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Federal Realty Invs Trust (FRT)

CUSIP: 313745101 | NYSE | Real Estate · REIT - Retail | Mid Cap | 1093 institutional holders

Quarters

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

ProShare Advisors LLC1,344,848
0.2% of portfolio›$145.6M
Dimensional Fund Advisors LP1,287,299
0.0% of portfolio›$139.4M
Vest Financial, LLC391,868
0.4% of portfolio›$42.4M
Private Management Group Inc287,520
0.9% of portfolio›$31.1M
MacKenzie Financial Corp277,867
0.0% of portfolio›$30.1M
Citigroup Inc269,593
0.0% of portfolio›$29.2M
Mitsubishi UFJ Asset Management Co., Ltd.210,586
0.0% of portfolio›$22.8M
Pacific Heights Asset Management LLC200,000
0.7% of portfolio›$21.7M
RWC Asset Management LLP179,074
0.7% of portfolio›$19.4M
UniSuper Management Pty Ltd149,528
0.1% of portfolio›$16.2M
Creative Planning138,724
0.0% of portfolio›$15.0M
Asset Management One Co., Ltd.134,729
0.0% of portfolio›$14.6M
Principal Financial Group Inc133,409
0.0% of portfolio›$14.4M
Robeco Institutional Asset Management B.V.133,285
0.0% of portfolio›$14.4M
Truist Financial Corp125,746
0.0% of portfolio›$13.6M
Sumitomo Mitsui Trust Group, Inc.116,675
0.0% of portfolio›$12.6M
Strs Ohio115,257
0.0% of portfolio›$12.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS91,288
0.0% of portfolio›$9.9M
Chilton Capital Management LLC88,952
0.3% of portfolio›$9.6M
Yousif Capital Management, LLC73,489
0.1% of portfolio›$8.0M
Retirement Systems of Alabama60,538
0.0% of portfolio›$6.6M
New York State Teachers Retirement System57,704
0.0% of portfolio›$6.2K
Intact Investment Management Inc.55,100
0.2% of portfolio›$6.0M
Wealth Enhancement Advisory Services, LLC53,310
0.0% of portfolio›$4.8M
JB Capital LLC52,143
0.2% of portfolio›$5.6M
ABC Arbitrage SA50,661
0.5% of portfolio›$5.5M
State of Alaska, Department of Revenue50,531
0.0% of portfolio›$761.7K
Daiwa Securities Group Inc.42,527
0.0% of portfolio›$4.6M
Vert Asset Management LLC39,599
1.3% of portfolio›$4.3M
Mirae Asset Global Investments Co., Ltd.35,713
0.0% of portfolio›$3.9M
Oak Thistle LLC35,535
0.4% of portfolio›$3.8M
Carrera Capital Advisors33,776
0.5% of portfolio›$3.7M
Neos Investment Management LLC32,127
0.0% of portfolio›$3.4M
Farmers & Merchants Investments Inc30,769
0.1% of portfolio›$3.3M
Morguard Lincluden Global Investments Ltd27,879
0.0% of portfolio›$3.0K
Czech National Bank22,968
0.0% of portfolio›$2.5M
New York Life Investment Management LLC22,646
0.0% of portfolio›$2.5M
Sumitomo Mitsui DS Asset Management Company, Ltd21,955
0.0% of portfolio›$2.4M
Arizona State Retirement System21,894
0.0% of portfolio›$2.4M
State of Michigan Retirement System20,124
0.0% of portfolio›$2.2M
Inspire Investing, LLC19,524
0.1% of portfolio›$2.1M
Pathway Financial Advisers, LLC19,106
0.5% of portfolio›$2.1M
Y-Intercept (Hong Kong) Ltd18,113
0.0% of portfolio›$2.0M
Bokf, NA17,424
0.0% of portfolio›$1.9M
Xcel Wealth Management, LLC17,371
0.5% of portfolio›$1.9M
IFM Investors Pty Ltd17,278
0.0% of portfolio›$1.9M
Pictet Asset Management Holding SA16,564
0.0% of portfolio›$1.8M
Allspring Global Investments Holdings, LLC15,143
0.0% of portfolio›$1.6M
Sigma Planning Corp15,077
0.0% of portfolio›$1.6M
Achmea Investment Management B.V.14,577
0.0% of portfolio›$1.6M
Atria Investments, Inc14,209
0.0% of portfolio›$1.5M
Amalgamated Bank13,951
0.0% of portfolio›$1.5K
Xponance LLC13,036
0.0% of portfolio›$1.4M
Lido Advisors, LLC12,310
0.0% of portfolio›$1.3M
Nisa Investment Advisors, LLC12,124
0.0% of portfolio›$1.3M
Brighton Jones LLC12,066
0.0% of portfolio›$1.3M
Mattern Capital Management, LLC11,706
0.1% of portfolio›$1.3M
HUB Investment Partners, LLC11,365
0.0% of portfolio›$1.2M
Huntleigh Advisors, Inc.11,347
0.2% of portfolio›$1.2M
PFW Advisors LLC10,582
0.3% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.10,525
0.0% of portfolio›$1.1K
Vanderbilt University10,388
0.1% of portfolio›$1.1M
