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Healthpeak Properties Inc (DOC)

CUSIP: 42250P103 | NYSE | Real Estate · REIT - Healthcare Facilities | Large Cap | 1868 institutional holders

Quarters

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

Principal Financial Group Inc14,822,254
0.2% of portfolio›$296.0M
Dimensional Fund Advisors LP10,646,863
0.0% of portfolio›$212.6M
Equity Investment Corp7,299,214
2.7% of portfolio›$145.8M
Douglas Lane & Associates, LLC2,428,167
0.6% of portfolio›$48.5M
Citigroup Inc1,769,910
0.0% of portfolio›$35.3M
Mitsubishi UFJ Asset Management Co., Ltd.1,585,909
0.0% of portfolio›$31.7M
Sumitomo Mitsui Trust Group, Inc.1,152,347
0.0% of portfolio›$23.0M
Asset Management One Co., Ltd.1,076,881
0.1% of portfolio›$21.5M
MacKenzie Financial Corp1,029,403
0.0% of portfolio›$20.6M
Oppenheimer Asset Management Inc.939,553
0.2% of portfolio›$18.8M
Daiwa Securities Group Inc.869,674
0.0% of portfolio›$17.4M
Creative Planning795,241
0.0% of portfolio›$15.9M
Commonwealth Equity Services, LLC705,062
0.0% of portfolio›$14.1M
Robeco Institutional Asset Management B.V.698,590
0.0% of portfolio›$14.0M
Assetmark, Inc672,652
0.0% of portfolio›$13.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS667,567
0.1% of portfolio›$13.3M
Swedbank AB640,000
0.0% of portfolio›$12.8M
Foster Victor Wealth Advisors, LLC559,418
0.5% of portfolio›$10.3M
New York State Teachers Retirement System552,950
0.0% of portfolio›$11.0M
Davenport & Co LLC543,039
0.1% of portfolio›$10.8M
Cambridge Investment Research Advisors, Inc.528,377
0.1% of portfolio›$10.6M
Retirement Systems of Alabama522,185
0.0% of portfolio›$10.4M
Calamos Advisors LLC492,777
0.0% of portfolio›$9.8M
Old National Bancorp484,874
0.2% of portfolio›$9.7M
Chilton Capital Management LLC435,975
0.3% of portfolio›$8.7M
State of Alaska, Department of Revenue413,222
0.0% of portfolio›$8.3K
State of New Jersey Common Pension Fund D407,676
0.0% of portfolio›$8.1M
Northside Capital Management, LLC395,297
0.6% of portfolio›$7.9M
Vert Asset Management LLC348,829
2.1% of portfolio›$7.0M
Truist Financial Corp325,645
0.0% of portfolio›$6.5M
Virginia Retirement Systems ET Al303,083
0.0% of portfolio›$6.1M
Neos Investment Management LLC290,382
0.0% of portfolio›$5.8M
Alpha Omega Wealth Management LLC258,213
0.8% of portfolio›$5.2M
Wealth Enhancement Advisory Services, LLC257,978
0.0% of portfolio›$4.5M
D.A. Davidson & Co.246,771
0.0% of portfolio›$4.9M
Mutual of America Capital Management LLC224,253
0.0% of portfolio›$4.5M
Intact Investment Management Inc.214,900
0.1% of portfolio›$4.3M
1834 Investment Advisors Co206,239
0.5% of portfolio›$4.1M
Marathon Capital Management202,779
0.8% of portfolio›$4.0M
DekaBank Deutsche Girozentrale200,032
0.0% of portfolio›$4.0M
Czech National Bank198,118
0.0% of portfolio›$4.0M
ProShare Advisors LLC197,618
0.0% of portfolio›$3.9M
New York Life Investment Management LLC196,052
0.0% of portfolio›$3.9M
Arizona State Retirement System194,204
0.0% of portfolio›$3.9M
Lido Advisors, LLC191,087
0.0% of portfolio›$3.8M
Sumitomo Mitsui DS Asset Management Company, Ltd187,989
0.0% of portfolio›$3.8M
Pensionfund PDN178,473
2.1% of portfolio›$3.6K
Mirae Asset Global Investments Co., Ltd.176,286
0.0% of portfolio›$3.5M
Wolff Wiese Magana LLC175,088
1.6% of portfolio›$3.5M
Oppenheimer & Co Inc173,617
0.0% of portfolio›$3.5M
State of Michigan Retirement System173,293
0.0% of portfolio›$3.5M
Strs Ohio165,145
0.0% of portfolio›$3.3M
Bokf, NA156,163
0.0% of portfolio›$3.1M
UniSuper Management Pty Ltd152,021
0.0% of portfolio›$3.0M
CIBC Asset Management Inc151,318
0.0% of portfolio›$3.0M
Pictet Asset Management Holding SA144,502
0.0% of portfolio›$2.9M
Kestra Advisory Services, LLC141,261
0.0% of portfolio›$2.8M
Independent Financial Group, LLC140,524
0.1% of portfolio›$2.8M
IFM Investors Pty Ltd139,919
0.0% of portfolio›$2.8M
Clean Yield Group137,517
0.7% of portfolio›$2.7M
Convergence Investment Partners, LLC137,033
0.2% of portfolio›$2.7M
Meridian Investment Counsel Inc.128,588
0.6% of portfolio›$2.6M
Achmea Investment Management B.V.123,860
0.0% of portfolio›$2.5M
Trust Co of Toledo NA121,585
0.2% of portfolio›$2.4M
HF Advisory Group, LLC119,509
0.7% of portfolio›$2.4M
Old North State Wealth Management, LLC119,298
1.0% of portfolio›$2.4M
Amalgamated Bank116,282
0.0% of portfolio›$2.3M
Generali Asset Management SPA SGR113,181
0.0% of portfolio›$2.3M
AIA Group Ltd109,929
0.0% of portfolio›$2.2M
Symphony Financial, Ltd. Co.109,125
0.2% of portfolio›$2.2M
Allspring Global Investments Holdings, LLC109,040
0.0% of portfolio›$2.1M
Yousif Capital Management, LLC101,023
0.0% of portfolio›$2.0M
MFG Wealth Management, Inc.94,199
1.4% of portfolio›$1.9M
Atria Investments, Inc93,803
0.0% of portfolio›$1.9M
Xponance LLC88,822
0.0% of portfolio›$1.8M
Pensionfund Sabic86,755
2.1% of portfolio›$1.7K
Measured Risk Portfolios, Inc.85,012
1.8% of portfolio›$1.7M
Oregon Public Employees Retirement Fund84,758
0.0% of portfolio›$1.7M
Sigma Planning Corp83,951
0.0% of portfolio›$1.7M
Diversify Wealth Management, LLC82,507
0.0% of portfolio›$1.6M
Diversify Advisory Services, LLC82,507
0.0% of portfolio›$1.6M
Sarasin & Partners LLP82,206
0.0% of portfolio›$1.6M
Rakuten Investment Management, Inc.78,929
0.0% of portfolio›$1.6M
Mirador Capital Partners LP69,898
0.2% of portfolio›$1.4M
Farther Finance Advisors, LLC65,929
0.0% of portfolio›$1.3M
Concurrent Investment Advisors, LLC65,516
0.0% of portfolio›$1.3M
MGO One Seven LLC63,927
0.0% of portfolio›$1.3M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.63,360
0.0% of portfolio›$1.3M
Intrua Financial, LLC60,914
0.1% of portfolio›$1.2M
Nicholas Hoffman & Company, Llc.59,583
0.0% of portfolio›$1.2M
Inspire Investing, LLC55,635
0.0% of portfolio›$1.1M
PensionDanmark Pensionsforsikringsaktieselskab54,651
