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HA Sustainable Infrastructur (HASI)

CUSIP: 41068X100 | NYSE | Financial Services · Asset Management | Mid Cap | 1190 institutional holders

Quarters

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

Bank of New York Mellon Corp1,308,484
0.0% of portfolio›$46.9M
Swedbank AB1,277,235
0.0% of portfolio›$45.8M
Dimensional Fund Advisors LP850,010
0.0% of portfolio›$30.4M
Border to Coast Pensions Partnership Ltd700,000
0.0% of portfolio›$25.0K
Principal Financial Group Inc611,523
0.0% of portfolio›$21.9M
Citigroup Inc404,088
0.0% of portfolio›$14.5M
Robeco Institutional Asset Management B.V.395,452
0.0% of portfolio›$14.2M
Boston Common Asset Management, LLC358,948
0.7% of portfolio›$12.9M
ABN Amro Investment Solutions321,853
0.1% of portfolio›$11.5M
Raiffeisen Bank International AG311,710
0.1% of portfolio›$11.1M
Oppenheimer & Co Inc277,245
0.1% of portfolio›$9.9M
Union Bancaire Privee, UBP SA231,034
0.1% of portfolio›$7.5M
AGF Management LTD230,020
0.0% of portfolio›$8.2M
NIA Impact Advisors, LLC179,251
2.8% of portfolio›$6.4M
Commonwealth Equity Services, LLC163,309
0.0% of portfolio›$5.8M
SFE Investment Counsel157,561
0.8% of portfolio›$5.6M
Clean Yield Group144,437
1.3% of portfolio›$5.2M
Alps Advisors Inc133,939
0.0% of portfolio›$4.8M
New York State Teachers Retirement System109,200
0.0% of portfolio›$3.9K
DekaBank Deutsche Girozentrale108,123
0.0% of portfolio›$3.9K
SEB Asset Management AB97,072
0.0% of portfolio›$3.5M
OAK Ridge Investments LLC82,354
0.2% of portfolio›$2.9M
Andrew Hill Investment Advisors, Inc.82,231
2.3% of portfolio›$2.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP81,500
0.0% of portfolio›$2.9M
Thrivent Financial for Lutherans81,376
0.0% of portfolio›$2.9K
Eagle Global Advisors LLC72,273
0.1% of portfolio›$2.6M
Illinois Municipal Retirement Fund67,665
0.0% of portfolio›$2.4M
Creative Planning63,469
0.0% of portfolio›$2.3M
Ellerson Group Inc60,480
1.3% of portfolio›$2.3M
Vontobel Holding Ltd.54,525
0.0% of portfolio›$2.0M
Louisiana State Employees Retirement System54,500
0.0% of portfolio›$2.0M
State of New Jersey Common Pension Fund D45,120
0.0% of portfolio›$1.6M
Hussman Strategic Advisors, Inc.42,000
0.3% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.40,326
0.0% of portfolio›$1.4K
Horst & Graben Wealth Management LLC38,924
0.2% of portfolio›$1.4M
Strong Tower Advisory Services38,222
0.2% of portfolio›$1.4M
Arizona State Retirement System35,999
0.0% of portfolio›$1.3M
Strs Ohio35,000
0.0% of portfolio›$1.3M
Amalgamated Bank33,198
0.0% of portfolio›$1.2K
Yousif Capital Management, LLC33,115
0.0% of portfolio›$1.2M
Farther Finance Advisors, LLC32,051
0.0% of portfolio›$1.1M
Cascade Investment Group, Inc.30,650
0.6% of portfolio›$1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS30,145
0.0% of portfolio›$1.1M
Abundance Wealth Counselors29,850
0.2% of portfolio›$1.1M
Perigon Wealth Management, LLC29,549
0.0% of portfolio›$1.1M
Oregon Public Employees Retirement Fund28,754
0.0% of portfolio›$1.0M
Maryland State Retirement & Pension System28,646
0.0% of portfolio›$1.0M
Bailard, Inc.28,412
