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Huntington Ingalls Industrie (HII)

CUSIP: 446413106 | NYSE | Industrials · Aerospace & Defense | Large Cap | 2343 institutional holders

Quarters

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

Dimensional Fund Advisors LP1,081,154
0.1% of portfolio›$288.7M
Principal Financial Group Inc129,876
0.0% of portfolio›$34.7M
Investment Management Associates Inc115,156
6.3% of portfolio›$30.8M
Todd Asset Management LLC101,869
0.5% of portfolio›$27.2M
Citigroup Inc89,321
0.0% of portfolio›$23.9M
Gradient Investments LLC66,041
0.3% of portfolio›$17.6M
Mitsubishi UFJ Asset Management Co., Ltd.59,262
0.0% of portfolio›$15.8M
Wealth Enhancement Advisory Services, LLC50,362
0.0% of portfolio›$13.3M
Assetmark, Inc48,820
0.0% of portfolio›$13.0M
Oppenheimer Asset Management Inc.44,048
0.1% of portfolio›$11.8M
Creative Planning36,481
0.0% of portfolio›$9.7M
Old National Bancorp34,793
0.2% of portfolio›$9.3M
New York State Teachers Retirement System32,990
0.0% of portfolio›$8.8M
Kestra Advisory Services, LLC30,192
0.0% of portfolio›$8.1M
Markel Group Inc.27,500
0.1% of portfolio›$7.3M
Covea Finance26,885
0.2% of portfolio›$7.2M
Walled Lake Planning & Wealth Management, LLC25,361
1.6% of portfolio›$6.8M
AGF Management LTD25,154
0.0% of portfolio›$6.7M
Insight Wealth Strategies, LLC22,969
0.6% of portfolio›$6.1M
Builder Investment Group Inc19,895
1.1% of portfolio›$5.3M
Mirae Asset Global Investments Co., Ltd.15,310
0.0% of portfolio›$4.1M
Hennion & Walsh Asset Management, Inc.14,759
0.1% of portfolio›$3.9M
Wasatch Advisors LP14,288
0.0% of portfolio›$3.8M
Farmers & Merchants Investments Inc13,926
0.1% of portfolio›$3.7M
Americana Partners, LLC13,405
0.1% of portfolio›$3.6M
Commonwealth Equity Services, LLC13,161
0.0% of portfolio›$3.5M
Graphene Investments SAS13,100
1.9% of portfolio›$3.5M
State of New Jersey Common Pension Fund D12,536
0.0% of portfolio›$3.3M
CenterBook Partners LP12,473
0.2% of portfolio›$3.3M
Prevail Innovative Wealth Advisors, LLC11,688
0.4% of portfolio›$3.0M
Baker Ellis Asset Management LLC11,685
0.3% of portfolio›$3.1M
Truist Financial Corp11,562
0.0% of portfolio›$3.1M
CPC Advisors, LLC11,474
0.4% of portfolio›$3.1M
Ascent Wealth Partners, LLC11,410
0.3% of portfolio›$3.0M
Czech National Bank11,322
0.0% of portfolio›$3.0M
Arizona State Retirement System11,098
0.0% of portfolio›$3.0M
ProShare Advisors LLC10,939
0.0% of portfolio›$2.9M
Ellsworth Advisors, LLC10,693
0.5% of portfolio›$2.9M
State of Michigan Retirement System9,906
0.0% of portfolio›$2.6M
Citizens Financial Group Inc9,227
0.0% of portfolio›$2.5M
State of Alaska, Department of Revenue9,015
0.0% of portfolio›$2.4K
Oak Thistle LLC8,831
0.2% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.8,810
0.0% of portfolio›$2.4M
Union Bancaire Privee, UBP SA8,748
0.0% of portfolio›$1.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,706
0.0% of portfolio›$2.3M
CIBC Asset Management Inc8,671
0.0% of portfolio›$2.3M
Retirement Systems of Alabama8,264
0.0% of portfolio›$2.2M
Northcape Wealth Management, LLC8,238
0.6% of portfolio›$2.2M
Bailard, Inc.8,202
0.0% of portfolio›$2.2M
SS&H Financial Advisors, Inc.8,070
1.3% of portfolio›$2.2M
O'Keefe Stevens Advisory, Inc.7,465
0.4% of portfolio›$2.0M
Pictet Asset Management Holding SA7,180
0.0% of portfolio›$1.9M
Capital Investment Advisors, LLC6,981
0.0% of portfolio›$1.9M
Swiss Life Asset Management Ltd6,954
0.0% of portfolio›$1.9M
Virginia Retirement Systems ET Al6,930
0.0% of portfolio›$1.9M
Amalgamated Bank6,751
0.0% of portfolio›$1.8M
Burney Co/6,645
0.0% of portfolio›$1.8M
Carnegie Investment Counsel6,612
0.0% of portfolio›$1.8M
Gateway Investment Advisers LLC6,594
0.0% of portfolio›$1.8M
Neos Investment Management LLC6,569
0.0% of portfolio›$1.8M
Atria Investments, Inc6,548
0.0% of portfolio›$1.7M
Harel Insurance Investments & Financial Services Ltd.6,343
0.0% of portfolio›$1.7M
Robeco Institutional Asset Management B.V.5,827
0.0% of portfolio›$1.6M
First Horizon Corp5,503
0.1% of portfolio›$1.5M
New York Life Investment Management LLC5,407
0.0% of portfolio›$1.4M
Torray Investment Partners LLC5,324
0.2% of portfolio›$1.4M
Nisa Investment Advisors, LLC5,072
0.0% of portfolio›$1.4M
Linden Thomas Advisory Services, LLC4,996
0.1% of portfolio›$1.3M
Oregon Public Employees Retirement Fund4,845
0.0% of portfolio›$1.3M
Y-Intercept (Hong Kong) Ltd4,653
0.0% of portfolio›$1.2M
Vest Financial, LLC4,476
0.0% of portfolio›$1.2M
Xponance LLC4,395
0.0% of portfolio›$1.2M
Cascade Investment Advisors, Inc.4,365
0.7% of portfolio›$1.2M
TD Waterhouse Canada Inc.4,347
0.0% of portfolio›$1.2M
Byrne Asset Management LLC4,321
0.7% of portfolio›$1.2M
CX Institutional4,303
0.0% of portfolio›$1.1K
Montag A & Associates Inc4,031
0.0% of portfolio›$1.1M
Mutual of America Capital Management LLC4,021
0.0% of portfolio›$1.1M
Archer Investment Corp4,000
0.2% of portfolio›$1.1M
Vise Technologies, Inc.3,947
0.0% of portfolio›$1.1M
Patriot Financial Group Insurance Agency, LLC3,858
0.1% of portfolio›$1.0M
Old North State Wealth Management, LLC3,852
0.4% of portfolio›$1.0M
Peddock Capital Advisors, LLC3,711
0.2% of portfolio›$991.1K
Capital Investment Counsel, Inc3,696
0.1% of portfolio›$987.1K
Gen-Wealth Partners Inc3,557
0.3% of portfolio›$949.9K
Gamma Investing LLC3,523
0.0% of portfolio›$940.9K
Financiere des Professionnels - Fonds d'investissement inc.3,469
0.1% of portfolio›$926.5K
Quadrant Capital Group LLC3,437
0.0% of portfolio›$886.2K
Calamos Wealth Management LLC3,428
0.0% of portfolio›$915.5K
Daiwa Securities Group Inc.3,407
0.0% of portfolio›$909.9K
Financial Solutions Advisory Group, Inc.3,264
0.1% of portfolio›$887.8K
AlphaCore Capital LLC3,256
0.0% of portfolio›$869.6K
Werlinich Asset Management, LLC3,235
0.3% of portfolio›$864.0K
Forza Wealth Management, LLC3,025
0.2% of portfolio›$807.9K
