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Halozyme Therapeutics Inc (HALO)

CUSIP: 40637H109 | NYSE | Healthcare · Biotechnology | Mid Cap | 1551 institutional holders

Quarters

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

Congress Asset Management Co2,281,615
1.6% of portfolio›$251.9M
Dimensional Fund Advisors LP2,121,396
0.0% of portfolio›$234.2M
Wasatch Advisors LP1,049,647
0.9% of portfolio›$115.9M
Boston Trust Walden Corp1,035,813
0.9% of portfolio›$114.4M
Bank of New York Mellon Corp771,082
0.0% of portfolio›$85.1M
Citigroup Inc524,326
0.0% of portfolio›$57.9M
Assenagon Asset Management S.A.396,866
0.0% of portfolio›$43.8M
Retirement Systems of Alabama346,841
0.1% of portfolio›$38.3M
BI Asset Management Fondsmaeglerselskab A/S334,615
0.7% of portfolio›$36.9M
Principal Financial Group Inc258,955
0.0% of portfolio›$28.6M
Arbejdsmarkedets Tillaegspension236,400
0.7% of portfolio›$26.1M
Wedge Capital Management L L P234,921
0.5% of portfolio›$25.9M
Kornitzer Capital Management Inc167,544
0.4% of portfolio›$18.5M
Assetmark, Inc166,721
0.0% of portfolio›$18.4M
DekaBank Deutsche Girozentrale163,316
0.1% of portfolio›$18.2M
Swedbank AB155,332
0.0% of portfolio›$17.1M
Fifth Third Bancorp145,756
0.0% of portfolio›$16.1M
State of Alaska, Department of Revenue141,555
0.4% of portfolio›$15.6M
Context Capital Management, LLC139,811
0.3% of portfolio›$15.4M
Livforsakringsbolaget Skandia, Omsesidigt139,400
0.5% of portfolio›$15.4M
Riverbridge Partners LLC132,015
0.4% of portfolio›$14.6M
Artemis Investment Management LLP108,284
0.1% of portfolio›$12.0M
Wealth Enhancement Advisory Services, LLC105,850
0.0% of portfolio›$5.3M
New York State Teachers Retirement System105,431
0.0% of portfolio›$11.6M
Illinois Municipal Retirement Fund103,565
0.1% of portfolio›$11.4M
Koa Wealth Management, LLC92,992
6.6% of portfolio›$10.3M
Moran Wealth Management, LLC81,421
0.2% of portfolio›$9.0M
Calamos Advisors LLC78,980
0.0% of portfolio›$8.7M
Creative Planning74,392
0.0% of portfolio›$8.2M
Convergence Investment Partners, LLC72,886
0.6% of portfolio›$8.0M
SEB Asset Management AB72,463
0.0% of portfolio›$8.0M
Cooper Investors PTY LTD65,933
3.8% of portfolio›$7.3M
Oppenheimer Asset Management Inc.62,863
0.1% of portfolio›$6.9M
Augustine Asset Management Inc61,155
1.5% of portfolio›$6.8M
Tema Etfs LLC58,493
0.2% of portfolio›$6.5M
NorthCrest Asset Manangement, LLC57,661
0.1% of portfolio›$6.3M
Amalgamated Bank55,196
0.1% of portfolio›$6.1M
KTF Investments, LLC54,833
0.6% of portfolio›$6.1M
Fideuram Asset Management (Ireland) dac50,604
0.1% of portfolio›$4.0M
Granite Investment Partners, LLC50,468
0.3% of portfolio›$5.6M
Verity Asset Management, Inc.49,295
2.1% of portfolio›$5.4M
Mutual of America Capital Management LLC46,836
0.1% of portfolio›$5.2M
OAK Ridge Investments LLC44,135
0.3% of portfolio›$4.9M
Thrive Capital Management, LLC42,988
0.9% of portfolio›$4.7M
Sidoxia Capital Management, LLC40,008
3.1% of portfolio›$4.4M
Campbell Newman Asset Management Inc38,981
0.3% of portfolio›$4.3M
Torray Investment Partners LLC38,540
0.6% of portfolio›$4.3M
State of New Jersey Common Pension Fund D38,308
0.0% of portfolio›$4.2M
Diversify Advisory Services, LLC37,945
0.1% of portfolio›$4.6M
Diversify Wealth Management, LLC37,945
0.1% of portfolio›$4.6M
Strs Ohio34,707
0.0% of portfolio›$3.8M
Louisiana State Employees Retirement System33,700
0.1% of portfolio›$3.7M
Arizona State Retirement System33,399
0.0% of portfolio›$3.7M
AlphaCore Capital LLC32,113
0.1% of portfolio›$3.5M
Harbor Capital Advisors, Inc.31,578
0.6% of portfolio›$3.5M
Commonwealth Equity Services, LLC31,286
0.0% of portfolio›$3.5M
Cardinal Capital Management29,788
0.4% of portfolio›$3.3M
James Investment Research, Inc.29,436
0.3% of portfolio›$3.2M
Virginia Retirement Systems ET Al28,700
0.0% of portfolio›$3.2M
Atria Investments, Inc28,648
0.0% of portfolio›$3.2M
Oliver Luxxe Assets LLC28,582
0.5% of portfolio›$3.2M
Monument Capital Management28,511
0.7% of portfolio›$3.1M
Inspire Investing, LLC28,340
0.1% of portfolio›$3.1M
Linden Thomas Advisory Services, LLC27,774
0.2% of portfolio›$3.1M
Daiwa Securities Group Inc.27,573
0.0% of portfolio›$3.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS27,091
0.0% of portfolio›$3.0M
State of Michigan Retirement System26,638
0.0% of portfolio›$2.9M
B. Metzler seel. Sohn & Co. AG25,210
0.0% of portfolio›$2.8M
Hussman Strategic Advisors, Inc.25,200
0.6% of portfolio›$2.8M
Yousif Capital Management, LLC24,929
0.0% of portfolio›$2.8M
Thrivent Financial for Lutherans24,872
0.0% of portfolio›$2.7M
Xponance LLC24,775
0.0% of portfolio›$2.7M
Nisa Investment Advisors, LLC24,512
0.0% of portfolio›$2.7M
Oregon Public Employees Retirement Fund23,462
0.0% of portfolio›$2.6M
Profund Advisors LLC22,633
0.1% of portfolio›$2.5M
Truist Financial Corp22,481
0.0% of portfolio›$2.5M
Oppenheimer & Co Inc22,013
0.0% of portfolio›$2.4M
Financiere des Professionnels - Fonds d'investissement inc.22,007
0.1% of portfolio›$2.4M
Unified Investment Management20,984
2.0% of portfolio›$2.3M
China Universal Asset Management Co., Ltd.20,709
0.1% of portfolio›$2.3M
OpenArc Corporate Advisory, LLC20,615
0.0% of portfolio›$2.3M
Redhawk Wealth Advisors, Inc.20,371
0.2% of portfolio›$2.2M
New York Life Investment Management LLC19,841
0.0% of portfolio›$2.2M
Achmea Investment Management B.V.19,411
0.0% of portfolio›$2.1M
Tectonic Advisors LLC19,360
0.1% of portfolio›$2.1M
Gibbs Wealth Management19,020
0.2% of portfolio›$2.1M
Metatron Capital Sicav plc - Metatron Long Term Equity Fund18,000
1.0% of portfolio›$2.0M
Arbor Investment Advisors, LLC17,950
0.2% of portfolio›$2.0M
Tealwood Asset Management Inc17,833
1.8% of portfolio›$2.0M
Keeler Thomas Management LLC17,722
0.8% of portfolio›$2.0M
Pictet Asset Management Holding SA17,718
