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Extra Space Storage Inc (EXR)

CUSIP: 30225T102 | NYSE | Real Estate · REIT - Industrial | Large Cap | 2157 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/ACohen & Steers, Inc.
with Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Ireland Limited, +1 more
13,090,2236.2%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ACohen & Steers, Inc.13,090,223
6.2% of class · Jun 30, 2026New 5%+ stake
with Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Ireland Limited, +1 more
No 13F filer matched

Institutional Holders — Q3 2026

Principal Financial Group Inc6,162,311
0.4% of portfolio›$810.4M
Dimensional Fund Advisors LP3,266,478
0.1% of portfolio›$429.6M
Daiwa Securities Group Inc.1,866,901
0.5% of portfolio›$245.5M
Mitsubishi UFJ Asset Management Co., Ltd.739,723
0.1% of portfolio›$97.3M
Sumitomo Mitsui Trust Group, Inc.572,191
0.0% of portfolio›$75.2M
Citigroup Inc432,929
0.0% of portfolio›$56.9M
Asset Management One Co., Ltd.402,059
0.1% of portfolio›$52.9M
Pictet Asset Management Holding SA397,373
0.0% of portfolio›$52.3M
Strs Ohio375,008
0.2% of portfolio›$49.3M
State of New Jersey Common Pension Fund D215,682
0.1% of portfolio›$28.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS202,416
0.1% of portfolio›$26.6M
Robeco Institutional Asset Management B.V.195,589
0.0% of portfolio›$25.7M
New York State Teachers Retirement System176,118
0.1% of portfolio›$23.2M
Retirement Systems of Alabama159,998
0.1% of portfolio›$21.0M
Swedbank AB147,372
0.0% of portfolio›$19.4M
Gradient Investments LLC134,714
0.3% of portfolio›$17.7M
DekaBank Deutsche Girozentrale133,800
0.0% of portfolio›$17.8K
Creative Planning127,464
0.0% of portfolio›$16.8M
State of Alaska, Department of Revenue125,174
0.4% of portfolio›$16.5M
Vert Asset Management LLC106,630
4.1% of portfolio›$14.0M
Argent Capital Management LLC99,475
0.4% of portfolio›$13.1M
Exchange Traded Concepts, LLC98,881
0.1% of portfolio›$13.0M
IFM Investors Pty Ltd88,808
0.1% of portfolio›$11.7M
Neos Investment Management LLC88,093
0.0% of portfolio›$11.6M
Sumitomo Mitsui DS Asset Management Company, Ltd78,915
0.1% of portfolio›$10.4M
Czech National Bank60,703
0.0% of portfolio›$8.0M
Fjarde Ap-Fonden TH Swedish National Pension Fund60,066
0.0% of portfolio›$7.9M
Arizona State Retirement System57,699
0.0% of portfolio›$7.6M
Mirae Asset Global Investments Co., Ltd.57,587
0.0% of portfolio›$7.6M
State of Michigan Retirement System53,079
0.0% of portfolio›$7.0M
Nisa Investment Advisors, LLC52,401
0.0% of portfolio›$6.9M
UniSuper Management Pty Ltd51,801
0.0% of portfolio›$6.8M
CIBC Asset Management Inc50,533
0.0% of portfolio›$6.6M
KBC Group NV47,200
0.0% of portfolio›$6.2M
Achmea Investment Management B.V.45,113
0.0% of portfolio›$5.9M
SEB Asset Management AB42,248
0.0% of portfolio›$5.6M
ProShare Advisors LLC40,746
0.0% of portfolio›$5.4M
Inspire Investing, LLC40,717
0.2% of portfolio›$5.4M
Econ Financial Services Corp40,119
2.2% of portfolio›$5.3M
Xponance LLC38,734
0.0% of portfolio›$5.1M
Virginia Retirement Systems ET Al38,097
0.0% of portfolio›$5.0M
Rakuten Investment Management, Inc.37,920
0.0% of portfolio›$5.1M
Jacobsen Capital Management36,580
1.4% of portfolio›$4.8M
Amalgamated Bank35,682
0.1% of portfolio›$4.7M
New York Life Investment Management LLC31,489
0.0% of portfolio›$4.1M
PensionDanmark Pensionsforsikringsaktieselskab29,320
0.0% of portfolio›$3.9M
Knights of Columbus Asset Advisors LLC28,629
0.2% of portfolio›$3.8M
Yousif Capital Management, LLC27,171
0.0% of portfolio›$3.6M
Oregon Public Employees Retirement Fund25,995
0.0% of portfolio›$3.4M
MacKenzie Financial Corp25,950
0.0% of portfolio›$3.4M
Moody Lynn Lieberson & Walker, LLC25,348
0.2% of portfolio›$3.3M
Wealth Enhancement Advisory Services, LLC24,272
0.0% of portfolio›$3.2M
OP Asset Management Ltd23,681
0.0% of portfolio›$3.1M
Allspring Global Investments Holdings, LLC23,366
0.0% of portfolio›$3.1M
Swiss Life Asset Management Ltd22,541
0.0% of portfolio›$3.0M
Mutual of America Capital Management LLC21,594
0.0% of portfolio›$2.8M
Pensionfund PDN21,340
1.7% of portfolio›$2.8K
Avanza Fonder AB20,906
0.1% of portfolio›$2.7M
Sterling Capital Management LLC19,804
0.1% of portfolio›$2.6M
Diversify Wealth Management, LLC19,671
0.0% of portfolio›$2.7M
Diversify Advisory Services, LLC19,671
0.0% of portfolio›$2.7M
ABN Amro Investment Solutions18,427
0.0% of portfolio›$2.4M
Morguard Lincluden Global Investments Ltd17,418
2.8% of portfolio›$2.3M
Oppenheimer Asset Management Inc.16,664
0.0% of portfolio›$2.2M
Gulf International Bank (UK) Ltd16,155
0.1% of portfolio›$2.1M
B. Metzler seel. Sohn & Co. AG14,942
0.0% of portfolio›$2.0M
Vanderbilt University14,761
0.2% of portfolio›$1.9M
Kestra Advisory Services, LLC13,878
0.0% of portfolio›$1.8M
Spirit of America Management Corp13,830
0.3% of portfolio›$1.8M
Taylor Frigon Capital Management LLC13,120
0.9% of portfolio›$1.7M
Alps Advisors Inc12,975
0.0% of portfolio›$1.7M
Ethic Inc.12,804
0.0% of portfolio›$1.7M
Intact Investment Management Inc.12,800
0.1% of portfolio›$1.7M
Tran Capital Management, L.P.11,910
0.2% of portfolio›$1.6M
Fideuram Asset Management (Ireland) dac11,848
0.0% of portfolio›$1.8M
Hartford Investment Management Co11,243
0.0% of portfolio›$1.5M
Physician Wealth Advisors, Inc.10,957
0.2% of portfolio›$1.4M
Candriam S.C.A.10,817
0.0% of portfolio›$1.4M
BI Asset Management Fondsmaeglerselskab A/S10,729
0.0% of portfolio›$1.4M
Louisiana State Employees Retirement System10,400
0.0% of portfolio›$1.4M
Archer Investment Corp10,209
0.2% of portfolio›$1.3M
Tokio Marine Asset Management Co LTD10,181
0.0% of portfolio›$1.3M
Pensionfund Sabic9,855
