IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Healthequity Inc (HQY)

CUSIP: 42226A107 | NYSE | Healthcare · Health Information Services | Mid Cap | 1389 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Wasatch Advisors LP7,011,469
4.6% of portfolio›$620.2M
Dimensional Fund Advisors LP1,896,816
0.0% of portfolio›$167.8M
Swedbank AB1,403,000
0.1% of portfolio›$124.1M
Davenport & Co LLC962,799
0.4% of portfolio›$84.5M
Principal Financial Group Inc361,622
0.0% of portfolio›$32.0M
Oppenheimer Asset Management Inc.226,704
0.2% of portfolio›$20.1M
Retirement Systems of Alabama220,184
0.1% of portfolio›$19.5M
Allspring Global Investments Holdings, LLC219,109
0.0% of portfolio›$19.6M
Premier Fund Managers Ltd138,731
0.0% of portfolio›$12.1K
One Way Holdings LLC128,873
0.5% of portfolio›$11.4M
Tectonic Advisors LLC109,953
0.5% of portfolio›$9.7M
B. Metzler seel. Sohn & Co. AG102,322
0.1% of portfolio›$9.1M
Beacon Investment Advisory Services, Inc.96,556
0.3% of portfolio›$8.5M
Channing Capital Management, LLC92,409
0.2% of portfolio›$8.2M
Diversify Advisory Services, LLC90,820
0.1% of portfolio›$8.4M
Diversify Wealth Management, LLC90,820
0.1% of portfolio›$8.4M
Mutual of America Capital Management LLC89,826
0.1% of portfolio›$7.9M
Creative Planning84,945
0.0% of portfolio›$7.5M
EverSource Wealth Advisors, LLC83,019
0.2% of portfolio›$7.3M
New York State Teachers Retirement System79,154
0.0% of portfolio›$7.0M
Moran Wealth Management, LLC77,846
0.2% of portfolio›$6.9M
Motley Fool Asset Management LLC77,542
0.3% of portfolio›$6.9M
Kornitzer Capital Management Inc75,326
0.1% of portfolio›$6.7M
Sumitomo Mitsui DS Asset Management Company, Ltd72,001
0.0% of portfolio›$6.4M
Summit Creek Advisors LLC70,693
2.5% of portfolio›$6.3M
Achmea Investment Management B.V.65,228
0.0% of portfolio›$5.8M
Inspirion Wealth Advisors, LLC65,000
0.7% of portfolio›$5.7M
Thompson Investment Management, Inc.64,010
0.6% of portfolio›$5.7M
AlphaCore Capital LLC60,260
0.1% of portfolio›$5.3M
Atria Investments, Inc49,236
0.0% of portfolio›$4.4M
Moody Aldrich Partners LLC48,967
0.8% of portfolio›$4.3M
Strs Ohio45,900
0.0% of portfolio›$4.1M
Y-Intercept (Hong Kong) Ltd45,586
0.1% of portfolio›$4.0M
Leuthold Group, LLC45,158
0.4% of portfolio›$4.0M
Virginia Retirement Systems ET Al44,600
0.0% of portfolio›$3.9M
Covea Finance37,800
0.1% of portfolio›$3.3M
Cambridge Investment Research Advisors, Inc.36,463
0.0% of portfolio›$3.2M
Amalgamated Bank35,860
0.0% of portfolio›$3.2M
Assenagon Asset Management S.A.32,776
0.0% of portfolio›$2.9M
Wealth Enhancement Advisory Services, LLC32,766
0.0% of portfolio›$2.2M
Physician Wealth Advisors, Inc.28,862
0.3% of portfolio›$2.6M
Apollon Wealth Management, LLC26,337
0.0% of portfolio›$2.3M
Chesley Taft & Associates LLC25,135
0.1% of portfolio›$2.2M
Louisiana State Employees Retirement System24,800
0.0% of portfolio›$2.2M
Arizona State Retirement System23,558
0.0% of portfolio›$2.1M
Yousif Capital Management, LLC22,346
0.0% of portfolio›$2.0M
Choreo, LLC20,944
0.0% of portfolio›$1.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS19,955
