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Jack Henry & Associates Inc (JKHY)

CUSIP: 426281101 | NYSE | Technology · Information Technology Services | Large Cap | 2154 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Portfolio Management LLC3,458,7594.9%−108,748Sep 30, 202692d ahead of 13F (3,559,401 sh) · −100,642
13G/AVanguard Portfolio Management LLC3,458,759
4.9% of class · Sep 30, 2026−108,748
92d ahead of 13F (3,559,401 sh) · −100,642

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,125,963
0.0% of portfolio›$161.3M
Tandem Investment Advisors, Inc.355,258
3.7% of portfolio›$50.9M
Boston Trust Walden Corp345,020
0.4% of portfolio›$49.4M
MacKenzie Financial Corp335,944
0.1% of portfolio›$48.1M
Principal Financial Group Inc283,738
0.0% of portfolio›$40.6M
Walker Asset Management, LLC234,185
17.0% of portfolio›$33.5M
Fenimore Asset Management Inc201,067
0.6% of portfolio›$28.8M
Copeland Capital Management, LLC192,542
0.6% of portfolio›$27.6M
Creative Planning181,700
0.0% of portfolio›$26.0M
Conestoga Capital Advisors, LLC140,186
0.6% of portfolio›$20.1M
Local Pensions Partnership Investment Ltd135,285
0.4% of portfolio›$19.4M
Forvis Mazars Wealth Advisors, LLC126,292
0.3% of portfolio›$18.1M
Alps Advisors Inc107,309
0.1% of portfolio›$15.4M
Wealth Enhancement Advisory Services, LLC104,821
0.0% of portfolio›$15.1M
Swedbank AB103,000
0.0% of portfolio›$14.8M
Citigroup Inc90,934
0.0% of portfolio›$13.0M
ProShare Advisors LLC71,364
0.0% of portfolio›$10.2M
New York State Teachers Retirement System65,981
0.0% of portfolio›$9.5M
Truist Financial Corp64,679
0.0% of portfolio›$9.3M
Mattern Capital Management, LLC59,964
1.0% of portfolio›$8.6M
Willis Investment Counsel52,746
0.4% of portfolio›$7.6M
Calamos Advisors LLC43,180
0.0% of portfolio›$6.2M
Virginia Retirement Systems ET Al42,100
0.0% of portfolio›$6.0M
Y-Intercept (Hong Kong) Ltd41,454
0.1% of portfolio›$5.9M
Martin Capital Partners, LLC40,971
2.1% of portfolio›$5.9M
Atwood & Palmer Inc40,149
0.3% of portfolio›$5.8M
DekaBank Deutsche Girozentrale38,863
0.0% of portfolio›$5.7K
Assenagon Asset Management S.A.35,132
0.0% of portfolio›$5.0M
Moran Wealth Management, LLC33,898
0.1% of portfolio›$4.9M
Clean Yield Group33,268
1.2% of portfolio›$4.8M
Silver Lake Advisory, LLC32,163
1.7% of portfolio›$4.6M
Inspire Investing, LLC31,670
0.2% of portfolio›$4.5M
Atria Investments, Inc29,267
0.0% of portfolio›$4.2M
Nisa Investment Advisors, LLC28,801
0.0% of portfolio›$4.1M
Schwartz Investment Counsel Inc25,000
0.1% of portfolio›$3.6M
Riverwater Partners LLC23,576
0.9% of portfolio›$3.4M
Vest Financial, LLC22,518
0.0% of portfolio›$3.2M
Bath Savings Trust Co21,424
0.3% of portfolio›$3.1M
Legacy Financial Strategies, LLC20,640
0.5% of portfolio›$3.0M
Deroy & Devereaux Private Investment Counsel Inc20,632
0.3% of portfolio›$3.0M
Czech National Bank20,415
0.0% of portfolio›$2.9M
Cardinal Capital Management20,150
0.3% of portfolio›$2.9M
Arizona State Retirement System20,014
0.0% of portfolio›$2.9M
New York Life Investment Management LLC19,893
0.0% of portfolio›$2.8M
Bright Rock Capital Management, LLC19,600
0.5% of portfolio›$2.8M
E. Ohman J:or Asset Management AB19,302
0.1% of portfolio›$2.8M
Mirae Asset Global Investments Co., Ltd.18,221
0.0% of portfolio›$2.6M
State of Alaska, Department of Revenue18,144
0.0% of portfolio›$2.6K
Modera Wealth Management, LLC17,984
0.0% of portfolio›$2.6M
Pacifica Partners Inc.17,974
0.8% of portfolio›$2.6M
State of Michigan Retirement System17,872
0.0% of portfolio›$2.6M
AGF Management LTD16,940
0.0% of portfolio›$2.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS15,698
0.0% of portfolio›$2.2M
Retirement Systems of Alabama14,901
0.0% of portfolio›$2.1M
Davenport & Co LLC14,300
0.0% of portfolio›$2.0M
Pictet Asset Management Holding SA14,293
0.0% of portfolio›$2.0M
Torray Investment Partners LLC14,285
0.3% of portfolio›$2.0M
Amalgamated Bank13,239
0.0% of portfolio›$1.9M
Swiss Life Asset Management Ltd12,439
0.0% of portfolio›$1.8M
JGP Wealth Management, LLC11,985
0.2% of portfolio›$1.7M
Neos Investment Management LLC11,930
0.0% of portfolio›$1.7M
Bokf, NA10,785
0.0% of portfolio›$1.5M
Total Wealth Planning & Management, Inc.10,689
1.1% of portfolio›$1.5M
Taylor Frigon Capital Management LLC10,268
0.7% of portfolio›$1.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP10,199
0.0% of portfolio›$1.5M
Exchange Traded Concepts, LLC9,874
0.0% of portfolio›$1.4M
Pinnacle Associates LTD9,774
0.0% of portfolio›$1.4M
Farther Finance Advisors, LLC9,629
0.0% of portfolio›$1.4M
Cambridge Investment Research Advisors, Inc.9,469
0.0% of portfolio›$1.4M
Linden Thomas Advisory Services, LLC9,292
0.1% of portfolio›$1.3M
TD Private Client Wealth LLC9,253
0.0% of portfolio›$1.3M
GHP Investment Advisors, Inc.9,200
0.0% of portfolio›$1.3M
Oregon Public Employees Retirement Fund8,765
0.0% of portfolio›$1.3M
Vise Technologies, Inc.8,599
0.0% of portfolio›$1.2M
Yousif Capital Management, LLC8,491
0.0% of portfolio›$1.2M
Xponance LLC8,398
0.0% of portfolio›$1.2M
Ethic Inc.8,346
0.0% of portfolio›$1.2M
Diversified Management Inc8,133