1.6% of portfolio›$1.3K
Crossmark Global Holdings, Inc.9,811
0.0% of portfolio›$1.3M
Capital Management Corp8,850
0.2% of portfolio›$1.2M
Imc-Chicago, LLC8,801
0.0% of portfolio›$1.2M
Lido Advisors, LLC8,636
0.0% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.8,187
0.0% of portfolio›$1.1M
Howard Capital Management, LLC7,818
0.0% of portfolio›$1.0M
Kestra Private Wealth Services, LLC7,585
0.0% of portfolio›$997.5K
Wedbush Securities Inc7,517
0.1% of portfolio›$989.0K
Ferguson Wellman Capital Management, Inc7,391
0.0% of portfolio›$972.0K
Y-Intercept (Hong Kong) Ltd7,283
0.0% of portfolio›$957.8K
Keybank National Association7,193
0.0% of portfolio›$946.0K
Krilogy Financial LLC7,052
0.0% of portfolio›$945.3K
Commonwealth Equity Services, LLC6,996
0.0% of portfolio›$920.0K
Courier Capital LLC6,734
0.0% of portfolio›$885.6K
North Dakota State Investment Board6,419
0.0% of portfolio›$844.2K
Ignite Planners, LLC6,331
0.1% of portfolio›$832.5K
Wolverine Asset Management LLC6,309
0.0% of portfolio›$829.7K
Capital Square, LLC6,163
0.4% of portfolio›$810.5K
Assetmark, Inc5,868
0.0% of portfolio›$771.7K
San Luis Wealth Advisors LLC5,798
0.1% of portfolio›$762.5K
Hummer Financial Advisory Services Inc5,678
0.5% of portfolio›$746.7K
Cascade Investment Group, Inc.5,674
0.4% of portfolio›$746.2K
Aegis Wealth Management, Inc.5,516
0.4% of portfolio›$725.4K
HB Wealth Management, LLC5,360
0.0% of portfolio›$704.9K
Truist Financial Corp5,326
0.0% of portfolio›$700.5K
Washington Trust Co5,272
0.0% of portfolio›$693.3K
D.A. Davidson & Co.5,230
0.0% of portfolio›$687.8K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,072
0.0% of portfolio›$667.0K
AlphaCore Capital LLC5,045
0.0% of portfolio›$663.4K
Values First Advisors, Inc.5,030
0.3% of portfolio›$661.5K
E. Ohman J:or Asset Management AB5,017
0.0% of portfolio›$659.8K
Peterson Wealth Services4,865
0.1% of portfolio›$639.8K
Tema Etfs LLC4,702
0.0% of portfolio›$618.4K
Atria Investments, Inc4,688
0.0% of portfolio›$616.6K
Rockland Trust Co4,610
0.0% of portfolio›$606.3K
Gamma Investing LLC4,334
0.0% of portfolio›$570.0K
Gateway Investment Advisers LLC4,292
0.0% of portfolio›$564.4K
HUB Investment Partners, LLC4,271
0.0% of portfolio›$561.7K
Apollon Wealth Management, LLC4,248
0.0% of portfolio›$558.7K
LJI Wealth Management, LLC4,030
0.1% of portfolio›$530.0K
Chicago Partners Investment Group LLC4,019
0.0% of portfolio›$576.4K
Hartline Investment Corp/3,985
0.1% of portfolio›$524.1K
Ag2r LA Mondiale Gestion D'actifs3,979
0.0% of portfolio›$523.3K
SteelPeak Wealth, LLC3,936
0.0% of portfolio›$517.6K
Profund Advisors LLC3,929
0.0% of portfolio›$516.7K
McKinley Carter Wealth Services, Inc.3,818
0.0% of portfolio›$502.1K
Paladin Wealth, LLC3,641
0.3% of portfolio›$478.9K
Elevation Point Wealth Partners, LLC3,568
0.0% of portfolio›$469.3K
Vise Technologies, Inc.3,460
0.0% of portfolio›$455.1K
BCO Wealth Management LLC3,437
0.2% of portfolio›$452.0K
Mather Group, Llc.3,419
0.0% of portfolio›$449.6K
Segment Wealth Management, LLC3,329
0.0% of portfolio›$437.8K
Chiron Capital Management, LLC3,301
0.4% of portfolio›$434.1K
CWA Asset Management Group, LLC3,286
0.0% of portfolio›$432.2K
Sowell Financial Services LLC3,150
0.0% of portfolio›$414.3K
Visionary Horizons, LLC3,009
0.2% of portfolio›$395.7K
Three Seasons Wealth, LLC3,000
0.0% of portfolio›$394.5K
GF Fund Management Co. Ltd.2,932
0.0% of portfolio›$385.6K
First Merchants Corp2,818
0.0% of portfolio›$370.6K
Orange Investment Advisors, Inc.2,812
0.0% of portfolio›$369.8K
V-Square Quantitative Management LLC2,793
0.0% of portfolio›$367.3K
Farther Finance Advisors, LLC2,729
0.0% of portfolio›$358.9K
Horst & Graben Wealth Management LLC2,712
0.0% of portfolio›$356.6K
Aprio Wealth Management, LLC2,707
0.0% of portfolio›$356.0K
Angeles Wealth Management, LLC2,626
0.0% of portfolio›$345.3K
IFP Advisors, Inc2,536
0.0% of portfolio›$333.5K
Brighton Jones LLC2,410
0.0% of portfolio›$316.9K
Independent Financial Group, LLC2,403
0.0% of portfolio›$316.0K
Brookstone Capital Management2,368
0.0% of portfolio›$311.4K
Signaturefd, LLC2,356
0.0% of portfolio›$309.9K
Delta Capital Management LLC2,255
0.4% of portfolio›$297.0K
Abel Hall, LLC2,237
0.1% of portfolio›$294.2K
Gilman Hill Asset Management, LLC2,200
0.0% of portfolio›$289.3K
Banque Pictet & CIE SA2,185
0.0% of portfolio›$287.3K
Glenview Trust Co2,140
0.0% of portfolio›$281.4K
Park Avenue Securities LLC2,133
0.0% of portfolio›$281.0K
Legacy Wealth Asset Management, LLC2,030
0.1% of portfolio›$267.0K
Curated Wealth Partners LLC2,028
0.0% of portfolio›$266.7K
Wilmington Savings Fund Society, FSB2,015
0.0% of portfolio›$265.0K
Summit Place Financial Advisors, LLC2,000
0.1% of portfolio›$263.0K
Wedmont Private Capital1,958
0.0% of portfolio›$260.7K
Cigna Investments Inc1,952
0.1% of portfolio›$257.0K
Greenfield Seitz Capital Management, LLC1,942
0.1% of portfolio›$255.4K
LDR Capital Management LLC1,929
0.3% of portfolio›$253.7K
Reynders McVeigh Capital Management, LLC1,898
0.0% of portfolio›$249.6K
Trust Co of Toledo NA1,895
0.0% of portfolio›$249.2K
Bailard, Inc.1,813
0.0% of portfolio›$238.4K
Farmers & Merchants Trust Co of Long Beach1,745
0.0% of portfolio›$229.5K
Iron Financial LLC1,731
0.1% of portfolio›$227.6K
Greenleaf Trust1,675
0.0% of portfolio›$220.3K
Crestwood Advisors Group, LLC1,657
0.0% of portfolio›$217.9K
MBL Wealth, LLC1,655
0.0% of portfolio›$217.7K
Farmers & Merchants Investments Inc1,647
0.0% of portfolio›$216.6K
Pinnacle Associates LTD1,637
0.0% of portfolio›$215.3K
Parsons Capital Management Inc1,626
0.0% of portfolio›$213.8K
CX Institutional1,622
0.0% of portfolio›$213
Fulton Bank, N.A.1,611