Revisor Wealth Management LLC2,904
0.2% of portfolio›$782.5K
Bangor Savings Bank2,902
0.1% of portfolio›$775.0K
Davenport & Co LLC2,796
0.0% of portfolio›$746.6K
UniSuper Management Pty Ltd2,659
0.0% of portfolio›$710.1K
Total Wealth Planning & Management, Inc.2,620
0.5% of portfolio›$699.7K
Roman Butler Fullerton & Co2,619
0.2% of portfolio›$706.3K
Pathway Financial Advisers, LLC2,573
0.2% of portfolio›$687.2K
Yousif Capital Management, LLC2,564
0.0% of portfolio›$684.8K
Sowell Financial Services LLC2,527
0.0% of portfolio›$674.9K
Larson Financial Group LLC2,508
0.0% of portfolio›$669.9K
Jackson Square Capital, LLC2,421
0.1% of portfolio›$646.6K
IFP Advisors, Inc2,409
0.0% of portfolio›$643.4K
Sumitomo Mitsui Trust Group, Inc.2,356
0.0% of portfolio›$629.2K
Wealth Quarterback LLC2,322
0.2% of portfolio›$620.1K
Park Avenue Securities LLC2,321
0.0% of portfolio›$620.0K
Blue Trust, Inc.2,311
0.0% of portfolio›$617.3K
Alessandra Capital Management, LLC2,290
0.4% of portfolio›$611.6K
Studio Investment Management LLC2,262
0.1% of portfolio›$604.1K
1834 Investment Advisors Co2,223
0.1% of portfolio›$593.7K
Prospera Financial Services Inc2,186
0.0% of portfolio›$692.7K
Allspring Global Investments Holdings, LLC2,185
0.0% of portfolio›$599.4K
Searle & Co.2,126
0.1% of portfolio›$567.8K
Hartford Investment Management Co2,113
0.0% of portfolio›$564.3K
Fulcrum Wealth Advisors, LLC2,100
0.4% of portfolio›$560.8K
Oakworth Capital, Inc.2,084
0.0% of portfolio›$556.6K
Fulcrum Asset Management LLP2,078
0.0% of portfolio›$539.5K
MGO One Seven LLC2,056
0.0% of portfolio›$549.2K
Cullinan Associates Inc2,000
0.0% of portfolio›$534.1K
Goelzer Investment Management, Inc.2,000
0.0% of portfolio›$534.1K
Koshinski Asset Management, Inc.1,957
0.0% of portfolio›$522.7K
Oppenheimer & Co Inc1,949
0.0% of portfolio›$520.5K
Louisiana State Employees Retirement System1,900
0.0% of portfolio›$507.4K
B. Riley Wealth Advisors, Inc.1,889
0.0% of portfolio›$504.4K
Leonteq Securities AG1,878
0.0% of portfolio›$501.6K
Carlson Financial, Inc.1,841
0.3% of portfolio›$491.8K
Ethic Inc.1,797
0.0% of portfolio›$480.0K
Asset Management One Co., Ltd.1,795
0.0% of portfolio›$479.4K
RFG - Bristol Wealth Advisors, LLC1,781
0.1% of portfolio›$475.6K
D.A. Davidson & Co.1,779
0.0% of portfolio›$475.1K
Themes Management Co LLC1,771
0.3% of portfolio›$473.0K
Private Trust Co NA1,767
0.0% of portfolio›$471.9K
Kestra Private Wealth Services, LLC1,722
0.0% of portfolio›$460.0K
HB Wealth Management, LLC1,693
0.0% of portfolio›$352.0K
Steph & Co1,691
0.1% of portfolio›$451.6K
Guilbault Capital LLC1,676
0.4% of portfolio›$447.6K
Tema Etfs LLC1,670
0.0% of portfolio›$446.0K
Signaturefd, LLC1,665
0.0% of portfolio›$444.7K
Sigma Planning Corp1,648
0.0% of portfolio›$456.0K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies1,567
0.3% of portfolio›$418.5K
Imc-Chicago, LLC1,498
0.0% of portfolio›$400.1K
Mesirow Financial Investment Management, Inc.1,487
0.0% of portfolio›$397.2K
Brookstone Capital Management1,461
0.0% of portfolio›$390.1K
Farther Finance Advisors, LLC1,428
0.0% of portfolio›$381.3K
Evergreen Capital Management LLC1,423
0.0% of portfolio›$380.0K
Verity Asset Management, Inc.1,419
0.1% of portfolio›$378.9K
Keybank National Association1,403
0.0% of portfolio›$374.7K
TD Private Client Wealth LLC1,395
0.0% of portfolio›$372.6K
Courier Capital LLC1,393
0.0% of portfolio›$372.0K
Bright Futures Wealth Management, Llc.1,387
0.3% of portfolio›$370.4K
KBC Group NV1,377
0.0% of portfolio›$368.0K
V-Square Quantitative Management LLC1,364
0.0% of portfolio›$364.3K
Mirador Capital Partners LP1,331
0.0% of portfolio›$355.5K
MacKenzie Financial Corp1,284
0.0% of portfolio›$342.9K
Greenwood Capital Associates LLC1,278
0.0% of portfolio›$341.3K
Paladin Wealth, LLC1,254
0.2% of portfolio›$334.8K
Ferguson Wellman Capital Management, Inc1,241
0.0% of portfolio›$331.4K
Sumitomo Mitsui DS Asset Management Company, Ltd1,224
0.0% of portfolio›$326.9K
Fiduciary Financial Group, LLC1,205
0.0% of portfolio›$321.9K
North Dakota State Investment Board1,199
0.0% of portfolio›$320.2K
Strs Ohio1,195
0.0% of portfolio›$319.1K
Whalen Wealth Management Inc.1,193
0.1% of portfolio›$318.6K
Annex Advisory Services, LLC1,176
0.0% of portfolio›$314.0K
Crestwood Advisors Group, LLC1,169
0.0% of portfolio›$312.2K
Wedmont Private Capital1,168
0.0% of portfolio›$309.6K
Sterling Capital Management LLC1,130
0.0% of portfolio›$301.8K
Live Oak Private Wealth LLC1,103
0.0% of portfolio›$294.6K
Compass Wealth Management LLC1,100
0.1% of portfolio›$293.8K
Cypress Wealth Services, LLC1,086
0.0% of portfolio›$286.4K
EdgeRock Capital LLC1,081
0.1% of portfolio›$288.7K
HUB Investment Partners, LLC1,076
0.0% of portfolio›$287.4K
Mather Group, Llc.1,076
0.0% of portfolio›$287.2K
Banque Pictet & CIE SA1,059
0.0% of portfolio›$282.8K
Buttonwood Financial Advisors Inc.1,049
0.1% of portfolio›$280.2K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,045
0.0% of portfolio›$279.1K
Delta Financial Advisors LLC1,045
0.1% of portfolio›$279.2K
Apollon Wealth Management, LLC1,033
0.0% of portfolio›$275.9K
Mine & Arao Wealth Creation & Management, Llc.1,025
0.1% of portfolio›$273.7K
3Chopt Investment Partners, LLC1,015
0.0% of portfolio›$271.1K
Compass Financial Management LLC1,001
0.0% of portfolio›$267.3K
Capital Advisors, Ltd. LLC983
0.1% of portfolio›$263.0K
Ridgewood Investments LLC966
0.1% of portfolio›$258.0K
Kraematon Investment Advisors, Inc961
0.2% of portfolio›$256.5K
Greenleaf Trust956
0.0% of portfolio›$255.3K
Waldron Private Wealth LLC933
0.0% of portfolio›$249.2K
SeaBridge Investment Advisors LLC920
0.0% of portfolio›$245.7K
Moody National Bank Trust Division913
0.0% of portfolio›$243.8K
Albert D Mason Inc910
0.1% of portfolio›$243.0K
CWA Asset Management Group, LLC904
0.0% of portfolio›$241.5K
Axxcess Wealth Management, LLC888