0.2% of portfolio›$1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7,971
0.0% of portfolio›$1.1M
Crossmark Global Holdings, Inc.7,842
0.0% of portfolio›$1.1M
ICW Investment Advisors LLC7,637
0.4% of portfolio›$1.1M
Weybosset Research & Management LLC7,288
0.3% of portfolio›$1.0M
Mutual of America Capital Management LLC7,267
0.0% of portfolio›$1.0M
Diversify Wealth Management, LLC7,006
0.0% of portfolio›$1.1M
Diversify Advisory Services, LLC7,006
0.0% of portfolio›$1.1M
Smith Shellnut Wilson LLC6,930
0.4% of portfolio›$992.7K
Mitchell & Pahl Private Wealth, LLC6,830
0.4% of portfolio›$978.3K
Harbor Capital Advisors, Inc.6,538
0.2% of portfolio›$937.0K
PineStone Asset Management Inc.6,500
0.0% of portfolio›$931.1K
Oppenheimer Asset Management Inc.6,419
0.0% of portfolio›$919.5K
Prospera Financial Services Inc6,407
0.0% of portfolio›$1.0M
Wendell David Associates Inc6,310
0.2% of portfolio›$904.0K
Sagespring Wealth Partners, LLC6,181
0.0% of portfolio›$885.4K
Daiwa Securities Group Inc.6,144
0.0% of portfolio›$880.1K
Gamma Investing LLC6,124
0.0% of portfolio›$877.2K
Oppenheimer & Co Inc6,008
0.0% of portfolio›$860.6K
Azzad Asset Management Inc5,907
0.1% of portfolio›$846.2K
Kestra Private Wealth Services, LLC5,514
0.0% of portfolio›$789.8K
Gateway Investment Advisers LLC5,402
0.0% of portfolio›$773.8K
Park Avenue Securities LLC5,366
0.0% of portfolio›$769.0K
Parallel Advisors, LLC5,355
0.0% of portfolio›$767.0K
AlphaCore Capital LLC5,196
0.0% of portfolio›$744.3K
Apollon Wealth Management, LLC5,189
0.0% of portfolio›$743.3K
HUB Investment Partners, LLC5,136
0.0% of portfolio›$735.7K
Impact Capital Partners LLC5,113
0.2% of portfolio›$732.4K
CoreCap Advisors, LLC5,102
0.0% of portfolio›$730.9K
Formidable Asset Management, LLC5,031
0.1% of portfolio›$712.1K
Concurrent Investment Advisors, LLC4,988
0.0% of portfolio›$714.5K
Axxcess Wealth Management, LLC4,926
0.0% of portfolio›$705.6K
UniSuper Management Pty Ltd4,917
0.0% of portfolio›$704.3K
Sendero Wealth Management, LLC4,903
0.1% of portfolio›$702.3K
Enterprise Financial Services Corp4,848
0.3% of portfolio›$694.4K
Fifth Third Wealth Advisors LLC4,819
0.0% of portfolio›$690.3K
Hohimer Wealth Management, LLC4,697
0.1% of portfolio›$672.8K
First Merchants Corp4,686
0.0% of portfolio›$671.2K
BI Asset Management Fondsmaeglerselskab A/S4,476
0.0% of portfolio›$641.0K
Chicago Partners Investment Group LLC4,470
0.0% of portfolio›$726.6K
Harel Insurance Investments & Financial Services Ltd.4,425
0.0% of portfolio›$634.0K
Allspring Global Investments Holdings, LLC4,407
0.0% of portfolio›$634.0K
State of Wyoming4,350
0.0% of portfolio›$623.1K
Assetmark, Inc4,253
0.0% of portfolio›$609.2K
Welch & Forbes LLC4,164
0.0% of portfolio›$596.5K
Sumitomo Mitsui Trust Group, Inc.4,144
0.0% of portfolio›$593.6K
Hennion & Walsh Asset Management, Inc.4,117
0.0% of portfolio›$589.7K
Keeler Thomas Management LLC4,084
0.2% of portfolio›$585.0K
Asset Management One Co., Ltd.4,073
0.0% of portfolio›$583.4K
Commonwealth Equity Services, LLC4,071
0.0% of portfolio›$583.1K
Gibbs Wealth Management3,976
0.1% of portfolio›$569.6K
Ashton Thomas Private Wealth, LLC3,940
0.0% of portfolio›$564.4K
TD Waterhouse Canada Inc.3,887
0.0% of portfolio›$559.0K
Hartford Investment Management Co3,813
0.0% of portfolio›$546.2K
Sepio Capital, LP3,811
0.0% of portfolio›$545.9K
Doliver Advisors, LP3,750
0.1% of portfolio›$537.2K
IFP Advisors, Inc3,738
0.0% of portfolio›$535.4K
FSM Wealth Advisors, LLC3,595
0.1% of portfolio›$535.8K
Louisiana State Employees Retirement System3,500
0.0% of portfolio›$501.3K
D.A. Davidson & Co.3,464
0.0% of portfolio›$496.2K
Fulton Bank, N.A.3,448
0.0% of portfolio›$493.9K
Robeco Institutional Asset Management B.V.3,377
0.0% of portfolio›$483.7K
Global X Japan Co., Ltd.3,363
0.0% of portfolio›$481.7K
Signaturefd, LLC3,350
0.0% of portfolio›$479.9K
NorthCrest Asset Manangement, LLC3,330
0.0% of portfolio›$496.4K
S.A. Mason LLC3,259
0.1% of portfolio›$466.8K
Collaborative Fund Advisors, LLC3,256
0.3% of portfolio›$466.4K
Isthmus Partners, LLC3,202
0.0% of portfolio›$458.7K
Keybank National Association3,146
0.0% of portfolio›$450.6K
Midwest Trust Co3,131
0.0% of portfolio›$448.5K
Curated Wealth Partners LLC3,030
0.0% of portfolio›$434.0K
Kestra Advisory Services, LLC2,830
0.0% of portfolio›$405.3K
OpenArc Corporate Advisory, LLC2,619
0.0% of portfolio›$375.1K
V-Square Quantitative Management LLC2,554
0.0% of portfolio›$365.8K
KBC Group NV2,490
0.0% of portfolio›$357.0K
Sumitomo Mitsui DS Asset Management Company, Ltd2,443
0.0% of portfolio›$349.9K
Moody Aldrich Partners LLC2,434
0.1% of portfolio›$348.6K
Stackstone Wealth, LLC2,409
0.0% of portfolio›$345.1K
Cyndeo Wealth Partners, LLC2,402
0.0% of portfolio›$344.1K
Aegis Wealth Management, Inc.2,396
0.2% of portfolio›$343.2K
Monument Capital Management2,346
0.1% of portfolio›$336.1K
Crestwood Advisors Group, LLC2,260
0.0% of portfolio›$323.7K
Genesis Private Wealth, LLC2,238
0.1% of portfolio›$320.6K
North Dakota State Investment Board2,191
0.0% of portfolio›$313.8K
Eagle Bay Advisors LLC2,180
0.2% of portfolio›$312.3K