0.0% of portfolio›$211.9K
Oslo Pensjonsforsikring AS1,604
0.0% of portfolio›$210.9K
Sagespring Wealth Partners, LLC1,560
0.0% of portfolio›$205.1K
Elser Financial Planning, Inc1,543
0.0% of portfolio›$202.9K
Sheets Smith Wealth Management1,542
0.0% of portfolio›$202.8K
First Citizens Bank & Trust Co1,531
0.0% of portfolio›$201.3K
Alta Advisers Ltd1,526
0.0% of portfolio›$200.7K
Parallel Advisors, LLC1,507
0.0% of portfolio›$198.2K
Essential Partners LLC1,357
0.1% of portfolio›$178.5K
Versant Capital Management, Inc1,245
0.0% of portfolio›$163.7K
Silver Grove Financial Group, Inc.1,237
0.1% of portfolio›$162.7K
Bokf, NA1,006
0.0% of portfolio›$132.3K
EverSource Wealth Advisors, LLC952
0.0% of portfolio›$125.3K
Generali Investments, Management Co LLC741
0.0% of portfolio›$97.4K
Y.D. More Investments Ltd735
0.0% of portfolio›$96.7K
DiNuzzo Private Wealth, Inc.715
0.0% of portfolio›$94.0K
Bank Julius Baer & Co. Ltd, Zurich706
0.0% of portfolio›$92.8K
Rosenberg Matthew Hamilton705
0.0% of portfolio›$92.7K
Parkside Financial Bank & Trust637
0.0% of portfolio›$83.8K
Trust Co of Vermont621
0.0% of portfolio›$81.7K
Cromwell Holdings LLC620
0.0% of portfolio›$81.5K
Catalyst Capital Advisors LLC600
0.0% of portfolio›$78.9K
Livforsakringsbolaget Skandia, Omsesidigt600
0.0% of portfolio›$78.9K
Simplex Trading, LLC598
0.0% of portfolio›$78.6K
Root Financial Partners, LLC597
0.0% of portfolio›$78.5K
Lanark Financial, Inc.597
0.0% of portfolio›$78.5K
Creative Financial Designs Inc594
0.0% of portfolio›$78.1K
First Bancorp, Inc568
0.0% of portfolio›$74.7K
Larson Financial Group LLC567
0.0% of portfolio›$74.5K
Global X Japan Co., Ltd.565
0.0% of portfolio›$74.3K
Generali Asset Management SPA SGR561
0.0% of portfolio›$73.8K
Chilton Capital Management LLC524
0.0% of portfolio›$68.9K
Spire Wealth Management504
0.0% of portfolio›$66.3K
Manchester Capital Management LLC478
0.0% of portfolio›$62.9K
MassMutual Private Wealth & Trust, FSB461
0.0% of portfolio›$60.6K
Elyxium Wealth, LLC392
0.0% of portfolio›$51.6K
Pathway Financial Advisers, LLC385
0.0% of portfolio›$50.7K
Deseret Mutual Benefit Administrators369
0.0% of portfolio›$48.5K
Fulcrum Asset Management LLP364
0.0% of portfolio›$48.6K
Cassaday & Co Wealth Management LLC362
0.0% of portfolio›$47.6K
Asset Planning,Inc350
0.0% of portfolio›$46.0K
Armstrong Advisory Group, Inc346
0.0% of portfolio›$45.5K
Pinnacle Wealth Planning Services, Inc.331
0.0% of portfolio›$43.5K
Birch Financial Group, LLC271
0.0% of portfolio›$35.6K
United Community Bank269
0.0% of portfolio›$35.4K
True Wealth Design, LLC267
0.0% of portfolio›$35.1K
MTM Investment Management, LLC260
0.0% of portfolio›$34.2K
Golden State Wealth Management, LLC230
0.0% of portfolio›$30.2K
Raiffeisen Bank International AG203
0.0% of portfolio›$27.1K
Chung Wu Investment Group, LLC200
0.0% of portfolio›$26.3K
Covestor Ltd193
0.0% of portfolio›$25
Tobam187
0.0% of portfolio›$25
Capital Advisors, Ltd. LLC183
0.0% of portfolio›$24.0K
Activest Wealth Management182
0.0% of portfolio›$23.9K
Nfsg Corp180
0.0% of portfolio›$23.7K
Blueline Advisors LLC152
0.0% of portfolio›$20.0K
Davis Capital Management152
0.0% of portfolio›$20.0K
Provenance Wealth Advisors, LLC148
0.0% of portfolio›$19.5K
DT Investment Partners, LLC142
0.0% of portfolio›$18.7K
Bank of New Hampshire138
0.0% of portfolio›$18.1K
Essential Investment Partners LLC138
0.0% of portfolio›$18.1K
Caldwell Trust Co134
0.0% of portfolio›$17.6K
SJS Investment Consulting Inc.132
0.0% of portfolio›$17.4K
Buck Wealth Strategies, LLC129
0.0% of portfolio›$17.0K
Private Wealth Management Group, LLC125
0.0% of portfolio›$16.4K
Bell Investment Advisors, Inc122
0.0% of portfolio›$16.0K
TD Private Client Wealth LLC110
0.0% of portfolio›$14.5K
James T. Borello RIA107
0.0% of portfolio›$14.1K
Dynamic Wealth Strategies, LLC100
0.0% of portfolio›$13.2K
Owl Creek Wealth Partners LLC97
0.0% of portfolio›$12.8K
Elevation Wealth Partners, LLC95
0.0% of portfolio›$12.5K
Salomon & Ludwin, LLC90
0.0% of portfolio›$11.8K
Washington Trust Advisors, Inc.75
0.0% of portfolio›$9.9K
Avion Wealth68
0.0% of portfolio›$8
Joseph Group Capital Management68
0.0% of portfolio›$8.9K
MV Capital Management, Inc.65
0.0% of portfolio›$8.5K
High Note Wealth, LLC63
0.0% of portfolio›$8.3K
Leonteq Securities AG57
0.0% of portfolio›$7.5K
Plante Moran Financial Advisors, LLC51
0.0% of portfolio›$6.7K
Byrne Asset Management LLC50
0.0% of portfolio›$6.7K
Westside Investment Management, Inc.47
0.0% of portfolio›$6.3K
Financial Management Professionals, Inc.47
0.0% of portfolio›$6.2K
American National Bank & Trust41
0.0% of portfolio›$5.4K
1620 Investment Advisors, Inc.41
0.0% of portfolio›$5.4K
Evolution Wealth Management Inc.38
0.0% of portfolio›$5.0K
Rossby Financial, LCC38
0.0% of portfolio›$5.0K
Private Trust Co NA38
0.0% of portfolio›$5.0K
Gilpin Wealth Management, LLC36
0.0% of portfolio›$4.7K
Fortitude Family Office, LLC35
0.0% of portfolio›$4.6K
Ascentis Independent Advisors32
0.0% of portfolio›$4.2K
Ares Financial Consulting, LLC29
0.0% of portfolio›$3.8K
Blue Trust, Inc.29
0.0% of portfolio›$3.8K
Proathlete Wealth Management LLC27
0.0% of portfolio›$3.6K
North Star Investment Management Corp.27
0.0% of portfolio›$3.6K
Atlantic Edge Private Wealth Management, LLC25
0.0% of portfolio›$3.3K
Ascentis Wealth Management, LLC25
0.0% of portfolio›$3.3K
Gold Investment Management Ltd.24
0.0% of portfolio›$3.2K
POM Investment Strategies, LLC24
0.0% of portfolio›$3.2K
UMB Private Wealth Management, LLC23
0.0% of portfolio›$3.0K
J.Safra Asset Management Corp23
0.0% of portfolio›$3.0K
Indiana Trust & Investment Management Co22
0.0% of portfolio›$2.9K
Investors Research Corp19
