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IES Holdings Inc (IESC)

CUSIP: 44951W106 | NYSE | Industrials · Engineering & Construction | Mid Cap | 752 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
13D/AGendell Jeffrey L
with Tontine Capital Management, L.L.C., Tontine Capital Partners, L.P., Tontine Management, L.L.C., +4 more
20,813,11851.7%+10,217,798Oct 5, 202697d ahead of 13F (10,293,528 sh) · +10,519,590
13D/AGendell Jeffrey L20,813,118
51.7% of class · Oct 5, 2026+10,217,798
with Tontine Capital Management, L.L.C., Tontine Capital Partners, L.P., Tontine Management, L.L.C., +4 more
97d ahead of 13F (10,293,528 sh) · +10,519,590

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP755,422
0.0% of portfolio›$242.6M
Swedbank AB54,000
0.0% of portfolio›$17.3M
United Capital Management of KS, Inc.51,043
2.1% of portfolio›$16.4M
Principal Financial Group Inc42,728
0.0% of portfolio›$13.7M
Palisades Investment Partners, LLC34,468
3.2% of portfolio›$11.1M
State of Wyoming31,487
0.8% of portfolio›$10.1M
Illinois Municipal Retirement Fund26,990
0.1% of portfolio›$8.7M
Retirement Systems of Alabama19,318
0.0% of portfolio›$6.2M
Moran Wealth Management, LLC17,089
0.2% of portfolio›$5.5M
Creative Planning15,416
0.0% of portfolio›$4.9M
Convergence Investment Partners, LLC14,608
0.3% of portfolio›$4.7M
Asset Management One Co., Ltd.14,340
0.0% of portfolio›$4.6M
Parkway Wealth Management Group, LLC14,000
0.5% of portfolio›$4.5M
Annex Advisory Services, LLC12,226
0.1% of portfolio›$3.9M
Yorktown Management & Research Co Inc11,020
2.4% of portfolio›$3.5M
Truist Financial Corp10,940
0.0% of portfolio›$3.5M
Hedeker Wealth, LLC9,869
0.6% of portfolio›$3.2M
Gateway Investment Advisers LLC9,625
0.0% of portfolio›$3.1M
Alps Advisors Inc9,484
0.0% of portfolio›$3.0M
Wealth Enhancement Advisory Services, LLC9,342
0.0% of portfolio›$2.8M
Amalgamated Bank8,839
0.0% of portfolio›$2.8M
Peterson Wealth Services7,818
0.5% of portfolio›$2.5M
IPG Investment Advisors LLC7,683
0.4% of portfolio›$2.5M
PFG Advisors7,474
0.1% of portfolio›$2.4M
Virginia Retirement Systems ET Al6,980
0.0% of portfolio›$2.2M
Mutual of America Capital Management LLC6,818
0.0% of portfolio›$2.2M
Hennion & Walsh Asset Management, Inc.6,246
0.1% of portfolio›$2.0M
State of New Jersey Common Pension Fund D6,096
0.0% of portfolio›$2.0M
New York Life Investment Management LLC6,080
0.0% of portfolio›$2.0M
Strategic Blueprint, LLC5,839
0.1% of portfolio›$1.9M
Louisiana State Employees Retirement System5,600
0.0% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.5,571
0.0% of portfolio›$1.8M
Commonwealth Equity Services, LLC5,532
0.0% of portfolio›$1.8M
DekaBank Deutsche Girozentrale5,200
0.0% of portfolio›$1.7M
Arizona State Retirement System5,049
0.0% of portfolio›$1.6M
Yousif Capital Management, LLC4,870
0.0% of portfolio›$1.6M
Argent Capital Management LLC4,503
0.0% of portfolio›$1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS4,470
0.0% of portfolio›$1.4M
State of Michigan Retirement System4,400
0.0% of portfolio›$1.4M
Ascentis Independent Advisors3,950
0.1% of portfolio›$1.3M
Oregon Public Employees Retirement Fund3,911
0.0% of portfolio›$1.3M
Xponance LLC3,863
0.0% of portfolio›$1.2M
Highland Capital Management, LLC3,673
0.1% of portfolio›$1.2M
VestGen Advisors, LLC3,609
0.0% of portfolio›$1.2M
Kestra Private Wealth Services, LLC3,506
0.0% of portfolio›$1.1M
Marathon Wealth Advisors LLC3,364
