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Herc Holdings Inc (HRI)

CUSIP: 42704L104 | NYSE | Industrials · Rental & Leasing Services | Mid Cap | 1080 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/ABlackRock, Inc.4,675,62614.0%New 5%+ stakeSep 30, 20262,864,677 sh (Jun 30, 2026)
13GVanguard Portfolio Management LLC1,868,6935.6%New 5%+ stakeSep 30, 20261,614,469 sh (Jun 30, 2026)
13G/AVanguard Capital Management LLC1,659,2165.0%Newly reportedSep 30, 20261,473,665 sh (Jun 30, 2026)
13G/AColiseum Capital Management, LLC
with Coliseum Capital, LLC, Coliseum Capital Partners, L.P., Coliseum Capital Co-Invest IV, L.P.
1,177,1223.3%Newly reportedJun 30, 2026No 13F filer matched
13G/ABlackRock, Inc.4,675,626
14.0% of class · Sep 30, 2026New 5%+ stake
2,864,677 sh (Jun 30, 2026)
13GVanguard Portfolio Management LLC1,868,693
5.6% of class · Sep 30, 2026New 5%+ stake
1,614,469 sh (Jun 30, 2026)
13G/AVanguard Capital Management LLC1,659,216
5.0% of class · Sep 30, 2026Newly reported
1,473,665 sh (Jun 30, 2026)
13G/AColiseum Capital Management, LLC1,177,122
3.3% of class · Jun 30, 2026Newly reported
with Coliseum Capital, LLC, Coliseum Capital Partners, L.P., Coliseum Capital Co-Invest IV, L.P.
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,418,800
0.0% of portfolio›$177.1M
Channing Capital Management, LLC669,389
2.2% of portfolio›$83.5M
Bank of New York Mellon Corp552,023
0.0% of portfolio›$68.9M
Allspring Global Investments Holdings, LLC318,458
0.1% of portfolio›$42.0M
Thrivent Financial for Lutherans164,786
0.1% of portfolio›$20.6M
Penn Capital Management Company, LLC153,511
1.4% of portfolio›$19.2M
Principal Financial Group Inc149,058
0.0% of portfolio›$18.6M
Pictet Asset Management Holding SA120,039
0.0% of portfolio›$15.0M
Granite Investment Partners, LLC109,887
0.7% of portfolio›$13.7M
AGF Management LTD61,880
0.0% of portfolio›$7.7M
Evergreen Capital Management LLC55,860
0.1% of portfolio›$7.0M
King Luther Capital Management Corp50,228
0.0% of portfolio›$6.3M
D.A. Davidson & Co.45,318
0.0% of portfolio›$5.7M
Blue Zone Wealth Advisors, LLC41,732
0.8% of portfolio›$5.2M
Moody Aldrich Partners LLC32,275
0.8% of portfolio›$4.0M
Virginia Retirement Systems ET Al25,200
0.0% of portfolio›$3.1M
Wilson Asset Management (International) PTY LTD23,500
0.8% of portfolio›$2.9M
Salem Investment Counselors Inc22,845
0.1% of portfolio›$2.9M
Wedge Capital Management L L P21,819
0.0% of portfolio›$2.7M
Lisanti Capital Growth, LLC21,230
0.7% of portfolio›$2.6M
Harbor Capital Advisors, Inc.19,857
0.4% of portfolio›$2.5M
Apollon Wealth Management, LLC17,501
0.0% of portfolio›$2.2M
Creative Planning16,902
0.0% of portfolio›$2.1M
Motley Fool Asset Management LLC16,640
0.1% of portfolio›$2.1M
IFP Advisors, Inc16,531
0.0% of portfolio›$2.1M
Louisiana State Employees Retirement System13,100
0.0% of portfolio›$1.6M
Wolverine Asset Management LLC12,896
0.0% of portfolio›$1.6M
Fifth Third Bancorp12,490
0.0% of portfolio›$1.6M
Sterling Capital Management LLC12,258
0.0% of portfolio›$1.5M
Prospera Financial Services Inc10,845
0.0% of portfolio›$1.8M
State of New Jersey Common Pension Fund D10,712
0.0% of portfolio›$1.3M
Fulcrum Asset Management LLP10,334
0.1% of portfolio›$1.3M
Tectonic Advisors LLC9,048
0.1% of portfolio›$1.1M
Arizona State Retirement System8,942
0.0% of portfolio›$1.1M
