.7K
Moisand Fitzgerald Tamayo, LLC45
0.0% of portfolio›$2.6K
James T. Borello RIA45
0.0% of portfolio›$2.6K
Retirement Wealth Solutions LLC44
0.0% of portfolio›$2.6K
UMB Private Wealth Management, LLC44
0.0% of portfolio›$2.6K
First Command Advisory Services, Inc.38
0.0% of portfolio›$2.2K
Elevation Wealth Partners, LLC37
0.0% of portfolio›$2.2K
Bare Financial Services, Inc36
0.0% of portfolio›$2.1K
MJT & Associates Financial Advisory Group, Inc.31
0.0% of portfolio›$1.8K
Manchester Capital Management LLC29
0.0% of portfolio›$1.7K
Winthrop Capital Management, LLC26
0.0% of portfolio›$1.5K
Evolution Wealth Management Inc.25
0.0% of portfolio›$1.5K
Valley National Advisers Inc25
0.0% of portfolio›$1.5K
Mosley Wealth Management20
0.0% of portfolio›$1.3K
Financial Management Professionals, Inc.16
0.0% of portfolio›$935
Torren Management, LLC16
0.0% of portfolio›$935
Rakuten Securities, Inc.15
0.0% of portfolio›$876
Brown, Lisle Ings, Inc.14
0.0% of portfolio›$818
Marquette Asset Management, LLC14
0.0% of portfolio›$818
Owl Creek Wealth Partners LLC10
0.0% of portfolio›$585
DecisionPoint Financial, LLC10
0.0% of portfolio›$580
Sunrise Financial Services, LLC9
0.0% of portfolio›$526
Quaker Wealth Management, LLC9
0.0% of portfolio›$526
GHP Investment Advisors, Inc.9
0.0% of portfolio›$526
American Capital Advisory, LLC7
0.0% of portfolio›$409
Planning Strategies Inc.7
0.0% of portfolio›$409
MV Capital Management, Inc.6
0.0% of portfolio›$351
Proathlete Wealth Management LLC4
0.0% of portfolio›$233
Godsey & Gibb, Inc4
0.0% of portfolio›$234
Maryland Capital Advisors Inc.3
0.0% of portfolio›$176
Davis Capital Management2
0.0% of portfolio›$117
Nfsg Corp1
0.0% of portfolio›$58
Signature Resources Capital Management, LLC1
0.0% of portfolio›$58
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,842,081$224.4M0.0%IndexLowAustin, TX2026-11-04
Assetmark, Inc
3,384,739$197.7M0.3%ETFLowConcord, CA2026-10-21
Allspring Global Investments Holdings, LLC
2,427,976$140.7M0.2%CoreMediumCharlotte, NC2026-11-04
Bank of New York Mellon Corp
1,784,067$104.2M0.0%CoreLowNew York, NY2026-11-05
DekaBank Deutsche Girozentrale
1,352,437$79.9K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Thrivent Financial for Lutherans
1,141,063$66.6M0.2%GARPMediumMinneapolis, MN2026-11-05
Swedbank AB
841,778$49.2M0.0%GrowthLowStockholm, Sweden2026-10-27
Robeco Institutional Asset Management B.V.
822,375$48.0M0.1%CoreMediumRotterdam, Philippines2026-10-20
Retirement Systems of Alabama
713,068$41.7M0.1%IndexLowMontgomery, AL2026-11-04
Principal Financial Group Inc
621,151$36.3M0.0%CoreLowDes Moines, IA2026-11-02
Pictet Asset Management Holding SA
502,453$29.5M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Arbejdsmarkedets Tillaegspension
441,500$25.8M0.7%ValueHighHilleroed, Greece2026-10-30
Eulav Asset Management
432,060$25.2M0.9%GrowthMediumSarasota, FL2026-10-23
Sawgrass Asset Management LLC
326,177$19.1M2.5%GrowthMediumPonte Vedra Beach, FL2026-11-03
Creative Planning
293,594$17.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
282,227$16.5M0.0%CoreMediumNew York, NY2026-11-04
Livforsakringsbolaget Skandia, Omsesidigt
269,603$22.2M0.7%GrowthMediumStockholm, Sweden2026-10-21
New York State Teachers Retirement System
239,117$14.0M0.1%CoreVery LowAlbany, NY2026-10-22
Norden Group LLC
234,825$13.7M1.0%GrowthMediumProvo, UT2026-10-20
Seizert Capital Partners, LLC
226,870$13.3M0.6%ValueMediumBirmingham, MI2026-10-30
Illinois Municipal Retirement Fund
206,985$12.1M0.1%CoreMediumOak Brook, IL2026-11-05
Wealth Enhancement Advisory Services, LLC
204,929$10.4M0.0%CoreLowPlymouth, MN2026-10-13
Milestone Asset Management, LLC
200,127$11.7M1.9%GrowthHighPittsburgh, PA2026-10-15
BI Asset Management Fondsmaeglerselskab A/S
188,883$11.0M0.2%CoreMediumKobenhavn, Greece2026-10-22
Cambridge Investment Research Advisors, Inc.