0.0% of portfolio›$237.2K
Concurrent Investment Advisors, LLC831
0.0% of portfolio›$221.9K
Platform Technology Partners823
0.0% of portfolio›$219.7K
Apella Capital, LLC821
0.0% of portfolio›$213.9K
Alliance Wealth Advisors, LLC816
0.1% of portfolio›$217.9K
Marino, Stram & Associates LLC813
0.0% of portfolio›$217.0K
Balboa Wealth Partners793
0.0% of portfolio›$211.9K
Diversify Advisory Services, LLC783
0.0% of portfolio›$209.2K
Diversify Wealth Management, LLC783
0.0% of portfolio›$209.2K
Kingswood Wealth Advisors, LLC774
0.0% of portfolio›$206.8K
Avidian Wealth Enterprises, LLC772
0.0% of portfolio›$206.2K
Frank, Rimerman Advisors LLC761
0.0% of portfolio›$203.2K
Tompkins Financial Corp750
0.0% of portfolio›$200.3K
SBI Securities Co., Ltd.736
0.0% of portfolio›$196.6K
Pavaki Capital Management LLC700
0.1% of portfolio›$186.9K
Bayforest Capital Ltd640
0.3% of portfolio›$170.9K
Parallel Advisors, LLC599
0.0% of portfolio›$160.0K
Cape Investment Advisory, Inc.572
0.0% of portfolio›$152.8K
MassMutual Private Wealth & Trust, FSB549
0.0% of portfolio›$146.6K
Rosenberg Matthew Hamilton525
0.0% of portfolio›$140.2K
Pension & Wealth Management Advisors, Inc.491
0.0% of portfolio›$131.1K
Private Wealth Management Group, LLC458
0.0% of portfolio›$122.3K
Meriwether Wealth & Planning, LLC442
0.1% of portfolio›$118.0K
American Capital Advisory, LLC425
0.0% of portfolio›$113.5K
Simplex Trading, LLC413
0.0% of portfolio›$110.3K
Covestor Ltd412
0.2% of portfolio›$111.0K
Exchange Traded Concepts, LLC400
0.0% of portfolio›$106.8K
Hilltop National Bank386
0.0% of portfolio›$103.1K
Chapman Financial Group, LLC364
0.1% of portfolio›$97.2K
Global Trust Asset Management, LLC356
0.0% of portfolio›$95.1K
EverSource Wealth Advisors, LLC292
0.0% of portfolio›$78.0K
Carota Wealth Management279
0.1% of portfolio›$74.5K
Parkside Financial Bank & Trust225
0.0% of portfolio›$60.1K
GHP Investment Advisors, Inc.224
0.0% of portfolio›$59.8K
Elyxium Wealth, LLC220
0.0% of portfolio›$58.8K
Toth Financial Advisory Corp205
0.0% of portfolio›$54.8K
Towne Trust Company, N.a200
0.0% of portfolio›$53.4K
Bank of New Hampshire200
0.0% of portfolio›$53.4K
Versant Capital Management, Inc172
0.0% of portfolio›$45.9K
Essential Partners LLC172
0.0% of portfolio›$45.9K
Cassaday & Co Wealth Management LLC171
0.0% of portfolio›$45.7K
Manchester Capital Management LLC161
0.0% of portfolio›$43.0K
Hilton Head Capital Partners, LLC159
0.0% of portfolio›$42.5K
Reyes Financial Architecture, Inc.157
0.0% of portfolio›$41.9K
Root Financial Partners, LLC157
0.0% of portfolio›$41.9K
Latitude Advisors, LLC156
0.0% of portfolio›$41.6K
Cromwell Holdings LLC150
0.0% of portfolio›$40.1K
MV Capital Management, Inc.129
0.0% of portfolio›$34.5K
Provenance Wealth Advisors, LLC127
0.0% of portfolio›$33.9K
Deseret Mutual Benefit Administrators120
0.0% of portfolio›$32.0K
Ascentis Independent Advisors108
0.0% of portfolio›$29.0K
DekaBank Deutsche Girozentrale108
0.0% of portfolio›$29.0K
Evermay Wealth Management LLC108
0.0% of portfolio›$28.8K
Spire Wealth Management101
0.0% of portfolio›$27.0K
Coastline Trust Co100
0.0% of portfolio›$26.7K
TFC Financial Management, Inc.99
0.0% of portfolio›$26.4K
Eastern Bank98
0.0% of portfolio›$26.2K
Aspect Partners, LLC93
0.0% of portfolio›$24.8K
Brown, Lisle Ings, Inc.89
0.0% of portfolio›$23.8K
Fortitude Family Office, LLC85
0.0% of portfolio›$22.7K
Moisand Fitzgerald Tamayo, LLC75
0.0% of portfolio›$20.0K
Global X Japan Co., Ltd.74
0.0% of portfolio›$19.8K
Valley National Advisers Inc72
0.0% of portfolio›$19.3K
CoreCap Advisors, LLC69
0.0% of portfolio›$18.6K
Wolff Wiese Magana LLC67
0.0% of portfolio›$17.9K
First Community Trust NA67
0.0% of portfolio›$17.9K
Copeland Capital Management, LLC63
0.0% of portfolio›$17.0K
Buck Wealth Strategies, LLC63
0.0% of portfolio›$16.8K
Rakuten Securities, Inc.58
0.0% of portfolio›$15.5K
Pittenger & Anderson Inc55
0.0% of portfolio›$14.7K
Proathlete Wealth Management LLC52
0.0% of portfolio›$13.9K
Lanark Financial, Inc.51
0.0% of portfolio›$13.6K
Wilkerson Advisory Group LLC51
0.0% of portfolio›$13.6K
Trust Co of Toledo NA50
0.0% of portfolio›$13.4K
Silver Grove Financial Group, Inc.50
0.0% of portfolio›$13.4K
Nemes Rush Group LLC49
0.0% of portfolio›$13.1K
Adirondack Trust Co48
0.0% of portfolio›$12.8K
Hager Investment Management Services, LLC47
0.0% of portfolio›$12.6K
Hughes Financial Services, LLC46
0.0% of portfolio›$14.5K
Westside Investment Management, Inc.46
0.0% of portfolio›$12.3K
Owl Creek Wealth Partners LLC44
0.0% of portfolio›$11.8K
Pinnacle Wealth Planning Services, Inc.44
0.0% of portfolio›$11.8K
JFS Wealth Advisors, LLC44
0.0% of portfolio›$11.8K
Affinity Wealth LLC44
0.0% of portfolio›$12.1K
Elevation Wealth Partners, LLC44
0.0% of portfolio›$11.8K
Concord Wealth Partners42
0.0% of portfolio›$11.2K
Ares Financial Consulting, LLC38
0.0% of portfolio›$10.2K
Physician Wealth Advisors, Inc.36
0.0% of portfolio›$9.6K
DT Investment Partners, LLC36
0.0% of portfolio›$9.6K
Harbor Investment Advisory, LLC33
0.0% of portfolio›$8.8K
Farmers & Merchants Trust Co of Chambersburg PA30
0.0% of portfolio›$8
Plante Moran Financial Advisors, LLC28
0.0% of portfolio›$7.4K
Reap Financial Group, LLC27
0.0% of portfolio›$7.1K
Signature Equity Partners, LLC27
0.0% of portfolio›$7.3K
WPG Advisers, LLC25
0.0% of portfolio›$6.7K
Caldwell Trust Co24
0.0% of portfolio›$6.4K
Godsey & Gibb, Inc23
0.0% of portfolio›$6.1K
Balance Wealth Partners LLC23
0.0% of portfolio›$6.0K
Birch Financial Group, LLC21
0.0% of portfolio›$5.7K
Wilmington Savings Fund Society, FSB20
0.0% of portfolio›$5.3K
Ascentis Wealth Management, LLC20
0.0% of portfolio›$5.3K
Nfsg Corp20
0.0% of portfolio›$5.3K
St. Johns Investment Management Company, LLC19
0.0% of portfolio›$5.1K
Creative Financial Designs Inc18
0.0% of portfolio›$4.8K
Bell Investment Advisors, Inc17
