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Guidewire Software Inc (GWRE)

CUSIP: 40171V100 | NYSE | Technology · Software - Application | Large Cap | 1743 institutional holders

Quarters

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

Principal Financial Group Inc1,254,273
0.1% of portfolio›$178.8M
Wasatch Advisors LP797,837
0.8% of portfolio›$113.8M
Parnassus Investments, LLC564,574
0.2% of portfolio›$80.5M
Dimensional Fund Advisors LP444,575
0.0% of portfolio›$63.4M
Conestoga Capital Advisors, LLC197,462
0.8% of portfolio›$28.2M
Brown Capital Management LLC133,623
3.6% of portfolio›$19.1M
Assenagon Asset Management S.A.92,448
0.0% of portfolio›$13.2M
Swedbank AB90,300
0.0% of portfolio›$12.9M
Retirement Systems of Alabama85,874
0.0% of portfolio›$12.2M
Creative Planning81,755
0.0% of portfolio›$11.7M
Kornitzer Capital Management Inc75,063
0.2% of portfolio›$10.7M
New York State Teachers Retirement System59,208
0.0% of portfolio›$8.4M
Y-Intercept (Hong Kong) Ltd45,264
0.1% of portfolio›$6.5M
Oppenheimer Asset Management Inc.41,595
0.1% of portfolio›$5.9M
Mutual of America Capital Management LLC40,232
0.1% of portfolio›$5.7M
Achmea Investment Management B.V.39,930
0.0% of portfolio›$5.7M
Amalgamated Bank38,396
0.1% of portfolio›$5.5M
Wealth Enhancement Advisory Services, LLC38,204
0.0% of portfolio›$6.3M
Buckhead Capital Management LLC35,040
1.7% of portfolio›$5.0M
Robeco Institutional Asset Management B.V.35,000
0.0% of portfolio›$5.0M
Motley Fool Asset Management LLC32,981
0.2% of portfolio›$4.7M
ABN Amro Investment Solutions26,563
0.0% of portfolio›$3.8M
State of New Jersey Common Pension Fund D26,524
0.0% of portfolio›$3.8M
Citigroup Inc25,808
0.0% of portfolio›$3.7M
Lyell Wealth Management, LP25,280
0.2% of portfolio›$3.6M
Lido Advisors, LLC25,146
0.0% of portfolio›$3.6M
Louisiana State Employees Retirement System24,700
0.1% of portfolio›$3.5M
Sava Infond d.o.o.23,300
0.2% of portfolio›$3.3M
Arizona State Retirement System22,870
0.0% of portfolio›$3.3M
Yousif Capital Management, LLC21,668
0.0% of portfolio›$3.1M
Essex Investment Management Co LLC20,237
0.4% of portfolio›$2.9M
Gateway Investment Advisers LLC20,166
0.0% of portfolio›$2.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS19,873
0.0% of portfolio›$2.8M
State of Michigan Retirement System19,500
0.0% of portfolio›$2.8M
Inspire Investing, LLC17,477
0.1% of portfolio›$2.5M
Oregon Public Employees Retirement Fund17,256
0.0% of portfolio›$2.5M
Fulcrum Asset Management LLP16,596
0.1% of portfolio›$2.4M
Xponance LLC15,427
0.0% of portfolio›$2.2M
AGF Management LTD14,986
0.0% of portfolio›$2.1M
B. Metzler seel. Sohn & Co. AG13,499
0.0% of portfolio›$1.9M
Pictet Asset Management Holding SA12,776
0.0% of portfolio›$1.8M
HB Wealth Management, LLC12,343
0.0% of portfolio›$1.8M
New York Life Investment Management LLC12,320
0.0% of portfolio›$1.8M
Ethic Inc.11,284
0.0% of portfolio›$1.6M
Truist Financial Corp9,653
0.0% of portfolio›$1.4M
Apollon Wealth Management, LLC9,225
0.0% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.8,934
0.0% of portfolio›$1.3M
Calamos Advisors LLC8,554
0.0% of portfolio›$1.2M
State of Alaska, Department of Revenue7,888
0.0% of portfolio›$1.1M
TD Waterhouse Canada Inc.7,441
0.0% of portfolio›$1.2M
Virginia Retirement Systems ET Al7,366
0.0% of portfolio›$1.1M
Hennion & Walsh Asset Management, Inc.7,039
0.0% of portfolio›$1.0M
Park Avenue Securities LLC6,694
0.0% of portfolio›$954.0K
Sterling Investment Counsel, LLC6,444
