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Exlservice Holdings Inc (EXLS)

CUSIP: 302081104 | NYSE | Technology · Information Technology Services | Mid Cap | 1222 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

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

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFMR LLC18,225,63512.0%New 5%+ stakeSep 30, 202613,885,274 sh (Jun 30, 2026)
13G/AFMR LLC18,225,635
12.0% of class · Sep 30, 2026New 5%+ stake
13,885,274 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,050,049
0.0% of portfolio›$104.9M
Fort Washington Investment Advisors Inc1,775,966
0.3% of portfolio›$61.1M
Allspring Global Investments Holdings, LLC1,397,701
0.1% of portfolio›$51.0M
Bank of New York Mellon Corp912,616
0.0% of portfolio›$31.4M
Citigroup Inc833,077
0.0% of portfolio›$28.6M
Fenimore Asset Management Inc694,432
0.5% of portfolio›$23.9M
Eulav Asset Management584,065
0.7% of portfolio›$20.1M
Tributary Capital Management, LLC583,146
1.8% of portfolio›$20.0M
Congress Asset Management Co537,766
0.1% of portfolio›$18.5M
Ashoka WhiteOak Capital Pte Ltd421,890
4.2% of portfolio›$14.5M
Buck Wealth Strategies, LLC414,654
1.4% of portfolio›$14.3M
Principal Financial Group Inc347,905
0.0% of portfolio›$12.0M
Leeward Investments, LLC - MA273,421
0.5% of portfolio›$9.4M
Thrivent Financial for Lutherans246,574
0.0% of portfolio›$8.5M
Nicholas Company, Inc.227,936
0.1% of portfolio›$7.8M
Retirement Systems of Alabama225,979
0.0% of portfolio›$7.8M
GHP Investment Advisors, Inc.205,333
0.3% of portfolio›$7.1M
Foyston, Gordon & Payne Inc194,312
1.3% of portfolio›$6.7M
Summit Creek Advisors LLC185,351
2.5% of portfolio›$6.4M
Crossmark Global Holdings, Inc.182,566
0.1% of portfolio›$6.3M
Mutual of America Capital Management LLC173,066
0.1% of portfolio›$6.0M
Swedbank AB160,000
0.0% of portfolio›$5.5M
Kestrel Investment Management Corp158,800
3.1% of portfolio›$5.5M
Univest Financial Corp142,985
0.2% of portfolio›$4.9M
Campbell Newman Asset Management Inc126,287
0.3% of portfolio›$4.3M
Bridge City Capital, LLC123,298
0.9% of portfolio›$4.2M
Wealth Enhancement Advisory Services, LLC116,738
0.0% of portfolio›$3.4M
Y-Intercept (Hong Kong) Ltd116,495
0.1% of portfolio›$4.0M
Mitsubishi UFJ Asset Management Co., Ltd.101,793
0.0% of portfolio›$3.5M
John G Ullman & Associates Inc95,800
0.4% of portfolio›$3.3M
Oak Thistle LLC92,591
0.3% of portfolio›$3.2M
Virginia Retirement Systems ET Al85,600
0.0% of portfolio›$2.9M
Livforsakringsbolaget Skandia, Omsesidigt85,400
0.1% of portfolio›$2.9M
Creative Planning78,841
0.0% of portfolio›$2.7M
Pembroke Management, LTD76,662
0.3% of portfolio›$2.6M
Amalgamated Bank69,986
0.0% of portfolio›$2.4M
Jefferies Financial Group Inc.61,954
0.0% of portfolio›$2.1M
State of New Jersey Common Pension Fund D53,086
0.0% of portfolio›$1.8M
Fifth Third Bancorp49,986
0.0% of portfolio›$1.7M
New York State Teachers Retirement System46,352
0.0% of portfolio›$1.6M
OP Asset Management Ltd46,308
0.0% of portfolio›$1.6M
Linden Thomas Advisory Services, LLC46,083
0.1% of portfolio›$1.6M
Diversify Advisory Services, LLC45,086
0.0% of portfolio›$1.8M
Diversify Wealth Management, LLC45,086
0.0% of portfolio›$1.8M