Bailard, Inc.8,540
0.0% of portfolio›$1.1M
Yousif Capital Management, LLC8,420
0.0% of portfolio›$1.1M
Amalgamated Bank8,049
0.0% of portfolio›$1.0M
Central Pacific Bank - Trust Division7,700
0.1% of portfolio›$961.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS7,247
0.0% of portfolio›$904.4K
Oregon Public Employees Retirement Fund6,900
0.0% of portfolio›$861.1K
Maryland State Retirement & Pension System6,835
0.0% of portfolio›$853.0K
US Bancorp \de\6,616
0.0% of portfolio›$825.7K
State of Alaska, Department of Revenue6,389
0.0% of portfolio›$796
Hudson Edge Investment Partners Inc.6,239
0.1% of portfolio›$778.6K
Welch Group, LLC5,803
0.0% of portfolio›$724.2K
Argent Capital Management LLC5,640
0.0% of portfolio›$703.9K
Strs Ohio5,600
0.0% of portfolio›$698.9K
Atria Investments, Inc5,071
0.0% of portfolio›$632.8K
John G Ullman & Associates Inc4,675
0.1% of portfolio›$583.4K
Citigroup Inc4,664
0.0% of portfolio›$582.1K
ProShare Advisors LLC4,567
0.0% of portfolio›$570.0K
DekaBank Deutsche Girozentrale4,221
0.0% of portfolio›$542
Truist Financial Corp3,523
0.0% of portfolio›$439.6K
Mutual of America Capital Management LLC3,509
0.0% of portfolio›$437.9K
Crossmark Global Holdings, Inc.3,328
0.0% of portfolio›$415.3K
Xponance LLC3,289
0.0% of portfolio›$410.5K
Diversified Management Inc3,095
0.1% of portfolio›$386.3K
Elevation Point Wealth Partners, LLC3,034
0.0% of portfolio›$378.7K
Lido Advisors, LLC2,879
0.0% of portfolio›$359.3K
Keybank National Association2,593
0.0% of portfolio›$323.6K
Midwest Financial Group LLC2,465
0.1% of portfolio›$307.6K
Ashton Thomas Private Wealth, LLC2,388
0.0% of portfolio›$298.1K
CIBC Asset Management Inc2,303
0.0% of portfolio›$287.4K
Jacobi Capital Management LLC1,930
0.0% of portfolio›$240.9K
Swiss Life Asset Management Ltd1,831
0.0% of portfolio›$228.5K
Abacus Wealth Partners, LLC1,768
0.0% of portfolio›$220.7K
Davenport & Co LLC1,705
0.0% of portfolio›$212.8K
Nisa Investment Advisors, LLC1,513
0.0% of portfolio›$188.8K
MassMutual Private Wealth & Trust, FSB1,425
0.0% of portfolio›$177.8K
Pinnacle Wealth Planning Services, Inc.1,414
0.0% of portfolio›$176.5K
KBC Group NV1,152
0.0% of portfolio›$144.0K
New York State Teachers Retirement System800
0.0% of portfolio›$100.0K
Gleason Group, Inc.534
0.0% of portfolio›$66.6K
Gamma Investing LLC492
0.0% of portfolio›$61.4K
State of Wyoming469
0.0% of portfolio›$58.5K
Kelleher Financial Advisors460
0.0% of portfolio›$57.4K
LFA - Lugano Financial Advisors SA455
0.0% of portfolio›$56.8K
Cullen T Bankers, Inc.438
0.0% of portfolio›$54.7K
Exchange Traded Concepts, LLC266
0.0% of portfolio›$33.2K
Ares Financial Consulting, LLC214
0.0% of portfolio›$26.7K
CX Institutional213
0.0% of portfolio›$27
Versant Capital Management, Inc183
0.0% of portfolio›$22.8K
BI Asset Management Fondsmaeglerselskab A/S167
0.0% of portfolio›$21.0K
Farther Finance Advisors, LLC161
0.0% of portfolio›$20.1K
Root Financial Partners, LLC130
0.0% of portfolio›$16.2K
Caitong International Asset Management Co., Ltd121
0.0% of portfolio›$15.1K
Princeton Global Asset Management LLC110
0.0% of portfolio›$13.7K
Covestor Ltd96
0.0% of portfolio›$12.0K
Cape Investment Advisory, Inc.70
0.0% of portfolio›$8.7K
Strengthening Families & Communities, LLC69
0.0% of portfolio›$8.7K
Larson Financial Group LLC63
0.0% of portfolio›$7.8K
Parkside Financial Bank & Trust58