174,323$10.2M0.1%ETFLowFairfield, IA2026-11-02
Roman Butler Fullerton & Co
168,589$1.1M0.2%GrowthMediumSt Louis, MO2026-10-27
Commonwealth Equity Services, LLC
159,861$9.3M0.0%ETFLowWaltham, MA2026-11-02
Capital Management Corp
158,325$9.2M1.4%YieldMediumGlen Allen, VA2026-10-29
Moran Wealth Management, LLC
143,425$8.4M0.2%CoreMediumNaples, FL2026-10-22
Convergence Investment Partners, LLC
142,747$8.3M0.6%GARPHighPalm Beach Gardens, FL2026-10-28
Assenagon Asset Management S.A.
131,914$7.7M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Davidson Capital Management Inc.
127,973$7.5M1.2%GrowthMediumCorpus Christi, TX2026-10-15
Amalgamated Bank
116,401$6.8M0.1%CoreVery LowNew York, NY2026-10-23
MinichMacGregor Wealth Management, LLC
110,642$6.5M1.0%ETFHighSaratoga Springs, NY2026-10-14
Tema Etfs LLC
110,600$6.5M0.2%GrowthMediumNew York, NY2026-10-16
Nisa Investment Advisors, LLC
108,670$6.3M0.0%IndexVery LowSt. Louis, MO2026-10-20
Virginia Retirement Systems ET Al
97,999$5.7M0.0%CoreMediumRichmond, VA2026-10-28
Westover Capital Advisors, LLC
90,996$5.3M0.9%MomentumLowWilmington, DE2026-10-26
Mutual of America Capital Management LLC
90,316$5.3M0.1%IndexLowNew York, NY2026-10-23
Thrive Capital Management, LLC
84,602$4.9M0.9%CoreMediumFort Washington, PA2026-10-28
Inspire Investing, LLC
84,097$4.9M0.2%GARPHighMeridian, ID2026-10-22
Monument Capital Management
82,041$4.8M1.0%GARPHighAlexandria, VA2026-10-09
State of New Jersey Common Pension Fund D
75,088$4.4M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
73,600$4.3M0.1%IndexLowBaton Rouge, LA2026-10-20
Crossmark Global Holdings, Inc.
73,013$4.3M0.1%GARPMediumHouston, TX2026-10-21
KBC Group NV
72,554$4.2M0.0%CoreMediumBrussels, Czech Republic2026-10-22
Riverwater Partners LLC
69,204$4.0M1.1%ValueMediumMilwaukee, WI2026-11-03
CWA Asset Management Group, LLC
67,607$3.9M0.1%CoreMediumNaples, FL2026-10-19
Buck Wealth Strategies, LLC
67,128$3.9M0.4%ValueMediumDenver, CO2026-10-28
Yousif Capital Management, LLC
67,029$3.9M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Three Seasons Wealth, LLC
66,695$3.9M0.3%GrowthMediumSalt Lake City, UT2026-11-03
Arizona State Retirement System
65,471$3.8M0.0%IndexVery LowPhoenix, AZ2026-11-03
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
64,560$3.8M0.1%CoreHighTurin, Latvia2026-10-22
IFP Advisors, Inc
62,529$3.7M0.1%GrowthLowTampa, FL2026-10-16
Ritholtz Wealth Management
59,899$3.5M0.1%IndexLowNew York, NY2026-11-05
Fifth Third Bancorp
59,659$3.5M0.0%IndexVery LowCincinnati, OH2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
59,144$3.5M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
58,116$3.4M0.0%IndexLowEast Lansing, MI2026-10-27
Linden Thomas Advisory Services, LLC
57,533$3.4M0.3%CoreLowCharlotte, NC2026-10-19
Stackstone Wealth, LLC
56,643$3.3M0.3%CoreN/ADubuque, IA2026-10-19
Sterling Capital Management LLC
56,605$3.3M0.1%GARPMediumCharlotte, NC2026-10-22
Bokf, NA
55,757$3.3M0.0%CoreLowTulsa, OK2026-10-27
Gateway Investment Advisers LLC
53,921$3.1M0.0%GrowthLowCincinnati, OH2026-10-13
New Mexico Educational Retirement Board
52,155$3.0M0.1%IndexVery LowSanta Fe, NM2026-11-05
Strs Ohio
51,976$3.0M0.0%CoreMediumColumbus, OH2026-10-30
Oregon Public Employees Retirement Fund
51,368$3.0M0.0%IndexVery LowTigard, OR2026-10-30
Burney Co/
50,702$3.0M0.1%GARPMediumReston, VA2026-10-15
Truist Financial Corp
50,465$2.9M0.0%CoreLowCharlotte, NC2026-10-30
Sumitomo Mitsui Trust Group, Inc.
49,118$2.9M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Lifestyle Asset Management, Inc.
48,448$2.8M0.7%ETFHighFriendswood, TX2026-10-20
JLB & Associates Inc
48,184$2.6M0.4%CoreLowPlymouth, MI2026-10-27
China Universal Asset Management Co., Ltd.