0.0% of portfolio›$2.5K
CoreCap Advisors, LLC19
0.0% of portfolio›$2.5K
Burk Holdings LLC18
0.0% of portfolio›$2.4K
Wolff Wiese Magana LLC17
0.0% of portfolio›$2.2K
KFG LLC16
0.0% of portfolio›$2.1K
West Paces Advisors Inc.16
0.0% of portfolio›$2.1K
Bangor Savings Bank16
0.0% of portfolio›$2.1K
Hughes Financial Services, LLC15
0.0% of portfolio›$2.2K
Planning Strategies Inc.15
0.0% of portfolio›$2.0K
Bfsg, LLC15
0.0% of portfolio›$2.0K
Clark Wealth Partners14
0.0% of portfolio›$1.8K
Grove Bank & Trust14
0.0% of portfolio›$1.8K
First Horizon Corp14
0.0% of portfolio›$1.8K
Maseco LLP14
0.0% of portfolio›$1.8K
Highline Wealth Partners LLC13
0.0% of portfolio›$1.7K
Harbor Investment Advisory, LLC12
0.0% of portfolio›$1.6K
William Mack & Associates, Inc.12
0.0% of portfolio›$1.6K
Nvwm, LLC12
0.0% of portfolio›$1.6K
Signature Equity Partners, LLC11
0.0% of portfolio›$1.4K
American Capital Advisory, LLC11
0.0% of portfolio›$1.4K
TFC Financial Management, Inc.11
0.0% of portfolio›$1.4K
Financial Consulate, Inc10
0.0% of portfolio›$1.3K
Arlington Trust Co LLC10
0.0% of portfolio›$1.3K
Brown, Lisle Ings, Inc.8
0.0% of portfolio›$1.1K
Cape Investment Advisory, Inc.8
0.0% of portfolio›$1.1K
Aspect Partners, LLC7
0.0% of portfolio›$921
Quaker Wealth Management, LLC7
0.0% of portfolio›$921
Retirement Wealth Solutions LLC7
0.0% of portfolio›$937
Bare Financial Services, Inc7
0.0% of portfolio›$921
Triumph Capital Management5
0.0% of portfolio›$658
Strengthening Families & Communities, LLC4
0.0% of portfolio›$526
Kingdom Financial Group Llc.4
0.0% of portfolio›$526
Breakwater Investment Management4
0.0% of portfolio›$527
Compass Financial Management LLC3
0.0% of portfolio›$395
Pension & Wealth Management Advisors, Inc.3
0.0% of portfolio›$395
Ashurst Perkins Coie Trust Co3
0.0% of portfolio›$394
Hoey Investments, Inc3
0.0% of portfolio›$395
Align Financial, LLC3
0.0% of portfolio›$395
Horizon Financial Services, LLC1
0.0% of portfolio›$132
Godsey & Gibb, Inc1
0.0% of portfolio›$132
GK Wealth Management LLC1
0.0% of portfolio›$196
Valley National Advisers Inc1
0.0% of portfolio›$132
Monetary Solutions, Ltd1
0.0% of portfolio›$132
Balance Wealth Partners LLC0
0.0% of portfolio›$63
StyleTurnoverLocationFiled
Principal Financial Group Inc
6,162,311$810.4M0.4%CoreLowDes Moines, IA2026-11-02
Dimensional Fund Advisors LP
3,266,478$429.6M0.1%IndexLowAustin, TX2026-11-04
Daiwa Securities Group Inc.
1,866,901$245.5M0.5%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
739,723$97.3M0.1%IndexVery LowTokyo, Mexico2026-11-05
Sumitomo Mitsui Trust Group, Inc.
572,191$75.2M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Citigroup Inc
432,929$56.9M0.0%CoreMediumNew York, NY2026-11-04
Asset Management One Co., Ltd.
402,059$52.9M0.1%IndexVery LowTokyo, Mexico2026-10-27
Pictet Asset Management Holding SA
397,373$52.3M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Strs Ohio
375,008$49.3M0.2%CoreMediumColumbus, OH2026-10-30
State of New Jersey Common Pension Fund D
215,682$28.4M0.1%CoreLowTrenton, NJ2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
202,416$26.6M0.1%CoreLowHarrisburg, PA2026-11-03
Robeco Institutional Asset Management B.V.
195,589$25.7M0.0%CoreMediumRotterdam, Philippines2026-10-20
New York State Teachers Retirement System
176,118$23.2M0.1%CoreVery LowAlbany, NY2026-10-22
Retirement Systems of Alabama
159,998$21.0M0.1%IndexLowMontgomery, AL2026-11-04
Swedbank AB
147,372$19.4M0.0%GrowthLowStockholm, Sweden2026-10-27
Gradient Investments LLC
134,714$17.7M0.3%CoreMediumArden Hills, MN2026-10-08
DekaBank Deutsche Girozentrale
133,800$17.8K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Creative Planning
127,464$16.8M0.0%IndexVery LowOverland Park, KS2026-11-02
State of Alaska, Department of Revenue
125,174$16.5M0.4%CoreVery LowJuneau, AK2026-10-15
Vert Asset Management LLC
106,630$14.0M4.1%YieldLowSausalito, CA2026-10-28
Argent Capital Management LLC
99,475$13.1M0.4%CoreMediumSt Louis, MO2026-10-05
Exchange Traded Concepts, LLC
98,881$13.0M0.1%GrowthMediumOklahoma City, OK2026-10-28
IFM Investors Pty Ltd
88,808$11.7M0.1%IndexVery LowMelbourne, China2026-10-14
Neos Investment Management LLC
88,093$11.6M0.0%IndexVery LowWestport, CT2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
78,915$10.4M0.1%IndexVery LowTokyo, Mexico2026-10-20
Czech National Bank
60,703$8.0M0.0%IndexVery LowPrague, Bahrain2026-10-13
Fjarde Ap-Fonden TH Swedish National Pension Fund
60,066$7.9M0.0%GrowthLowStockholm, Sweden2026-10-15
Arizona State Retirement System
57,699$7.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Mirae Asset Global Investments Co., Ltd.
57,587$7.6M0.0%GrowthLowSeoul, Malaysia2026-11-03
State of Michigan Retirement System
53,079$7.0M0.0%IndexLowEast Lansing, MI2026-10-27
Nisa Investment Advisors, LLC
52,401$6.9M0.0%IndexVery LowSt. Louis, MO2026-10-20
UniSuper Management Pty Ltd
51,801$6.8M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
CIBC Asset Management Inc
50,533$6.6M0.0%GARPLowToronto, South Africa2026-11-05
KBC Group NV
47,200$6.2M0.0%CoreMediumBrussels, Czech Republic2026-10-22
Achmea Investment Management B.V.
45,113$5.9M0.0%CoreMediumZeist, Philippines2026-10-30
SEB Asset Management AB
42,248$5.6M0.0%CoreN/AStockholm, Sweden2026-11-04
ProShare Advisors LLC
40,746$5.4M0.0%GrowthLowBethesda, MD2026-10-29
Inspire Investing, LLC
40,717$5.4M0.2%GARPHighMeridian, ID2026-10-22
Econ Financial Services Corp
40,119$5.3M2.2%YieldVery HighHarrisburg, PA2026-10-19
Xponance LLC
38,734$5.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Virginia Retirement Systems ET Al
38,097$5.0M0.0%CoreMediumRichmond, VA2026-10-28
Rakuten Investment Management, Inc.