0.0% of portfolio›$4.5K
Mainstream Capital Management LLC17
0.0% of portfolio›$4.5K
PFS Partners, LLC17
0.0% of portfolio›$4.6K
Trust Co of Vermont17
0.0% of portfolio›$4.5K
Creative Capital Management Investments LLC16
0.0% of portfolio›$4.3K
Jnba Financial Advisors15
0.0% of portfolio›$4.0K
Salomon & Ludwin, LLC14
0.0% of portfolio›$3.7K
True Wealth Design, LLC14
0.0% of portfolio›$3.7K
Avion Wealth11
0.0% of portfolio›$2
Rossby Financial, LCC11
0.0% of portfolio›$2.9K
Burk Holdings LLC10
0.0% of portfolio›$2.7K
Acumen Wealth Advisors, LLC10
0.0% of portfolio›$2.7K
MilWealth Group LLC9
0.0% of portfolio›$2.4K
Key FInancial Inc8
0.0% of portfolio›$2.1K
Bay Harbor Wealth Management, LLC8
0.0% of portfolio›$2.1K
Strengthening Families & Communities, LLC7
0.0% of portfolio›$1.9K
SJS Investment Consulting Inc.6
0.0% of portfolio›$1.6K
Elevated Capital Advisors, LLC6
0.0% of portfolio›$1.7K
Grove Bank & Trust6
0.0% of portfolio›$1.6K
Asset Dedication, LLC5
0.0% of portfolio›$1.3K
DiNuzzo Private Wealth, Inc.4
0.0% of portfolio›$1.1K
William Mack & Associates, Inc.4
0.0% of portfolio›$1.1K
Retirement Wealth Solutions LLC4
0.0% of portfolio›$1.1K
Washington Trust Advisors, Inc.4
0.0% of portfolio›$1.1K
Clark Wealth Partners4
0.0% of portfolio›$1.1K
Bfsg, LLC3
0.0% of portfolio›$802
Highline Wealth Partners LLC3
0.0% of portfolio›$801
Sawyer & Company, Inc3
0.0% of portfolio›$801
Foster Dykema Cabot & Partners, LLC3
0.0% of portfolio›$801
Sunrise Financial Services, LLC3
0.0% of portfolio›$801
Nova Financial LLC2
0.0% of portfolio›$535
DecisionPoint Financial, LLC2
0.0% of portfolio›$549
Financial Consulate, Inc2
0.0% of portfolio›$535
Marquette Asset Management, LLC2
0.0% of portfolio›$535
Arlington Trust Co LLC2
0.0% of portfolio›$534
Thurston, Springer, Miller, Herd & Titak, Inc.2
0.0% of portfolio›$534
Evolution Wealth Management Inc.1
0.0% of portfolio›$267
Whipplewood Advisors, LLC1
0.0% of portfolio›$267
Raleigh Capital Management Inc.1
0.0% of portfolio›$340
Bare Financial Services, Inc1
0.0% of portfolio›$267
Signature Resources Capital Management, LLC1
0.0% of portfolio›$267
Triumph Capital Management1
0.0% of portfolio›$267
Maryland Capital Advisors Inc.1
0.0% of portfolio›$268
Activest Wealth Management1
0.0% of portfolio›$267
Nvwm, LLC1
0.0% of portfolio›$267
Community Financial Services Group, LLC1
0.0% of portfolio›$274
Prairie Wealth Advisors, Inc.0
0.1% of portfolio›$366.5K
Tounjian Advisory Partners, LLC0
0.0% of portfolio›$125
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,081,154$288.7M0.1%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
129,876$34.7M0.0%CoreLowDes Moines, IA2026-11-02
Investment Management Associates Inc
115,156$30.8M6.3%Deep ValueMediumGreenwood Village, CO2026-10-29
Todd Asset Management LLC
101,869$27.2M0.5%ValueMediumLouisville, KY2026-10-27
Citigroup Inc
89,321$23.9M0.0%CoreMediumNew York, NY2026-11-04
Gradient Investments LLC
66,041$17.6M0.3%CoreMediumArden Hills, MN2026-10-08
Mitsubishi UFJ Asset Management Co., Ltd.
59,262$15.8M0.0%IndexVery LowTokyo, Mexico2026-11-05
Wealth Enhancement Advisory Services, LLC
50,362$13.3M0.0%CoreLowPlymouth, MN2026-10-13
Assetmark, Inc
48,820$13.0M0.0%ETFLowConcord, CA2026-10-21
Oppenheimer Asset Management Inc.
44,048$11.8M0.1%CoreMediumNew York, NY2026-10-27
Creative Planning
36,481$9.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Old National Bancorp
34,793$9.3M0.2%CoreLowEvansville, IN2026-10-20
New York State Teachers Retirement System
32,990$8.8M0.0%CoreVery LowAlbany, NY2026-10-22
Kestra Advisory Services, LLC
30,192$8.1M0.0%CoreLowAustin, TX2026-11-02
Markel Group Inc.
27,500$7.3M0.1%CoreVery LowGlen Allen, VA2026-10-30
Covea Finance
26,885$7.2M0.2%GrowthMediumParis, India2026-10-21
Walled Lake Planning & Wealth Management, LLC
25,361$6.8M1.6%ETFLowHighland Park, IL2026-10-29
AGF Management LTD
25,154$6.7M0.0%GrowthHighToronto, Australia2026-11-03
Insight Wealth Strategies, LLC
22,969$6.1M0.6%ETFHighSan Ramon, CA2026-10-09
Builder Investment Group Inc
19,895$5.3M1.1%GrowthVery LowAtlanta, GA2026-10-22
Mirae Asset Global Investments Co., Ltd.
15,310$4.1M0.0%GrowthLowSeoul, Malaysia2026-11-03
Hennion & Walsh Asset Management, Inc.
14,759$3.9M0.1%ValueMediumParsippany, NJ2026-10-13
Wasatch Advisors LP
14,288$3.8M0.0%GARPMediumSalt Lake City, UT2026-10-13
Farmers & Merchants Investments Inc
13,926$3.7M0.1%CoreVery LowLincoln, NE2026-10-22
Americana Partners, LLC
13,405$3.6M0.1%CoreMediumHouston, TX2026-10-28
Commonwealth Equity Services, LLC
13,161$3.5M0.0%ETFLowWaltham, MA2026-11-02
Graphene Investments SAS
13,100$3.5M1.9%GARPMediumParis, India2026-10-22
State of New Jersey Common Pension Fund D
12,536$3.3M0.0%CoreLowTrenton, NJ2026-11-05
CenterBook Partners LP
12,473$3.3M0.2%ValueVery HighGreenwich, CT2026-11-02
Prevail Innovative Wealth Advisors, LLC
11,688$3.0M0.4%CoreVery HighLeawood, KS2026-10-20
Baker Ellis Asset Management LLC
11,685$3.1M0.3%GARPVery LowVancouver, WA2026-10-14
Truist Financial Corp
11,562$3.1M0.0%CoreLowCharlotte, NC2026-10-30
CPC Advisors, LLC
11,474$3.1M0.4%ETFMediumAtlanta, GA2026-10-21
Ascent Wealth Partners, LLC
11,410$3.0M0.3%GrowthLowNew Hartford, NY2026-10-23
Czech National Bank
11,322$3.0M0.0%IndexVery LowPrague, Bahrain2026-10-13
Arizona State Retirement System
11,098$3.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
ProShare Advisors LLC
10,939$2.9M0.0%GrowthLowBethesda, MD2026-10-29
Ellsworth Advisors, LLC
10,693$2.9M0.5%GARPHighHudson, OH2026-10-15
State of Michigan Retirement System
9,906$2.6M0.0%IndexLowEast Lansing, MI2026-10-27
Citizens Financial Group Inc
9,227$2.5M0.0%GrowthLowProvidence, RI2026-10-23
State of Alaska, Department of Revenue
9,015$2.4K0.0%CoreVery LowJuneau, AK2026-10-15
Oak Thistle LLC
8,831$2.4M0.2%ValueVery HighNew York, NY2026-10-21
Cambridge Investment Research Advisors, Inc.