45,210$2.7M0.1%GrowthMediumShanghai, France2026-10-28
Profund Advisors LLC
42,521$2.5M0.1%GrowthLowBethesda, MD2026-10-29
Hussman Strategic Advisors, Inc.
42,000$2.5M0.5%YieldVery HighEllicott City, MD2026-11-02
Concurrent Investment Advisors, LLC
40,638$2.4M0.0%GrowthMediumTampa, FL2026-10-16
Brighton Jones LLC
40,076$2.3M0.0%CoreVery LowSeattle, WA2026-11-03
Daiwa Securities Group Inc.
39,041$2.3M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Asset Management One Co., Ltd.
38,907$2.3M0.0%IndexVery LowTokyo, Mexico2026-10-27
Achmea Investment Management B.V.
38,500$2.3M0.0%CoreMediumZeist, Philippines2026-10-30
Xponance LLC
37,611$2.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
State of Alaska, Department of Revenue
35,614$2.1M0.0%CoreVery LowJuneau, AK2026-10-15
US Bancorp \de\
34,402$2.0M0.0%IndexLowMinneapolis, MN2026-11-05
FCG Investment Co
32,884$1.9M0.6%GrowthHighGermantown, TN2026-10-13
HB Wealth Management, LLC
32,516$1.9M0.0%IndexVery LowAtlanta, GA2026-10-23
Kestra Advisory Services, LLC
32,413$1.9M0.0%CoreLowAustin, TX2026-11-02
RFG Advisory, LLC
32,154$1.9M0.0%ETFMediumBirmingham, AL2026-11-03
New York Life Investment Management LLC
32,131$1.9M0.0%GrowthLowNew York, NY2026-11-04
Annex Advisory Services, LLC
29,572$1.7M0.0%GrowthHighBrookfield, WI2026-10-16
Kestra Investment Management, LLC
29,308$1.7M0.0%ETFMediumAustin, TX2026-11-04
Quadrant Capital Group LLC
29,006$1.7M0.0%CoreLowCincinnati, OH2026-10-20
NorthCrest Asset Manangement, LLC
28,886$1.7M0.0%GrowthLowPlymouth, MN2026-10-13
Private Client Services, LLC
28,539$1.7M0.4%ETFMediumLouisville, KY2026-10-02
Tealwood Asset Management Inc
27,555$1.6M1.4%GrowthMediumMinneapolis, MN2026-10-13
Vise Technologies, Inc.
27,248$1.6M0.0%IndexLowNew York, NY2026-10-29
WealthCare Asset Management, LLC
27,214$1.6M1.4%CoreHighSpringfield, MO2026-10-26
Grandfield & Dodd, LLC
27,029$1.6M0.1%CoreVery LowNew York, NY2026-10-29
Blue Capital, Inc.
26,933$1.6M1.0%CoreHighOmaha, NE2026-10-13
Eagle Harbor Asset Management Inc
24,504$1.4M1.1%GARPLowSeattle, WA2026-10-21
Mirae Asset Global Investments Co., Ltd.
23,999$1.4M0.0%GrowthLowSeoul, Malaysia2026-11-03
Novem Group
23,005$1.3M0.1%ETFMediumRochester, NY2026-10-19
Polaris Capital Management, LLC
22,700$1.3M0.1%Deep ValueLowBoston, MA2026-10-21
Point Nemo Capital, LLC
21,670$1.3M0.6%GARPVery HighDripping Springs, TX2026-11-03
Swiss Life Asset Management Ltd
20,621$1.2M0.0%CoreLowZurich, Switzerland2026-11-03
Canal Insurance Co
20,000$1.2M0.6%YieldVery LowGreenville, SC2026-10-20
Ifrah Financial Services, Inc.
19,654$1.1M0.3%ETFLowLittle Rock, AR2026-10-13
Krilogy Financial LLC
19,391$1.2M0.0%GrowthLowSt. Louis, MO2026-10-13
Chicago Partners Investment Group LLC
19,376$1.3M0.0%GARPLowChicago, IL2026-10-27
Brookstone Capital Management
19,260$1.1M0.0%ETFMediumWheaton, IL2026-10-22
Mezzasalma Advisors, LLC
19,194$1.1M0.2%GrowthLowTinton Falls, NJ2026-10-14
BankChampaign, National Association
19,131$1.1M0.9%GrowthMediumChampaign, IL2026-10-19
Archford Capital Strategies, LLC
18,985$1.1M0.1%GrowthMediumSwansea, IL2026-10-19
Farther Finance Advisors, LLC
18,290$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
ProShare Advisors LLC
18,007$1.1M0.0%GrowthLowBethesda, MD2026-10-29
Winnacle Wealth LLC
16,994$992.6K0.7%CoreMediumWaco, TX2026-10-15
J.M. Arbour, LLC
16,527$965.3K0.8%CoreHighGardiner, ME2026-11-05
Sidoxia Capital Management, LLC
16,385$957.0K0.7%GrowthLowNewport Beach, CA2026-10-28
Ashton Thomas Private Wealth, LLC
15,925$930.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Park Avenue Securities LLC
15,761$921.0K0.0%ETFMediumNew York, NY2026-10-26
Blue Trust, Inc.