37,920$5.1M0.0%ETFMediumTokyo, Mexico2026-10-30
Jacobsen Capital Management
36,580$4.8M1.4%ETFLowSalt Lake City, UT2026-10-27
Amalgamated Bank
35,682$4.7M0.1%CoreVery LowNew York, NY2026-10-23
New York Life Investment Management LLC
31,489$4.1M0.0%GrowthLowNew York, NY2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
29,320$3.9M0.0%IndexLowCopenhagen O, Greece2026-10-19
Knights of Columbus Asset Advisors LLC
28,629$3.8M0.2%CoreMediumNew Haven, CT2026-11-05
Yousif Capital Management, LLC
27,171$3.6M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Oregon Public Employees Retirement Fund
25,995$3.4M0.0%IndexVery LowTigard, OR2026-10-30
MacKenzie Financial Corp
25,950$3.4M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Moody Lynn Lieberson & Walker, LLC
25,348$3.3M0.2%MomentumLowBoston, MA2026-10-14
Wealth Enhancement Advisory Services, LLC
24,272$3.2M0.0%CoreLowPlymouth, MN2026-10-13
OP Asset Management Ltd
23,681$3.1M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Allspring Global Investments Holdings, LLC
23,366$3.1M0.0%CoreMediumCharlotte, NC2026-11-04
Swiss Life Asset Management Ltd
22,541$3.0M0.0%CoreLowZurich, Switzerland2026-11-03
Mutual of America Capital Management LLC
21,594$2.8M0.0%IndexLowNew York, NY2026-10-23
Pensionfund PDN
21,340$2.8K1.7%YieldVery LowSittard, Philippines2026-10-05
Avanza Fonder AB
20,906$2.7M0.1%GrowthLowStockholm, Sweden2026-10-13
Sterling Capital Management LLC
19,804$2.6M0.1%GARPMediumCharlotte, NC2026-10-22
Diversify Wealth Management, LLC
19,671$2.7M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
19,671$2.7M0.0%GrowthLowSandy, UT2026-10-20
ABN Amro Investment Solutions
18,427$2.4M0.0%GrowthLowParis Cedex 008, India2026-10-21
Morguard Lincluden Global Investments Ltd
17,418$2.3M2.8%Deep ValueLowMississauga, Australia2026-10-28
Oppenheimer Asset Management Inc.
16,664$2.2M0.0%CoreMediumNew York, NY2026-10-27
Gulf International Bank (UK) Ltd
16,155$2.1M0.1%CoreVery LowLondon, United Kingdom2026-10-20
B. Metzler seel. Sohn & Co. AG
14,942$2.0M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Vanderbilt University
14,761$1.9M0.2%ETFMediumNashville, TN2026-11-02
Kestra Advisory Services, LLC
13,878$1.8M0.0%CoreLowAustin, TX2026-11-02
Spirit of America Management Corp
13,830$1.8M0.3%GARPLowSyosset, NY2026-10-14
Taylor Frigon Capital Management LLC
13,120$1.7M0.9%GrowthMediumScottsdale, AZ2026-10-23
Alps Advisors Inc
12,975$1.7M0.0%YieldLowDenver, CO2026-11-03
Ethic Inc.
12,804$1.7M0.0%CoreLowNew York, NY2026-11-03
Intact Investment Management Inc.
12,800$1.7M0.1%YieldHighMontreal, Austria2026-11-03
Tran Capital Management, L.P.
11,910$1.6M0.2%MomentumMediumSan Rafael, CA2026-10-19
Fideuram Asset Management (Ireland) dac
11,848$1.8M0.0%CoreHighDublin 1, Lithuania2026-10-29
Hartford Investment Management Co
11,243$1.5M0.0%IndexVery LowHartford, CT2026-11-04
Physician Wealth Advisors, Inc.
10,957$1.4M0.2%ETFMediumMidvale, UT2026-10-20
Candriam S.C.A.
10,817$1.4M0.0%GrowthMediumStrassen, Netherlands2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
10,729$1.4M0.0%CoreMediumKobenhavn, Greece2026-10-22
Louisiana State Employees Retirement System
10,400$1.4M0.0%IndexLowBaton Rouge, LA2026-10-20
Archer Investment Corp
10,209$1.3M0.2%CoreMediumCarmel, IN2026-11-05
Tokio Marine Asset Management Co LTD
10,181$1.3M0.0%GrowthLowTokyo, Mexico2026-10-26
Pensionfund Sabic
9,855$1.3K1.6%YieldVery LowSittard, Philippines2026-10-05
Crossmark Global Holdings, Inc.
9,811$1.3M0.0%GARPMediumHouston, TX2026-10-21
Capital Management Corp
8,850$1.2M0.2%YieldMediumGlen Allen, VA2026-10-29
Imc-Chicago, LLC
8,801$1.2M0.0%GARPVery HighChicago, IL2026-11-05
Lido Advisors, LLC
8,636$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
8,187$1.1M0.0%ETFLowFairfield, IA2026-11-02
Howard Capital Management, LLC
7,818$1.0M0.0%ETFHighAlpharetta, GA2026-10-16
Kestra Private Wealth Services, LLC
7,585$997.5K0.0%GrowthLowAustin, TX2026-10-30
Wedbush Securities Inc
7,517$989.0K0.1%CoreLowPasadena, CA2026-10-22
Ferguson Wellman Capital Management, Inc
7,391$972.0K0.0%CoreLowPortland, OR2026-10-05
Y-Intercept (Hong Kong) Ltd
7,283$957.8K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Keybank National Association
7,193$946.0K0.0%CoreLowBrooklyn, OH2026-11-04
Krilogy Financial LLC
7,052$945.3K0.0%GrowthLowSt. Louis, MO2026-10-13
Commonwealth Equity Services, LLC
6,996$920.0K0.0%ETFLowWaltham, MA2026-11-02
Courier Capital LLC
6,734$885.6K0.0%ETFLowBuffalo, NY2026-10-19
North Dakota State Investment Board
6,419$844.2K0.0%GrowthMediumBismarck, ND2026-10-27
Ignite Planners, LLC
6,331$832.5K0.1%CoreLowSan Clemente, CA2026-10-14
Wolverine Asset Management LLC
6,309$829.7K0.0%Deep ValueVery HighChicago, IL2026-11-02
Capital Square, LLC
6,163$810.5K0.4%YieldMediumAthens, TN2026-10-19
Assetmark, Inc
5,868$771.7K0.0%ETFLowConcord, CA2026-10-21
San Luis Wealth Advisors LLC
5,798$762.5K0.1%CoreMediumSan Luis Obispo, CA2026-10-27
Hummer Financial Advisory Services Inc
5,678$746.7K0.5%CoreVery LowChicago, IL2026-10-09
Cascade Investment Group, Inc.
5,674$746.2K0.4%CoreLowColorado Springs, CO2026-10-13
Aegis Wealth Management, Inc.
5,516$725.4K0.4%ETFMediumGuthrie Center, IA2026-10-26
HB Wealth Management, LLC
5,360$704.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Truist Financial Corp
5,326$700.5K0.0%CoreLowCharlotte, NC2026-10-30
Washington Trust Co
5,272$693.3K0.0%GrowthVery LowWesterly, RI2026-10-22
D.A. Davidson & Co.