Friedenthal Financial10,300
0.5% of portfolio›$1.1M
Contravisory Investment Management, Inc.10,215
0.2% of portfolio›$1.1M
Oregon Public Employees Retirement Fund9,879
0.0% of portfolio›$1.1M
Spirit of America Management Corp9,700
0.2% of portfolio›$1.1M
Chicago Partners Investment Group LLC9,299
0.0% of portfolio›$1.0M
First Citizens Bank & Trust Co8,400
0.0% of portfolio›$909.6K
Mutual of America Capital Management LLC8,231
0.0% of portfolio›$891.3K
Swiss Life Asset Management Ltd7,849
0.0% of portfolio›$850.0K
NorthCrest Asset Manangement, LLC7,626
0.0% of portfolio›$804.2K
HB Wealth Management, LLC7,412
0.0% of portfolio›$802.6K
Burke & Herbert Bank & Trust Co7,335
0.2% of portfolio›$794.3K
Commonwealth Equity Services, LLC7,218
0.0% of portfolio›$781.6K
Gateway Investment Advisers LLC7,054
0.0% of portfolio›$763.9K
MSH Capital Advisors LLC6,837
0.1% of portfolio›$740.4K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,765
0.0% of portfolio›$732.6K
Jeppson Wealth Management, LLC6,705
0.2% of portfolio›$726.1K
Global Financial Private Client, LLC6,447
0.2% of portfolio›$698.2K
Ascentis Wealth Management, LLC5,727
0.1% of portfolio›$620.1K
Folger Nolan Fleming Douglas Capital Management, Inc5,672
0.1% of portfolio›$614.3K
Krilogy Financial LLC5,494
0.0% of portfolio›$584.7K
AlphaCore Capital LLC5,459
0.0% of portfolio›$591.2K
Kestra Private Wealth Services, LLC5,424
0.0% of portfolio›$587.3K
Ethic Inc.5,207
0.0% of portfolio›$563.8K
Gamma Investing LLC5,113
0.0% of portfolio›$553.7K
Virginia Retirement Systems ET Al5,100
0.0% of portfolio›$552.3K
ABN Amro Investment Solutions5,073
0.0% of portfolio›$549.4K
Global X Japan Co., Ltd.4,896
0.0% of portfolio›$530.2K
Revisor Wealth Management LLC4,775
0.1% of portfolio›$508.0K
Eddie Patel Inc4,728
0.3% of portfolio›$512.0K
Apollon Wealth Management, LLC4,628
0.0% of portfolio›$501.2K
Kestra Advisory Services, LLC4,517
0.0% of portfolio›$489.1K
Hartford Investment Management Co4,308
0.0% of portfolio›$466.5K
Ninety One UK Ltd4,227
0.0% of portfolio›$457.7K
Curated Wealth Partners LLC4,215
0.0% of portfolio›$456.4K
Sound Financial Strategies Group, LLC4,139
0.3% of portfolio›$448.2K
Certuity, LLC4,021
0.0% of portfolio›$435.5K
USA Financial Formulas3,998
0.1% of portfolio›$432.9K
Wagner Wealth Management, Corp3,942
0.3% of portfolio›$426.9K
Louisiana State Employees Retirement System3,900
0.0% of portfolio›$422.3K
NovaPoint Capital, LLC3,697
0.1% of portfolio›$400.3K
Farther Finance Advisors, LLC3,531
0.0% of portfolio›$382.4K
V-Square Quantitative Management LLC3,326
0.0% of portfolio›$360.2K
Crestwood Advisors Group, LLC3,044
0.0% of portfolio›$329.6K
Essential Partners LLC2,926
0.1% of portfolio›$316.9K
Armstrong, Fleming & Moore, Inc2,890
0.1% of portfolio›$313.0K
Concurrent Investment Advisors, LLC2,785
0.0% of portfolio›$301.6K
RFG Advisory, LLC2,765
0.0% of portfolio›$299.4K
EverSource Wealth Advisors, LLC2,680
0.0% of portfolio›$290.2K
Argonautica Private Wealth Management, Inc2,675
0.1% of portfolio›$289.7K
KBC Group NV2,626
0.0% of portfolio›$284.0K
North Dakota State Investment Board2,623
0.0% of portfolio›$284.0K
Keybank National Association2,613
0.0% of portfolio›$283.0K
KCM Investment Advisors LLC2,473
0.0% of portfolio›$267.8K
Sterling Capital Management LLC2,471
0.0% of portfolio›$267.6K
Parcion Private Wealth LLC2,438
0.0% of portfolio›$264.0K
XML Financial, LLC2,433
0.0% of portfolio›$263.5K
Choreo, LLC2,393
0.0% of portfolio›$259.2K
AlphaCentric Advisors LLC2,351
0.2% of portfolio›$254.6K
Platform Technology Partners2,351
0.0% of portfolio›$254.6K
Versant Capital Management, Inc2,347
0.0% of portfolio›$254.2K
MBL Wealth, LLC2,344
0.0% of portfolio›$253.8K
Gen-Wealth Partners Inc2,334
0.1% of portfolio›$252.8K
Modera Wealth Management, LLC2,259
0.0% of portfolio›$244.6K
Daymark Wealth Partners, LLC2,216
0.0% of portfolio›$240.0K
Parallel Advisors, LLC2,202
0.0% of portfolio›$238.5K