0.0% of portfolio›$1.0M
Fifth Third Bancorp27,604
0.0% of portfolio›$988.8K
Everett Harris & Co24,600
0.0% of portfolio›$881.2K
Davenport & Co LLC24,430
0.0% of portfolio›$875.1K
Yorktown Management & Research Co Inc23,550
0.6% of portfolio›$843.6K
State of Alaska, Department of Revenue21,494
0.0% of portfolio›$769
Pictet Asset Management Holding SA19,356
0.0% of portfolio›$693.3K
Kestra Advisory Services, LLC18,724
0.0% of portfolio›$670.7K
AIA Group Ltd18,033
0.0% of portfolio›$645.9K
ProShare Advisors LLC17,681
0.0% of portfolio›$633.3K
Inspire Investing, LLC17,678
0.0% of portfolio›$633.2K
Wedbush Securities Inc17,380
0.0% of portfolio›$623
Keybank National Association16,754
0.0% of portfolio›$600.1K
Virginia Retirement Systems ET Al15,400
0.0% of portfolio›$551.6K
Harbor Capital Advisors, Inc.15,393
0.0% of portfolio›$551
Nisa Investment Advisors, LLC15,124
0.0% of portfolio›$541.7K
Hartline Investment Corp/15,094
0.1% of portfolio›$540.7K
Harrington Investments, Inc14,987
0.3% of portfolio›$536.8K
Investment Research Partners LLC14,872
0.2% of portfolio›$532.7K
Mutual of America Capital Management LLC14,600
0.0% of portfolio›$523.0K
Values Added Financial LLC14,205
0.2% of portfolio›$508.8K
Evergreen Capital Management LLC14,039
0.0% of portfolio›$502.9K
Atria Investments, Inc12,847
0.0% of portfolio›$460.2K
Chesley Taft & Associates LLC12,467
0.0% of portfolio›$446.6K
Xponance LLC12,361
0.0% of portfolio›$442.8K
1620 Investment Advisors, Inc.11,985
0.3% of portfolio›$429.3K
Crossmark Global Holdings, Inc.11,935
0.0% of portfolio›$427.5K
Wealth Enhancement Advisory Services, LLC11,479
0.0% of portfolio›$417.2K
Pekin Hardy Strauss, Inc.11,180
0.0% of portfolio›$400.5K
Ethic Inc.10,807
0.0% of portfolio›$387.1K
Colorado Capital Management, Inc.10,729
0.0% of portfolio›$384
Pine Haven Investment Counsel, Inc10,383
0.2% of portfolio›$371.9K
Tred Avon Family Wealth, LLC10,249
0.1% of portfolio›$367.1K
Prime Capital Investment Advisors, LLC10,199
0.0% of portfolio›$365.3K
TrueMark Investments, LLC10,029
0.0% of portfolio›$359.2K
CIBC Asset Management Inc9,772
0.0% of portfolio›$350.0K
Choreo, LLC9,333
0.0% of portfolio›$334.3K
Ashton Thomas Private Wealth, LLC9,224
0.0% of portfolio›$330.4K
Apollon Wealth Management, LLC9,223
0.0% of portfolio›$330.4K
Seelaus Asset Management LLC9,198
0.2% of portfolio›$329.5K
Guidance Capital, Inc9,111
0.1% of portfolio›$348.9K
Gamma Investing LLC8,882
0.0% of portfolio›$318.2K
Modera Wealth Management, LLC8,844
0.0% of portfolio›$316.8K
US Bancorp \de\8,698
0.0% of portfolio›$311.6K
Plan Group Financial, LLC8,496
0.1% of portfolio›$303.1K
Bryn Mawr Trust Advisors, LLC8,020
0.0% of portfolio›$287.3K
Axxion S.A.8,017
0.0% of portfolio›$287.2K
Invested Advisors7,965
0.2% of portfolio›$285.3K
Spirit of America Management Corp7,717
0.1% of portfolio›$276.4K
Swiss Life Asset Management Ltd7,470
0.0% of portfolio›$267.6K
Compass Financial Management LLC7,260
0.0% of portfolio›$260.1K
Annex Advisory Services, LLC7,225
0.0% of portfolio›$258.8K
Kestra Private Wealth Services, LLC7,147
0.0% of portfolio›$256.0K
Sound Income Strategies, LLC6,891
0.0% of portfolio›$250.5K