Lido Advisors, LLC2,145
0.0% of portfolio›$307.3K
Certuity, LLC2,103
0.0% of portfolio›$301.2K
Sterling Capital Management LLC2,043
0.0% of portfolio›$292.6K
Strategy Asset Managers LLC2,036
0.0% of portfolio›$291.6K
Ascent Group, LLC1,968
0.0% of portfolio›$281.9K
Eubel Brady & Suttman Asset Management Inc1,959
0.1% of portfolio›$281.0K
Motley Fool Asset Management LLC1,934
0.0% of portfolio›$277.0K
111 Capital1,899
0.0% of portfolio›$272.0K
Portside Wealth Group, LLC1,889
0.0% of portfolio›$270.6K
Legacy Capital Wealth Partners, LLC1,887
0.1% of portfolio›$270.3K
Ipswich Investment Management Co., Inc.1,871
0.1% of portfolio›$268.0K
International Assets Investment Management, LLC1,821
0.0% of portfolio›$261.9K
Vontobel Holding Ltd.1,820
0.0% of portfolio›$260.7K
Private Management Group Inc1,818
0.0% of portfolio›$260.4K
Koesten, Hirschmann & Crabtree, Inc.1,796
0.1% of portfolio›$257.2K
Inscription Capital, LLC1,790
0.0% of portfolio›$256.4K
B. Riley Wealth Advisors, Inc.1,788
0.0% of portfolio›$256.1K
Choreo, LLC1,751
0.0% of portfolio›$250.8K
Thrive Wealth Management, LLC1,743
0.0% of portfolio›$249.6K
Integrity Alliance, Llc.1,736
0.0% of portfolio›$248.7K
Parkside Financial Bank & Trust1,730
0.0% of portfolio›$247.8K
Dynamic Advisor Solutions LLC1,730
0.0% of portfolio›$247.8K
Outlook Wealth Advisors, LLC1,727
0.1% of portfolio›$247.4K
Prime Capital Investment Advisors, LLC1,724
0.0% of portfolio›$246.9K
True North Advisors, LLC1,714
0.0% of portfolio›$245.5K
New Wave Wealth Advisors LLC1,667
0.1% of portfolio›$255.2K
RHS Financial, LLC1,588
0.1% of portfolio›$227.5K
StoneX Group Inc.1,577
0.0% of portfolio›$236.9K
Symmetry Partners, LLC1,543
0.0% of portfolio›$221.0K
Robertson Stephens Wealth Management, LLC1,542
0.0% of portfolio›$220.8K
Krilogy Financial LLC1,487
0.0% of portfolio›$222.5K
HB Wealth Management, LLC1,419
0.0% of portfolio›$203.3K
Tema Etfs LLC1,361
0.0% of portfolio›$195.0K
Fulcrum Asset Management LLP1,307
0.0% of portfolio›$191.1K
Bayforest Capital Ltd1,178
0.2% of portfolio›$168.7K
EverSource Wealth Advisors, LLC1,154
0.0% of portfolio›$165.4K
1620 Investment Advisors, Inc.1,001
0.1% of portfolio›$143.4K
Strs Ohio973
0.0% of portfolio›$139.4K
Hilltop National Bank921
0.0% of portfolio›$131.9K
CX Institutional859
0.0% of portfolio›$123
Bullock Wealth Management Group854
0.1% of portfolio›$122.8K
Thurston, Springer, Miller, Herd & Titak, Inc.839
0.2% of portfolio›$120.2K
Dynamic Wealth Strategies, LLC741
0.1% of portfolio›$106.1K
Covestor Ltd725
0.2% of portfolio›$104.0K
Premier Fund Managers Ltd716
0.0% of portfolio›$105
Generali Asset Management SPA SGR708
0.0% of portfolio›$101.4K
Provenance Wealth Advisors, LLC706
0.0% of portfolio›$101.1K
Fortitude Family Office, LLC646
0.0% of portfolio›$92.5K
Heritage Family Offices, LLP602
0.0% of portfolio›$86.3K
Versant Capital Management, Inc590
0.0% of portfolio›$84.5K
Community Financial Services Group, LLC551
0.0% of portfolio›$79.3K
RMG Wealth Management LLC524
0.0% of portfolio›$84.5K
West Paces Advisors Inc.515
0.0% of portfolio›$73.8K
Simplex Trading, LLC472
0.0% of portfolio›$67.6K
Curat Global, LLC469
0.1% of portfolio›$67.2K
Mather Group, Llc.408
0.0% of portfolio›$58.4K
Spire Wealth Management403
0.0% of portfolio›$57.7K
Leonteq Securities AG401
0.0% of portfolio›$57.4K
Private Trust Co NA386
0.0% of portfolio›$55.3K
Creative Financial Designs Inc374
0.0% of portfolio›$53.6K
SJS Investment Consulting Inc.310
0.0% of portfolio›$44.4K
Birch Financial Group, LLC293
0.0% of portfolio›$41.9K
True Wealth Design, LLC287
0.0% of portfolio›$41.1K
Financial Network Wealth Advisors LLC286
0.0% of portfolio›$41.0K
Capital Advisors, Ltd. LLC257
0.0% of portfolio›$37.0K
Strengthening Families & Communities, LLC257
0.0% of portfolio›$36.9K
Root Financial Partners, LLC240
0.0% of portfolio›$34.4K
MassMutual Private Wealth & Trust, FSB211
0.0% of portfolio›$30.2K
Bank Julius Baer & Co. Ltd, Zurich200
0.0% of portfolio›$28.6K
Elyxium Wealth, LLC198
0.0% of portfolio›$28.4K
Pinnacle Wealth Planning Services, Inc.194
0.0% of portfolio›$27.7K
Entrust Financial LLC187
0.0% of portfolio›$26.8K
Y.D. More Investments Ltd187
0.0% of portfolio›$26.8K
Harbor Investment Advisory, LLC181
0.0% of portfolio›$25.9K
Ashurst Perkins Coie Trust Co141
0.0% of portfolio›$20.2K
Valley National Advisers Inc136
0.0% of portfolio›$19.5K
Elevation Wealth Partners, LLC126
0.0% of portfolio›$18.0K
GK Wealth Management LLC121
0.0% of portfolio›$17.3K
WPG Advisers, LLC120
0.0% of portfolio›$17.2K
Physician Wealth Advisors, Inc.119
0.0% of portfolio›$17.0K
Fjarde Ap-Fonden TH Swedish National Pension Fund100
0.0% of portfolio›$14.3K
Pension & Wealth Management Advisors, Inc.99
0.0% of portfolio›$14.2K
Eastern Bank94
0.0% of portfolio›$13.5K
Align Financial, LLC86
0.0% of portfolio›$12.3K
Highline Wealth Partners LLC77
0.0% of portfolio›$11.0K
Wealth Enhancement Trust Services, Inc.61
0.0% of portfolio›$8.7K
Blue Trust, Inc.60
0.0% of portfolio›$8.6K
Signature Equity Partners, LLC59
0.0% of portfolio›$8.5K
Ares Financial Consulting, LLC57
0.0% of portfolio›$8.2K
SBI Securities Co., Ltd.56