0.0% of portfolio›$2.0M
Shaker Investments LLC16,995
0.7% of portfolio›$1.9M
CWA Asset Management Group, LLC16,829
0.1% of portfolio›$1.9M
Trilogy Capital Inc.16,807
0.1% of portfolio›$1.9M
RFG Advisory, LLC16,535
0.0% of portfolio›$1.8M
Bokf, NA15,811
0.0% of portfolio›$1.7M
Shelton Wealth Management, LLC15,686
0.7% of portfolio›$1.7M
Nations Financial Group Inc,15,663
0.1% of portfolio›$1.7M
US Bancorp \de\15,541
0.0% of portfolio›$1.7M
Verdence Capital Advisors LLC15,172
0.1% of portfolio›$1.7M
Azzad Asset Management Inc15,162
0.2% of portfolio›$1.7M
Portside Wealth Group, LLC15,027
0.2% of portfolio›$1.7M
Gradient Investments LLC14,952
0.0% of portfolio›$1.7M
Cambiar Investors LLC14,928
0.1% of portfolio›$1.6M
Kestra Advisory Services, LLC14,793
0.0% of portfolio›$1.6M
Ashton Thomas Private Wealth, LLC14,483
0.0% of portfolio›$1.6M
Point Nemo Capital, LLC13,626
0.7% of portfolio›$1.5M
Castellan Group13,400
0.2% of portfolio›$1.5M
Vise Technologies, Inc.12,645
0.0% of portfolio›$1.4M
Virtue Capital Management, LLC12,270
0.2% of portfolio›$1.4M
Norden Group LLC11,992
0.1% of portfolio›$1.3M
Juncture Wealth Strategies, LLC11,625
0.3% of portfolio›$1.3M
Sumitomo Mitsui Trust Group, Inc.11,300
0.0% of portfolio›$1.2M
Gateway Investment Advisers LLC11,093
0.0% of portfolio›$1.2M
Farther Finance Advisors, LLC11,074
0.0% of portfolio›$1.2M
Sowell Financial Services LLC10,936
0.0% of portfolio›$1.2M
Fairvoy Private Wealth, LLC10,892
0.2% of portfolio›$1.2M
Park Avenue Securities LLC10,121
0.0% of portfolio›$1.1M
AlphaCentric Advisors LLC9,821
1.0% of portfolio›$1.1M
111 Capital9,333
0.2% of portfolio›$1.0M
Mesirow Financial Investment Management, Inc.9,052
0.0% of portfolio›$999.3K
Quadrant Capital Group LLC8,958
0.0% of portfolio›$982.0K
Keybank National Association8,834
0.0% of portfolio›$975.3K
Founders Financial Securities LLC8,667
0.0% of portfolio›$956.8K
AMI Asset Management Corp8,261
0.1% of portfolio›$912.0K
ProShare Advisors LLC8,248
0.0% of portfolio›$910.6K
Yorktown Management & Research Co Inc7,850
0.6% of portfolio›$866.6K
Cookson Peirce & Co Inc7,810
0.0% of portfolio›$862.2K
Spire Wealth Management7,748
0.0% of portfolio›$855.4K
Signal Advisors Wealth, LLC7,696
0.0% of portfolio›$849.6K
Net Worth Advisory Group7,634
0.2% of portfolio›$816.4K
Simplex Trading, LLC7,536
0.0% of portfolio›$832.0K
Brookstone Capital Management7,408
0.0% of portfolio›$817.8K
Swiss Life Asset Management Ltd7,323
0.0% of portfolio›$808.5K
Alliance Wealth Advisors, LLC6,994
0.1% of portfolio›$772.1K
MGO One Seven LLC6,896
0.0% of portfolio›$761.3K
Ifrah Financial Services, Inc.6,848
0.2% of portfolio›$756.0K
MRA Advisory Group6,713
0.3% of portfolio›$741.1K
MacKenzie Financial Corp6,591
0.0% of portfolio›$727.6K
Independent Financial Group, LLC6,501
0.0% of portfolio›$717.7K
Isthmus Partners, LLC6,462
0.1% of portfolio›$713.4K
Collective Family Office LLC6,313
0.1% of portfolio›$697.0K
HB Wealth Management, LLC6,291
0.0% of portfolio›$665.1K
Lanark Financial, Inc.6,269
0.0% of portfolio›$692.1K
HMS Capital Management, LLC5,807
0.2% of portfolio›$641.1K
Mirae Asset Global Investments Co., Ltd.5,800
0.0% of portfolio›$640.3K
Radnor Capital Management, LLC5,638
0.1% of portfolio›$622.4K
Innova Wealth Partners5,516
0.2% of portfolio›$608.9K
Gamma Investing LLC5,493
0.0% of portfolio›$606.4K
Cambridge Investment Research Advisors, Inc.5,461
0.0% of portfolio›$603.0K
Exchange Traded Concepts, LLC5,455
0.0% of portfolio›$602.2K
Stirlingshire Investments, Inc.5,443
0.4% of portfolio›$600.9K
Alps Advisors Inc5,381
0.0% of portfolio›$594.1K
Apollon Wealth Management, LLC5,296
0.0% of portfolio›$584.7K
Whalen Wealth Management Inc.5,275
0.2% of portfolio›$582.3K
Visionary Wealth Advisors5,241
0.0% of portfolio›$578.6K
Legacy Wealth Asset Management, LLC5,210
0.1% of portfolio›$575.2K
Sterling Capital Management LLC5,199
0.0% of portfolio›$574.0K
Argent Capital Management LLC5,079
0.0% of portfolio›$560.7K
IFP Advisors, Inc5,022
0.0% of portfolio›$554.4K
Evergreen Capital Management LLC4,973
0.0% of portfolio›$549.0K
Titleist Asset Management, LLC4,808
0.0% of portfolio›$530.8K
Parkside Financial Bank & Trust4,735
0.0% of portfolio›$522.7K
Ethic Inc.4,734
0.0% of portfolio›$522.6K
Connecticut Wealth Management, LLC4,668
0.0% of portfolio›$515.3K
BAM Wealth Management, LLC4,629
0.3% of portfolio›$511.0K
Fifth Third Wealth Advisors LLC4,515
0.0% of portfolio›$498.5K
Compound Planning, Inc.4,476
0.0% of portfolio›$494.1K
Elevation Point Wealth Partners, LLC4,403
0.0% of portfolio›$486.1K
Smart Wealth LLC4,401
0.1% of portfolio›$485.9K
Praxis Investment Management Inc4,391
0.1% of portfolio›$485.0K
Advisor OS, LLC4,367
0.0% of portfolio›$482.1K
StoneX Group Inc.4,366
0.0% of portfolio›$482.0K
Lido Advisors, LLC4,209
0.0% of portfolio›$464.7K
EverSource Wealth Advisors, LLC4,151
0.0% of portfolio›$458.3K
Vontobel Holding Ltd.4,014
0.0% of portfolio›$443.1K
Roman Butler Fullerton & Co3,989
0.1% of portfolio›$488.7K
KBC Group NV3,945
0.0% of portfolio›$436.0K
SWP Financial LLC3,831
0.2% of portfolio›$422.9K
Choreo, LLC3,794
0.0% of portfolio›$418.9K
Fiduciary Alliance LLC3,737
0.0% of portfolio›$412.6K
Crossmark Global Holdings, Inc.3,674
0.0% of portfolio›$405.6K
CIBC Asset Management Inc3,650
0.0% of portfolio›$403.0K
First Citizens Bank & Trust Co3,617
0.0% of portfolio›$399.3K
North Dakota State Investment Board3,598
0.0% of portfolio›$397.2K
Abacus Wealth Partners, LLC3,529
0.0% of portfolio›$389.6K
Abel Hall, LLC3,458
0.1% of portfolio›$381.8K
Focus Financial Network, Inc.3,368
0.0% of portfolio›$371.8K
Concurrent Investment Advisors, LLC3,356
0.0% of portfolio›$370.5K
Caitong International Asset Management Co., Ltd3,250
0.0% of portfolio›$358.8K
Balefire, LLC3,227
0.1% of portfolio›$356.3K
