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Factset Research Systems Inc (FDS)

CUSIP: 303075105 | NYSE | Financial Services · Financial Data & Stock Exchanges | Mid Cap | 2334 institutional holders

Quarters

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

Ninety One UK Ltd1,148,502
0.7% of portfolio›$310.0M
ProShare Advisors LLC681,980
0.3% of portfolio›$184.1M
Dimensional Fund Advisors LP483,849
0.0% of portfolio›$130.6M
Boston Trust Walden Corp308,252
0.7% of portfolio›$83.2M
Bank of New York Mellon Corp304,556
0.0% of portfolio›$82.2M
State of Michigan Retirement System253,528
0.3% of portfolio›$68.4M
Equity Investment Corp231,988
1.2% of portfolio›$62.6M
Yacktman Asset Management LP229,906
0.7% of portfolio›$62.1M
Vest Financial, LLC199,841
0.6% of portfolio›$53.9M
Everett Harris & Co162,352
0.5% of portfolio›$43.8M
Mcdonald Capital Investors Inc151,480
3.4% of portfolio›$40.9M
Markel Group Inc.135,376
0.3% of portfolio›$36.5M
Ninety One North America, Inc.79,523
1.0% of portfolio›$21.5M
Citigroup Inc75,610
0.0% of portfolio›$20.4M
Capricorn Fund Managers Ltd72,039
1.8% of portfolio›$19.4M
Creative Planning67,268
0.0% of portfolio›$18.2M
Mitsubishi UFJ Asset Management Co., Ltd.65,466
0.0% of portfolio›$17.7M
Willis Investment Counsel55,816
0.8% of portfolio›$15.1M
Hiddenite Capital Partners LP54,000
2.6% of portfolio›$14.6M
Running Oak Capital LLC46,082
2.1% of portfolio›$12.4M
Saybrook Capital45,234
3.0% of portfolio›$12.2M
Huntleigh Advisors, Inc.44,132
1.7% of portfolio›$11.9M
Mattern Capital Management, LLC43,757
1.4% of portfolio›$11.8M
Capital Management Corp43,384
1.8% of portfolio›$11.7M
Alps Advisors Inc39,569
0.0% of portfolio›$10.7M
Principal Financial Group Inc36,482
0.0% of portfolio›$9.8M
GHP Investment Advisors, Inc.36,407
0.4% of portfolio›$9.8M
Moran Wealth Management, LLC35,641
0.3% of portfolio›$9.6M
Assenagon Asset Management S.A.35,534
0.0% of portfolio›$9.6M
New York State Teachers Retirement System33,592
0.0% of portfolio›$9.1M
Wealth Enhancement Advisory Services, LLC32,491
0.0% of portfolio›$8.6M
Mirae Asset Global Investments Co., Ltd.26,489
0.0% of portfolio›$7.2M
Birch Capital Management, LLC25,980
3.3% of portfolio›$7.0M
Yousif Capital Management, LLC24,014
0.1% of portfolio›$6.5M
Hendershot Investments Inc.22,047
0.8% of portfolio›$6.0M
Allspring Global Investments Holdings, LLC21,991
0.0% of portfolio›$6.1M
Sumitomo Mitsui Trust Group, Inc.20,673
0.0% of portfolio›$5.6M
Hendley & Co Inc19,078
4.6% of portfolio›$5.2M
Procyon Advisors, LLC19,000
0.2% of portfolio›$5.1M
Wendell David Associates Inc17,030
1.0% of portfolio›$4.6M
Gateway Investment Advisers LLC16,777
0.0% of portfolio›$4.5M
Truist Financial Corp16,632
0.0% of portfolio›$4.5M
Deane Retirement Strategies, Inc.16,229
1.8% of portfolio›$4.4M
L. Roy Papp & Associates, LLP14,799
0.4% of portfolio›$4.0M
Marks Group Wealth Management, Inc13,617
0.3% of portfolio›$3.7M
State of Alaska, Department of Revenue12,702
0.1% of portfolio›$3.4M
State of New Jersey Common Pension Fund D11,678
0.0% of portfolio›$3.2M
Nisa Investment Advisors, LLC11,567
0.0% of portfolio›$3.1M
Czech National Bank10,219
0.0% of portfolio›$2.8M
Arizona State Retirement System10,023
0.0% of portfolio›$2.7M
LRZ Capital LLC9,996
0.8% of portfolio›$2.7M
New York Life Investment Management LLC9,938
0.0% of portfolio›$2.7M
Mitsubishi UFJ Asset Management (UK) Ltd.9,000
3.0% of portfolio›$2.4M
Total Wealth Planning & Management, Inc.8,993
1.8% of portfolio›$2.4M
Harbor Capital Advisors, Inc.8,728
0.4% of portfolio›$2.4M
Azzad Asset Management Inc8,684
0.2% of portfolio›$2.3M
Brighton Jones LLC8,612
0.0% of portfolio›$2.3M
Legacy Financial Strategies, LLC8,193
0.4% of portfolio›$2.2M
Parr Mcknight Wealth Management Group, LLC8,009
0.3% of portfolio›$2.2M
Metatron Capital Sicav plc - Metatron Long Term Equity Fund8,000
1.0% of portfolio›$2.2M
Commonwealth Equity Services, LLC7,963
0.0% of portfolio›$2.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS7,858
0.0% of portfolio›$2.1M
CIBC Asset Management Inc7,843
0.0% of portfolio›$2.1M
Atria Investments, Inc7,705
0.0% of portfolio›$2.1M
HB Wealth Management, LLC7,580
0.0% of portfolio›$1.8M
Retirement Systems of Alabama7,459
0.0% of portfolio›$2.0M
Wedbush Securities Inc7,416
0.1% of portfolio›$2.0M
Pictet Asset Management Holding SA7,388
0.0% of portfolio›$2.0M
Poehling Capital Management, Inc.7,312
0.4% of portfolio›$2.0M
US Bancorp \de\7,223
0.0% of portfolio›$1.9M
Alamar Capital Management, LLC6,860
0.9% of portfolio›$1.9M
Amalgamated Bank6,578
0.0% of portfolio›$1.8M
Neos Investment Management LLC6,387
0.0% of portfolio›$1.7M
Swiss Life Asset Management Ltd6,345
0.0% of portfolio›$1.7M
Cardinal Capital Management6,105
0.2% of portfolio›$1.6M
Eukles Asset Management6,063
0.7% of portfolio›$1.6M
Taylor Frigon Capital Management LLC5,868
0.8% of portfolio›$1.6M
Bath Savings Trust Co5,805
0.2% of portfolio›$1.6M
Third View Private Wealth, LLC5,596
0.2% of portfolio›$1.5M
Palisade Asset Management, LLC5,490
0.1% of portfolio›$1.5M
Spectrum Strategic Capital Management, LLC5,301
0.7% of portfolio›$1.4M
ICW Investment Advisors LLC5,250
0.5% of portfolio›$1.4M
PensionDanmark Pensionsforsikringsaktieselskab5,003
0.0% of portfolio›$1.4M
Western Financial Corp4,648
0.4% of portfolio›$1.3M
Assetmark, Inc4,605
0.0% of portfolio›$1.2M
Chicago Partners Investment Group LLC4,582
0.0% of portfolio›$1.5M
Xponance LLC4,395
0.0% of portfolio›$1.2M
Oregon Public Employees Retirement Fund4,380
0.0% of portfolio›$1.2M
Krilogy Financial LLC4,307
0.0% of portfolio›$1.2M
Sepio Capital, LP4,145
0.0% of portfolio›$1.1M
Virginia Retirement Systems ET Al4,100
0.0% of portfolio›$1.1M
Oppenheimer Asset Management Inc.3,956
0.0% of portfolio›$1.1M
Ethic Inc.3,827
0.0% of portfolio›$1.0M
Lido Advisors, LLC3,792
0.0% of portfolio›$1.0M
Chicago Capital, LLC3,791
0.0% of portfolio›$1.0M
Global X Japan Co., Ltd.3,757
0.0% of portfolio›$1.0M
Mutual of America Capital Management LLC3,637
0.0% of portfolio›$981.8K
Indivisible Partners3,624
0.0% of portfolio›$978.4K
Y-Intercept (Hong Kong) Ltd3,450
0.0% of portfolio›$931.3K
Norden Group LLC3,302
0.1% of portfolio›$891.5K
Sterling Capital Management LLC3,299
0.0% of portfolio›$890.6K
Linden Thomas Advisory Services, LLC3,191
