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Heico Corp (HEI)

CUSIP: 422806109 | NYSE | Industrials · Aerospace & Defense | Large Cap | 1775 institutional holders

Quarters

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

Riverbridge Partners LLC303,929
2.7% of portfolio›$92.1M
Dimensional Fund Advisors LP220,408
0.0% of portfolio›$66.8M
Congress Asset Management Co204,653
0.4% of portfolio›$62.0M
Eulav Asset Management179,368
2.0% of portfolio›$54.4M
ASR Vermogensbeheer N.V.123,684
0.4% of portfolio›$37.5M
Sumitomo Mitsui Trust Group, Inc.120,338
0.0% of portfolio›$36.5M
Mitsubishi UFJ Asset Management Co., Ltd.97,690
0.0% of portfolio›$29.6M
Citigroup Inc85,099
0.0% of portfolio›$25.8M
KBC Group NV84,872
0.1% of portfolio›$25.7M
Allspring Global Investments Holdings, LLC75,901
0.0% of portfolio›$23.3M
Prospera Financial Services Inc68,107
0.3% of portfolio›$21.9M
Strs Ohio68,085
0.1% of portfolio›$20.6M
Asset Management One Co., Ltd.58,040
0.0% of portfolio›$17.6M
Oppenheimer Asset Management Inc.52,435
0.2% of portfolio›$15.9M
Bath Savings Trust Co49,570
1.6% of portfolio›$15.0M
Creative Planning43,194
0.0% of portfolio›$13.1M
Strategic Planning Group, LLC42,377
1.3% of portfolio›$12.8M
Swedbank AB40,700
0.0% of portfolio›$12.3M
DekaBank Deutsche Girozentrale39,352
0.0% of portfolio›$12.1K
Carderock Capital Management Inc39,073
2.7% of portfolio›$11.8M
Duncker Streett & Co Inc35,886
1.8% of portfolio›$10.9M
Bank Julius Baer & Co. Ltd, Zurich35,563
0.0% of portfolio›$10.8M
Gateway Investment Advisers LLC33,375
0.1% of portfolio›$10.1M
Sumitomo Mitsui DS Asset Management Company, Ltd30,557
0.1% of portfolio›$9.3M
Vantage Investment Partners, LLC30,144
0.6% of portfolio›$9.1M
Clear Harbor Asset Management, LLC28,000
0.5% of portfolio›$8.5M
Assetmark, Inc27,082
0.0% of portfolio›$8.2M
Linden Thomas Advisory Services, LLC26,315
0.6% of portfolio›$8.0M
Pictet Asset Management Holding SA24,279
0.0% of portfolio›$7.4M
MinichMacGregor Wealth Management, LLC23,553
1.2% of portfolio›$7.1M
Regions Financial Corp21,117
0.0% of portfolio›$6.4M
Dudley & Shanley, Inc.19,000
0.9% of portfolio›$5.8M
Wealth Enhancement Advisory Services, LLC18,920
0.0% of portfolio›$5.4M
Snider Financial Group18,639
1.4% of portfolio›$5.7M
Sawgrass Asset Management LLC17,272
0.7% of portfolio›$5.2M
Truist Financial Corp15,727
0.0% of portfolio›$4.8M
Hennion & Walsh Asset Management, Inc.14,770
0.1% of portfolio›$4.5M
Wendell David Associates Inc14,084
0.9% of portfolio›$4.3M
State of New Jersey Common Pension Fund D13,068
0.0% of portfolio›$4.0M
Commonwealth Equity Services, LLC12,803
0.0% of portfolio›$3.9M
Eos Management, L.P.12,537
1.5% of portfolio›$3.8M
Mn Services Vermogensbeheer B.V.12,535
0.0% of portfolio›$3.8K
Penobscot Investment Management Company, Inc.12,371
0.3% of portfolio›$3.8M
Arizona State Retirement System11,691
0.0% of portfolio›$3.5M
Fulcrum Asset Management LLP11,357
0.2% of portfolio›$3.5M
Robeco Institutional Asset Management B.V.11,353
0.0% of portfolio›$3.4M
Fideuram Asset Management (Ireland) dac10,594
0.1% of portfolio›$3.6M
Postrock Partners LLC9,922
1.2% of portfolio›$3.0M
B. Metzler seel. Sohn & Co. AG9,819
0.0% of portfolio›$3.0M
ABN Amro Investment Solutions9,608
0.0% of portfolio›$2.9M
Xponance LLC9,568
0.0% of portfolio›$2.9M
Freedom Day Solutions, LLC9,492
0.6% of portfolio›$2.9M
Carnegie Investment Counsel9,231
0.1% of portfolio›$2.8M
PFS Partners, LLC9,010
1.1% of portfolio›$2.7M
ABC Arbitrage SA8,457
0.3% of portfolio›$2.6M
Praxis Investment Management Inc8,218
0.3% of portfolio›$2.5M
Swiss Life Asset Management Ltd8,216
0.0% of portfolio›$2.5M
PFG Advisors8,165
0.1% of portfolio›$2.5M
Ashton Thomas Private Wealth, LLC8,129
0.0% of portfolio›$2.5M
Kestra Advisory Services, LLC7,916
0.0% of portfolio›$2.4M
Verity Asset Management, Inc.7,776
0.9% of portfolio›$2.4M
Bright Rock Capital Management, LLC7,000
0.4% of portfolio›$2.1M
Union Bancaire Privee, UBP SA6,795
0.0% of portfolio›$1.8M
Soltis Investment Advisors LLC6,685
0.1% of portfolio›$2.0M
BI Asset Management Fondsmaeglerselskab A/S6,651
0.0% of portfolio›$2.0M
Calamos Wealth Management LLC6,176
0.1% of portfolio›$1.9M
Mirador Capital Partners LP5,974
0.2% of portfolio›$1.8M
AIA Group Ltd5,895
0.0% of portfolio›$1.8M
OP Asset Management Ltd5,844
0.0% of portfolio›$1.8M
Oath Planning, LLC5,808
1.1% of portfolio›$1.8M
Embree Financial Group5,794
0.2% of portfolio›$1.8M
Meyer Handelman Co5,613
0.0% of portfolio›$1.7M
Moody Lynn Lieberson & Walker, LLC5,451
0.1% of portfolio›$1.7M
Daiwa Securities Group Inc.5,201
0.0% of portfolio›$1.6M
Perigon Wealth Management, LLC5,027
0.0% of portfolio›$1.5M
Value Partners Investments Inc.4,686
0.1% of portfolio›$1.4M
State of Alaska, Department of Revenue4,474
0.0% of portfolio›$1.4K
Equitable Trust Co4,397
0.1% of portfolio›$1.3M
Chicago Trust Co NA4,395
0.2% of portfolio›$1.3M
Global Trust Asset Management, LLC4,380
0.4% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.4,050
0.0% of portfolio›$1.2M
Keybank National Association3,880
0.0% of portfolio›$1.2M
IFM Investors Pty Ltd3,862
0.0% of portfolio›$1.2M
MacKenzie Financial Corp3,693
0.0% of portfolio›$1.1M
Park Avenue Securities LLC3,572
0.0% of portfolio›$1.1M
Nvwm, LLC3,484
0.2% of portfolio›$1.1M
Total Wealth Planning & Management, Inc.3,483
0.8% of portfolio›$1.1M
Midwest Financial Partners Investments, Inc.3,480
0.4% of portfolio›$1.1M
Fjarde Ap-Fonden TH Swedish National Pension Fund3,388
0.0% of portfolio›$1.0M