Occidental Asset Management, LLC3,211
0.0% of portfolio›$354.5K
Provenance Wealth Advisors, LLC3,209
0.0% of portfolio›$354.3K
Welch Group, LLC3,200
0.0% of portfolio›$353.3K
Clear Creek Financial Management, LLC3,195
0.0% of portfolio›$352.8K
Victory Financial Group, LLC3,169
0.0% of portfolio›$349.9K
Compass Financial Management LLC3,164
0.0% of portfolio›$349.3K
Encompass More Asset Management3,161
0.0% of portfolio›$349.0K
Novem Group3,067
0.0% of portfolio›$338.6K
Journey Retirement Planning & Investment Management LLC3,008
0.2% of portfolio›$332.1K
Applied Finance Capital Management, LLC3,002
0.0% of portfolio›$331.4K
PSP Research LLC3,000
0.2% of portfolio›$331.2K
Gallacher Capital Management LLC2,972
0.3% of portfolio›$328.1K
Simplicity Wealth,LLC2,962
0.0% of portfolio›$327.0K
Old National Bancorp2,932
0.0% of portfolio›$323.7K
Regions Financial Corp2,903
0.0% of portfolio›$320.5K
Retirement Guys Formula LLC2,881
0.1% of portfolio›$318.1K
Scissortail Wealth Management, LLC2,855
0.1% of portfolio›$315.2K
Brucke Financial, Inc.2,835
0.1% of portfolio›$313.0K
Hanseatic Management Services Inc2,745
0.2% of portfolio›$303.0K
Sanchez Gaunt Capital Management, LLC2,684
0.2% of portfolio›$296.3K
Wedmont Private Capital2,673
0.0% of portfolio›$293.6K
Procyon Advisors, LLC2,629
0.0% of portfolio›$290.2K
Graetz Wealth LLC2,628
0.2% of portfolio›$290.2K
Prime Capital Investment Advisors, LLC2,561
0.0% of portfolio›$282.7K
Allspring Global Investments Holdings, LLC2,480
0.0% of portfolio›$265.2K
Smith Shellnut Wilson LLC2,420
0.1% of portfolio›$267.2K
Teza Capital Management LLC2,294
0.2% of portfolio›$253.3K
Andina Capital Management, LLC2,279
0.4% of portfolio›$251.6K
Whitaker-Myers Wealth Managers, Ltd.2,240
0.0% of portfolio›$247.3K
Renasant Bank2,193
0.2% of portfolio›$242.1K
Pacific Wealth Management2,184
0.1% of portfolio›$241.1K
Parallel Advisors, LLC2,165
0.0% of portfolio›$239.0K
Sagespring Wealth Partners, LLC2,143
0.0% of portfolio›$236.6K
B. Riley Wealth Advisors, Inc.2,103
0.0% of portfolio›$232.2K
Brindle & Bay Financial Advisors, LLC2,090
0.1% of portfolio›$230.7K
Samalin Investment Counsel, LLC2,082
0.1% of portfolio›$229.8K
Virtus Family Office LLC2,058
0.2% of portfolio›$227.2K
HUB Investment Partners, LLC2,058
0.0% of portfolio›$227.2K
Westover Capital Advisors, LLC2,025
0.0% of portfolio›$223.6K
Childress Capital Advisors, LLC2,006
0.0% of portfolio›$221.5K
Alterna Wealth Management, Inc2,000
0.1% of portfolio›$220.8K
Brighton Jones LLC1,994
0.0% of portfolio›$220.1K
PCG Asset Management, LLC1,982
0.2% of portfolio›$218.8K
State of Wyoming1,973
0.0% of portfolio›$217.8K
GF Fund Management Co. Ltd.1,930
0.0% of portfolio›$213.1K
Koshinski Asset Management, Inc.1,909
0.0% of portfolio›$210.8K
Cyndeo Wealth Partners, LLC1,887
0.0% of portfolio›$208.3K
Signaturefd, LLC1,755
0.0% of portfolio›$193.7K
Bernzott Capital Advisors1,745
0.1% of portfolio›$192.6K
Versant Capital Management, Inc1,704
0.0% of portfolio›$188.1K
Chicago Partners Investment Group LLC1,616
0.0% of portfolio›$203.0K
GK Wealth Management LLC1,608
0.1% of portfolio›$177.5K
USA Financial Formulas1,394
0.0% of portfolio›$153.9K
Harbor Investment Advisory, LLC1,211
0.0% of portfolio›$133.7K
First Horizon Corp1,190
0.0% of portfolio›$131.4K
Archer Investment Corp1,000
0.0% of portfolio›$110.4K
SBI Securities Co., Ltd.898
0.0% of portfolio›$99.1K
Root Financial Partners, LLC739
0.0% of portfolio›$81.6K
Heritage Family Offices, LLP697
0.0% of portfolio›$76.9K
Cullen T Bankers, Inc.664
0.0% of portfolio›$73.3K
Richardson Financial Services Inc.643
0.0% of portfolio›$71.0K
Centerpoint Advisors, LLC545
0.0% of portfolio›$60.0K
Pinnacle Wealth Planning Services, Inc.487
0.0% of portfolio›$53.8K
MassMutual Private Wealth & Trust, FSB470
0.0% of portfolio›$51.9K
Leonteq Securities AG435
0.0% of portfolio›$48.0K
Larson Financial Group LLC420
0.0% of portfolio›$46.4K
Mather Group, Llc.414
0.0% of portfolio›$45.7K
Fulcrum Asset Management LLP380
0.0% of portfolio›$42.4K
Mitsubishi UFJ Asset Management Co., Ltd.362
0.0% of portfolio›$40.0K
Rossby Financial, LCC330
0.0% of portfolio›$36.4K
Trust Co of Vermont320
0.0% of portfolio›$35.3K
CoreCap Advisors, LLC303
0.0% of portfolio›$33.5K
Armstrong Advisory Group, Inc300
0.0% of portfolio›$33.1K
Hilton Head Capital Partners, LLC300
0.0% of portfolio›$33.1K
Brown, Lisle Ings, Inc.285
0.0% of portfolio›$31.5K
TD Private Client Wealth LLC243
0.0% of portfolio›$26.8K
Strategic Advocates LLC242
0.1% of portfolio›$26.7K
TFC Financial Management, Inc.211
0.0% of portfolio›$23.3K
Elyxium Wealth, LLC203
0.0% of portfolio›$22.4K
Covestor Ltd169
0.0% of portfolio›$19
Ares Financial Consulting, LLC154
0.0% of portfolio›$17.0K
Bell Investment Advisors, Inc153
0.0% of portfolio›$16.9K
True Wealth Design, LLC152
0.0% of portfolio›$16.8K
Quaker Wealth Management, LLC150
0.0% of portfolio›$16.6K
Signature Equity Partners, LLC143
0.0% of portfolio›$15.8K
City State Bank142
0.0% of portfolio›$15.7K
SJS Investment Consulting Inc.140
0.0% of portfolio›$15.5K
Wolff Wiese Magana LLC125
0.0% of portfolio›$13.8K
American National Bank & Trust109
0.0% of portfolio›$12.0K
Farmers & Merchants Investments Inc107
0.0% of portfolio›$11.8K
Tradewinds Capital Management, LLC100
0.0% of portfolio›$11.0K
JFS Wealth Advisors, LLC97
0.0% of portfolio›$10.7K
Cedar Mountain Advisors, LLC96
0.0% of portfolio›$10.6K
Bayforest Capital Ltd91
0.0% of portfolio›$10.0K
Country Trust Bank83
0.0% of portfolio›$9.2K
Rakuten Securities, Inc.80
0.0% of portfolio›$8.8K
Byrne Asset Management LLC80
0.0% of portfolio›$8.6K
Private Wealth Management Group, LLC73
0.0% of portfolio›$8.1K
TD Waterhouse Canada Inc.71
0.0% of portfolio›$7.6K
Private Trust Co NA67
0.0% of portfolio›$7.4K
Concord Wealth Partners66