Louisiana State Employees Retirement System45,000
0.0% of portfolio›$1.5M
Arizona State Retirement System41,958
0.0% of portfolio›$1.4M
Azzad Asset Management Inc40,690
0.1% of portfolio›$1.4M
Yousif Capital Management, LLC39,588
0.0% of portfolio›$1.4M
Hennion & Walsh Asset Management, Inc.37,822
0.0% of portfolio›$1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS36,189
0.0% of portfolio›$1.2M
State of Michigan Retirement System35,600
0.0% of portfolio›$1.2M
DekaBank Deutsche Girozentrale35,448
0.0% of portfolio›$1.2M
AMI Asset Management Corp35,039
0.1% of portfolio›$1.2M
Exchange Traded Concepts, LLC34,452
0.0% of portfolio›$1.2M
New Mexico Educational Retirement Board34,000
0.1% of portfolio›$1.2M
Financiere des Professionnels - Fonds d'investissement inc.33,195
0.1% of portfolio›$1.1M
Vise Technologies, Inc.32,354
0.0% of portfolio›$1.1M
Oregon Public Employees Retirement Fund31,368
0.0% of portfolio›$1.1M
NorthCrest Asset Manangement, LLC24,515
0.0% of portfolio›$903.9K
Pictet Asset Management Holding SA24,010
0.0% of portfolio›$825.5K
Truist Financial Corp23,394
0.0% of portfolio›$804.3K
Xponance LLC22,630
0.0% of portfolio›$778.0K
Concurrent Investment Advisors, LLC22,434
0.0% of portfolio›$771.3K
Clear Creek Financial Management, LLC21,895
0.1% of portfolio›$752.8K
State of Alaska, Department of Revenue20,344
0.0% of portfolio›$698.0K
Inspire Investing, LLC18,421
0.0% of portfolio›$633.3K
Swiss Life Asset Management Ltd16,070
0.0% of portfolio›$552.5K
Hudson Edge Investment Partners Inc.15,474
0.1% of portfolio›$532.0K
Sheets Smith Wealth Management15,264
0.1% of portfolio›$524.8K
Quadrant Capital Group LLC14,459
0.0% of portfolio›$537.9K
State of Wyoming13,831
0.0% of portfolio›$475.5K
Gamma Investing LLC13,037
0.0% of portfolio›$448.2K
Trust Point Inc.12,999
0.0% of portfolio›$446.9K
US Bancorp \de\12,613
0.0% of portfolio›$433.6K
Yorktown Management & Research Co Inc12,100
0.3% of portfolio›$416.0K
Central Pacific Bank - Trust Division11,763
0.0% of portfolio›$404.4K
HUB Investment Partners, LLC11,441
0.0% of portfolio›$393.3K
Atria Investments, Inc10,523
0.0% of portfolio›$361.8K
Gibbs Wealth Management10,402
0.0% of portfolio›$357.6K
HB Wealth Management, LLC9,798
0.0% of portfolio›$336.9K
Compass Ion Advisors, LLC9,725
0.0% of portfolio›$334.3K
Evergreen Capital Management LLC9,676
0.0% of portfolio›$332.7K
Ritholtz Wealth Management9,407
0.0% of portfolio›$323.4K
Park Avenue Securities LLC9,085
0.0% of portfolio›$312.0K
Carnegie Investment Counsel8,750
0.0% of portfolio›$300.8K
Fifth Third Wealth Advisors LLC8,454
0.0% of portfolio›$290.6K
Brucke Financial, Inc.7,961
0.1% of portfolio›$273.7K
Portside Wealth Group, LLC7,791
0.0% of portfolio›$267.9K
Maryland State Retirement & Pension System7,691
0.0% of portfolio›$264.4K
Kestra Advisory Services, LLC7,634
0.0% of portfolio›$262.5K
Boston Trust Walden Corp7,500
0.0% of portfolio›$257.9K
Ethic Inc.7,486
0.0% of portfolio›$257.4K
Alliance Wealth Advisors, LLC7,309
0.0% of portfolio›$251.3K
Commonwealth Equity Services, LLC6,759
0.0% of portfolio›$232.4K
Nisa Investment Advisors, LLC6,527
0.0% of portfolio›$224.4K
Legacy Capital Wealth Partners, LLC6,380
0.0% of portfolio›$219.3K
Riverwater Partners LLC6,285