0.0% of portfolio›$1.8M
First American Bank19,648
0.1% of portfolio›$1.7M
State of Michigan Retirement System19,622
0.0% of portfolio›$1.7M
Citigroup Inc18,549
0.0% of portfolio›$1.6M
Three Seasons Wealth, LLC17,553
0.1% of portfolio›$1.6M
Oregon Public Employees Retirement Fund17,276
0.0% of portfolio›$1.5M
Cambiar Investors LLC15,987
0.1% of portfolio›$1.4M
Schaper Benz & Wise Investment Counsel Inc14,732
0.1% of portfolio›$1.3M
Coyle Financial Counsel LLC14,086
0.2% of portfolio›$1.2M
ProShare Advisors LLC13,722
0.0% of portfolio›$1.2M
Milestone Asset Management, LLC13,684
0.2% of portfolio›$1.2M
Pictet Asset Management Holding SA12,874
0.0% of portfolio›$1.1M
Gradient Investments LLC12,730
0.0% of portfolio›$1.1M
Xponance LLC11,890
0.0% of portfolio›$1.1M
State of Alaska, Department of Revenue11,609
0.0% of portfolio›$1.0K
Vontobel Holding Ltd.11,232
0.0% of portfolio›$993.6K
iA Global Asset Management Inc.10,948
0.0% of portfolio›$968.0K
Hennion & Walsh Asset Management, Inc.10,771
0.0% of portfolio›$952.8K
Ashton Thomas Private Wealth, LLC9,704
0.0% of portfolio›$858.4K
Peterson Wealth Services9,040
0.2% of portfolio›$799.7K
Concurrent Investment Advisors, LLC8,978
0.0% of portfolio›$794.2K
NorthCrest Asset Manangement, LLC8,863
0.0% of portfolio›$824.7K
Suncoast Equity Management8,725
0.1% of portfolio›$771.8K
Radnor Capital Management, LLC8,686
0.1% of portfolio›$722.4K
Washington Capital Management, Inc8,630
0.5% of portfolio›$763.4K
Sheets Smith Wealth Management8,292
0.1% of portfolio›$733.5K
Fulton Bank, N.A.8,089
0.0% of portfolio›$715.6K
Truist Financial Corp7,740
0.0% of portfolio›$684.7K
Alps Advisors Inc7,536
0.0% of portfolio›$666.6K
Quadrant Capital Group LLC7,227
0.0% of portfolio›$651.8K
HB Wealth Management, LLC7,044
0.0% of portfolio›$429.0K
Counterpoint Mutual Funds LLC6,833
0.1% of portfolio›$604.4K
Abel Hall, LLC6,736
0.1% of portfolio›$595.9K
Swiss Life Asset Management Ltd6,658
0.0% of portfolio›$589.0K
Sepio Capital, LP6,606
0.0% of portfolio›$584.4K
DekaBank Deutsche Girozentrale6,068
0.0% of portfolio›$534.0K
Crossmark Global Holdings, Inc.5,852
0.0% of portfolio›$517.7K
Overbrook Management Corp5,840
0.1% of portfolio›$516.6K
Brighton Jones LLC5,341
0.0% of portfolio›$472.5K
Prospera Financial Services Inc4,930
0.0% of portfolio›$505.2K
Vise Technologies, Inc.4,922
0.0% of portfolio›$435.4K
Inspire Investing, LLC4,494
0.0% of portfolio›$397.6K
Citizens Financial Group Inc4,371
0.0% of portfolio›$386.7K
Commonwealth Equity Services, LLC4,357
0.0% of portfolio›$385.4K
State of Wyoming4,350
0.0% of portfolio›$384.8K
Nisa Investment Advisors, LLC4,231
0.0% of portfolio›$374.3K
Ethic Inc.4,155
0.0% of portfolio›$367.6K
Juncture Wealth Strategies, LLC4,142
0.1% of portfolio›$366.4K
Evergreen Capital Management LLC3,986
0.0% of portfolio›$352.6K
Integrated Advisors Network LLC3,654
0.0% of portfolio›$323.2K
Sowell Financial Services LLC3,502
0.0% of portfolio›$309.8K
Profund Advisors LLC3,480
0.0% of portfolio›$307.8K
Narus Financial Partners, LLC3,472