Axxcess Wealth Management, LLC2,198
0.0% of portfolio›$238.0K
Powell Investment Advisors, LLC2,183
0.1% of portfolio›$236.4K
Pinnacle Associates LTD2,145
0.0% of portfolio›$232.3K
Pinnacle Wealth Management Advisory Group, LLC2,145
0.0% of portfolio›$232.3K
TD Waterhouse Canada Inc.2,100
0.0% of portfolio›$227.0K
Ascentis Independent Advisors2,100
0.0% of portfolio›$227.3K
Crossmark Global Holdings, Inc.2,096
0.0% of portfolio›$227.0K
Montgomery Investment Management Inc2,080
0.1% of portfolio›$225.2K
waypoint wealth counsel2,044
0.1% of portfolio›$221.3K
Bfsg, LLC1,915
0.0% of portfolio›$207.4K
GW Henssler & Associates LTD1,898
0.0% of portfolio›$205.5K
Lewis Asset Management, LLC1,892
0.1% of portfolio›$204.9K
Samalin Investment Counsel, LLC1,859
0.1% of portfolio›$201.3K
State of Wyoming1,811
0.0% of portfolio›$196.1K
Caitong International Asset Management Co., Ltd1,727
0.0% of portfolio›$187.0K
CX Institutional1,689
0.0% of portfolio›$183
IFP Advisors, Inc1,471
0.0% of portfolio›$159.3K
Mather Group, Llc.1,365
0.0% of portfolio›$147.8K
Signaturefd, LLC1,335
0.0% of portfolio›$144.6K
Trust Co of Vermont1,300
0.0% of portfolio›$140.8K
Cassaday & Co Wealth Management LLC1,251
0.0% of portfolio›$135.5K
Simplex Trading, LLC1,227
0.0% of portfolio›$132.9K
Lanark Financial, Inc.1,143
0.0% of portfolio›$123.7K
Pflug Koory, LLC1,059
0.0% of portfolio›$114.7K
Pension & Wealth Management Advisors, Inc.1,045
0.0% of portfolio›$113.2K
GF Fund Management Co. Ltd.1,038
0.0% of portfolio›$112.4K
MassMutual Private Wealth & Trust, FSB1,022
0.0% of portfolio›$110.7K
Exchange Traded Concepts, LLC1,013
0.0% of portfolio›$109.7K
Wolff Wiese Magana LLC1,005
0.0% of portfolio›$108.8K
Harbor Investment Advisory, LLC1,000
0.0% of portfolio›$108.3K
Tema Etfs LLC948
0.0% of portfolio›$102.7K
SJS Investment Consulting Inc.839
0.0% of portfolio›$90.9K
True Wealth Design, LLC744
0.0% of portfolio›$80.6K
Kingdom Financial Group Llc.507
0.0% of portfolio›$54.9K
Elyxium Wealth, LLC504
0.0% of portfolio›$54.5K
BI Asset Management Fondsmaeglerselskab A/S477
0.0% of portfolio›$52
Creative Financial Designs Inc471
0.0% of portfolio›$51.0K
Eastern Bank450
0.0% of portfolio›$48.7K
Parkside Financial Bank & Trust389
0.0% of portfolio›$42.1K
Root Financial Partners, LLC369
0.0% of portfolio›$40.0K
Toth Financial Advisory Corp342
0.0% of portfolio›$37.0K
Private Trust Co NA322
0.0% of portfolio›$34.9K
Hilltop National Bank300
0.0% of portfolio›$32.5K
Pinnacle Wealth Planning Services, Inc.280
0.0% of portfolio›$30.3K
Assetmark, Inc279
0.0% of portfolio›$30.2K
Cromwell Holdings LLC257
0.0% of portfolio›$27.8K
Montag A & Associates Inc240
0.0% of portfolio›$26.0K
Elevation Wealth Partners, LLC239
0.0% of portfolio›$25.9K
DekaBank Deutsche Girozentrale220
0.0% of portfolio›$24
Highline Wealth Partners LLC214
0.0% of portfolio›$23.2K
Activest Wealth Management200
0.0% of portfolio›$21.7K
Hughes Financial Services, LLC186
0.0% of portfolio›$20.7K
Provenance Wealth Advisors, LLC182
0.0% of portfolio›$19.7K
Latitude Advisors, LLC167
0.0% of portfolio›$18.1K
CoreCap Advisors, LLC131
0.0% of portfolio›$14.2K
GoalVest Advisory LLC112
0.0% of portfolio›$12.1K
GK Wealth Management LLC111
0.0% of portfolio›$12.1K
Planning Strategies Inc.104
0.0% of portfolio›$11.3K
Dynamic Wealth Strategies, LLC100
0.0% of portfolio›$10.8K
Montgomery Financial Services LLC100
0.0% of portfolio›$10.8K
TD Private Client Wealth LLC95
0.0% of portfolio›$10.3K
North Star Investment Management Corp.68
0.0% of portfolio›$7.4K
Essential Investment Partners LLC66
0.0% of portfolio›$7.1K
Grove Bank & Trust64
0.0% of portfolio›$6.9K
Physician Wealth Advisors, Inc.60
0.0% of portfolio›$6.5K
Owl Creek Wealth Partners LLC57
0.0% of portfolio›$6.2K
Blue Trust, Inc.55
0.0% of portfolio›$6.0K
Adirondack Trust Co44
0.0% of portfolio›$4.8K
Aspect Partners, LLC38
0.0% of portfolio›$4.1K
Covestor Ltd36
0.0% of portfolio›$4
UMB Private Wealth Management, LLC34