0.0% of portfolio›$1.1M
Miller Global Investments, LLC53,638
0.9% of portfolio›$1.1M
KBC Group NV51,535
0.0% of portfolio›$1.0M
Swiss Life Asset Management Ltd49,558
0.0% of portfolio›$989.7K
Ethic Inc.49,229
0.0% of portfolio›$983.1K
Keybank National Association48,067
0.0% of portfolio›$959.9K
SteelPeak Wealth, LLC47,856
0.0% of portfolio›$955.7K
Choreo, LLC47,705
0.0% of portfolio›$952.7K
Illinois Municipal Retirement Fund45,238
0.0% of portfolio›$903.4K
Financiere des Professionnels - Fonds d'investissement inc.42,849
0.0% of portfolio›$855.7K
MSH Capital Advisors LLC42,796
0.1% of portfolio›$854.6K
Parrish Capital LLC42,626
0.8% of portfolio›$851.2K
Kentucky Trust Co40,793
0.4% of portfolio›$814.6K
HB Wealth Management, LLC40,301
0.0% of portfolio›$804.8K
Archer Investment Corp38,500
0.1% of portfolio›$768.8K
Patriot Financial Group Insurance Agency, LLC38,321
0.1% of portfolio›$765.3K
Hartford Investment Management Co36,910
0.0% of portfolio›$737.1K
Carret Asset Management, LLC35,709
0.1% of portfolio›$713.1K
Park Avenue Securities LLC34,112
0.0% of portfolio›$681.0K
Arjuna Capital34,070
0.2% of portfolio›$680.4K
Louisiana State Employees Retirement System33,900
0.0% of portfolio›$677.0K
Romano Brothers and Company31,597
0.1% of portfolio›$631.0K
Harrington Investments, Inc31,110
0.3% of portfolio›$621.3K
Pathway Financial Advisers, LLC31,038
0.2% of portfolio›$619.8K
Brookstone Capital Management30,953
0.0% of portfolio›$618.1K
Signaturefd, LLC30,573
0.0% of portfolio›$610.5K
Legacy Capital Wealth Partners, LLC29,832
0.1% of portfolio›$595.7K
Capital Investment Advisory Services, LLC28,763
0.0% of portfolio›$574.4K
Fifth Third Wealth Advisors LLC28,598
0.0% of portfolio›$571.1K
Saxon Interests, Inc.28,016
0.2% of portfolio›$559.5K
Advisortrust Partners, LLC27,039
0.2% of portfolio›$540.0K
Crossmark Global Holdings, Inc.26,943
0.0% of portfolio›$538.1K
Quadcap Wealth Management, LLC26,809
0.1% of portfolio›$535.4K
Oak Thistle LLC26,598
0.0% of portfolio›$531.2K
Legacy Financial Independent Advisors LLC26,490
0.3% of portfolio›$529.0K
HUB Investment Partners, LLC26,331
0.0% of portfolio›$525.8K
Chicago Partners Investment Group LLC26,277
0.0% of portfolio›$505.8K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management26,264
0.0% of portfolio›$524.5K
New Wave Wealth Advisors LLC25,943
0.1% of portfolio›$492.4K
Smith Asset Management Co., LLC25,843
0.4% of portfolio›$516.1K
Isthmus Partners, LLC25,093
0.0% of portfolio›$501.1K
Arvest Investments, Inc.23,576
0.1% of portfolio›$470.8K
Nisa Investment Advisors, LLC22,262
0.0% of portfolio›$444.6K
Cypress Wealth Services, LLC21,910
0.0% of portfolio›$416.3K
Probity Advisors, Inc.21,893
0.1% of portfolio›$437.2K
Gamma Investing LLC21,363
0.0% of portfolio›$426.6K
Robertson Stephens Wealth Management, LLC21,277
0.0% of portfolio›$424.9K
North Dakota State Investment Board21,239
0.0% of portfolio›$424.1K
BI Asset Management Fondsmaeglerselskab A/S20,598
0.0% of portfolio›$411.0K
Accurate Wealth Management, LLC20,575
0.0% of portfolio›$390.5K
Dumont & Blake Investment Advisors LLC20,231
0.1% of portfolio›$404.0K
Associated Banc-Corp20,225
0.0% of portfolio›$403.9K
Spirit of America Management Corp20,217
0.1% of portfolio›$403.7K
State of Wyoming20,172
0.0% of portfolio›$402.8K
AlphaStar Capital Management, LLC20,147
0.0% of portfolio›$402.3K
Carolina Wealth Management Inc20,106
0.2% of portfolio›$401.5K
Sterling Capital Management LLC20,008
0.0% of portfolio›$399.6K
Lanark Financial, Inc.19,763
0.0% of portfolio›$394.7K
Revisor Wealth Management LLC19,292
0.1% of portfolio›$385.3K
Alliance Wealth Advisors, LLC19,202
0.1% of portfolio›$383.5K
Creative Financial Designs Inc19,199
0.0% of portfolio›$383.4K
Praxis Investment Management Inc18,310
0.0% of portfolio›$366.0K
Salem Investment Counselors Inc17,875
0.0% of portfolio›$357.0K
RS Crum Inc.17,269
0.1% of portfolio›$344.9K
Valeo Financial Advisors, LLC16,937
0.0% of portfolio›$338.2K
Perigon Wealth Management, LLC16,599
0.0% of portfolio›$331.5K
Vontobel Holding Ltd.16,564
0.0% of portfolio›$330.8K
NorthCrest Asset Manangement, LLC16,539
0.0% of portfolio›$306.3K
V-Square Quantitative Management LLC16,020
0.0% of portfolio›$319.9K
Parallel Advisors, LLC15,747
0.0% of portfolio›$314.5K
Indivisible Partners15,670
0.0% of portfolio›$312.9K
Manske Wealth Management15,602
0.1% of portfolio›$311.6K
Wedmont Private Capital15,558
0.0% of portfolio›$288.1K
Provenance Wealth Advisors, LLC15,423
0.0% of portfolio›$308.0K
OpenArc Corporate Advisory, LLC15,329
0.0% of portfolio›$306.1K
Tema Etfs LLC15,281
0.0% of portfolio›$305.2K
Park Capital Management, LLC / WI14,699
0.1% of portfolio›$293.5K
Blake Schutter Theil Wealth Advisors, LLC14,465
0.2% of portfolio›$288.9K
Total Wealth Planning & Management, Inc.14,407
0.2% of portfolio›$287.7K
Crestwood Advisors Group, LLC14,333
0.0% of portfolio›$286.2K
Portside Wealth Group, LLC14,312
0.0% of portfolio›$285.8K
Atlas Brown,Inc.13,755
0.1% of portfolio›$274.7K
Beacon Financial Group13,495
0.0% of portfolio›$269.5K
Certuity, LLC13,384
0.0% of portfolio›$267.3K
Parkside Financial Bank & Trust13,374
0.0% of portfolio›$267.1K
Sound Income Strategies, LLC13,142
0.0% of portfolio›$243.4K
Gibbs Wealth Management13,102
0.0% of portfolio›$261.7K
Blue Trust, Inc.12,870
0.0% of portfolio›$257.0K
Profund Advisors LLC12,820
0.0% of portfolio›$256.0K
Symmetry Partners, LLC12,415
0.0% of portfolio›$247.9K
Capital Square, LLC12,263
0.1% of portfolio›$244.9K
Vise Technologies, Inc.12,157
0.0% of portfolio›$242.8K
Fulcrum Asset Management LLP12,048
0.0% of portfolio›$242.5K
CenterBook Partners LP12,011
0.0% of portfolio›$239.9K
Apollon Wealth Management, LLC11,964
0.0% of portfolio›$238.9K
LEE Danner & Bass Inc11,882
0.0% of portfolio›$237.3K
Ninety One UK Ltd11,880