0.1% of portfolio›$861.4K
Mitchell & Pahl Private Wealth, LLC3,180
0.3% of portfolio›$858.5K
Ridgewood Investments LLC3,168
0.3% of portfolio›$855.2K
Daiwa Securities Group Inc.3,075
0.0% of portfolio›$830.1K
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,018
0.0% of portfolio›$814.7K
Gibbs Wealth Management2,908
0.1% of portfolio›$785.1K
Portside Wealth Group, LLC2,883
0.1% of portfolio›$778.4K
Cambridge Investment Research Advisors, Inc.2,875
0.0% of portfolio›$776.0K
Radnor Capital Management, LLC2,845
0.1% of portfolio›$768.0K
Kestra Private Wealth Services, LLC2,751
0.0% of portfolio›$742.8K
Guardian Wealth Advisors, LLC2,745
0.4% of portfolio›$849.8K
Apollon Wealth Management, LLC2,671
0.0% of portfolio›$721.0K
Vise Technologies, Inc.2,661
0.0% of portfolio›$718.2K
Larson Financial Group LLC2,657
0.0% of portfolio›$717.3K
Mather Group, Llc.2,638
0.0% of portfolio›$712.1K
Wakefield Asset Management Lllp2,610
0.2% of portfolio›$704.6K
AlphaCore Capital LLC2,585
0.0% of portfolio›$697.8K
United Asset Strategies, Inc.2,568
0.0% of portfolio›$693.2K
NorthCrest Asset Manangement, LLC2,564
0.0% of portfolio›$734.6K
UniSuper Management Pty Ltd2,518
0.0% of portfolio›$679.7K
Citizens Financial Group Inc2,500
0.0% of portfolio›$674.9K
Illinois Municipal Retirement Fund2,491
0.0% of portfolio›$672.4K
Concurrent Investment Advisors, LLC2,465
0.0% of portfolio›$665.5K
Fulcrum Asset Management LLP2,465
0.0% of portfolio›$640.8K
Nicholas Hoffman & Company, Llc.2,452
0.0% of portfolio›$661.9K
Sage Private Wealth Group, LLC2,382
0.2% of portfolio›$643.0K
Mission Wealth Management, LP2,330
0.0% of portfolio›$628.9K
Daymark Wealth Partners, LLC2,317
0.0% of portfolio›$625.5K
Eads & Heald Wealth Management2,310
0.3% of portfolio›$623.6K
Thrivent Financial for Lutherans2,310
0.0% of portfolio›$624.0K
Marathon Capital Management2,296
0.1% of portfolio›$619.9K
Fideuram Asset Management (Ireland) dac2,224
0.0% of portfolio›$668.1K
Curated Wealth Partners LLC2,197
0.0% of portfolio›$593.1K
Tectonic Advisors LLC2,151
0.0% of portfolio›$580.6K
Praxis Investment Management Inc2,139
0.1% of portfolio›$577.0K
Compound Planning, Inc.2,130
0.0% of portfolio›$575.0K
Csenge Advisory Group2,111
0.0% of portfolio›$570.0K
Asset Management One Co., Ltd.2,104
0.0% of portfolio›$568.0K
D.B. Root & Company, LLC2,099
0.1% of portfolio›$566.6K
Wedmont Private Capital1,983
0.0% of portfolio›$568.2K
Milestone Asset Management Group, LLC1,968
0.2% of portfolio›$531.4K
Ahara Advisors LLC1,964
0.3% of portfolio›$530.2K
Argent Capital Management LLC1,955
0.0% of portfolio›$527.8K
Gamma Investing LLC1,943
0.0% of portfolio›$524.5K
Seelaus Asset Management LLC1,918
0.4% of portfolio›$517.8K
Hartford Investment Management Co1,917
0.0% of portfolio›$517.5K
Stiles Financial Services Inc1,901
0.1% of portfolio›$513.2K
Kintegral Advisory, LLC1,874
0.0% of portfolio›$505.9K
OpenArc Corporate Advisory, LLC1,850
0.0% of portfolio›$499.4K
VestGen Advisors, LLC1,832
0.0% of portfolio›$494.4K
KBC Group NV1,814
0.0% of portfolio›$490.0K
Certuity, LLC1,809
0.0% of portfolio›$488.2K
EverSource Wealth Advisors, LLC1,793
0.0% of portfolio›$484.1K
Ashton Thomas Private Wealth, LLC1,744
0.0% of portfolio›$470.8K
Perigon Wealth Management, LLC1,742
0.0% of portfolio›$470.3K
D.A. Davidson & Co.1,731
0.0% of portfolio›$467.4K
Louisiana State Employees Retirement System1,700
0.0% of portfolio›$458.9K
LB Partners LLC1,685
0.3% of portfolio›$454.9K
Alpha Family Trust1,635
0.2% of portfolio›$376.2K
Naples Global Advisors, LLC1,588
0.0% of portfolio›$428.7K
Harrell Investment Partners, LLC1,583
0.1% of portfolio›$427.3K
JGP Wealth Management, LLC1,546
0.0% of portfolio›$417.3K
Farther Finance Advisors, LLC1,512
0.0% of portfolio›$408.2K
Anchor Capital Advisors LLC1,500
0.0% of portfolio›$404.9K
Davenport & Co LLC1,463
0.0% of portfolio›$394.9K
V-Square Quantitative Management LLC1,455
0.0% of portfolio›$392.8K
Keybank National Association1,450
0.0% of portfolio›$391.4K
Sumitomo Mitsui DS Asset Management Company, Ltd1,435
0.0% of portfolio›$387.4K
Crestwood Advisors Group, LLC1,419
0.0% of portfolio›$383.1K
Midway Capital Research & Management1,366
0.3% of portfolio›$368.8K
Parcion Private Wealth LLC1,337
0.0% of portfolio›$360.9K
Prospera Financial Services Inc1,332
0.0% of portfolio›$440.9K
Alhambra Investment Management LLC1,324
0.2% of portfolio›$357.4K
Oak Thistle LLC1,280
0.0% of portfolio›$345.5K
CWA Asset Management Group, LLC1,275
0.0% of portfolio›$344.3K
One Wealth Capital Management, LLC1,273
0.1% of portfolio›$343.6K
Apella Capital, LLC1,268
0.0% of portfolio›$345.9K
Elevation Point Wealth Partners, LLC1,248
0.0% of portfolio›$337.1K
Michael J. Porro & Co. Financial Advisors, Inc.1,241
0.2% of portfolio›$335.0K
MCF Advisors LLC1,234
0.0% of portfolio›$333.1K
MacKenzie Financial Corp1,230
0.0% of portfolio›$332.0K
Soltis Investment Advisors LLC1,206
0.0% of portfolio›$325.7K
New Wave Wealth Advisors LLC1,205
0.1% of portfolio›$350.3K
Riversedge Advisors, LLC1,204
0.0% of portfolio›$325.0K
Signaturefd, LLC1,193
0.0% of portfolio›$322.1K
Plan Group Financial, LLC1,188
0.1% of portfolio›$371.0K
Ashton Thomas Securities, LLC1,186
0.0% of portfolio›$320.0K
Inscription Capital, LLC1,163
0.0% of portfolio›$313.8K
IFP Advisors, Inc1,160
0.0% of portfolio›$313.1K
Kestra Advisory Services, LLC1,160
0.0% of portfolio›$313.2K
Parallel Advisors, LLC1,160
0.0% of portfolio›$313.0K
Regions Financial Corp1,152
0.0% of portfolio›$311.0K
Baker Tilly Wealth Management, LLC1,139
0.1% of portfolio›$307.4K
MBL Wealth, LLC1,111
0.0% of portfolio›$299.9K
Fulcrum Wealth Advisors, LLC1,107
0.2% of portfolio›$298.7K
North Dakota State Investment Board1,101
0.0% of portfolio›$297.2K
Florida Trust Wealth Management Co1,096
0.0% of portfolio›$295.9K
Revisor Wealth Management LLC1,069
0.1% of portfolio›$321.0K
QTR Family Wealth, LLC1,048
0.1% of portfolio›$282.9K
Applied Finance Capital Management, LLC1,041
0.0% of portfolio›$281.0K
Advisortrust Partners, LLC1,032
0.1% of portfolio›$278.6K
Wincap Financial LLC1,005
0.1% of portfolio›$271.3K
Gen-Wealth Partners Inc996
0.1% of portfolio›$268.8K
Nilsine Partners, LLC986
0.0% of portfolio›$266.2K
Park Avenue Securities LLC985
0.0% of portfolio›$266.0K