0.4% of portfolio›$1.1M
Bourgeon Capital Management LLC3,128
0.1% of portfolio›$1.0M
Imc-Chicago, LLC2,891
0.0% of portfolio›$928.2K
Pictet Asset Management Holding SA2,883
0.0% of portfolio›$925.7K
New York State Teachers Retirement System2,754
0.0% of portfolio›$884.0K
Montgomery Investment Management Inc2,740
0.3% of portfolio›$879.8K
Exchange Traded Concepts, LLC2,510
0.0% of portfolio›$805.9K
Citizens Financial Group Inc2,207
0.0% of portfolio›$708.6K
BlueSky Wealth Advisors, LLC2,204
0.1% of portfolio›$707.7K
Inspire Investing, LLC2,152
0.0% of portfolio›$691.0K
Citigroup Inc2,079
0.0% of portfolio›$667.5K
City State Bank1,946
0.1% of portfolio›$624.8K
XML Financial, LLC1,912
0.0% of portfolio›$613.9K
Swiss Life Asset Management Ltd1,910
0.0% of portfolio›$613.3K
Wright Investors Service Inc1,838
0.2% of portfolio›$590.1K
Souders Financial Advisors1,788
0.1% of portfolio›$574.1K
Farther Finance Advisors, LLC1,783
0.0% of portfolio›$572.5K
State of Alaska, Department of Revenue1,779
0.0% of portfolio›$571
BI Asset Management Fondsmaeglerselskab A/S1,636
0.0% of portfolio›$525.0K
Stirlingshire Investments, Inc.1,615
0.4% of portfolio›$518.4K
Scheeler Financial LLC1,571
0.4% of portfolio›$504.4K
Allspring Global Investments Holdings, LLC1,530
0.0% of portfolio›$505.1K
Oak Thistle LLC1,530
0.0% of portfolio›$491.3K
Portside Wealth Group, LLC1,500
0.1% of portfolio›$481.6K
Ayrshire Capital Management LLC1,489
0.2% of portfolio›$478.1K
Crossmark Global Holdings, Inc.1,485
0.0% of portfolio›$476.8K
Insight Wealth Strategies, LLC1,478
0.0% of portfolio›$474.6K
KPP Advisory Services LLC1,467
0.1% of portfolio›$471.0K
Linden Thomas Advisory Services, LLC1,395
0.0% of portfolio›$447.9K
Laurion Capital Management LP1,355
0.0% of portfolio›$435.1K
Atria Investments, Inc1,327
0.0% of portfolio›$426.1K
Motley Fool Asset Management LLC1,236
0.0% of portfolio›$396.9K
CIBC Asset Management Inc1,234
0.0% of portfolio›$396.2K
Tcfg Investment Advisors, LLC1,206
0.1% of portfolio›$387.2K
Kestra Advisory Services, LLC1,182
0.0% of portfolio›$379.5K
Abel Hall, LLC1,149
0.1% of portfolio›$368.9K
Ashton Thomas Private Wealth, LLC1,135
0.0% of portfolio›$364.4K
Layline Advisors, LLC1,114
0.3% of portfolio›$357.7K
Vise Technologies, Inc.1,075
0.0% of portfolio›$345.3K
Trek Financial, LLC1,066
0.0% of portfolio›$342.3K
Vista Finance, LLC1,064
0.2% of portfolio›$341.6K
Bryn Mawr Trust Advisors, LLC951
0.0% of portfolio›$305.3K
MSH Capital Advisors LLC920
0.0% of portfolio›$295.5K
Lido Advisors, LLC914
0.0% of portfolio›$293.5K
J. Team Financial, Inc.896
0.2% of portfolio›$287.7K
B. Metzler seel. Sohn & Co. AG780
0.0% of portfolio›$250.4K
Simplex Trading, LLC776
0.0% of portfolio›$249.2K
HB Wealth Management, LLC773
0.0% of portfolio›$248.2K
Whitaker-Myers Wealth Managers, Ltd.770
0.0% of portfolio›$247.1K
KFG Wealth Management, LLC756
0.0% of portfolio›$242.7K
ProShare Advisors LLC711
0.0% of portfolio›$228.3K
Ethic Inc.709
0.0% of portfolio›$227.6K
Ausbil Investment Management Ltd686
0.1% of portfolio›$220.3K
Fifth Third Wealth Advisors LLC671
0.0% of portfolio›$215.4K
Gamma Investing LLC667
0.0% of portfolio›$214.2K
KBC Group NV606
0.0% of portfolio›$195.0K
Nisa Investment Advisors, LLC538
0.0% of portfolio›$172.7K
Blue Trust, Inc.464
0.0% of portfolio›$149.0K
Catalyst Capital Advisors LLC380
0.0% of portfolio›$122.0K
SBI Securities Co., Ltd.332
0.0% of portfolio›$106.6K
Cullen T Bankers, Inc.250