SeaCrest Wealth Management, LLC6,881
0.0% of portfolio›$246.5K
Avail Investment Partners, LLC6,777
0.2% of portfolio›$242.8K
First Affirmative Financial Network6,685
0.1% of portfolio›$239.4K
Peddock Capital Advisors, LLC6,550
0.0% of portfolio›$234.6K
Advisory Solutions Group, LLC6,295
0.0% of portfolio›$225.5K
Reynders McVeigh Capital Management, LLC6,140
0.0% of portfolio›$219.9K
Argonautica Private Wealth Management, Inc6,008
0.1% of portfolio›$215.2K
Baldwin Wealth Partners LLC5,950
0.0% of portfolio›$213.1K
HB Wealth Management, LLC5,933
0.0% of portfolio›$212.5K
Profund Advisors LLC5,868
0.0% of portfolio›$210.2K
KBC Group NV4,143
0.0% of portfolio›$148.0K
Fulcrum Asset Management LLP3,926
0.0% of portfolio›$139.6K
MeadowBrook Investment Advisors LLC3,045
0.1% of portfolio›$111.3K
Bayforest Capital Ltd2,588
0.1% of portfolio›$92.7K
Sterling Capital Management LLC2,524
0.0% of portfolio›$90.4K
Spire Wealth Management2,500
0.0% of portfolio›$89.6K
First Bancorp, Inc2,450
0.0% of portfolio›$87.8K
Wilmington Savings Fund Society, FSB2,125
0.0% of portfolio›$76.1K
Trust Co of Vermont1,800
0.0% of portfolio›$64.5K
Harbor Investment Advisory, LLC1,800
0.0% of portfolio›$64.5K
Manchester Capital Management LLC1,446
0.0% of portfolio›$51.8K
Parallel Advisors, LLC1,431
0.0% of portfolio›$51.3K
Versant Capital Management, Inc1,087
0.0% of portfolio›$38.9K
TD Waterhouse Canada Inc.1,020
0.0% of portfolio›$36.8K
Salomon & Ludwin, LLC1,018
0.0% of portfolio›$36.5K
Cassaday & Co Wealth Management LLC900
0.0% of portfolio›$32.2K
Pinnacle Wealth Planning Services, Inc.806
0.0% of portfolio›$28.9K
EverSource Wealth Advisors, LLC767
0.0% of portfolio›$27.5K
Larson Financial Group LLC730
0.0% of portfolio›$26.1K
Mather Group, Llc.521
0.0% of portfolio›$18.7K
Phillip James Consulting Co.503
0.0% of portfolio›$18.0K
TFC Financial Management, Inc.460
0.0% of portfolio›$16.5K
Rossby Financial, LCC433
0.0% of portfolio›$15.5K
DeDora Capital, Inc.413
0.0% of portfolio›$14.8K
Hilltop National Bank400
0.0% of portfolio›$14.3K
Signaturefd, LLC392
0.0% of portfolio›$14.0K
Triumph Capital Management390
0.0% of portfolio›$14.0K
Golden State Wealth Management, LLC300
0.0% of portfolio›$10.7K
Assetmark, Inc295
0.0% of portfolio›$10.6K
Bare Financial Services, Inc276
0.0% of portfolio›$9.9K
First Pacific Financial252
0.0% of portfolio›$9.0K
Hager Investment Management Services, LLC247
0.0% of portfolio›$8.8K
Eastern Bank230
0.0% of portfolio›$8.2K
Physician Wealth Advisors, Inc.222
0.0% of portfolio›$8.0K
Jnba Financial Advisors217
0.0% of portfolio›$7.8K
Valued Wealth Advisors LLC190
0.0% of portfolio›$6.8K
Essential Partners LLC171
0.0% of portfolio›$6.1K
Pflug Koory, LLC160
0.0% of portfolio›$5.7K
Quest 10 Wealth Builders, Inc.154
0.0% of portfolio›$5.5K
Cherry Tree Wealth Management, LLC151
0.0% of portfolio›$5.4K
GK Wealth Management LLC142
0.0% of portfolio›$5.1K
Farmers & Merchants Investments Inc119
0.0% of portfolio›$4.3K
Elevated Capital Advisors, LLC103
0.0% of portfolio›$3.7K
Archer Investment Corp100
0.0% of portfolio›$3.6K
Parkside Financial Bank & Trust95
0.0% of portfolio›$3.4K
Root Financial Partners, LLC86