0.0% of portfolio›$3.7K
Capital Advisors, Ltd. LLC34
0.0% of portfolio›$4
Ares Financial Consulting, LLC33
0.0% of portfolio›$3.6K
Spire Wealth Management31
0.0% of portfolio›$3.4K
Salomon & Ludwin, LLC30
0.0% of portfolio›$3.2K
Manchester Capital Management LLC29
0.0% of portfolio›$3.1K
MV Capital Management, Inc.29
0.0% of portfolio›$3.1K
Proathlete Wealth Management LLC26
0.0% of portfolio›$2.8K
Avion Wealth21
0.0% of portfolio›$2
West Paces Advisors Inc.21
0.0% of portfolio›$2.3K
Bell Investment Advisors, Inc20
0.0% of portfolio›$2.2K
Financial Consulate, Inc20
0.0% of portfolio›$2.2K
Kozak & Associates, Inc.17
0.0% of portfolio›$1.9K
Valley National Advisers Inc16
0.0% of portfolio›$1.7K
Thurston, Springer, Miller, Herd & Titak, Inc.14
0.0% of portfolio›$1.5K
Burk Holdings LLC13
0.0% of portfolio›$1.4K
Meriwether Wealth & Planning, LLC12
0.0% of portfolio›$1.3K
TFC Financial Management, Inc.12
0.0% of portfolio›$1.3K
Security National Bank12
0.0% of portfolio›$1.3K
Clark Wealth Partners11
0.0% of portfolio›$1.2K
Arlington Trust Co LLC11
0.0% of portfolio›$1.2K
Signature Equity Partners, LLC8
0.0% of portfolio›$853
Golden State Wealth Management, LLC8
0.0% of portfolio›$866
Nvwm, LLC5
0.0% of portfolio›$541
City State Bank5
0.0% of portfolio›$541
JFS Wealth Advisors, LLC4
0.0% of portfolio›$434
Quaker Wealth Management, LLC3
0.0% of portfolio›$325
Maseco LLP2
0.0% of portfolio›$217
American Capital Advisory, LLC2
0.0% of portfolio›$217
Compass Financial Management LLC2
0.0% of portfolio›$217
Private Wealth Management Group, LLC1
0.0% of portfolio›$109
Ashurst Perkins Coie Trust Co1
0.0% of portfolio›$108
StyleTurnoverLocationFiled
ProShare Advisors LLC
1,344,848$145.6M0.2%GrowthLowBethesda, MD2026-10-29
Dimensional Fund Advisors LP
1,287,299$139.4M0.0%IndexLowAustin, TX2026-11-04
Vest Financial, LLC
391,868$42.4M0.4%ValueMediumMclean, VA2026-10-21
Private Management Group Inc
287,520$31.1M0.9%YieldLowIrvine, CA2026-11-04
MacKenzie Financial Corp
277,867$30.1M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Citigroup Inc
269,593$29.2M0.0%CoreMediumNew York, NY2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
210,586$22.8M0.0%IndexVery LowTokyo, Mexico2026-11-05
Pacific Heights Asset Management LLC
200,000$21.7M0.7%CoreVery LowSan Francisco, CA2026-11-03
RWC Asset Management LLP
179,074$19.4M0.7%YieldMediumLondon, United Kingdom2026-10-22
UniSuper Management Pty Ltd
149,528$16.2M0.1%GrowthLowMelbourne, Victoria, China2026-10-26
Creative Planning
138,724$15.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Asset Management One Co., Ltd.
134,729$14.6M0.0%IndexVery LowTokyo, Mexico2026-10-27
Principal Financial Group Inc
133,409$14.4M0.0%CoreLowDes Moines, IA2026-11-02
Robeco Institutional Asset Management B.V.
133,285$14.4M0.0%CoreMediumRotterdam, Philippines2026-10-20
Truist Financial Corp
125,746$13.6M0.0%CoreLowCharlotte, NC2026-10-30
Sumitomo Mitsui Trust Group, Inc.
116,675$12.6M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Strs Ohio
115,257$12.5M0.0%CoreMediumColumbus, OH2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
91,288$9.9M0.0%CoreLowHarrisburg, PA2026-11-03
Chilton Capital Management LLC
88,952$9.6M0.3%GrowthMediumHouston, TX2026-10-28
Yousif Capital Management, LLC
73,489$8.0M0.1%IndexVery LowBloomfield Hills, MI2026-10-22
Retirement Systems of Alabama
60,538$6.6M0.0%IndexLowMontgomery, AL2026-11-04
New York State Teachers Retirement System
57,704$6.2K0.0%CoreVery LowAlbany, NY2026-10-22
Intact Investment Management Inc.
55,100$6.0M0.2%YieldHighMontreal, Austria2026-11-03
Wealth Enhancement Advisory Services, LLC
53,310$4.8M0.0%CoreLowPlymouth, MN2026-10-13
JB Capital LLC
52,143$5.6M0.2%ETFMediumWethersfield, CT2026-10-19
ABC Arbitrage SA
50,661$5.5M0.5%YieldVery HighParis, India2026-10-23
State of Alaska, Department of Revenue
50,531$761.7K0.0%CoreVery LowJuneau, AK2026-10-15
Daiwa Securities Group Inc.