0.0% of portfolio›$8.0K
Mcdonald Partners LLC51
0.0% of portfolio›$7.3K
Farmers & Merchants Investments Inc49
0.0% of portfolio›$7.0K
TFC Financial Management, Inc.47
0.0% of portfolio›$6.7K
Wolff Wiese Magana LLC41
0.0% of portfolio›$5.9K
Golden State Wealth Management, LLC41
0.0% of portfolio›$6.0K
SRH Advisors, LLC39
0.0% of portfolio›$5.6K
First Horizon Corp38
0.0% of portfolio›$5.4K
Advocate Investing Services LLC37
0.0% of portfolio›$5.3K
JFS Wealth Advisors, LLC35
0.0% of portfolio›$5.0K
Rational Advisors, Inc.34
0.0% of portfolio›$4.9K
Essential Partners LLC33
0.0% of portfolio›$4.7K
Tounjian Advisory Partners, LLC32
0.0% of portfolio›$4.6K
James T. Borello RIA31
0.0% of portfolio›$4.4K
Gilpin Wealth Management, LLC30
0.0% of portfolio›$4.3K
Clark Wealth Partners28
0.0% of portfolio›$4.0K
Cromwell Holdings LLC27
0.0% of portfolio›$3.9K
Ascentis Independent Advisors26
0.0% of portfolio›$3.7K
Creative Capital Management Investments LLC26
0.0% of portfolio›$3.7K
Oakworth Capital, Inc.21
0.0% of portfolio›$3.0K
Cedar Mountain Advisors, LLC21
0.0% of portfolio›$3.0K
Trust Co21
0.0% of portfolio›$3.0K
Bfsg, LLC18
0.0% of portfolio›$2.6K
Retirement Wealth Solutions LLC18
0.0% of portfolio›$2.6K
Smallwood Wealth Investment Management, LLC18
0.0% of portfolio›$2.6K
MV Capital Management, Inc.18
0.0% of portfolio›$2.6K
Bay Harbor Wealth Management, LLC17
0.0% of portfolio›$2.4K
Rakuten Securities, Inc.15
0.0% of portfolio›$2.1K
Lodestone Wealth Management LLC13
0.0% of portfolio›$1.9K
Caitong International Asset Management Co., Ltd11
0.0% of portfolio›$1.6K
GoalVest Advisory LLC10
0.0% of portfolio›$1.4K
Financial Management Professionals, Inc.10
0.0% of portfolio›$1.4K
Ascentis Wealth Management, LLC10
0.0% of portfolio›$1.4K
Cape Investment Advisory, Inc.9
0.0% of portfolio›$1.3K
DiNuzzo Private Wealth, Inc.9
0.0% of portfolio›$1.3K
Bare Financial Services, Inc8
0.0% of portfolio›$1.1K
Asset Dedication, LLC7
0.0% of portfolio›$1.0K
Planning Strategies Inc.5
0.0% of portfolio›$716
City State Bank5
0.0% of portfolio›$716
Country Trust Bank4
0.0% of portfolio›$573
Proathlete Wealth Management LLC4
0.0% of portfolio›$572
Manchester Capital Management LLC4
0.0% of portfolio›$573
Cullen T Bankers, Inc.3
0.0% of portfolio›$430
Buck Wealth Strategies, LLC3
0.0% of portfolio›$430
Downshift Financial, LLC3
0.0% of portfolio›$430
DecisionPoint Financial, LLC3
0.0% of portfolio›$432
WestEnd Advisors, LLC3
0.0% of portfolio›$430
Brown, Lisle Ings, Inc.3
0.0% of portfolio›$430
Triumph Capital Management2
0.0% of portfolio›$286
Hughes Financial Services, LLC2
0.0% of portfolio›$319
American Capital Advisory, LLC2
0.0% of portfolio›$287
Fairway Wealth LLC2
0.0% of portfolio›$286
Maryland Capital Advisors Inc.1
0.0% of portfolio›$144
Quaker Wealth Management, LLC1
0.0% of portfolio›$144
Balance Wealth Partners LLC0
0.0% of portfolio›$28
Arvest Investments, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,125,963$161.3M0.0%IndexLowAustin, TX2026-11-04
Tandem Investment Advisors, Inc.
355,258$50.9M3.7%CoreLowCharleston, SC2026-11-04
Boston Trust Walden Corp
345,020$49.4M0.4%CoreLowBoston, MA2026-10-30
MacKenzie Financial Corp
335,944$48.1M0.1%CoreMediumToronto Ontario, Australia2026-11-02
Principal Financial Group Inc
283,738$40.6M0.0%CoreLowDes Moines, IA2026-11-02
Walker Asset Management, LLC
234,185$33.5M17.0%CoreVery LowSpringfield, MO2026-10-13
Fenimore Asset Management Inc
201,067$28.8M0.6%CoreLowCobleskill, NY2026-10-08
Copeland Capital Management, LLC
192,542$27.6M0.6%ValueMediumConshohocken, PA2026-10-13
Creative Planning
181,700$26.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Conestoga Capital Advisors, LLC
140,186$20.1M0.6%CoreLowWayne, PA2026-11-02
Local Pensions Partnership Investment Ltd
135,285$19.4M0.4%GrowthLowLondon, United Kingdom2026-10-26
Forvis Mazars Wealth Advisors, LLC
126,292$18.1M0.3%ETFVery LowSpringfield, MO2026-10-13
Alps Advisors Inc
107,309$15.4M0.1%YieldLowDenver, CO2026-11-03
Wealth Enhancement Advisory Services, LLC
104,821$15.1M0.0%CoreLowPlymouth, MN2026-10-13
Swedbank AB
103,000$14.8M0.0%GrowthLowStockholm, Sweden2026-10-27
Citigroup Inc
90,934$13.0M0.0%CoreMediumNew York, NY2026-11-04
ProShare Advisors LLC
71,364$10.2M0.0%GrowthLowBethesda, MD2026-10-29
New York State Teachers Retirement System
65,981$9.5M0.0%CoreVery LowAlbany, NY2026-10-22
Truist Financial Corp
64,679$9.3M0.0%CoreLowCharlotte, NC2026-10-30
Mattern Capital Management, LLC
59,964$8.6M1.0%CoreMediumLakewood, CO2026-11-02
Willis Investment Counsel
52,746$7.6M0.4%CoreLowGainesville, GA2026-10-20
Calamos Advisors LLC
43,180$6.2M0.0%GrowthMediumNaperville, IL2026-11-02
Virginia Retirement Systems ET Al
42,100$6.0M0.0%CoreMediumRichmond, VA2026-10-28
Y-Intercept (Hong Kong) Ltd
41,454$5.9M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Martin Capital Partners, LLC
40,971$5.9M2.1%YieldLowEugene, OR2026-10-07
Atwood & Palmer Inc
40,149$5.8M0.3%CoreVery LowKansas City, MO2026-10-08
DekaBank Deutsche Girozentrale
38,863$5.7K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Assenagon Asset Management S.A.