0.0% of portfolio›$7.3K
Fortitude Family Office, LLC64
0.0% of portfolio›$7.1K
Cromwell Holdings LLC51
0.0% of portfolio›$5.6K
Avion Wealth50
0.0% of portfolio›$5
Lodestone Wealth Management LLC50
0.0% of portfolio›$5.5K
Financial Network Wealth Advisors LLC48
0.0% of portfolio›$5.3K
Montag A & Associates Inc46
0.0% of portfolio›$5.0K
MJT & Associates Financial Advisory Group, Inc.41
0.0% of portfolio›$4.5K
Hazlett, Burt & Watson, Inc.40
0.0% of portfolio›$4
Westside Investment Management, Inc.35
0.0% of portfolio›$3.9K
Blue Trust, Inc.33
0.0% of portfolio›$3.6K
Essential Partners LLC30
0.0% of portfolio›$3.3K
Elevation Wealth Partners, LLC28
0.0% of portfolio›$3.1K
CX Institutional27
0.0% of portfolio›$3
Bay Harbor Wealth Management, LLC26
0.0% of portfolio›$2.9K
Albion Financial Group26
0.0% of portfolio›$2.9K
Ascentis Independent Advisors25
0.0% of portfolio›$2.8K
Toth Financial Advisory Corp25
0.0% of portfolio›$2.8K
Silver Grove Financial Group, Inc.24
0.0% of portfolio›$2.7K
Moisand Fitzgerald Tamayo, LLC24
0.0% of portfolio›$2.7K
Retirement Wealth Solutions LLC23
0.0% of portfolio›$2.5K
Highline Wealth Partners LLC23
0.0% of portfolio›$2.5K
Creative Capital Management Investments LLC23
0.0% of portfolio›$2.5K
UMB Private Wealth Management, LLC22
0.0% of portfolio›$2.4K
Meriwether Wealth & Planning, LLC21
0.0% of portfolio›$2.3K
James T. Borello RIA20
0.0% of portfolio›$2.2K
Hughes Financial Services, LLC15
0.0% of portfolio›$2.0K
Tounjian Advisory Partners, LLC13
0.0% of portfolio›$1.4K
DiNuzzo Private Wealth, Inc.13
0.0% of portfolio›$1.4K
Capital Advisors, Ltd. LLC12
0.0% of portfolio›$1
Torren Management, LLC12
0.0% of portfolio›$1.3K
William Mack & Associates, Inc.11
0.0% of portfolio›$1.2K
Valley National Advisers Inc10
0.0% of portfolio›$1.1K
Financial Management Professionals, Inc.10
0.0% of portfolio›$1.1K
Bare Financial Services, Inc9
0.0% of portfolio›$994
Planning Strategies Inc.6
0.0% of portfolio›$662
Proathlete Wealth Management LLC5
0.0% of portfolio›$552
Physician Wealth Advisors, Inc.5
0.0% of portfolio›$552
DecisionPoint Financial, LLC4
0.0% of portfolio›$428
MV Capital Management, Inc.4
0.0% of portfolio›$442
GHP Investment Advisors, Inc.3
0.0% of portfolio›$332
3 Factor Indexing, LLC2
0.0% of portfolio›$221
Nfsg Corp1
0.0% of portfolio›$110
Maryland Capital Advisors Inc.1
0.0% of portfolio›$111
American Capital Advisory, LLC1
0.0% of portfolio›$111
Signature Resources Capital Management, LLC1
0.0% of portfolio›$110
StyleTurnoverLocationFiled
Congress Asset Management Co
2,281,615$251.9M1.6%GrowthMediumBoston, MA2026-10-06
Dimensional Fund Advisors LP
2,121,396$234.2M0.0%IndexLowAustin, TX2026-11-04
Wasatch Advisors LP
1,049,647$115.9M0.9%GARPMediumSalt Lake City, UT2026-10-13
Boston Trust Walden Corp
1,035,813$114.4M0.9%CoreLowBoston, MA2026-10-30
Bank of New York Mellon Corp
771,082$85.1M0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
524,326$57.9M0.0%CoreMediumNew York, NY2026-11-04
Assenagon Asset Management S.A.
396,866$43.8M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Retirement Systems of Alabama
346,841$38.3M0.1%IndexLowMontgomery, AL2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
334,615$36.9M0.7%CoreMediumKobenhavn, Greece2026-10-22
Principal Financial Group Inc
258,955$28.6M0.0%CoreLowDes Moines, IA2026-11-02
Arbejdsmarkedets Tillaegspension
236,400$26.1M0.7%ValueHighHilleroed, Greece2026-10-30
Wedge Capital Management L L P
234,921$25.9M0.5%ValueMediumCharlotte, NC2026-10-13
Kornitzer Capital Management Inc
167,544$18.5M0.4%CoreLowShawnee Mission, KS2026-11-03
Assetmark, Inc
166,721$18.4M0.0%ETFLowConcord, CA2026-10-21
DekaBank Deutsche Girozentrale
163,316$18.2M0.1%CoreLowFrankfurt, Hong Kong2026-10-27
Swedbank AB
155,332$17.1M0.0%GrowthLowStockholm, Sweden2026-10-27
Fifth Third Bancorp
145,756$16.1M0.0%IndexVery LowCincinnati, OH2026-11-05
State of Alaska, Department of Revenue
141,555$15.6M0.4%CoreVery LowJuneau, AK2026-10-15
Context Capital Management, LLC
139,811$15.4M0.3%GARPHighGreenwich, CT2026-11-04
Livforsakringsbolaget Skandia, Omsesidigt
139,400$15.4M0.5%GrowthMediumStockholm, Sweden2026-10-21
Riverbridge Partners LLC
132,015$14.6M0.4%GrowthLowMinneapolis, MN2026-11-05
Artemis Investment Management LLP
108,284$12.0M0.1%GARPHighEdinburgh, United Kingdom2026-10-08
Wealth Enhancement Advisory Services, LLC
105,850$5.3M0.0%CoreLowPlymouth, MN2026-10-13
New York State Teachers Retirement System
105,431$11.6M0.0%CoreVery LowAlbany, NY2026-10-22
Illinois Municipal Retirement Fund
103,565$11.4M0.1%CoreMediumOak Brook, IL2026-11-05
Koa Wealth Management, LLC
92,992$10.3M6.6%CoreLowEncinitas, CA2026-10-14
Moran Wealth Management, LLC
81,421$9.0M0.2%CoreMediumNaples, FL2026-10-22
Calamos Advisors LLC
78,980$8.7M0.0%GrowthMediumNaperville, IL2026-11-02
Creative Planning
74,392$8.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Convergence Investment Partners, LLC
72,886$8.0M0.6%GARPHighPalm Beach Gardens, FL2026-10-28
SEB Asset Management AB
72,463$8.0M0.0%CoreN/AStockholm, Sweden2026-11-04
Cooper Investors PTY LTD
65,933$7.3M3.8%CoreHighMelbourne, Victoria, China2026-10-13
Oppenheimer Asset Management Inc.
62,863$6.9M0.1%CoreMediumNew York, NY2026-10-27
Augustine Asset Management Inc
61,155$6.8M1.5%GrowthVery LowJacksonville, FL2026-10-13
Tema Etfs LLC
58,493$6.5M0.2%GrowthMediumNew York, NY2026-10-16
NorthCrest Asset Manangement, LLC
57,661$6.3M0.1%GrowthLowPlymouth, MN2026-10-13
Amalgamated Bank
55,196$6.1M0.1%CoreVery LowNew York, NY2026-10-23
KTF Investments, LLC
54,833$6.1M0.6%GrowthLowSeal Beach, CA2026-10-23
Fideuram Asset Management (Ireland) dac
50,604$4.0M0.1%CoreHighDublin 1, Lithuania2026-10-29
Granite Investment Partners, LLC
50,468$5.6M0.3%CoreMediumEl Segundo, CA2026-11-04
Verity Asset Management, Inc.