42,527$4.6M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Vert Asset Management LLC
39,599$4.3M1.3%YieldLowSausalito, CA2026-10-28
Mirae Asset Global Investments Co., Ltd.
35,713$3.9M0.0%GrowthLowSeoul, Malaysia2026-11-03
Oak Thistle LLC
35,535$3.8M0.4%ValueVery HighNew York, NY2026-10-21
Carrera Capital Advisors
33,776$3.7M0.5%ETFMediumTroy, MI2026-11-03
Neos Investment Management LLC
32,127$3.4M0.0%IndexVery LowWestport, CT2026-11-04
Farmers & Merchants Investments Inc
30,769$3.3M0.1%CoreVery LowLincoln, NE2026-10-22
Morguard Lincluden Global Investments Ltd
27,879$3.0K0.0%Deep ValueLowMississauga, Australia2026-10-28
Czech National Bank
22,968$2.5M0.0%IndexVery LowPrague, Bahrain2026-10-13
New York Life Investment Management LLC
22,646$2.5M0.0%GrowthLowNew York, NY2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
21,955$2.4M0.0%IndexVery LowTokyo, Mexico2026-10-20
Arizona State Retirement System
21,894$2.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
State of Michigan Retirement System
20,124$2.2M0.0%IndexLowEast Lansing, MI2026-10-27
Inspire Investing, LLC
19,524$2.1M0.1%GARPHighMeridian, ID2026-10-22
Pathway Financial Advisers, LLC
19,106$2.1M0.5%CoreLowAuburn, IN2026-10-27
Y-Intercept (Hong Kong) Ltd
18,113$2.0M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Bokf, NA
17,424$1.9M0.0%CoreLowTulsa, OK2026-10-27
Xcel Wealth Management, LLC
17,371$1.9M0.5%CoreMediumHolly Hill, FL2026-10-26
IFM Investors Pty Ltd
17,278$1.9M0.0%IndexVery LowMelbourne, China2026-10-14
Pictet Asset Management Holding SA
16,564$1.8M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Allspring Global Investments Holdings, LLC
15,143$1.6M0.0%CoreMediumCharlotte, NC2026-11-04
Sigma Planning Corp
15,077$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Achmea Investment Management B.V.
14,577$1.6M0.0%CoreMediumZeist, Philippines2026-10-30
Atria Investments, Inc
14,209$1.5M0.0%CoreMediumCharlotte, NC2026-10-15
Amalgamated Bank
13,951$1.5K0.0%CoreVery LowNew York, NY2026-10-23
Xponance LLC
13,036$1.4M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Lido Advisors, LLC
12,310$1.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Nisa Investment Advisors, LLC
12,124$1.3M0.0%IndexVery LowSt. Louis, MO2026-10-20
Brighton Jones LLC
12,066$1.3M0.0%CoreVery LowSeattle, WA2026-11-03
Mattern Capital Management, LLC
11,706$1.3M0.1%CoreMediumLakewood, CO2026-11-02
HUB Investment Partners, LLC
11,365$1.2M0.0%GrowthLowAustin, TX2026-11-03
Huntleigh Advisors, Inc.
11,347$1.2M0.2%GrowthMediumSt. Louis, MO2026-11-03
PFW Advisors LLC
10,582$1.1M0.3%CoreLowAtlanta, GA2026-10-07
Cambridge Investment Research Advisors, Inc.
10,525$1.1K0.0%ETFLowFairfield, IA2026-11-02
Vanderbilt University
10,388$1.1M0.1%ETFMediumNashville, TN2026-11-02
Friedenthal Financial
10,300$1.1M0.5%ETFHighMarlton, NJ2026-10-27
Contravisory Investment Management, Inc.
10,215$1.1M0.2%MomentumHighNorwell, MA2026-10-13
Oregon Public Employees Retirement Fund
9,879$1.1M0.0%IndexVery LowTigard, OR2026-10-30
Spirit of America Management Corp
9,700$1.1M0.2%GARPLowSyosset, NY2026-10-14
Chicago Partners Investment Group LLC
9,299$1.0M0.0%GARPLowChicago, IL2026-10-27
First Citizens Bank & Trust Co
8,400$909.6K0.0%CoreMediumRaleigh, NC2026-10-14
Mutual of America Capital Management LLC
8,231$891.3K0.0%IndexLowNew York, NY2026-10-23
Swiss Life Asset Management Ltd
7,849$850.0K0.0%CoreLowZurich, Switzerland2026-11-03
NorthCrest Asset Manangement, LLC
7,626$804.2K0.0%GrowthLowPlymouth, MN2026-10-13
HB Wealth Management, LLC
7,412$802.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Burke & Herbert Bank & Trust Co
7,335$794.3K0.2%CoreVery LowAlexandria, VA2026-11-02
Commonwealth Equity Services, LLC
7,218$781.6K0.0%ETFLowWaltham, MA2026-11-02
Gateway Investment Advisers LLC
7,054$763.9K0.0%GrowthLowCincinnati, OH2026-10-13
MSH Capital Advisors LLC
6,837$740.4K0.1%CoreLowScottsdale, AZ2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
6,765$732.6K0.0%GrowthVery LowSeattle, WA2026-10-27
Jeppson Wealth Management, LLC
6,705$726.1K0.2%CoreLowManhattan Beach, CA2026-10-20
Global Financial Private Client, LLC
6,447$698.2K0.2%GrowthLowSarasota, FL2026-10-15
Ascentis Wealth Management, LLC
5,727$620.1K0.1%Agg GrowthLowDallas, TX2026-11-03
Folger Nolan Fleming Douglas Capital Management, Inc
5,672$614.3K0.1%CoreLowWashington, DC2026-10-13
Krilogy Financial LLC
5,494$584.7K0.0%GrowthLowSt. Louis, MO2026-10-13
AlphaCore Capital LLC
5,459$591.2K0.0%ETFLowLa Jolla, CA2026-11-04
Kestra Private Wealth Services, LLC
5,424$587.3K0.0%GrowthLowAustin, TX2026-10-30
Ethic Inc.