35,132$5.0M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Moran Wealth Management, LLC
33,898$4.9M0.1%CoreMediumNaples, FL2026-10-22
Clean Yield Group
33,268$4.8M1.2%CoreLowNorwich, VT2026-10-28
Silver Lake Advisory, LLC
32,163$4.6M1.7%CoreLowCottonwood Heights, UT2026-10-22
Inspire Investing, LLC
31,670$4.5M0.2%GARPHighMeridian, ID2026-10-22
Atria Investments, Inc
29,267$4.2M0.0%CoreMediumCharlotte, NC2026-10-15
Nisa Investment Advisors, LLC
28,801$4.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
Schwartz Investment Counsel Inc
25,000$3.6M0.1%GrowthMediumPlymouth, MI2026-10-26
Riverwater Partners LLC
23,576$3.4M0.9%ValueMediumMilwaukee, WI2026-11-03
Vest Financial, LLC
22,518$3.2M0.0%ValueMediumMclean, VA2026-10-21
Bath Savings Trust Co
21,424$3.1M0.3%CoreLowBath, ME2026-10-07
Legacy Financial Strategies, LLC
20,640$3.0M0.5%ETFLowOverland Park, KS2026-10-15
Deroy & Devereaux Private Investment Counsel Inc
20,632$3.0M0.3%ValueMediumBloomfield Hills, MI2026-10-26
Czech National Bank
20,415$2.9M0.0%IndexVery LowPrague, Bahrain2026-10-13
Cardinal Capital Management
20,150$2.9M0.3%ValueVery LowRaleigh, NC2026-10-21
Arizona State Retirement System
20,014$2.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
New York Life Investment Management LLC
19,893$2.8M0.0%GrowthLowNew York, NY2026-11-04
Bright Rock Capital Management, LLC
19,600$2.8M0.5%CoreMediumHanover, MA2026-10-05
E. Ohman J:or Asset Management AB
19,302$2.8M0.1%GrowthMediumStockholm, Sweden2026-10-22
Mirae Asset Global Investments Co., Ltd.
18,221$2.6M0.0%GrowthLowSeoul, Malaysia2026-11-03
State of Alaska, Department of Revenue
18,144$2.6K0.0%CoreVery LowJuneau, AK2026-10-15
Modera Wealth Management, LLC
17,984$2.6M0.0%ETFVery LowWestwood, NJ2026-10-28
Pacifica Partners Inc.
17,974$2.6M0.8%CoreLowSurrey, South Africa2026-10-09
State of Michigan Retirement System
17,872$2.6M0.0%IndexLowEast Lansing, MI2026-10-27
AGF Management LTD
16,940$2.4M0.0%GrowthHighToronto, Australia2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
15,698$2.2M0.0%CoreLowHarrisburg, PA2026-11-03
Retirement Systems of Alabama
14,901$2.1M0.0%IndexLowMontgomery, AL2026-11-04
Davenport & Co LLC
14,300$2.0M0.0%CoreMediumRichmond, VA2026-10-14
Pictet Asset Management Holding SA
14,293$2.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Torray Investment Partners LLC
14,285$2.0M0.3%GARPMediumBethesda, MD2026-10-30
Amalgamated Bank
13,239$1.9M0.0%CoreVery LowNew York, NY2026-10-23
Swiss Life Asset Management Ltd
12,439$1.8M0.0%CoreLowZurich, Switzerland2026-11-03
JGP Wealth Management, LLC
11,985$1.7M0.2%CoreLowBend, OR2026-10-13
Neos Investment Management LLC
11,930$1.7M0.0%IndexVery LowWestport, CT2026-11-04
Bokf, NA
10,785$1.5M0.0%CoreLowTulsa, OK2026-10-27
Total Wealth Planning & Management, Inc.
10,689$1.5M1.1%CoreMediumPonte Vedra Beach, FL2026-10-23
Taylor Frigon Capital Management LLC
10,268$1.5M0.7%GrowthMediumScottsdale, AZ2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
10,199$1.5M0.0%GrowthVery LowBoston, MA2026-10-23
Exchange Traded Concepts, LLC
9,874$1.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Pinnacle Associates LTD
9,774$1.4M0.0%CoreLowNew York, NY2026-10-20
Farther Finance Advisors, LLC
9,629$1.4M0.0%IndexLowSan Francisco, CA2026-10-08
Cambridge Investment Research Advisors, Inc.
9,469$1.4M0.0%ETFLowFairfield, IA2026-11-02
Linden Thomas Advisory Services, LLC
9,292$1.3M0.1%CoreLowCharlotte, NC2026-10-19
TD Private Client Wealth LLC
9,253$1.3M0.0%ETFLowNew York, NY2026-10-28
GHP Investment Advisors, Inc.
9,200$1.3M0.0%CoreVery LowDenver, CO2026-10-15
Oregon Public Employees Retirement Fund
8,765$1.3M0.0%IndexVery LowTigard, OR2026-10-30
Vise Technologies, Inc.
8,599$1.2M0.0%IndexLowNew York, NY2026-10-29
Yousif Capital Management, LLC
8,491$1.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Xponance LLC
8,398$1.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Ethic Inc.
8,346$1.2M0.0%CoreLowNew York, NY2026-11-03
Diversified Management Inc
8,133$1.2M0.2%CoreVery LowMilwaukee, WI2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
7,971$1.1M0.0%GrowthVery LowSeattle, WA2026-10-27
Crossmark Global Holdings, Inc.
7,842$1.1M0.0%GARPMediumHouston, TX2026-10-21
ICW Investment Advisors LLC
7,637$1.1M0.4%CoreVery LowScottsdale, AZ2026-10-27
Weybosset Research & Management LLC
7,288$1.0M0.3%CoreVery LowProvidence, RI2026-10-19
Mutual of America Capital Management LLC
7,267$1.0M0.0%IndexLowNew York, NY2026-10-23
Diversify Wealth Management, LLC
7,006$1.1M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
7,006$1.1M0.0%GrowthLowSandy, UT2026-10-20
Smith Shellnut Wilson LLC
6,930$992.7K0.4%CoreVery LowRidgeland, MS2026-10-21
Mitchell & Pahl Private Wealth, LLC
6,830$978.3K0.4%CoreVery LowOklahoma City, OK2026-10-14
Harbor Capital Advisors, Inc.
6,538$937.0K0.2%ValueHighChicago, IL2026-10-22
PineStone Asset Management Inc.
6,500$931.1K0.0%CoreLowMontreal, Austria2026-10-16
Oppenheimer Asset Management Inc.
6,419$919.5K0.0%CoreMediumNew York, NY2026-10-27
Prospera Financial Services Inc
6,407$1.0M0.0%CoreMediumDallas, TX2026-11-04
Wendell David Associates Inc
6,310$904.0K0.2%CoreVery LowPortsmouth, NH2026-10-27
Sagespring Wealth Partners, LLC
6,181$885.4K0.0%ETFLowFranklin, TN2026-10-22
Daiwa Securities Group Inc.