49,295$5.4M2.1%CoreMediumDurham, NC2026-10-30
Mutual of America Capital Management LLC
46,836$5.2M0.1%IndexLowNew York, NY2026-10-23
OAK Ridge Investments LLC
44,135$4.9M0.3%MomentumMediumChicago, IL2026-10-30
Thrive Capital Management, LLC
42,988$4.7M0.9%CoreMediumFort Washington, PA2026-10-28
Sidoxia Capital Management, LLC
40,008$4.4M3.1%GrowthLowNewport Beach, CA2026-10-28
Campbell Newman Asset Management Inc
38,981$4.3M0.3%GrowthMediumMilwaukee, WI2026-10-22
Torray Investment Partners LLC
38,540$4.3M0.6%GARPMediumBethesda, MD2026-10-30
State of New Jersey Common Pension Fund D
38,308$4.2M0.0%CoreLowTrenton, NJ2026-11-05
Diversify Advisory Services, LLC
37,945$4.6M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
37,945$4.6M0.1%GrowthMediumSandy, UT2026-10-20
Strs Ohio
34,707$3.8M0.0%CoreMediumColumbus, OH2026-10-30
Louisiana State Employees Retirement System
33,700$3.7M0.1%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
33,399$3.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
AlphaCore Capital LLC
32,113$3.5M0.1%ETFLowLa Jolla, CA2026-11-04
Harbor Capital Advisors, Inc.
31,578$3.5M0.6%ValueHighChicago, IL2026-10-22
Commonwealth Equity Services, LLC
31,286$3.5M0.0%ETFLowWaltham, MA2026-11-02
Cardinal Capital Management
29,788$3.3M0.4%ValueVery LowRaleigh, NC2026-10-21
James Investment Research, Inc.
29,436$3.2M0.3%CoreLowAlpha, OH2026-10-22
Virginia Retirement Systems ET Al
28,700$3.2M0.0%CoreMediumRichmond, VA2026-10-28
Atria Investments, Inc
28,648$3.2M0.0%CoreMediumCharlotte, NC2026-10-15
Oliver Luxxe Assets LLC
28,582$3.2M0.5%ValueMediumGladstone, NJ2026-10-14
Monument Capital Management
28,511$3.1M0.7%GARPHighAlexandria, VA2026-10-09
Inspire Investing, LLC
28,340$3.1M0.1%GARPHighMeridian, ID2026-10-22
Linden Thomas Advisory Services, LLC
27,774$3.1M0.2%CoreLowCharlotte, NC2026-10-19
Daiwa Securities Group Inc.
27,573$3.0M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
27,091$3.0M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
26,638$2.9M0.0%IndexLowEast Lansing, MI2026-10-27
B. Metzler seel. Sohn & Co. AG
25,210$2.8M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Hussman Strategic Advisors, Inc.
25,200$2.8M0.6%YieldVery HighEllicott City, MD2026-11-02
Yousif Capital Management, LLC
24,929$2.8M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Thrivent Financial for Lutherans
24,872$2.7M0.0%GARPMediumMinneapolis, MN2026-11-05
Xponance LLC
24,775$2.7M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Nisa Investment Advisors, LLC
24,512$2.7M0.0%IndexVery LowSt. Louis, MO2026-10-20
Oregon Public Employees Retirement Fund
23,462$2.6M0.0%IndexVery LowTigard, OR2026-10-30
Profund Advisors LLC
22,633$2.5M0.1%GrowthLowBethesda, MD2026-10-29
Truist Financial Corp
22,481$2.5M0.0%CoreLowCharlotte, NC2026-10-30
Oppenheimer & Co Inc
22,013$2.4M0.0%CoreLowNew York, NY2026-10-26
Financiere des Professionnels - Fonds d'investissement inc.
22,007$2.4M0.1%GrowthHighMontreal, Austria2026-11-03
Unified Investment Management
20,984$2.3M2.0%CoreLowAtlanta, GA2026-10-14
China Universal Asset Management Co., Ltd.
20,709$2.3M0.1%GrowthMediumShanghai, France2026-10-28
OpenArc Corporate Advisory, LLC
20,615$2.3M0.0%GrowthLowAtlanta, GA2026-10-21
Redhawk Wealth Advisors, Inc.
20,371$2.2M0.2%ETFHighMinneapolis, MN2026-10-14
New York Life Investment Management LLC
19,841$2.2M0.0%GrowthLowNew York, NY2026-11-04
Achmea Investment Management B.V.
19,411$2.1M0.0%CoreMediumZeist, Philippines2026-10-30
Tectonic Advisors LLC
19,360$2.1M0.1%YieldLowFrisco, TX2026-10-22
Gibbs Wealth Management
19,020$2.1M0.2%CoreLowAlpharetta, GA2026-10-22
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
18,000$2.0M1.0%GrowthN/ABirkirkara, O12026-11-04
Arbor Investment Advisors, LLC
17,950$2.0M0.2%ETFVery LowWinston Salem, NC2026-10-26
Tealwood Asset Management Inc
17,833$2.0M1.8%GrowthMediumMinneapolis, MN2026-10-13
Keeler Thomas Management LLC
17,722$2.0M0.8%CoreHighOrem, UT2026-10-29
Pictet Asset Management Holding SA
17,718$2.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Shaker Investments LLC
16,995$1.9M0.7%MomentumMediumCleveland, OH2026-11-05
CWA Asset Management Group, LLC
16,829$1.9M0.1%CoreMediumNaples, FL2026-10-19
Trilogy Capital Inc.
16,807$1.9M0.1%ETFMediumIrvine, CA2026-10-20
RFG Advisory, LLC
16,535$1.8M0.0%ETFMediumBirmingham, AL2026-11-03
Bokf, NA
15,811$1.7M0.0%CoreLowTulsa, OK2026-10-27
Shelton Wealth Management, LLC
15,686$1.7M0.7%GrowthMediumFort Worth, TX2026-10-16
Nations Financial Group Inc,
15,663$1.7M0.1%CoreLowCedar Rapids, IA2026-11-05
US Bancorp \de\
15,541$1.7M0.0%IndexLowMinneapolis, MN2026-11-05
Verdence Capital Advisors LLC
15,172$1.7M0.1%CoreMediumHunt Valley, MD2026-10-26
Azzad Asset Management Inc
15,162$1.7M0.2%GrowthMediumFalls Church, VA2026-11-04
Portside Wealth Group, LLC
15,027$1.7M0.2%CoreMediumProvo, UT2026-10-20
Gradient Investments LLC
14,952$1.7M0.0%CoreMediumArden Hills, MN2026-10-08
Cambiar Investors LLC
14,928$1.6M0.1%ValueMediumDenver, CO2026-11-04
Kestra Advisory Services, LLC
14,793$1.6M0.0%CoreLowAustin, TX2026-11-02
Ashton Thomas Private Wealth, LLC
14,483$1.6M0.0%CoreMediumScottsdale, AZ2026-11-03
Point Nemo Capital, LLC
13,626$1.5M0.7%GARPVery HighDripping Springs, TX2026-11-03
Castellan Group
13,400$1.5M0.2%ETFLowLouisville, KY2026-10-19
Vise Technologies, Inc.
12,645$1.4M0.0%IndexLowNew York, NY2026-10-29
Virtue Capital Management, LLC
12,270$1.4M0.2%GrowthHighBrentwood, TN2026-10-29
Norden Group LLC
11,992$1.3M0.1%GrowthMediumProvo, UT2026-10-20
Juncture Wealth Strategies, LLC
11,625$1.3M0.3%ETFLowScottsdale, AZ2026-10-06
Sumitomo Mitsui Trust Group, Inc.