0.0% of portfolio›$237.2K
Iron Financial LLC11,811
0.1% of portfolio›$235.9K
CX Institutional11,725
0.0% of portfolio›$234
Kestra Investment Management, LLC11,679
0.0% of portfolio›$233.2K
Anchyra Partners LLC11,559
0.0% of portfolio›$230.8K
MinichMacGregor Wealth Management, LLC11,449
0.0% of portfolio›$228.6K
Sky Investment Group LLC11,385
0.0% of portfolio›$227.4K
Axxcess Wealth Management, LLC11,380
0.0% of portfolio›$227.3K
Flagship Harbor Advisors, LLC11,317
0.0% of portfolio›$226.0K
Woodward Diversified Capital, LLC11,120
0.1% of portfolio›$222.1K
Abel Hall, LLC10,750
0.0% of portfolio›$214.7K
B. Riley Wealth Advisors, Inc.10,660
0.0% of portfolio›$212.9K
Cornell Pochily Investment Advisors, Inc.10,430
0.1% of portfolio›$208.3K
Brighton Jones LLC10,387
0.0% of portfolio›$207.4K
AlphaCore Capital LLC10,214
0.0% of portfolio›$204.0K
Virtue Capital Management, LLC10,184
0.0% of portfolio›$203.4K
Versant Capital Management, Inc10,163
0.0% of portfolio›$203.0K
Bright Futures Wealth Management, Llc.10,100
0.1% of portfolio›$201.7K
GF Fund Management Co. Ltd.9,286
0.0% of portfolio›$185.4K
IFP Advisors, Inc8,700
0.0% of portfolio›$173.7K
Exchange Traded Concepts, LLC8,481
0.0% of portfolio›$169.4K
Meriwether Wealth & Planning, LLC8,456
0.1% of portfolio›$168.9K
Mather Group, Llc.7,884
0.0% of portfolio›$157.4K
Cape Investment Advisory, Inc.7,716
0.0% of portfolio›$154.1K
North Star Investment Management Corp.7,586
0.0% of portfolio›$151.5K
TD Private Client Wealth LLC7,430
0.0% of portfolio›$148.4K
EverSource Wealth Advisors, LLC7,126
0.0% of portfolio›$142.3K
Cullen T Bankers, Inc.6,379
0.0% of portfolio›$127.4K
MeadowBrook Investment Advisors LLC6,275
0.1% of portfolio›$121.4K
Y.D. More Investments Ltd6,145
0.0% of portfolio›$122.7K
Raleigh Capital Management Inc.5,916
0.0% of portfolio›$118.1K
Pinnacle Wealth Planning Services, Inc.5,474
0.0% of portfolio›$109.3K
Halbert Hargrove Global Advisors, LLC5,472
0.0% of portfolio›$109.3K
Tompkins Financial Corp5,000
0.0% of portfolio›$99.9K
Private Trust Co NA4,887
0.0% of portfolio›$97.6K
Trust Co of Vermont4,687
0.0% of portfolio›$93.6K
Fairscale Capital, LLC4,608
0.1% of portfolio›$87.7K
Compass Financial Management LLC4,301
0.0% of portfolio›$85.9K
Contravisory Investment Management, Inc.3,858
0.0% of portfolio›$77.0K
SJS Investment Consulting Inc.3,673
0.0% of portfolio›$73.4K
Beacon Investment Advisory Services, Inc.3,151
0.0% of portfolio›$62.9K
MassMutual Private Wealth & Trust, FSB2,714
0.0% of portfolio›$54.2K
Reap Financial Group, LLC2,623
0.0% of portfolio›$52.4K
CoreCap Advisors, LLC2,558
0.0% of portfolio›$51.1K
Deseret Mutual Benefit Administrators2,333
0.0% of portfolio›$46.6K
Elyxium Wealth, LLC2,144
0.0% of portfolio›$42.8K
Hilltop National Bank2,080
0.0% of portfolio›$41.5K
First Bancorp, Inc2,000
0.0% of portfolio›$39.9K
Caitong International Asset Management Co., Ltd1,860
0.0% of portfolio›$37.1K
Markowski Investments1,795
0.0% of portfolio›$35.8K
Fortitude Family Office, LLC1,743
0.0% of portfolio›$34.8K
Latitude Advisors, LLC1,720
0.0% of portfolio›$34.3K
Root Financial Partners, LLC1,684
0.0% of portfolio›$33.6K
Advocate Investing Services LLC1,600
0.0% of portfolio›$32.0K
WPG Advisers, LLC1,597
0.0% of portfolio›$31.9K
Dynamic Wealth Strategies, LLC1,400
0.0% of portfolio›$28.0K
Cromwell Holdings LLC1,184
0.0% of portfolio›$23.6K
Elevation Wealth Partners, LLC1,100
0.0% of portfolio›$22.0K
Essential Partners LLC1,024
0.0% of portfolio›$20.4K
True Wealth Design, LLC978
0.0% of portfolio›$19.5K
Hughes Financial Services, LLC974
0.0% of portfolio›$18.4K
American National Bank & Trust915
0.0% of portfolio›$18.3K
James T. Borello RIA899
0.0% of portfolio›$18.0K
MV Capital Management, Inc.899
0.0% of portfolio›$18.0K
Covestor Ltd843
0.0% of portfolio›$17.0K
Valley National Advisers Inc814
0.0% of portfolio›$16.3K
Jnba Financial Advisors812
0.0% of portfolio›$16.2K
Hanson & Doremus Investment Management800
0.0% of portfolio›$16
Horizon Financial Services, LLC733
0.0% of portfolio›$14.6K
Cassaday & Co Wealth Management LLC730
0.0% of portfolio›$14.6K
Avion Wealth705
0.0% of portfolio›$14.0K
Community Financial Services Group, LLC700
0.0% of portfolio›$13.6K
Financial Perspectives, Inc688
0.0% of portfolio›$13.7K
Quaker Wealth Management, LLC680
0.0% of portfolio›$13.6K
Nova Financial LLC654
0.0% of portfolio›$13.1K
Triumph Capital Management600
0.0% of portfolio›$12.0K
Entrust Financial LLC574
0.0% of portfolio›$11.5K
Concord Wealth Partners572
0.0% of portfolio›$11.4K
Pension & Wealth Management Advisors, Inc.545
0.0% of portfolio›$10.9K
Spire Wealth Management535
0.0% of portfolio›$10.7K
Montag A & Associates Inc518
0.0% of portfolio›$10.3K
Plante Moran Financial Advisors, LLC500
0.0% of portfolio›$10.0K
Key FInancial Inc481
0.0% of portfolio›$9.6K
Glass Jacobson Investment Advisors llc468
0.0% of portfolio›$9.3K
GoalVest Advisory LLC457
0.0% of portfolio›$9.1K
Cedar Mountain Advisors, LLC454
0.0% of portfolio›$9.1K
Manchester Capital Management LLC452
0.0% of portfolio›$9.0K
Eastern Bank450
0.0% of portfolio›$9.0K
Ascentis Independent Advisors444
0.0% of portfolio›$8.9K
Gen-Wealth Partners Inc436
0.0% of portfolio›$8.7K
Planning Strategies Inc.430
0.0% of portfolio›$8.6K
First Premier Bank400
0.0% of portfolio›$8
Farmers & Merchants Investments Inc390
0.0% of portfolio›$7.8K
GHP Investment Advisors, Inc.367
0.0% of portfolio›$7.3K
Center for Financial Planning, Inc.363
0.0% of portfolio›$7.2K
Rosenberg Matthew Hamilton350
0.0% of portfolio›$7.0K
Capital Advisors, Ltd. LLC348
0.0% of portfolio›$7.0K
Virginia Estate & Retirement Planning Advisors Inc.340
0.0% of portfolio›$6.8K
Westside Investment Management, Inc.316
0.0% of portfolio›$6.2K
Bell Investment Advisors, Inc313
0.0% of portfolio›$6.3K
Moisand Fitzgerald Tamayo, LLC300