6,144$880.1K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Gamma Investing LLC
6,124$877.2K0.0%IndexVery LowFoster City, CA2026-10-08
Oppenheimer & Co Inc
6,008$860.6K0.0%CoreLowNew York, NY2026-10-26
Azzad Asset Management Inc
5,907$846.2K0.1%GrowthMediumFalls Church, VA2026-11-04
Kestra Private Wealth Services, LLC
5,514$789.8K0.0%GrowthLowAustin, TX2026-10-30
Gateway Investment Advisers LLC
5,402$773.8K0.0%GrowthLowCincinnati, OH2026-10-13
Park Avenue Securities LLC
5,366$769.0K0.0%ETFMediumNew York, NY2026-10-26
Parallel Advisors, LLC
5,355$767.0K0.0%IndexLowSan Francisco, CA2026-11-03
AlphaCore Capital LLC
5,196$744.3K0.0%ETFLowLa Jolla, CA2026-11-04
Apollon Wealth Management, LLC
5,189$743.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
HUB Investment Partners, LLC
5,136$735.7K0.0%GrowthLowAustin, TX2026-11-03
Impact Capital Partners LLC
5,113$732.4K0.2%GrowthLowGreenwood Village, CO2026-10-22
CoreCap Advisors, LLC
5,102$730.9K0.0%ETFMediumSouthfield, MI2026-10-08
Formidable Asset Management, LLC
5,031$712.1K0.1%CoreLowCincinnati, OH2026-11-03
Concurrent Investment Advisors, LLC
4,988$714.5K0.0%GrowthMediumTampa, FL2026-10-16
Axxcess Wealth Management, LLC
4,926$705.6K0.0%CoreLowCarlsbad, CA2026-10-21
UniSuper Management Pty Ltd
4,917$704.3K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Sendero Wealth Management, LLC
4,903$702.3K0.1%GARPLowSan Antonio, TX2026-10-14
Enterprise Financial Services Corp
4,848$694.4K0.3%CoreVery LowClayton, MO2026-11-03
Fifth Third Wealth Advisors LLC
4,819$690.3K0.0%IndexVery LowCincinnati, OH2026-10-22
Hohimer Wealth Management, LLC
4,697$672.8K0.1%CoreHighSeattle, WA2026-11-04
First Merchants Corp
4,686$671.2K0.0%GrowthLowMuncie, IN2026-10-15
BI Asset Management Fondsmaeglerselskab A/S
4,476$641.0K0.0%CoreMediumKobenhavn, Greece2026-10-22
Chicago Partners Investment Group LLC
4,470$726.6K0.0%GARPLowChicago, IL2026-10-27
Harel Insurance Investments & Financial Services Ltd.
4,425$634.0K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Allspring Global Investments Holdings, LLC
4,407$634.0K0.0%CoreMediumCharlotte, NC2026-11-04
State of Wyoming
4,350$623.1K0.0%ValueHighCheyenne, WY2026-10-28
Assetmark, Inc
4,253$609.2K0.0%ETFLowConcord, CA2026-10-21
Welch & Forbes LLC
4,164$596.5K0.0%CoreVery LowBoston, MA2026-11-04
Sumitomo Mitsui Trust Group, Inc.
4,144$593.6K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Hennion & Walsh Asset Management, Inc.
4,117$589.7K0.0%ValueMediumParsippany, NJ2026-10-13
Keeler Thomas Management LLC
4,084$585.0K0.2%CoreHighOrem, UT2026-10-29
Asset Management One Co., Ltd.
4,073$583.4K0.0%IndexVery LowTokyo, Mexico2026-10-27
Commonwealth Equity Services, LLC
4,071$583.1K0.0%ETFLowWaltham, MA2026-11-02
Gibbs Wealth Management
3,976$569.6K0.1%CoreLowAlpharetta, GA2026-10-22
Ashton Thomas Private Wealth, LLC
3,940$564.4K0.0%CoreMediumScottsdale, AZ2026-11-03
TD Waterhouse Canada Inc.
3,887$559.0K0.0%CoreLowToronto, Australia2026-10-16
Hartford Investment Management Co
3,813$546.2K0.0%IndexVery LowHartford, CT2026-11-04
Sepio Capital, LP
3,811$545.9K0.0%ETFLowSalt Lake City, UT2026-10-22
Doliver Advisors, LP
3,750$537.2K0.1%GARPLowHouston, TX2026-10-01
IFP Advisors, Inc
3,738$535.4K0.0%GrowthLowTampa, FL2026-10-16
FSM Wealth Advisors, LLC
3,595$535.8K0.1%ETFLowCleveland, OH2026-10-27
Louisiana State Employees Retirement System
3,500$501.3K0.0%IndexLowBaton Rouge, LA2026-10-20
D.A. Davidson & Co.
3,464$496.2K0.0%CoreLowGreat Falls, MT2026-10-28
Fulton Bank, N.A.
3,448$493.9K0.0%CoreLowLancaster, PA2026-10-14
Robeco Institutional Asset Management B.V.
3,377$483.7K0.0%CoreMediumRotterdam, Philippines2026-10-20
Global X Japan Co., Ltd.
3,363$481.7K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Signaturefd, LLC
3,350$479.9K0.0%IndexLowAtlanta, GA2026-10-23
NorthCrest Asset Manangement, LLC
3,330$496.4K0.0%GrowthLowPlymouth, MN2026-10-13
S.A. Mason LLC
3,259$466.8K0.1%GrowthVery LowHolland, MI2026-10-13
Collaborative Fund Advisors, LLC
3,256$466.4K0.3%GrowthVery HighReno, NV2026-11-02
Isthmus Partners, LLC
3,202$458.7K0.0%ValueMediumMadison, WI2026-10-21
Keybank National Association
3,146$450.6K0.0%CoreLowBrooklyn, OH2026-11-04
Midwest Trust Co
3,131$448.5K0.0%CoreLowOverland Park, KS2026-10-22
Curated Wealth Partners LLC
3,030$434.0K0.0%GARPLowEl Segundo, CA2026-10-15
Kestra Advisory Services, LLC
2,830$405.3K0.0%CoreLowAustin, TX2026-11-02
OpenArc Corporate Advisory, LLC
2,619$375.1K0.0%GrowthLowAtlanta, GA2026-10-21
V-Square Quantitative Management LLC
2,554$365.8K0.0%CoreLowChicago, IL2026-10-15
KBC Group NV
2,490$357.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
2,443$349.9K0.0%IndexVery LowTokyo, Mexico2026-10-20
Moody Aldrich Partners LLC
2,434$348.6K0.1%ValueHighMarblehead, MA2026-10-27
Stackstone Wealth, LLC
2,409$345.1K0.0%CoreN/ADubuque, IA2026-10-19
Cyndeo Wealth Partners, LLC
2,402$344.1K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Aegis Wealth Management, Inc.
2,396$343.2K0.2%ETFMediumGuthrie Center, IA2026-10-26
Monument Capital Management
2,346$336.1K0.1%GARPHighAlexandria, VA2026-10-09
Crestwood Advisors Group, LLC
2,260$323.7K0.0%GrowthLowBoston, MA2026-10-27
Genesis Private Wealth, LLC
2,238$320.6K0.1%ETFLowAshburn, VA2026-11-02
North Dakota State Investment Board
2,191$313.8K0.0%GrowthMediumBismarck, ND2026-10-27
Eagle Bay Advisors LLC
2,180$312.3K0.2%GrowthMediumNew York, NY2026-10-16
Lido Advisors, LLC
2,145$307.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Certuity, LLC
2,103$301.2K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Sterling Capital Management LLC
2,043$292.6K0.0%GARPMediumCharlotte, NC2026-10-22
Strategy Asset Managers LLC
2,036$291.6K0.0%CoreLowPasadena, CA2026-10-14
Ascent Group, LLC
1,968$281.9K0.0%CoreLowVirginia Beach, VA2026-10-30
Eubel Brady & Suttman Asset Management Inc
1,959$281.0K0.1%Deep ValueMediumMiamisburg, OH2026-11-04
Motley Fool Asset Management LLC
1,934$277.0K0.0%GrowthMediumAlexandria, VA2026-10-27
111 Capital
1,899$272.0K0.0%CoreVery HighParis, India2026-11-03
Portside Wealth Group, LLC
1,889$270.6K0.0%CoreMediumProvo, UT2026-10-20
Legacy Capital Wealth Partners, LLC
1,887$270.3K0.1%CoreMediumLittle Rock, AR2026-10-21
Ipswich Investment Management Co., Inc.