0.1% of portfolio›$307.1K
Greenleaf Trust3,262
0.0% of portfolio›$288.6K
Perigon Wealth Management, LLC2,921
0.0% of portfolio›$258.4K
Fifth Third Wealth Advisors LLC2,911
0.0% of portfolio›$257.5K
Curated Wealth Partners LLC2,908
0.0% of portfolio›$257.2K
Acorn Wealth Advisors, LLC2,794
0.1% of portfolio›$247.2K
Sterling Capital Management LLC2,771
0.0% of portfolio›$245.1K
1620 Investment Advisors, Inc.2,764
0.2% of portfolio›$244.5K
Avanza Fonder AB2,738
0.0% of portfolio›$242.2K
Financiere des Professionnels - Fonds d'investissement inc.2,696
0.0% of portfolio›$238.5K
Axxion S.A.2,691
0.0% of portfolio›$238.0K
Park Avenue Securities LLC2,657
0.0% of portfolio›$235.0K
Verdence Capital Advisors LLC2,518
0.0% of portfolio›$222.7K
KBC Group NV2,411
0.0% of portfolio›$213.0K
MeadowBrook Investment Advisors LLC2,400
0.2% of portfolio›$242.3K
Avior Wealth Management, LLC2,335
0.0% of portfolio›$206.6K
Grant Private Wealth Management Inc2,276
0.1% of portfolio›$201.3K
Chicago Partners Investment Group LLC2,254
0.0% of portfolio›$234.4K
Provenance Wealth Advisors, LLC2,113
0.0% of portfolio›$186.9K
Gamma Investing LLC1,479
0.0% of portfolio›$130.8K
Daiwa Securities Group Inc.1,460
0.0% of portfolio›$129.2K
Signaturefd, LLC1,359
0.0% of portfolio›$120.2K
Farther Finance Advisors, LLC1,316
0.0% of portfolio›$116.4K
Assetmark, Inc1,187
0.0% of portfolio›$105.0K
Parallel Advisors, LLC923
0.0% of portfolio›$81.6K
Harbor Investment Advisory, LLC923
0.0% of portfolio›$81.6K
Root Financial Partners, LLC655
0.0% of portfolio›$57.9K
IFP Advisors, Inc561
0.0% of portfolio›$49.6K
Sellwood Investment Partners LLC550
0.0% of portfolio›$48.7K
Pinnacle Wealth Planning Services, Inc.473
0.0% of portfolio›$41.8K
Bayforest Capital Ltd461
0.1% of portfolio›$40.8K
WPG Advisers, LLC455
0.0% of portfolio›$40.2K
True Wealth Design, LLC431
0.0% of portfolio›$38.1K
Axiom Investment Management LLC396
0.0% of portfolio›$35.0K
BI Asset Management Fondsmaeglerselskab A/S388
0.0% of portfolio›$34.0K
Parkside Financial Bank & Trust366
0.0% of portfolio›$32.4K
MassMutual Private Wealth & Trust, FSB318
0.0% of portfolio›$28.1K
CoreCap Advisors, LLC314
0.0% of portfolio›$27.8K
SBI Securities Co., Ltd.308
0.0% of portfolio›$27.2K
Wilmington Savings Fund Society, FSB300
0.0% of portfolio›$26.5K
Versant Capital Management, Inc292
0.0% of portfolio›$25.8K
Caitong International Asset Management Co., Ltd286
0.0% of portfolio›$25.3K
Fulcrum Asset Management LLP270
0.0% of portfolio›$23.6K
Elyxium Wealth, LLC251
0.0% of portfolio›$22.2K
Burkett Financial Services, LLC242
0.0% of portfolio›$21.4K
Private Trust Co NA236
0.0% of portfolio›$20.9K
Montag A & Associates Inc231
0.0% of portfolio›$20.4K
SJS Investment Consulting Inc.225
0.0% of portfolio›$19.9K
Essential Partners LLC224
0.0% of portfolio›$19.8K
Mather Group, Llc.180
0.0% of portfolio›$15.9K
Asset Dedication, LLC171
0.0% of portfolio›$15.1K
Salomon & Ludwin, LLC157
0.0% of portfolio›$13.9K
First Horizon Corp139
0.0% of portfolio›$12.3K
Covestor Ltd134
0.0% of portfolio›$12
Harbor Capital Advisors, Inc.120