0.0% of portfolio›$6.0K
Silver Grove Financial Group, Inc.296
0.0% of portfolio›$5.9K
Investors Research Corp287
0.0% of portfolio›$5.7K
Harbor Investment Advisory, LLC287
0.0% of portfolio›$5.7K
DT Investment Partners, LLC284
0.0% of portfolio›$5.7K
Owl Creek Wealth Partners LLC280
0.0% of portfolio›$5.6K
Highline Wealth Partners LLC275
0.0% of portfolio›$5.5K
Fairman Group, LLC250
0.0% of portfolio›$5.0K
Creative Capital Management Investments LLC231
0.0% of portfolio›$4.6K
Ares Financial Consulting, LLC228
0.0% of portfolio›$4.6K
Armstrong Advisory Group, Inc222
0.0% of portfolio›$4.4K
Ascentis Wealth Management, LLC218
0.0% of portfolio›$4.4K
City State Bank205
0.0% of portfolio›$4.1K
Pinnacle Bancorp, Inc.200
0.0% of portfolio›$4.0K
Princeton Global Asset Management LLC196
0.0% of portfolio›$3.9K
UMB Private Wealth Management, LLC192
0.0% of portfolio›$3.8K
Physician Wealth Advisors, Inc.192
0.0% of portfolio›$3.8K
KFG LLC183
0.0% of portfolio›$3.7K
Grove Bank & Trust173
0.0% of portfolio›$3.5K
Financial Management Professionals, Inc.165
0.0% of portfolio›$3.3K
Clark Wealth Partners163
0.0% of portfolio›$3.3K
Financial Network Wealth Advisors LLC148
0.0% of portfolio›$3.0K
Barrett & Company, Inc.138
0.0% of portfolio›$2.7K
Private Wealth Management Group, LLC135
0.0% of portfolio›$2.7K
IMG Wealth Management, Inc.125
0.0% of portfolio›$2.5K
St. Johns Investment Management Company, LLC110
0.0% of portfolio›$2.2K
Arlington Trust Co LLC104
0.0% of portfolio›$2.1K
Fjarde Ap-Fonden TH Swedish National Pension Fund100
0.0% of portfolio›$2.0K
William Mack & Associates, Inc.90
0.0% of portfolio›$1.8K
High Note Wealth, LLC89
0.0% of portfolio›$1.8K
Eukles Asset Management86
0.0% of portfolio›$1.7K
1620 Investment Advisors, Inc.85
0.0% of portfolio›$1.7K
Cherry Tree Wealth Management, LLC67
0.0% of portfolio›$1.3K
GK Wealth Management LLC58
0.0% of portfolio›$1.2K
First Pacific Financial49
0.0% of portfolio›$971
Thurston, Springer, Miller, Herd & Titak, Inc.48
0.0% of portfolio›$958
Bfsg, LLC45
0.0% of portfolio›$899
Align Financial, LLC43
0.0% of portfolio›$859
Quest 10 Wealth Builders, Inc.41
0.0% of portfolio›$819
Caldwell Trust Co41
0.0% of portfolio›$819
Signature Equity Partners, LLC34
0.0% of portfolio›$679
TFC Financial Management, Inc.31
0.0% of portfolio›$620
Proathlete Wealth Management LLC29
0.0% of portfolio›$579
Simplex Trading, LLC29
0.0% of portfolio›$579
Nvwm, LLC25
0.0% of portfolio›$499
Wilmington Savings Fund Society, FSB22
0.0% of portfolio›$439
Trust Co19
0.0% of portfolio›$382
Aspect Partners, LLC17
0.0% of portfolio›$339
Dhjj Financial Advisors, Ltd.17
0.0% of portfolio›$340
Activest Wealth Management13
0.0% of portfolio›$260
American Capital Advisory, LLC13
0.0% of portfolio›$260
Balance Wealth Partners LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Principal Financial Group Inc
14,822,254$296.0M0.2%CoreLowDes Moines, IA2026-11-02
Dimensional Fund Advisors LP
10,646,863$212.6M0.0%IndexLowAustin, TX2026-11-04
Equity Investment Corp
7,299,214$145.8M2.7%YieldMediumAtlanta, GA2026-11-04
Douglas Lane & Associates, LLC
2,428,167$48.5M0.6%ValueLowNew York, NY2026-10-09
Citigroup Inc
1,769,910$35.3M0.0%CoreMediumNew York, NY2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
1,585,909$31.7M0.0%IndexVery LowTokyo, Mexico2026-11-05
Sumitomo Mitsui Trust Group, Inc.
1,152,347$23.0M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Asset Management One Co., Ltd.
1,076,881$21.5M0.1%IndexVery LowTokyo, Mexico2026-10-27
MacKenzie Financial Corp
1,029,403$20.6M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Oppenheimer Asset Management Inc.
939,553$18.8M0.2%CoreMediumNew York, NY2026-10-27
Daiwa Securities Group Inc.
869,674$17.4M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Creative Planning
795,241$15.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
705,062$14.1M0.0%ETFLowWaltham, MA2026-11-02
Robeco Institutional Asset Management B.V.
698,590$14.0M0.0%CoreMediumRotterdam, Philippines2026-10-20
Assetmark, Inc
672,652$13.4M0.0%ETFLowConcord, CA2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
667,567$13.3M0.1%CoreLowHarrisburg, PA2026-11-03
Swedbank AB
640,000$12.8M0.0%GrowthLowStockholm, Sweden2026-10-27
Foster Victor Wealth Advisors, LLC
559,418$10.3M0.5%CoreMediumGreenville, SC2026-10-21
New York State Teachers Retirement System
552,950$11.0M0.0%CoreVery LowAlbany, NY2026-10-22
Davenport & Co LLC
543,039$10.8M0.1%CoreMediumRichmond, VA2026-10-14
Cambridge Investment Research Advisors, Inc.
528,377$10.6M0.1%ETFLowFairfield, IA2026-11-02
Retirement Systems of Alabama
522,185$10.4M0.0%IndexLowMontgomery, AL2026-11-04
Calamos Advisors LLC
492,777$9.8M0.0%GrowthMediumNaperville, IL2026-11-02
Old National Bancorp
484,874$9.7M0.2%CoreLowEvansville, IN2026-10-20
Chilton Capital Management LLC
435,975$8.7M0.3%GrowthMediumHouston, TX2026-10-28
State of Alaska, Department of Revenue
413,222$8.3K0.0%CoreVery LowJuneau, AK2026-10-15
State of New Jersey Common Pension Fund D
407,676$8.1M0.0%CoreLowTrenton, NJ2026-11-05
Northside Capital Management, LLC
395,297$7.9M0.6%GARPLowHood River, OR2026-10-13
Vert Asset Management LLC
348,829$7.0M2.1%YieldLowSausalito, CA2026-10-28
Truist Financial Corp
325,645$6.5M0.0%CoreLowCharlotte, NC2026-10-30
Virginia Retirement Systems ET Al
303,083$6.1M0.0%CoreMediumRichmond, VA2026-10-28
Neos Investment Management LLC
290,382$5.8M0.0%IndexVery LowWestport, CT2026-11-04
Alpha Omega Wealth Management LLC
258,213$5.2M0.8%ValueLowRichmond, VA2026-10-23
Wealth Enhancement Advisory Services, LLC
257,978$4.5M0.0%CoreLowPlymouth, MN2026-10-13
D.A. Davidson & Co.
246,771$4.9M0.0%CoreLowGreat Falls, MT2026-10-28
Mutual of America Capital Management LLC
224,253$4.5M0.0%IndexLowNew York, NY2026-10-23
Intact Investment Management Inc.