0.2% of portfolio›$918.8K
Prospera Financial Services Inc6,199
0.0% of portfolio›$1.0M
CenterBook Partners LP6,044
0.0% of portfolio›$861.8K
Quadrant Capital Group LLC5,571
0.0% of portfolio›$923.6K
Signaturefd, LLC5,324
0.0% of portfolio›$759.1K
Crossmark Global Holdings, Inc.5,178
0.0% of portfolio›$738.3K
Swiss Life Asset Management Ltd5,109
0.0% of portfolio›$728.4K
Alps Advisors Inc5,081
0.0% of portfolio›$724.4K
Evergreen Capital Management LLC5,045
0.0% of portfolio›$719.3K
AMI Asset Management Corp4,782
0.0% of portfolio›$681.8K
Hohimer Wealth Management, LLC4,676
0.1% of portfolio›$666.7K
Vise Technologies, Inc.4,475
0.0% of portfolio›$638.1K
D.A. Davidson & Co.4,418
0.0% of portfolio›$629.9K
Farther Finance Advisors, LLC4,210
0.0% of portfolio›$600.3K
Gamma Investing LLC4,129
0.0% of portfolio›$588.7K
Assetmark, Inc4,116
0.0% of portfolio›$586.9K
Parallel Advisors, LLC4,003
0.0% of portfolio›$570.7K
Argonautica Private Wealth Management, Inc3,956
0.1% of portfolio›$564.0K
First Bank & Trust3,856
0.1% of portfolio›$549.8K
Harbor Capital Advisors, Inc.3,856
0.1% of portfolio›$550.0K
Vontobel Holding Ltd.3,745
0.0% of portfolio›$534.0K
Chicago Partners Investment Group LLC3,695
0.0% of portfolio›$698.4K
Diversify Advisory Services, LLC3,681
0.0% of portfolio›$647.0K
Diversify Wealth Management, LLC3,681
0.0% of portfolio›$647.0K
Procyon Advisors, LLC3,621
0.0% of portfolio›$516.3K
RMR Wealth Builders3,559
0.0% of portfolio›$507.4K
One Way Holdings LLC3,466
0.0% of portfolio›$494.2K
Chicago Trust Co NA3,460
0.1% of portfolio›$493.3K
Atria Investments, Inc3,432
0.0% of portfolio›$489.3K
Wedmont Private Capital3,248
0.0% of portfolio›$535.2K
ProShare Advisors LLC3,164
0.0% of portfolio›$451.1K
Aaron Wealth Advisors LLC3,162
0.0% of portfolio›$450.8K
DekaBank Deutsche Girozentrale3,067
0.0% of portfolio›$56.4K
Unique Wealth Strategies, LLC3,052
0.1% of portfolio›$375.5K
Harbor Investment Advisory, LLC2,940
0.0% of portfolio›$419.2K
Angeles Wealth Management, LLC2,831
0.0% of portfolio›$403.6K
KBC Group NV2,719
0.0% of portfolio›$388.0K
CIBC Asset Management Inc2,652
0.0% of portfolio›$378.1K
Lecap Asset Management LTD2,651
0.2% of portfolio›$378.0K
North Dakota State Investment Board2,574
0.0% of portfolio›$367.0K
Dutch Asset Corp2,465
0.2% of portfolio›$351.5K
Quantum Private Wealth, LLC2,406
0.1% of portfolio›$343.0K
Praxis Investment Management Inc2,348
0.0% of portfolio›$335.0K
Fort Washington Investment Advisors Inc2,335
0.0% of portfolio›$332.9K
Nisa Investment Advisors, LLC2,267
0.0% of portfolio›$323.2K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,250
0.0% of portfolio›$320.8K
Somerset Trust Co2,237
0.1% of portfolio›$319.0K
Crestwood Advisors Group, LLC2,177
0.0% of portfolio›$310.4K
Fifth Third Wealth Advisors LLC2,149
0.0% of portfolio›$306.4K
Verdence Capital Advisors LLC2,144
0.0% of portfolio›$305.7K
State of Wyoming1,896
0.0% of portfolio›$270.3K
HUB Investment Partners, LLC1,823
0.0% of portfolio›$259.9K
Profund Advisors LLC1,819
0.0% of portfolio›$259.4K
Oppenheimer & Co Inc1,609
0.0% of portfolio›$229.4K
Citizens Financial Group Inc1,587
0.0% of portfolio›$226.3K
Net Worth Advisory Group1,586
0.1% of portfolio›$246.4K
Trust Point Inc.1,514
0.0% of portfolio›$215.9K
Financial Consulate, Inc1,465
0.0% of portfolio›$208.9K
Baron Wealth Management LLC1,408
0.1% of portfolio›$200.8K
One Wealth Capital Management, LLC1,405
0.1% of portfolio›$200.3K
Versant Capital Management, Inc1,322
0.0% of portfolio›$188.5K