0.0% of portfolio›$80.3K
Strs Ohio239
0.0% of portfolio›$76.7K
Versant Capital Management, Inc236
0.0% of portfolio›$75.8K
Parallel Advisors, LLC215
0.0% of portfolio›$69.0K
Root Financial Partners, LLC198
0.0% of portfolio›$63.6K
Signaturefd, LLC164
0.0% of portfolio›$52.7K
Toth Financial Advisory Corp159
0.0% of portfolio›$51.1K
Harbor Investment Advisory, LLC150
0.0% of portfolio›$48.2K
IFP Advisors, Inc144
0.0% of portfolio›$46.2K
True Wealth Design, LLC136
0.0% of portfolio›$43.7K
Larson Financial Group LLC125
0.0% of portfolio›$40.1K
Spire Wealth Management106
0.0% of portfolio›$34.0K
Pinnacle Wealth Planning Services, Inc.102
0.0% of portfolio›$32.8K
Farmers & Merchants Trust Co of Chambersburg PA102
0.0% of portfolio›$33
Essential Partners LLC92
0.0% of portfolio›$29.5K
Fortitude Family Office, LLC92
0.0% of portfolio›$29.5K
Silver Grove Financial Group, Inc.90
0.0% of portfolio›$28.9K
J.Safra Asset Management Corp85
0.0% of portfolio›$27.3K
Assetmark, Inc78
0.0% of portfolio›$25.0K
Parkside Financial Bank & Trust78
0.0% of portfolio›$25.0K
First Horizon Corp70
0.0% of portfolio›$22.5K
EverSource Wealth Advisors, LLC66
0.0% of portfolio›$21.2K
SJS Investment Consulting Inc.60
0.0% of portfolio›$19.3K
Caitong International Asset Management Co., Ltd58
0.0% of portfolio›$18.6K
TD Waterhouse Canada Inc.51
0.0% of portfolio›$16.8K
Wilmington Savings Fund Society, FSB46
0.0% of portfolio›$14.8K
Sterling Capital Management LLC40
0.0% of portfolio›$12.8K
Private Trust Co NA34
0.0% of portfolio›$10.9K
JFS Wealth Advisors, LLC34
0.0% of portfolio›$10.9K
MassMutual Private Wealth & Trust, FSB30
0.0% of portfolio›$9.6K
Covestor Ltd26
0.0% of portfolio›$9
Contravisory Investment Management, Inc.26
0.0% of portfolio›$8.3K
Signature Equity Partners, LLC25
0.0% of portfolio›$8.0K
Harbor Capital Advisors, Inc.24
0.0% of portfolio›$8
Creative Capital Management Investments LLC17
0.0% of portfolio›$5.5K
Farmers & Merchants Investments Inc14
0.0% of portfolio›$4.5K
Elevation Wealth Partners, LLC13
0.0% of portfolio›$4.2K
Rossby Financial, LCC12
0.0% of portfolio›$3.9K
Bell Investment Advisors, Inc12
0.0% of portfolio›$3.9K
DiNuzzo Private Wealth, Inc.12
0.0% of portfolio›$3.9K
Rakuten Securities, Inc.10
0.0% of portfolio›$3.2K
Bare Financial Services, Inc10
0.0% of portfolio›$3.2K
Avion Wealth8
0.0% of portfolio›$2
Physician Wealth Advisors, Inc.7
0.0% of portfolio›$2.2K
Hughes Financial Services, LLC7
0.0% of portfolio›$1.6K
WPG Advisers, LLC6
0.0% of portfolio›$1.9K
Highline Wealth Partners LLC6
0.0% of portfolio›$1.9K
Cromwell Holdings LLC6
0.0% of portfolio›$1.9K
Bay Harbor Wealth Management, LLC6
0.0% of portfolio›$1.9K
Mather Group, Llc.5
0.0% of portfolio›$1.6K
Proathlete Wealth Management LLC4
0.0% of portfolio›$1.3K
TFC Financial Management, Inc.2
0.0% of portfolio›$643
Provenance Wealth Advisors, LLC2
0.0% of portfolio›$642
Burk Holdings LLC2
0.0% of portfolio›$642
DecisionPoint Financial, LLC2
0.0% of portfolio›$661
Marquette Asset Management, LLC2
0.0% of portfolio›$643
Strengthening Families & Communities, LLC2
0.0% of portfolio›$642
Birchwood Financial Partners, Inc.1
0.0% of portfolio›$321
Activest Wealth Management1
0.0% of portfolio›$321
Trust Co of Vermont1
0.0% of portfolio›$321
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
755,422$242.6M0.0%IndexLowAustin, TX2026-11-04
Swedbank AB
54,000$17.3M0.0%GrowthLowStockholm, Sweden2026-10-27
United Capital Management of KS, Inc.