Gulf International Bank (UK) Ltd3,369
0.0% of portfolio›$1.0M
Amalgamated Bank3,290
0.0% of portfolio›$997.0K
Bahl & Gaynor LLC3,199
0.0% of portfolio›$969.9K
Choreo, LLC3,153
0.0% of portfolio›$955.9K
Gamma Investing LLC3,032
0.0% of portfolio›$919.2K
Leonteq Securities AG2,989
0.0% of portfolio›$906.2K
Pinnacle Associates LTD2,939
0.0% of portfolio›$891.1K
Oppenheimer & Co Inc2,895
0.0% of portfolio›$877.7K
BankChampaign, National Association2,839
0.7% of portfolio›$860.7K
Eagle Global Advisors LLC2,812
0.0% of portfolio›$852.5K
Tokio Marine Asset Management Co LTD2,768
0.0% of portfolio›$839.2K
Farther Finance Advisors, LLC2,753
0.0% of portfolio›$834.7K
Evergreen Capital Management LLC2,753
0.0% of portfolio›$834.7K
CIBC Asset Management Inc2,640
0.0% of portfolio›$800.4K
Avalon Capital Management2,607
0.2% of portfolio›$790.5K
Mezzasalma Advisors, LLC2,436
0.1% of portfolio›$738.5K
Generali Asset Management SPA SGR2,346
0.0% of portfolio›$711.3K
J. Safra Sarasin Holding AG2,330
0.0% of portfolio›$638.9K
Bell Bank2,302
0.0% of portfolio›$697.9K
MGO One Seven LLC2,198
0.0% of portfolio›$666.4K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,086
0.0% of portfolio›$632.3K
Guardian Financial Partners, LLC2,068
0.2% of portfolio›$627.0K
Quartz Partners, LLC2,065
0.2% of portfolio›$626.1K
Accuvest Global Advisors2,042
0.5% of portfolio›$619.0K
Themes Management Co LLC1,978
0.4% of portfolio›$599.7K
Baron Wealth Management LLC1,956
0.2% of portfolio›$593.0K
Chicago Partners Investment Group LLC1,929
0.0% of portfolio›$573.6K
Ag2r LA Mondiale Gestion D'actifs1,897
0.0% of portfolio›$575.1K
Lido Advisors, LLC1,894
0.0% of portfolio›$574.5K
RKL Wealth Management LLC1,876
0.0% of portfolio›$568.8K
Signaturefd, LLC1,827
0.0% of portfolio›$553.9K
Crossmark Global Holdings, Inc.1,823
0.0% of portfolio›$552.7K
San Luis Wealth Advisors LLC1,798
0.1% of portfolio›$545.1K
Motley Fool Asset Management LLC1,790
0.0% of portfolio›$542.7K
Generali Investments CEE, investicni spolecnost, a.s.1,767
0.0% of portfolio›$629.4K
MBL Wealth, LLC1,708
0.0% of portfolio›$517.8K
Red Spruce Capital, LLC1,657
0.2% of portfolio›$502.4K
UniSuper Management Pty Ltd1,656
0.0% of portfolio›$502.1K
Barrett & Company, Inc.1,642
0.1% of portfolio›$497.7K
Indivisible Partners1,609
0.0% of portfolio›$487.9K
Powell Investment Advisors, LLC1,585
0.2% of portfolio›$480.7K
LJI Wealth Management, LLC1,575
0.1% of portfolio›$477.5K
Connecticut Wealth Management, LLC1,571
0.0% of portfolio›$476.3K
Aaron Wealth Advisors LLC1,509
0.0% of portfolio›$457.5K
TFB Advisors LLC1,505
0.2% of portfolio›$456.3K
Meitav Investment House LTD1,503
0.0% of portfolio›$455.7K
Wolverine Asset Management LLC1,500
0.0% of portfolio›$454.8K
J.Safra Asset Management Corp1,462
0.0% of portfolio›$443.2K
HB Wealth Management, LLC1,404
0.0% of portfolio›$425.7K
Csenge Advisory Group1,397
0.0% of portfolio›$423.7K
Fortress Financial Solutions, LLC1,377
0.4% of portfolio›$417.5K
CenterBook Partners LP1,370
0.0% of portfolio›$415.4K
Quadrant Capital Group LLC1,354
0.0% of portfolio›$401.8K
Larson Financial Group LLC1,353
0.0% of portfolio›$410.3K
Clear Wave Wealth Management LLC1,350
0.1% of portfolio›$409.3K
Union Savings Bank1,326
0.2% of portfolio›$402.0K
AXS Investments LLC1,311
0.0% of portfolio›$397.5K
North Dakota State Investment Board1,305
0.0% of portfolio›$395.7K
Prescott Group Capital Management, L.L.C.1,300
0.0% of portfolio›$394.1K
Ethic Inc.1,289
0.0% of portfolio›$390.8K
Yorktown Management & Research Co Inc1,280
0.3% of portfolio›$388.1K
PensionDanmark Pensionsforsikringsaktieselskab1,270
0.0% of portfolio›$385.0K
Putney Financial Group LLC1,237
0.3% of portfolio›$375.0K
Inscription Capital, LLC1,220
0.0% of portfolio›$369.9K
Atria Investments, Inc1,210
0.0% of portfolio›$366.8K
Applied Finance Capital Management, LLC1,203
0.0% of portfolio›$364.7K
Prime Capital Investment Advisors, LLC1,202
0.0% of portfolio›$364.4K
Archer Investment Corp1,195
0.1% of portfolio›$362.3K
Elevation Point Wealth Partners, LLC1,183
0.0% of portfolio›$358.7K
Hengehold Capital Management LLC1,134
0.0% of portfolio›$343.8K
Alps Advisors Inc1,118
0.0% of portfolio›$339.0K
HUB Investment Partners, LLC1,109
0.0% of portfolio›$336.2K
Portside Wealth Group, LLC1,103
0.0% of portfolio›$334.4K
Legacy Wealth Asset Management, LLC1,096
0.1% of portfolio›$332.3K
Leonard Rickey Investment Advisors P.L.L.C.1,064
0.1% of portfolio›$322.6K
AlphaCore Capital LLC1,039
0.0% of portfolio›$315.0K
Versant Capital Management, Inc1,036
0.0% of portfolio›$314.1K
E. Ohman J:or Asset Management AB1,028
0.0% of portfolio›$311.7K
Masterinvest Kapitalanlage GmbH1,028
0.0% of portfolio›$311.7K
Platform Technology Partners1,027
0.0% of portfolio›$311.4K
Norden Group LLC1,013
0.0% of portfolio›$307.1K
Cross Staff Investments Inc1,000
0.2% of portfolio›$303.2K
Athena Wealth Management, LLC996
0.2% of portfolio›$302.0K
Parkside Financial Bank & Trust984
0.0% of portfolio›$298.4K
Firestone Capital Management966
0.1% of portfolio›$292.9K
Moneco Advisors, LLC961
0.0% of portfolio›$291.4K
Tred Avon Family Wealth, LLC942
0.1% of portfolio›$285.6K
CX Institutional938
0.0% of portfolio›$276
Crestwood Advisors Group, LLC924
0.0% of portfolio›$280.1K
Novem Group922
0.0% of portfolio›$279.5K
Nisa Investment Advisors, LLC919
0.0% of portfolio›$278.6K
Trust Point Inc.914
0.0% of portfolio›$277.1K
Frontier Asset Management, LLC908
0.0% of portfolio›$230.4K
City Center Advisors, LLC902
0.2% of portfolio›$273.5K
Pekin Hardy Strauss, Inc.887