5,207$563.8K0.0%CoreLowNew York, NY2026-11-03
Gamma Investing LLC
5,113$553.7K0.0%IndexVery LowFoster City, CA2026-10-08
Virginia Retirement Systems ET Al
5,100$552.3K0.0%CoreMediumRichmond, VA2026-10-28
ABN Amro Investment Solutions
5,073$549.4K0.0%GrowthLowParis Cedex 008, India2026-10-21
Global X Japan Co., Ltd.
4,896$530.2K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Revisor Wealth Management LLC
4,775$508.0K0.1%CoreLowAkron, OH2026-10-20
Eddie Patel Inc
4,728$512.0K0.3%GARPVery HighChicago, IL2026-11-02
Apollon Wealth Management, LLC
4,628$501.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Kestra Advisory Services, LLC
4,517$489.1K0.0%CoreLowAustin, TX2026-11-02
Hartford Investment Management Co
4,308$466.5K0.0%IndexVery LowHartford, CT2026-11-04
Ninety One UK Ltd
4,227$457.7K0.0%CoreMediumLondon, United Kingdom2026-10-15
Curated Wealth Partners LLC
4,215$456.4K0.0%GARPLowEl Segundo, CA2026-10-15
Sound Financial Strategies Group, LLC
4,139$448.2K0.3%ETFMediumMadison, MS2026-10-30
Certuity, LLC
4,021$435.5K0.0%GARPLowNorth Palm Beach, FL2026-11-02
USA Financial Formulas
3,998$432.9K0.1%ETFVery HighAda, MI2026-10-16
Wagner Wealth Management, Corp
3,942$426.9K0.3%ETFHighConyngham, PA2026-10-20
Louisiana State Employees Retirement System
3,900$422.3K0.0%IndexLowBaton Rouge, LA2026-10-20
NovaPoint Capital, LLC
3,697$400.3K0.1%CoreLowAtlanta, GA2026-10-22
Farther Finance Advisors, LLC
3,531$382.4K0.0%IndexLowSan Francisco, CA2026-10-08
V-Square Quantitative Management LLC
3,326$360.2K0.0%CoreLowChicago, IL2026-10-15
Crestwood Advisors Group, LLC
3,044$329.6K0.0%GrowthLowBoston, MA2026-10-27
Essential Partners LLC
2,926$316.9K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Armstrong, Fleming & Moore, Inc
2,890$313.0K0.1%GrowthVery LowWashington, DC2026-10-28
Concurrent Investment Advisors, LLC
2,785$301.6K0.0%GrowthMediumTampa, FL2026-10-16
RFG Advisory, LLC
2,765$299.4K0.0%ETFMediumBirmingham, AL2026-11-03
EverSource Wealth Advisors, LLC
2,680$290.2K0.0%CoreMediumBirmingham, AL2026-11-04
Argonautica Private Wealth Management, Inc
2,675$289.7K0.1%GrowthLowWellesley, MA2026-11-02
KBC Group NV
2,626$284.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
North Dakota State Investment Board
2,623$284.0K0.0%GrowthMediumBismarck, ND2026-10-27
Keybank National Association
2,613$283.0K0.0%CoreLowBrooklyn, OH2026-11-04
KCM Investment Advisors LLC
2,473$267.8K0.0%CoreVery LowGreenbrae, CA2026-10-27
Sterling Capital Management LLC
2,471$267.6K0.0%GARPMediumCharlotte, NC2026-10-22
Parcion Private Wealth LLC
2,438$264.0K0.0%CoreMediumBellevue, WA2026-10-28
XML Financial, LLC
2,433$263.5K0.0%ETFLowBethesda, MD2026-10-29
Choreo, LLC
2,393$259.2K0.0%IndexLowRockford, IL2026-10-28
AlphaCentric Advisors LLC
2,351$254.6K0.2%CoreHighSan Juan, PR2026-11-03
Platform Technology Partners
2,351$254.6K0.0%CoreVery LowLocust Valley, NY2026-11-02
Versant Capital Management, Inc
2,347$254.2K0.0%GARPLowPhoenix, AZ2026-10-02
MBL Wealth, LLC
2,344$253.8K0.0%ETFLowCharlotte, NC2026-10-22
Gen-Wealth Partners Inc
2,334$252.8K0.1%CoreLowZeeland, MI2026-11-04
Modera Wealth Management, LLC
2,259$244.6K0.0%ETFVery LowWestwood, NJ2026-10-28
Daymark Wealth Partners, LLC
2,216$240.0K0.0%CoreLowCincinnati, OH2026-11-04
Parallel Advisors, LLC
2,202$238.5K0.0%IndexLowSan Francisco, CA2026-11-03
Axxcess Wealth Management, LLC
2,198$238.0K0.0%CoreLowCarlsbad, CA2026-10-21
Powell Investment Advisors, LLC
2,183$236.4K0.1%ETFVery LowMiami, FL2026-10-22
Pinnacle Associates LTD
2,145$232.3K0.0%CoreLowNew York, NY2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
2,145$232.3K0.0%GrowthLowRed Bank, NJ2026-10-23
TD Waterhouse Canada Inc.