51,043$16.4M2.1%GrowthMediumSalina, KS2026-11-04
Principal Financial Group Inc
42,728$13.7M0.0%CoreLowDes Moines, IA2026-11-02
Palisades Investment Partners, LLC
34,468$11.1M3.2%GARPMediumSanta Monica, CA2026-11-03
State of Wyoming
31,487$10.1M0.8%ValueHighCheyenne, WY2026-10-28
Illinois Municipal Retirement Fund
26,990$8.7M0.1%CoreMediumOak Brook, IL2026-11-05
Retirement Systems of Alabama
19,318$6.2M0.0%IndexLowMontgomery, AL2026-11-04
Moran Wealth Management, LLC
17,089$5.5M0.2%CoreMediumNaples, FL2026-10-22
Creative Planning
15,416$4.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Convergence Investment Partners, LLC
14,608$4.7M0.3%GARPHighPalm Beach Gardens, FL2026-10-28
Asset Management One Co., Ltd.
14,340$4.6M0.0%IndexVery LowTokyo, Mexico2026-10-27
Parkway Wealth Management Group, LLC
14,000$4.5M0.5%ETFHighPlano, TX2026-10-20
Annex Advisory Services, LLC
12,226$3.9M0.1%GrowthHighBrookfield, WI2026-10-16
Yorktown Management & Research Co Inc
11,020$3.5M2.4%MomentumMediumForest, VA2026-10-28
Truist Financial Corp
10,940$3.5M0.0%CoreLowCharlotte, NC2026-10-30
Hedeker Wealth, LLC
9,869$3.2M0.6%GrowthLowLincolnshire, IL2026-10-23
Gateway Investment Advisers LLC
9,625$3.1M0.0%GrowthLowCincinnati, OH2026-10-13
Alps Advisors Inc
9,484$3.0M0.0%YieldLowDenver, CO2026-11-03
Wealth Enhancement Advisory Services, LLC
9,342$2.8M0.0%CoreLowPlymouth, MN2026-10-13
Amalgamated Bank
8,839$2.8M0.0%CoreVery LowNew York, NY2026-10-23
Peterson Wealth Services
7,818$2.5M0.5%GrowthHighSouth Ogden, UT2026-10-26
IPG Investment Advisors LLC
7,683$2.5M0.4%CoreMediumSan Diego, CA2026-10-30
PFG Advisors
7,474$2.4M0.1%ETFMediumPhoenix, AZ2026-10-16
Virginia Retirement Systems ET Al
6,980$2.2M0.0%CoreMediumRichmond, VA2026-10-28
Mutual of America Capital Management LLC
6,818$2.2M0.0%IndexLowNew York, NY2026-10-23
Hennion & Walsh Asset Management, Inc.
6,246$2.0M0.1%ValueMediumParsippany, NJ2026-10-13
State of New Jersey Common Pension Fund D
6,096$2.0M0.0%CoreLowTrenton, NJ2026-11-05
New York Life Investment Management LLC
6,080$2.0M0.0%GrowthLowNew York, NY2026-11-04
Strategic Blueprint, LLC
5,839$1.9M0.1%ETFLowAtlanta, GA2026-10-22
Louisiana State Employees Retirement System
5,600$1.8M0.0%IndexLowBaton Rouge, LA2026-10-20
Cambridge Investment Research Advisors, Inc.