0.0% of portfolio›$268.9K
Fourpath Capital Management, LLC886
0.0% of portfolio›$268.5K
Enhancing Capital LLC881
0.2% of portfolio›$267.1K
Plato Investment Management Ltd864
0.0% of portfolio›$263.0K
Quadcap Wealth Management, LLC853
0.0% of portfolio›$258.6K
Clark Asset Management, LLC833
0.0% of portfolio›$252.6K
Frank, Rimerman Advisors LLC831
0.0% of portfolio›$251.9K
Wedmont Private Capital828
0.0% of portfolio›$245.0K
Koshinski Asset Management, Inc.817
0.0% of portfolio›$247.7K
Concurrent Investment Advisors, LLC810
0.0% of portfolio›$245.6K
OAK Ridge Investments LLC801
0.0% of portfolio›$242.8K
GHP Investment Advisors, Inc.793
0.0% of portfolio›$240.3K
Aire Advisors, LLC790
0.0% of portfolio›$239.5K
Sagespring Wealth Partners, LLC784
0.0% of portfolio›$237.7K
Investment House LLC775
0.0% of portfolio›$235.0K
Montag A & Associates Inc774
0.0% of portfolio›$234.7K
Auctus Advisors LLC772
0.2% of portfolio›$234.1K
Wealthcare Advisory Partners LLC748
0.0% of portfolio›$226.7K
Cypress Capital Group747
0.0% of portfolio›$226.5K
Procyon Advisors, LLC736
0.0% of portfolio›$223.1K
IFG Advisors, LLC717
0.0% of portfolio›$217.4K
TD Waterhouse Canada Inc.701
0.0% of portfolio›$214.8K
Angeles Wealth Management, LLC685
0.0% of portfolio›$207.7K
NorthCrest Asset Manangement, LLC684
0.0% of portfolio›$202.4K
Old National Bancorp671
0.0% of portfolio›$203.4K
KPP Advisory Services LLC660
0.0% of portfolio›$200.1K
Parallel Advisors, LLC628
0.0% of portfolio›$190.5K
StoneX Group Inc.611
0.0% of portfolio›$209.0K
EverSource Wealth Advisors, LLC584
0.0% of portfolio›$177.2K
Simplex Trading, LLC574
0.0% of portfolio›$174.0K
Legacies Wealth LLC557
0.1% of portfolio›$168.9K
Steph & Co516
0.0% of portfolio›$156.4K
Pittenger & Anderson Inc487
0.0% of portfolio›$147.6K
Harbor Investment Advisory, LLC480
0.0% of portfolio›$145.5K
Hager Investment Management Services, LLC456
0.1% of portfolio›$138.3K
SBI Securities Co., Ltd.421
0.0% of portfolio›$127.6K
Raiffeisen Bank International AG409
0.0% of portfolio›$125.6K
Oslo Pensjonsforsikring AS365
0.0% of portfolio›$110.7K
Navigoe, LLC364
0.1% of portfolio›$110.0K
Mirae Asset Global Investments Co., Ltd.317
0.0% of portfolio›$96.1K
Atwood & Palmer Inc300
0.0% of portfolio›$91.0K
Cullen T Bankers, Inc.291
0.0% of portfolio›$88.3K
MassMutual Private Wealth & Trust, FSB285
0.0% of portfolio›$86.4K
CoreCap Advisors, LLC212
0.0% of portfolio›$64.3K
TFC Financial Management, Inc.208
0.0% of portfolio›$63.1K
Compass Wealth Management LLC200
0.0% of portfolio›$60.7K
Wilmington Savings Fund Society, FSB190
0.0% of portfolio›$57.6K
Elyxium Wealth, LLC146
0.0% of portfolio›$44.3K
Covestor Ltd143
0.1% of portfolio›$43.0K
TD Private Client Wealth LLC118
0.0% of portfolio›$35.8K
Gen-Wealth Partners Inc114
0.0% of portfolio›$34.7K
Rakuten Securities, Inc.104
0.0% of portfolio›$31.5K
Nfsg Corp101
0.0% of portfolio›$30.6K
Mcdonald Partners LLC100
0.0% of portfolio›$30.3K
Costello Asset Management, Inc100
0.0% of portfolio›$30.3K
Cassaday & Co Wealth Management LLC100
0.0% of portfolio›$30.3K
Sterling Capital Management LLC97
0.0% of portfolio›$29.4K
Provenance Wealth Advisors, LLC93
0.0% of portfolio›$28.2K
Hazlett, Burt & Watson, Inc.90
0.0% of portfolio›$28
Elevation Wealth Partners, LLC88
0.0% of portfolio›$26.7K
Arlington Trust Co LLC87
0.0% of portfolio›$26.4K
Westside Investment Management, Inc.86
0.0% of portfolio›$26.0K
Brown, Lisle Ings, Inc.85
0.0% of portfolio›$25.8K
Spire Wealth Management85
0.0% of portfolio›$25.8K
Root Financial Partners, LLC83
0.0% of portfolio›$25.2K
IFP Advisors, Inc82
0.0% of portfolio›$24.9K
Lanark Financial, Inc.73
0.0% of portfolio›$22.0K
Southern Michigan Bank & Trust72
0.0% of portfolio›$21.8K
V-Square Quantitative Management LLC72
0.0% of portfolio›$21.8K
Mather Group, Llc.72
0.0% of portfolio›$21.8K
Birchwood Financial Partners, Inc.69
0.0% of portfolio›$20.9K
Pinnacle Wealth Planning Services, Inc.67
0.0% of portfolio›$20.3K
Bell Investment Advisors, Inc61
0.0% of portfolio›$18.5K
Financial Network Wealth Advisors LLC58
0.0% of portfolio›$17.6K
Pension & Wealth Management Advisors, Inc.55
0.0% of portfolio›$16.7K
IFS Advisors, LLC50
0.0% of portfolio›$15.2K
Jnba Financial Advisors50
0.0% of portfolio›$15.2K
True Wealth Design, LLC45
0.0% of portfolio›$13.6K
Sfam, LLC45
0.0% of portfolio›$13.6K
Triumph Capital Management40
0.0% of portfolio›$12.1K
Livforsakringsbolaget Skandia, Omsesidigt40
0.0% of portfolio›$12.1K
Princeton Global Asset Management LLC40
0.0% of portfolio›$12.1K
Grove Bank & Trust40
0.0% of portfolio›$12.1K
GK Wealth Management LLC39
0.0% of portfolio›$11.8K
Trifecta Capital Advisors, LLC35
0.0% of portfolio›$10.6K
Bokf, NA34
0.0% of portfolio›$10.3K
Harbor Capital Advisors, Inc.32
0.0% of portfolio›$10
Ascentis Independent Advisors32
0.0% of portfolio›$9.7K
Evolution Wealth Management Inc.30
0.0% of portfolio›$9.1K
Silver Grove Financial Group, Inc.28
0.0% of portfolio›$8.5K
Private Trust Co NA27
0.0% of portfolio›$8.2K
Rossby Financial, LCC27
0.0% of portfolio›$8.2K
Caitong International Asset Management Co., Ltd27
0.0% of portfolio›$8.2K
JFS Wealth Advisors, LLC26
0.0% of portfolio›$7.9K
Avion Wealth26
0.0% of portfolio›$7
Capital Advisors, Ltd. LLC25
0.0% of portfolio›$8
Investment Research & Advisory Group, Inc.24
0.0% of portfolio›$7.3K
WPG Advisers, LLC24
0.0% of portfolio›$7.3K
Loring Wolcott & Coolidge Fiduciary Advisors LLP24
0.0% of portfolio›$7.3K
Fortitude Family Office, LLC21
0.0% of portfolio›$6.4K
Cape Investment Advisory, Inc.21