Parkside Financial Bank & Trust1,262
0.0% of portfolio›$179.9K
Sterling Capital Management LLC1,241
0.0% of portfolio›$176.9K
Hilltop National Bank1,218
0.0% of portfolio›$173.7K
Strs Ohio1,142
0.0% of portfolio›$162.8K
Cassaday & Co Wealth Management LLC987
0.0% of portfolio›$140.7K
Planning Strategies Inc.978
0.1% of portfolio›$139.4K
CX Institutional863
0.0% of portfolio›$123
Summit Securities Group LLC808
0.0% of portfolio›$115.2K
Elevation Wealth Partners, LLC747
0.0% of portfolio›$106.5K
1620 Investment Advisors, Inc.621
0.1% of portfolio›$88.5K
Daiwa Securities Group Inc.610
0.0% of portfolio›$87.0K
EverSource Wealth Advisors, LLC509
0.0% of portfolio›$72.6K
Leonteq Securities AG506
0.0% of portfolio›$72.1K
Heritage Family Offices, LLP436
0.0% of portfolio›$62.2K
Bokf, NA419
0.0% of portfolio›$59.7K
Covestor Ltd377
0.1% of portfolio›$54.0K
Wilmington Savings Fund Society, FSB350
0.0% of portfolio›$49.9K
MassMutual Private Wealth & Trust, FSB345
0.0% of portfolio›$49.2K
IFP Advisors, Inc330
0.0% of portfolio›$47.1K
Asset Management One Co., Ltd.309
0.0% of portfolio›$44.1K
Westside Investment Management, Inc.278
0.0% of portfolio›$42.3K
Legacies Wealth LLC265
0.0% of portfolio›$37.8K
Washington Trust Advisors, Inc.250
0.0% of portfolio›$35.6K
Chilton Capital Management LLC242
0.0% of portfolio›$34.5K
Mitsubishi UFJ Asset Management Co., Ltd.197
0.0% of portfolio›$28.1K
Mirae Asset Global Investments Co., Ltd.193
0.0% of portfolio›$27.5K
Brown, Lisle Ings, Inc.175
0.0% of portfolio›$25.0K
True Wealth Design, LLC168
0.0% of portfolio›$24.0K
Redwood Park Advisors LLC166
0.0% of portfolio›$23.7K
Archer Investment Corp135
0.0% of portfolio›$19.2K
Highline Wealth Partners LLC130
0.0% of portfolio›$18.5K
Elyxium Wealth, LLC123
0.0% of portfolio›$17.5K
First Horizon Corp102
0.0% of portfolio›$14.5K
Bradley & Co. Private Wealth Management, LLC99
0.0% of portfolio›$14.1K
Fortitude Family Office, LLC83
0.0% of portfolio›$11.8K
Farmers & Merchants Investments Inc74
0.0% of portfolio›$10.6K
Bell Investment Advisors, Inc68
0.0% of portfolio›$9.7K
Mather Group, Llc.65
0.0% of portfolio›$9.3K
Ascentis Wealth Management, LLC65
0.0% of portfolio›$9.3K
Pinnacle Wealth Planning Services, Inc.59
0.0% of portfolio›$8.4K
Bayforest Capital Ltd57
0.0% of portfolio›$8.1K
GK Wealth Management LLC53
0.0% of portfolio›$7.6K
New England Capital Financial Advisors LLC50
0.0% of portfolio›$7.1K
Roxbury Financial LLC50
0.0% of portfolio›$7.1K
Main Street Group, LTD50
0.0% of portfolio›$7.1K
Avion Wealth47
0.0% of portfolio›$6
Grove Bank & Trust45
0.0% of portfolio›$6.4K
SJS Investment Consulting Inc.44
0.0% of portfolio›$6.3K
Root Financial Partners, LLC43
0.0% of portfolio›$6.1K
Physician Wealth Advisors, Inc.41
0.0% of portfolio›$5.8K
Jnba Financial Advisors39
0.0% of portfolio›$5.6K
First Pacific Financial38
0.0% of portfolio›$5.4K
Provenance Wealth Advisors, LLC36
0.0% of portfolio›$5.1K
Rakuten Securities, Inc.36
0.0% of portfolio›$5.1K
Birchwood Financial Partners, Inc.35
0.0% of portfolio›$5.0K
Mcdonald Partners LLC35
0.0% of portfolio›$5.0K
High Note Wealth, LLC30
0.0% of portfolio›$4.3K
Owl Creek Wealth Partners LLC30
0.0% of portfolio›$4.3K
Essential Partners LLC26
0.0% of portfolio›$3.7K
Proathlete Wealth Management LLC26
0.0% of portfolio›$3.7K
Vision Financial Markets LLC25
0.0% of portfolio›$3.9K
Cromwell Holdings LLC25
0.0% of portfolio›$3.6K
Marquette Asset Management, LLC24
0.0% of portfolio›$3.4K
Manchester Capital Management LLC23