0.0% of portfolio›$11
Vision Financial Markets LLC115
0.0% of portfolio›$10.3K
Signature Equity Partners, LLC101
0.0% of portfolio›$8.9K
Cedar Mountain Advisors, LLC75
0.0% of portfolio›$6.6K
Farmers & Merchants Investments Inc74
0.0% of portfolio›$6.5K
JFS Wealth Advisors, LLC67
0.0% of portfolio›$5.9K
Ascentis Wealth Management, LLC64
0.0% of portfolio›$5.7K
Blue Trust, Inc.54
0.0% of portfolio›$4.8K
Fortitude Family Office, LLC52
0.0% of portfolio›$4.6K
Simplex Trading, LLC51
0.0% of portfolio›$4.5K
Bell Investment Advisors, Inc47
0.0% of portfolio›$4.2K
High Note Wealth, LLC35
0.0% of portfolio›$3.1K
City State Bank31
0.0% of portfolio›$2.7K
GK Wealth Management LLC31
0.0% of portfolio›$2.7K
Compass Financial Management LLC29
0.0% of portfolio›$2.6K
Marquette Asset Management, LLC24
0.0% of portfolio›$2.1K
Manchester Capital Management LLC23
0.0% of portfolio›$2.0K
Private Wealth Management Group, LLC22
0.0% of portfolio›$1.9K
Torren Management, LLC21
0.0% of portfolio›$1.9K
Financial Consulate, Inc20
0.0% of portfolio›$1.8K
Creative Capital Management Investments LLC19
0.0% of portfolio›$1.7K
Brown, Lisle Ings, Inc.19
0.0% of portfolio›$1.7K
Bare Financial Services, Inc15
0.0% of portfolio›$1.3K
Bay Harbor Wealth Management, LLC15
0.0% of portfolio›$1.3K
DiNuzzo Private Wealth, Inc.13
0.0% of portfolio›$1.2K
TFC Financial Management, Inc.11
0.0% of portfolio›$974
Abound Wealth Management10
0.0% of portfolio›$885
Financial Management Professionals, Inc.7
0.0% of portfolio›$619
TD Private Client Wealth LLC4
0.0% of portfolio›$354
Proathlete Wealth Management LLC4
0.0% of portfolio›$353
Golden State Wealth Management, LLC4
0.0% of portfolio›$354
Quaker Wealth Management, LLC3
0.0% of portfolio›$266
DecisionPoint Financial, LLC3
0.0% of portfolio›$269
James T. Borello RIA2
0.0% of portfolio›$177
Hughes Financial Services, LLC2
0.0% of portfolio›$203
Planning Strategies Inc.2
0.0% of portfolio›$177
GHP Investment Advisors, Inc.1
0.0% of portfolio›$89
Maryland Capital Advisors Inc.1
0.0% of portfolio›$89
StyleTurnoverLocationFiled
Wasatch Advisors LP
7,011,469$620.2M4.6%GARPMediumSalt Lake City, UT2026-10-13
Dimensional Fund Advisors LP
1,896,816$167.8M0.0%IndexLowAustin, TX2026-11-04
Swedbank AB
1,403,000$124.1M0.1%GrowthLowStockholm, Sweden2026-10-27
Davenport & Co LLC
962,799$84.5M0.4%CoreMediumRichmond, VA2026-10-14
Principal Financial Group Inc
361,622$32.0M0.0%CoreLowDes Moines, IA2026-11-02
Oppenheimer Asset Management Inc.
226,704$20.1M0.2%CoreMediumNew York, NY2026-10-27
Retirement Systems of Alabama
220,184$19.5M0.1%IndexLowMontgomery, AL2026-11-04
Allspring Global Investments Holdings, LLC
219,109$19.6M0.0%CoreMediumCharlotte, NC2026-11-04
Premier Fund Managers Ltd
138,731$12.1K0.0%MomentumMediumLondon, United Kingdom2026-11-02
One Way Holdings LLC
128,873$11.4M0.5%CoreMediumFlower Mound, TX2026-10-29
Tectonic Advisors LLC
109,953$9.7M0.5%YieldLowFrisco, TX2026-10-22
B. Metzler seel. Sohn & Co. AG
102,322$9.1M0.1%GrowthMediumFrankfurt, Hong Kong2026-10-30
Beacon Investment Advisory Services, Inc.