Silver Lake Advisory, LLC981
0.1% of portfolio›$265.0K
LightSquare Wealth Management, LLC971
0.2% of portfolio›$262.1K
Harbor Investment Advisory, LLC965
0.0% of portfolio›$260.5K
Crossmark Global Holdings, Inc.931
0.0% of portfolio›$251.3K
Simplicity Wealth,LLC928
0.0% of portfolio›$250.5K
Net Worth Advisory Group911
0.1% of portfolio›$252.9K
West Bancorporation Inc902
0.1% of portfolio›$243.5K
Greenleaf Trust894
0.0% of portfolio›$241.3K
Alliance Wealth Advisors, LLC884
0.0% of portfolio›$238.6K
Ascent Group, LLC866
0.0% of portfolio›$233.8K
Beacon Investment Advisory Services, Inc.864
0.0% of portfolio›$233.2K
Kathmere Capital Management, LLC861
0.0% of portfolio›$232.4K
Journey Retirement Planning & Investment Management LLC851
0.2% of portfolio›$230.0K
Avior Wealth Management, LLC845
0.0% of portfolio›$228.1K
Destiny Wealth Partners, LLC845
0.0% of portfolio›$290.5K
Sovran Advisors, LLC837
0.0% of portfolio›$268.0K
Mystic Asset Management, Inc.830
0.0% of portfolio›$224.1K
Americana Partners, LLC829
0.0% of portfolio›$223.8K
Essential Partners LLC829
0.1% of portfolio›$223.8K
Blue Capital, Inc.821
0.1% of portfolio›$221.6K
HUB Investment Partners, LLC818
0.0% of portfolio›$220.8K
Ninety One SA (PTY) Ltd798
0.0% of portfolio›$215.4K
Hurlow Wealth Management Group, Inc.794
0.0% of portfolio›$214.3K
Beese Fulmer Investment Management, Inc.793
0.0% of portfolio›$214.1K
D'Orazio & Associates, Inc.790
0.0% of portfolio›$213.3K
Axxcess Wealth Management, LLC784
0.0% of portfolio›$211.7K
Cypress Point Wealth Management, LLC783
0.0% of portfolio›$211.4K
TD Private Client Wealth LLC783
0.0% of portfolio›$211.4K
Fort Washington Investment Advisors Inc776
0.0% of portfolio›$209.5K
Gryphon Financial Partners LLC771
0.0% of portfolio›$208.1K
Pinnacle Associates LTD760
0.0% of portfolio›$205.2K
Pinnacle Wealth Management Advisory Group, LLC760
0.0% of portfolio›$205.2K
Root Financial Partners, LLC713
0.0% of portfolio›$192.5K
Tema Etfs LLC669
0.0% of portfolio›$180.6K
Bullock Wealth Management Group648
0.1% of portfolio›$179.9K
Blue Trust, Inc.603
0.0% of portfolio›$162.8K
SBI Securities Co., Ltd.597
0.0% of portfolio›$161.2K
TD Waterhouse Canada Inc.566
0.0% of portfolio›$157.0K
SJS Investment Consulting Inc.511
0.0% of portfolio›$137.9K
Grove Bank & Trust501
0.0% of portfolio›$135.2K
True Wealth Design, LLC486
0.0% of portfolio›$131.2K
Strs Ohio486
0.0% of portfolio›$131.2K
CX Institutional463
0.0% of portfolio›$125
Lanark Financial, Inc.406
0.0% of portfolio›$109.6K
Manchester Capital Management LLC373
0.0% of portfolio›$100.7K
Rossby Financial, LCC326
0.0% of portfolio›$88.0K
Covestor Ltd300
0.2% of portfolio›$81.0K
Elyxium Wealth, LLC299
0.0% of portfolio›$80.9K
Wilmington Savings Fund Society, FSB298
0.0% of portfolio›$80.4K
DekaBank Deutsche Girozentrale297
0.0% of portfolio›$79
CoreCap Advisors, LLC288
0.0% of portfolio›$77.7K
GK Wealth Management LLC285
0.0% of portfolio›$77.1K
Versant Capital Management, Inc263
0.0% of portfolio›$71.0K
Compagnie Lombard Odier SCmA260
0.0% of portfolio›$70.2K
MassMutual Private Wealth & Trust, FSB222
0.0% of portfolio›$59.9K
Exchange Traded Concepts, LLC215
0.0% of portfolio›$58.0K
Caitong International Asset Management Co., Ltd210
0.0% of portfolio›$56.7K
Parkside Financial Bank & Trust210
0.0% of portfolio›$56.7K
Provenance Wealth Advisors, LLC199
0.0% of portfolio›$53.7K
Horizon Financial Services, LLC187
0.0% of portfolio›$50.5K
Owl Creek Wealth Partners LLC185
0.0% of portfolio›$49.9K
Union Bancaire Privee, UBP SA182
0.0% of portfolio›$44.1K
University of Texas S AM Investment Management Co177
0.0% of portfolio›$47.8K
Private Trust Co NA173
0.0% of portfolio›$46.7K
Farmers & Merchants Investments Inc172
0.0% of portfolio›$46.4K
Hilltop National Bank150
0.0% of portfolio›$40.5K
Elevation Wealth Partners, LLC143
0.0% of portfolio›$38.6K
USA Financial Formulas141
0.0% of portfolio›$38.1K
Rakuten Securities, Inc.122
0.0% of portfolio›$32.9K
Activest Wealth Management121
0.0% of portfolio›$32.7K
Trust Co108
0.0% of portfolio›$29.2K
Caldwell Trust Co95
0.0% of portfolio›$25.6K
Y.D. More Investments Ltd94
0.0% of portfolio›$25.4K
First Community Trust NA93
0.0% of portfolio›$25.1K
Washington Trust Advisors, Inc.90
0.0% of portfolio›$24.3K
Cromwell Holdings LLC82
0.0% of portfolio›$22.1K
Hartford Financial Management Inc.75
0.0% of portfolio›$20.2K
Pinnacle Wealth Planning Services, Inc.73
0.0% of portfolio›$19.7K
Salomon & Ludwin, LLC69
0.0% of portfolio›$18.6K
Quest 10 Wealth Builders, Inc.68
0.0% of portfolio›$18.4K
Silver Grove Financial Group, Inc.67
0.0% of portfolio›$18.1K
Financial Network Wealth Advisors LLC64
0.0% of portfolio›$17.3K
Rosenberg Matthew Hamilton61
0.0% of portfolio›$16.4K
Pension & Wealth Management Advisors, Inc.55
0.0% of portfolio›$15.0K
Oakworth Capital, Inc.50
0.0% of portfolio›$13.5K
First United Bank & Trust50
0.0% of portfolio›$13.5K
Highline Wealth Partners LLC48
0.0% of portfolio›$13.0K
Bare Financial Services, Inc48
0.0% of portfolio›$13.0K
MV Capital Management, Inc.45
0.0% of portfolio›$12.1K
Montag A & Associates Inc39
0.0% of portfolio›$10.6K
Lodestone Wealth Management LLC33
0.0% of portfolio›$8.9K
Center for Financial Planning, Inc.31
0.0% of portfolio›$8.4K
Private Wealth Management Group, LLC31
0.0% of portfolio›$8.4K
Piscataqua Savings Bank29
0.0% of portfolio›$7.8K
Clean Yield Group27
0.0% of portfolio›$7.3K
Financial Consulate, Inc25
0.0% of portfolio›$6.7K
MJT & Associates Financial Advisory Group, Inc.22
0.0% of portfolio›$5.9K
Essential Investment Partners LLC22
0.0% of portfolio›$5.9K
Ascentis Independent Advisors21
0.0% of portfolio›$5.7K
Kingdom Financial Group Llc.20
0.0% of portfolio›$5.4K
Physician Wealth Advisors, Inc.19
0.0% of portfolio›$5.1K
Aspect Partners, LLC19
0.0% of portfolio›$5.1K
Align Financial, LLC18
0.0% of portfolio›$4.9K
UMB Private Wealth Management, LLC17
0.0% of portfolio›$4.6K
Trust Co of Vermont17
0.0% of portfolio›$4.6K
WPG Advisers, LLC16
0.0% of portfolio›$4.3K
Spire Wealth Management15
0.0% of portfolio›$4.1K
Fortitude Family Office, LLC15
0.0% of portfolio›$4.0K
American National Bank & Trust13
0.0% of portfolio›$3.5K
Buck Wealth Strategies, LLC13
0.0% of portfolio›$3.5K
Cape Investment Advisory, Inc.13
0.0% of portfolio›$3.5K