11,300$1.2M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Gateway Investment Advisers LLC
11,093$1.2M0.0%GrowthLowCincinnati, OH2026-10-13
Farther Finance Advisors, LLC
11,074$1.2M0.0%IndexLowSan Francisco, CA2026-10-08
Sowell Financial Services LLC
10,936$1.2M0.0%CoreLowNorth Little Rock, AR2026-10-23
Fairvoy Private Wealth, LLC
10,892$1.2M0.2%GrowthMediumBirmingham, AL2026-10-19
Park Avenue Securities LLC
10,121$1.1M0.0%ETFMediumNew York, NY2026-10-26
AlphaCentric Advisors LLC
9,821$1.1M1.0%CoreHighSan Juan, PR2026-11-03
111 Capital
9,333$1.0M0.2%CoreVery HighParis, India2026-11-03
Mesirow Financial Investment Management, Inc.
9,052$999.3K0.0%CoreLowChicago, IL2026-11-05
Quadrant Capital Group LLC
8,958$982.0K0.0%CoreLowCincinnati, OH2026-10-20
Keybank National Association
8,834$975.3K0.0%CoreLowBrooklyn, OH2026-11-04
Founders Financial Securities LLC
8,667$956.8K0.0%ETFMediumTowson, MD2026-10-28
AMI Asset Management Corp
8,261$912.0K0.1%GrowthMediumLos Angeles, CA2026-10-20
ProShare Advisors LLC
8,248$910.6K0.0%GrowthLowBethesda, MD2026-10-29
Yorktown Management & Research Co Inc
7,850$866.6K0.6%MomentumMediumForest, VA2026-10-28
Cookson Peirce & Co Inc
7,810$862.2K0.0%GrowthHighPittsburgh, PA2026-10-30
Spire Wealth Management
7,748$855.4K0.0%GrowthMediumMclean, VA2026-10-30
Signal Advisors Wealth, LLC
7,696$849.6K0.0%ETFLowDetroit, MI2026-10-13
Net Worth Advisory Group
7,634$816.4K0.2%GARPMediumSandy, UT2026-10-20
Simplex Trading, LLC
7,536$832.0K0.0%CoreVery HighChicago, IL2026-11-04
Brookstone Capital Management
7,408$817.8K0.0%ETFMediumWheaton, IL2026-10-22
Swiss Life Asset Management Ltd
7,323$808.5K0.0%CoreLowZurich, Switzerland2026-11-03
Alliance Wealth Advisors, LLC
6,994$772.1K0.1%ETFHighCenterville, UT2026-10-28
MGO One Seven LLC
6,896$761.3K0.0%GrowthLowBeachwood, OH2026-10-28
Ifrah Financial Services, Inc.
6,848$756.0K0.2%ETFLowLittle Rock, AR2026-10-13
MRA Advisory Group
6,713$741.1K0.3%ETFMediumParsippany, NJ2026-10-07
MacKenzie Financial Corp
6,591$727.6K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Independent Financial Group, LLC
6,501$717.7K0.0%GrowthLowSan Diego, CA2026-10-13
Isthmus Partners, LLC
6,462$713.4K0.1%ValueMediumMadison, WI2026-10-21
Collective Family Office LLC
6,313$697.0K0.1%ETFLowYork, PA2026-10-05
HB Wealth Management, LLC
6,291$665.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Lanark Financial, Inc.
6,269$692.1K0.0%CoreMediumBirmingham, AL2026-10-26
HMS Capital Management, LLC
5,807$641.1K0.2%GrowthMediumNashville, TN2026-10-20
Mirae Asset Global Investments Co., Ltd.
5,800$640.3K0.0%GrowthLowSeoul, Malaysia2026-11-03
Radnor Capital Management, LLC
5,638$622.4K0.1%CoreLowWayne, PA2026-10-23
Innova Wealth Partners
5,516$608.9K0.2%ETFHighNewtown, PA2026-10-21
Gamma Investing LLC
5,493$606.4K0.0%IndexVery LowFoster City, CA2026-10-08
Cambridge Investment Research Advisors, Inc.
5,461$603.0K0.0%ETFLowFairfield, IA2026-11-02
Exchange Traded Concepts, LLC
5,455$602.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
Stirlingshire Investments, Inc.
5,443$600.9K0.4%ETFMediumNew York, NY2026-11-05
Alps Advisors Inc
5,381$594.1K0.0%YieldLowDenver, CO2026-11-03
Apollon Wealth Management, LLC
5,296$584.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Whalen Wealth Management Inc.
5,275$582.3K0.2%GrowthHighLas Vegas, NV2026-10-08
Visionary Wealth Advisors
5,241$578.6K0.0%ETFLowO'Fallon, IL2026-11-04
Legacy Wealth Asset Management, LLC
5,210$575.2K0.1%GARPMediumWoodbury, MN2026-10-09
Sterling Capital Management LLC
5,199$574.0K0.0%GARPMediumCharlotte, NC2026-10-22
Argent Capital Management LLC
5,079$560.7K0.0%CoreMediumSt Louis, MO2026-10-05
IFP Advisors, Inc
5,022$554.4K0.0%GrowthLowTampa, FL2026-10-16
Evergreen Capital Management LLC
4,973$549.0K0.0%GARPMediumBellevue, WA2026-10-23
Titleist Asset Management, LLC
4,808$530.8K0.0%ETFLowSan Antonio, TX2026-10-08
Parkside Financial Bank & Trust
4,735$522.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Ethic Inc.
4,734$522.6K0.0%CoreLowNew York, NY2026-11-03
Connecticut Wealth Management, LLC
4,668$515.3K0.0%ETFLowFarmington, CT2026-10-13
BAM Wealth Management, LLC
4,629$511.0K0.3%ETFHighLakewood, CO2026-10-15
Fifth Third Wealth Advisors LLC
4,515$498.5K0.0%IndexVery LowCincinnati, OH2026-10-22
Compound Planning, Inc.
4,476$494.1K0.0%CoreLowNew York, NY2026-11-05
Elevation Point Wealth Partners, LLC
4,403$486.1K0.0%CoreHighDenver, CO2026-11-05
Smart Wealth LLC
4,401$485.9K0.1%ETFHighOmaha, NE2026-11-04
Praxis Investment Management Inc
4,391$485.0K0.1%CoreLowGoshen, IN2026-11-03
Advisor OS, LLC
4,367$482.1K0.0%ETFMediumChicago, IL2026-11-03
StoneX Group Inc.
4,366$482.0K0.0%ETFMediumNew York, NY2026-11-03
Lido Advisors, LLC
4,209$464.7K0.0%GrowthLowLos Angeles, CA2026-11-04
EverSource Wealth Advisors, LLC
4,151$458.3K0.0%CoreMediumBirmingham, AL2026-11-04
Vontobel Holding Ltd.
4,014$443.1K0.0%CoreMediumZurich, Switzerland2026-10-16
Roman Butler Fullerton & Co
3,989$488.7K0.1%GrowthMediumSt Louis, MO2026-10-27
KBC Group NV
3,945$436.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
SWP Financial LLC
3,831$422.9K0.2%ETFMediumEncinitas, CA2026-10-23
Choreo, LLC
3,794$418.9K0.0%IndexLowRockford, IL2026-10-28
Fiduciary Alliance LLC
3,737$412.6K0.0%CoreMediumGreenville, SC2026-10-13
Crossmark Global Holdings, Inc.
3,674$405.6K0.0%GARPMediumHouston, TX2026-10-21
CIBC Asset Management Inc
3,650$403.0K0.0%GARPLowToronto, South Africa2026-11-05
First Citizens Bank & Trust Co
3,617$399.3K0.0%CoreMediumRaleigh, NC2026-10-14
North Dakota State Investment Board
3,598$397.2K0.0%GrowthMediumBismarck, ND2026-10-27
Abacus Wealth Partners, LLC
3,529$389.6K0.0%ETFLowSanta Monica, CA2026-11-03
Abel Hall, LLC
3,458$381.8K0.1%CoreMediumBaton Rouge, LA2026-10-19
Focus Financial Network, Inc.