0.0% of portfolio›$6.4K
James T. Borello RIA21
0.0% of portfolio›$6.4K
Byrne Asset Management LLC20
0.0% of portfolio›$6.1K
Eastern Bank19
0.0% of portfolio›$5.8K
Physician Wealth Advisors, Inc.19
0.0% of portfolio›$5.8K
Country Trust Bank18
0.0% of portfolio›$5.5K
Wealth Enhancement Trust Services, Inc.17
0.0% of portfolio›$5.2K
Cranbrook Wealth Management, LLC17
0.0% of portfolio›$5.2K
UMB Private Wealth Management, LLC14
0.0% of portfolio›$4.2K
Cromwell Holdings LLC13
0.0% of portfolio›$3.9K
Owl Creek Wealth Partners LLC13
0.0% of portfolio›$3.9K
Creative Financial Designs Inc11
0.0% of portfolio›$3.3K
First Horizon Corp11
0.0% of portfolio›$3.3K
MV Capital Management, Inc.11
0.0% of portfolio›$3.3K
POM Investment Strategies, LLC10
0.0% of portfolio›$3.0K
Armstrong Advisory Group, Inc10
0.0% of portfolio›$3.0K
Marquette Asset Management, LLC10
0.0% of portfolio›$3.0K
Lodestone Wealth Management LLC10
0.0% of portfolio›$3.0K
Bay Harbor Wealth Management, LLC10
0.0% of portfolio›$3.0K
SJS Investment Consulting Inc.9
0.0% of portfolio›$2.7K
Manchester Capital Management LLC9
0.0% of portfolio›$2.7K
Ares Financial Consulting, LLC7
0.0% of portfolio›$2.1K
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$1.8K
Bare Financial Services, Inc5
0.0% of portfolio›$1.5K
Salomon & Ludwin, LLC5
0.0% of portfolio›$1.5K
Key Capital Management, Inc5
0.0% of portfolio›$1.5K
American Capital Advisory, LLC4
0.0% of portfolio›$1.2K
Tradewinds Capital Management, LLC4
0.0% of portfolio›$1.2K
Hughes Financial Services, LLC4
0.0% of portfolio›$1.3K
North Star Investment Management Corp.4
0.0% of portfolio›$1.2K
Creative Capital Management Investments LLC4
0.0% of portfolio›$1.2K
American National Bank & Trust3
0.0% of portfolio›$909
William Mack & Associates, Inc.3
0.0% of portfolio›$910
Davis Capital Management3
0.0% of portfolio›$910
Planning Strategies Inc.2
0.0% of portfolio›$606
Quaker Wealth Management, LLC2
0.0% of portfolio›$607
Trust Co2
0.0% of portfolio›$606
Essential Partners LLC2
0.0% of portfolio›$606
Signature Equity Partners, LLC2
0.0% of portfolio›$606
Balance Wealth Partners LLC2
0.0% of portfolio›$481
DecisionPoint Financial, LLC1
0.0% of portfolio›$307
Downshift Financial, LLC1
0.0% of portfolio›$303
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Riverbridge Partners LLC
303,929$92.1M2.7%GrowthLowMinneapolis, MN2026-11-05
Dimensional Fund Advisors LP
220,408$66.8M0.0%IndexLowAustin, TX2026-11-04
Congress Asset Management Co
204,653$62.0M0.4%GrowthMediumBoston, MA2026-10-06
Eulav Asset Management
179,368$54.4M2.0%GrowthMediumSarasota, FL2026-10-23
ASR Vermogensbeheer N.V.
123,684$37.5M0.4%CoreLowUtrecht, Philippines2026-10-16
Sumitomo Mitsui Trust Group, Inc.
120,338$36.5M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
97,690$29.6M0.0%IndexVery LowTokyo, Mexico2026-11-05
Citigroup Inc
85,099$25.8M0.0%CoreMediumNew York, NY2026-11-04
KBC Group NV
84,872$25.7M0.1%CoreMediumBrussels, Czech Republic2026-10-22
Allspring Global Investments Holdings, LLC
75,901$23.3M0.0%CoreMediumCharlotte, NC2026-11-04
Prospera Financial Services Inc
68,107$21.9M0.3%CoreMediumDallas, TX2026-11-04
Strs Ohio
68,085$20.6M0.1%CoreMediumColumbus, OH2026-10-30
Asset Management One Co., Ltd.
58,040$17.6M0.0%IndexVery LowTokyo, Mexico2026-10-27
Oppenheimer Asset Management Inc.
52,435$15.9M0.2%CoreMediumNew York, NY2026-10-27
Bath Savings Trust Co
49,570$15.0M1.6%CoreLowBath, ME2026-10-07
Creative Planning
43,194$13.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Strategic Planning Group, LLC
42,377$12.8M1.3%GrowthMediumBountiful, UT2026-10-22
Swedbank AB
40,700$12.3M0.0%GrowthLowStockholm, Sweden2026-10-27
DekaBank Deutsche Girozentrale
39,352$12.1K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Carderock Capital Management Inc
39,073$11.8M2.7%GrowthLowChevy Chase, MD2026-10-22
Duncker Streett & Co Inc
35,886$10.9M1.8%GrowthLowSt. Louis, MO2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
35,563$10.8M0.0%GrowthMediumZurich, Switzerland2026-10-29
Gateway Investment Advisers LLC
33,375$10.1M0.1%GrowthLowCincinnati, OH2026-10-13
Sumitomo Mitsui DS Asset Management Company, Ltd
30,557$9.3M0.1%IndexVery LowTokyo, Mexico2026-10-20
Vantage Investment Partners, LLC
30,144$9.1M0.6%CoreMediumKansas City, MO2026-10-27
Clear Harbor Asset Management, LLC
28,000$8.5M0.5%CoreLowStamford, CT2026-11-05
Assetmark, Inc
27,082$8.2M0.0%ETFLowConcord, CA2026-10-21
Linden Thomas Advisory Services, LLC
26,315$8.0M0.6%CoreLowCharlotte, NC2026-10-19
Pictet Asset Management Holding SA
24,279$7.4M0.0%GrowthMediumCarouge, Switzerland2026-11-03
MinichMacGregor Wealth Management, LLC
23,553$7.1M1.2%ETFHighSaratoga Springs, NY2026-10-14
Regions Financial Corp
21,117$6.4M0.0%CoreLowBirmingham, AL2026-11-05
Dudley & Shanley, Inc.
19,000$5.8M0.9%CoreMediumPalm Beach, FL2026-10-06
Wealth Enhancement Advisory Services, LLC
18,920$5.4M0.0%CoreLowPlymouth, MN2026-10-13
Snider Financial Group
18,639$5.7M1.4%GrowthLowBellevue, WA2026-10-16
Sawgrass Asset Management LLC
17,272$5.2M0.7%GrowthMediumPonte Vedra Beach, FL2026-11-03
Truist Financial Corp
15,727$4.8M0.0%CoreLowCharlotte, NC2026-10-30
Hennion & Walsh Asset Management, Inc.
14,770$4.5M0.1%ValueMediumParsippany, NJ2026-10-13
Wendell David Associates Inc
14,084$4.3M0.9%CoreVery LowPortsmouth, NH2026-10-27
State of New Jersey Common Pension Fund D
13,068$4.0M0.0%CoreLowTrenton, NJ2026-11-05
Commonwealth Equity Services, LLC
12,803$3.9M0.0%ETFLowWaltham, MA2026-11-02
Eos Management, L.P.