Creative Financial Designs Inc13
0.0% of portfolio›$3.5K
Ascentis Wealth Management, LLC13
0.0% of portfolio›$3.5K
James T. Borello RIA13
0.0% of portfolio›$3.5K
J.Safra Asset Management Corp12
0.0% of portfolio›$3.2K
Country Trust Bank12
0.0% of portfolio›$3.2K
Cullen T Bankers, Inc.12
0.0% of portfolio›$3.2K
Hughes Financial Services, LLC12
0.0% of portfolio›$3.8K
Tounjian Advisory Partners, LLC12
0.0% of portfolio›$3.2K
JFS Wealth Advisors, LLC12
0.0% of portfolio›$3.2K
Planning Strategies Inc.11
0.0% of portfolio›$3.0K
DT Investment Partners, LLC11
0.0% of portfolio›$3.0K
Creative Capital Management Investments LLC11
0.0% of portfolio›$3.0K
Thurston, Springer, Miller, Herd & Titak, Inc.10
0.0% of portfolio›$2.7K
Avion Wealth10
0.0% of portfolio›$2
Golden State Wealth Management, LLC9
0.0% of portfolio›$2.5K
KFG LLC9
0.0% of portfolio›$2.4K
Retirement Wealth Solutions LLC9
0.0% of portfolio›$2.4K
Virginia Estate & Retirement Planning Advisors Inc.8
0.0% of portfolio›$2.2K
High Note Wealth, LLC7
0.0% of portfolio›$1.9K
Nfsg Corp7
0.0% of portfolio›$2.0K
Burkett Financial Services, LLC6
0.0% of portfolio›$1.7K
Princeton Global Asset Management LLC6
0.0% of portfolio›$1.6K
Armstrong Advisory Group, Inc6
0.0% of portfolio›$1.6K
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$1.6K
Meriwether Wealth & Planning, LLC6
0.0% of portfolio›$1.6K
Monetary Solutions, Ltd6
0.0% of portfolio›$1.6K
Harel Insurance Investments & Financial Services Ltd.6
0.0% of portfolio›$2
Capital Advisors, Ltd. LLC6
0.0% of portfolio›$2
Brown, Lisle Ings, Inc.6
0.0% of portfolio›$1.6K
Asset Dedication, LLC5
0.0% of portfolio›$1.4K
Triumph Capital Management5
0.0% of portfolio›$1.4K
Balance Wealth Partners LLC5
0.0% of portfolio›$1.3K
Valley National Advisers Inc5
0.0% of portfolio›$1.4K
Bay Harbor Wealth Management, LLC5
0.0% of portfolio›$1.4K
Quaker Wealth Management, LLC4
0.0% of portfolio›$1.1K
Acumen Wealth Advisors, LLC4
0.0% of portfolio›$1.1K
American Capital Advisory, LLC4
0.0% of portfolio›$1.1K
Clark Wealth Partners4
0.0% of portfolio›$1.1K
Bell Investment Advisors, Inc4
0.0% of portfolio›$1.1K
Granite FO LLC4
0.0% of portfolio›$1.1K
Nvwm, LLC3
0.0% of portfolio›$810
City State Bank3
0.0% of portfolio›$810
First Horizon Corp3
0.0% of portfolio›$810
Proathlete Wealth Management LLC2
0.0% of portfolio›$539
TFC Financial Management, Inc.2
0.0% of portfolio›$540
Wealth Enhancement Trust Services, Inc.2
0.0% of portfolio›$540
DecisionPoint Financial, LLC2
0.0% of portfolio›$556
Signature Equity Partners, LLC2
0.0% of portfolio›$546
Strengthening Families & Communities, LLC2
0.0% of portfolio›$540
Fairscale Capital, LLC2
0.0% of portfolio›$659
Burk Holdings LLC2
0.0% of portfolio›$540
Ashurst Perkins Coie Trust Co1
0.0% of portfolio›$269
WestEnd Advisors, LLC1
0.0% of portfolio›$270
Signature Resources Capital Management, LLC1
0.0% of portfolio›$270
Birch Financial Group, LLC0
0.0% of portfolio›$43
StyleTurnoverLocationFiled
Ninety One UK Ltd
1,148,502$310.0M0.7%CoreMediumLondon, United Kingdom2026-10-15
ProShare Advisors LLC
681,980$184.1M0.3%GrowthLowBethesda, MD2026-10-29
Dimensional Fund Advisors LP
483,849$130.6M0.0%IndexLowAustin, TX2026-11-04
Boston Trust Walden Corp
308,252$83.2M0.7%CoreLowBoston, MA2026-10-30
Bank of New York Mellon Corp
304,556$82.2M0.0%CoreLowNew York, NY2026-11-05
State of Michigan Retirement System
253,528$68.4M0.3%IndexLowEast Lansing, MI2026-10-27
Equity Investment Corp
231,988$62.6M1.2%YieldMediumAtlanta, GA2026-11-04
Yacktman Asset Management LP
229,906$62.1M0.7%ValueVery LowAustin, TX2026-11-02
Vest Financial, LLC
199,841$53.9M0.6%ValueMediumMclean, VA2026-10-21
Everett Harris & Co
162,352$43.8M0.5%CoreVery LowLos Angeles, CA2026-10-28
Mcdonald Capital Investors Inc
151,480$40.9M3.4%ValueVery LowOrinda, CA2026-10-27
Markel Group Inc.
135,376$36.5M0.3%CoreVery LowGlen Allen, VA2026-10-30
Ninety One North America, Inc.
79,523$21.5M1.0%CoreMediumNew York, NY2026-10-15
Citigroup Inc
75,610$20.4M0.0%CoreMediumNew York, NY2026-11-04
Capricorn Fund Managers Ltd
72,039$19.4M1.8%GARPVery HighLondon, United Kingdom2026-11-03
Creative Planning
67,268$18.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
65,466$17.7M0.0%IndexVery LowTokyo, Mexico2026-11-05
Willis Investment Counsel
55,816$15.1M0.8%CoreLowGainesville, GA2026-10-20
Hiddenite Capital Partners LP
54,000$14.6M2.6%GARPVery HighNew York, NY2026-10-29
Running Oak Capital LLC
46,082$12.4M2.1%ValueLowEdina, MN2026-11-04
Saybrook Capital
45,234$12.2M3.0%CoreVery LowSag Harbor, NY2026-10-27
Huntleigh Advisors, Inc.
44,132$11.9M1.7%GrowthMediumSt. Louis, MO2026-11-03
Mattern Capital Management, LLC
43,757$11.8M1.4%CoreMediumLakewood, CO2026-11-02
Capital Management Corp
43,384$11.7M1.8%YieldMediumGlen Allen, VA2026-10-29
Alps Advisors Inc
39,569$10.7M0.0%YieldLowDenver, CO2026-11-03
Principal Financial Group Inc
36,482$9.8M0.0%CoreLowDes Moines, IA2026-11-02
GHP Investment Advisors, Inc.
36,407$9.8M0.4%CoreVery LowDenver, CO2026-10-15
Moran Wealth Management, LLC
35,641$9.6M0.3%CoreMediumNaples, FL2026-10-22
Assenagon Asset Management S.A.
35,534$9.6M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
New York State Teachers Retirement System
33,592$9.1M0.0%CoreVery LowAlbany, NY2026-10-22
Wealth Enhancement Advisory Services, LLC
32,491$8.6M0.0%CoreLowPlymouth, MN2026-10-13
Mirae Asset Global Investments Co., Ltd.
26,489$7.2M0.0%GrowthLowSeoul, Malaysia2026-11-03
Birch Capital Management, LLC
25,980$7.0M3.3%CoreLowDallas, TX2026-10-27
Yousif Capital Management, LLC
24,014$6.5M0.1%IndexVery LowBloomfield Hills, MI2026-10-22
Hendershot Investments Inc.
22,047$6.0M0.8%CoreLowCentreville, VA2026-11-05
Allspring Global Investments Holdings, LLC
21,991$6.1M0.0%CoreMediumCharlotte, NC2026-11-04
Sumitomo Mitsui Trust Group, Inc.
20,673$5.6M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Hendley & Co Inc
19,078$5.2M4.6%CoreLowZanesville, OH2026-10-29
Procyon Advisors, LLC
19,000$5.1M0.2%CoreVery LowShelton, CT2026-10-21
Wendell David Associates Inc
17,030$4.6M1.0%CoreVery LowPortsmouth, NH2026-10-27
Gateway Investment Advisers LLC
16,777$4.5M0.0%GrowthLowCincinnati, OH2026-10-13
Truist Financial Corp
16,632$4.5M0.0%CoreLowCharlotte, NC2026-10-30
Deane Retirement Strategies, Inc.