0.0% of portfolio›$3.3K
SBI Securities Co., Ltd.21
0.0% of portfolio›$3.0K
Retirement Wealth Solutions LLC20
0.0% of portfolio›$2.9K
TD Private Client Wealth LLC19
0.0% of portfolio›$2.7K
Golden State Wealth Management, LLC18
0.0% of portfolio›$2.6K
MV Capital Management, Inc.16
0.0% of portfolio›$2.3K
Triumph Capital Management14
0.0% of portfolio›$2.0K
Spire Wealth Management13
0.0% of portfolio›$1.9K
Burk Holdings LLC12
0.0% of portfolio›$1.7K
Bare Financial Services, Inc12
0.0% of portfolio›$1.7K
Arlington Trust Co LLC11
0.0% of portfolio›$1.6K
Montag A & Associates Inc10
0.0% of portfolio›$1.5K
Cape Investment Advisory, Inc.9
0.0% of portfolio›$1.3K
Private Wealth Management Group, LLC9
0.0% of portfolio›$1.3K
West Paces Advisors Inc.8
0.0% of portfolio›$1.1K
CoreCap Advisors, LLC8
0.0% of portfolio›$1.1K
Clark Wealth Partners7
0.0% of portfolio›$999
Asset Dedication, LLC7
0.0% of portfolio›$999
Capital Advisors, Ltd. LLC7
0.0% of portfolio›$1.0K
Caitong International Asset Management Co., Ltd6
0.0% of portfolio›$855
Private Trust Co NA6
0.0% of portfolio›$855
Valley National Advisers Inc6
0.0% of portfolio›$856
Signature Equity Partners, LLC6
0.0% of portfolio›$855
Tounjian Advisory Partners, LLC5
0.0% of portfolio›$713
TFC Financial Management, Inc.5
0.0% of portfolio›$713
Mowery & Schoenfeld Wealth Management, LLC4
0.0% of portfolio›$571
Salomon & Ludwin, LLC4
0.0% of portfolio›$570
Armstrong Advisory Group, Inc4
0.0% of portfolio›$571
Trust Co of Vermont3
0.0% of portfolio›$428
Quaker Wealth Management, LLC3
0.0% of portfolio›$428
Hughes Financial Services, LLC3
0.0% of portfolio›$480
GoalVest Advisory LLC2
0.0% of portfolio›$285
American Capital Advisory, LLC2
0.0% of portfolio›$286
Trust Co2
0.0% of portfolio›$285
GHP Investment Advisors, Inc.1
0.0% of portfolio›$143
Creative Capital Management Investments LLC1
0.0% of portfolio›$143
StyleTurnoverLocationFiled
Principal Financial Group Inc
1,254,273$178.8M0.1%CoreLowDes Moines, IA2026-11-02
Wasatch Advisors LP
797,837$113.8M0.8%GARPMediumSalt Lake City, UT2026-10-13
Parnassus Investments, LLC
564,574$80.5M0.2%GrowthMediumSan Francisco, CA2026-10-22
Dimensional Fund Advisors LP
444,575$63.4M0.0%IndexLowAustin, TX2026-11-04
Conestoga Capital Advisors, LLC
197,462$28.2M0.8%CoreLowWayne, PA2026-11-02
Brown Capital Management LLC
133,623$19.1M3.6%Agg GrowthLowBaltimore, MD2026-10-27
Assenagon Asset Management S.A.
92,448$13.2M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Swedbank AB
90,300$12.9M0.0%GrowthLowStockholm, Sweden2026-10-27
Retirement Systems of Alabama
85,874$12.2M0.0%IndexLowMontgomery, AL2026-11-04
Creative Planning
81,755$11.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Kornitzer Capital Management Inc
75,063$10.7M0.2%CoreLowShawnee Mission, KS2026-11-03
New York State Teachers Retirement System
59,208$8.4M0.0%CoreVery LowAlbany, NY2026-10-22
Y-Intercept (Hong Kong) Ltd
45,264$6.5M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Oppenheimer Asset Management Inc.
41,595$5.9M0.1%CoreMediumNew York, NY2026-10-27
Mutual of America Capital Management LLC
40,232$5.7M0.1%IndexLowNew York, NY2026-10-23
Achmea Investment Management B.V.
39,930$5.7M0.0%CoreMediumZeist, Philippines2026-10-30
Amalgamated Bank
38,396$5.5M0.1%CoreVery LowNew York, NY2026-10-23
Wealth Enhancement Advisory Services, LLC
38,204$6.3M0.0%CoreLowPlymouth, MN2026-10-13
Buckhead Capital Management LLC
35,040$5.0M1.7%CoreLowAtlanta, GA2026-11-03
Robeco Institutional Asset Management B.V.