5,571$1.8M0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
5,532$1.8M0.0%ETFLowWaltham, MA2026-11-02
DekaBank Deutsche Girozentrale
5,200$1.7M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Arizona State Retirement System
5,049$1.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
4,870$1.6M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Argent Capital Management LLC
4,503$1.4M0.0%CoreMediumSt Louis, MO2026-10-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
4,470$1.4M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
4,400$1.4M0.0%IndexLowEast Lansing, MI2026-10-27
Ascentis Independent Advisors
3,950$1.3M0.1%ETFLowDallas, TX2026-11-03
Oregon Public Employees Retirement Fund
3,911$1.3M0.0%IndexVery LowTigard, OR2026-10-30
Xponance LLC
3,863$1.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Highland Capital Management, LLC
3,673$1.2M0.1%GrowthMediumMemphis, TN2026-10-26
VestGen Advisors, LLC
3,609$1.2M0.0%GrowthMediumChicago, IL2026-10-27
Kestra Private Wealth Services, LLC
3,506$1.1M0.0%GrowthLowAustin, TX2026-10-30
Marathon Wealth Advisors LLC
3,364$1.1M0.4%GrowthVery LowBoston, MA2026-11-04
Bourgeon Capital Management LLC
3,128$1.0M0.1%CoreMediumDarien, CT2026-10-19
Imc-Chicago, LLC
2,891$928.2K0.0%GARPVery HighChicago, IL2026-11-05
Pictet Asset Management Holding SA
2,883$925.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
New York State Teachers Retirement System
2,754$884.0K0.0%CoreVery LowAlbany, NY2026-10-22
Montgomery Investment Management Inc
2,740$879.8K0.3%GARPVery LowRockville, MD2026-10-26
Exchange Traded Concepts, LLC
2,510$805.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
Citizens Financial Group Inc
2,207$708.6K0.0%GrowthLowProvidence, RI2026-10-23
BlueSky Wealth Advisors, LLC
2,204$707.7K0.1%ETFMediumNew Bern, NC2026-10-29
Inspire Investing, LLC
2,152$691.0K0.0%GARPHighMeridian, ID2026-10-22
Citigroup Inc
2,079$667.5K0.0%CoreMediumNew York, NY2026-11-04
City State Bank
1,946$624.8K0.1%GrowthVery LowNorwalk, IA2026-10-20
XML Financial, LLC
1,912$613.9K0.0%ETFLowBethesda, MD2026-10-29
Swiss Life Asset Management Ltd
1,910$613.3K0.0%CoreLowZurich, Switzerland2026-11-03
Wright Investors Service Inc
1,838$590.1K0.2%GrowthMediumShelton, CT2026-11-02
Souders Financial Advisors
1,788$574.1K0.1%ETFLowCincinnati, OH2026-11-03
Farther Finance Advisors, LLC
1,783$572.5K0.0%IndexLowSan Francisco, CA2026-10-08
State of Alaska, Department of Revenue
1,779$5710.0%CoreVery LowJuneau, AK2026-10-15
BI Asset Management Fondsmaeglerselskab A/S
1,636$525.0K0.0%CoreMediumKobenhavn, Greece2026-10-22
Stirlingshire Investments, Inc.
1,615$518.4K0.4%ETFMediumNew York, NY2026-11-05
Scheeler Financial LLC
1,571$504.4K0.4%CoreN/AWest Chester, OH2026-10-13
Allspring Global Investments Holdings, LLC
1,530$505.1K0.0%CoreMediumCharlotte, NC2026-11-04
Oak Thistle LLC
1,530$491.3K0.0%ValueVery HighNew York, NY2026-10-21
Portside Wealth Group, LLC
1,500$481.6K0.1%CoreMediumProvo, UT2026-10-20
Ayrshire Capital Management LLC
1,489$478.1K0.2%MomentumMediumWestport, CT2026-10-20
Crossmark Global Holdings, Inc.