16,229$4.4M1.8%CoreVery HighNew Orleans, LA2026-10-09
L. Roy Papp & Associates, LLP
14,799$4.0M0.4%CoreVery LowPhoenix, AZ2026-10-21
Marks Group Wealth Management, Inc
13,617$3.7M0.3%CoreMediumMinnetonka, MN2026-11-05
State of Alaska, Department of Revenue
12,702$3.4M0.1%CoreVery LowJuneau, AK2026-10-15
State of New Jersey Common Pension Fund D
11,678$3.2M0.0%CoreLowTrenton, NJ2026-11-05
Nisa Investment Advisors, LLC
11,567$3.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
Czech National Bank
10,219$2.8M0.0%IndexVery LowPrague, Bahrain2026-10-13
Arizona State Retirement System
10,023$2.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
LRZ Capital LLC
9,996$2.7M0.8%CoreMediumMiami, FL2026-11-05
New York Life Investment Management LLC
9,938$2.7M0.0%GrowthLowNew York, NY2026-11-04
Mitsubishi UFJ Asset Management (UK) Ltd.
9,000$2.4M3.0%CoreHighLondon, United Kingdom2026-10-22
Total Wealth Planning & Management, Inc.
8,993$2.4M1.8%CoreMediumPonte Vedra Beach, FL2026-10-23
Harbor Capital Advisors, Inc.
8,728$2.4M0.4%ValueHighChicago, IL2026-10-22
Azzad Asset Management Inc
8,684$2.3M0.2%GrowthMediumFalls Church, VA2026-11-04
Brighton Jones LLC
8,612$2.3M0.0%CoreVery LowSeattle, WA2026-11-03
Legacy Financial Strategies, LLC
8,193$2.2M0.4%ETFLowOverland Park, KS2026-10-15
Parr Mcknight Wealth Management Group, LLC
8,009$2.2M0.3%CoreMediumMinneapolis, MN2026-10-30
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
8,000$2.2M1.0%GrowthN/ABirkirkara, O12026-11-04
Commonwealth Equity Services, LLC
7,963$2.1M0.0%ETFLowWaltham, MA2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
7,858$2.1M0.0%CoreLowHarrisburg, PA2026-11-03
CIBC Asset Management Inc
7,843$2.1M0.0%GARPLowToronto, South Africa2026-11-05
Atria Investments, Inc
7,705$2.1M0.0%CoreMediumCharlotte, NC2026-10-15
HB Wealth Management, LLC
7,580$1.8M0.0%IndexVery LowAtlanta, GA2026-10-23
Retirement Systems of Alabama
7,459$2.0M0.0%IndexLowMontgomery, AL2026-11-04
Wedbush Securities Inc
7,416$2.0M0.1%CoreLowPasadena, CA2026-10-22
Pictet Asset Management Holding SA
7,388$2.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Poehling Capital Management, Inc.
7,312$2.0M0.4%ValueLowMadison, WI2026-10-20
US Bancorp \de\
7,223$1.9M0.0%IndexLowMinneapolis, MN2026-11-05
Alamar Capital Management, LLC
6,860$1.9M0.9%GrowthMediumSanta Barbara, CA2026-11-02
Amalgamated Bank
6,578$1.8M0.0%CoreVery LowNew York, NY2026-10-23
Neos Investment Management LLC
6,387$1.7M0.0%IndexVery LowWestport, CT2026-11-04
Swiss Life Asset Management Ltd
6,345$1.7M0.0%CoreLowZurich, Switzerland2026-11-03
Cardinal Capital Management
6,105$1.6M0.2%ValueVery LowRaleigh, NC2026-10-21
Eukles Asset Management
6,063$1.6M0.7%CoreLowCincinnati, OH2026-11-04
Taylor Frigon Capital Management LLC
5,868$1.6M0.8%GrowthMediumScottsdale, AZ2026-10-23
Bath Savings Trust Co
5,805$1.6M0.2%CoreLowBath, ME2026-10-07
Third View Private Wealth, LLC
5,596$1.5M0.2%GrowthLowWestport, CT2026-10-30
Palisade Asset Management, LLC
5,490$1.5M0.1%CoreVery LowMinneapolis, MN2026-11-03
Spectrum Strategic Capital Management, LLC
5,301$1.4M0.7%ETFMediumCorvallis, OR2026-10-22
ICW Investment Advisors LLC
5,250$1.4M0.5%CoreVery LowScottsdale, AZ2026-10-27
PensionDanmark Pensionsforsikringsaktieselskab
5,003$1.4M0.0%IndexLowCopenhagen O, Greece2026-10-19
Western Financial Corp
4,648$1.3M0.4%MomentumHighSan Diego, CA2026-10-14
Assetmark, Inc
4,605$1.2M0.0%ETFLowConcord, CA2026-10-21
Chicago Partners Investment Group LLC
4,582$1.5M0.0%GARPLowChicago, IL2026-10-27
Xponance LLC
4,395$1.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Oregon Public Employees Retirement Fund
4,380$1.2M0.0%IndexVery LowTigard, OR2026-10-30
Krilogy Financial LLC
4,307$1.2M0.0%GrowthLowSt. Louis, MO2026-10-13
Sepio Capital, LP
4,145$1.1M0.0%ETFLowSalt Lake City, UT2026-10-22
Virginia Retirement Systems ET Al
4,100$1.1M0.0%CoreMediumRichmond, VA2026-10-28
Oppenheimer Asset Management Inc.
3,956$1.1M0.0%CoreMediumNew York, NY2026-10-27
Ethic Inc.
3,827$1.0M0.0%CoreLowNew York, NY2026-11-03
Lido Advisors, LLC
3,792$1.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Chicago Capital, LLC
3,791$1.0M0.0%GrowthLowChicago, IL2026-10-13
Global X Japan Co., Ltd.
3,757$1.0M0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Mutual of America Capital Management LLC
3,637$981.8K0.0%IndexLowNew York, NY2026-10-23
Indivisible Partners
3,624$978.4K0.0%GrowthMediumClearwater, FL2026-10-26
Y-Intercept (Hong Kong) Ltd
3,450$931.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Norden Group LLC
3,302$891.5K0.1%GrowthMediumProvo, UT2026-10-20
Sterling Capital Management LLC
3,299$890.6K0.0%GARPMediumCharlotte, NC2026-10-22
Linden Thomas Advisory Services, LLC
3,191$861.4K0.1%CoreLowCharlotte, NC2026-10-19
Mitchell & Pahl Private Wealth, LLC
3,180$858.5K0.3%CoreVery LowOklahoma City, OK2026-10-14
Ridgewood Investments LLC
3,168$855.2K0.3%ValueMediumSpringfield, NJ2026-10-05
Daiwa Securities Group Inc.
3,075$830.1K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Loring Wolcott & Coolidge Fiduciary Advisors LLP
3,018$814.7K0.0%GrowthVery LowBoston, MA2026-10-23
Gibbs Wealth Management
2,908$785.1K0.1%CoreLowAlpharetta, GA2026-10-22
Portside Wealth Group, LLC
2,883$778.4K0.1%CoreMediumProvo, UT2026-10-20
Cambridge Investment Research Advisors, Inc.
2,875$776.0K0.0%ETFLowFairfield, IA2026-11-02
Radnor Capital Management, LLC
2,845$768.0K0.1%CoreLowWayne, PA2026-10-23
Kestra Private Wealth Services, LLC
2,751$742.8K0.0%GrowthLowAustin, TX2026-10-30
Guardian Wealth Advisors, LLC
2,745$849.8K0.4%ETFVery LowSt Louis Park, MN2026-10-30
Apollon Wealth Management, LLC
2,671$721.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Vise Technologies, Inc.
2,661$718.2K0.0%IndexLowNew York, NY2026-10-29
Larson Financial Group LLC
2,657$717.3K0.0%GrowthLowSt Louis, MO2026-11-05
Mather Group, Llc.
2,638$712.1K0.0%ETFMediumChicago, IL2026-10-14
Wakefield Asset Management Lllp
2,610$704.6K0.2%ValueMediumEnglewood, CO2026-11-05
AlphaCore Capital LLC
2,585$697.8K0.0%ETFLowLa Jolla, CA2026-11-04
United Asset Strategies, Inc.
2,568$693.2K0.0%GrowthLowGarden City, NY2026-10-28
NorthCrest Asset Manangement, LLC
2,564$734.6K0.0%GrowthLowPlymouth, MN2026-10-13
UniSuper Management Pty Ltd
2,518$679.7K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Citizens Financial Group Inc
2,500$674.9K0.0%GrowthLowProvidence, RI2026-10-23
Illinois Municipal Retirement Fund
2,491$672.4K0.0%CoreMediumOak Brook, IL2026-11-05
Concurrent Investment Advisors, LLC
2,465$665.5K0.0%GrowthMediumTampa, FL2026-10-16
Fulcrum Asset Management LLP
2,465$640.8K0.0%CoreMediumLondon, United Kingdom2026-11-04
Nicholas Hoffman & Company, Llc.