35,000$5.0M0.0%CoreMediumRotterdam, Philippines2026-10-20
Motley Fool Asset Management LLC
32,981$4.7M0.2%GrowthMediumAlexandria, VA2026-10-27
ABN Amro Investment Solutions
26,563$3.8M0.0%GrowthLowParis Cedex 008, India2026-10-21
State of New Jersey Common Pension Fund D
26,524$3.8M0.0%CoreLowTrenton, NJ2026-11-05
Citigroup Inc
25,808$3.7M0.0%CoreMediumNew York, NY2026-11-04
Lyell Wealth Management, LP
25,280$3.6M0.2%GrowthLowMenlo Park, CA2026-10-30
Lido Advisors, LLC
25,146$3.6M0.0%GrowthLowLos Angeles, CA2026-11-04
Louisiana State Employees Retirement System
24,700$3.5M0.1%IndexLowBaton Rouge, LA2026-10-20
Sava Infond d.o.o.
23,300$3.3M0.2%Agg GrowthLowMaribor, Andorra2026-10-28
Arizona State Retirement System
22,870$3.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
21,668$3.1M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Essex Investment Management Co LLC
20,237$2.9M0.4%GrowthMediumBoston, MA2026-10-19
Gateway Investment Advisers LLC
20,166$2.9M0.0%GrowthLowCincinnati, OH2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
19,873$2.8M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
19,500$2.8M0.0%IndexLowEast Lansing, MI2026-10-27
Inspire Investing, LLC
17,477$2.5M0.1%GARPHighMeridian, ID2026-10-22
Oregon Public Employees Retirement Fund
17,256$2.5M0.0%IndexVery LowTigard, OR2026-10-30
Fulcrum Asset Management LLP
16,596$2.4M0.1%CoreMediumLondon, United Kingdom2026-11-04
Xponance LLC
15,427$2.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
AGF Management LTD
14,986$2.1M0.0%GrowthHighToronto, Australia2026-11-03
B. Metzler seel. Sohn & Co. AG
13,499$1.9M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Pictet Asset Management Holding SA
12,776$1.8M0.0%GrowthMediumCarouge, Switzerland2026-11-03
HB Wealth Management, LLC
12,343$1.8M0.0%IndexVery LowAtlanta, GA2026-10-23
New York Life Investment Management LLC
12,320$1.8M0.0%GrowthLowNew York, NY2026-11-04
Ethic Inc.
11,284$1.6M0.0%CoreLowNew York, NY2026-11-03
Truist Financial Corp
9,653$1.4M0.0%CoreLowCharlotte, NC2026-10-30
Apollon Wealth Management, LLC
9,225$1.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
Cambridge Investment Research Advisors, Inc.
8,934$1.3M0.0%ETFLowFairfield, IA2026-11-02
Calamos Advisors LLC
8,554$1.2M0.0%GrowthMediumNaperville, IL2026-11-02
State of Alaska, Department of Revenue
7,888$1.1M0.0%CoreVery LowJuneau, AK2026-10-15
TD Waterhouse Canada Inc.
7,441$1.2M0.0%CoreLowToronto, Australia2026-10-16
Virginia Retirement Systems ET Al
7,366$1.1M0.0%CoreMediumRichmond, VA2026-10-28
Hennion & Walsh Asset Management, Inc.
7,039$1.0M0.0%ValueMediumParsippany, NJ2026-10-13
Park Avenue Securities LLC
6,694$954.0K0.0%ETFMediumNew York, NY2026-10-26
Sterling Investment Counsel, LLC
6,444$918.8K0.2%GrowthLowBuffalo, NY2026-10-19
Prospera Financial Services Inc
6,199$1.0M0.0%CoreMediumDallas, TX2026-11-04
CenterBook Partners LP
6,044$861.8K0.0%ValueVery HighGreenwich, CT2026-11-02
Quadrant Capital Group LLC
5,571$923.6K0.0%CoreLowCincinnati, OH2026-10-20
Signaturefd, LLC
5,324$759.1K0.0%IndexLowAtlanta, GA2026-10-23
Crossmark Global Holdings, Inc.
5,178$738.3K0.0%GARPMediumHouston, TX2026-10-21
Swiss Life Asset Management Ltd
5,109$728.4K0.0%CoreLowZurich, Switzerland2026-11-03
Alps Advisors Inc
5,081$724.4K0.0%YieldLowDenver, CO2026-11-03
Evergreen Capital Management LLC
5,045$719.3K0.0%GARPMediumBellevue, WA2026-10-23
AMI Asset Management Corp
4,782$681.8K0.0%GrowthMediumLos Angeles, CA2026-10-20
Hohimer Wealth Management, LLC
4,676$666.7K0.1%CoreHighSeattle, WA2026-11-04
Vise Technologies, Inc.
4,475$638.1K0.0%IndexLowNew York, NY2026-10-29
D.A. Davidson & Co.
4,418$629.9K0.0%CoreLowGreat Falls, MT2026-10-28
Farther Finance Advisors, LLC
4,210$600.3K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
4,129$588.7K0.0%IndexVery LowFoster City, CA2026-10-08
Assetmark, Inc
4,116$586.9K0.0%ETFLowConcord, CA2026-10-21
Parallel Advisors, LLC
4,003$570.7K0.0%IndexLowSan Francisco, CA2026-11-03
Argonautica Private Wealth Management, Inc
3,956$564.0K0.1%GrowthLowWellesley, MA2026-11-02
First Bank & Trust
3,856$549.8K0.1%CoreLowBrookings, SD2026-10-19
Harbor Capital Advisors, Inc.