0.1% of portfolio›$216.1K
OpenArc Corporate Advisory, LLC6,102
0.0% of portfolio›$209.8K
Mitsubishi UFJ Asset Management (UK) Ltd.6,000
0.3% of portfolio›$206.0K
Strs Ohio5,921
0.0% of portfolio›$203.6K
Fulcrum Asset Management LLP5,547
0.0% of portfolio›$191.8K
TD Private Client Wealth LLC4,784
0.0% of portfolio›$164.5K
KBC Group NV4,440
0.0% of portfolio›$153.0K
Alta Capital Management LLC/4,044
0.0% of portfolio›$139.0K
Sterling Capital Management LLC3,663
0.0% of portfolio›$125.9K
Parallel Advisors, LLC3,649
0.0% of portfolio›$125.4K
MeadowBrook Investment Advisors LLC3,450
0.1% of portfolio›$148.0K
Blue Trust, Inc.3,424
0.0% of portfolio›$117.7K
Heritage Family Offices, LLP2,745
0.0% of portfolio›$94.4K
EverSource Wealth Advisors, LLC2,710
0.0% of portfolio›$93.2K
Caitong International Asset Management Co., Ltd2,642
0.0% of portfolio›$90.8K
Versant Capital Management, Inc2,261
0.0% of portfolio›$77.7K
Signaturefd, LLC2,186
0.0% of portfolio›$75.1K
Covestor Ltd2,169
0.1% of portfolio›$75.0K
Farther Finance Advisors, LLC2,107
0.0% of portfolio›$72.4K
Spire Wealth Management1,934
0.0% of portfolio›$66.5K
GK Wealth Management LLC1,686
0.0% of portfolio›$58.0K
Signature Equity Partners, LLC1,337
0.0% of portfolio›$46.0K
Pinnacle Wealth Planning Services, Inc.1,333
0.0% of portfolio›$45.8K
Private Trust Co NA918
0.0% of portfolio›$31.6K
V-Square Quantitative Management LLC900
0.0% of portfolio›$30.9K
Parkside Financial Bank & Trust766
0.0% of portfolio›$26.3K
Mather Group, Llc.668
0.0% of portfolio›$23.0K
Root Financial Partners, LLC649
0.0% of portfolio›$22.3K
Assetmark, Inc584
0.0% of portfolio›$20.1K
CoreCap Advisors, LLC500
0.0% of portfolio›$17.2K
Summit Securities Group LLC491
0.0% of portfolio›$16.9K
SJS Investment Consulting Inc.472
0.0% of portfolio›$16.2K
True Wealth Design, LLC472
0.0% of portfolio›$16.2K
Cedar Mountain Advisors, LLC372
0.0% of portfolio›$12.8K
IFP Advisors, Inc363
0.0% of portfolio›$12.5K
Owl Creek Wealth Partners LLC360
0.0% of portfolio›$12.4K
MassMutual Private Wealth & Trust, FSB357
0.0% of portfolio›$12.3K
Fortitude Family Office, LLC347
0.0% of portfolio›$11.9K
Proathlete Wealth Management LLC290
0.0% of portfolio›$10.0K
Elevation Wealth Partners, LLC178
0.0% of portfolio›$6.1K
First Horizon Corp148
0.0% of portfolio›$5.1K
Harbor Capital Advisors, Inc.140
0.0% of portfolio›$5
Highline Wealth Partners LLC139
0.0% of portfolio›$4.8K
Farmers & Merchants Investments Inc138
0.0% of portfolio›$4.7K
Bell Investment Advisors, Inc130
0.0% of portfolio›$4.5K
Larson Financial Group LLC127
0.0% of portfolio›$4.4K
MJT & Associates Financial Advisory Group, Inc.126
0.0% of portfolio›$4.3K
Bare Financial Services, Inc114
0.0% of portfolio›$3.9K
SBI Securities Co., Ltd.108
0.0% of portfolio›$3.7K
JFS Wealth Advisors, LLC92
0.0% of portfolio›$3.2K
Retirement Wealth Solutions LLC91
0.0% of portfolio›$3.1K
Cullen T Bankers, Inc.78
0.0% of portfolio›$2.7K
Clark Wealth Partners68
0.0% of portfolio›$2.3K
High Note Wealth, LLC54
0.0% of portfolio›$1.9K
Pension & Wealth Management Advisors, Inc.52
0.0% of portfolio›$1.8K
Creative Capital Management Investments LLC39
0.0% of portfolio›$1.3K
Toth Financial Advisory Corp38
0.0% of portfolio›$1.3K