0.0% of portfolio›$3.1K
Bell Investment Advisors, Inc83
0.0% of portfolio›$3.0K
Abound Wealth Management79
0.0% of portfolio›$2.8K
Downshift Financial, LLC76
0.0% of portfolio›$2.7K
SJS Investment Consulting Inc.72
0.0% of portfolio›$2.6K
MassMutual Private Wealth & Trust, FSB53
0.0% of portfolio›$1.9K
High Note Wealth, LLC49
0.0% of portfolio›$1.8K
Hughes Financial Services, LLC48
0.0% of portfolio›$1.8K
Creative Capital Management Investments LLC37
0.0% of portfolio›$1.3K
Covestor Ltd32
0.0% of portfolio›$1
JFS Wealth Advisors, LLC29
0.0% of portfolio›$1.0K
Valley National Advisers Inc25
0.0% of portfolio›$896
IFP Advisors, Inc21
0.0% of portfolio›$752
Gilpin Wealth Management, LLC20
0.0% of portfolio›$717
Torren Management, LLC11
0.0% of portfolio›$395
True Wealth Design, LLC11
0.0% of portfolio›$395
Davis Capital Management10
0.0% of portfolio›$358
Financial Consulate, Inc10
0.0% of portfolio›$359
Fortitude Family Office, LLC10
0.0% of portfolio›$358
Silver Grove Financial Group, Inc.8
0.0% of portfolio›$287
Caitong International Asset Management Co., Ltd7
0.0% of portfolio›$251
James T. Borello RIA4
0.0% of portfolio›$143
DecisionPoint Financial, LLC2
0.0% of portfolio›$73
Monetary Solutions, Ltd2
0.0% of portfolio›$72
Bay Harbor Wealth Management, LLC2
0.0% of portfolio›$72
Cedar Mountain Advisors, LLC1
0.0% of portfolio›$36
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
1,308,484$46.9M0.0%CoreLowNew York, NY2026-11-05
Swedbank AB
1,277,235$45.8M0.0%GrowthLowStockholm, Sweden2026-10-27
Dimensional Fund Advisors LP
850,010$30.4M0.0%IndexLowAustin, TX2026-11-04
Border to Coast Pensions Partnership Ltd
700,000$25.0K0.0%GrowthLowLeeds, United Kingdom2026-10-09
Principal Financial Group Inc
611,523$21.9M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
404,088$14.5M0.0%CoreMediumNew York, NY2026-11-04
Robeco Institutional Asset Management B.V.
395,452$14.2M0.0%CoreMediumRotterdam, Philippines2026-10-20
Boston Common Asset Management, LLC
358,948$12.9M0.7%CoreLowBoston, MA2026-10-13
ABN Amro Investment Solutions
321,853$11.5M0.1%GrowthLowParis Cedex 008, India2026-10-21
Raiffeisen Bank International AG
311,710$11.1M0.1%GrowthMediumVienna, Chile2026-10-28
Oppenheimer & Co Inc
277,245$9.9M0.1%CoreLowNew York, NY2026-10-26
Union Bancaire Privee, UBP SA
231,034$7.5M0.1%GrowthMediumGeneva 1, Switzerland2026-11-04
AGF Management LTD
230,020$8.2M0.0%GrowthHighToronto, Australia2026-11-03
NIA Impact Advisors, LLC
179,251$6.4M2.8%CoreMediumOakland, CA2026-11-04
Commonwealth Equity Services, LLC
163,309$5.8M0.0%ETFLowWaltham, MA2026-11-02
SFE Investment Counsel
157,561$5.6M0.8%CoreLowLos Angeles, CA2026-10-29
Clean Yield Group
144,437$5.2M1.3%CoreLowNorwich, VT2026-10-28
Alps Advisors Inc
133,939$4.8M0.0%YieldLowDenver, CO2026-11-03
New York State Teachers Retirement System
109,200$3.9K0.0%CoreVery LowAlbany, NY2026-10-22
DekaBank Deutsche Girozentrale
108,123$3.9K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
SEB Asset Management AB
97,072$3.5M0.0%CoreN/AStockholm, Sweden2026-11-04
OAK Ridge Investments LLC
82,354$2.9M0.2%MomentumMediumChicago, IL2026-10-30
Andrew Hill Investment Advisors, Inc.