3,856$550.0K0.1%ValueHighChicago, IL2026-10-22
Vontobel Holding Ltd.
3,745$534.0K0.0%CoreMediumZurich, Switzerland2026-10-16
Chicago Partners Investment Group LLC
3,695$698.4K0.0%GARPLowChicago, IL2026-10-27
Diversify Advisory Services, LLC
3,681$647.0K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
3,681$647.0K0.0%GrowthMediumSandy, UT2026-10-20
Procyon Advisors, LLC
3,621$516.3K0.0%CoreVery LowShelton, CT2026-10-21
RMR Wealth Builders
3,559$507.4K0.0%ETFLowMontclair, NJ2026-10-22
One Way Holdings LLC
3,466$494.2K0.0%CoreMediumFlower Mound, TX2026-10-29
Chicago Trust Co NA
3,460$493.3K0.1%CoreLowGrayslake, IL2026-10-28
Atria Investments, Inc
3,432$489.3K0.0%CoreMediumCharlotte, NC2026-10-15
Wedmont Private Capital
3,248$535.2K0.0%IndexVery LowWest Chester, PA2026-10-09
ProShare Advisors LLC
3,164$451.1K0.0%GrowthLowBethesda, MD2026-10-29
Aaron Wealth Advisors LLC
3,162$450.8K0.0%GrowthMediumChicago, IL2026-10-13
DekaBank Deutsche Girozentrale
3,067$56.4K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Unique Wealth Strategies, LLC
3,052$375.5K0.1%CoreMediumBurr Ridge, IL2026-10-13
Harbor Investment Advisory, LLC
2,940$419.2K0.0%GrowthLowLutherville, MD2026-10-13
Angeles Wealth Management, LLC
2,831$403.6K0.0%ETFLowSanta Monica, CA2026-10-26
KBC Group NV
2,719$388.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
CIBC Asset Management Inc
2,652$378.1K0.0%GARPLowToronto, South Africa2026-11-05
Lecap Asset Management LTD
2,651$378.0K0.2%ValueVery HighLondon, United Kingdom2026-10-27
North Dakota State Investment Board
2,574$367.0K0.0%GrowthMediumBismarck, ND2026-10-27
Dutch Asset Corp
2,465$351.5K0.2%GrowthMediumSelkirk, NY2026-10-20
Quantum Private Wealth, LLC
2,406$343.0K0.1%GrowthLowTampa, FL2026-10-20
Praxis Investment Management Inc
2,348$335.0K0.0%CoreLowGoshen, IN2026-11-03
Fort Washington Investment Advisors Inc
2,335$332.9K0.0%CoreLowCincinnati, OH2026-10-15
Nisa Investment Advisors, LLC
2,267$323.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,250$320.8K0.0%GrowthVery LowSeattle, WA2026-10-27
Somerset Trust Co
2,237$319.0K0.1%CoreVery LowSomerset, PA2026-10-13
Crestwood Advisors Group, LLC
2,177$310.4K0.0%GrowthLowBoston, MA2026-10-27
Fifth Third Wealth Advisors LLC
2,149$306.4K0.0%IndexVery LowCincinnati, OH2026-10-22
Verdence Capital Advisors LLC
2,144$305.7K0.0%CoreMediumHunt Valley, MD2026-10-26
State of Wyoming
1,896$270.3K0.0%ValueHighCheyenne, WY2026-10-28
HUB Investment Partners, LLC
1,823$259.9K0.0%GrowthLowAustin, TX2026-11-03
Profund Advisors LLC
1,819$259.4K0.0%GrowthLowBethesda, MD2026-10-29
Oppenheimer & Co Inc
1,609$229.4K0.0%CoreLowNew York, NY2026-10-26
Citizens Financial Group Inc
1,587$226.3K0.0%GrowthLowProvidence, RI2026-10-23
Net Worth Advisory Group
1,586$246.4K0.1%GARPMediumSandy, UT2026-10-20
Trust Point Inc.
1,514$215.9K0.0%CoreMediumLa Crosse, WI2026-10-27
Financial Consulate, Inc
1,465$208.9K0.0%ETFLowHunt Valley, MD2026-10-23
Baron Wealth Management LLC
1,408$200.8K0.1%CoreLowTroy, MI2026-10-27
One Wealth Capital Management, LLC
1,405$200.3K0.1%GrowthMediumScottsdale, AZ2026-10-23
Versant Capital Management, Inc
1,322$188.5K0.0%GARPLowPhoenix, AZ2026-10-02
Parkside Financial Bank & Trust
1,262$179.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Sterling Capital Management LLC
1,241$176.9K0.0%GARPMediumCharlotte, NC2026-10-22
Hilltop National Bank
1,218$173.7K0.0%CoreLowCasper, WY2026-10-14
Strs Ohio
1,142$162.8K0.0%CoreMediumColumbus, OH2026-10-30
Cassaday & Co Wealth Management LLC
987$140.7K0.0%ETFVery LowMclean, VA2026-10-27
Planning Strategies Inc.