12,537$3.8M1.5%MomentumLowNew York, NY2026-10-27
Mn Services Vermogensbeheer B.V.
12,535$3.8K0.0%CoreVery LowThe Hague, Philippines2026-10-08
Penobscot Investment Management Company, Inc.
12,371$3.8M0.3%GrowthLowBoston, MA2026-10-26
Arizona State Retirement System
11,691$3.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Fulcrum Asset Management LLP
11,357$3.5M0.2%CoreMediumLondon, United Kingdom2026-11-04
Robeco Institutional Asset Management B.V.
11,353$3.4M0.0%CoreMediumRotterdam, Philippines2026-10-20
Fideuram Asset Management (Ireland) dac
10,594$3.6M0.1%CoreHighDublin 1, Lithuania2026-10-29
Postrock Partners LLC
9,922$3.0M1.2%CoreVery LowOverland Park, KS2026-11-02
B. Metzler seel. Sohn & Co. AG
9,819$3.0M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
ABN Amro Investment Solutions
9,608$2.9M0.0%GrowthLowParis Cedex 008, India2026-10-21
Xponance LLC
9,568$2.9M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Freedom Day Solutions, LLC
9,492$2.9M0.6%CoreLowHouston, TX2026-10-20
Carnegie Investment Counsel
9,231$2.8M0.1%CoreLowPepper Pike, OH2026-10-20
PFS Partners, LLC
9,010$2.7M1.1%ETFVery LowMine Hill, NJ2026-10-21
ABC Arbitrage SA
8,457$2.6M0.3%YieldVery HighParis, India2026-10-23
Praxis Investment Management Inc
8,218$2.5M0.3%CoreLowGoshen, IN2026-11-03
Swiss Life Asset Management Ltd
8,216$2.5M0.0%CoreLowZurich, Switzerland2026-11-03
PFG Advisors
8,165$2.5M0.1%ETFMediumPhoenix, AZ2026-10-16
Ashton Thomas Private Wealth, LLC
8,129$2.5M0.0%CoreMediumScottsdale, AZ2026-11-03
Kestra Advisory Services, LLC
7,916$2.4M0.0%CoreLowAustin, TX2026-11-02
Verity Asset Management, Inc.
7,776$2.4M0.9%CoreMediumDurham, NC2026-10-30
Bright Rock Capital Management, LLC
7,000$2.1M0.4%CoreMediumHanover, MA2026-10-05
Union Bancaire Privee, UBP SA
6,795$1.8M0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Soltis Investment Advisors LLC
6,685$2.0M0.1%CoreMediumSt. George, UT2026-10-28
BI Asset Management Fondsmaeglerselskab A/S
6,651$2.0M0.0%CoreMediumKobenhavn, Greece2026-10-22
Calamos Wealth Management LLC
6,176$1.9M0.1%GrowthMediumNaperville, IL2026-11-02
Mirador Capital Partners LP
5,974$1.8M0.2%GrowthMediumPleasanton, CA2026-10-09
AIA Group Ltd
5,895$1.8M0.0%GrowthMediumHong Kong, South Korea2026-10-30
OP Asset Management Ltd
5,844$1.8M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Oath Planning, LLC
5,808$1.8M1.1%ETFVery LowTulsa, OK2026-10-20
Embree Financial Group
5,794$1.8M0.2%ETFLowChicago, IL2026-10-22
Meyer Handelman Co
5,613$1.7M0.0%CoreLowRye Brook, NY2026-10-28
Moody Lynn Lieberson & Walker, LLC
5,451$1.7M0.1%MomentumLowBoston, MA2026-10-14
Daiwa Securities Group Inc.
5,201$1.6M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Perigon Wealth Management, LLC
5,027$1.5M0.0%GrowthLowSan Francisco, CA2026-10-22
Value Partners Investments Inc.
4,686$1.4M0.1%ValueMediumWinnipeg, Argentina2026-10-19
State of Alaska, Department of Revenue
4,474$1.4K0.0%CoreVery LowJuneau, AK2026-10-15
Equitable Trust Co
4,397$1.3M0.1%CoreLowNashville, TN2026-10-13
Chicago Trust Co NA
4,395$1.3M0.2%CoreLowGrayslake, IL2026-10-28
Global Trust Asset Management, LLC
4,380$1.3M0.4%GrowthMediumPalm Beach Gardens, FL2026-10-19
Cambridge Investment Research Advisors, Inc.
4,050$1.2M0.0%ETFLowFairfield, IA2026-11-02
Keybank National Association
3,880$1.2M0.0%CoreLowBrooklyn, OH2026-11-04
IFM Investors Pty Ltd
3,862$1.2M0.0%IndexVery LowMelbourne, China2026-10-14
MacKenzie Financial Corp
3,693$1.1M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Park Avenue Securities LLC
3,572$1.1M0.0%ETFMediumNew York, NY2026-10-26
Nvwm, LLC
3,484$1.1M0.2%GrowthMediumYardley, PA2026-10-14
Total Wealth Planning & Management, Inc.
3,483$1.1M0.8%CoreMediumPonte Vedra Beach, FL2026-10-23
Midwest Financial Partners Investments, Inc.
3,480$1.1M0.4%ETFVery LowSt. Cloud, MN2026-10-08
Fjarde Ap-Fonden TH Swedish National Pension Fund
3,388$1.0M0.0%GrowthLowStockholm, Sweden2026-10-15
Gulf International Bank (UK) Ltd
3,369$1.0M0.0%CoreVery LowLondon, United Kingdom2026-10-20
Amalgamated Bank
3,290$997.0K0.0%CoreVery LowNew York, NY2026-10-23
Bahl & Gaynor LLC
3,199$969.9K0.0%CoreLowCincinnati, OH2026-11-05
Choreo, LLC
3,153$955.9K0.0%IndexLowRockford, IL2026-10-28
Gamma Investing LLC
3,032$919.2K0.0%IndexVery LowFoster City, CA2026-10-08
Leonteq Securities AG
2,989$906.2K0.0%CoreHighZurich, Switzerland2026-10-29
Pinnacle Associates LTD
2,939$891.1K0.0%CoreLowNew York, NY2026-10-20
Oppenheimer & Co Inc
2,895$877.7K0.0%CoreLowNew York, NY2026-10-26
BankChampaign, National Association
2,839$860.7K0.7%GrowthMediumChampaign, IL2026-10-19
Eagle Global Advisors LLC
2,812$852.5K0.0%CoreLowHouston, TX2026-11-02
Tokio Marine Asset Management Co LTD
2,768$839.2K0.0%GrowthLowTokyo, Mexico2026-10-26
Farther Finance Advisors, LLC
2,753$834.7K0.0%IndexLowSan Francisco, CA2026-10-08
Evergreen Capital Management LLC
2,753$834.7K0.0%GARPMediumBellevue, WA2026-10-23
CIBC Asset Management Inc
2,640$800.4K0.0%GARPLowToronto, South Africa2026-11-05
Avalon Capital Management
2,607$790.5K0.2%GrowthMediumMenlo Park, CA2026-11-04
Mezzasalma Advisors, LLC
2,436$738.5K0.1%GrowthLowTinton Falls, NJ2026-10-14
Generali Asset Management SPA SGR
2,346$711.3K0.0%CoreLowTrieste, Latvia2026-10-26
J. Safra Sarasin Holding AG
2,330$638.9K0.0%CoreMediumBasel, Switzerland2026-10-26
Bell Bank
2,302$697.9K0.0%ETFLowFargo, ND2026-10-21
MGO One Seven LLC
2,198$666.4K0.0%GrowthLowBeachwood, OH2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,086$632.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Guardian Financial Partners, LLC
2,068$627.0K0.2%ETFLowOrange, CA2026-11-04
Quartz Partners, LLC
2,065$626.1K0.2%GARPMediumSaratoga Springs, NY2026-11-03
Accuvest Global Advisors
2,042$619.0K0.5%GrowthHighProvo, UT2026-11-04
Themes Management Co LLC
1,978$599.7K0.4%GARPMediumGreenwich, CT2026-10-29
Baron Wealth Management LLC
1,956$593.0K0.2%CoreLowTroy, MI2026-10-27
Chicago Partners Investment Group LLC
1,929$573.6K0.0%GARPLowChicago, IL2026-10-27
Ag2r LA Mondiale Gestion D'actifs
1,897$575.1K0.0%GrowthLowParis, India2026-10-26
Lido Advisors, LLC
1,894$574.5K0.0%GrowthLowLos Angeles, CA2026-11-04
RKL Wealth Management LLC
1,876$568.8K0.0%ETFVery LowLancaster, PA2026-10-16
Signaturefd, LLC
1,827$553.9K0.0%IndexLowAtlanta, GA2026-10-23
Crossmark Global Holdings, Inc.