Smallwood Wealth Investment Management, LLC33
0.0% of portfolio›$1.1K
Elyxium Wealth, LLC31
0.0% of portfolio›$1.1K
Financial Network Wealth Advisors LLC30
0.0% of portfolio›$1.0K
WPG Advisers, LLC28
0.0% of portfolio›$963
Provenance Wealth Advisors, LLC28
0.0% of portfolio›$963
USA Financial Formulas26
0.0% of portfolio›$894
Bay Harbor Wealth Management, LLC25
0.0% of portfolio›$860
Cromwell Holdings LLC24
0.0% of portfolio›$825
Jacobi Capital Management LLC22
0.0% of portfolio›$756
Trust Co of Vermont20
0.0% of portfolio›$688
Private Wealth Management Group, LLC20
0.0% of portfolio›$688
DiNuzzo Private Wealth, Inc.19
0.0% of portfolio›$654
Valley National Advisers Inc19
0.0% of portfolio›$654
Essential Partners LLC19
0.0% of portfolio›$653
Leonteq Securities AG14
0.0% of portfolio›$481
Rossby Financial, LCC14
0.0% of portfolio›$481
James T. Borello RIA13
0.0% of portfolio›$447
Hughes Financial Services, LLC13
0.0% of portfolio›$535
Meriwether Wealth & Planning, LLC12
0.0% of portfolio›$413
Planning Strategies Inc.8
0.0% of portfolio›$275
MV Capital Management, Inc.7
0.0% of portfolio›$241
DecisionPoint Financial, LLC7
0.0% of portfolio›$256
Quaker Wealth Management, LLC6
0.0% of portfolio›$207
Central Trust Co6
0.0% of portfolio›$204
Rakuten Securities, Inc.5
0.0% of portfolio›$172
3 Factor Indexing, LLC3
0.0% of portfolio›$104
TFC Financial Management, Inc.1
0.0% of portfolio›$35
Signature Resources Capital Management, LLC1
0.0% of portfolio›$34
Maryland Capital Advisors Inc.1
0.0% of portfolio›$35
Concord Wealth Partners1
0.0% of portfolio›$34
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$11
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,050,049$104.9M0.0%IndexLowAustin, TX2026-11-04
Fort Washington Investment Advisors Inc
1,775,966$61.1M0.3%CoreLowCincinnati, OH2026-10-15
Allspring Global Investments Holdings, LLC
1,397,701$51.0M0.1%CoreMediumCharlotte, NC2026-11-04
Bank of New York Mellon Corp
912,616$31.4M0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
833,077$28.6M0.0%CoreMediumNew York, NY2026-11-04
Fenimore Asset Management Inc
694,432$23.9M0.5%CoreLowCobleskill, NY2026-10-08
Eulav Asset Management
584,065$20.1M0.7%GrowthMediumSarasota, FL2026-10-23
Tributary Capital Management, LLC
583,146$20.0M1.8%ValueMediumOmaha, NE2026-10-28
Congress Asset Management Co
537,766$18.5M0.1%GrowthMediumBoston, MA2026-10-06
Ashoka WhiteOak Capital Pte Ltd
421,890$14.5M4.2%Deep ValueMediumSingapore, Turkey2026-10-28
Buck Wealth Strategies, LLC
414,654$14.3M1.4%ValueMediumDenver, CO2026-10-28
Principal Financial Group Inc
347,905$12.0M0.0%CoreLowDes Moines, IA2026-11-02
Leeward Investments, LLC - MA
273,421$9.4M0.5%Deep ValueLowBoston, MA2026-10-23
Thrivent Financial for Lutherans
246,574$8.5M0.0%GARPMediumMinneapolis, MN2026-11-05
Nicholas Company, Inc.
227,936$7.8M0.1%CoreLowMilwaukee, WI2026-11-05
Retirement Systems of Alabama
225,979$7.8M0.0%IndexLowMontgomery, AL2026-11-04
GHP Investment Advisors, Inc.
205,333$7.1M0.3%CoreVery LowDenver, CO2026-10-15
Foyston, Gordon & Payne Inc
194,312$6.7M1.3%CoreMediumToronto, Australia2026-11-02
Summit Creek Advisors LLC
185,351$6.4M2.5%GARPLowMinneapolis, MN2026-11-03
Crossmark Global Holdings, Inc.