978$139.4K0.1%ETFN/ALancaster, PA2026-10-02
CX Institutional
863$1230.0%CoreMediumAuburn, IN2026-10-02
Summit Securities Group LLC
808$115.2K0.0%CoreVery HighNew York, NY2026-11-05
Elevation Wealth Partners, LLC
747$106.5K0.0%ETFLowWalnut Creek, CA2026-10-07
1620 Investment Advisors, Inc.
621$88.5K0.1%ValueLowPlymouth, MA2026-11-04
Daiwa Securities Group Inc.
610$87.0K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
EverSource Wealth Advisors, LLC
509$72.6K0.0%CoreMediumBirmingham, AL2026-11-04
Leonteq Securities AG
506$72.1K0.0%CoreHighZurich, Switzerland2026-10-29
Heritage Family Offices, LLP
436$62.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Bokf, NA
419$59.7K0.0%CoreLowTulsa, OK2026-10-27
Covestor Ltd
377$54.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Wilmington Savings Fund Society, FSB
350$49.9K0.0%CoreLowWilmington, DE2026-10-23
MassMutual Private Wealth & Trust, FSB
345$49.2K0.0%CoreLowSpringfield, MA2026-10-05
IFP Advisors, Inc
330$47.1K0.0%GrowthLowTampa, FL2026-10-16
Asset Management One Co., Ltd.
309$44.1K0.0%IndexVery LowTokyo, Mexico2026-10-27
Westside Investment Management, Inc.
278$42.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Legacies Wealth LLC
265$37.8K0.0%ETFLowMinnetonka, MN2026-11-02
Washington Trust Advisors, Inc.
250$35.6K0.0%GrowthLowWellesley, MA2026-10-22
Chilton Capital Management LLC
242$34.5K0.0%GrowthMediumHouston, TX2026-10-28
Mitsubishi UFJ Asset Management Co., Ltd.
197$28.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Mirae Asset Global Investments Co., Ltd.
193$27.5K0.0%GrowthLowSeoul, Malaysia2026-11-03
Brown, Lisle Ings, Inc.
175$25.0K0.0%CoreVery LowProvidence, RI2026-10-16
True Wealth Design, LLC
168$24.0K0.0%ETFMediumAkron, OH2026-10-13
Redwood Park Advisors LLC
166$23.7K0.0%ETFVery LowRedwood City, CA2026-11-02
Archer Investment Corp
135$19.2K0.0%CoreMediumCarmel, IN2026-11-05
Highline Wealth Partners LLC
130$18.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Elyxium Wealth, LLC
123$17.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
First Horizon Corp
102$14.5K0.0%CoreLowMemphis, TN2026-10-26
Bradley & Co. Private Wealth Management, LLC
99$14.1K0.0%CoreVery LowMiami, FL2026-10-23
Fortitude Family Office, LLC
83$11.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Farmers & Merchants Investments Inc
74$10.6K0.0%CoreVery LowLincoln, NE2026-10-22
Bell Investment Advisors, Inc
68$9.7K0.0%ETFVery LowOrinda, CA2026-10-29
Mather Group, Llc.
65$9.3K0.0%ETFMediumChicago, IL2026-10-14
Ascentis Wealth Management, LLC
65$9.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Pinnacle Wealth Planning Services, Inc.
59$8.4K0.0%GARPLowMansfield, OH2026-10-27
Bayforest Capital Ltd
57$8.1K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
GK Wealth Management LLC
53$7.6K0.0%GARPVery HighReno, NV2026-10-09
New England Capital Financial Advisors LLC
50$7.1K0.0%ETFLowMeriden, CT2026-11-03
Roxbury Financial LLC
50$7.1K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Main Street Group, LTD
50$7.1K0.0%ETFMediumGlen Allen, VA2026-10-28
Avion Wealth
47$60.0%ETFLowThe Woodlands, TX2026-11-04
Grove Bank & Trust
45$6.4K0.0%ETFLowMiami, FL2026-10-08
SJS Investment Consulting Inc.
44$6.3K0.0%ETFVery LowSylvania, OH2026-10-26
Root Financial Partners, LLC
43$6.1K0.0%ETFMediumEncinitas, CA2026-10-21
Physician Wealth Advisors, Inc.