2,100$227.0K0.0%CoreLowToronto, Australia2026-10-16
Ascentis Independent Advisors
2,100$227.3K0.0%ETFLowDallas, TX2026-11-03
Crossmark Global Holdings, Inc.
2,096$227.0K0.0%GARPMediumHouston, TX2026-10-21
Montgomery Investment Management Inc
2,080$225.2K0.1%GARPVery LowRockville, MD2026-10-26
waypoint wealth counsel
2,044$221.3K0.1%CoreLowAtlanta, GA2026-10-22
Bfsg, LLC
1,915$207.4K0.0%CoreLowIrvine, CA2026-10-30
GW Henssler & Associates LTD
1,898$205.5K0.0%CoreMediumKennesaw, GA2026-10-26
Lewis Asset Management, LLC
1,892$204.9K0.1%GrowthLowLafayette, CA2026-10-14
Samalin Investment Counsel, LLC
1,859$201.3K0.1%YieldMediumChappaqua, NY2026-10-23
State of Wyoming
1,811$196.1K0.0%ValueHighCheyenne, WY2026-10-28
Caitong International Asset Management Co., Ltd
1,727$187.0K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
CX Institutional
1,689$1830.0%CoreMediumAuburn, IN2026-10-02
IFP Advisors, Inc
1,471$159.3K0.0%GrowthLowTampa, FL2026-10-16
Mather Group, Llc.
1,365$147.8K0.0%ETFMediumChicago, IL2026-10-14
Signaturefd, LLC
1,335$144.6K0.0%IndexLowAtlanta, GA2026-10-23
Trust Co of Vermont
1,300$140.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Cassaday & Co Wealth Management LLC
1,251$135.5K0.0%ETFVery LowMclean, VA2026-10-27
Simplex Trading, LLC
1,227$132.9K0.0%CoreVery HighChicago, IL2026-11-04
Lanark Financial, Inc.
1,143$123.7K0.0%CoreMediumBirmingham, AL2026-10-26
Pflug Koory, LLC
1,059$114.7K0.0%CoreVery LowOmaha, NE2026-10-26
Pension & Wealth Management Advisors, Inc.
1,045$113.2K0.0%ETFLowWaltham, MA2026-10-16
GF Fund Management Co. Ltd.
1,038$112.4K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
MassMutual Private Wealth & Trust, FSB
1,022$110.7K0.0%CoreLowSpringfield, MA2026-10-05
Exchange Traded Concepts, LLC
1,013$109.7K0.0%GrowthMediumOklahoma City, OK2026-10-28
Wolff Wiese Magana LLC
1,005$108.8K0.0%GrowthLowCarslbad, CA2026-10-15
Harbor Investment Advisory, LLC
1,000$108.3K0.0%GrowthLowLutherville, MD2026-10-13
Tema Etfs LLC
948$102.7K0.0%GrowthMediumNew York, NY2026-10-16
SJS Investment Consulting Inc.
839$90.9K0.0%ETFVery LowSylvania, OH2026-10-26
True Wealth Design, LLC
744$80.6K0.0%ETFMediumAkron, OH2026-10-13
Kingdom Financial Group Llc.
507$54.9K0.0%ETFMediumPeoria, AZ2026-11-04
Elyxium Wealth, LLC
504$54.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
BI Asset Management Fondsmaeglerselskab A/S
477$520.0%CoreMediumKobenhavn, Greece2026-10-22
Creative Financial Designs Inc
471$51.0K0.0%ETFMediumKokomo, IN2026-11-04
Eastern Bank
450$48.7K0.0%GrowthMediumBoston, MA2026-10-05
Parkside Financial Bank & Trust
389$42.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
369$40.0K0.0%ETFMediumEncinitas, CA2026-10-21
Toth Financial Advisory Corp
342$37.0K0.0%CoreLowLeesburg, VA2026-10-08
Private Trust Co NA
322$34.9K0.0%CoreLowCleveland, OH2026-10-20
Hilltop National Bank
300$32.5K0.0%CoreLowCasper, WY2026-10-14
Pinnacle Wealth Planning Services, Inc.