8,810$2.4M0.0%ETFLowFairfield, IA2026-11-02
Union Bancaire Privee, UBP SA
8,748$1.9M0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
8,706$2.3M0.0%CoreLowHarrisburg, PA2026-11-03
CIBC Asset Management Inc
8,671$2.3M0.0%GARPLowToronto, South Africa2026-11-05
Retirement Systems of Alabama
8,264$2.2M0.0%IndexLowMontgomery, AL2026-11-04
Northcape Wealth Management, LLC
8,238$2.2M0.6%CoreLowWilliamsville, NY2026-11-04
Bailard, Inc.
8,202$2.2M0.0%GrowthMediumFoster City, CA2026-10-13
SS&H Financial Advisors, Inc.
8,070$2.2M1.3%CoreVery LowTroy, MI2026-10-28
O'Keefe Stevens Advisory, Inc.
7,465$2.0M0.4%ValueLowRochester, NY2026-10-09
Pictet Asset Management Holding SA
7,180$1.9M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Capital Investment Advisors, LLC
6,981$1.9M0.0%CoreLowAtlanta, GA2026-10-22
Swiss Life Asset Management Ltd
6,954$1.9M0.0%CoreLowZurich, Switzerland2026-11-03
Virginia Retirement Systems ET Al
6,930$1.9M0.0%CoreMediumRichmond, VA2026-10-28
Amalgamated Bank
6,751$1.8M0.0%CoreVery LowNew York, NY2026-10-23
Burney Co/
6,645$1.8M0.0%GARPMediumReston, VA2026-10-15
Carnegie Investment Counsel
6,612$1.8M0.0%CoreLowPepper Pike, OH2026-10-20
Gateway Investment Advisers LLC
6,594$1.8M0.0%GrowthLowCincinnati, OH2026-10-13
Neos Investment Management LLC
6,569$1.8M0.0%IndexVery LowWestport, CT2026-11-04
Atria Investments, Inc
6,548$1.7M0.0%CoreMediumCharlotte, NC2026-10-15
Harel Insurance Investments & Financial Services Ltd.
6,343$1.7M0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Robeco Institutional Asset Management B.V.
5,827$1.6M0.0%CoreMediumRotterdam, Philippines2026-10-20
First Horizon Corp
5,503$1.5M0.1%CoreLowMemphis, TN2026-10-26
New York Life Investment Management LLC
5,407$1.4M0.0%GrowthLowNew York, NY2026-11-04
Torray Investment Partners LLC
5,324$1.4M0.2%GARPMediumBethesda, MD2026-10-30
Nisa Investment Advisors, LLC
5,072$1.4M0.0%IndexVery LowSt. Louis, MO2026-10-20
Linden Thomas Advisory Services, LLC
4,996$1.3M0.1%CoreLowCharlotte, NC2026-10-19
Oregon Public Employees Retirement Fund
4,845$1.3M0.0%IndexVery LowTigard, OR2026-10-30
Y-Intercept (Hong Kong) Ltd
4,653$1.2M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Vest Financial, LLC
4,476$1.2M0.0%ValueMediumMclean, VA2026-10-21
Xponance LLC
4,395$1.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Cascade Investment Advisors, Inc.
4,365$1.2M0.7%ValueLowOregon City, OR2026-11-02
TD Waterhouse Canada Inc.
4,347$1.2M0.0%CoreLowToronto, Australia2026-10-16
Byrne Asset Management LLC
4,321$1.2M0.7%CoreLowKingston, NJ2026-10-06
CX Institutional
4,303$1.1K0.0%CoreMediumAuburn, IN2026-10-02
Montag A & Associates Inc
4,031$1.1M0.0%CoreLowAtlanta, GA2026-10-29
Mutual of America Capital Management LLC
4,021$1.1M0.0%IndexLowNew York, NY2026-10-23
Archer Investment Corp
4,000$1.1M0.2%CoreMediumCarmel, IN2026-11-05
Vise Technologies, Inc.
3,947$1.1M0.0%IndexLowNew York, NY2026-10-29
Patriot Financial Group Insurance Agency, LLC
3,858$1.0M0.1%GrowthLowWalpole, MA2026-10-14
Old North State Wealth Management, LLC
3,852$1.0M0.4%ValueMediumWilmington, NC2026-10-22
Peddock Capital Advisors, LLC
3,711$991.1K0.2%GrowthLowBraintree, MA2026-10-16
Capital Investment Counsel, Inc
3,696$987.1K0.1%GrowthVery LowRaleigh, NC2026-10-20
Gen-Wealth Partners Inc
3,557$949.9K0.3%CoreLowZeeland, MI2026-11-04
Gamma Investing LLC
3,523$940.9K0.0%IndexVery LowFoster City, CA2026-10-08
Financiere des Professionnels - Fonds d'investissement inc.
3,469$926.5K0.1%GrowthHighMontreal, Austria2026-11-03
Quadrant Capital Group LLC
3,437$886.2K0.0%CoreLowCincinnati, OH2026-10-20
Calamos Wealth Management LLC
3,428$915.5K0.0%GrowthMediumNaperville, IL2026-11-02
Daiwa Securities Group Inc.
3,407$909.9K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Financial Solutions Advisory Group, Inc.
3,264$887.8K0.1%ETFMediumChicago, IL2026-10-28
AlphaCore Capital LLC
3,256$869.6K0.0%ETFLowLa Jolla, CA2026-11-04
Werlinich Asset Management, LLC
3,235$864.0K0.3%GrowthVery LowStamford, CT2026-10-09
Forza Wealth Management, LLC
3,025$807.9K0.2%CoreVery LowSarasota, FL2026-10-20
Revisor Wealth Management LLC
2,904$782.5K0.2%CoreLowAkron, OH2026-10-20
Bangor Savings Bank
2,902$775.0K0.1%ETFLowBangor, ME2026-10-06
Davenport & Co LLC
2,796$746.6K0.0%CoreMediumRichmond, VA2026-10-14
UniSuper Management Pty Ltd
2,659$710.1K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Total Wealth Planning & Management, Inc.
2,620$699.7K0.5%CoreMediumPonte Vedra Beach, FL2026-10-23
Roman Butler Fullerton & Co
2,619$706.3K0.2%GrowthMediumSt Louis, MO2026-10-27
Pathway Financial Advisers, LLC
2,573$687.2K0.2%CoreLowAuburn, IN2026-10-27
Yousif Capital Management, LLC
2,564$684.8K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Sowell Financial Services LLC
2,527$674.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Larson Financial Group LLC
2,508$669.9K0.0%GrowthLowSt Louis, MO2026-11-05
Jackson Square Capital, LLC
2,421$646.6K0.1%Agg GrowthMediumSan Francisco, CA2026-10-19
IFP Advisors, Inc
2,409$643.4K0.0%GrowthLowTampa, FL2026-10-16
Sumitomo Mitsui Trust Group, Inc.
2,356$629.2K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Wealth Quarterback LLC
2,322$620.1K0.2%ETFMediumToms River, NJ2026-10-20
Park Avenue Securities LLC
2,321$620.0K0.0%ETFMediumNew York, NY2026-10-26
Blue Trust, Inc.
2,311$617.3K0.0%ETFLowBrentwood, TN2026-10-15
Alessandra Capital Management, LLC
2,290$611.6K0.4%CoreMediumTorrance, CA2026-10-30
Studio Investment Management LLC
2,262$604.1K0.1%ETFLowChicago, IL2026-10-22
1834 Investment Advisors Co
2,223$593.7K0.1%ValueLowMilwaukee, WI2026-10-16
Prospera Financial Services Inc
2,186$692.7K0.0%CoreMediumDallas, TX2026-11-04
Allspring Global Investments Holdings, LLC
2,185$599.4K0.0%CoreMediumCharlotte, NC2026-11-04
Searle & Co.