1,823$552.7K0.0%GARPMediumHouston, TX2026-10-21
San Luis Wealth Advisors LLC
1,798$545.1K0.1%CoreMediumSan Luis Obispo, CA2026-10-27
Motley Fool Asset Management LLC
1,790$542.7K0.0%GrowthMediumAlexandria, VA2026-10-27
Generali Investments CEE, investicni spolecnost, a.s.
1,767$629.4K0.0%CoreLowPrague, Bahrain2026-10-15
MBL Wealth, LLC
1,708$517.8K0.0%ETFLowCharlotte, NC2026-10-22
Red Spruce Capital, LLC
1,657$502.4K0.2%GrowthMediumBerwyn, PA2026-10-07
UniSuper Management Pty Ltd
1,656$502.1K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Barrett & Company, Inc.
1,642$497.7K0.1%ETFLowProvidence, RI2026-10-22
Indivisible Partners
1,609$487.9K0.0%GrowthMediumClearwater, FL2026-10-26
Powell Investment Advisors, LLC
1,585$480.7K0.2%ETFVery LowMiami, FL2026-10-22
LJI Wealth Management, LLC
1,575$477.5K0.1%ETFLowIndianapolis, IN2026-10-28
Connecticut Wealth Management, LLC
1,571$476.3K0.0%ETFLowFarmington, CT2026-10-13
Aaron Wealth Advisors LLC
1,509$457.5K0.0%GrowthMediumChicago, IL2026-10-13
TFB Advisors LLC
1,505$456.3K0.2%ETFLowOverland Park, KS2026-11-02
Meitav Investment House LTD
1,503$455.7K0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Wolverine Asset Management LLC
1,500$454.8K0.0%Deep ValueVery HighChicago, IL2026-11-02
J.Safra Asset Management Corp
1,462$443.2K0.0%ETFLowNew York, NY2026-11-03
HB Wealth Management, LLC
1,404$425.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Csenge Advisory Group
1,397$423.7K0.0%ETFMediumClearwater, FL2026-11-04
Fortress Financial Solutions, LLC
1,377$417.5K0.4%ETFLowTucson, AZ2026-10-14
CenterBook Partners LP
1,370$415.4K0.0%ValueVery HighGreenwich, CT2026-11-02
Quadrant Capital Group LLC
1,354$401.8K0.0%CoreLowCincinnati, OH2026-10-20
Larson Financial Group LLC
1,353$410.3K0.0%GrowthLowSt Louis, MO2026-11-05
Clear Wave Wealth Management LLC
1,350$409.3K0.1%ETFN/ARed Bank, NJ2026-11-04
Union Savings Bank
1,326$402.0K0.2%CoreLowLitchfield, CT2026-10-14
AXS Investments LLC
1,311$397.5K0.0%GrowthMediumPort Chester, NY2026-11-04
North Dakota State Investment Board
1,305$395.7K0.0%GrowthMediumBismarck, ND2026-10-27
Prescott Group Capital Management, L.L.C.
1,300$394.1K0.0%Deep ValueMediumTulsa, OK2026-10-30
Ethic Inc.
1,289$390.8K0.0%CoreLowNew York, NY2026-11-03
Yorktown Management & Research Co Inc
1,280$388.1K0.3%MomentumMediumForest, VA2026-10-28
PensionDanmark Pensionsforsikringsaktieselskab
1,270$385.0K0.0%IndexLowCopenhagen O, Greece2026-10-19
Putney Financial Group LLC
1,237$375.0K0.3%GrowthLowSan Rafael, CA2026-10-30
Inscription Capital, LLC
1,220$369.9K0.0%GARPMediumHouston, TX2026-11-02
Atria Investments, Inc
1,210$366.8K0.0%CoreMediumCharlotte, NC2026-10-15
Applied Finance Capital Management, LLC
1,203$364.7K0.0%CoreMediumSan Juan, PR2026-11-03
Prime Capital Investment Advisors, LLC
1,202$364.4K0.0%ETFLowOverland Park, KS2026-10-20
Archer Investment Corp
1,195$362.3K0.1%CoreMediumCarmel, IN2026-11-05
Elevation Point Wealth Partners, LLC
1,183$358.7K0.0%CoreHighDenver, CO2026-11-05
Hengehold Capital Management LLC
1,134$343.8K0.0%ETFLowCincinnati, OH2026-10-16
Alps Advisors Inc
1,118$339.0K0.0%YieldLowDenver, CO2026-11-03
HUB Investment Partners, LLC
1,109$336.2K0.0%GrowthLowAustin, TX2026-11-03
Portside Wealth Group, LLC
1,103$334.4K0.0%CoreMediumProvo, UT2026-10-20
Legacy Wealth Asset Management, LLC
1,096$332.3K0.1%GARPMediumWoodbury, MN2026-10-09
Leonard Rickey Investment Advisors P.L.L.C.
1,064$322.6K0.1%ETFLowYakima, WA2026-10-29
AlphaCore Capital LLC
1,039$315.0K0.0%ETFLowLa Jolla, CA2026-11-04
Versant Capital Management, Inc
1,036$314.1K0.0%GARPLowPhoenix, AZ2026-10-02
E. Ohman J:or Asset Management AB
1,028$311.7K0.0%GrowthMediumStockholm, Sweden2026-10-22
Masterinvest Kapitalanlage GmbH
1,028$311.7K0.0%GrowthLowVienna, Chile2026-11-03
Platform Technology Partners
1,027$311.4K0.0%CoreVery LowLocust Valley, NY2026-11-02
Norden Group LLC
1,013$307.1K0.0%GrowthMediumProvo, UT2026-10-20
Cross Staff Investments Inc
1,000$303.2K0.2%CoreVery LowPittsford, NY2026-10-22
Athena Wealth Management, LLC
996$302.0K0.2%GARPMediumReno, NV2026-10-09
Parkside Financial Bank & Trust
984$298.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Firestone Capital Management
966$292.9K0.1%ETFVery LowSouth Miami, FL2026-11-03
Moneco Advisors, LLC
961$291.4K0.0%ETFLowFairfield, CT2026-11-05
Tred Avon Family Wealth, LLC
942$285.6K0.1%CoreLowEaston, MD2026-10-20
CX Institutional
938$2760.0%CoreMediumAuburn, IN2026-10-02
Crestwood Advisors Group, LLC
924$280.1K0.0%GrowthLowBoston, MA2026-10-27
Novem Group
922$279.5K0.0%ETFMediumRochester, NY2026-10-19
Nisa Investment Advisors, LLC
919$278.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Trust Point Inc.