1,485$476.8K0.0%GARPMediumHouston, TX2026-10-21
Insight Wealth Strategies, LLC
1,478$474.6K0.0%ETFHighSan Ramon, CA2026-10-09
KPP Advisory Services LLC
1,467$471.0K0.1%GrowthMediumLouisville, KY2026-10-26
Linden Thomas Advisory Services, LLC
1,395$447.9K0.0%CoreLowCharlotte, NC2026-10-19
Laurion Capital Management LP
1,355$435.1K0.0%GrowthVery HighNew York, NY2026-10-30
Atria Investments, Inc
1,327$426.1K0.0%CoreMediumCharlotte, NC2026-10-15
Motley Fool Asset Management LLC
1,236$396.9K0.0%GrowthMediumAlexandria, VA2026-10-27
CIBC Asset Management Inc
1,234$396.2K0.0%GARPLowToronto, South Africa2026-11-05
Tcfg Investment Advisors, LLC
1,206$387.2K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Kestra Advisory Services, LLC
1,182$379.5K0.0%CoreLowAustin, TX2026-11-02
Abel Hall, LLC
1,149$368.9K0.1%CoreMediumBaton Rouge, LA2026-10-19
Ashton Thomas Private Wealth, LLC
1,135$364.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Layline Advisors, LLC
1,114$357.7K0.3%ETFLowRochester, NY2026-11-02
Vise Technologies, Inc.
1,075$345.3K0.0%IndexLowNew York, NY2026-10-29
Trek Financial, LLC
1,066$342.3K0.0%ETFHighScottsdale, AZ2026-10-29
Vista Finance, LLC
1,064$341.6K0.2%ETFLowSt. Louis, MO2026-10-23
Bryn Mawr Trust Advisors, LLC
951$305.3K0.0%CoreLowPhiladelphia, PA2026-11-04
MSH Capital Advisors LLC
920$295.5K0.0%CoreLowScottsdale, AZ2026-11-03
Lido Advisors, LLC
914$293.5K0.0%GrowthLowLos Angeles, CA2026-11-04
J. Team Financial, Inc.
896$287.7K0.2%CoreMediumAbilene, TX2026-11-03
B. Metzler seel. Sohn & Co. AG
780$250.4K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Simplex Trading, LLC
776$249.2K0.0%CoreVery HighChicago, IL2026-11-04
HB Wealth Management, LLC
773$248.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Whitaker-Myers Wealth Managers, Ltd.
770$247.1K0.0%ETFMediumMansfield, OH2026-10-09
KFG Wealth Management, LLC
756$242.7K0.0%ETFMediumGranger, IN2026-10-16
ProShare Advisors LLC
711$228.3K0.0%GrowthLowBethesda, MD2026-10-29
Ethic Inc.
709$227.6K0.0%CoreLowNew York, NY2026-11-03
Ausbil Investment Management Ltd
686$220.3K0.1%ValueMediumSydney, China2026-10-08
Fifth Third Wealth Advisors LLC
671$215.4K0.0%IndexVery LowCincinnati, OH2026-10-22
Gamma Investing LLC
667$214.2K0.0%IndexVery LowFoster City, CA2026-10-08
KBC Group NV
606$195.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Nisa Investment Advisors, LLC
538$172.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Blue Trust, Inc.
464$149.0K0.0%ETFLowBrentwood, TN2026-10-15
Catalyst Capital Advisors LLC
380$122.0K0.0%ETFVery LowSan Juan, PR2026-11-02
SBI Securities Co., Ltd.
332$106.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Cullen T Bankers, Inc.
250$80.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Strs Ohio
239$76.7K0.0%CoreMediumColumbus, OH2026-10-30
Versant Capital Management, Inc
236$75.8K0.0%GARPLowPhoenix, AZ2026-10-02
Parallel Advisors, LLC
215$69.0K0.0%IndexLowSan Francisco, CA2026-11-03
Root Financial Partners, LLC
198$63.6K0.0%ETFMediumEncinitas, CA2026-10-21
Signaturefd, LLC
164$52.7K0.0%IndexLowAtlanta, GA2026-10-23
Toth Financial Advisory Corp
159$51.1K0.0%CoreLowLeesburg, VA2026-10-08
Harbor Investment Advisory, LLC
150$48.2K0.0%GrowthLowLutherville, MD2026-10-13
IFP Advisors, Inc
144$46.2K0.0%GrowthLowTampa, FL2026-10-16
True Wealth Design, LLC
136$43.7K0.0%ETFMediumAkron, OH2026-10-13
Larson Financial Group LLC
125$40.1K0.0%GrowthLowSt Louis, MO2026-11-05
Spire Wealth Management
106$34.0K0.0%GrowthMediumMclean, VA2026-10-30
Pinnacle Wealth Planning Services, Inc.