0.0% of portfolio›$7.2K
Mitsubishi UFJ Asset Management Co., Ltd.51
0.0% of portfolio›$6.4K
Signaturefd, LLC47
0.0% of portfolio›$5.9K
J.Safra Asset Management Corp47
0.0% of portfolio›$5.9K
Parallel Advisors, LLC41
0.0% of portfolio›$5.1K
Bayforest Capital Ltd40
0.0% of portfolio›$5.0K
First Horizon Corp35
0.0% of portfolio›$4.4K
Simplex Trading, LLC35
0.0% of portfolio›$4.4K
Physician Wealth Advisors, Inc.35
0.0% of portfolio›$4.4K
Ascentis Independent Advisors32
0.0% of portfolio›$4.0K
SJS Investment Consulting Inc.31
0.0% of portfolio›$3.9K
Lynch Investment Planning, LLC30
0.0% of portfolio›$3.7K
JFS Wealth Advisors, LLC27
0.0% of portfolio›$3.4K
Salomon & Ludwin, LLC26
0.0% of portfolio›$3.2K
Fortitude Family Office, LLC26
0.0% of portfolio›$3.2K
UMB Private Wealth Management, LLC26
0.0% of portfolio›$3.2K
Creative Capital Management Investments LLC25
0.0% of portfolio›$3.1K
Elyxium Wealth, LLC24
0.0% of portfolio›$3.0K
EverSource Wealth Advisors, LLC24
0.0% of portfolio›$3.0K
Farmers & Merchants Investments Inc24
0.0% of portfolio›$3.0K
Avion Wealth16
0.0% of portfolio›$1
Golden State Wealth Management, LLC15
0.0% of portfolio›$1.9K
DiNuzzo Private Wealth, Inc.11
0.0% of portfolio›$758
Torren Management, LLC10
0.0% of portfolio›$1.2K
Bell Investment Advisors, Inc10
0.0% of portfolio›$1.2K
Essential Partners LLC8
0.0% of portfolio›$998
Assetmark, Inc8
0.0% of portfolio›$998
Bare Financial Services, Inc6
0.0% of portfolio›$749
Valley National Advisers Inc6
0.0% of portfolio›$749
Provenance Wealth Advisors, LLC5
0.0% of portfolio›$624
Bay Harbor Wealth Management, LLC5
0.0% of portfolio›$624
SBI Securities Co., Ltd.5
0.0% of portfolio›$624
Ascentis Wealth Management, LLC4
0.0% of portfolio›$499
Bokf, NA3
0.0% of portfolio›$374
Buck Wealth Strategies, LLC3
0.0% of portfolio›$374
DecisionPoint Financial, LLC2
0.0% of portfolio›$264
Davis Capital Management2
0.0% of portfolio›$250
Valued Wealth Advisors LLC2
0.0% of portfolio›$250
Financial Consulate, Inc2
0.0% of portfolio›$250
Hughes Financial Services, LLC2
0.0% of portfolio›$348
Manchester Capital Management LLC2
0.0% of portfolio›$250
Gilpin Wealth Management, LLC2
0.0% of portfolio›$250
Proathlete Wealth Management LLC1
0.0% of portfolio›$124
Mather Group, Llc.1
0.0% of portfolio›$125
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,418,800$177.1M0.0%IndexLowAustin, TX2026-11-04
Channing Capital Management, LLC
669,389$83.5M2.2%ValueHighChicago, IL2026-11-02
Bank of New York Mellon Corp
552,023$68.9M0.0%CoreLowNew York, NY2026-11-05
Allspring Global Investments Holdings, LLC
318,458$42.0M0.1%CoreMediumCharlotte, NC2026-11-04
Thrivent Financial for Lutherans
164,786$20.6M0.1%GARPMediumMinneapolis, MN2026-11-05
Penn Capital Management Company, LLC
153,511$19.2M1.4%ValueHighPhiladelphia, PA2026-11-04
Principal Financial Group Inc
149,058$18.6M0.0%CoreLowDes Moines, IA2026-11-02
Pictet Asset Management Holding SA
120,039$15.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Granite Investment Partners, LLC
109,887$13.7M0.7%CoreMediumEl Segundo, CA2026-11-04
AGF Management LTD
61,880$7.7M0.0%GrowthHighToronto, Australia2026-11-03
Evergreen Capital Management LLC
55,860$7.0M0.1%GARPMediumBellevue, WA2026-10-23
King Luther Capital Management Corp
50,228$6.3M0.0%CoreLowFort Worth, TX2026-11-05
D.A. Davidson & Co.