96,556$8.5M0.3%GrowthLowMorristown, NJ2026-10-13
Channing Capital Management, LLC
92,409$8.2M0.2%ValueHighChicago, IL2026-11-02
Diversify Advisory Services, LLC
90,820$8.4M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
90,820$8.4M0.1%GrowthMediumSandy, UT2026-10-20
Mutual of America Capital Management LLC
89,826$7.9M0.1%IndexLowNew York, NY2026-10-23
Creative Planning
84,945$7.5M0.0%IndexVery LowOverland Park, KS2026-11-02
EverSource Wealth Advisors, LLC
83,019$7.3M0.2%CoreMediumBirmingham, AL2026-11-04
New York State Teachers Retirement System
79,154$7.0M0.0%CoreVery LowAlbany, NY2026-10-22
Moran Wealth Management, LLC
77,846$6.9M0.2%CoreMediumNaples, FL2026-10-22
Motley Fool Asset Management LLC
77,542$6.9M0.3%GrowthMediumAlexandria, VA2026-10-27
Kornitzer Capital Management Inc
75,326$6.7M0.1%CoreLowShawnee Mission, KS2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
72,001$6.4M0.0%IndexVery LowTokyo, Mexico2026-10-20
Summit Creek Advisors LLC
70,693$6.3M2.5%GARPLowMinneapolis, MN2026-11-03
Achmea Investment Management B.V.
65,228$5.8M0.0%CoreMediumZeist, Philippines2026-10-30
Inspirion Wealth Advisors, LLC
65,000$5.7M0.7%ETFMediumLibertyville, IL2026-10-09
Thompson Investment Management, Inc.
64,010$5.7M0.6%ValueMediumMadison, WI2026-10-14
AlphaCore Capital LLC
60,260$5.3M0.1%ETFLowLa Jolla, CA2026-11-04
Atria Investments, Inc
49,236$4.4M0.0%CoreMediumCharlotte, NC2026-10-15
Moody Aldrich Partners LLC
48,967$4.3M0.8%ValueHighMarblehead, MA2026-10-27
Strs Ohio
45,900$4.1M0.0%CoreMediumColumbus, OH2026-10-30
Y-Intercept (Hong Kong) Ltd
45,586$4.0M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Leuthold Group, LLC
45,158$4.0M0.4%ValueMediumMinneapolis, MN2026-11-04
Virginia Retirement Systems ET Al
44,600$3.9M0.0%CoreMediumRichmond, VA2026-10-28
Covea Finance
37,800$3.3M0.1%GrowthMediumParis, India2026-10-21
Cambridge Investment Research Advisors, Inc.
36,463$3.2M0.0%ETFLowFairfield, IA2026-11-02
Amalgamated Bank
35,860$3.2M0.0%CoreVery LowNew York, NY2026-10-23
Assenagon Asset Management S.A.
32,776$2.9M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Wealth Enhancement Advisory Services, LLC
32,766$2.2M0.0%CoreLowPlymouth, MN2026-10-13
Physician Wealth Advisors, Inc.
28,862$2.6M0.3%ETFMediumMidvale, UT2026-10-20
Apollon Wealth Management, LLC
26,337$2.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
Chesley Taft & Associates LLC
25,135$2.2M0.1%CoreLowChicago, IL2026-10-13
Louisiana State Employees Retirement System
24,800$2.2M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
23,558$2.1M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
22,346$2.0M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Choreo, LLC
20,944$1.9M0.0%IndexLowRockford, IL2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
19,955$1.8M0.0%CoreLowHarrisburg, PA2026-11-03
First American Bank
19,648$1.7M0.1%GrowthVery LowDundee, IL2026-10-27
State of Michigan Retirement System
19,622$1.7M0.0%IndexLowEast Lansing, MI2026-10-27
Citigroup Inc
18,549$1.6M0.0%CoreMediumNew York, NY2026-11-04
Three Seasons Wealth, LLC
17,553$1.6M0.1%GrowthMediumSalt Lake City, UT2026-11-03
Oregon Public Employees Retirement Fund
17,276$1.5M0.0%IndexVery LowTigard, OR2026-10-30
Cambiar Investors LLC
15,987$1.4M0.1%ValueMediumDenver, CO2026-11-04
Schaper Benz & Wise Investment Counsel Inc
14,732$1.3M0.1%CoreVery LowNeenah, WI2026-10-09
Coyle Financial Counsel LLC
14,086$1.2M0.2%ETFVery LowGlenview, IL2026-10-28
ProShare Advisors LLC
13,722$1.2M0.0%GrowthLowBethesda, MD2026-10-29
Milestone Asset Management, LLC
13,684$1.2M0.2%GrowthHighPittsburgh, PA2026-10-15
Pictet Asset Management Holding SA
12,874$1.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Gradient Investments LLC
12,730$1.1M0.0%CoreMediumArden Hills, MN2026-10-08
Xponance LLC
11,890$1.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
State of Alaska, Department of Revenue
11,609$1.0K0.0%CoreVery LowJuneau, AK2026-10-15
Vontobel Holding Ltd.