214,900$4.3M0.1%YieldHighMontreal, Austria2026-11-03
1834 Investment Advisors Co
206,239$4.1M0.5%ValueLowMilwaukee, WI2026-10-16
Marathon Capital Management
202,779$4.0M0.8%CoreLowHunt Valley, MD2026-10-23
DekaBank Deutsche Girozentrale
200,032$4.0M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Czech National Bank
198,118$4.0M0.0%IndexVery LowPrague, Bahrain2026-10-13
ProShare Advisors LLC
197,618$3.9M0.0%GrowthLowBethesda, MD2026-10-29
New York Life Investment Management LLC
196,052$3.9M0.0%GrowthLowNew York, NY2026-11-04
Arizona State Retirement System
194,204$3.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
Lido Advisors, LLC
191,087$3.8M0.0%GrowthLowLos Angeles, CA2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
187,989$3.8M0.0%IndexVery LowTokyo, Mexico2026-10-20
Pensionfund PDN
178,473$3.6K2.1%YieldVery LowSittard, Philippines2026-10-05
Mirae Asset Global Investments Co., Ltd.
176,286$3.5M0.0%GrowthLowSeoul, Malaysia2026-11-03
Wolff Wiese Magana LLC
175,088$3.5M1.6%GrowthLowCarslbad, CA2026-10-15
Oppenheimer & Co Inc
173,617$3.5M0.0%CoreLowNew York, NY2026-10-26
State of Michigan Retirement System
173,293$3.5M0.0%IndexLowEast Lansing, MI2026-10-27
Strs Ohio
165,145$3.3M0.0%CoreMediumColumbus, OH2026-10-30
Bokf, NA
156,163$3.1M0.0%CoreLowTulsa, OK2026-10-27
UniSuper Management Pty Ltd
152,021$3.0M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
CIBC Asset Management Inc
151,318$3.0M0.0%GARPLowToronto, South Africa2026-11-05
Pictet Asset Management Holding SA
144,502$2.9M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Kestra Advisory Services, LLC
141,261$2.8M0.0%CoreLowAustin, TX2026-11-02
Independent Financial Group, LLC
140,524$2.8M0.1%GrowthLowSan Diego, CA2026-10-13
IFM Investors Pty Ltd
139,919$2.8M0.0%IndexVery LowMelbourne, China2026-10-14
Clean Yield Group
137,517$2.7M0.7%CoreLowNorwich, VT2026-10-28
Convergence Investment Partners, LLC
137,033$2.7M0.2%GARPHighPalm Beach Gardens, FL2026-10-28
Meridian Investment Counsel Inc.
128,588$2.6M0.6%GARPLowLafayette, CA2026-10-14
Achmea Investment Management B.V.
123,860$2.5M0.0%CoreMediumZeist, Philippines2026-10-30
Trust Co of Toledo NA
121,585$2.4M0.2%GrowthVery LowHolland, OH2026-10-16
HF Advisory Group, LLC
119,509$2.4M0.7%ValueLowAnnapolis, MD2026-10-09
Old North State Wealth Management, LLC
119,298$2.4M1.0%ValueMediumWilmington, NC2026-10-22
Amalgamated Bank
116,282$2.3M0.0%CoreVery LowNew York, NY2026-10-23
Generali Asset Management SPA SGR
113,181$2.3M0.0%CoreLowTrieste, Latvia2026-10-26
AIA Group Ltd
109,929$2.2M0.0%GrowthMediumHong Kong, South Korea2026-10-30
Symphony Financial, Ltd. Co.
109,125$2.2M0.2%GrowthLowHouston, TX2026-10-22
Allspring Global Investments Holdings, LLC
109,040$2.1M0.0%CoreMediumCharlotte, NC2026-11-04
Yousif Capital Management, LLC
101,023$2.0M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
MFG Wealth Management, Inc.
94,199$1.9M1.4%GrowthHighIndianapolis, IN2026-10-09
Atria Investments, Inc
93,803$1.9M0.0%CoreMediumCharlotte, NC2026-10-15
Xponance LLC
88,822$1.8M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Pensionfund Sabic
86,755$1.7K2.1%YieldVery LowSittard, Philippines2026-10-05
Measured Risk Portfolios, Inc.
85,012$1.7M1.8%YieldMediumSan Diego, CA2026-10-21
Oregon Public Employees Retirement Fund
84,758$1.7M0.0%IndexVery LowTigard, OR2026-10-30
Sigma Planning Corp
83,951$1.7M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Diversify Wealth Management, LLC
82,507$1.6M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
82,507$1.6M0.0%GrowthLowSandy, UT2026-10-20
Sarasin & Partners LLP
82,206$1.6M0.0%GrowthMediumLondon, United Kingdom2026-10-13
Rakuten Investment Management, Inc.
78,929$1.6M0.0%ETFMediumTokyo, Mexico2026-10-30
Mirador Capital Partners LP
69,898$1.4M0.2%GrowthMediumPleasanton, CA2026-10-09
Farther Finance Advisors, LLC
65,929$1.3M0.0%IndexLowSan Francisco, CA2026-10-08
Concurrent Investment Advisors, LLC
65,516$1.3M0.0%GrowthMediumTampa, FL2026-10-16
MGO One Seven LLC
63,927$1.3M0.0%GrowthLowBeachwood, OH2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
63,360$1.3M0.0%CoreHighTurin, Latvia2026-10-22
Intrua Financial, LLC
60,914$1.2M0.1%ETFMediumHouston, TX2026-10-28
Nicholas Hoffman & Company, Llc.
59,583$1.2M0.0%ETFVery LowAtlanta, GA2026-10-30
Inspire Investing, LLC
55,635$1.1M0.0%GARPHighMeridian, ID2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
54,651$1.1M0.0%IndexLowCopenhagen O, Greece2026-10-19
Miller Global Investments, LLC
53,638$1.1M0.9%ValueMediumDallas, TX2026-10-02
KBC Group NV
51,535$1.0M0.0%CoreMediumBrussels, Czech Republic2026-10-22
Swiss Life Asset Management Ltd
49,558$989.7K0.0%CoreLowZurich, Switzerland2026-11-03
Ethic Inc.
49,229$983.1K0.0%CoreLowNew York, NY2026-11-03
Keybank National Association
48,067$959.9K0.0%CoreLowBrooklyn, OH2026-11-04
SteelPeak Wealth, LLC
47,856$955.7K0.0%GrowthHighWoodland Hills, CA2026-10-16
Choreo, LLC
47,705$952.7K0.0%IndexLowRockford, IL2026-10-28
Illinois Municipal Retirement Fund
45,238$903.4K0.0%CoreMediumOak Brook, IL2026-11-05
Financiere des Professionnels - Fonds d'investissement inc.
42,849$855.7K0.0%GrowthHighMontreal, Austria2026-11-03
MSH Capital Advisors LLC
42,796$854.6K0.1%CoreLowScottsdale, AZ2026-11-03
Parrish Capital LLC
42,626$851.2K0.8%ValueLowKennesaw, GA2026-10-01
Kentucky Trust Co
40,793$814.6K0.4%CoreVery LowDanville, KY2026-10-15
HB Wealth Management, LLC
40,301$804.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Archer Investment Corp
38,500$768.8K0.1%CoreMediumCarmel, IN2026-11-05
Patriot Financial Group Insurance Agency, LLC
38,321$765.3K0.1%GrowthLowWalpole, MA2026-10-14
Hartford Investment Management Co
36,910$737.1K0.0%IndexVery LowHartford, CT2026-11-04
Carret Asset Management, LLC
35,709$713.1K0.1%CoreVery LowNew York, NY2026-11-04
Park Avenue Securities LLC
34,112$681.0K0.0%ETFMediumNew York, NY2026-10-26
Arjuna Capital
34,070$680.4K0.2%MomentumMediumManchester, MA2026-11-03
Louisiana State Employees Retirement System
33,900$677.0K0.0%IndexLowBaton Rouge, LA2026-10-20
Romano Brothers and Company
31,597$631.0K0.1%CoreLowEvanston, IL2026-10-22
Harrington Investments, Inc
31,110$621.3K0.3%CoreVery LowNapa, CA2026-10-14
Pathway Financial Advisers, LLC
31,038$619.8K0.2%CoreLowAuburn, IN2026-10-27
Brookstone Capital Management
30,953$618.1K0.0%ETFMediumWheaton, IL2026-10-22
Signaturefd, LLC
30,573$610.5K0.0%IndexLowAtlanta, GA2026-10-23
Legacy Capital Wealth Partners, LLC
29,832$595.7K0.1%CoreMediumLittle Rock, AR2026-10-21
Capital Investment Advisory Services, LLC
28,763$574.4K0.0%CoreMediumRaleigh, NC2026-10-30
Fifth Third Wealth Advisors LLC
28,598$571.1K0.0%IndexVery LowCincinnati, OH2026-10-22
Saxon Interests, Inc.