5,230$687.8K0.0%CoreLowGreat Falls, MT2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,072$667.0K0.0%GrowthVery LowSeattle, WA2026-10-27
AlphaCore Capital LLC
5,045$663.4K0.0%ETFLowLa Jolla, CA2026-11-04
Values First Advisors, Inc.
5,030$661.5K0.3%CoreMediumJohnson City, TN2026-10-23
E. Ohman J:or Asset Management AB
5,017$659.8K0.0%GrowthMediumStockholm, Sweden2026-10-22
Peterson Wealth Services
4,865$639.8K0.1%GrowthHighSouth Ogden, UT2026-10-26
Tema Etfs LLC
4,702$618.4K0.0%GrowthMediumNew York, NY2026-10-16
Atria Investments, Inc
4,688$616.6K0.0%CoreMediumCharlotte, NC2026-10-15
Rockland Trust Co
4,610$606.3K0.0%CoreLowHanover, MA2026-10-05
Gamma Investing LLC
4,334$570.0K0.0%IndexVery LowFoster City, CA2026-10-08
Gateway Investment Advisers LLC
4,292$564.4K0.0%GrowthLowCincinnati, OH2026-10-13
HUB Investment Partners, LLC
4,271$561.7K0.0%GrowthLowAustin, TX2026-11-03
Apollon Wealth Management, LLC
4,248$558.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
LJI Wealth Management, LLC
4,030$530.0K0.1%ETFLowIndianapolis, IN2026-10-28
Chicago Partners Investment Group LLC
4,019$576.4K0.0%GARPLowChicago, IL2026-10-27
Hartline Investment Corp/
3,985$524.1K0.1%GrowthMediumWinnetka, IL2026-10-29
Ag2r LA Mondiale Gestion D'actifs
3,979$523.3K0.0%GrowthLowParis, India2026-10-26
SteelPeak Wealth, LLC
3,936$517.6K0.0%GrowthHighWoodland Hills, CA2026-10-16
Profund Advisors LLC
3,929$516.7K0.0%GrowthLowBethesda, MD2026-10-29
McKinley Carter Wealth Services, Inc.
3,818$502.1K0.0%ETFMediumWheeling, WV2026-10-16
Paladin Wealth, LLC
3,641$478.9K0.3%CoreLowArden Hills, MN2026-10-23
Elevation Point Wealth Partners, LLC
3,568$469.3K0.0%CoreHighDenver, CO2026-11-05
Vise Technologies, Inc.
3,460$455.1K0.0%IndexLowNew York, NY2026-10-29
BCO Wealth Management LLC
3,437$452.0K0.2%ETFLowCarlsbad, NM2026-10-14
Mather Group, Llc.
3,419$449.6K0.0%ETFMediumChicago, IL2026-10-14
Segment Wealth Management, LLC
3,329$437.8K0.0%CoreLowHouston, TX2026-10-26
Chiron Capital Management, LLC
3,301$434.1K0.4%YieldMediumTallahassee, FL2026-10-15
CWA Asset Management Group, LLC
3,286$432.2K0.0%CoreMediumNaples, FL2026-10-19
Sowell Financial Services LLC
3,150$414.3K0.0%CoreLowNorth Little Rock, AR2026-10-23
Visionary Horizons, LLC
3,009$395.7K0.2%ETFLowKnoxville, TN2026-10-22
Three Seasons Wealth, LLC
3,000$394.5K0.0%GrowthMediumSalt Lake City, UT2026-11-03
GF Fund Management Co. Ltd.
2,932$385.6K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
First Merchants Corp
2,818$370.6K0.0%GrowthLowMuncie, IN2026-10-15
Orange Investment Advisors, Inc.
2,812$369.8K0.0%CoreLowGoshen, NY2026-10-23
V-Square Quantitative Management LLC
2,793$367.3K0.0%CoreLowChicago, IL2026-10-15
Farther Finance Advisors, LLC
2,729$358.9K0.0%IndexLowSan Francisco, CA2026-10-08
Horst & Graben Wealth Management LLC
2,712$356.6K0.0%ETFMediumPortland, OR2026-11-02
Aprio Wealth Management, LLC
2,707$356.0K0.0%ETFMediumAtlanta, GA2026-10-28
Angeles Wealth Management, LLC
2,626$345.3K0.0%ETFLowSanta Monica, CA2026-10-26
IFP Advisors, Inc
2,536$333.5K0.0%GrowthLowTampa, FL2026-10-16
Brighton Jones LLC
2,410$316.9K0.0%CoreVery LowSeattle, WA2026-11-03
Independent Financial Group, LLC
2,403$316.0K0.0%GrowthLowSan Diego, CA2026-10-13
Brookstone Capital Management
2,368$311.4K0.0%ETFMediumWheaton, IL2026-10-22
Signaturefd, LLC
2,356$309.9K0.0%IndexLowAtlanta, GA2026-10-23
Delta Capital Management LLC
2,255$297.0K0.4%CoreLowRed Bank, NJ2026-10-16
Abel Hall, LLC
2,237$294.2K0.1%CoreMediumBaton Rouge, LA2026-10-19
Gilman Hill Asset Management, LLC
2,200$289.3K0.0%YieldMediumNew Canaan, CT2026-10-13
Banque Pictet & CIE SA
2,185$287.3K0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Glenview Trust Co
2,140$281.4K0.0%GrowthVery LowLouisville, KY2026-10-28
Park Avenue Securities LLC
2,133$281.0K0.0%ETFMediumNew York, NY2026-10-26
Legacy Wealth Asset Management, LLC
2,030$267.0K0.1%GARPMediumWoodbury, MN2026-10-09
Curated Wealth Partners LLC
2,028$266.7K0.0%GARPLowEl Segundo, CA2026-10-15
Wilmington Savings Fund Society, FSB
2,015$265.0K0.0%CoreLowWilmington, DE2026-10-23
Summit Place Financial Advisors, LLC
2,000$263.0K0.1%CoreMediumSummit, NJ2026-10-23
Wedmont Private Capital
1,958$260.7K0.0%IndexVery LowWest Chester, PA2026-10-09
Cigna Investments Inc
1,952$257.0K0.1%CoreVery LowBloomfield, CT2026-10-19
Greenfield Seitz Capital Management, LLC
1,942$255.4K0.1%GARPLowDallas, TX2026-10-29
LDR Capital Management LLC
1,929$253.7K0.3%YieldHighNew York, NY2026-10-14
Reynders McVeigh Capital Management, LLC
1,898$249.6K0.0%GrowthLowBoston, MA2026-10-30
Trust Co of Toledo NA
1,895$249.2K0.0%GrowthVery LowHolland, OH2026-10-16
Bailard, Inc.
1,813$238.4K0.0%GrowthMediumFoster City, CA2026-10-13
Farmers & Merchants Trust Co of Long Beach
1,745$229.5K0.0%CoreVery LowLong Beach, CA2026-10-22
Iron Financial LLC
1,731$227.6K0.1%ETFLowNorthbrook, IL2026-10-23
Greenleaf Trust
1,675$220.3K0.0%CoreLowKalamazoo, MI2026-10-29
Crestwood Advisors Group, LLC
1,657$217.9K0.0%GrowthLowBoston, MA2026-10-27
MBL Wealth, LLC
1,655$217.7K0.0%ETFLowCharlotte, NC2026-10-22
Farmers & Merchants Investments Inc
1,647$216.6K0.0%CoreVery LowLincoln, NE2026-10-22
Pinnacle Associates LTD
1,637$215.3K0.0%CoreLowNew York, NY2026-10-20
Parsons Capital Management Inc
1,626$213.8K0.0%CoreLowProvidence, RI2026-10-28
CX Institutional
1,622$2130.0%CoreMediumAuburn, IN2026-10-02
Fulton Bank, N.A.