11,232$993.6K0.0%CoreMediumZurich, Switzerland2026-10-16
iA Global Asset Management Inc.
10,948$968.0K0.0%GrowthMediumQuebec, Austria2026-10-29
Hennion & Walsh Asset Management, Inc.
10,771$952.8K0.0%ValueMediumParsippany, NJ2026-10-13
Ashton Thomas Private Wealth, LLC
9,704$858.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Peterson Wealth Services
9,040$799.7K0.2%GrowthHighSouth Ogden, UT2026-10-26
Concurrent Investment Advisors, LLC
8,978$794.2K0.0%GrowthMediumTampa, FL2026-10-16
NorthCrest Asset Manangement, LLC
8,863$824.7K0.0%GrowthLowPlymouth, MN2026-10-13
Suncoast Equity Management
8,725$771.8K0.1%GrowthMediumTampa, FL2026-11-03
Radnor Capital Management, LLC
8,686$722.4K0.1%CoreLowWayne, PA2026-10-23
Washington Capital Management, Inc
8,630$763.4K0.5%ValueMediumSeattle, WA2026-10-19
Sheets Smith Wealth Management
8,292$733.5K0.1%CoreLowWinston-Salem, NC2026-10-16
Fulton Bank, N.A.
8,089$715.6K0.0%CoreLowLancaster, PA2026-10-14
Truist Financial Corp
7,740$684.7K0.0%CoreLowCharlotte, NC2026-10-30
Alps Advisors Inc
7,536$666.6K0.0%YieldLowDenver, CO2026-11-03
Quadrant Capital Group LLC
7,227$651.8K0.0%CoreLowCincinnati, OH2026-10-20
HB Wealth Management, LLC
7,044$429.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Counterpoint Mutual Funds LLC
6,833$604.4K0.1%Deep ValueVery HighSan Diego, CA2026-10-16
Abel Hall, LLC
6,736$595.9K0.1%CoreMediumBaton Rouge, LA2026-10-19
Swiss Life Asset Management Ltd
6,658$589.0K0.0%CoreLowZurich, Switzerland2026-11-03
Sepio Capital, LP
6,606$584.4K0.0%ETFLowSalt Lake City, UT2026-10-22
DekaBank Deutsche Girozentrale
6,068$534.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Crossmark Global Holdings, Inc.
5,852$517.7K0.0%GARPMediumHouston, TX2026-10-21
Overbrook Management Corp
5,840$516.6K0.1%GrowthMediumNew York, NY2026-10-08
Brighton Jones LLC
5,341$472.5K0.0%CoreVery LowSeattle, WA2026-11-03
Prospera Financial Services Inc
4,930$505.2K0.0%CoreMediumDallas, TX2026-11-04
Vise Technologies, Inc.
4,922$435.4K0.0%IndexLowNew York, NY2026-10-29
Inspire Investing, LLC
4,494$397.6K0.0%GARPHighMeridian, ID2026-10-22
Citizens Financial Group Inc
4,371$386.7K0.0%GrowthLowProvidence, RI2026-10-23
Commonwealth Equity Services, LLC
4,357$385.4K0.0%ETFLowWaltham, MA2026-11-02
State of Wyoming
4,350$384.8K0.0%ValueHighCheyenne, WY2026-10-28
Nisa Investment Advisors, LLC
4,231$374.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Ethic Inc.
4,155$367.6K0.0%CoreLowNew York, NY2026-11-03
Juncture Wealth Strategies, LLC
4,142$366.4K0.1%ETFLowScottsdale, AZ2026-10-06
Evergreen Capital Management LLC
3,986$352.6K0.0%GARPMediumBellevue, WA2026-10-23
Integrated Advisors Network LLC
3,654$323.2K0.0%GrowthMediumDallas, TX2026-10-20
Sowell Financial Services LLC
3,502$309.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Profund Advisors LLC