82,231$2.9M2.3%GrowthHighNaples, FL2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
81,500$2.9M0.0%GrowthVery LowBoston, MA2026-10-23
Thrivent Financial for Lutherans
81,376$2.9K0.0%GARPMediumMinneapolis, MN2026-11-05
Eagle Global Advisors LLC
72,273$2.6M0.1%CoreLowHouston, TX2026-11-02
Illinois Municipal Retirement Fund
67,665$2.4M0.0%CoreMediumOak Brook, IL2026-11-05
Creative Planning
63,469$2.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Ellerson Group Inc
60,480$2.3M1.3%GrowthLowAnnapolis, MD2026-11-04
Vontobel Holding Ltd.
54,525$2.0M0.0%CoreMediumZurich, Switzerland2026-10-16
Louisiana State Employees Retirement System
54,500$2.0M0.0%IndexLowBaton Rouge, LA2026-10-20
State of New Jersey Common Pension Fund D
45,120$1.6M0.0%CoreLowTrenton, NJ2026-11-05
Hussman Strategic Advisors, Inc.
42,000$1.5M0.3%YieldVery HighEllicott City, MD2026-11-02
Cambridge Investment Research Advisors, Inc.
40,326$1.4K0.0%ETFLowFairfield, IA2026-11-02
Horst & Graben Wealth Management LLC
38,924$1.4M0.2%ETFMediumPortland, OR2026-11-02
Strong Tower Advisory Services
38,222$1.4M0.2%CoreMediumMinneapolis, MN2026-10-13
Arizona State Retirement System
35,999$1.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Strs Ohio
35,000$1.3M0.0%CoreMediumColumbus, OH2026-10-30
Amalgamated Bank
33,198$1.2K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
33,115$1.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Farther Finance Advisors, LLC
32,051$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
Cascade Investment Group, Inc.
30,650$1.1M0.6%CoreLowColorado Springs, CO2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
30,145$1.1M0.0%CoreLowHarrisburg, PA2026-11-03
Abundance Wealth Counselors
29,850$1.1M0.2%GrowthLowState College, PA2026-10-26
Perigon Wealth Management, LLC
29,549$1.1M0.0%GrowthLowSan Francisco, CA2026-10-22
Oregon Public Employees Retirement Fund
28,754$1.0M0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
28,646$1.0M0.0%IndexVery LowBaltimore, MD2026-11-05
Bailard, Inc.
28,412$1.0M0.0%GrowthMediumFoster City, CA2026-10-13
Fifth Third Bancorp
27,604$988.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Everett Harris & Co
24,600$881.2K0.0%CoreVery LowLos Angeles, CA2026-10-28
Davenport & Co LLC
24,430$875.1K0.0%CoreMediumRichmond, VA2026-10-14
Yorktown Management & Research Co Inc
23,550$843.6K0.6%MomentumMediumForest, VA2026-10-28
State of Alaska, Department of Revenue
21,494$7690.0%CoreVery LowJuneau, AK2026-10-15
Pictet Asset Management Holding SA
19,356$693.3K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Kestra Advisory Services, LLC
18,724$670.7K0.0%CoreLowAustin, TX2026-11-02
AIA Group Ltd
18,033$645.9K0.0%GrowthMediumHong Kong, South Korea2026-10-30
ProShare Advisors LLC
17,681$633.3K0.0%GrowthLowBethesda, MD2026-10-29
Inspire Investing, LLC
17,678$633.2K0.0%GARPHighMeridian, ID2026-10-22
Wedbush Securities Inc
17,380$6230.0%CoreLowPasadena, CA2026-10-22
Keybank National Association
16,754$600.1K0.0%CoreLowBrooklyn, OH2026-11-04
Virginia Retirement Systems ET Al
15,400$551.6K0.0%CoreMediumRichmond, VA2026-10-28
Harbor Capital Advisors, Inc.