2,126$567.8K0.1%CoreLowGreenwich, CT2026-11-04
Hartford Investment Management Co
2,113$564.3K0.0%IndexVery LowHartford, CT2026-11-04
Fulcrum Wealth Advisors, LLC
2,100$560.8K0.4%GrowthMediumBellevue, WA2026-10-16
Oakworth Capital, Inc.
2,084$556.6K0.0%ETFLowBirmingham, AL2026-10-26
Fulcrum Asset Management LLP
2,078$539.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
MGO One Seven LLC
2,056$549.2K0.0%GrowthLowBeachwood, OH2026-10-28
Cullinan Associates Inc
2,000$534.1K0.0%CoreLowLouisville, KY2026-11-03
Goelzer Investment Management, Inc.
2,000$534.1K0.0%GrowthLowCarmel, IN2026-10-16
Koshinski Asset Management, Inc.
1,957$522.7K0.0%ETFLowDecatur, IL2026-10-29
Oppenheimer & Co Inc
1,949$520.5K0.0%CoreLowNew York, NY2026-10-26
Louisiana State Employees Retirement System
1,900$507.4K0.0%IndexLowBaton Rouge, LA2026-10-20
B. Riley Wealth Advisors, Inc.
1,889$504.4K0.0%GrowthLowMemphis, TN2026-10-13
Leonteq Securities AG
1,878$501.6K0.0%CoreHighZurich, Switzerland2026-10-29
Carlson Financial, Inc.
1,841$491.8K0.3%GrowthLowCanby, OR2026-11-05
Ethic Inc.
1,797$480.0K0.0%CoreLowNew York, NY2026-11-03
Asset Management One Co., Ltd.
1,795$479.4K0.0%IndexVery LowTokyo, Mexico2026-10-27
RFG - Bristol Wealth Advisors, LLC
1,781$475.6K0.1%ETFLowTaunton, MA2026-10-09
D.A. Davidson & Co.
1,779$475.1K0.0%CoreLowGreat Falls, MT2026-10-28
Themes Management Co LLC
1,771$473.0K0.3%GARPMediumGreenwich, CT2026-10-29
Private Trust Co NA
1,767$471.9K0.0%CoreLowCleveland, OH2026-10-20
Kestra Private Wealth Services, LLC
1,722$460.0K0.0%GrowthLowAustin, TX2026-10-30
HB Wealth Management, LLC
1,693$352.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Steph & Co
1,691$451.6K0.1%ETFLowMarinette, WI2026-10-07
Guilbault Capital LLC
1,676$447.6K0.4%ETFMediumMetairie, LA2026-10-28
Tema Etfs LLC
1,670$446.0K0.0%GrowthMediumNew York, NY2026-10-16
Signaturefd, LLC
1,665$444.7K0.0%IndexLowAtlanta, GA2026-10-23
Sigma Planning Corp
1,648$456.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
1,567$418.5K0.3%ETFVery LowLynchburg, VA2026-10-27
Imc-Chicago, LLC
1,498$400.1K0.0%GARPVery HighChicago, IL2026-11-05
Mesirow Financial Investment Management, Inc.
1,487$397.2K0.0%CoreLowChicago, IL2026-11-05
Brookstone Capital Management
1,461$390.1K0.0%ETFMediumWheaton, IL2026-10-22
Farther Finance Advisors, LLC
1,428$381.3K0.0%IndexLowSan Francisco, CA2026-10-08
Evergreen Capital Management LLC
1,423$380.0K0.0%GARPMediumBellevue, WA2026-10-23
Verity Asset Management, Inc.
1,419$378.9K0.1%CoreMediumDurham, NC2026-10-30
Keybank National Association
1,403$374.7K0.0%CoreLowBrooklyn, OH2026-11-04
TD Private Client Wealth LLC
1,395$372.6K0.0%ETFLowNew York, NY2026-10-28
Courier Capital LLC
1,393$372.0K0.0%ETFLowBuffalo, NY2026-10-19
Bright Futures Wealth Management, Llc.
1,387$370.4K0.3%CoreHighWebster, Ny 14580, NY2026-10-23
KBC Group NV
1,377$368.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
V-Square Quantitative Management LLC
1,364$364.3K0.0%CoreLowChicago, IL2026-10-15
Mirador Capital Partners LP
1,331$355.5K0.0%GrowthMediumPleasanton, CA2026-10-09
MacKenzie Financial Corp
1,284$342.9K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Greenwood Capital Associates LLC
1,278$341.3K0.0%CoreMediumGreenwood, SC2026-10-27
Paladin Wealth, LLC
1,254$334.8K0.2%CoreLowArden Hills, MN2026-10-23
Ferguson Wellman Capital Management, Inc
1,241$331.4K0.0%CoreLowPortland, OR2026-10-05
Sumitomo Mitsui DS Asset Management Company, Ltd
1,224$326.9K0.0%IndexVery LowTokyo, Mexico2026-10-20
Fiduciary Financial Group, LLC
1,205$321.9K0.0%ETFLowSan Rafael, CA2026-10-13
North Dakota State Investment Board
1,199$320.2K0.0%GrowthMediumBismarck, ND2026-10-27
Strs Ohio
1,195$319.1K0.0%CoreMediumColumbus, OH2026-10-30
Whalen Wealth Management Inc.
1,193$318.6K0.1%GrowthHighLas Vegas, NV2026-10-08
Annex Advisory Services, LLC
1,176$314.0K0.0%GrowthHighBrookfield, WI2026-10-16
Crestwood Advisors Group, LLC
1,169$312.2K0.0%GrowthLowBoston, MA2026-10-27
Wedmont Private Capital
1,168$309.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Sterling Capital Management LLC
1,130$301.8K0.0%GARPMediumCharlotte, NC2026-10-22
Live Oak Private Wealth LLC
1,103$294.6K0.0%ValueLowWilmington, NC2026-11-02
Compass Wealth Management LLC
1,100$293.8K0.1%GARPLowGuilford, CT2026-10-22
Cypress Wealth Services, LLC
1,086$286.4K0.0%ETFLowPalm Desert, CA2026-10-21
EdgeRock Capital LLC
1,081$288.7K0.1%ETFLowDenver, CO2026-11-03
HUB Investment Partners, LLC
1,076$287.4K0.0%GrowthLowAustin, TX2026-11-03
Mather Group, Llc.
1,076$287.2K0.0%ETFMediumChicago, IL2026-10-14
Banque Pictet & CIE SA
1,059$282.8K0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Buttonwood Financial Advisors Inc.
1,049$280.2K0.1%GARPLowBaltimore, MD2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,045$279.1K0.0%GrowthVery LowSeattle, WA2026-10-27
Delta Financial Advisors LLC
1,045$279.2K0.1%CoreVery LowMetairie, LA2026-10-27
Apollon Wealth Management, LLC
1,033$275.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Mine & Arao Wealth Creation & Management, Llc.