3,480$307.8K0.0%GrowthLowBethesda, MD2026-10-29
Narus Financial Partners, LLC
3,472$307.1K0.1%ValueLowSalt Lake City, UT2026-10-19
Greenleaf Trust
3,262$288.6K0.0%CoreLowKalamazoo, MI2026-10-29
Perigon Wealth Management, LLC
2,921$258.4K0.0%GrowthLowSan Francisco, CA2026-10-22
Fifth Third Wealth Advisors LLC
2,911$257.5K0.0%IndexVery LowCincinnati, OH2026-10-22
Curated Wealth Partners LLC
2,908$257.2K0.0%GARPLowEl Segundo, CA2026-10-15
Acorn Wealth Advisors, LLC
2,794$247.2K0.1%ETFLowGrand Blanc, MI2026-10-19
Sterling Capital Management LLC
2,771$245.1K0.0%GARPMediumCharlotte, NC2026-10-22
1620 Investment Advisors, Inc.
2,764$244.5K0.2%ValueLowPlymouth, MA2026-11-04
Avanza Fonder AB
2,738$242.2K0.0%GrowthLowStockholm, Sweden2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
2,696$238.5K0.0%GrowthHighMontreal, Austria2026-11-03
Axxion S.A.
2,691$238.0K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Park Avenue Securities LLC
2,657$235.0K0.0%ETFMediumNew York, NY2026-10-26
Verdence Capital Advisors LLC
2,518$222.7K0.0%CoreMediumHunt Valley, MD2026-10-26
KBC Group NV
2,411$213.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
MeadowBrook Investment Advisors LLC
2,400$242.3K0.2%CoreLowLivonia, MI2026-10-29
Avior Wealth Management, LLC
2,335$206.6K0.0%ETFMediumOmaha, NE2026-10-13
Grant Private Wealth Management Inc
2,276$201.3K0.1%GrowthMediumPleasanton, CA2026-10-19
Chicago Partners Investment Group LLC
2,254$234.4K0.0%GARPLowChicago, IL2026-10-27
Provenance Wealth Advisors, LLC
2,113$186.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Gamma Investing LLC
1,479$130.8K0.0%IndexVery LowFoster City, CA2026-10-08
Daiwa Securities Group Inc.
1,460$129.2K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Signaturefd, LLC
1,359$120.2K0.0%IndexLowAtlanta, GA2026-10-23
Farther Finance Advisors, LLC
1,316$116.4K0.0%IndexLowSan Francisco, CA2026-10-08
Assetmark, Inc
1,187$105.0K0.0%ETFLowConcord, CA2026-10-21
Parallel Advisors, LLC
923$81.6K0.0%IndexLowSan Francisco, CA2026-11-03
Harbor Investment Advisory, LLC
923$81.6K0.0%GrowthLowLutherville, MD2026-10-13
Root Financial Partners, LLC
655$57.9K0.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
561$49.6K0.0%GrowthLowTampa, FL2026-10-16
Sellwood Investment Partners LLC
550$48.7K0.0%ETFLowPortland, OR2026-11-03
Pinnacle Wealth Planning Services, Inc.
473$41.8K0.0%GARPLowMansfield, OH2026-10-27
Bayforest Capital Ltd
461$40.8K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
WPG Advisers, LLC
455$40.2K0.0%CoreLowBaltimore, MD2026-10-27
True Wealth Design, LLC
431$38.1K0.0%ETFMediumAkron, OH2026-10-13
Axiom Investment Management LLC
396$35.0K0.0%CoreN/ANew York, NY2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
388$34.0K0.0%CoreMediumKobenhavn, Greece2026-10-22
Parkside Financial Bank & Trust
366$32.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
MassMutual Private Wealth & Trust, FSB
318$28.1K0.0%CoreLowSpringfield, MA2026-10-05
CoreCap Advisors, LLC
314$27.8K0.0%ETFMediumSouthfield, MI2026-10-08
SBI Securities Co., Ltd.
308$27.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Wilmington Savings Fund Society, FSB
300$26.5K0.0%CoreLowWilmington, DE2026-10-23
Versant Capital Management, Inc
292$25.8K0.0%GARPLowPhoenix, AZ2026-10-02
Caitong International Asset Management Co., Ltd
286$25.3K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Fulcrum Asset Management LLP
270$23.6K0.0%CoreMediumLondon, United Kingdom2026-11-04
Elyxium Wealth, LLC
251$22.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Burkett Financial Services, LLC
242$21.4K0.0%ETFLowRock Hill, SC2026-10-01
Private Trust Co NA
236$20.9K0.0%CoreLowCleveland, OH2026-10-20
Montag A & Associates Inc
231$20.4K0.0%CoreLowAtlanta, GA2026-10-29
SJS Investment Consulting Inc.
225$19.9K0.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
224$19.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Mather Group, Llc.