15,393$5510.0%ValueHighChicago, IL2026-10-22
Nisa Investment Advisors, LLC
15,124$541.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Hartline Investment Corp/
15,094$540.7K0.1%GrowthMediumWinnetka, IL2026-10-29
Harrington Investments, Inc
14,987$536.8K0.3%CoreVery LowNapa, CA2026-10-14
Investment Research Partners LLC
14,872$532.7K0.2%CoreLowLemont, PA2026-10-19
Mutual of America Capital Management LLC
14,600$523.0K0.0%IndexLowNew York, NY2026-10-23
Values Added Financial LLC
14,205$508.8K0.2%ETFLowWashington, DC2026-10-28
Evergreen Capital Management LLC
14,039$502.9K0.0%GARPMediumBellevue, WA2026-10-23
Atria Investments, Inc
12,847$460.2K0.0%CoreMediumCharlotte, NC2026-10-15
Chesley Taft & Associates LLC
12,467$446.6K0.0%CoreLowChicago, IL2026-10-13
Xponance LLC
12,361$442.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
1620 Investment Advisors, Inc.
11,985$429.3K0.3%ValueLowPlymouth, MA2026-11-04
Crossmark Global Holdings, Inc.
11,935$427.5K0.0%GARPMediumHouston, TX2026-10-21
Wealth Enhancement Advisory Services, LLC
11,479$417.2K0.0%CoreLowPlymouth, MN2026-10-13
Pekin Hardy Strauss, Inc.
11,180$400.5K0.0%ValueMediumChicago, IL2026-11-02
Ethic Inc.
10,807$387.1K0.0%CoreLowNew York, NY2026-11-03
Colorado Capital Management, Inc.
10,729$3840.0%ETFVery LowBoulder, CO2026-10-15
Pine Haven Investment Counsel, Inc
10,383$371.9K0.2%CoreVery LowFairhaven, MA2026-11-02
Tred Avon Family Wealth, LLC
10,249$367.1K0.1%CoreLowEaston, MD2026-10-20
Prime Capital Investment Advisors, LLC
10,199$365.3K0.0%ETFLowOverland Park, KS2026-10-20
TrueMark Investments, LLC
10,029$359.2K0.0%YieldHighChicago, IL2026-11-05
CIBC Asset Management Inc
9,772$350.0K0.0%GARPLowToronto, South Africa2026-11-05
Choreo, LLC
9,333$334.3K0.0%IndexLowRockford, IL2026-10-28
Ashton Thomas Private Wealth, LLC
9,224$330.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Apollon Wealth Management, LLC
9,223$330.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Seelaus Asset Management LLC
9,198$329.5K0.2%GrowthMediumChatham, NJ2026-10-14
Guidance Capital, Inc
9,111$348.9K0.1%ETFMediumLousville, KY2026-11-03
Gamma Investing LLC
8,882$318.2K0.0%IndexVery LowFoster City, CA2026-10-08
Modera Wealth Management, LLC
8,844$316.8K0.0%ETFVery LowWestwood, NJ2026-10-28
US Bancorp \de\
8,698$311.6K0.0%IndexLowMinneapolis, MN2026-11-05
Plan Group Financial, LLC
8,496$303.1K0.1%ETFMediumOklahoma City, OK2026-10-22
Bryn Mawr Trust Advisors, LLC
8,020$287.3K0.0%CoreLowPhiladelphia, PA2026-11-04
Axxion S.A.