15,307$894.1K0.0%ETFLowBrentwood, TN2026-10-15
Evergreen Capital Management LLC
15,183$886.8K0.0%GARPMediumBellevue, WA2026-10-23
Maryland State Retirement & Pension System
15,157$885.3K0.0%IndexVery LowBaltimore, MD2026-11-05
TFB Advisors LLC
15,145$884.6K0.4%ETFLowOverland Park, KS2026-11-02
Sanchez Gaunt Capital Management, LLC
14,776$863.1K0.5%ETFN/AReno, NV2026-11-03
Harel Insurance Investments & Financial Services Ltd.
14,230$831.0K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Kestra Private Wealth Services, LLC
14,186$828.6K0.0%GrowthLowAustin, TX2026-10-30
Values First Advisors, Inc.
14,144$826.1K0.4%CoreMediumJohnson City, TN2026-10-23
Resonant Capital Advisors, LLC
14,021$819.0K0.0%ETFLowMadison, WI2026-10-15
Cypress Capital, LLC
13,811$806.7K0.2%ETFMediumFranklin, TN2026-10-20
Ethic Inc.
13,657$797.7K0.0%CoreLowNew York, NY2026-11-03
Unique Wealth Strategies, LLC
13,508$735.0K0.3%CoreMediumBurr Ridge, IL2026-10-13
MacKenzie Financial Corp
13,472$786.9K0.0%CoreMediumToronto Ontario, Australia2026-11-02
TD Private Client Wealth LLC
12,346$721.1K0.0%ETFLowNew York, NY2026-10-28
Gamma Investing LLC
12,227$714.2K0.0%IndexVery LowFoster City, CA2026-10-08
RHS Financial, LLC
12,159$710.2K0.2%ETFMediumSan Francisco, CA2026-10-13
CoreCap Advisors, LLC
12,114$707.6K0.0%ETFMediumSouthfield, MI2026-10-08
Parcion Private Wealth LLC
11,432$667.7K0.0%CoreMediumBellevue, WA2026-10-28
Exchange Traded Concepts, LLC
11,164$652.1K0.0%GrowthMediumOklahoma City, OK2026-10-28
Elevatus Welath Management
11,048$645.2K0.2%GrowthHighVictor, NY2026-10-19
Compound Planning, Inc.
10,675$623.5K0.0%CoreLowNew York, NY2026-11-05
OP Asset Management Ltd
10,626$620.7K0.0%GrowthMediumHelsinki, Hungary2026-11-05
BridgePort Financial Solutions, LLC
10,476$611.9K0.1%ETFLowFairfield, IA2026-11-02
Stirlingshire Investments, Inc.
10,383$606.5K0.4%ETFMediumNew York, NY2026-11-05
Washington Trust Bank
10,383$606.5K0.0%CoreLowSpokane, WA2026-11-03
Alps Advisors Inc
10,323$603.0K0.0%YieldLowDenver, CO2026-11-03
Advisor OS, LLC
10,323$603.0K0.0%ETFMediumChicago, IL2026-11-03
Whalen Wealth Management Inc.
10,158$593.4K0.3%GrowthHighLas Vegas, NV2026-10-08
Lido Advisors, LLC
9,993$583.7K0.0%GrowthLowLos Angeles, CA2026-11-04
National Wealth Management Group, LLC
9,902$578.4K0.2%ETFMediumCincinnati, OH2026-10-26
Azzad Asset Management Inc
9,584$559.8K0.1%GrowthMediumFalls Church, VA2026-11-04
Motley Fool Asset Management LLC
9,539$557.2K0.0%GrowthMediumAlexandria, VA2026-10-27
Tucker Asset Management LLC
9,530$556.6K0.1%ETFMediumLittleton, CO2026-10-29
Fifth Third Wealth Advisors LLC
9,511$555.5K0.0%IndexVery LowCincinnati, OH2026-10-22
Parallel Advisors, LLC
9,456$552.3K0.0%IndexLowSan Francisco, CA2026-11-03
Signaturefd, LLC
9,400$549.1K0.0%IndexLowAtlanta, GA2026-10-23
Oakworth Capital, Inc.
9,175$535.9K0.0%ETFLowBirmingham, AL2026-10-26
Center For Asset Management LLC
9,048$528.5K0.2%ETFMediumPalm Beach Gardens, FL2026-10-16
Sowell Financial Services LLC
9,010$526.3K0.0%CoreLowNorth Little Rock, AR2026-10-23
Harbour Capital Advisors, LLC
9,010$526.3K0.1%GrowthLowTysons Corner, VA2026-10-13
Wedmont Private Capital
8,940$527.6K0.0%IndexVery LowWest Chester, PA2026-10-09
VestGen Advisors, LLC
8,887$519.1K0.0%GrowthMediumChicago, IL2026-10-27
BAM Wealth Management, LLC
8,808$514.5K0.3%ETFHighLakewood, CO2026-10-15
Spire Wealth Management
8,687$507.4K0.0%GrowthMediumMclean, VA2026-10-30
EverSource Wealth Advisors, LLC
8,644$504.9K0.0%CoreMediumBirmingham, AL2026-11-04
Citizens Financial Group Inc
8,459$494.1K0.0%GrowthLowProvidence, RI2026-10-23
Rossby Financial, LCC
8,449$493.5K0.1%ETFMediumMelbourne, FL2026-11-05
Post Resch Tallon Group Inc.