45,318$5.7M0.0%CoreLowGreat Falls, MT2026-10-28
Blue Zone Wealth Advisors, LLC
41,732$5.2M0.8%MomentumLowLos Angeles, CA2026-10-19
Moody Aldrich Partners LLC
32,275$4.0M0.8%ValueHighMarblehead, MA2026-10-27
Virginia Retirement Systems ET Al
25,200$3.1M0.0%CoreMediumRichmond, VA2026-10-28
Wilson Asset Management (International) PTY LTD
23,500$2.9M0.8%CoreHighSydney, China2026-10-26
Salem Investment Counselors Inc
22,845$2.9M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
Wedge Capital Management L L P
21,819$2.7M0.0%ValueMediumCharlotte, NC2026-10-13
Lisanti Capital Growth, LLC
21,230$2.6M0.7%GrowthVery HighNew York, NY2026-11-05
Harbor Capital Advisors, Inc.
19,857$2.5M0.4%ValueHighChicago, IL2026-10-22
Apollon Wealth Management, LLC
17,501$2.2M0.0%GrowthLowMount Pleasant, SC2026-10-23
Creative Planning
16,902$2.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Motley Fool Asset Management LLC
16,640$2.1M0.1%GrowthMediumAlexandria, VA2026-10-27
IFP Advisors, Inc
16,531$2.1M0.0%GrowthLowTampa, FL2026-10-16
Louisiana State Employees Retirement System
13,100$1.6M0.0%IndexLowBaton Rouge, LA2026-10-20
Wolverine Asset Management LLC
12,896$1.6M0.0%Deep ValueVery HighChicago, IL2026-11-02
Fifth Third Bancorp
12,490$1.6M0.0%IndexVery LowCincinnati, OH2026-11-05
Sterling Capital Management LLC
12,258$1.5M0.0%GARPMediumCharlotte, NC2026-10-22
Prospera Financial Services Inc
10,845$1.8M0.0%CoreMediumDallas, TX2026-11-04
State of New Jersey Common Pension Fund D
10,712$1.3M0.0%CoreLowTrenton, NJ2026-11-05
Fulcrum Asset Management LLP
10,334$1.3M0.1%CoreMediumLondon, United Kingdom2026-11-04
Tectonic Advisors LLC
9,048$1.1M0.1%YieldLowFrisco, TX2026-10-22
Arizona State Retirement System
8,942$1.1M0.0%IndexVery LowPhoenix, AZ2026-11-03
Bailard, Inc.
8,540$1.1M0.0%GrowthMediumFoster City, CA2026-10-13
Yousif Capital Management, LLC
8,420$1.1M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
8,049$1.0M0.0%CoreVery LowNew York, NY2026-10-23
Central Pacific Bank - Trust Division
7,700$961.0K0.1%CoreMediumHonolulu, HI2026-10-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
7,247$904.4K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
6,900$861.1K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
6,835$853.0K0.0%IndexVery LowBaltimore, MD2026-11-05
US Bancorp \de\
6,616$825.7K0.0%IndexLowMinneapolis, MN2026-11-05
State of Alaska, Department of Revenue
6,389$7960.0%CoreVery LowJuneau, AK2026-10-15
Hudson Edge Investment Partners Inc.
6,239$778.6K0.1%Deep ValueMediumJersey City, NJ2026-10-28
Welch Group, LLC
5,803$724.2K0.0%CoreVery LowBirmingham, AL2026-10-29
Argent Capital Management LLC
5,640$703.9K0.0%CoreMediumSt Louis, MO2026-10-05
Strs Ohio
5,600$698.9K0.0%CoreMediumColumbus, OH2026-10-30
Atria Investments, Inc
5,071$632.8K0.0%CoreMediumCharlotte, NC2026-10-15
John G Ullman & Associates Inc
4,675$583.4K0.1%CoreLowCorning, NY2026-11-04
Citigroup Inc
4,664$582.1K0.0%CoreMediumNew York, NY2026-11-04
ProShare Advisors LLC
4,567$570.0K0.0%GrowthLowBethesda, MD2026-10-29
DekaBank Deutsche Girozentrale
4,221$5420.0%CoreLowFrankfurt, Hong Kong2026-10-27
Truist Financial Corp
3,523$439.6K0.0%CoreLowCharlotte, NC2026-10-30
Mutual of America Capital Management LLC
3,509$437.9K0.0%IndexLowNew York, NY2026-10-23
Crossmark Global Holdings, Inc.