1,871$268.0K0.1%CoreLowBeverly, MA2026-10-13
International Assets Investment Management, LLC
1,821$261.9K0.0%CoreVery HighOrlando, FL2026-11-02
Vontobel Holding Ltd.
1,820$260.7K0.0%CoreMediumZurich, Switzerland2026-10-16
Private Management Group Inc
1,818$260.4K0.0%YieldLowIrvine, CA2026-11-04
Koesten, Hirschmann & Crabtree, Inc.
1,796$257.2K0.1%ETFVery LowOverland Park, KS2026-10-13
Inscription Capital, LLC
1,790$256.4K0.0%GARPMediumHouston, TX2026-11-02
B. Riley Wealth Advisors, Inc.
1,788$256.1K0.0%GrowthLowMemphis, TN2026-10-13
Choreo, LLC
1,751$250.8K0.0%IndexLowRockford, IL2026-10-28
Thrive Wealth Management, LLC
1,743$249.6K0.0%ETFVery LowAudubon, PA2026-10-13
Integrity Alliance, Llc.
1,736$248.7K0.0%ETFMediumUrbandale, IA2026-10-29
Parkside Financial Bank & Trust
1,730$247.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Dynamic Advisor Solutions LLC
1,730$247.8K0.0%ETFLowPhoenix, AZ2026-10-13
Outlook Wealth Advisors, LLC
1,727$247.4K0.1%ETFMediumShenandoah, TX2026-10-28
Prime Capital Investment Advisors, LLC
1,724$246.9K0.0%ETFLowOverland Park, KS2026-10-20
True North Advisors, LLC
1,714$245.5K0.0%CoreMediumDallas, TX2026-10-22
New Wave Wealth Advisors LLC
1,667$255.2K0.1%CoreMediumSpringdale, AR2026-10-19
RHS Financial, LLC
1,588$227.5K0.1%ETFMediumSan Francisco, CA2026-10-13
StoneX Group Inc.
1,577$236.9K0.0%ETFMediumNew York, NY2026-11-03
Symmetry Partners, LLC
1,543$221.0K0.0%ETFLowGlastonbury, CT2026-10-27
Robertson Stephens Wealth Management, LLC
1,542$220.8K0.0%ETFMediumSan Francisco, CA2026-10-16
Krilogy Financial LLC
1,487$222.5K0.0%GrowthLowSt. Louis, MO2026-10-13
HB Wealth Management, LLC
1,419$203.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Tema Etfs LLC
1,361$195.0K0.0%GrowthMediumNew York, NY2026-10-16
Fulcrum Asset Management LLP
1,307$191.1K0.0%CoreMediumLondon, United Kingdom2026-11-04
Bayforest Capital Ltd
1,178$168.7K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
EverSource Wealth Advisors, LLC
1,154$165.4K0.0%CoreMediumBirmingham, AL2026-11-04
1620 Investment Advisors, Inc.
1,001$143.4K0.1%ValueLowPlymouth, MA2026-11-04
Strs Ohio
973$139.4K0.0%CoreMediumColumbus, OH2026-10-30
Hilltop National Bank
921$131.9K0.0%CoreLowCasper, WY2026-10-14
CX Institutional
859$1230.0%CoreMediumAuburn, IN2026-10-02
Bullock Wealth Management Group
854$122.8K0.1%GrowthLowBloomington, IN2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
839$120.2K0.2%GrowthMediumIndianapolis, IN2026-10-14
Dynamic Wealth Strategies, LLC
741$106.1K0.1%ETFLowGranite Bay, CA2026-10-16
Covestor Ltd
725$104.0K0.2%ValueHighLondon, United Kingdom2026-10-30
Premier Fund Managers Ltd
716$1050.0%MomentumMediumLondon, United Kingdom2026-11-02
Generali Asset Management SPA SGR
708$101.4K0.0%CoreLowTrieste, Latvia2026-10-26
Provenance Wealth Advisors, LLC
706$101.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Fortitude Family Office, LLC
646$92.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Heritage Family Offices, LLP
602$86.3K0.0%GrowthHighScottsdale, AZ2026-11-02
Versant Capital Management, Inc
590$84.5K0.0%GARPLowPhoenix, AZ2026-10-02
Community Financial Services Group, LLC
551$79.3K0.0%GrowthLowNewport, VT2026-10-15
RMG Wealth Management LLC
524$84.5K0.0%ETFVery HighPlatteville, WI2026-10-26
West Paces Advisors Inc.
515$73.8K0.0%ETFLowAtlanta, GA2026-10-13
Simplex Trading, LLC
472$67.6K0.0%CoreVery HighChicago, IL2026-11-04
Curat Global, LLC
469$67.2K0.1%CoreMediumSpringfield, NH2026-10-26
Mather Group, Llc.
408$58.4K0.0%ETFMediumChicago, IL2026-10-14
Spire Wealth Management
403$57.7K0.0%GrowthMediumMclean, VA2026-10-30
Leonteq Securities AG
401$57.4K0.0%CoreHighZurich, Switzerland2026-10-29
Private Trust Co NA
386$55.3K0.0%CoreLowCleveland, OH2026-10-20
Creative Financial Designs Inc
374$53.6K0.0%ETFMediumKokomo, IN2026-11-04
SJS Investment Consulting Inc.
310$44.4K0.0%ETFVery LowSylvania, OH2026-10-26
Birch Financial Group, LLC
293$41.9K0.0%CoreLowKeene, NH2026-10-27
True Wealth Design, LLC
287$41.1K0.0%ETFMediumAkron, OH2026-10-13
Financial Network Wealth Advisors LLC
286$41.0K0.0%ETFLowMurray, UT2026-10-28
Capital Advisors, Ltd. LLC
257$37.0K0.0%ETFLowShaker Heights, OH2026-10-27
Strengthening Families & Communities, LLC
257$36.9K0.0%CoreMediumBoston, MA2026-10-21
Root Financial Partners, LLC
240$34.4K0.0%ETFMediumEncinitas, CA2026-10-21
MassMutual Private Wealth & Trust, FSB
211$30.2K0.0%CoreLowSpringfield, MA2026-10-05
Bank Julius Baer & Co. Ltd, Zurich
200$28.6K0.0%GrowthMediumZurich, Switzerland2026-10-29
Elyxium Wealth, LLC
198$28.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Pinnacle Wealth Planning Services, Inc.