8,428$492.3K0.3%ETFLowPittsford, NY2026-10-09
Independent Financial Group, LLC
8,154$476.3K0.0%GrowthLowSan Diego, CA2026-10-13
Plancorp, LLC
8,126$563.9K0.0%ETFLowSaint Louis, MO2026-11-03
Verdence Capital Advisors LLC
8,097$472.9K0.0%CoreMediumHunt Valley, MD2026-10-26
CIBC Asset Management Inc
8,031$469.1K0.0%GARPLowToronto, South Africa2026-11-05
Praxis Investment Management Inc
8,010$468.0K0.1%CoreLowGoshen, IN2026-11-03
Atria Investments, Inc
8,003$467.5K0.0%CoreMediumCharlotte, NC2026-10-15
Heritage Investors Management Corp
7,644$446.0K0.0%CoreVery LowBethesda, MD2026-10-29
North Dakota State Investment Board
7,607$444.3K0.0%GrowthMediumBismarck, ND2026-10-27
Curated Wealth Partners LLC
7,504$438.3K0.0%GARPLowEl Segundo, CA2026-10-15
Allegiance Financial Group Advisory Services LLC
7,267$424.5K0.1%ETFLowVienna, VA2026-11-02
AlphaCore Capital LLC
7,233$422.5K0.0%ETFLowLa Jolla, CA2026-11-04
Koshinski Asset Management, Inc.
7,072$413.1K0.0%ETFLowDecatur, IL2026-10-29
TD Waterhouse Canada Inc.
6,959$403.7K0.0%CoreLowToronto, Australia2026-10-16
Balefire, LLC
6,855$400.4K0.1%ETFMediumDallas, TX2026-10-09
Ascent Group, LLC
6,840$399.5K0.0%CoreLowVirginia Beach, VA2026-10-30
Plato Investment Management Ltd
6,764$396.6K0.0%CoreLowSydney, China2026-11-05
Yorktown Management & Research Co Inc
6,650$388.4K0.3%MomentumMediumForest, VA2026-10-28
Essential Partners LLC
6,552$382.7K0.2%ValueMediumRancho Santa Fe, CA2026-10-14
Mission Wealth Management, LP
6,285$367.1K0.0%ETFLowSanta Barbara, CA2026-10-15
Perigon Wealth Management, LLC
6,213$362.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Moneco Advisors, LLC
6,178$360.9K0.0%ETFLowFairfield, CT2026-11-05
J.W. Cole Advisors, Inc.
5,982$349.4K0.0%IndexLowTampa, FL2026-11-05
Stonehaven Wealth & TAX Solutions, LLC
5,877$343.3K0.3%ETFLowAppleton, WI2026-10-22
SYM Financial Corp
5,869$342.8K0.0%ETFVery LowWinona Lake, IN2026-10-26
GF Fund Management Co. Ltd.
5,865$342.6K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,838$341.0K0.0%GrowthVery LowSeattle, WA2026-10-27
Sapient Capital LLC
5,658$330.5K0.0%GrowthMediumIndianapolis, IN2026-10-08
B. Riley Wealth Advisors, Inc.
5,633$329.0K0.0%GrowthLowMemphis, TN2026-10-13
Diversify Advisory Services, LLC
5,593$351.4K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
5,593$351.4K0.0%GrowthMediumSandy, UT2026-10-20
Hennion & Walsh Asset Management, Inc.
5,570$325.3K0.0%ValueMediumParsippany, NJ2026-10-13
Childress Capital Advisors, LLC
5,471$319.6K0.0%GARPMediumHouston, TX2026-10-28
Brady Martz Wealth Solutions, LLC
5,464$319.2K0.0%ETFLowGrand Forks, ND2026-11-05
Quartz Partners, LLC
5,439$317.7K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Moss Adams Wealth Advisors LLC
5,423$316.8K0.0%ETFLowSeattle, WA2026-10-28
Retirement Guys Formula LLC
5,253$306.8K0.1%CoreMediumMaumee, OH2026-10-26
Pinnacle Associates LTD
5,195$303.4K0.0%CoreLowNew York, NY2026-10-20
Graetz Wealth LLC
5,023$293.4K0.2%ETFMediumJenison, MI2026-10-27
Signal Advisors Wealth, LLC
5,012$292.8K0.0%ETFLowDetroit, MI2026-10-13
PSP Research LLC
5,000$292.1K0.2%ETFMediumLas Vegas, NV2026-10-21
OpenArc Corporate Advisory, LLC
4,958$289.6K0.0%GrowthLowAtlanta, GA2026-10-21
Northwest Wealth Management, LLC
4,890$285.6K0.0%ETFLowSpencer, IA2026-10-30
Soltis Investment Advisors LLC
4,868$284.3K0.0%CoreMediumSt. George, UT2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
4,795$280.1K0.0%GrowthLowRed Bank, NJ2026-10-23
Stonehearth Capital Management, LLC
4,575$267.2K0.1%ETFMediumDanvers, MA2026-10-13
Daymark Wealth Partners, LLC
4,533$264.8K0.0%CoreLowCincinnati, OH2026-11-04
Larson Financial Group LLC
4,506$263.2K0.0%GrowthLowSt Louis, MO2026-11-05
Greenleaf Trust
4,363$254.8K0.0%CoreLowKalamazoo, MI2026-10-29
Ramiah Investment Group
4,290$250.6K0.2%ETFHighBrookfield, WI2026-10-20
Apella Capital, LLC
4,272$249.7K0.0%ETFVery LowWest Hartford, CT2026-10-08
180 Wealth Advisors, LLC
4,250$248.2K0.0%CoreLowFederal Way, WA2026-11-03
Signature Equity Partners, LLC
4,134$241.5K0.1%GrowthMediumColumbus, OH2026-10-29
Brindle & Bay Financial Advisors, LLC
4,105$239.8K0.1%ETFMediumFrisco, TX2026-10-15
Altura Wealth Advisors Inc.