182,566$6.3M0.1%GARPMediumHouston, TX2026-10-21
Mutual of America Capital Management LLC
173,066$6.0M0.1%IndexLowNew York, NY2026-10-23
Swedbank AB
160,000$5.5M0.0%GrowthLowStockholm, Sweden2026-10-27
Kestrel Investment Management Corp
158,800$5.5M3.1%Deep ValueMediumSan Mateo, CA2026-11-02
Univest Financial Corp
142,985$4.9M0.2%GrowthLowSouderton, PA2026-11-05
Campbell Newman Asset Management Inc
126,287$4.3M0.3%GrowthMediumMilwaukee, WI2026-10-22
Bridge City Capital, LLC
123,298$4.2M0.9%ValueMediumLake Oswego, OR2026-10-29
Wealth Enhancement Advisory Services, LLC
116,738$3.4M0.0%CoreLowPlymouth, MN2026-10-13
Y-Intercept (Hong Kong) Ltd
116,495$4.0M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
101,793$3.5M0.0%IndexVery LowTokyo, Mexico2026-11-05
John G Ullman & Associates Inc
95,800$3.3M0.4%CoreLowCorning, NY2026-11-04
Oak Thistle LLC
92,591$3.2M0.3%ValueVery HighNew York, NY2026-10-21
Virginia Retirement Systems ET Al
85,600$2.9M0.0%CoreMediumRichmond, VA2026-10-28
Livforsakringsbolaget Skandia, Omsesidigt
85,400$2.9M0.1%GrowthMediumStockholm, Sweden2026-10-21
Creative Planning
78,841$2.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Pembroke Management, LTD
76,662$2.6M0.3%GARPMediumMontreal, Austria2026-10-21
Amalgamated Bank
69,986$2.4M0.0%CoreVery LowNew York, NY2026-10-23
Jefferies Financial Group Inc.
61,954$2.1M0.0%CoreVery HighNew York, NY2026-11-05
State of New Jersey Common Pension Fund D
53,086$1.8M0.0%CoreLowTrenton, NJ2026-11-05
Fifth Third Bancorp
49,986$1.7M0.0%IndexVery LowCincinnati, OH2026-11-05
New York State Teachers Retirement System
46,352$1.6M0.0%CoreVery LowAlbany, NY2026-10-22
OP Asset Management Ltd
46,308$1.6M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Linden Thomas Advisory Services, LLC
46,083$1.6M0.1%CoreLowCharlotte, NC2026-10-19
Diversify Advisory Services, LLC
45,086$1.8M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
45,086$1.8M0.0%GrowthMediumSandy, UT2026-10-20
Louisiana State Employees Retirement System
45,000$1.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
41,958$1.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Azzad Asset Management Inc
40,690$1.4M0.1%GrowthMediumFalls Church, VA2026-11-04
Yousif Capital Management, LLC
39,588$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Hennion & Walsh Asset Management, Inc.
37,822$1.3M0.0%ValueMediumParsippany, NJ2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
36,189$1.2M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
35,600$1.2M0.0%IndexLowEast Lansing, MI2026-10-27
DekaBank Deutsche Girozentrale
35,448$1.2M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
AMI Asset Management Corp
35,039$1.2M0.1%GrowthMediumLos Angeles, CA2026-10-20
Exchange Traded Concepts, LLC
34,452$1.2M0.0%GrowthMediumOklahoma City, OK2026-10-28
New Mexico Educational Retirement Board
34,000$1.2M0.1%IndexVery LowSanta Fe, NM2026-11-05
Financiere des Professionnels - Fonds d'investissement inc.
33,195$1.1M0.1%GrowthHighMontreal, Austria2026-11-03
Vise Technologies, Inc.
32,354$1.1M0.0%IndexLowNew York, NY2026-10-29
Oregon Public Employees Retirement Fund
31,368$1.1M0.0%IndexVery LowTigard, OR2026-10-30
NorthCrest Asset Manangement, LLC
24,515$903.9K0.0%GrowthLowPlymouth, MN2026-10-13
Pictet Asset Management Holding SA
24,010$825.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Truist Financial Corp
23,394$804.3K0.0%CoreLowCharlotte, NC2026-10-30
Xponance LLC
22,630$778.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Concurrent Investment Advisors, LLC
22,434$771.3K0.0%GrowthMediumTampa, FL2026-10-16
Clear Creek Financial Management, LLC
21,895$752.8K0.1%ETFMediumSilverdale, WA2026-10-28
State of Alaska, Department of Revenue
20,344$698.0K0.0%CoreVery LowJuneau, AK2026-10-15
Inspire Investing, LLC
18,421$633.3K0.0%GARPHighMeridian, ID2026-10-22
Swiss Life Asset Management Ltd
16,070$552.5K0.0%CoreLowZurich, Switzerland2026-11-03
Hudson Edge Investment Partners Inc.