194$27.7K0.0%GARPLowMansfield, OH2026-10-27
Entrust Financial LLC
187$26.8K0.0%ETFLowWayne, PA2026-11-04
Y.D. More Investments Ltd
187$26.8K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Harbor Investment Advisory, LLC
181$25.9K0.0%GrowthLowLutherville, MD2026-10-13
Ashurst Perkins Coie Trust Co
141$20.2K0.0%CoreVery LowSeattle, WA2026-10-15
Valley National Advisers Inc
136$19.5K0.0%ETFLowBethlehem, PA2026-10-23
Elevation Wealth Partners, LLC
126$18.0K0.0%ETFLowWalnut Creek, CA2026-10-07
GK Wealth Management LLC
121$17.3K0.0%GARPVery HighReno, NV2026-10-09
WPG Advisers, LLC
120$17.2K0.0%CoreLowBaltimore, MD2026-10-27
Physician Wealth Advisors, Inc.
119$17.0K0.0%ETFMediumMidvale, UT2026-10-20
Fjarde Ap-Fonden TH Swedish National Pension Fund
100$14.3K0.0%GrowthLowStockholm, Sweden2026-10-15
Pension & Wealth Management Advisors, Inc.
99$14.2K0.0%ETFLowWaltham, MA2026-10-16
Eastern Bank
94$13.5K0.0%GrowthMediumBoston, MA2026-10-05
Align Financial, LLC
86$12.3K0.0%ETFVery LowHermantown, MN2026-10-16
Highline Wealth Partners LLC
77$11.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Wealth Enhancement Trust Services, Inc.
61$8.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Blue Trust, Inc.
60$8.6K0.0%ETFLowBrentwood, TN2026-10-15
Signature Equity Partners, LLC
59$8.5K0.0%GrowthMediumColumbus, OH2026-10-29
Ares Financial Consulting, LLC
57$8.2K0.0%CoreLowCalabasas, CA2026-10-19
SBI Securities Co., Ltd.
56$8.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Mcdonald Partners LLC
51$7.3K0.0%CoreLowCleveland, OH2026-11-03
Farmers & Merchants Investments Inc
49$7.0K0.0%CoreVery LowLincoln, NE2026-10-22
TFC Financial Management, Inc.
47$6.7K0.0%ETFVery LowBoston, MA2026-10-26
Wolff Wiese Magana LLC
41$5.9K0.0%GrowthLowCarslbad, CA2026-10-15
Golden State Wealth Management, LLC
41$6.0K0.0%ETFMediumSanta Ana, CA2026-11-02
SRH Advisors, LLC
39$5.6K0.0%ETFVery LowSalina, KS2026-10-22
First Horizon Corp
38$5.4K0.0%CoreLowMemphis, TN2026-10-26
Advocate Investing Services LLC
37$5.3K0.0%ETFLowWoodbine, MD2026-10-26
JFS Wealth Advisors, LLC
35$5.0K0.0%ETFVery LowHermitage, PA2026-11-03
Rational Advisors, Inc.
34$4.9K0.0%ETFMediumSan Juan, PR2026-11-02
Essential Partners LLC
33$4.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Tounjian Advisory Partners, LLC
32$4.6K0.0%GrowthHighFort Myers, FL2026-11-04
James T. Borello RIA
31$4.4K0.0%ETFVery LowEast Dundee, IL2026-10-16
Gilpin Wealth Management, LLC
30$4.3K0.0%GrowthLowDenver, CO2026-10-09
Clark Wealth Partners
28$4.0K0.0%ETFVery LowO'Fallon, IL2026-10-19
Cromwell Holdings LLC
27$3.9K0.0%IndexLowJackson, WY2026-10-28
Ascentis Independent Advisors
26$3.7K0.0%ETFLowDallas, TX2026-11-03
Creative Capital Management Investments LLC
26$3.7K0.0%ETFLowSan Diego, CA2026-10-28
Oakworth Capital, Inc.
21$3.0K0.0%ETFLowBirmingham, AL2026-10-26
Cedar Mountain Advisors, LLC
21$3.0K0.0%ETFVery LowLake Oswego, OR2026-10-15
Trust Co
21$3.0K0.0%ETFVery LowManhattan, KS2026-10-09
Bfsg, LLC
18$2.6K0.0%CoreLowIrvine, CA2026-10-30
Retirement Wealth Solutions LLC
18$2.6K0.0%ETFLowMarshfield, WI2026-10-07
Smallwood Wealth Investment Management, LLC
18$2.6K0.0%ETFVery LowRed Bank, NJ2026-10-30
MV Capital Management, Inc.
18$2.6K0.0%ETFLowBethesda, MD2026-10-29
Bay Harbor Wealth Management, LLC
17$2.4K0.0%ETFMediumHunt Valley, MD2026-11-03
Rakuten Securities, Inc.
15$2.1K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Lodestone Wealth Management LLC
13$1.9K0.0%CoreLowSpokane, WA2026-10-14
Caitong International Asset Management Co., Ltd
11$1.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
GoalVest Advisory LLC
10$1.4K0.0%ETFMediumNew York, NY2026-10-02
Financial Management Professionals, Inc.
10$1.4K0.0%ETFMediumAustin, TX2026-10-23
Ascentis Wealth Management, LLC
10$1.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Cape Investment Advisory, Inc.
9$1.3K0.0%ETFLowMcdonough, GA2026-10-13
DiNuzzo Private Wealth, Inc.
9$1.3K0.0%ETFLowBeaver, PA2026-10-16
Bare Financial Services, Inc
8$1.1K0.0%ETFVery LowGap, PA2026-11-04
Asset Dedication, LLC
7$1.0K0.0%ETFLowSan Francisco, CA2026-11-03
Planning Strategies Inc.
5$7160.0%ETFN/ALancaster, PA2026-10-02
City State Bank
5$7160.0%GrowthVery LowNorwalk, IA2026-10-20
Country Trust Bank
4$5730.0%GrowthLowBloomington, IL2026-10-30
Proathlete Wealth Management LLC
4$5720.0%ETFVery LowBoca Raton, FL2026-10-15
Manchester Capital Management LLC
4$5730.0%CoreLowManchester, VT2026-10-22
Cullen T Bankers, Inc.
3$4300.0%GrowthLowSan Antonio, TX2026-10-28
Buck Wealth Strategies, LLC
3$4300.0%ValueMediumDenver, CO2026-10-28
Downshift Financial, LLC
3$4300.0%ETFLowBoulder, CO2026-10-13
DecisionPoint Financial, LLC
3$4320.0%ETFVery LowMesa, AZ2026-10-27
WestEnd Advisors, LLC
3$4300.0%ETFMediumCharlotte, NC2026-10-27
Brown, Lisle Ings, Inc.
3$4300.0%CoreVery LowProvidence, RI2026-10-16
Triumph Capital Management
2$2860.0%ETFMediumDenver, CO2026-10-14
Hughes Financial Services, LLC
2$3190.0%ETFLowHerndon, VA2026-10-30
American Capital Advisory, LLC
2$2870.0%ETFLowKetchum, ID2026-10-28
Fairway Wealth LLC
2$2860.0%ETFLowIndependence, OH2026-10-30
Maryland Capital Advisors Inc.
1$1440.0%ETFVery LowChester, MD2026-10-15
Quaker Wealth Management, LLC
1$1440.0%ETFMediumMoorestown, NJ2026-10-22
Balance Wealth Partners LLC
0$280.0%ETFMediumWorthington, OH2026-10-27
Arvest Investments, Inc.
0$00.0%ETFLowLowell, AR2026-10-21