3,328$415.3K0.0%GARPMediumHouston, TX2026-10-21
Xponance LLC
3,289$410.5K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Diversified Management Inc
3,095$386.3K0.1%CoreVery LowMilwaukee, WI2026-10-08
Elevation Point Wealth Partners, LLC
3,034$378.7K0.0%CoreHighDenver, CO2026-11-05
Lido Advisors, LLC
2,879$359.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Keybank National Association
2,593$323.6K0.0%CoreLowBrooklyn, OH2026-11-04
Midwest Financial Group LLC
2,465$307.6K0.1%ETFLowOverland Park, KS2026-10-15
Ashton Thomas Private Wealth, LLC
2,388$298.1K0.0%CoreMediumScottsdale, AZ2026-11-03
CIBC Asset Management Inc
2,303$287.4K0.0%GARPLowToronto, South Africa2026-11-05
Jacobi Capital Management LLC
1,930$240.9K0.0%CoreLowPittston, PA2026-11-05
Swiss Life Asset Management Ltd
1,831$228.5K0.0%CoreLowZurich, Switzerland2026-11-03
Abacus Wealth Partners, LLC
1,768$220.7K0.0%ETFLowSanta Monica, CA2026-11-03
Davenport & Co LLC
1,705$212.8K0.0%CoreMediumRichmond, VA2026-10-14
Nisa Investment Advisors, LLC
1,513$188.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
MassMutual Private Wealth & Trust, FSB
1,425$177.8K0.0%CoreLowSpringfield, MA2026-10-05
Pinnacle Wealth Planning Services, Inc.
1,414$176.5K0.0%GARPLowMansfield, OH2026-10-27
KBC Group NV
1,152$144.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
New York State Teachers Retirement System
800$100.0K0.0%CoreVery LowAlbany, NY2026-10-22
Gleason Group, Inc.
534$66.6K0.0%ETFVery LowProspect, KY2026-10-15
Gamma Investing LLC
492$61.4K0.0%IndexVery LowFoster City, CA2026-10-08
State of Wyoming
469$58.5K0.0%ValueHighCheyenne, WY2026-10-28
Kelleher Financial Advisors
460$57.4K0.0%CoreMediumNew York, NY2026-10-30
LFA - Lugano Financial Advisors SA
455$56.8K0.0%ETFLowLugano, Switzerland2026-11-03
Cullen T Bankers, Inc.
438$54.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Exchange Traded Concepts, LLC
266$33.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
Ares Financial Consulting, LLC
214$26.7K0.0%CoreLowCalabasas, CA2026-10-19
CX Institutional
213$270.0%CoreMediumAuburn, IN2026-10-02
Versant Capital Management, Inc
183$22.8K0.0%GARPLowPhoenix, AZ2026-10-02
BI Asset Management Fondsmaeglerselskab A/S
167$21.0K0.0%CoreMediumKobenhavn, Greece2026-10-22
Farther Finance Advisors, LLC
161$20.1K0.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
130$16.2K0.0%ETFMediumEncinitas, CA2026-10-21
Caitong International Asset Management Co., Ltd
121$15.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Princeton Global Asset Management LLC
110$13.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Covestor Ltd
96$12.0K0.0%ValueHighLondon, United Kingdom2026-10-30
Cape Investment Advisory, Inc.