2,452$661.9K0.0%ETFVery LowAtlanta, GA2026-10-30
Sage Private Wealth Group, LLC
2,382$643.0K0.2%ETFLowOakbrook Terrace, IL2026-10-21
Mission Wealth Management, LP
2,330$628.9K0.0%ETFLowSanta Barbara, CA2026-10-15
Daymark Wealth Partners, LLC
2,317$625.5K0.0%CoreLowCincinnati, OH2026-11-04
Eads & Heald Wealth Management
2,310$623.6K0.3%CoreLowAtlanta, GA2026-10-29
Thrivent Financial for Lutherans
2,310$624.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Marathon Capital Management
2,296$619.9K0.1%CoreLowHunt Valley, MD2026-10-23
Fideuram Asset Management (Ireland) dac
2,224$668.1K0.0%CoreHighDublin 1, Lithuania2026-10-29
Curated Wealth Partners LLC
2,197$593.1K0.0%GARPLowEl Segundo, CA2026-10-15
Tectonic Advisors LLC
2,151$580.6K0.0%YieldLowFrisco, TX2026-10-22
Praxis Investment Management Inc
2,139$577.0K0.1%CoreLowGoshen, IN2026-11-03
Compound Planning, Inc.
2,130$575.0K0.0%CoreLowNew York, NY2026-11-05
Csenge Advisory Group
2,111$570.0K0.0%ETFMediumClearwater, FL2026-11-04
Asset Management One Co., Ltd.
2,104$568.0K0.0%IndexVery LowTokyo, Mexico2026-10-27
D.B. Root & Company, LLC
2,099$566.6K0.1%ETFLowPittsburgh, PA2026-11-04
Wedmont Private Capital
1,983$568.2K0.0%IndexVery LowWest Chester, PA2026-10-09
Milestone Asset Management Group, LLC
1,968$531.4K0.2%ETFVery LowAvon, CT2026-10-20
Ahara Advisors LLC
1,964$530.2K0.3%GrowthLowJersey City, NJ2026-10-29
Argent Capital Management LLC
1,955$527.8K0.0%CoreMediumSt Louis, MO2026-10-05
Gamma Investing LLC
1,943$524.5K0.0%IndexVery LowFoster City, CA2026-10-08
Seelaus Asset Management LLC
1,918$517.8K0.4%GrowthMediumChatham, NJ2026-10-14
Hartford Investment Management Co
1,917$517.5K0.0%IndexVery LowHartford, CT2026-11-04
Stiles Financial Services Inc
1,901$513.2K0.1%GrowthLowEdina, MN2026-10-30
Kintegral Advisory, LLC
1,874$505.9K0.0%GrowthVery LowNew York, NY2026-10-16
OpenArc Corporate Advisory, LLC
1,850$499.4K0.0%GrowthLowAtlanta, GA2026-10-21
VestGen Advisors, LLC
1,832$494.4K0.0%GrowthMediumChicago, IL2026-10-27
KBC Group NV
1,814$490.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Certuity, LLC
1,809$488.2K0.0%GARPLowNorth Palm Beach, FL2026-11-02
EverSource Wealth Advisors, LLC
1,793$484.1K0.0%CoreMediumBirmingham, AL2026-11-04
Ashton Thomas Private Wealth, LLC
1,744$470.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Perigon Wealth Management, LLC
1,742$470.3K0.0%GrowthLowSan Francisco, CA2026-10-22
D.A. Davidson & Co.
1,731$467.4K0.0%CoreLowGreat Falls, MT2026-10-28
Louisiana State Employees Retirement System
1,700$458.9K0.0%IndexLowBaton Rouge, LA2026-10-20
LB Partners LLC
1,685$454.9K0.3%ValueMediumCharlottesville, VA2026-11-05
Alpha Family Trust
1,635$376.2K0.2%GrowthLowLos Angeles, CA2026-11-04
Naples Global Advisors, LLC
1,588$428.7K0.0%CoreVery LowNaples, FL2026-11-05
Harrell Investment Partners, LLC
1,583$427.3K0.1%GrowthLowAustin, TX2026-10-15
JGP Wealth Management, LLC
1,546$417.3K0.0%CoreLowBend, OR2026-10-13
Farther Finance Advisors, LLC
1,512$408.2K0.0%IndexLowSan Francisco, CA2026-10-08
Anchor Capital Advisors LLC
1,500$404.9K0.0%ValueMediumBoston, MA2026-11-05
Davenport & Co LLC
1,463$394.9K0.0%CoreMediumRichmond, VA2026-10-14
V-Square Quantitative Management LLC
1,455$392.8K0.0%CoreLowChicago, IL2026-10-15
Keybank National Association
1,450$391.4K0.0%CoreLowBrooklyn, OH2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
1,435$387.4K0.0%IndexVery LowTokyo, Mexico2026-10-20
Crestwood Advisors Group, LLC
1,419$383.1K0.0%GrowthLowBoston, MA2026-10-27
Midway Capital Research & Management
1,366$368.8K0.3%CoreVery LowChicago, IL2026-10-20
Parcion Private Wealth LLC
1,337$360.9K0.0%CoreMediumBellevue, WA2026-10-28
Prospera Financial Services Inc
1,332$440.9K0.0%CoreMediumDallas, TX2026-11-04
Alhambra Investment Management LLC
1,324$357.4K0.2%CoreLowPalmetto Bay, FL2026-10-15
Oak Thistle LLC
1,280$345.5K0.0%ValueVery HighNew York, NY2026-10-21
CWA Asset Management Group, LLC
1,275$344.3K0.0%CoreMediumNaples, FL2026-10-19
One Wealth Capital Management, LLC
1,273$343.6K0.1%GrowthMediumScottsdale, AZ2026-10-23
Apella Capital, LLC
1,268$345.9K0.0%ETFVery LowWest Hartford, CT2026-10-08
Elevation Point Wealth Partners, LLC
1,248$337.1K0.0%CoreHighDenver, CO2026-11-05
Michael J. Porro & Co. Financial Advisors, Inc.
1,241$335.0K0.2%GrowthLowOld Tappan, NJ2026-10-16
MCF Advisors LLC
1,234$333.1K0.0%ETFLowLexington, KY2026-10-28
MacKenzie Financial Corp
1,230$332.0K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Soltis Investment Advisors LLC
1,206$325.7K0.0%CoreMediumSt. George, UT2026-10-28
New Wave Wealth Advisors LLC
1,205$350.3K0.1%CoreMediumSpringdale, AR2026-10-19
Riversedge Advisors, LLC
1,204$325.0K0.0%ETFMediumWilmington, DE2026-10-09
Signaturefd, LLC
1,193$322.1K0.0%IndexLowAtlanta, GA2026-10-23
Plan Group Financial, LLC
1,188$371.0K0.1%ETFMediumOklahoma City, OK2026-10-22
Ashton Thomas Securities, LLC
1,186$320.0K0.0%ETFMediumRochester, NY2026-10-26
Inscription Capital, LLC
1,163$313.8K0.0%GARPMediumHouston, TX2026-11-02
IFP Advisors, Inc
1,160$313.1K0.0%GrowthLowTampa, FL2026-10-16
Kestra Advisory Services, LLC
1,160$313.2K0.0%CoreLowAustin, TX2026-11-02
Parallel Advisors, LLC
1,160$313.0K0.0%IndexLowSan Francisco, CA2026-11-03
Regions Financial Corp
1,152$311.0K0.0%CoreLowBirmingham, AL2026-11-05
Baker Tilly Wealth Management, LLC
1,139$307.4K0.1%GrowthLowMadison, WI2026-10-05
MBL Wealth, LLC
1,111$299.9K0.0%ETFLowCharlotte, NC2026-10-22
Fulcrum Wealth Advisors, LLC
1,107$298.7K0.2%GrowthMediumBellevue, WA2026-10-16
North Dakota State Investment Board
1,101$297.2K0.0%GrowthMediumBismarck, ND2026-10-27
Florida Trust Wealth Management Co
1,096$295.9K0.0%CoreVery LowSanibel, FL2026-11-05
Revisor Wealth Management LLC
1,069$321.0K0.1%CoreLowAkron, OH2026-10-20
QTR Family Wealth, LLC
1,048$282.9K0.1%GrowthMediumLake Mary, FL2026-11-02
Applied Finance Capital Management, LLC
1,041$281.0K0.0%CoreMediumSan Juan, PR2026-11-03
Advisortrust Partners, LLC
1,032$278.6K0.1%CoreHighRaleigh, NC2026-11-02
Wincap Financial LLC
1,005$271.3K0.1%CoreLowBoston, MA2026-10-20
Gen-Wealth Partners Inc
996$268.8K0.1%CoreLowZeeland, MI2026-11-04
Nilsine Partners, LLC
986$266.2K0.0%CoreMediumGreenwood Village, CO2026-11-02
Park Avenue Securities LLC
985$266.0K0.0%ETFMediumNew York, NY2026-10-26
Silver Lake Advisory, LLC
981$265.0K0.1%CoreLowCottonwood Heights, UT2026-10-22
LightSquare Wealth Management, LLC
971$262.1K0.2%ETFN/ABingham Farms, MI2026-11-03
Harbor Investment Advisory, LLC
965$260.5K0.0%GrowthLowLutherville, MD2026-10-13
Crossmark Global Holdings, Inc.