1,611$211.9K0.0%CoreLowLancaster, PA2026-10-14
Oslo Pensjonsforsikring AS
1,604$210.9K0.0%ValueLowOslo, Norway2026-10-15
Sagespring Wealth Partners, LLC
1,560$205.1K0.0%ETFLowFranklin, TN2026-10-22
Elser Financial Planning, Inc
1,543$202.9K0.0%GARPLowIndianapolis, IN2026-10-16
Sheets Smith Wealth Management
1,542$202.8K0.0%CoreLowWinston-Salem, NC2026-10-16
First Citizens Bank & Trust Co
1,531$201.3K0.0%CoreMediumRaleigh, NC2026-10-14
Alta Advisers Ltd
1,526$200.7K0.0%GrowthLowLondon, United Kingdom2026-11-02
Parallel Advisors, LLC
1,507$198.2K0.0%IndexLowSan Francisco, CA2026-11-03
Essential Partners LLC
1,357$178.5K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Versant Capital Management, Inc
1,245$163.7K0.0%GARPLowPhoenix, AZ2026-10-02
Silver Grove Financial Group, Inc.
1,237$162.7K0.1%CoreMediumOrchard Park, NY2026-11-05
Bokf, NA
1,006$132.3K0.0%CoreLowTulsa, OK2026-10-27
EverSource Wealth Advisors, LLC
952$125.3K0.0%CoreMediumBirmingham, AL2026-11-04
Generali Investments, Management Co LLC
741$97.4K0.0%GrowthMediumLjubljana, Andorra2026-10-19
Y.D. More Investments Ltd
735$96.7K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
DiNuzzo Private Wealth, Inc.
715$94.0K0.0%ETFLowBeaver, PA2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
706$92.8K0.0%GrowthMediumZurich, Switzerland2026-10-29
Rosenberg Matthew Hamilton
705$92.7K0.0%ETFVery LowGrand Junction, CO2026-10-05
Parkside Financial Bank & Trust
637$83.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Trust Co of Vermont
621$81.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Cromwell Holdings LLC
620$81.5K0.0%IndexLowJackson, WY2026-10-28
Catalyst Capital Advisors LLC
600$78.9K0.0%ETFVery LowSan Juan, PR2026-11-02
Livforsakringsbolaget Skandia, Omsesidigt
600$78.9K0.0%GrowthMediumStockholm, Sweden2026-10-21
Simplex Trading, LLC
598$78.6K0.0%CoreVery HighChicago, IL2026-11-04
Root Financial Partners, LLC
597$78.5K0.0%ETFMediumEncinitas, CA2026-10-21
Lanark Financial, Inc.
597$78.5K0.0%CoreMediumBirmingham, AL2026-10-26
Creative Financial Designs Inc
594$78.1K0.0%ETFMediumKokomo, IN2026-11-04
First Bancorp, Inc
568$74.7K0.0%ValueVery LowDamariscotta, ME2026-10-26
Larson Financial Group LLC
567$74.5K0.0%GrowthLowSt Louis, MO2026-11-05
Global X Japan Co., Ltd.
565$74.3K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Generali Asset Management SPA SGR
561$73.8K0.0%CoreLowTrieste, Latvia2026-10-26
Chilton Capital Management LLC
524$68.9K0.0%GrowthMediumHouston, TX2026-10-28
Spire Wealth Management
504$66.3K0.0%GrowthMediumMclean, VA2026-10-30
Manchester Capital Management LLC
478$62.9K0.0%CoreLowManchester, VT2026-10-22
MassMutual Private Wealth & Trust, FSB
461$60.6K0.0%CoreLowSpringfield, MA2026-10-05
Elyxium Wealth, LLC
392$51.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Pathway Financial Advisers, LLC
385$50.7K0.0%CoreLowAuburn, IN2026-10-27
Deseret Mutual Benefit Administrators
369$48.5K0.0%CoreMediumSalt Lake City, UT2026-11-04
Fulcrum Asset Management LLP
364$48.6K0.0%CoreMediumLondon, United Kingdom2026-11-04
Cassaday & Co Wealth Management LLC
362$47.6K0.0%ETFVery LowMclean, VA2026-10-27
Asset Planning,Inc
350$46.0K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Armstrong Advisory Group, Inc
346$45.5K0.0%ETFHighNeedham, MA2026-10-09
Pinnacle Wealth Planning Services, Inc.
331$43.5K0.0%GARPLowMansfield, OH2026-10-27
Birch Financial Group, LLC
271$35.6K0.0%CoreLowKeene, NH2026-10-27
United Community Bank
269$35.4K0.0%CoreLowGreenville, SC2026-10-28
True Wealth Design, LLC
267$35.1K0.0%ETFMediumAkron, OH2026-10-13
MTM Investment Management, LLC
260$34.2K0.0%CoreVery LowSpartanburg, SC2026-10-30
Golden State Wealth Management, LLC
230$30.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Raiffeisen Bank International AG
203$27.1K0.0%GrowthMediumVienna, Chile2026-10-28
Chung Wu Investment Group, LLC
200$26.3K0.0%GrowthMediumSugar Land, TX2026-11-03
Covestor Ltd
193$250.0%ValueHighLondon, United Kingdom2026-10-30
Tobam
187$250.0%ValueHighParis, India2026-11-03
Capital Advisors, Ltd. LLC
183$24.0K0.0%ETFLowShaker Heights, OH2026-10-27
Activest Wealth Management
182$23.9K0.0%ETFLowAventura, FL2026-10-15
Nfsg Corp
180$23.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Blueline Advisors LLC
152$20.0K0.0%ETFLowExeter, NH2026-10-15
Davis Capital Management
152$20.0K0.0%CoreLowJacksonville, FL2026-10-08
Provenance Wealth Advisors, LLC
148$19.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
DT Investment Partners, LLC
142$18.7K0.0%ETFVery LowChadds Ford, PA2026-10-27
Bank of New Hampshire
138$18.1K0.0%CoreLowLaconia, NH2026-10-06
Essential Investment Partners LLC
138$18.1K0.0%GrowthLowEnglewood, CO2026-10-27
Caldwell Trust Co
134$17.6K0.0%GrowthLowVenice, FL2026-10-30
SJS Investment Consulting Inc.
132$17.4K0.0%ETFVery LowSylvania, OH2026-10-26
Buck Wealth Strategies, LLC
129$17.0K0.0%ValueMediumDenver, CO2026-10-28
Private Wealth Management Group, LLC
125$16.4K0.0%ETFLowPrinceton, NJ2026-10-19
Bell Investment Advisors, Inc
122$16.0K0.0%ETFVery LowOrinda, CA2026-10-29
TD Private Client Wealth LLC
110$14.5K0.0%ETFLowNew York, NY2026-10-28
James T. Borello RIA
107$14.1K0.0%ETFVery LowEast Dundee, IL2026-10-16
Dynamic Wealth Strategies, LLC
100$13.2K0.0%ETFLowGranite Bay, CA2026-10-16
Owl Creek Wealth Partners LLC
97$12.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Elevation Wealth Partners, LLC
95$12.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Salomon & Ludwin, LLC
90$11.8K0.0%ETFVery LowRichmond, VA2026-10-29
Washington Trust Advisors, Inc.