15,474$532.0K0.1%Deep ValueMediumJersey City, NJ2026-10-28
Sheets Smith Wealth Management
15,264$524.8K0.1%CoreLowWinston-Salem, NC2026-10-16
Quadrant Capital Group LLC
14,459$537.9K0.0%CoreLowCincinnati, OH2026-10-20
State of Wyoming
13,831$475.5K0.0%ValueHighCheyenne, WY2026-10-28
Gamma Investing LLC
13,037$448.2K0.0%IndexVery LowFoster City, CA2026-10-08
Trust Point Inc.
12,999$446.9K0.0%CoreMediumLa Crosse, WI2026-10-27
US Bancorp \de\
12,613$433.6K0.0%IndexLowMinneapolis, MN2026-11-05
Yorktown Management & Research Co Inc
12,100$416.0K0.3%MomentumMediumForest, VA2026-10-28
Central Pacific Bank - Trust Division
11,763$404.4K0.0%CoreMediumHonolulu, HI2026-10-06
HUB Investment Partners, LLC
11,441$393.3K0.0%GrowthLowAustin, TX2026-11-03
Atria Investments, Inc
10,523$361.8K0.0%CoreMediumCharlotte, NC2026-10-15
Gibbs Wealth Management
10,402$357.6K0.0%CoreLowAlpharetta, GA2026-10-22
HB Wealth Management, LLC
9,798$336.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Compass Ion Advisors, LLC
9,725$334.3K0.0%ETFVery LowConshohocken, PA2026-10-23
Evergreen Capital Management LLC
9,676$332.7K0.0%GARPMediumBellevue, WA2026-10-23
Ritholtz Wealth Management
9,407$323.4K0.0%IndexLowNew York, NY2026-11-05
Park Avenue Securities LLC
9,085$312.0K0.0%ETFMediumNew York, NY2026-10-26
Carnegie Investment Counsel
8,750$300.8K0.0%CoreLowPepper Pike, OH2026-10-20
Fifth Third Wealth Advisors LLC
8,454$290.6K0.0%IndexVery LowCincinnati, OH2026-10-22
Brucke Financial, Inc.
7,961$273.7K0.1%GrowthMediumIndianapolis, IN2026-10-23
Portside Wealth Group, LLC
7,791$267.9K0.0%CoreMediumProvo, UT2026-10-20
Maryland State Retirement & Pension System
7,691$264.4K0.0%IndexVery LowBaltimore, MD2026-11-05
Kestra Advisory Services, LLC
7,634$262.5K0.0%CoreLowAustin, TX2026-11-02
Boston Trust Walden Corp
7,500$257.9K0.0%CoreLowBoston, MA2026-10-30
Ethic Inc.
7,486$257.4K0.0%CoreLowNew York, NY2026-11-03
Alliance Wealth Advisors, LLC
7,309$251.3K0.0%ETFHighCenterville, UT2026-10-28
Commonwealth Equity Services, LLC
6,759$232.4K0.0%ETFLowWaltham, MA2026-11-02
Nisa Investment Advisors, LLC
6,527$224.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Legacy Capital Wealth Partners, LLC
6,380$219.3K0.0%CoreMediumLittle Rock, AR2026-10-21
Riverwater Partners LLC
6,285$216.1K0.1%ValueMediumMilwaukee, WI2026-11-03
OpenArc Corporate Advisory, LLC
6,102$209.8K0.0%GrowthLowAtlanta, GA2026-10-21
Mitsubishi UFJ Asset Management (UK) Ltd.