180$15.9K0.0%ETFMediumChicago, IL2026-10-14
Asset Dedication, LLC
171$15.1K0.0%ETFLowSan Francisco, CA2026-11-03
Salomon & Ludwin, LLC
157$13.9K0.0%ETFVery LowRichmond, VA2026-10-29
First Horizon Corp
139$12.3K0.0%CoreLowMemphis, TN2026-10-26
Covestor Ltd
134$120.0%ValueHighLondon, United Kingdom2026-10-30
Harbor Capital Advisors, Inc.
120$110.0%ValueHighChicago, IL2026-10-22
Vision Financial Markets LLC
115$10.3K0.0%CoreLowStamford, CT2026-10-22
Signature Equity Partners, LLC
101$8.9K0.0%GrowthMediumColumbus, OH2026-10-29
Cedar Mountain Advisors, LLC
75$6.6K0.0%ETFVery LowLake Oswego, OR2026-10-15
Farmers & Merchants Investments Inc
74$6.5K0.0%CoreVery LowLincoln, NE2026-10-22
JFS Wealth Advisors, LLC
67$5.9K0.0%ETFVery LowHermitage, PA2026-11-03
Ascentis Wealth Management, LLC
64$5.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Blue Trust, Inc.
54$4.8K0.0%ETFLowBrentwood, TN2026-10-15
Fortitude Family Office, LLC
52$4.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Simplex Trading, LLC
51$4.5K0.0%CoreVery HighChicago, IL2026-11-04
Bell Investment Advisors, Inc
47$4.2K0.0%ETFVery LowOrinda, CA2026-10-29
High Note Wealth, LLC
35$3.1K0.0%ETFVery LowDeephaven, MN2026-10-27
City State Bank
31$2.7K0.0%GrowthVery LowNorwalk, IA2026-10-20
GK Wealth Management LLC
31$2.7K0.0%GARPVery HighReno, NV2026-10-09
Compass Financial Management LLC
29$2.6K0.0%CoreN/ATampa, FL2026-10-30
Marquette Asset Management, LLC
24$2.1K0.0%ETFVery LowMinneapolis, MN2026-10-09
Manchester Capital Management LLC
23$2.0K0.0%CoreLowManchester, VT2026-10-22
Private Wealth Management Group, LLC
22$1.9K0.0%ETFLowPrinceton, NJ2026-10-19
Torren Management, LLC
21$1.9K0.0%ETFMediumSan Diego, CA2026-10-29
Financial Consulate, Inc
20$1.8K0.0%ETFLowHunt Valley, MD2026-10-23
Creative Capital Management Investments LLC
19$1.7K0.0%ETFLowSan Diego, CA2026-10-28
Brown, Lisle Ings, Inc.
19$1.7K0.0%CoreVery LowProvidence, RI2026-10-16
Bare Financial Services, Inc
15$1.3K0.0%ETFVery LowGap, PA2026-11-04
Bay Harbor Wealth Management, LLC
15$1.3K0.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
13$1.2K0.0%ETFLowBeaver, PA2026-10-16
TFC Financial Management, Inc.
11$9740.0%ETFVery LowBoston, MA2026-10-26
Abound Wealth Management
10$8850.0%ETFVery LowFranklin, TN2026-10-26
Financial Management Professionals, Inc.
7$6190.0%ETFMediumAustin, TX2026-10-23
TD Private Client Wealth LLC
4$3540.0%ETFLowNew York, NY2026-10-28
Proathlete Wealth Management LLC
4$3530.0%ETFVery LowBoca Raton, FL2026-10-15
Golden State Wealth Management, LLC
4$3540.0%ETFMediumSanta Ana, CA2026-11-02
Quaker Wealth Management, LLC
3$2660.0%ETFMediumMoorestown, NJ2026-10-22
DecisionPoint Financial, LLC
3$2690.0%ETFVery LowMesa, AZ2026-10-27
James T. Borello RIA
2$1770.0%ETFVery LowEast Dundee, IL2026-10-16
Hughes Financial Services, LLC
2$2030.0%ETFLowHerndon, VA2026-10-30
Planning Strategies Inc.
2$1770.0%ETFN/ALancaster, PA2026-10-02
GHP Investment Advisors, Inc.
1$890.0%CoreVery LowDenver, CO2026-10-15
Maryland Capital Advisors Inc.
1$890.0%ETFVery LowChester, MD2026-10-15