41$5.8K0.0%ETFMediumMidvale, UT2026-10-20
Jnba Financial Advisors
39$5.6K0.0%ETFMediumBloomington, MN2026-11-03
First Pacific Financial
38$5.4K0.0%ETFLowVancouver, WA2026-10-14
Provenance Wealth Advisors, LLC
36$5.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Rakuten Securities, Inc.
36$5.1K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Birchwood Financial Partners, Inc.
35$5.0K0.0%ETFVery LowBloomington, MN2026-11-02
Mcdonald Partners LLC
35$5.0K0.0%CoreLowCleveland, OH2026-11-03
High Note Wealth, LLC
30$4.3K0.0%ETFVery LowDeephaven, MN2026-10-27
Owl Creek Wealth Partners LLC
30$4.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Essential Partners LLC
26$3.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Proathlete Wealth Management LLC
26$3.7K0.0%ETFVery LowBoca Raton, FL2026-10-15
Vision Financial Markets LLC
25$3.9K0.0%CoreLowStamford, CT2026-10-22
Cromwell Holdings LLC
25$3.6K0.0%IndexLowJackson, WY2026-10-28
Marquette Asset Management, LLC
24$3.4K0.0%ETFVery LowMinneapolis, MN2026-10-09
Manchester Capital Management LLC
23$3.3K0.0%CoreLowManchester, VT2026-10-22
SBI Securities Co., Ltd.
21$3.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Retirement Wealth Solutions LLC
20$2.9K0.0%ETFLowMarshfield, WI2026-10-07
TD Private Client Wealth LLC
19$2.7K0.0%ETFLowNew York, NY2026-10-28
Golden State Wealth Management, LLC
18$2.6K0.0%ETFMediumSanta Ana, CA2026-11-02
MV Capital Management, Inc.
16$2.3K0.0%ETFLowBethesda, MD2026-10-29
Triumph Capital Management
14$2.0K0.0%ETFMediumDenver, CO2026-10-14
Spire Wealth Management
13$1.9K0.0%GrowthMediumMclean, VA2026-10-30
Burk Holdings LLC
12$1.7K0.0%ETFVery LowTulsa, OK2026-11-05
Bare Financial Services, Inc
12$1.7K0.0%ETFVery LowGap, PA2026-11-04
Arlington Trust Co LLC
11$1.6K0.0%ETFMediumBirmingham, AL2026-10-20
Montag A & Associates Inc
10$1.5K0.0%CoreLowAtlanta, GA2026-10-29
Cape Investment Advisory, Inc.
9$1.3K0.0%ETFLowMcdonough, GA2026-10-13
Private Wealth Management Group, LLC
9$1.3K0.0%ETFLowPrinceton, NJ2026-10-19
West Paces Advisors Inc.
8$1.1K0.0%ETFLowAtlanta, GA2026-10-13
CoreCap Advisors, LLC
8$1.1K0.0%ETFMediumSouthfield, MI2026-10-08
Clark Wealth Partners
7$9990.0%ETFVery LowO'Fallon, IL2026-10-19
Asset Dedication, LLC
7$9990.0%ETFLowSan Francisco, CA2026-11-03
Capital Advisors, Ltd. LLC
7$1.0K0.0%ETFLowShaker Heights, OH2026-10-27
Caitong International Asset Management Co., Ltd
6$8550.0%GrowthVery HighHong Kong, South Korea2026-10-29
Private Trust Co NA
6$8550.0%CoreLowCleveland, OH2026-10-20
Valley National Advisers Inc
6$8560.0%ETFLowBethlehem, PA2026-10-23
Signature Equity Partners, LLC
6$8550.0%GrowthMediumColumbus, OH2026-10-29
Tounjian Advisory Partners, LLC
5$7130.0%GrowthHighFort Myers, FL2026-11-04
TFC Financial Management, Inc.
5$7130.0%ETFVery LowBoston, MA2026-10-26
Mowery & Schoenfeld Wealth Management, LLC
4$5710.0%GrowthMediumLincolnshire, IL2026-10-28
Salomon & Ludwin, LLC
4$5700.0%ETFVery LowRichmond, VA2026-10-29
Armstrong Advisory Group, Inc
4$5710.0%ETFHighNeedham, MA2026-10-09
Trust Co of Vermont
3$4280.0%CoreVery LowBrattleboro, VT2026-10-21
Quaker Wealth Management, LLC
3$4280.0%ETFMediumMoorestown, NJ2026-10-22
Hughes Financial Services, LLC
3$4800.0%ETFLowHerndon, VA2026-10-30
GoalVest Advisory LLC
2$2850.0%ETFMediumNew York, NY2026-10-02
American Capital Advisory, LLC
2$2860.0%ETFLowKetchum, ID2026-10-28
Trust Co
2$2850.0%ETFVery LowManhattan, KS2026-10-09
GHP Investment Advisors, Inc.
1$1430.0%CoreVery LowDenver, CO2026-10-15
Creative Capital Management Investments LLC
1$1430.0%ETFLowSan Diego, CA2026-10-28