8,017$287.2K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Invested Advisors
7,965$285.3K0.2%CoreMediumState College, PA2026-10-23
Spirit of America Management Corp
7,717$276.4K0.1%GARPLowSyosset, NY2026-10-14
Swiss Life Asset Management Ltd
7,470$267.6K0.0%CoreLowZurich, Switzerland2026-11-03
Compass Financial Management LLC
7,260$260.1K0.0%CoreN/ATampa, FL2026-10-30
Annex Advisory Services, LLC
7,225$258.8K0.0%GrowthHighBrookfield, WI2026-10-16
Kestra Private Wealth Services, LLC
7,147$256.0K0.0%GrowthLowAustin, TX2026-10-30
Sound Income Strategies, LLC
6,891$250.5K0.0%YieldMediumFt Lauderdale, FL2026-10-09
SeaCrest Wealth Management, LLC
6,881$246.5K0.0%GrowthLowPurchase, NY2026-10-21
Avail Investment Partners, LLC
6,777$242.8K0.2%CoreMediumLemont, PA2026-10-16
First Affirmative Financial Network
6,685$239.4K0.1%CoreN/AColorado Springs, CO2026-10-21
Peddock Capital Advisors, LLC
6,550$234.6K0.0%GrowthLowBraintree, MA2026-10-16
Advisory Solutions Group, LLC
6,295$225.5K0.0%ETFN/APlymouth, MN2026-10-14
Reynders McVeigh Capital Management, LLC
6,140$219.9K0.0%GrowthLowBoston, MA2026-10-30
Argonautica Private Wealth Management, Inc
6,008$215.2K0.1%GrowthLowWellesley, MA2026-11-02
Baldwin Wealth Partners LLC
5,950$213.1K0.0%GrowthLowMarion, MA2026-10-13
HB Wealth Management, LLC
5,933$212.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Profund Advisors LLC
5,868$210.2K0.0%GrowthLowBethesda, MD2026-10-29
KBC Group NV
4,143$148.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Fulcrum Asset Management LLP
3,926$139.6K0.0%CoreMediumLondon, United Kingdom2026-11-04
MeadowBrook Investment Advisors LLC
3,045$111.3K0.1%CoreLowLivonia, MI2026-10-29
Bayforest Capital Ltd
2,588$92.7K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Sterling Capital Management LLC
2,524$90.4K0.0%GARPMediumCharlotte, NC2026-10-22
Spire Wealth Management
2,500$89.6K0.0%GrowthMediumMclean, VA2026-10-30
First Bancorp, Inc
2,450$87.8K0.0%ValueVery LowDamariscotta, ME2026-10-26
Wilmington Savings Fund Society, FSB
2,125$76.1K0.0%CoreLowWilmington, DE2026-10-23
Trust Co of Vermont
1,800$64.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Harbor Investment Advisory, LLC
1,800$64.5K0.0%GrowthLowLutherville, MD2026-10-13
Manchester Capital Management LLC
1,446$51.8K0.0%CoreLowManchester, VT2026-10-22
Parallel Advisors, LLC
1,431$51.3K0.0%IndexLowSan Francisco, CA2026-11-03
Versant Capital Management, Inc
1,087$38.9K0.0%GARPLowPhoenix, AZ2026-10-02
TD Waterhouse Canada Inc.
1,020$36.8K0.0%CoreLowToronto, Australia2026-10-16
Salomon & Ludwin, LLC
1,018$36.5K0.0%ETFVery LowRichmond, VA2026-10-29
Cassaday & Co Wealth Management LLC
900$32.2K0.0%ETFVery LowMclean, VA2026-10-27
Pinnacle Wealth Planning Services, Inc.
806$28.9K0.0%GARPLowMansfield, OH2026-10-27
EverSource Wealth Advisors, LLC
767$27.5K0.0%CoreMediumBirmingham, AL2026-11-04
Larson Financial Group LLC
730$26.1K0.0%GrowthLowSt Louis, MO2026-11-05
Mather Group, Llc.
521$18.7K0.0%ETFMediumChicago, IL2026-10-14
Phillip James Consulting Co.
503$18.0K0.0%ETFVery HighPlymouth, MN2026-11-03
TFC Financial Management, Inc.
460$16.5K0.0%ETFVery LowBoston, MA2026-10-26
Rossby Financial, LCC
433$15.5K0.0%ETFMediumMelbourne, FL2026-11-05
DeDora Capital, Inc.
413$14.8K0.0%ETFVery LowNapa, CA2026-10-26
Hilltop National Bank
400$14.3K0.0%CoreLowCasper, WY2026-10-14
Signaturefd, LLC
392$14.0K0.0%IndexLowAtlanta, GA2026-10-23
Triumph Capital Management
390$14.0K0.0%ETFMediumDenver, CO2026-10-14
Golden State Wealth Management, LLC
300$10.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Assetmark, Inc
295$10.6K0.0%ETFLowConcord, CA2026-10-21
Bare Financial Services, Inc
276$9.9K0.0%ETFVery LowGap, PA2026-11-04
First Pacific Financial
252$9.0K0.0%ETFLowVancouver, WA2026-10-14
Hager Investment Management Services, LLC
247$8.8K0.0%GrowthMediumNew London, NH2026-11-04
Eastern Bank
230$8.2K0.0%GrowthMediumBoston, MA2026-10-05
Physician Wealth Advisors, Inc.