4,092$239.0K0.1%GrowthLowSanta Clara, CA2026-10-22
Calamos Wealth Management LLC
4,000$233.6K0.0%GrowthMediumNaperville, IL2026-11-02
Florida Trust Wealth Management Co
4,000$233.6K0.0%CoreVery LowSanibel, FL2026-11-05
Simplex Trading, LLC
3,991$233.1K0.0%CoreVery HighChicago, IL2026-11-04
Capital Square, LLC
3,976$232.2K0.1%YieldMediumAthens, TN2026-10-19
Sagespring Wealth Partners, LLC
3,869$226.0K0.0%ETFLowFranklin, TN2026-10-22
Goldstein Advisors, LLC
3,859$225.4K0.0%ETFMediumMadison, WI2026-10-15
Wealthcare Advisory Partners LLC
3,852$225.0K0.0%ETFLowWest Chester, PA2026-10-21
Elevation Point Wealth Partners, LLC
3,848$224.8K0.0%CoreHighDenver, CO2026-11-05
Cypress Point Wealth Management, LLC
3,812$222.7K0.0%ETFLowDallas, TX2026-11-03
Riversedge Advisors, LLC
3,753$219.2K0.0%ETFMediumWilmington, DE2026-10-09
Symphony Financial, Ltd. Co.
3,519$205.5K0.0%GrowthLowHouston, TX2026-10-22
Badgley Phelps Wealth Managers, LLC
3,500$204.4K0.0%GrowthVery LowSeattle, WA2026-10-22
Laurel Wealth Advisors LLC
3,000$175.2K0.0%CoreVery LowCharlotte, NC2026-10-27
True Wealth Design, LLC
2,761$161.3K0.0%ETFMediumAkron, OH2026-10-13
Steph & Co
2,548$148.8K0.0%ETFLowMarinette, WI2026-10-07
Root Financial Partners, LLC
2,384$139.2K0.0%ETFMediumEncinitas, CA2026-10-21
Versant Capital Management, Inc
2,330$136.1K0.0%GARPLowPhoenix, AZ2026-10-02
StrongBox Wealth, LLC
2,273$132.8K0.0%GrowthLowLee'S Summit, MO2026-11-02
Cullen T Bankers, Inc.
2,185$127.6K0.0%GrowthLowSan Antonio, TX2026-10-28
CX Institutional
2,145$1250.0%CoreMediumAuburn, IN2026-10-02
WPG Advisers, LLC
2,056$120.1K0.1%CoreLowBaltimore, MD2026-10-27
CFG Wealth Management Services, Inc.
2,000$115.9K0.1%ETFLowIndianapolis, XX2026-10-21
Harbor Capital Advisors, Inc.
1,799$105.0K0.0%ValueHighChicago, IL2026-10-22
Parkside Financial Bank & Trust
1,713$100.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Reyes Financial Architecture, Inc.
1,654$96.6K0.1%ETFVery HighSan Diego, CA2026-10-22
MassMutual Private Wealth & Trust, FSB
1,480$86.4K0.0%CoreLowSpringfield, MA2026-10-05
Leonteq Securities AG
1,378$80.5K0.0%CoreHighZurich, Switzerland2026-10-29
Harbor Investment Advisory, LLC
1,288$75.2K0.0%GrowthLowLutherville, MD2026-10-13
North Star Investment Management Corp.
1,260$73.6K0.0%CoreLowChicago, IL2026-10-27
Heritage Family Offices, LLP
1,236$72.2K0.0%GrowthHighScottsdale, AZ2026-11-02
V-Square Quantitative Management LLC
1,037$60.6K0.0%CoreLowChicago, IL2026-10-15
Sarver Vrooman Wealth Advisors
1,029$60.1K0.0%ETFMediumKansas City, MO2026-10-01
Provenance Wealth Advisors, LLC
1,020$59.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
MB, Levis & Associates, LLC
1,000$58.4K0.0%ETFVery LowCenter Valley, PA2026-10-16
First Horizon Corp
993$58.0K0.0%CoreLowMemphis, TN2026-10-26
Mitsubishi UFJ Asset Management Co., Ltd.