28,016$559.5K0.2%ETFMediumHouston, TX2026-10-26
Advisortrust Partners, LLC
27,039$540.0K0.2%CoreHighRaleigh, NC2026-11-02
Crossmark Global Holdings, Inc.
26,943$538.1K0.0%GARPMediumHouston, TX2026-10-21
Quadcap Wealth Management, LLC
26,809$535.4K0.1%ETFLowFrisco, TX2026-11-02
Oak Thistle LLC
26,598$531.2K0.0%ValueVery HighNew York, NY2026-10-21
Legacy Financial Independent Advisors LLC
26,490$529.0K0.3%CoreN/ALouisville, KY2026-11-02
HUB Investment Partners, LLC
26,331$525.8K0.0%GrowthLowAustin, TX2026-11-03
Chicago Partners Investment Group LLC
26,277$505.8K0.0%GARPLowChicago, IL2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
26,264$524.5K0.0%GrowthVery LowSeattle, WA2026-10-27
New Wave Wealth Advisors LLC
25,943$492.4K0.1%CoreMediumSpringdale, AR2026-10-19
Smith Asset Management Co., LLC
25,843$516.1K0.4%YieldLowChiefland, FL2026-10-16
Isthmus Partners, LLC
25,093$501.1K0.0%ValueMediumMadison, WI2026-10-21
Arvest Investments, Inc.
23,576$470.8K0.1%ETFLowLowell, AR2026-10-21
Nisa Investment Advisors, LLC
22,262$444.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Cypress Wealth Services, LLC
21,910$416.3K0.0%ETFLowPalm Desert, CA2026-10-21
Probity Advisors, Inc.
21,893$437.2K0.1%ETFLowDallas, TX2026-10-23
Gamma Investing LLC
21,363$426.6K0.0%IndexVery LowFoster City, CA2026-10-08
Robertson Stephens Wealth Management, LLC
21,277$424.9K0.0%ETFMediumSan Francisco, CA2026-10-16
North Dakota State Investment Board
21,239$424.1K0.0%GrowthMediumBismarck, ND2026-10-27
BI Asset Management Fondsmaeglerselskab A/S
20,598$411.0K0.0%CoreMediumKobenhavn, Greece2026-10-22
Accurate Wealth Management, LLC
20,575$390.5K0.0%CoreMediumWesley Chapel, FL2026-10-20
Dumont & Blake Investment Advisors LLC
20,231$404.0K0.1%CoreVery LowPrinceton, NJ2026-10-28
Associated Banc-Corp
20,225$403.9K0.0%CoreLowGreen Bay, WI2026-10-30
Spirit of America Management Corp
20,217$403.7K0.1%GARPLowSyosset, NY2026-10-14
State of Wyoming
20,172$402.8K0.0%ValueHighCheyenne, WY2026-10-28
AlphaStar Capital Management, LLC
20,147$402.3K0.0%ETFMediumCornelius, NC2026-10-16
Carolina Wealth Management Inc
20,106$401.5K0.2%ETFN/AGreenville, NC2026-10-29
Sterling Capital Management LLC
20,008$399.6K0.0%GARPMediumCharlotte, NC2026-10-22
Lanark Financial, Inc.
19,763$394.7K0.0%CoreMediumBirmingham, AL2026-10-26
Revisor Wealth Management LLC
19,292$385.3K0.1%CoreLowAkron, OH2026-10-20
Alliance Wealth Advisors, LLC
19,202$383.5K0.1%CoreVery LowScranton, PA2026-10-14
Creative Financial Designs Inc
19,199$383.4K0.0%ETFMediumKokomo, IN2026-11-04
Praxis Investment Management Inc
18,310$366.0K0.0%CoreLowGoshen, IN2026-11-03
Salem Investment Counselors Inc
17,875$357.0K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
RS Crum Inc.
17,269$344.9K0.1%ETFVery LowNewport Beach, CA2026-10-19
Valeo Financial Advisors, LLC
16,937$338.2K0.0%ETFLowCarmel, IN2026-10-08
Perigon Wealth Management, LLC
16,599$331.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Vontobel Holding Ltd.
16,564$330.8K0.0%CoreMediumZurich, Switzerland2026-10-16
NorthCrest Asset Manangement, LLC
16,539$306.3K0.0%GrowthLowPlymouth, MN2026-10-13
V-Square Quantitative Management LLC
16,020$319.9K0.0%CoreLowChicago, IL2026-10-15
Parallel Advisors, LLC
15,747$314.5K0.0%IndexLowSan Francisco, CA2026-11-03
Indivisible Partners
15,670$312.9K0.0%GrowthMediumClearwater, FL2026-10-26
Manske Wealth Management
15,602$311.6K0.1%ValueVery LowHouston, TX2026-10-26
Wedmont Private Capital
15,558$288.1K0.0%IndexVery LowWest Chester, PA2026-10-09
Provenance Wealth Advisors, LLC
15,423$308.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
OpenArc Corporate Advisory, LLC
15,329$306.1K0.0%GrowthLowAtlanta, GA2026-10-21
Tema Etfs LLC
15,281$305.2K0.0%GrowthMediumNew York, NY2026-10-16
Park Capital Management, LLC / WI
14,699$293.5K0.1%GrowthHighMadison, WI2026-10-13
Blake Schutter Theil Wealth Advisors, LLC
14,465$288.9K0.2%ETFLowDayton, OH2026-11-02
Total Wealth Planning & Management, Inc.
14,407$287.7K0.2%CoreMediumPonte Vedra Beach, FL2026-10-23
Crestwood Advisors Group, LLC
14,333$286.2K0.0%GrowthLowBoston, MA2026-10-27
Portside Wealth Group, LLC
14,312$285.8K0.0%CoreMediumProvo, UT2026-10-20
Atlas Brown,Inc.
13,755$274.7K0.1%GrowthLowLouisville, KY2026-10-09
Beacon Financial Group
13,495$269.5K0.0%ETFMediumDallas, TX2026-10-19
Certuity, LLC
13,384$267.3K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Parkside Financial Bank & Trust
13,374$267.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Sound Income Strategies, LLC
13,142$243.4K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Gibbs Wealth Management
13,102$261.7K0.0%CoreLowAlpharetta, GA2026-10-22
Blue Trust, Inc.
12,870$257.0K0.0%ETFLowBrentwood, TN2026-10-15
Profund Advisors LLC
12,820$256.0K0.0%GrowthLowBethesda, MD2026-10-29
Symmetry Partners, LLC
12,415$247.9K0.0%ETFLowGlastonbury, CT2026-10-27
Capital Square, LLC
12,263$244.9K0.1%YieldMediumAthens, TN2026-10-19
Vise Technologies, Inc.