3,368$371.8K0.0%ETFLowMinneapolis, MN2026-10-14
Concurrent Investment Advisors, LLC
3,356$370.5K0.0%GrowthMediumTampa, FL2026-10-16
Caitong International Asset Management Co., Ltd
3,250$358.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Balefire, LLC
3,227$356.3K0.1%ETFMediumDallas, TX2026-10-09
Occidental Asset Management, LLC
3,211$354.5K0.0%GrowthLowBurlingame, CA2026-11-05
Provenance Wealth Advisors, LLC
3,209$354.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Welch Group, LLC
3,200$353.3K0.0%CoreVery LowBirmingham, AL2026-10-29
Clear Creek Financial Management, LLC
3,195$352.8K0.0%ETFMediumSilverdale, WA2026-10-28
Victory Financial Group, LLC
3,169$349.9K0.0%ETFLowAustin, TX2026-10-27
Compass Financial Management LLC
3,164$349.3K0.0%CoreN/ATampa, FL2026-10-30
Encompass More Asset Management
3,161$349.0K0.0%ETFHighDanville, CA2026-10-16
Novem Group
3,067$338.6K0.0%ETFMediumRochester, NY2026-10-19
Journey Retirement Planning & Investment Management LLC
3,008$332.1K0.2%CoreLowAmmon, ID2026-10-09
Applied Finance Capital Management, LLC
3,002$331.4K0.0%CoreMediumSan Juan, PR2026-11-03
PSP Research LLC
3,000$331.2K0.2%ETFMediumLas Vegas, NV2026-10-21
Gallacher Capital Management LLC
2,972$328.1K0.3%ValueMediumLone Tree, CO2026-10-30
Simplicity Wealth,LLC
2,962$327.0K0.0%ETFLowSummit, NJ2026-10-23
Old National Bancorp
2,932$323.7K0.0%CoreLowEvansville, IN2026-10-20
Regions Financial Corp
2,903$320.5K0.0%CoreLowBirmingham, AL2026-11-05
Retirement Guys Formula LLC
2,881$318.1K0.1%CoreMediumMaumee, OH2026-10-26
Scissortail Wealth Management, LLC
2,855$315.2K0.1%ETFLowTulsa, OK2026-11-03
Brucke Financial, Inc.
2,835$313.0K0.1%GrowthMediumIndianapolis, IN2026-10-23
Hanseatic Management Services Inc
2,745$303.0K0.2%GrowthHighAlbuquerque, NM2026-10-27
Sanchez Gaunt Capital Management, LLC
2,684$296.3K0.2%ETFN/AReno, NV2026-11-03
Wedmont Private Capital
2,673$293.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Procyon Advisors, LLC
2,629$290.2K0.0%CoreVery LowShelton, CT2026-10-21
Graetz Wealth LLC
2,628$290.2K0.2%ETFMediumJenison, MI2026-10-27
Prime Capital Investment Advisors, LLC
2,561$282.7K0.0%ETFLowOverland Park, KS2026-10-20
Allspring Global Investments Holdings, LLC
2,480$265.2K0.0%CoreMediumCharlotte, NC2026-11-04
Smith Shellnut Wilson LLC
2,420$267.2K0.1%CoreVery LowRidgeland, MS2026-10-21
Teza Capital Management LLC
2,294$253.3K0.2%ValueHighAustin, TX2026-10-23
Andina Capital Management, LLC
2,279$251.6K0.4%ETFMediumLogan, UT2026-10-21
Whitaker-Myers Wealth Managers, Ltd.
2,240$247.3K0.0%ETFMediumMansfield, OH2026-10-09
Renasant Bank
2,193$242.1K0.2%CoreMediumTupelo, MS2026-11-05
Pacific Wealth Management
2,184$241.1K0.1%ETFLowSan Diego, CA2026-10-05
Parallel Advisors, LLC
2,165$239.0K0.0%IndexLowSan Francisco, CA2026-11-03
Sagespring Wealth Partners, LLC
2,143$236.6K0.0%ETFLowFranklin, TN2026-10-22
B. Riley Wealth Advisors, Inc.
2,103$232.2K0.0%GrowthLowMemphis, TN2026-10-13
Brindle & Bay Financial Advisors, LLC
2,090$230.7K0.1%ETFMediumFrisco, TX2026-10-15
Samalin Investment Counsel, LLC
2,082$229.8K0.1%YieldMediumChappaqua, NY2026-10-23
Virtus Family Office LLC
2,058$227.2K0.2%Deep ValueMediumEl Paso, TX2026-10-30
HUB Investment Partners, LLC
2,058$227.2K0.0%GrowthLowAustin, TX2026-11-03
Westover Capital Advisors, LLC
2,025$223.6K0.0%MomentumLowWilmington, DE2026-10-26
Childress Capital Advisors, LLC
2,006$221.5K0.0%GARPMediumHouston, TX2026-10-28
Alterna Wealth Management, Inc
2,000$220.8K0.1%ETFMediumHouston, TX2026-10-27
Brighton Jones LLC
1,994$220.1K0.0%CoreVery LowSeattle, WA2026-11-03
PCG Asset Management, LLC
1,982$218.8K0.2%ETFVery LowGladstone, NJ2026-11-05
State of Wyoming
1,973$217.8K0.0%ValueHighCheyenne, WY2026-10-28
GF Fund Management Co. Ltd.
1,930$213.1K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Koshinski Asset Management, Inc.
1,909$210.8K0.0%ETFLowDecatur, IL2026-10-29
Cyndeo Wealth Partners, LLC
1,887$208.3K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Signaturefd, LLC
1,755$193.7K0.0%IndexLowAtlanta, GA2026-10-23
Bernzott Capital Advisors
1,745$192.6K0.1%YieldMediumCamarillo, CA2026-10-29
Versant Capital Management, Inc
1,704$188.1K0.0%GARPLowPhoenix, AZ2026-10-02
Chicago Partners Investment Group LLC
1,616$203.0K0.0%GARPLowChicago, IL2026-10-27
GK Wealth Management LLC
1,608$177.5K0.1%GARPVery HighReno, NV2026-10-09
USA Financial Formulas
1,394$153.9K0.0%ETFVery HighAda, MI2026-10-16
Harbor Investment Advisory, LLC
1,211$133.7K0.0%GrowthLowLutherville, MD2026-10-13
First Horizon Corp
1,190$131.4K0.0%CoreLowMemphis, TN2026-10-26
Archer Investment Corp
1,000$110.4K0.0%CoreMediumCarmel, IN2026-11-05
SBI Securities Co., Ltd.
898$99.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Root Financial Partners, LLC
739$81.6K0.0%ETFMediumEncinitas, CA2026-10-21
Heritage Family Offices, LLP
697$76.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Cullen T Bankers, Inc.
664$73.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Richardson Financial Services Inc.
643$71.0K0.0%GrowthMediumMedway, MA2026-10-30
Centerpoint Advisors, LLC
545$60.0K0.0%ETFVery LowNeedham, MA2026-11-05
Pinnacle Wealth Planning Services, Inc.
487$53.8K0.0%GARPLowMansfield, OH2026-10-27
MassMutual Private Wealth & Trust, FSB
470$51.9K0.0%CoreLowSpringfield, MA2026-10-05
Leonteq Securities AG
435$48.0K0.0%CoreHighZurich, Switzerland2026-10-29
Larson Financial Group LLC
420$46.4K0.0%GrowthLowSt Louis, MO2026-11-05
Mather Group, Llc.