851$49.7K0.0%IndexVery LowTokyo, Mexico2026-11-05
SJS Investment Consulting Inc.
821$48.0K0.0%ETFVery LowSylvania, OH2026-10-26
Covestor Ltd
791$46.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Central Trust Co
784$45.8K0.0%CoreLowJefferson City, MO2026-11-05
Cassaday & Co Wealth Management LLC
765$44.7K0.0%ETFVery LowMclean, VA2026-10-27
Mather Group, Llc.
757$44.2K0.0%ETFMediumChicago, IL2026-10-14
Costello Asset Management, Inc
750$43.8K0.0%CoreLowFeasterville, PA2026-10-30
Capital Advisors, Ltd. LLC
731$43.0K0.0%ETFLowShaker Heights, OH2026-10-27
Gen-Wealth Partners Inc
648$37.9K0.0%CoreLowZeeland, MI2026-11-04
Richardson Financial Services Inc.
625$36.5K0.0%GrowthMediumMedway, MA2026-10-30
Lloyd Advisory Services, Llc.
562$32.8K0.0%ETFVery HighSuwanee, GA2026-11-02
Highline Wealth Partners LLC
514$30.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Activest Wealth Management
471$27.5K0.0%ETFLowAventura, FL2026-10-15
Cape Investment Advisory, Inc.
471$27.5K0.0%ETFLowMcdonough, GA2026-10-13
Private Trust Co NA
429$25.1K0.0%CoreLowCleveland, OH2026-10-20
Kingdom Financial Group Llc.
404$23.6K0.0%ETFMediumPeoria, AZ2026-11-04
Archer Investment Corp
400$23.4K0.0%CoreMediumCarmel, IN2026-11-05
Rachor Investment Advisory Services, LLC
400$23.4K0.0%ETFVery LowLinden, MI2026-10-29
Fulcrum Asset Management LLP
397$23.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
Atwood & Palmer Inc
395$23.1K0.0%CoreVery LowKansas City, MO2026-10-08
Acumen Wealth Advisors, LLC
394$23.0K0.0%GrowthHighChattanooga, TN2026-11-05
Fortitude Family Office, LLC
370$21.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Byrne Asset Management LLC
357$20.7K0.0%CoreLowKingston, NJ2026-10-06
Silver Grove Financial Group, Inc.
332$19.4K0.0%CoreMediumOrchard Park, NY2026-11-05
SBI Securities Co., Ltd.
332$19.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Elyxium Wealth, LLC
325$19.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
PFS Partners, LLC
306$17.9K0.0%ETFVery LowMine Hill, NJ2026-10-21
JFS Wealth Advisors, LLC
293$17.1K0.0%ETFVery LowHermitage, PA2026-11-03
Private Wealth Management Group, LLC
287$16.8K0.0%ETFLowPrinceton, NJ2026-10-19
Pinnacle Wealth Planning Services, Inc.
275$16.1K0.0%GARPLowMansfield, OH2026-10-27
Creative Financial Designs Inc
269$15.7K0.0%ETFMediumKokomo, IN2026-11-04
Farmers & Merchants Investments Inc
230$13.4K0.0%CoreVery LowLincoln, NE2026-10-22
Montag A & Associates Inc
210$12.3K0.0%CoreLowAtlanta, GA2026-10-29
Jacobi Capital Management LLC
200$11.7K0.0%CoreLowPittston, PA2026-11-05
Lodestone Wealth Management LLC
200$11.7K0.0%CoreLowSpokane, WA2026-10-14
Bell Investment Advisors, Inc
193$11.3K0.0%ETFVery LowOrinda, CA2026-10-29
Bullock Wealth Management Group
172$10.0K0.0%GrowthLowBloomington, IN2026-10-09
Meriwether Wealth & Planning, LLC
163$9.5K0.0%ETFMediumMinden, LA2026-10-13
Avion Wealth
160$90.0%ETFLowThe Woodlands, TX2026-11-04
Valued Wealth Advisors LLC
152$8.9K0.0%IndexVery LowHolladay, UT2026-11-05
Key FInancial Inc
150$8.8K0.0%ETFLowWest Chester, PA2026-11-02
Quest 10 Wealth Builders, Inc.
136$7.9K0.0%ETFLowFuquay-Varina, VA2026-11-02
Montgomery Financial Services LLC
129$7.5K0.0%ETFN/AOcean City, MD2026-11-03
CGC Financial Services, LLC
128$7.5K0.0%ETFLowLake Oswego, OR2026-10-13
Phillip James Consulting Co.
125$7.3K0.0%ETFVery HighPlymouth, MN2026-11-03
Blume Capital Management, Inc.