1,025$273.7K0.1%GrowthVery LowCampbell, CA2026-10-29
3Chopt Investment Partners, LLC
1,015$271.1K0.0%CoreLowRichmond, VA2026-10-30
Compass Financial Management LLC
1,001$267.3K0.0%CoreN/ATampa, FL2026-10-30
Capital Advisors, Ltd. LLC
983$263.0K0.1%ETFLowShaker Heights, OH2026-10-27
Ridgewood Investments LLC
966$258.0K0.1%ValueMediumSpringfield, NJ2026-10-05
Kraematon Investment Advisors, Inc
961$256.5K0.2%MomentumLowBraintree, MA2026-11-02
Greenleaf Trust
956$255.3K0.0%CoreLowKalamazoo, MI2026-10-29
Waldron Private Wealth LLC
933$249.2K0.0%ETFVery LowBridgeville, PA2026-11-02
SeaBridge Investment Advisors LLC
920$245.7K0.0%GrowthMediumSummit, NJ2026-11-02
Moody National Bank Trust Division
913$243.8K0.0%CoreMediumGalveston, TX2026-10-06
Albert D Mason Inc
910$243.0K0.1%CoreLowBoston, MA2026-10-27
CWA Asset Management Group, LLC
904$241.5K0.0%CoreMediumNaples, FL2026-10-19
Axxcess Wealth Management, LLC
888$237.2K0.0%CoreLowCarlsbad, CA2026-10-21
Concurrent Investment Advisors, LLC
831$221.9K0.0%GrowthMediumTampa, FL2026-10-16
Platform Technology Partners
823$219.7K0.0%CoreVery LowLocust Valley, NY2026-11-02
Apella Capital, LLC
821$213.9K0.0%ETFVery LowWest Hartford, CT2026-10-08
Alliance Wealth Advisors, LLC
816$217.9K0.1%CoreVery LowScranton, PA2026-10-14
Marino, Stram & Associates LLC
813$217.0K0.0%ETFVery LowBraintree, MA2026-10-22
Balboa Wealth Partners
793$211.9K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Diversify Advisory Services, LLC
783$209.2K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
783$209.2K0.0%GrowthMediumSandy, UT2026-10-20
Kingswood Wealth Advisors, LLC
774$206.8K0.0%GrowthLowSan Diego, CA2026-10-23
Avidian Wealth Enterprises, LLC
772$206.2K0.0%ETFLowHouston, TX2026-10-08
Frank, Rimerman Advisors LLC
761$203.2K0.0%GrowthLowPalo Alto, CA2026-10-16
Tompkins Financial Corp
750$200.3K0.0%CoreLowIthaca, NY2026-10-05
SBI Securities Co., Ltd.
736$196.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Pavaki Capital Management LLC
700$186.9K0.1%GARPMediumPueblo, CO2026-10-26
Bayforest Capital Ltd
640$170.9K0.3%Deep ValueVery HighLondon, United Kingdom2026-11-03
Parallel Advisors, LLC
599$160.0K0.0%IndexLowSan Francisco, CA2026-11-03
Cape Investment Advisory, Inc.
572$152.8K0.0%ETFLowMcdonough, GA2026-10-13
MassMutual Private Wealth & Trust, FSB
549$146.6K0.0%CoreLowSpringfield, MA2026-10-05
Rosenberg Matthew Hamilton
525$140.2K0.0%ETFVery LowGrand Junction, CO2026-10-05
Pension & Wealth Management Advisors, Inc.
491$131.1K0.0%ETFLowWaltham, MA2026-10-16
Private Wealth Management Group, LLC
458$122.3K0.0%ETFLowPrinceton, NJ2026-10-19
Meriwether Wealth & Planning, LLC
442$118.0K0.1%ETFMediumMinden, LA2026-10-13
American Capital Advisory, LLC
425$113.5K0.0%ETFLowKetchum, ID2026-10-28
Simplex Trading, LLC
413$110.3K0.0%CoreVery HighChicago, IL2026-11-04
Covestor Ltd
412$111.0K0.2%ValueHighLondon, United Kingdom2026-10-30
Exchange Traded Concepts, LLC
400$106.8K0.0%GrowthMediumOklahoma City, OK2026-10-28
Hilltop National Bank
386$103.1K0.0%CoreLowCasper, WY2026-10-14
Chapman Financial Group, LLC
364$97.2K0.1%CoreVery LowHonolulu, HI2026-10-26
Global Trust Asset Management, LLC
356$95.1K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
EverSource Wealth Advisors, LLC
292$78.0K0.0%CoreMediumBirmingham, AL2026-11-04
Carota Wealth Management
279$74.5K0.1%CoreHighThompsons Station, TN2026-11-03
Parkside Financial Bank & Trust
225$60.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
GHP Investment Advisors, Inc.
224$59.8K0.0%CoreVery LowDenver, CO2026-10-15
Elyxium Wealth, LLC
220$58.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Toth Financial Advisory Corp
205$54.8K0.0%CoreLowLeesburg, VA2026-10-08
Towne Trust Company, N.a
200$53.4K0.0%CoreLowNewport News, VA2026-10-28
Bank of New Hampshire
200$53.4K0.0%CoreLowLaconia, NH2026-10-06
Versant Capital Management, Inc
172$45.9K0.0%GARPLowPhoenix, AZ2026-10-02
Essential Partners LLC
172$45.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Cassaday & Co Wealth Management LLC
171$45.7K0.0%ETFVery LowMclean, VA2026-10-27
Manchester Capital Management LLC
161$43.0K0.0%CoreLowManchester, VT2026-10-22
Hilton Head Capital Partners, LLC
159$42.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Reyes Financial Architecture, Inc.
157$41.9K0.0%ETFVery HighSan Diego, CA2026-10-22
Root Financial Partners, LLC
157$41.9K0.0%ETFMediumEncinitas, CA2026-10-21
Latitude Advisors, LLC
156$41.6K0.0%ETFLowYorkville, IL2026-10-27
Cromwell Holdings LLC
150$40.1K0.0%IndexLowJackson, WY2026-10-28
MV Capital Management, Inc.
129$34.5K0.0%ETFLowBethesda, MD2026-10-29
Provenance Wealth Advisors, LLC
127$33.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Deseret Mutual Benefit Administrators
120$32.0K0.0%CoreMediumSalt Lake City, UT2026-11-04
Ascentis Independent Advisors
108$29.0K0.0%ETFLowDallas, TX2026-11-03
DekaBank Deutsche Girozentrale
108$29.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Evermay Wealth Management LLC
108$28.8K0.0%ETFLowArlington, VA2026-11-05
Spire Wealth Management
101$27.0K0.0%GrowthMediumMclean, VA2026-10-30
Coastline Trust Co
100$26.7K0.0%GrowthVery LowProvidence, RI2026-10-01
TFC Financial Management, Inc.
99$26.4K0.0%ETFVery LowBoston, MA2026-10-26
Eastern Bank
98$26.2K0.0%GrowthMediumBoston, MA2026-10-05
Aspect Partners, LLC
93$24.8K0.0%ETFMediumFairfax, VA2026-10-20
Brown, Lisle Ings, Inc.
89$23.8K0.0%CoreVery LowProvidence, RI2026-10-16
Fortitude Family Office, LLC
85$22.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Moisand Fitzgerald Tamayo, LLC
75$20.0K0.0%ETFVery LowOrlando, FL2026-10-15
Global X Japan Co., Ltd.
74$19.8K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Valley National Advisers Inc
72$19.3K0.0%ETFLowBethlehem, PA2026-10-23
CoreCap Advisors, LLC
69$18.6K0.0%ETFMediumSouthfield, MI2026-10-08
Wolff Wiese Magana LLC
67$17.9K0.0%GrowthLowCarslbad, CA2026-10-15
First Community Trust NA
67$17.9K0.0%GrowthLowDubuque, IA2026-10-07
Copeland Capital Management, LLC
63$17.0K0.0%ValueMediumConshohocken, PA2026-10-13
Buck Wealth Strategies, LLC
63$16.8K0.0%ValueMediumDenver, CO2026-10-28
Rakuten Securities, Inc.
58$15.5K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Pittenger & Anderson Inc
55$14.7K0.0%CoreLowLincoln, NE2026-11-02
Proathlete Wealth Management LLC
52$13.9K0.0%ETFVery LowBoca Raton, FL2026-10-15
Lanark Financial, Inc.
51$13.6K0.0%CoreMediumBirmingham, AL2026-10-26
Wilkerson Advisory Group LLC
51$13.6K0.0%ETFMediumColumbia, MO2026-10-20
Trust Co of Toledo NA
50$13.4K0.0%GrowthVery LowHolland, OH2026-10-16
Silver Grove Financial Group, Inc.