222$8.0K0.0%ETFMediumMidvale, UT2026-10-20
Jnba Financial Advisors
217$7.8K0.0%ETFMediumBloomington, MN2026-11-03
Valued Wealth Advisors LLC
190$6.8K0.0%IndexVery LowHolladay, UT2026-11-05
Essential Partners LLC
171$6.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Pflug Koory, LLC
160$5.7K0.0%CoreVery LowOmaha, NE2026-10-26
Quest 10 Wealth Builders, Inc.
154$5.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
Cherry Tree Wealth Management, LLC
151$5.4K0.0%ETFVery LowMinnetonka, MN2026-10-15
GK Wealth Management LLC
142$5.1K0.0%GARPVery HighReno, NV2026-10-09
Farmers & Merchants Investments Inc
119$4.3K0.0%CoreVery LowLincoln, NE2026-10-22
Elevated Capital Advisors, LLC
103$3.7K0.0%ETFMediumSandy, UT2026-11-04
Archer Investment Corp
100$3.6K0.0%CoreMediumCarmel, IN2026-11-05
Parkside Financial Bank & Trust
95$3.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
86$3.1K0.0%ETFMediumEncinitas, CA2026-10-21
Bell Investment Advisors, Inc
83$3.0K0.0%ETFVery LowOrinda, CA2026-10-29
Abound Wealth Management
79$2.8K0.0%ETFVery LowFranklin, TN2026-10-26
Downshift Financial, LLC
76$2.7K0.0%ETFLowBoulder, CO2026-10-13
SJS Investment Consulting Inc.
72$2.6K0.0%ETFVery LowSylvania, OH2026-10-26
MassMutual Private Wealth & Trust, FSB
53$1.9K0.0%CoreLowSpringfield, MA2026-10-05
High Note Wealth, LLC
49$1.8K0.0%ETFVery LowDeephaven, MN2026-10-27
Hughes Financial Services, LLC
48$1.8K0.0%ETFLowHerndon, VA2026-10-30
Creative Capital Management Investments LLC
37$1.3K0.0%ETFLowSan Diego, CA2026-10-28
Covestor Ltd
32$10.0%ValueHighLondon, United Kingdom2026-10-30
JFS Wealth Advisors, LLC
29$1.0K0.0%ETFVery LowHermitage, PA2026-11-03
Valley National Advisers Inc
25$8960.0%ETFLowBethlehem, PA2026-10-23
IFP Advisors, Inc
21$7520.0%GrowthLowTampa, FL2026-10-16
Gilpin Wealth Management, LLC
20$7170.0%GrowthLowDenver, CO2026-10-09
Torren Management, LLC
11$3950.0%ETFMediumSan Diego, CA2026-10-29
True Wealth Design, LLC
11$3950.0%ETFMediumAkron, OH2026-10-13
Davis Capital Management
10$3580.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
10$3590.0%ETFLowHunt Valley, MD2026-10-23
Fortitude Family Office, LLC
10$3580.0%ETFMediumScottsdale, AZ2026-10-14
Silver Grove Financial Group, Inc.
8$2870.0%CoreMediumOrchard Park, NY2026-11-05
Caitong International Asset Management Co., Ltd
7$2510.0%GrowthVery HighHong Kong, South Korea2026-10-29
James T. Borello RIA
4$1430.0%ETFVery LowEast Dundee, IL2026-10-16
DecisionPoint Financial, LLC
2$730.0%ETFVery LowMesa, AZ2026-10-27
Monetary Solutions, Ltd
2$720.0%ETFVery LowDayton, OH2026-10-22
Bay Harbor Wealth Management, LLC
2$720.0%ETFMediumHunt Valley, MD2026-11-03
Cedar Mountain Advisors, LLC
1$360.0%ETFVery LowLake Oswego, OR2026-10-15