6,000$206.0K0.3%CoreHighLondon, United Kingdom2026-10-22
Strs Ohio
5,921$203.6K0.0%CoreMediumColumbus, OH2026-10-30
Fulcrum Asset Management LLP
5,547$191.8K0.0%CoreMediumLondon, United Kingdom2026-11-04
TD Private Client Wealth LLC
4,784$164.5K0.0%ETFLowNew York, NY2026-10-28
KBC Group NV
4,440$153.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Alta Capital Management LLC/
4,044$139.0K0.0%GrowthMediumSalt Lake City, UT2026-10-26
Sterling Capital Management LLC
3,663$125.9K0.0%GARPMediumCharlotte, NC2026-10-22
Parallel Advisors, LLC
3,649$125.4K0.0%IndexLowSan Francisco, CA2026-11-03
MeadowBrook Investment Advisors LLC
3,450$148.0K0.1%CoreLowLivonia, MI2026-10-29
Blue Trust, Inc.
3,424$117.7K0.0%ETFLowBrentwood, TN2026-10-15
Heritage Family Offices, LLP
2,745$94.4K0.0%GrowthHighScottsdale, AZ2026-11-02
EverSource Wealth Advisors, LLC
2,710$93.2K0.0%CoreMediumBirmingham, AL2026-11-04
Caitong International Asset Management Co., Ltd
2,642$90.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Versant Capital Management, Inc
2,261$77.7K0.0%GARPLowPhoenix, AZ2026-10-02
Signaturefd, LLC
2,186$75.1K0.0%IndexLowAtlanta, GA2026-10-23
Covestor Ltd
2,169$75.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Farther Finance Advisors, LLC
2,107$72.4K0.0%IndexLowSan Francisco, CA2026-10-08
Spire Wealth Management
1,934$66.5K0.0%GrowthMediumMclean, VA2026-10-30
GK Wealth Management LLC
1,686$58.0K0.0%GARPVery HighReno, NV2026-10-09
Signature Equity Partners, LLC
1,337$46.0K0.0%GrowthMediumColumbus, OH2026-10-29
Pinnacle Wealth Planning Services, Inc.
1,333$45.8K0.0%GARPLowMansfield, OH2026-10-27
Private Trust Co NA
918$31.6K0.0%CoreLowCleveland, OH2026-10-20
V-Square Quantitative Management LLC
900$30.9K0.0%CoreLowChicago, IL2026-10-15
Parkside Financial Bank & Trust
766$26.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mather Group, Llc.
668$23.0K0.0%ETFMediumChicago, IL2026-10-14
Root Financial Partners, LLC
649$22.3K0.0%ETFMediumEncinitas, CA2026-10-21
Assetmark, Inc
584$20.1K0.0%ETFLowConcord, CA2026-10-21
CoreCap Advisors, LLC
500$17.2K0.0%ETFMediumSouthfield, MI2026-10-08
Summit Securities Group LLC
491$16.9K0.0%CoreVery HighNew York, NY2026-11-05
SJS Investment Consulting Inc.
472$16.2K0.0%ETFVery LowSylvania, OH2026-10-26
True Wealth Design, LLC
472$16.2K0.0%ETFMediumAkron, OH2026-10-13
Cedar Mountain Advisors, LLC
372$12.8K0.0%ETFVery LowLake Oswego, OR2026-10-15
IFP Advisors, Inc
363$12.5K0.0%GrowthLowTampa, FL2026-10-16
Owl Creek Wealth Partners LLC
360$12.4K0.0%IndexLowGreenwood Village, CO2026-10-20
MassMutual Private Wealth & Trust, FSB
357$12.3K0.0%CoreLowSpringfield, MA2026-10-05
Fortitude Family Office, LLC
347$11.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Proathlete Wealth Management LLC
290$10.0K0.0%ETFVery LowBoca Raton, FL2026-10-15
Elevation Wealth Partners, LLC
178$6.1K0.0%ETFLowWalnut Creek, CA2026-10-07
First Horizon Corp
148$5.1K0.0%CoreLowMemphis, TN2026-10-26
Harbor Capital Advisors, Inc.
140$50.0%ValueHighChicago, IL2026-10-22
Highline Wealth Partners LLC
139$4.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Farmers & Merchants Investments Inc
138$4.7K0.0%CoreVery LowLincoln, NE2026-10-22
Bell Investment Advisors, Inc
130$4.5K0.0%ETFVery LowOrinda, CA2026-10-29
Larson Financial Group LLC
127$4.4K0.0%GrowthLowSt Louis, MO2026-11-05
MJT & Associates Financial Advisory Group, Inc.