115$6.7K0.0%CoreMediumBerkeley, CA2026-10-26
Mascoma Wealth Management LLC
100$5.8K0.0%ETFVery LowHanover, NH2026-10-23
Jnba Financial Advisors
100$5.8K0.0%ETFMediumBloomington, MN2026-11-03
Markowski Investments
100$5.8K0.0%ETFN/ATampa, FL2026-10-30
Cromwell Holdings LLC
97$5.7K0.0%IndexLowJackson, WY2026-10-28
Hager Investment Management Services, LLC
95$5.5K0.0%GrowthMediumNew London, NH2026-11-04
Golden State Wealth Management, LLC
90$5.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Hughes Financial Services, LLC
87$5.8K0.0%ETFLowHerndon, VA2026-10-30
Pittenger & Anderson Inc
80$4.7K0.0%CoreLowLincoln, NE2026-11-02
Navigoe, LLC
72$40.0%ETFVery LowRedondo Beach, CA2026-11-04
Country Trust Bank
69$4.0K0.0%GrowthLowBloomington, IL2026-10-30
Networth Advisors, LLC
68$4.0K0.0%ETFMediumCanonsburg, PA2026-11-03
Creative Capital Management Investments LLC
65$3.8K0.0%ETFLowSan Diego, CA2026-10-28
Bay Harbor Wealth Management, LLC
63$3.7K0.0%ETFMediumHunt Valley, MD2026-11-03
USA Financial Formulas
61$3.6K0.0%ETFVery HighAda, MI2026-10-16
Physician Wealth Advisors, Inc.
58$3.4K0.0%ETFMediumMidvale, UT2026-10-20
DiNuzzo Private Wealth, Inc.
52$3.0K0.0%ETFLowBeaver, PA2026-10-16
Smallwood Wealth Investment Management, LLC
49$2.9K0.0%ETFVery LowRed Bank, NJ2026-10-30
Key Capital Management, Inc
49$2.9K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Cedar Mountain Advisors, LLC
46$2.7K0.0%ETFVery LowLake Oswego, OR2026-10-15
Moisand Fitzgerald Tamayo, LLC
45$2.6K0.0%ETFVery LowOrlando, FL2026-10-15
James T. Borello RIA
45$2.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Retirement Wealth Solutions LLC
44$2.6K0.0%ETFLowMarshfield, WI2026-10-07
UMB Private Wealth Management, LLC
44$2.6K0.0%GrowthN/AKansas City, MO2026-10-19
First Command Advisory Services, Inc.
38$2.2K0.0%IndexLowFort Worth, TX2026-11-05
Elevation Wealth Partners, LLC
37$2.2K0.0%ETFLowWalnut Creek, CA2026-10-07
Bare Financial Services, Inc
36$2.1K0.0%ETFVery LowGap, PA2026-11-04
MJT & Associates Financial Advisory Group, Inc.
31$1.8K0.0%ETFLowMontevideo, MN2026-10-07
Manchester Capital Management LLC
29$1.7K0.0%CoreLowManchester, VT2026-10-22
Winthrop Capital Management, LLC
26$1.5K0.0%ETFLowCarmel, IN2026-11-05
Evolution Wealth Management Inc.
25$1.5K0.0%ETFMediumFort Myers, FL2026-10-28
Valley National Advisers Inc
25$1.5K0.0%ETFLowBethlehem, PA2026-10-23
Mosley Wealth Management
20$1.3K0.0%ETFHighAnaheim, CA2026-10-16
Financial Management Professionals, Inc.
16$9350.0%ETFMediumAustin, TX2026-10-23
Torren Management, LLC
16$9350.0%ETFMediumSan Diego, CA2026-10-29
Rakuten Securities, Inc.
15$8760.0%Agg GrowthHighTokyo, Mexico2026-11-02
Brown, Lisle Ings, Inc.
14$8180.0%CoreVery LowProvidence, RI2026-10-16
Marquette Asset Management, LLC
14$8180.0%ETFVery LowMinneapolis, MN2026-10-09
Owl Creek Wealth Partners LLC
10$5850.0%IndexLowGreenwood Village, CO2026-10-20
DecisionPoint Financial, LLC
10$5800.0%ETFVery LowMesa, AZ2026-10-27
Sunrise Financial Services, LLC
9$5260.0%ETFMediumBurien, WA2026-10-21
Quaker Wealth Management, LLC
9$5260.0%ETFMediumMoorestown, NJ2026-10-22
GHP Investment Advisors, Inc.
9$5260.0%CoreVery LowDenver, CO2026-10-15
American Capital Advisory, LLC
7$4090.0%ETFLowKetchum, ID2026-10-28
Planning Strategies Inc.
7$4090.0%ETFN/ALancaster, PA2026-10-02
MV Capital Management, Inc.
6$3510.0%ETFLowBethesda, MD2026-10-29
Proathlete Wealth Management LLC
4$2330.0%ETFVery LowBoca Raton, FL2026-10-15
Godsey & Gibb, Inc
4$2340.0%CoreLowRichmond, VA2026-10-14
Maryland Capital Advisors Inc.
3$1760.0%ETFVery LowChester, MD2026-10-15
Davis Capital Management
2$1170.0%CoreLowJacksonville, FL2026-10-08
Nfsg Corp
1$580.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Signature Resources Capital Management, LLC
1$580.0%ETFLowNewport Beach, CA2026-10-16