12,157$242.8K0.0%IndexLowNew York, NY2026-10-29
Fulcrum Asset Management LLP
12,048$242.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
CenterBook Partners LP
12,011$239.9K0.0%ValueVery HighGreenwich, CT2026-11-02
Apollon Wealth Management, LLC
11,964$238.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
LEE Danner & Bass Inc
11,882$237.3K0.0%ValueVery LowNashville, TN2026-10-27
Ninety One UK Ltd
11,880$237.2K0.0%CoreMediumLondon, United Kingdom2026-10-15
Iron Financial LLC
11,811$235.9K0.1%ETFLowNorthbrook, IL2026-10-23
CX Institutional
11,725$2340.0%CoreMediumAuburn, IN2026-10-02
Kestra Investment Management, LLC
11,679$233.2K0.0%ETFMediumAustin, TX2026-11-04
Anchyra Partners LLC
11,559$230.8K0.0%CoreLowAtlanta, GA2026-10-13
MinichMacGregor Wealth Management, LLC
11,449$228.6K0.0%ETFHighSaratoga Springs, NY2026-10-14
Sky Investment Group LLC
11,385$227.4K0.0%CoreVery LowHartford, CT2026-10-30
Axxcess Wealth Management, LLC
11,380$227.3K0.0%CoreLowCarlsbad, CA2026-10-21
Flagship Harbor Advisors, LLC
11,317$226.0K0.0%ETFMediumBoston, MA2026-10-26
Woodward Diversified Capital, LLC
11,120$222.1K0.1%CoreLowBakersfield, CA2026-10-21
Abel Hall, LLC
10,750$214.7K0.0%CoreMediumBaton Rouge, LA2026-10-19
B. Riley Wealth Advisors, Inc.
10,660$212.9K0.0%GrowthLowMemphis, TN2026-10-13
Cornell Pochily Investment Advisors, Inc.
10,430$208.3K0.1%CoreLowIthaca, NY2026-10-19
Brighton Jones LLC
10,387$207.4K0.0%CoreVery LowSeattle, WA2026-11-03
AlphaCore Capital LLC
10,214$204.0K0.0%ETFLowLa Jolla, CA2026-11-04
Virtue Capital Management, LLC
10,184$203.4K0.0%GrowthHighBrentwood, TN2026-10-29
Versant Capital Management, Inc
10,163$203.0K0.0%GARPLowPhoenix, AZ2026-10-02
Bright Futures Wealth Management, Llc.
10,100$201.7K0.1%CoreHighWebster, Ny 14580, NY2026-10-23
GF Fund Management Co. Ltd.
9,286$185.4K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
IFP Advisors, Inc
8,700$173.7K0.0%GrowthLowTampa, FL2026-10-16
Exchange Traded Concepts, LLC
8,481$169.4K0.0%GrowthMediumOklahoma City, OK2026-10-28
Meriwether Wealth & Planning, LLC
8,456$168.9K0.1%ETFMediumMinden, LA2026-10-13
Mather Group, Llc.
7,884$157.4K0.0%ETFMediumChicago, IL2026-10-14
Cape Investment Advisory, Inc.
7,716$154.1K0.0%ETFLowMcdonough, GA2026-10-13
North Star Investment Management Corp.
7,586$151.5K0.0%CoreLowChicago, IL2026-10-27
TD Private Client Wealth LLC
7,430$148.4K0.0%ETFLowNew York, NY2026-10-28
EverSource Wealth Advisors, LLC
7,126$142.3K0.0%CoreMediumBirmingham, AL2026-11-04
Cullen T Bankers, Inc.
6,379$127.4K0.0%GrowthLowSan Antonio, TX2026-10-28
MeadowBrook Investment Advisors LLC
6,275$121.4K0.1%CoreLowLivonia, MI2026-10-29
Y.D. More Investments Ltd
6,145$122.7K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Raleigh Capital Management Inc.
5,916$118.1K0.0%CoreMediumCary, NC2026-10-28
Pinnacle Wealth Planning Services, Inc.
5,474$109.3K0.0%GARPLowMansfield, OH2026-10-27
Halbert Hargrove Global Advisors, LLC
5,472$109.3K0.0%ETFLowLong Beach, CA2026-10-16
Tompkins Financial Corp
5,000$99.9K0.0%CoreLowIthaca, NY2026-10-05
Private Trust Co NA
4,887$97.6K0.0%CoreLowCleveland, OH2026-10-20
Trust Co of Vermont
4,687$93.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Fairscale Capital, LLC
4,608$87.7K0.1%GrowthVery LowNashua, NH2026-11-04
Compass Financial Management LLC
4,301$85.9K0.0%CoreN/ATampa, FL2026-10-30
Contravisory Investment Management, Inc.
3,858$77.0K0.0%MomentumHighNorwell, MA2026-10-13
SJS Investment Consulting Inc.
3,673$73.4K0.0%ETFVery LowSylvania, OH2026-10-26
Beacon Investment Advisory Services, Inc.
3,151$62.9K0.0%GrowthLowMorristown, NJ2026-10-13
MassMutual Private Wealth & Trust, FSB
2,714$54.2K0.0%CoreLowSpringfield, MA2026-10-05
Reap Financial Group, LLC
2,623$52.4K0.0%ETFLowAustin, TX2026-11-02
CoreCap Advisors, LLC
2,558$51.1K0.0%ETFMediumSouthfield, MI2026-10-08
Deseret Mutual Benefit Administrators
2,333$46.6K0.0%CoreMediumSalt Lake City, UT2026-11-04
Elyxium Wealth, LLC
2,144$42.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Hilltop National Bank
2,080$41.5K0.0%CoreLowCasper, WY2026-10-14
First Bancorp, Inc
2,000$39.9K0.0%ValueVery LowDamariscotta, ME2026-10-26
Caitong International Asset Management Co., Ltd
1,860$37.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Markowski Investments
1,795$35.8K0.0%ETFN/ATampa, FL2026-10-30
Fortitude Family Office, LLC
1,743$34.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Latitude Advisors, LLC
1,720$34.3K0.0%ETFLowYorkville, IL2026-10-27
Root Financial Partners, LLC
1,684$33.6K0.0%ETFMediumEncinitas, CA2026-10-21
Advocate Investing Services LLC
1,600$32.0K0.0%ETFLowWoodbine, MD2026-10-26
WPG Advisers, LLC
1,597$31.9K0.0%CoreLowBaltimore, MD2026-10-27
Dynamic Wealth Strategies, LLC
1,400$28.0K0.0%ETFLowGranite Bay, CA2026-10-16
Cromwell Holdings LLC
1,184$23.6K0.0%IndexLowJackson, WY2026-10-28
Elevation Wealth Partners, LLC
1,100$22.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Essential Partners LLC
1,024$20.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
978$19.5K0.0%ETFMediumAkron, OH2026-10-13
Hughes Financial Services, LLC
974$18.4K0.0%ETFLowHerndon, VA2026-10-30
American National Bank & Trust
915$18.3K0.0%CoreVery LowWichita Falls, TX2026-10-07
James T. Borello RIA
899$18.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
MV Capital Management, Inc.
899$18.0K0.0%ETFLowBethesda, MD2026-10-29
Covestor Ltd
843$17.0K0.0%ValueHighLondon, United Kingdom2026-10-30
Valley National Advisers Inc
814$16.3K0.0%ETFLowBethlehem, PA2026-10-23
Jnba Financial Advisors
812$16.2K0.0%ETFMediumBloomington, MN2026-11-03
Hanson & Doremus Investment Management
800$160.0%CoreVery LowBurlington, VT2026-10-16
Horizon Financial Services, LLC
733$14.6K0.0%ETFLowWinston Salem, NC2026-11-04
Cassaday & Co Wealth Management LLC
730$14.6K0.0%ETFVery LowMclean, VA2026-10-27
Avion Wealth
705$14.0K0.0%ETFLowThe Woodlands, TX2026-11-04
Community Financial Services Group, LLC
700$13.6K0.0%GrowthLowNewport, VT2026-10-15
Financial Perspectives, Inc
688$13.7K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Quaker Wealth Management, LLC
680$13.6K0.0%ETFMediumMoorestown, NJ2026-10-22
Nova Financial LLC
654$13.1K0.0%N/AN/ATucson, AZ2026-11-04
Triumph Capital Management
600$12.0K0.0%ETFMediumDenver, CO2026-10-14
Entrust Financial LLC
574$11.5K0.0%ETFLowWayne, PA2026-11-04
Concord Wealth Partners
572$11.4K0.0%GrowthLowAbingdon, VA2026-11-02
Pension & Wealth Management Advisors, Inc.