126$4.3K0.0%ETFLowMontevideo, MN2026-10-07
Bare Financial Services, Inc
114$3.9K0.0%ETFVery LowGap, PA2026-11-04
SBI Securities Co., Ltd.
108$3.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
JFS Wealth Advisors, LLC
92$3.2K0.0%ETFVery LowHermitage, PA2026-11-03
Retirement Wealth Solutions LLC
91$3.1K0.0%ETFLowMarshfield, WI2026-10-07
Cullen T Bankers, Inc.
78$2.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Clark Wealth Partners
68$2.3K0.0%ETFVery LowO'Fallon, IL2026-10-19
High Note Wealth, LLC
54$1.9K0.0%ETFVery LowDeephaven, MN2026-10-27
Pension & Wealth Management Advisors, Inc.
52$1.8K0.0%ETFLowWaltham, MA2026-10-16
Creative Capital Management Investments LLC
39$1.3K0.0%ETFLowSan Diego, CA2026-10-28
Toth Financial Advisory Corp
38$1.3K0.0%CoreLowLeesburg, VA2026-10-08
Smallwood Wealth Investment Management, LLC
33$1.1K0.0%ETFVery LowRed Bank, NJ2026-10-30
Elyxium Wealth, LLC
31$1.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Financial Network Wealth Advisors LLC
30$1.0K0.0%ETFLowMurray, UT2026-10-28
WPG Advisers, LLC
28$9630.0%CoreLowBaltimore, MD2026-10-27
Provenance Wealth Advisors, LLC
28$9630.0%ETFLowFort Lauderdale, FL2026-10-30
USA Financial Formulas
26$8940.0%ETFVery HighAda, MI2026-10-16
Bay Harbor Wealth Management, LLC
25$8600.0%ETFMediumHunt Valley, MD2026-11-03
Cromwell Holdings LLC
24$8250.0%IndexLowJackson, WY2026-10-28
Jacobi Capital Management LLC
22$7560.0%CoreLowPittston, PA2026-11-05
Trust Co of Vermont
20$6880.0%CoreVery LowBrattleboro, VT2026-10-21
Private Wealth Management Group, LLC
20$6880.0%ETFLowPrinceton, NJ2026-10-19
DiNuzzo Private Wealth, Inc.
19$6540.0%ETFLowBeaver, PA2026-10-16
Valley National Advisers Inc
19$6540.0%ETFLowBethlehem, PA2026-10-23
Essential Partners LLC
19$6530.0%ValueMediumRancho Santa Fe, CA2026-10-14
Leonteq Securities AG
14$4810.0%CoreHighZurich, Switzerland2026-10-29
Rossby Financial, LCC
14$4810.0%ETFMediumMelbourne, FL2026-11-05
James T. Borello RIA
13$4470.0%ETFVery LowEast Dundee, IL2026-10-16
Hughes Financial Services, LLC
13$5350.0%ETFLowHerndon, VA2026-10-30
Meriwether Wealth & Planning, LLC
12$4130.0%ETFMediumMinden, LA2026-10-13
Planning Strategies Inc.
8$2750.0%ETFN/ALancaster, PA2026-10-02
MV Capital Management, Inc.
7$2410.0%ETFLowBethesda, MD2026-10-29
DecisionPoint Financial, LLC
7$2560.0%ETFVery LowMesa, AZ2026-10-27
Quaker Wealth Management, LLC
6$2070.0%ETFMediumMoorestown, NJ2026-10-22
Central Trust Co
6$2040.0%CoreLowJefferson City, MO2026-11-05
Rakuten Securities, Inc.
5$1720.0%Agg GrowthHighTokyo, Mexico2026-11-02
3 Factor Indexing, LLC
3$1040.0%ETFLowSacramento, CA2026-10-15
TFC Financial Management, Inc.
1$350.0%ETFVery LowBoston, MA2026-10-26
Signature Resources Capital Management, LLC
1$340.0%ETFLowNewport Beach, CA2026-10-16
Maryland Capital Advisors Inc.
1$350.0%ETFVery LowChester, MD2026-10-15
Concord Wealth Partners
1$340.0%GrowthLowAbingdon, VA2026-11-02
Lloyd Advisory Services, Llc.
0$110.0%ETFVery HighSuwanee, GA2026-11-02