914$277.1K0.0%CoreMediumLa Crosse, WI2026-10-27
Frontier Asset Management, LLC
908$230.4K0.0%ETFLowSheridan, WY2026-10-28
City Center Advisors, LLC
902$273.5K0.2%ETFMediumTroy, MI2026-10-08
Pekin Hardy Strauss, Inc.
887$268.9K0.0%ValueMediumChicago, IL2026-11-02
Fourpath Capital Management, LLC
886$268.5K0.0%CoreMediumOklahoma City, OK2026-10-19
Enhancing Capital LLC
881$267.1K0.2%CoreVery LowHarrisburg, PA2026-10-26
Plato Investment Management Ltd
864$263.0K0.0%CoreLowSydney, China2026-11-05
Quadcap Wealth Management, LLC
853$258.6K0.0%ETFLowFrisco, TX2026-11-02
Clark Asset Management, LLC
833$252.6K0.0%ETFVery LowStratham, NH2026-10-19
Frank, Rimerman Advisors LLC
831$251.9K0.0%GrowthLowPalo Alto, CA2026-10-16
Wedmont Private Capital
828$245.0K0.0%IndexVery LowWest Chester, PA2026-10-09
Koshinski Asset Management, Inc.
817$247.7K0.0%ETFLowDecatur, IL2026-10-29
Concurrent Investment Advisors, LLC
810$245.6K0.0%GrowthMediumTampa, FL2026-10-16
OAK Ridge Investments LLC
801$242.8K0.0%MomentumMediumChicago, IL2026-10-30
GHP Investment Advisors, Inc.
793$240.3K0.0%CoreVery LowDenver, CO2026-10-15
Aire Advisors, LLC
790$239.5K0.0%ETFVery LowBeverly Hills, CA2026-10-22
Sagespring Wealth Partners, LLC
784$237.7K0.0%ETFLowFranklin, TN2026-10-22
Investment House LLC
775$235.0K0.0%CoreMediumRedondo Beach, CA2026-10-21
Montag A & Associates Inc
774$234.7K0.0%CoreLowAtlanta, GA2026-10-29
Auctus Advisors LLC
772$234.1K0.2%ETFLowCharlotte, NC2026-10-23
Wealthcare Advisory Partners LLC
748$226.7K0.0%ETFLowWest Chester, PA2026-10-21
Cypress Capital Group
747$226.5K0.0%CoreLowPalm Beach, FL2026-11-03
Procyon Advisors, LLC
736$223.1K0.0%CoreVery LowShelton, CT2026-10-21
IFG Advisors, LLC
717$217.4K0.0%ETFVery LowSt. Louis, MO2026-10-15
TD Waterhouse Canada Inc.
701$214.8K0.0%CoreLowToronto, Australia2026-10-16
Angeles Wealth Management, LLC
685$207.7K0.0%ETFLowSanta Monica, CA2026-10-26
NorthCrest Asset Manangement, LLC
684$202.4K0.0%GrowthLowPlymouth, MN2026-10-13
Old National Bancorp
671$203.4K0.0%CoreLowEvansville, IN2026-10-20
KPP Advisory Services LLC
660$200.1K0.0%GrowthMediumLouisville, KY2026-10-26
Parallel Advisors, LLC
628$190.5K0.0%IndexLowSan Francisco, CA2026-11-03
StoneX Group Inc.
611$209.0K0.0%ETFMediumNew York, NY2026-11-03
EverSource Wealth Advisors, LLC
584$177.2K0.0%CoreMediumBirmingham, AL2026-11-04
Simplex Trading, LLC
574$174.0K0.0%CoreVery HighChicago, IL2026-11-04
Legacies Wealth LLC
557$168.9K0.1%ETFLowMinnetonka, MN2026-11-02
Steph & Co
516$156.4K0.0%ETFLowMarinette, WI2026-10-07
Pittenger & Anderson Inc
487$147.6K0.0%CoreLowLincoln, NE2026-11-02
Harbor Investment Advisory, LLC
480$145.5K0.0%GrowthLowLutherville, MD2026-10-13
Hager Investment Management Services, LLC
456$138.3K0.1%GrowthMediumNew London, NH2026-11-04
SBI Securities Co., Ltd.
421$127.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Raiffeisen Bank International AG
409$125.6K0.0%GrowthMediumVienna, Chile2026-10-28
Oslo Pensjonsforsikring AS
365$110.7K0.0%ValueLowOslo, Norway2026-10-15
Navigoe, LLC
364$110.0K0.1%ETFVery LowRedondo Beach, CA2026-11-04
Mirae Asset Global Investments Co., Ltd.
317$96.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
Atwood & Palmer Inc
300$91.0K0.0%CoreVery LowKansas City, MO2026-10-08
Cullen T Bankers, Inc.
291$88.3K0.0%GrowthLowSan Antonio, TX2026-10-28
MassMutual Private Wealth & Trust, FSB
285$86.4K0.0%CoreLowSpringfield, MA2026-10-05
CoreCap Advisors, LLC
212$64.3K0.0%ETFMediumSouthfield, MI2026-10-08
TFC Financial Management, Inc.
208$63.1K0.0%ETFVery LowBoston, MA2026-10-26
Compass Wealth Management LLC
200$60.7K0.0%GARPLowGuilford, CT2026-10-22
Wilmington Savings Fund Society, FSB
190$57.6K0.0%CoreLowWilmington, DE2026-10-23
Elyxium Wealth, LLC
146$44.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Covestor Ltd
143$43.0K0.1%ValueHighLondon, United Kingdom2026-10-30
TD Private Client Wealth LLC
118$35.8K0.0%ETFLowNew York, NY2026-10-28
Gen-Wealth Partners Inc
114$34.7K0.0%CoreLowZeeland, MI2026-11-04
Rakuten Securities, Inc.
104$31.5K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Nfsg Corp
101$30.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Mcdonald Partners LLC
100$30.3K0.0%CoreLowCleveland, OH2026-11-03
Costello Asset Management, Inc
100$30.3K0.0%CoreLowFeasterville, PA2026-10-30
Cassaday & Co Wealth Management LLC
100$30.3K0.0%ETFVery LowMclean, VA2026-10-27
Sterling Capital Management LLC
97$29.4K0.0%GARPMediumCharlotte, NC2026-10-22
Provenance Wealth Advisors, LLC
93$28.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Hazlett, Burt & Watson, Inc.
90$280.0%CoreVery LowWheeling, WV2026-11-04
Elevation Wealth Partners, LLC
88$26.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Arlington Trust Co LLC
87$26.4K0.0%ETFMediumBirmingham, AL2026-10-20
Westside Investment Management, Inc.
86$26.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Brown, Lisle Ings, Inc.
85$25.8K0.0%CoreVery LowProvidence, RI2026-10-16
Spire Wealth Management
85$25.8K0.0%GrowthMediumMclean, VA2026-10-30
Root Financial Partners, LLC
83$25.2K0.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
82$24.9K0.0%GrowthLowTampa, FL2026-10-16
Lanark Financial, Inc.
73$22.0K0.0%CoreMediumBirmingham, AL2026-10-26
Southern Michigan Bank & Trust
72$21.8K0.0%ETFLowColdwater, MI2026-10-19
V-Square Quantitative Management LLC
72$21.8K0.0%CoreLowChicago, IL2026-10-15
Mather Group, Llc.