545$10.9K0.0%ETFLowWaltham, MA2026-10-16
Spire Wealth Management
535$10.7K0.0%GrowthMediumMclean, VA2026-10-30
Montag A & Associates Inc
518$10.3K0.0%CoreLowAtlanta, GA2026-10-29
Plante Moran Financial Advisors, LLC
500$10.0K0.0%ETFVery LowSouthfield, MI2026-11-04
Key FInancial Inc
481$9.6K0.0%ETFLowWest Chester, PA2026-11-02
Glass Jacobson Investment Advisors llc
468$9.3K0.0%ETFLowOwings Mills, MD2026-10-26
GoalVest Advisory LLC
457$9.1K0.0%ETFMediumNew York, NY2026-10-02
Cedar Mountain Advisors, LLC
454$9.1K0.0%ETFVery LowLake Oswego, OR2026-10-15
Manchester Capital Management LLC
452$9.0K0.0%CoreLowManchester, VT2026-10-22
Eastern Bank
450$9.0K0.0%GrowthMediumBoston, MA2026-10-05
Ascentis Independent Advisors
444$8.9K0.0%ETFLowDallas, TX2026-11-03
Gen-Wealth Partners Inc
436$8.7K0.0%CoreLowZeeland, MI2026-11-04
Planning Strategies Inc.
430$8.6K0.0%ETFN/ALancaster, PA2026-10-02
First Premier Bank
400$80.0%CoreVery LowSioux Falls, SD2026-10-13
Farmers & Merchants Investments Inc
390$7.8K0.0%CoreVery LowLincoln, NE2026-10-22
GHP Investment Advisors, Inc.
367$7.3K0.0%CoreVery LowDenver, CO2026-10-15
Center for Financial Planning, Inc.
363$7.2K0.0%ETFLowSouthfied, MI2026-10-26
Rosenberg Matthew Hamilton
350$7.0K0.0%ETFVery LowGrand Junction, CO2026-10-05
Capital Advisors, Ltd. LLC
348$7.0K0.0%ETFLowShaker Heights, OH2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
340$6.8K0.0%ETFLowGlen Allen, VA2026-10-14
Westside Investment Management, Inc.
316$6.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Bell Investment Advisors, Inc
313$6.3K0.0%ETFVery LowOrinda, CA2026-10-29
Moisand Fitzgerald Tamayo, LLC
300$6.0K0.0%ETFVery LowOrlando, FL2026-10-15
Silver Grove Financial Group, Inc.
296$5.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Investors Research Corp
287$5.7K0.0%ETFLowAtlanta, GA2026-10-07
Harbor Investment Advisory, LLC
287$5.7K0.0%GrowthLowLutherville, MD2026-10-13
DT Investment Partners, LLC
284$5.7K0.0%ETFVery LowChadds Ford, PA2026-10-27
Owl Creek Wealth Partners LLC
280$5.6K0.0%IndexLowGreenwood Village, CO2026-10-20
Highline Wealth Partners LLC
275$5.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Fairman Group, LLC
250$5.0K0.0%ETFLowChesterbrook, PA2026-10-26
Creative Capital Management Investments LLC
231$4.6K0.0%ETFLowSan Diego, CA2026-10-28
Ares Financial Consulting, LLC
228$4.6K0.0%CoreLowCalabasas, CA2026-10-19
Armstrong Advisory Group, Inc
222$4.4K0.0%ETFHighNeedham, MA2026-10-09
Ascentis Wealth Management, LLC
218$4.4K0.0%Agg GrowthLowDallas, TX2026-11-03
City State Bank
205$4.1K0.0%GrowthVery LowNorwalk, IA2026-10-20
Pinnacle Bancorp, Inc.
200$4.0K0.0%CoreVery LowBeatrice, NE2026-10-21
Princeton Global Asset Management LLC
196$3.9K0.0%GrowthLowPrinceton, NJ2026-10-21
UMB Private Wealth Management, LLC
192$3.8K0.0%GrowthN/AKansas City, MO2026-10-19
Physician Wealth Advisors, Inc.
192$3.8K0.0%ETFMediumMidvale, UT2026-10-20
KFG LLC
183$3.7K0.0%ETFN/ARapid City, SD2026-11-02
Grove Bank & Trust
173$3.5K0.0%ETFLowMiami, FL2026-10-08
Financial Management Professionals, Inc.
165$3.3K0.0%ETFMediumAustin, TX2026-10-23
Clark Wealth Partners
163$3.3K0.0%ETFVery LowO'Fallon, IL2026-10-19
Financial Network Wealth Advisors LLC
148$3.0K0.0%ETFLowMurray, UT2026-10-28
Barrett & Company, Inc.
138$2.7K0.0%ETFLowProvidence, RI2026-10-22
Private Wealth Management Group, LLC
135$2.7K0.0%ETFLowPrinceton, NJ2026-10-19
IMG Wealth Management, Inc.
125$2.5K0.0%ETFMediumJacksonville, FL2026-10-27
St. Johns Investment Management Company, LLC
110$2.2K0.0%CoreVery LowJacksonville, FL2026-10-30
Arlington Trust Co LLC
104$2.1K0.0%ETFMediumBirmingham, AL2026-10-20
Fjarde Ap-Fonden TH Swedish National Pension Fund
100$2.0K0.0%GrowthLowStockholm, Sweden2026-10-15
William Mack & Associates, Inc.
90$1.8K0.0%ETFLowTroy, MI2026-10-27
High Note Wealth, LLC
89$1.8K0.0%ETFVery LowDeephaven, MN2026-10-27
Eukles Asset Management
86$1.7K0.0%CoreLowCincinnati, OH2026-11-04
1620 Investment Advisors, Inc.
85$1.7K0.0%ValueLowPlymouth, MA2026-11-04
Cherry Tree Wealth Management, LLC
67$1.3K0.0%ETFVery LowMinnetonka, MN2026-10-15
GK Wealth Management LLC
58$1.2K0.0%GARPVery HighReno, NV2026-10-09
First Pacific Financial
49$9710.0%ETFLowVancouver, WA2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
48$9580.0%GrowthMediumIndianapolis, IN2026-10-14
Bfsg, LLC
45$8990.0%CoreLowIrvine, CA2026-10-30
Align Financial, LLC
43$8590.0%ETFVery LowHermantown, MN2026-10-16
Quest 10 Wealth Builders, Inc.
41$8190.0%ETFLowFuquay-Varina, VA2026-11-02
Caldwell Trust Co
41$8190.0%GrowthLowVenice, FL2026-10-30
Signature Equity Partners, LLC
34$6790.0%GrowthMediumColumbus, OH2026-10-29
TFC Financial Management, Inc.
31$6200.0%ETFVery LowBoston, MA2026-10-26
Proathlete Wealth Management LLC
29$5790.0%ETFVery LowBoca Raton, FL2026-10-15
Simplex Trading, LLC
29$5790.0%CoreVery HighChicago, IL2026-11-04
Nvwm, LLC
25$4990.0%GrowthMediumYardley, PA2026-10-14
Wilmington Savings Fund Society, FSB
22$4390.0%CoreLowWilmington, DE2026-10-23
Trust Co
19$3820.0%ETFVery LowManhattan, KS2026-10-09
Aspect Partners, LLC
17$3390.0%ETFMediumFairfax, VA2026-10-20
Dhjj Financial Advisors, Ltd.
17$3400.0%ETFVery LowNaperville, IL2026-10-23
Activest Wealth Management
13$2600.0%ETFLowAventura, FL2026-10-15
American Capital Advisory, LLC
13$2600.0%ETFLowKetchum, ID2026-10-28
Balance Wealth Partners LLC
0$00.0%ETFMediumWorthington, OH2026-10-27