414$45.7K0.0%ETFMediumChicago, IL2026-10-14
Fulcrum Asset Management LLP
380$42.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
362$40.0K0.0%IndexVery LowTokyo, Mexico2026-11-05
Rossby Financial, LCC
330$36.4K0.0%ETFMediumMelbourne, FL2026-11-05
Trust Co of Vermont
320$35.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
CoreCap Advisors, LLC
303$33.5K0.0%ETFMediumSouthfield, MI2026-10-08
Armstrong Advisory Group, Inc
300$33.1K0.0%ETFHighNeedham, MA2026-10-09
Hilton Head Capital Partners, LLC
300$33.1K0.0%CoreMediumHilton Head Island, SC2026-10-23
Brown, Lisle Ings, Inc.
285$31.5K0.0%CoreVery LowProvidence, RI2026-10-16
TD Private Client Wealth LLC
243$26.8K0.0%ETFLowNew York, NY2026-10-28
Strategic Advocates LLC
242$26.7K0.1%GrowthLowSacramento, CA2026-11-03
TFC Financial Management, Inc.
211$23.3K0.0%ETFVery LowBoston, MA2026-10-26
Elyxium Wealth, LLC
203$22.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Covestor Ltd
169$190.0%ValueHighLondon, United Kingdom2026-10-30
Ares Financial Consulting, LLC
154$17.0K0.0%CoreLowCalabasas, CA2026-10-19
Bell Investment Advisors, Inc
153$16.9K0.0%ETFVery LowOrinda, CA2026-10-29
True Wealth Design, LLC
152$16.8K0.0%ETFMediumAkron, OH2026-10-13
Quaker Wealth Management, LLC
150$16.6K0.0%ETFMediumMoorestown, NJ2026-10-22
Signature Equity Partners, LLC
143$15.8K0.0%GrowthMediumColumbus, OH2026-10-29
City State Bank
142$15.7K0.0%GrowthVery LowNorwalk, IA2026-10-20
SJS Investment Consulting Inc.
140$15.5K0.0%ETFVery LowSylvania, OH2026-10-26
Wolff Wiese Magana LLC
125$13.8K0.0%GrowthLowCarslbad, CA2026-10-15
American National Bank & Trust
109$12.0K0.0%CoreVery LowWichita Falls, TX2026-10-07
Farmers & Merchants Investments Inc
107$11.8K0.0%CoreVery LowLincoln, NE2026-10-22
Tradewinds Capital Management, LLC
100$11.0K0.0%ETFVery HighBellingham, WA2026-10-23
JFS Wealth Advisors, LLC
97$10.7K0.0%ETFVery LowHermitage, PA2026-11-03
Cedar Mountain Advisors, LLC
96$10.6K0.0%ETFVery LowLake Oswego, OR2026-10-15
Bayforest Capital Ltd
91$10.0K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Country Trust Bank
83$9.2K0.0%GrowthLowBloomington, IL2026-10-30
Rakuten Securities, Inc.
80$8.8K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Byrne Asset Management LLC
80$8.6K0.0%CoreLowKingston, NJ2026-10-06
Private Wealth Management Group, LLC
73$8.1K0.0%ETFLowPrinceton, NJ2026-10-19
TD Waterhouse Canada Inc.
71$7.6K0.0%CoreLowToronto, Australia2026-10-16
Private Trust Co NA
67$7.4K0.0%CoreLowCleveland, OH2026-10-20
Concord Wealth Partners
66$7.3K0.0%GrowthLowAbingdon, VA2026-11-02
Fortitude Family Office, LLC
64$7.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Cromwell Holdings LLC
51$5.6K0.0%IndexLowJackson, WY2026-10-28
Avion Wealth
50$50.0%ETFLowThe Woodlands, TX2026-11-04
Lodestone Wealth Management LLC
50$5.5K0.0%CoreLowSpokane, WA2026-10-14
Financial Network Wealth Advisors LLC
48$5.3K0.0%ETFLowMurray, UT2026-10-28
Montag A & Associates Inc
46$5.0K0.0%CoreLowAtlanta, GA2026-10-29
MJT & Associates Financial Advisory Group, Inc.
41$4.5K0.0%ETFLowMontevideo, MN2026-10-07
Hazlett, Burt & Watson, Inc.
40$40.0%CoreVery LowWheeling, WV2026-11-04
Westside Investment Management, Inc.
35$3.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Blue Trust, Inc.
33$3.6K0.0%ETFLowBrentwood, TN2026-10-15
Essential Partners LLC
30$3.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Elevation Wealth Partners, LLC
28$3.1K0.0%ETFLowWalnut Creek, CA2026-10-07
CX Institutional
27$30.0%CoreMediumAuburn, IN2026-10-02
Bay Harbor Wealth Management, LLC
26$2.9K0.0%ETFMediumHunt Valley, MD2026-11-03
Albion Financial Group
26$2.9K0.0%GrowthLowSalt Lake City, UT2026-10-21
Ascentis Independent Advisors
25$2.8K0.0%ETFLowDallas, TX2026-11-03
Toth Financial Advisory Corp
25$2.8K0.0%CoreLowLeesburg, VA2026-10-08
Silver Grove Financial Group, Inc.
24$2.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Moisand Fitzgerald Tamayo, LLC
24$2.7K0.0%ETFVery LowOrlando, FL2026-10-15
Retirement Wealth Solutions LLC
23$2.5K0.0%ETFLowMarshfield, WI2026-10-07
Highline Wealth Partners LLC
23$2.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Creative Capital Management Investments LLC
23$2.5K0.0%ETFLowSan Diego, CA2026-10-28
UMB Private Wealth Management, LLC
22$2.4K0.0%GrowthN/AKansas City, MO2026-10-19
Meriwether Wealth & Planning, LLC
21$2.3K0.0%ETFMediumMinden, LA2026-10-13
James T. Borello RIA
20$2.2K0.0%ETFVery LowEast Dundee, IL2026-10-16
Hughes Financial Services, LLC
15$2.0K0.0%ETFLowHerndon, VA2026-10-30
Tounjian Advisory Partners, LLC
13$1.4K0.0%GrowthHighFort Myers, FL2026-11-04
DiNuzzo Private Wealth, Inc.
13$1.4K0.0%ETFLowBeaver, PA2026-10-16
Capital Advisors, Ltd. LLC
12$10.0%ETFLowShaker Heights, OH2026-10-27
Torren Management, LLC
12$1.3K0.0%ETFMediumSan Diego, CA2026-10-29
William Mack & Associates, Inc.
11$1.2K0.0%ETFLowTroy, MI2026-10-27
Valley National Advisers Inc
10$1.1K0.0%ETFLowBethlehem, PA2026-10-23
Financial Management Professionals, Inc.
10$1.1K0.0%ETFMediumAustin, TX2026-10-23
Bare Financial Services, Inc
9$9940.0%ETFVery LowGap, PA2026-11-04
Planning Strategies Inc.
6$6620.0%ETFN/ALancaster, PA2026-10-02
Proathlete Wealth Management LLC
5$5520.0%ETFVery LowBoca Raton, FL2026-10-15
Physician Wealth Advisors, Inc.
5$5520.0%ETFMediumMidvale, UT2026-10-20
DecisionPoint Financial, LLC
4$4280.0%ETFVery LowMesa, AZ2026-10-27
MV Capital Management, Inc.
4$4420.0%ETFLowBethesda, MD2026-10-29
GHP Investment Advisors, Inc.
3$3320.0%CoreVery LowDenver, CO2026-10-15
3 Factor Indexing, LLC
2$2210.0%ETFLowSacramento, CA2026-10-15
Nfsg Corp
1$1100.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Maryland Capital Advisors Inc.
1$1110.0%ETFVery LowChester, MD2026-10-15
American Capital Advisory, LLC
1$1110.0%ETFLowKetchum, ID2026-10-28
Signature Resources Capital Management, LLC
1$1100.0%ETFLowNewport Beach, CA2026-10-16