70$8.7K0.0%ETFLowMcdonough, GA2026-10-13
Strengthening Families & Communities, LLC
69$8.7K0.0%CoreMediumBoston, MA2026-10-21
Larson Financial Group LLC
63$7.8K0.0%GrowthLowSt Louis, MO2026-11-05
Parkside Financial Bank & Trust
58$7.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
51$6.4K0.0%IndexVery LowTokyo, Mexico2026-11-05
Signaturefd, LLC
47$5.9K0.0%IndexLowAtlanta, GA2026-10-23
J.Safra Asset Management Corp
47$5.9K0.0%ETFLowNew York, NY2026-11-03
Parallel Advisors, LLC
41$5.1K0.0%IndexLowSan Francisco, CA2026-11-03
Bayforest Capital Ltd
40$5.0K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
First Horizon Corp
35$4.4K0.0%CoreLowMemphis, TN2026-10-26
Simplex Trading, LLC
35$4.4K0.0%CoreVery HighChicago, IL2026-11-04
Physician Wealth Advisors, Inc.
35$4.4K0.0%ETFMediumMidvale, UT2026-10-20
Ascentis Independent Advisors
32$4.0K0.0%ETFLowDallas, TX2026-11-03
SJS Investment Consulting Inc.
31$3.9K0.0%ETFVery LowSylvania, OH2026-10-26
Lynch Investment Planning, LLC
30$3.7K0.0%ETFLowNewtown Square, PA2026-10-27
JFS Wealth Advisors, LLC
27$3.4K0.0%ETFVery LowHermitage, PA2026-11-03
Salomon & Ludwin, LLC
26$3.2K0.0%ETFVery LowRichmond, VA2026-10-29
Fortitude Family Office, LLC
26$3.2K0.0%ETFMediumScottsdale, AZ2026-10-14
UMB Private Wealth Management, LLC
26$3.2K0.0%GrowthN/AKansas City, MO2026-10-19
Creative Capital Management Investments LLC
25$3.1K0.0%ETFLowSan Diego, CA2026-10-28
Elyxium Wealth, LLC
24$3.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
EverSource Wealth Advisors, LLC
24$3.0K0.0%CoreMediumBirmingham, AL2026-11-04
Farmers & Merchants Investments Inc
24$3.0K0.0%CoreVery LowLincoln, NE2026-10-22
Avion Wealth
16$10.0%ETFLowThe Woodlands, TX2026-11-04
Golden State Wealth Management, LLC
15$1.9K0.0%ETFMediumSanta Ana, CA2026-11-02
DiNuzzo Private Wealth, Inc.
11$7580.0%ETFLowBeaver, PA2026-10-16
Torren Management, LLC
10$1.2K0.0%ETFMediumSan Diego, CA2026-10-29
Bell Investment Advisors, Inc
10$1.2K0.0%ETFVery LowOrinda, CA2026-10-29
Essential Partners LLC
8$9980.0%ValueMediumRancho Santa Fe, CA2026-10-14
Assetmark, Inc
8$9980.0%ETFLowConcord, CA2026-10-21
Bare Financial Services, Inc
6$7490.0%ETFVery LowGap, PA2026-11-04
Valley National Advisers Inc
6$7490.0%ETFLowBethlehem, PA2026-10-23
Provenance Wealth Advisors, LLC
5$6240.0%ETFLowFort Lauderdale, FL2026-10-30
Bay Harbor Wealth Management, LLC
5$6240.0%ETFMediumHunt Valley, MD2026-11-03
SBI Securities Co., Ltd.
5$6240.0%Agg GrowthLowTokyo, Mexico2026-10-22
Ascentis Wealth Management, LLC
4$4990.0%Agg GrowthLowDallas, TX2026-11-03
Bokf, NA
3$3740.0%CoreLowTulsa, OK2026-10-27
Buck Wealth Strategies, LLC
3$3740.0%ValueMediumDenver, CO2026-10-28
DecisionPoint Financial, LLC
2$2640.0%ETFVery LowMesa, AZ2026-10-27
Davis Capital Management
2$2500.0%CoreLowJacksonville, FL2026-10-08
Valued Wealth Advisors LLC
2$2500.0%IndexVery LowHolladay, UT2026-11-05
Financial Consulate, Inc
2$2500.0%ETFLowHunt Valley, MD2026-10-23
Hughes Financial Services, LLC
2$3480.0%ETFLowHerndon, VA2026-10-30
Manchester Capital Management LLC
2$2500.0%CoreLowManchester, VT2026-10-22
Gilpin Wealth Management, LLC
2$2500.0%GrowthLowDenver, CO2026-10-09
Proathlete Wealth Management LLC
1$1240.0%ETFVery LowBoca Raton, FL2026-10-15
Mather Group, Llc.
1$1250.0%ETFMediumChicago, IL2026-10-14