75$9.9K0.0%GrowthLowWellesley, MA2026-10-22
Avion Wealth
68$80.0%ETFLowThe Woodlands, TX2026-11-04
Joseph Group Capital Management
68$8.9K0.0%ETFLowColumbus, OH2026-11-04
MV Capital Management, Inc.
65$8.5K0.0%ETFLowBethesda, MD2026-10-29
High Note Wealth, LLC
63$8.3K0.0%ETFVery LowDeephaven, MN2026-10-27
Leonteq Securities AG
57$7.5K0.0%CoreHighZurich, Switzerland2026-10-29
Plante Moran Financial Advisors, LLC
51$6.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Byrne Asset Management LLC
50$6.7K0.0%CoreLowKingston, NJ2026-10-06
Westside Investment Management, Inc.
47$6.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Financial Management Professionals, Inc.
47$6.2K0.0%ETFMediumAustin, TX2026-10-23
American National Bank & Trust
41$5.4K0.0%CoreVery LowWichita Falls, TX2026-10-07
1620 Investment Advisors, Inc.
41$5.4K0.0%ValueLowPlymouth, MA2026-11-04
Evolution Wealth Management Inc.
38$5.0K0.0%ETFMediumFort Myers, FL2026-10-28
Rossby Financial, LCC
38$5.0K0.0%ETFMediumMelbourne, FL2026-11-05
Private Trust Co NA
38$5.0K0.0%CoreLowCleveland, OH2026-10-20
Gilpin Wealth Management, LLC
36$4.7K0.0%GrowthLowDenver, CO2026-10-09
Fortitude Family Office, LLC
35$4.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Ascentis Independent Advisors
32$4.2K0.0%ETFLowDallas, TX2026-11-03
Ares Financial Consulting, LLC
29$3.8K0.0%CoreLowCalabasas, CA2026-10-19
Blue Trust, Inc.
29$3.8K0.0%ETFLowBrentwood, TN2026-10-15
Proathlete Wealth Management LLC
27$3.6K0.0%ETFVery LowBoca Raton, FL2026-10-15
North Star Investment Management Corp.
27$3.6K0.0%CoreLowChicago, IL2026-10-27
Atlantic Edge Private Wealth Management, LLC
25$3.3K0.0%CoreLowJacksonville, FL2026-10-20
Ascentis Wealth Management, LLC
25$3.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Gold Investment Management Ltd.
24$3.2K0.0%GARPVery LowEdmonton, Abu Dhabi2026-10-19
POM Investment Strategies, LLC
24$3.2K0.0%ETFVery HighRaleigh, NC2026-10-20
UMB Private Wealth Management, LLC
23$3.0K0.0%GrowthN/AKansas City, MO2026-10-19
J.Safra Asset Management Corp
23$3.0K0.0%ETFLowNew York, NY2026-11-03
Indiana Trust & Investment Management Co
22$2.9K0.0%GrowthLowMishawaka, IN2026-10-22
Investors Research Corp
19$2.5K0.0%ETFLowAtlanta, GA2026-10-07
CoreCap Advisors, LLC
19$2.5K0.0%ETFMediumSouthfield, MI2026-10-08
Burk Holdings LLC
18$2.4K0.0%ETFVery LowTulsa, OK2026-11-05
Wolff Wiese Magana LLC
17$2.2K0.0%GrowthLowCarslbad, CA2026-10-15
KFG LLC
16$2.1K0.0%ETFN/ARapid City, SD2026-11-02
West Paces Advisors Inc.
16$2.1K0.0%ETFLowAtlanta, GA2026-10-13
Bangor Savings Bank
16$2.1K0.0%ETFLowBangor, ME2026-10-06
Hughes Financial Services, LLC
15$2.2K0.0%ETFLowHerndon, VA2026-10-30
Planning Strategies Inc.
15$2.0K0.0%ETFN/ALancaster, PA2026-10-02
Bfsg, LLC
15$2.0K0.0%CoreLowIrvine, CA2026-10-30
Clark Wealth Partners
14$1.8K0.0%ETFVery LowO'Fallon, IL2026-10-19
Grove Bank & Trust
14$1.8K0.0%ETFLowMiami, FL2026-10-08
First Horizon Corp
14$1.8K0.0%CoreLowMemphis, TN2026-10-26
Maseco LLP
14$1.8K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Highline Wealth Partners LLC
13$1.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Harbor Investment Advisory, LLC
12$1.6K0.0%GrowthLowLutherville, MD2026-10-13
William Mack & Associates, Inc.
12$1.6K0.0%ETFLowTroy, MI2026-10-27
Nvwm, LLC
12$1.6K0.0%GrowthMediumYardley, PA2026-10-14
Signature Equity Partners, LLC
11$1.4K0.0%GrowthMediumColumbus, OH2026-10-29
American Capital Advisory, LLC
11$1.4K0.0%ETFLowKetchum, ID2026-10-28
TFC Financial Management, Inc.
11$1.4K0.0%ETFVery LowBoston, MA2026-10-26
Financial Consulate, Inc
10$1.3K0.0%ETFLowHunt Valley, MD2026-10-23
Arlington Trust Co LLC
10$1.3K0.0%ETFMediumBirmingham, AL2026-10-20
Brown, Lisle Ings, Inc.
8$1.1K0.0%CoreVery LowProvidence, RI2026-10-16
Cape Investment Advisory, Inc.
8$1.1K0.0%ETFLowMcdonough, GA2026-10-13
Aspect Partners, LLC
7$9210.0%ETFMediumFairfax, VA2026-10-20
Quaker Wealth Management, LLC
7$9210.0%ETFMediumMoorestown, NJ2026-10-22
Retirement Wealth Solutions LLC
7$9370.0%ETFLowMarshfield, WI2026-10-07
Bare Financial Services, Inc
7$9210.0%ETFVery LowGap, PA2026-11-04
Triumph Capital Management
5$6580.0%ETFMediumDenver, CO2026-10-14
Strengthening Families & Communities, LLC
4$5260.0%CoreMediumBoston, MA2026-10-21
Kingdom Financial Group Llc.
4$5260.0%ETFMediumPeoria, AZ2026-11-04
Breakwater Investment Management
4$5270.0%ETFLowSeattle, WA2026-10-20
Compass Financial Management LLC
3$3950.0%CoreN/ATampa, FL2026-10-30
Pension & Wealth Management Advisors, Inc.
3$3950.0%ETFLowWaltham, MA2026-10-16
Ashurst Perkins Coie Trust Co
3$3940.0%CoreVery LowSeattle, WA2026-10-15
Hoey Investments, Inc
3$3950.0%Agg GrowthLowCoatesville, PA2026-10-29
Align Financial, LLC
3$3950.0%ETFVery LowHermantown, MN2026-10-16
Horizon Financial Services, LLC
1$1320.0%ETFLowWinston Salem, NC2026-11-04
Godsey & Gibb, Inc
1$1320.0%CoreLowRichmond, VA2026-10-14
GK Wealth Management LLC
1$1960.0%GARPVery HighReno, NV2026-10-09
Valley National Advisers Inc
1$1320.0%ETFLowBethlehem, PA2026-10-23
Monetary Solutions, Ltd
1$1320.0%ETFVery LowDayton, OH2026-10-22
Balance Wealth Partners LLC
0$630.0%ETFMediumWorthington, OH2026-10-27