72$21.8K0.0%ETFMediumChicago, IL2026-10-14
Birchwood Financial Partners, Inc.
69$20.9K0.0%ETFVery LowBloomington, MN2026-11-02
Pinnacle Wealth Planning Services, Inc.
67$20.3K0.0%GARPLowMansfield, OH2026-10-27
Bell Investment Advisors, Inc
61$18.5K0.0%ETFVery LowOrinda, CA2026-10-29
Financial Network Wealth Advisors LLC
58$17.6K0.0%ETFLowMurray, UT2026-10-28
Pension & Wealth Management Advisors, Inc.
55$16.7K0.0%ETFLowWaltham, MA2026-10-16
IFS Advisors, LLC
50$15.2K0.0%ETFLowOverland Park, KS2026-10-14
Jnba Financial Advisors
50$15.2K0.0%ETFMediumBloomington, MN2026-11-03
True Wealth Design, LLC
45$13.6K0.0%ETFMediumAkron, OH2026-10-13
Sfam, LLC
45$13.6K0.0%ETFVery LowElmhurst, IL2026-11-03
Triumph Capital Management
40$12.1K0.0%ETFMediumDenver, CO2026-10-14
Livforsakringsbolaget Skandia, Omsesidigt
40$12.1K0.0%GrowthMediumStockholm, Sweden2026-10-21
Princeton Global Asset Management LLC
40$12.1K0.0%GrowthLowPrinceton, NJ2026-10-21
Grove Bank & Trust
40$12.1K0.0%ETFLowMiami, FL2026-10-08
GK Wealth Management LLC
39$11.8K0.0%GARPVery HighReno, NV2026-10-09
Trifecta Capital Advisors, LLC
35$10.6K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Bokf, NA
34$10.3K0.0%CoreLowTulsa, OK2026-10-27
Harbor Capital Advisors, Inc.
32$100.0%ValueHighChicago, IL2026-10-22
Ascentis Independent Advisors
32$9.7K0.0%ETFLowDallas, TX2026-11-03
Evolution Wealth Management Inc.
30$9.1K0.0%ETFMediumFort Myers, FL2026-10-28
Silver Grove Financial Group, Inc.
28$8.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Private Trust Co NA
27$8.2K0.0%CoreLowCleveland, OH2026-10-20
Rossby Financial, LCC
27$8.2K0.0%ETFMediumMelbourne, FL2026-11-05
Caitong International Asset Management Co., Ltd
27$8.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
JFS Wealth Advisors, LLC
26$7.9K0.0%ETFVery LowHermitage, PA2026-11-03
Avion Wealth
26$70.0%ETFLowThe Woodlands, TX2026-11-04
Capital Advisors, Ltd. LLC
25$80.0%ETFLowShaker Heights, OH2026-10-27
Investment Research & Advisory Group, Inc.
24$7.3K0.0%GrowthVery LowAtlanta, GA2026-10-19
WPG Advisers, LLC
24$7.3K0.0%CoreLowBaltimore, MD2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
24$7.3K0.0%GrowthVery LowBoston, MA2026-10-23
Fortitude Family Office, LLC
21$6.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Cape Investment Advisory, Inc.
21$6.4K0.0%ETFLowMcdonough, GA2026-10-13
James T. Borello RIA
21$6.4K0.0%ETFVery LowEast Dundee, IL2026-10-16
Byrne Asset Management LLC
20$6.1K0.0%CoreLowKingston, NJ2026-10-06
Eastern Bank
19$5.8K0.0%GrowthMediumBoston, MA2026-10-05
Physician Wealth Advisors, Inc.
19$5.8K0.0%ETFMediumMidvale, UT2026-10-20
Country Trust Bank
18$5.5K0.0%GrowthLowBloomington, IL2026-10-30
Wealth Enhancement Trust Services, Inc.
17$5.2K0.0%GrowthMediumSioux Falls, SD2026-10-07
Cranbrook Wealth Management, LLC
17$5.2K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
UMB Private Wealth Management, LLC
14$4.2K0.0%GrowthN/AKansas City, MO2026-10-19
Cromwell Holdings LLC
13$3.9K0.0%IndexLowJackson, WY2026-10-28
Owl Creek Wealth Partners LLC
13$3.9K0.0%IndexLowGreenwood Village, CO2026-10-20
Creative Financial Designs Inc
11$3.3K0.0%ETFMediumKokomo, IN2026-11-04
First Horizon Corp
11$3.3K0.0%CoreLowMemphis, TN2026-10-26
MV Capital Management, Inc.
11$3.3K0.0%ETFLowBethesda, MD2026-10-29
POM Investment Strategies, LLC
10$3.0K0.0%ETFVery HighRaleigh, NC2026-10-20
Armstrong Advisory Group, Inc
10$3.0K0.0%ETFHighNeedham, MA2026-10-09
Marquette Asset Management, LLC
10$3.0K0.0%ETFVery LowMinneapolis, MN2026-10-09
Lodestone Wealth Management LLC
10$3.0K0.0%CoreLowSpokane, WA2026-10-14
Bay Harbor Wealth Management, LLC
10$3.0K0.0%ETFMediumHunt Valley, MD2026-11-03
SJS Investment Consulting Inc.
9$2.7K0.0%ETFVery LowSylvania, OH2026-10-26
Manchester Capital Management LLC
9$2.7K0.0%CoreLowManchester, VT2026-10-22
Ares Financial Consulting, LLC
7$2.1K0.0%CoreLowCalabasas, CA2026-10-19
DiNuzzo Private Wealth, Inc.
6$1.8K0.0%ETFLowBeaver, PA2026-10-16
Bare Financial Services, Inc
5$1.5K0.0%ETFVery LowGap, PA2026-11-04
Salomon & Ludwin, LLC
5$1.5K0.0%ETFVery LowRichmond, VA2026-10-29
Key Capital Management, Inc
5$1.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
American Capital Advisory, LLC
4$1.2K0.0%ETFLowKetchum, ID2026-10-28
Tradewinds Capital Management, LLC
4$1.2K0.0%ETFVery HighBellingham, WA2026-10-23
Hughes Financial Services, LLC
4$1.3K0.0%ETFLowHerndon, VA2026-10-30
North Star Investment Management Corp.
4$1.2K0.0%CoreLowChicago, IL2026-10-27
Creative Capital Management Investments LLC
4$1.2K0.0%ETFLowSan Diego, CA2026-10-28
American National Bank & Trust
3$9090.0%CoreVery LowWichita Falls, TX2026-10-07
William Mack & Associates, Inc.
3$9100.0%ETFLowTroy, MI2026-10-27
Davis Capital Management
3$9100.0%CoreLowJacksonville, FL2026-10-08
Planning Strategies Inc.
2$6060.0%ETFN/ALancaster, PA2026-10-02
Quaker Wealth Management, LLC
2$6070.0%ETFMediumMoorestown, NJ2026-10-22
Trust Co
2$6060.0%ETFVery LowManhattan, KS2026-10-09
Essential Partners LLC
2$6060.0%ValueMediumRancho Santa Fe, CA2026-10-14
Signature Equity Partners, LLC
2$6060.0%GrowthMediumColumbus, OH2026-10-29
Balance Wealth Partners LLC
2$4810.0%ETFMediumWorthington, OH2026-10-27
DecisionPoint Financial, LLC
1$3070.0%ETFVery LowMesa, AZ2026-10-27
Downshift Financial, LLC
1$3030.0%ETFLowBoulder, CO2026-10-13
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04