931$251.3K0.0%GARPMediumHouston, TX2026-10-21
Simplicity Wealth,LLC
928$250.5K0.0%ETFLowSummit, NJ2026-10-23
Net Worth Advisory Group
911$252.9K0.1%GARPMediumSandy, UT2026-10-20
West Bancorporation Inc
902$243.5K0.1%ETFLowWest Des Moines, IA2026-10-29
Greenleaf Trust
894$241.3K0.0%CoreLowKalamazoo, MI2026-10-29
Alliance Wealth Advisors, LLC
884$238.6K0.0%ETFHighCenterville, UT2026-10-28
Ascent Group, LLC
866$233.8K0.0%CoreLowVirginia Beach, VA2026-10-30
Beacon Investment Advisory Services, Inc.
864$233.2K0.0%GrowthLowMorristown, NJ2026-10-13
Kathmere Capital Management, LLC
861$232.4K0.0%ETFLowWayne, PA2026-10-20
Journey Retirement Planning & Investment Management LLC
851$230.0K0.2%CoreLowAmmon, ID2026-10-09
Avior Wealth Management, LLC
845$228.1K0.0%ETFMediumOmaha, NE2026-10-13
Destiny Wealth Partners, LLC
845$290.5K0.0%ETFMediumTavares, FL2026-11-05
Sovran Advisors, LLC
837$268.0K0.0%ETFMediumSan Diego, CA2026-11-02
Mystic Asset Management, Inc.
830$224.1K0.0%CoreVery LowWarwick, RI2026-10-15
Americana Partners, LLC
829$223.8K0.0%CoreMediumHouston, TX2026-10-28
Essential Partners LLC
829$223.8K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Blue Capital, Inc.
821$221.6K0.1%CoreHighOmaha, NE2026-10-13
HUB Investment Partners, LLC
818$220.8K0.0%GrowthLowAustin, TX2026-11-03
Ninety One SA (PTY) Ltd
798$215.4K0.0%YieldMediumCape Town, Thailand2026-10-15
Hurlow Wealth Management Group, Inc.
794$214.3K0.0%ETFVery LowBloomington, IN2026-10-29
Beese Fulmer Investment Management, Inc.
793$214.1K0.0%CoreLowCanton, OH2026-10-23
D'Orazio & Associates, Inc.
790$213.3K0.0%ETFLowVienna, VA2026-11-04
Axxcess Wealth Management, LLC
784$211.7K0.0%CoreLowCarlsbad, CA2026-10-21
Cypress Point Wealth Management, LLC
783$211.4K0.0%ETFLowDallas, TX2026-11-03
TD Private Client Wealth LLC
783$211.4K0.0%ETFLowNew York, NY2026-10-28
Fort Washington Investment Advisors Inc
776$209.5K0.0%CoreLowCincinnati, OH2026-10-15
Gryphon Financial Partners LLC
771$208.1K0.0%IndexLowColumbus, OH2026-11-04
Pinnacle Associates LTD
760$205.2K0.0%CoreLowNew York, NY2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
760$205.2K0.0%GrowthLowRed Bank, NJ2026-10-23
Root Financial Partners, LLC
713$192.5K0.0%ETFMediumEncinitas, CA2026-10-21
Tema Etfs LLC
669$180.6K0.0%GrowthMediumNew York, NY2026-10-16
Bullock Wealth Management Group
648$179.9K0.1%GrowthLowBloomington, IN2026-10-09
Blue Trust, Inc.
603$162.8K0.0%ETFLowBrentwood, TN2026-10-15
SBI Securities Co., Ltd.
597$161.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
TD Waterhouse Canada Inc.
566$157.0K0.0%CoreLowToronto, Australia2026-10-16
SJS Investment Consulting Inc.
511$137.9K0.0%ETFVery LowSylvania, OH2026-10-26
Grove Bank & Trust
501$135.2K0.0%ETFLowMiami, FL2026-10-08
True Wealth Design, LLC
486$131.2K0.0%ETFMediumAkron, OH2026-10-13
Strs Ohio
486$131.2K0.0%CoreMediumColumbus, OH2026-10-30
CX Institutional
463$1250.0%CoreMediumAuburn, IN2026-10-02
Lanark Financial, Inc.
406$109.6K0.0%CoreMediumBirmingham, AL2026-10-26
Manchester Capital Management LLC
373$100.7K0.0%CoreLowManchester, VT2026-10-22
Rossby Financial, LCC
326$88.0K0.0%ETFMediumMelbourne, FL2026-11-05
Covestor Ltd
300$81.0K0.2%ValueHighLondon, United Kingdom2026-10-30
Elyxium Wealth, LLC
299$80.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Wilmington Savings Fund Society, FSB
298$80.4K0.0%CoreLowWilmington, DE2026-10-23
DekaBank Deutsche Girozentrale
297$790.0%CoreLowFrankfurt, Hong Kong2026-10-27
CoreCap Advisors, LLC
288$77.7K0.0%ETFMediumSouthfield, MI2026-10-08
GK Wealth Management LLC
285$77.1K0.0%GARPVery HighReno, NV2026-10-09
Versant Capital Management, Inc
263$71.0K0.0%GARPLowPhoenix, AZ2026-10-02
Compagnie Lombard Odier SCmA
260$70.2K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
MassMutual Private Wealth & Trust, FSB
222$59.9K0.0%CoreLowSpringfield, MA2026-10-05
Exchange Traded Concepts, LLC
215$58.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Caitong International Asset Management Co., Ltd
210$56.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Parkside Financial Bank & Trust
210$56.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Provenance Wealth Advisors, LLC
199$53.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Horizon Financial Services, LLC
187$50.5K0.0%ETFLowWinston Salem, NC2026-11-04
Owl Creek Wealth Partners LLC
185$49.9K0.0%IndexLowGreenwood Village, CO2026-10-20
Union Bancaire Privee, UBP SA
182$44.1K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
University of Texas S AM Investment Management Co
177$47.8K0.0%CoreHighAustin, TX2026-11-03
Private Trust Co NA
173$46.7K0.0%CoreLowCleveland, OH2026-10-20
Farmers & Merchants Investments Inc
172$46.4K0.0%CoreVery LowLincoln, NE2026-10-22
Hilltop National Bank
150$40.5K0.0%CoreLowCasper, WY2026-10-14
Elevation Wealth Partners, LLC
143$38.6K0.0%ETFLowWalnut Creek, CA2026-10-07
USA Financial Formulas
141$38.1K0.0%ETFVery HighAda, MI2026-10-16
Rakuten Securities, Inc.
122$32.9K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Activest Wealth Management
121$32.7K0.0%ETFLowAventura, FL2026-10-15
Trust Co
108$29.2K0.0%ETFVery LowManhattan, KS2026-10-09
Caldwell Trust Co
95$25.6K0.0%GrowthLowVenice, FL2026-10-30
Y.D. More Investments Ltd
94$25.4K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
First Community Trust NA
93$25.1K0.0%GrowthLowDubuque, IA2026-10-07
Washington Trust Advisors, Inc.
90$24.3K0.0%GrowthLowWellesley, MA2026-10-22
Cromwell Holdings LLC
82$22.1K0.0%IndexLowJackson, WY2026-10-28
Hartford Financial Management Inc.
75$20.2K0.0%CoreLowWest Hartford, CT2026-10-21
Pinnacle Wealth Planning Services, Inc.
73$19.7K0.0%GARPLowMansfield, OH2026-10-27
Salomon & Ludwin, LLC
69$18.6K0.0%ETFVery LowRichmond, VA2026-10-29
Quest 10 Wealth Builders, Inc.
68$18.4K0.0%ETFLowFuquay-Varina, VA2026-11-02
Silver Grove Financial Group, Inc.
67$18.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Financial Network Wealth Advisors LLC
64$17.3K0.0%ETFLowMurray, UT2026-10-28
Rosenberg Matthew Hamilton
61$16.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
Pension & Wealth Management Advisors, Inc.