50$13.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Nemes Rush Group LLC
49$13.1K0.0%CoreVery LowNovi, MI2026-11-04
Adirondack Trust Co
48$12.8K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Hager Investment Management Services, LLC
47$12.6K0.0%GrowthMediumNew London, NH2026-11-04
Hughes Financial Services, LLC
46$14.5K0.0%ETFLowHerndon, VA2026-10-30
Westside Investment Management, Inc.
46$12.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Owl Creek Wealth Partners LLC
44$11.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Pinnacle Wealth Planning Services, Inc.
44$11.8K0.0%GARPLowMansfield, OH2026-10-27
JFS Wealth Advisors, LLC
44$11.8K0.0%ETFVery LowHermitage, PA2026-11-03
Affinity Wealth LLC
44$12.1K0.0%ETFHighCanton, OH2026-11-03
Elevation Wealth Partners, LLC
44$11.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Concord Wealth Partners
42$11.2K0.0%GrowthLowAbingdon, VA2026-11-02
Ares Financial Consulting, LLC
38$10.2K0.0%CoreLowCalabasas, CA2026-10-19
Physician Wealth Advisors, Inc.
36$9.6K0.0%ETFMediumMidvale, UT2026-10-20
DT Investment Partners, LLC
36$9.6K0.0%ETFVery LowChadds Ford, PA2026-10-27
Harbor Investment Advisory, LLC
33$8.8K0.0%GrowthLowLutherville, MD2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
30$80.0%GARPLowChambersburg, PA2026-10-14
Plante Moran Financial Advisors, LLC
28$7.4K0.0%ETFVery LowSouthfield, MI2026-11-04
Reap Financial Group, LLC
27$7.1K0.0%ETFLowAustin, TX2026-11-02
Signature Equity Partners, LLC
27$7.3K0.0%GrowthMediumColumbus, OH2026-10-29
WPG Advisers, LLC
25$6.7K0.0%CoreLowBaltimore, MD2026-10-27
Caldwell Trust Co
24$6.4K0.0%GrowthLowVenice, FL2026-10-30
Godsey & Gibb, Inc
23$6.1K0.0%CoreLowRichmond, VA2026-10-14
Balance Wealth Partners LLC
23$6.0K0.0%ETFMediumWorthington, OH2026-10-27
Birch Financial Group, LLC
21$5.7K0.0%CoreLowKeene, NH2026-10-27
Wilmington Savings Fund Society, FSB
20$5.3K0.0%CoreLowWilmington, DE2026-10-23
Ascentis Wealth Management, LLC
20$5.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Nfsg Corp
20$5.3K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
St. Johns Investment Management Company, LLC
19$5.1K0.0%CoreVery LowJacksonville, FL2026-10-30
Creative Financial Designs Inc
18$4.8K0.0%ETFMediumKokomo, IN2026-11-04
Bell Investment Advisors, Inc
17$4.5K0.0%ETFVery LowOrinda, CA2026-10-29
Mainstream Capital Management LLC
17$4.5K0.0%GrowthLowLos Angeles, CA2026-10-23
PFS Partners, LLC
17$4.6K0.0%ETFVery LowMine Hill, NJ2026-10-21
Trust Co of Vermont
17$4.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Creative Capital Management Investments LLC
16$4.3K0.0%ETFLowSan Diego, CA2026-10-28
Jnba Financial Advisors
15$4.0K0.0%ETFMediumBloomington, MN2026-11-03
Salomon & Ludwin, LLC
14$3.7K0.0%ETFVery LowRichmond, VA2026-10-29
True Wealth Design, LLC
14$3.7K0.0%ETFMediumAkron, OH2026-10-13
Avion Wealth
11$20.0%ETFLowThe Woodlands, TX2026-11-04
Rossby Financial, LCC
11$2.9K0.0%ETFMediumMelbourne, FL2026-11-05
Burk Holdings LLC
10$2.7K0.0%ETFVery LowTulsa, OK2026-11-05
Acumen Wealth Advisors, LLC
10$2.7K0.0%GrowthHighChattanooga, TN2026-11-05
MilWealth Group LLC
9$2.4K0.0%ETFVery LowMilwaukee, WI2026-11-02
Key FInancial Inc
8$2.1K0.0%ETFLowWest Chester, PA2026-11-02
Bay Harbor Wealth Management, LLC
8$2.1K0.0%ETFMediumHunt Valley, MD2026-11-03
Strengthening Families & Communities, LLC
7$1.9K0.0%CoreMediumBoston, MA2026-10-21
SJS Investment Consulting Inc.
6$1.6K0.0%ETFVery LowSylvania, OH2026-10-26
Elevated Capital Advisors, LLC
6$1.7K0.0%ETFMediumSandy, UT2026-11-04
Grove Bank & Trust
6$1.6K0.0%ETFLowMiami, FL2026-10-08
Asset Dedication, LLC
5$1.3K0.0%ETFLowSan Francisco, CA2026-11-03
DiNuzzo Private Wealth, Inc.
4$1.1K0.0%ETFLowBeaver, PA2026-10-16
William Mack & Associates, Inc.
4$1.1K0.0%ETFLowTroy, MI2026-10-27
Retirement Wealth Solutions LLC
4$1.1K0.0%ETFLowMarshfield, WI2026-10-07
Washington Trust Advisors, Inc.
4$1.1K0.0%GrowthLowWellesley, MA2026-10-22
Clark Wealth Partners
4$1.1K0.0%ETFVery LowO'Fallon, IL2026-10-19
Bfsg, LLC
3$8020.0%CoreLowIrvine, CA2026-10-30
Highline Wealth Partners LLC
3$8010.0%ETFMediumSherman Oaks, CA2026-10-19
Sawyer & Company, Inc
3$8010.0%GrowthLowBoston, MA2026-10-21
Foster Dykema Cabot & Partners, LLC
3$8010.0%GrowthLowWaltham, MA2026-10-30
Sunrise Financial Services, LLC
3$8010.0%ETFMediumBurien, WA2026-10-21
Nova Financial LLC
2$5350.0%N/AN/ATucson, AZ2026-11-04
DecisionPoint Financial, LLC
2$5490.0%ETFVery LowMesa, AZ2026-10-27
Financial Consulate, Inc
2$5350.0%ETFLowHunt Valley, MD2026-10-23
Marquette Asset Management, LLC
2$5350.0%ETFVery LowMinneapolis, MN2026-10-09
Arlington Trust Co LLC
2$5340.0%ETFMediumBirmingham, AL2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
2$5340.0%GrowthMediumIndianapolis, IN2026-10-14
Evolution Wealth Management Inc.
1$2670.0%ETFMediumFort Myers, FL2026-10-28
Whipplewood Advisors, LLC
1$2670.0%ETFLowLittleton, CO2026-10-20
Raleigh Capital Management Inc.
1$3400.0%CoreMediumCary, NC2026-10-28
Bare Financial Services, Inc
1$2670.0%ETFVery LowGap, PA2026-11-04
Signature Resources Capital Management, LLC
1$2670.0%ETFLowNewport Beach, CA2026-10-16
Triumph Capital Management
1$2670.0%ETFMediumDenver, CO2026-10-14
Maryland Capital Advisors Inc.
1$2680.0%ETFVery LowChester, MD2026-10-15
Activest Wealth Management
1$2670.0%ETFLowAventura, FL2026-10-15
Nvwm, LLC
1$2670.0%GrowthMediumYardley, PA2026-10-14
Community Financial Services Group, LLC
1$2740.0%GrowthLowNewport, VT2026-10-15
Prairie Wealth Advisors, Inc.
0$366.5K0.1%CoreVery LowOmaha, NE2026-10-29
Tounjian Advisory Partners, LLC
0$1250.0%GrowthHighFort Myers, FL2026-11-04