280$30.3K0.0%GARPLowMansfield, OH2026-10-27
Assetmark, Inc
279$30.2K0.0%ETFLowConcord, CA2026-10-21
Cromwell Holdings LLC
257$27.8K0.0%IndexLowJackson, WY2026-10-28
Montag A & Associates Inc
240$26.0K0.0%CoreLowAtlanta, GA2026-10-29
Elevation Wealth Partners, LLC
239$25.9K0.0%ETFLowWalnut Creek, CA2026-10-07
DekaBank Deutsche Girozentrale
220$240.0%CoreLowFrankfurt, Hong Kong2026-10-27
Highline Wealth Partners LLC
214$23.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Activest Wealth Management
200$21.7K0.0%ETFLowAventura, FL2026-10-15
Hughes Financial Services, LLC
186$20.7K0.0%ETFLowHerndon, VA2026-10-30
Provenance Wealth Advisors, LLC
182$19.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Latitude Advisors, LLC
167$18.1K0.0%ETFLowYorkville, IL2026-10-27
CoreCap Advisors, LLC
131$14.2K0.0%ETFMediumSouthfield, MI2026-10-08
GoalVest Advisory LLC
112$12.1K0.0%ETFMediumNew York, NY2026-10-02
GK Wealth Management LLC
111$12.1K0.0%GARPVery HighReno, NV2026-10-09
Planning Strategies Inc.
104$11.3K0.0%ETFN/ALancaster, PA2026-10-02
Dynamic Wealth Strategies, LLC
100$10.8K0.0%ETFLowGranite Bay, CA2026-10-16
Montgomery Financial Services LLC
100$10.8K0.0%ETFN/AOcean City, MD2026-11-03
TD Private Client Wealth LLC
95$10.3K0.0%ETFLowNew York, NY2026-10-28
North Star Investment Management Corp.
68$7.4K0.0%CoreLowChicago, IL2026-10-27
Essential Investment Partners LLC
66$7.1K0.0%GrowthLowEnglewood, CO2026-10-27
Grove Bank & Trust
64$6.9K0.0%ETFLowMiami, FL2026-10-08
Physician Wealth Advisors, Inc.
60$6.5K0.0%ETFMediumMidvale, UT2026-10-20
Owl Creek Wealth Partners LLC
57$6.2K0.0%IndexLowGreenwood Village, CO2026-10-20
Blue Trust, Inc.
55$6.0K0.0%ETFLowBrentwood, TN2026-10-15
Adirondack Trust Co
44$4.8K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Aspect Partners, LLC
38$4.1K0.0%ETFMediumFairfax, VA2026-10-20
Covestor Ltd
36$40.0%ValueHighLondon, United Kingdom2026-10-30
UMB Private Wealth Management, LLC
34$3.7K0.0%GrowthN/AKansas City, MO2026-10-19
Capital Advisors, Ltd. LLC
34$40.0%ETFLowShaker Heights, OH2026-10-27
Ares Financial Consulting, LLC
33$3.6K0.0%CoreLowCalabasas, CA2026-10-19
Spire Wealth Management
31$3.4K0.0%GrowthMediumMclean, VA2026-10-30
Salomon & Ludwin, LLC
30$3.2K0.0%ETFVery LowRichmond, VA2026-10-29
Manchester Capital Management LLC
29$3.1K0.0%CoreLowManchester, VT2026-10-22
MV Capital Management, Inc.
29$3.1K0.0%ETFLowBethesda, MD2026-10-29
Proathlete Wealth Management LLC
26$2.8K0.0%ETFVery LowBoca Raton, FL2026-10-15
Avion Wealth
21$20.0%ETFLowThe Woodlands, TX2026-11-04
West Paces Advisors Inc.
21$2.3K0.0%ETFLowAtlanta, GA2026-10-13
Bell Investment Advisors, Inc
20$2.2K0.0%ETFVery LowOrinda, CA2026-10-29
Financial Consulate, Inc
20$2.2K0.0%ETFLowHunt Valley, MD2026-10-23
Kozak & Associates, Inc.
17$1.9K0.0%ETFLowHighlands Ranch, CO2026-10-29
Valley National Advisers Inc
16$1.7K0.0%ETFLowBethlehem, PA2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
14$1.5K0.0%GrowthMediumIndianapolis, IN2026-10-14
Burk Holdings LLC
13$1.4K0.0%ETFVery LowTulsa, OK2026-11-05
Meriwether Wealth & Planning, LLC
12$1.3K0.0%ETFMediumMinden, LA2026-10-13
TFC Financial Management, Inc.
12$1.3K0.0%ETFVery LowBoston, MA2026-10-26
Security National Bank
12$1.3K0.0%GrowthLowOmaha, NE2026-10-26
Clark Wealth Partners
11$1.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
Arlington Trust Co LLC
11$1.2K0.0%ETFMediumBirmingham, AL2026-10-20
Signature Equity Partners, LLC
8$8530.0%GrowthMediumColumbus, OH2026-10-29
Golden State Wealth Management, LLC
8$8660.0%ETFMediumSanta Ana, CA2026-11-02
Nvwm, LLC
5$5410.0%GrowthMediumYardley, PA2026-10-14
City State Bank
5$5410.0%GrowthVery LowNorwalk, IA2026-10-20
JFS Wealth Advisors, LLC
4$4340.0%ETFVery LowHermitage, PA2026-11-03
Quaker Wealth Management, LLC
3$3250.0%ETFMediumMoorestown, NJ2026-10-22
Maseco LLP
2$2170.0%ETFVery LowLondon, United Kingdom2026-10-27
American Capital Advisory, LLC
2$2170.0%ETFLowKetchum, ID2026-10-28
Compass Financial Management LLC
2$2170.0%CoreN/ATampa, FL2026-10-30
Private Wealth Management Group, LLC
1$1090.0%ETFLowPrinceton, NJ2026-10-19
Ashurst Perkins Coie Trust Co
1$1080.0%CoreVery LowSeattle, WA2026-10-15