55$15.0K0.0%ETFLowWaltham, MA2026-10-16
Oakworth Capital, Inc.
50$13.5K0.0%ETFLowBirmingham, AL2026-10-26
First United Bank & Trust
50$13.5K0.0%CoreLowOakland, MD2026-10-22
Highline Wealth Partners LLC
48$13.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Bare Financial Services, Inc
48$13.0K0.0%ETFVery LowGap, PA2026-11-04
MV Capital Management, Inc.
45$12.1K0.0%ETFLowBethesda, MD2026-10-29
Montag A & Associates Inc
39$10.6K0.0%CoreLowAtlanta, GA2026-10-29
Lodestone Wealth Management LLC
33$8.9K0.0%CoreLowSpokane, WA2026-10-14
Center for Financial Planning, Inc.
31$8.4K0.0%ETFLowSouthfied, MI2026-10-26
Private Wealth Management Group, LLC
31$8.4K0.0%ETFLowPrinceton, NJ2026-10-19
Piscataqua Savings Bank
29$7.8K0.0%CoreVery LowPortsmouth, NH2026-10-21
Clean Yield Group
27$7.3K0.0%CoreLowNorwich, VT2026-10-28
Financial Consulate, Inc
25$6.7K0.0%ETFLowHunt Valley, MD2026-10-23
MJT & Associates Financial Advisory Group, Inc.
22$5.9K0.0%ETFLowMontevideo, MN2026-10-07
Essential Investment Partners LLC
22$5.9K0.0%GrowthLowEnglewood, CO2026-10-27
Ascentis Independent Advisors
21$5.7K0.0%ETFLowDallas, TX2026-11-03
Kingdom Financial Group Llc.
20$5.4K0.0%ETFMediumPeoria, AZ2026-11-04
Physician Wealth Advisors, Inc.
19$5.1K0.0%ETFMediumMidvale, UT2026-10-20
Aspect Partners, LLC
19$5.1K0.0%ETFMediumFairfax, VA2026-10-20
Align Financial, LLC
18$4.9K0.0%ETFVery LowHermantown, MN2026-10-16
UMB Private Wealth Management, LLC
17$4.6K0.0%GrowthN/AKansas City, MO2026-10-19
Trust Co of Vermont
17$4.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
WPG Advisers, LLC
16$4.3K0.0%CoreLowBaltimore, MD2026-10-27
Spire Wealth Management
15$4.1K0.0%GrowthMediumMclean, VA2026-10-30
Fortitude Family Office, LLC
15$4.0K0.0%ETFMediumScottsdale, AZ2026-10-14
American National Bank & Trust
13$3.5K0.0%CoreVery LowWichita Falls, TX2026-10-07
Buck Wealth Strategies, LLC
13$3.5K0.0%ValueMediumDenver, CO2026-10-28
Cape Investment Advisory, Inc.
13$3.5K0.0%ETFLowMcdonough, GA2026-10-13
Creative Financial Designs Inc
13$3.5K0.0%ETFMediumKokomo, IN2026-11-04
Ascentis Wealth Management, LLC
13$3.5K0.0%Agg GrowthLowDallas, TX2026-11-03
James T. Borello RIA
13$3.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
J.Safra Asset Management Corp
12$3.2K0.0%ETFLowNew York, NY2026-11-03
Country Trust Bank
12$3.2K0.0%GrowthLowBloomington, IL2026-10-30
Cullen T Bankers, Inc.
12$3.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Hughes Financial Services, LLC
12$3.8K0.0%ETFLowHerndon, VA2026-10-30
Tounjian Advisory Partners, LLC
12$3.2K0.0%GrowthHighFort Myers, FL2026-11-04
JFS Wealth Advisors, LLC
12$3.2K0.0%ETFVery LowHermitage, PA2026-11-03
Planning Strategies Inc.
11$3.0K0.0%ETFN/ALancaster, PA2026-10-02
DT Investment Partners, LLC
11$3.0K0.0%ETFVery LowChadds Ford, PA2026-10-27
Creative Capital Management Investments LLC
11$3.0K0.0%ETFLowSan Diego, CA2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
10$2.7K0.0%GrowthMediumIndianapolis, IN2026-10-14
Avion Wealth
10$20.0%ETFLowThe Woodlands, TX2026-11-04
Golden State Wealth Management, LLC
9$2.5K0.0%ETFMediumSanta Ana, CA2026-11-02
KFG LLC
9$2.4K0.0%ETFN/ARapid City, SD2026-11-02
Retirement Wealth Solutions LLC
9$2.4K0.0%ETFLowMarshfield, WI2026-10-07
Virginia Estate & Retirement Planning Advisors Inc.
8$2.2K0.0%ETFLowGlen Allen, VA2026-10-14
High Note Wealth, LLC
7$1.9K0.0%ETFVery LowDeephaven, MN2026-10-27
Nfsg Corp
7$2.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Burkett Financial Services, LLC
6$1.7K0.0%ETFLowRock Hill, SC2026-10-01
Princeton Global Asset Management LLC
6$1.6K0.0%GrowthLowPrinceton, NJ2026-10-21
Armstrong Advisory Group, Inc
6$1.6K0.0%ETFHighNeedham, MA2026-10-09
DiNuzzo Private Wealth, Inc.
6$1.6K0.0%ETFLowBeaver, PA2026-10-16
Meriwether Wealth & Planning, LLC
6$1.6K0.0%ETFMediumMinden, LA2026-10-13
Monetary Solutions, Ltd
6$1.6K0.0%ETFVery LowDayton, OH2026-10-22
Harel Insurance Investments & Financial Services Ltd.
6$20.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Capital Advisors, Ltd. LLC
6$20.0%ETFLowShaker Heights, OH2026-10-27
Brown, Lisle Ings, Inc.
6$1.6K0.0%CoreVery LowProvidence, RI2026-10-16
Asset Dedication, LLC
5$1.4K0.0%ETFLowSan Francisco, CA2026-11-03
Triumph Capital Management
5$1.4K0.0%ETFMediumDenver, CO2026-10-14
Balance Wealth Partners LLC
5$1.3K0.0%ETFMediumWorthington, OH2026-10-27
Valley National Advisers Inc
5$1.4K0.0%ETFLowBethlehem, PA2026-10-23
Bay Harbor Wealth Management, LLC
5$1.4K0.0%ETFMediumHunt Valley, MD2026-11-03
Quaker Wealth Management, LLC
4$1.1K0.0%ETFMediumMoorestown, NJ2026-10-22
Acumen Wealth Advisors, LLC
4$1.1K0.0%GrowthHighChattanooga, TN2026-11-05
American Capital Advisory, LLC
4$1.1K0.0%ETFLowKetchum, ID2026-10-28
Clark Wealth Partners
4$1.1K0.0%ETFVery LowO'Fallon, IL2026-10-19
Bell Investment Advisors, Inc
4$1.1K0.0%ETFVery LowOrinda, CA2026-10-29
Granite FO LLC
4$1.1K0.0%GARPVery LowGilford, NH2026-10-14
Nvwm, LLC
3$8100.0%GrowthMediumYardley, PA2026-10-14
City State Bank
3$8100.0%GrowthVery LowNorwalk, IA2026-10-20
First Horizon Corp
3$8100.0%CoreLowMemphis, TN2026-10-26
Proathlete Wealth Management LLC
2$5390.0%ETFVery LowBoca Raton, FL2026-10-15
TFC Financial Management, Inc.
2$5400.0%ETFVery LowBoston, MA2026-10-26
Wealth Enhancement Trust Services, Inc.
2$5400.0%GrowthMediumSioux Falls, SD2026-10-07
DecisionPoint Financial, LLC
2$5560.0%ETFVery LowMesa, AZ2026-10-27
Signature Equity Partners, LLC
2$5460.0%GrowthMediumColumbus, OH2026-10-29
Strengthening Families & Communities, LLC
2$5400.0%CoreMediumBoston, MA2026-10-21
Fairscale Capital, LLC
2$6590.0%GrowthVery LowNashua, NH2026-11-04
Burk Holdings LLC
2$5400.0%ETFVery LowTulsa, OK2026-11-05
Ashurst Perkins Coie Trust Co
1$2690.0%CoreVery LowSeattle, WA2026-10-15
WestEnd Advisors, LLC
1$2700.0%ETFMediumCharlotte, NC2026-10-27
Signature Resources Capital Management, LLC
1$2700.0%ETFLowNewport Beach, CA2026-10-16
Birch Financial Group, LLC
0$430.0%CoreLowKeene, NH2026-10-27