102$32.8K0.0%GARPLowMansfield, OH2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
102$330.0%GARPLowChambersburg, PA2026-10-14
Essential Partners LLC
92$29.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Fortitude Family Office, LLC
92$29.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Silver Grove Financial Group, Inc.
90$28.9K0.0%CoreMediumOrchard Park, NY2026-11-05
J.Safra Asset Management Corp
85$27.3K0.0%ETFLowNew York, NY2026-11-03
Assetmark, Inc
78$25.0K0.0%ETFLowConcord, CA2026-10-21
Parkside Financial Bank & Trust
78$25.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
First Horizon Corp
70$22.5K0.0%CoreLowMemphis, TN2026-10-26
EverSource Wealth Advisors, LLC
66$21.2K0.0%CoreMediumBirmingham, AL2026-11-04
SJS Investment Consulting Inc.
60$19.3K0.0%ETFVery LowSylvania, OH2026-10-26
Caitong International Asset Management Co., Ltd
58$18.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
TD Waterhouse Canada Inc.
51$16.8K0.0%CoreLowToronto, Australia2026-10-16
Wilmington Savings Fund Society, FSB
46$14.8K0.0%CoreLowWilmington, DE2026-10-23
Sterling Capital Management LLC
40$12.8K0.0%GARPMediumCharlotte, NC2026-10-22
Private Trust Co NA
34$10.9K0.0%CoreLowCleveland, OH2026-10-20
JFS Wealth Advisors, LLC
34$10.9K0.0%ETFVery LowHermitage, PA2026-11-03
MassMutual Private Wealth & Trust, FSB
30$9.6K0.0%CoreLowSpringfield, MA2026-10-05
Covestor Ltd
26$90.0%ValueHighLondon, United Kingdom2026-10-30
Contravisory Investment Management, Inc.
26$8.3K0.0%MomentumHighNorwell, MA2026-10-13
Signature Equity Partners, LLC
25$8.0K0.0%GrowthMediumColumbus, OH2026-10-29
Harbor Capital Advisors, Inc.
24$80.0%ValueHighChicago, IL2026-10-22
Creative Capital Management Investments LLC
17$5.5K0.0%ETFLowSan Diego, CA2026-10-28
Farmers & Merchants Investments Inc
14$4.5K0.0%CoreVery LowLincoln, NE2026-10-22
Elevation Wealth Partners, LLC
13$4.2K0.0%ETFLowWalnut Creek, CA2026-10-07
Rossby Financial, LCC
12$3.9K0.0%ETFMediumMelbourne, FL2026-11-05
Bell Investment Advisors, Inc
12$3.9K0.0%ETFVery LowOrinda, CA2026-10-29
DiNuzzo Private Wealth, Inc.
12$3.9K0.0%ETFLowBeaver, PA2026-10-16
Rakuten Securities, Inc.
10$3.2K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Bare Financial Services, Inc
10$3.2K0.0%ETFVery LowGap, PA2026-11-04
Avion Wealth
8$20.0%ETFLowThe Woodlands, TX2026-11-04
Physician Wealth Advisors, Inc.
7$2.2K0.0%ETFMediumMidvale, UT2026-10-20
Hughes Financial Services, LLC
7$1.6K0.0%ETFLowHerndon, VA2026-10-30
WPG Advisers, LLC
6$1.9K0.0%CoreLowBaltimore, MD2026-10-27
Highline Wealth Partners LLC
6$1.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Cromwell Holdings LLC
6$1.9K0.0%IndexLowJackson, WY2026-10-28
Bay Harbor Wealth Management, LLC
6$1.9K0.0%ETFMediumHunt Valley, MD2026-11-03
Mather Group, Llc.
5$1.6K0.0%ETFMediumChicago, IL2026-10-14
Proathlete Wealth Management LLC
4$1.3K0.0%ETFVery LowBoca Raton, FL2026-10-15
TFC Financial Management, Inc.
2$6430.0%ETFVery LowBoston, MA2026-10-26
Provenance Wealth Advisors, LLC
2$6420.0%ETFLowFort Lauderdale, FL2026-10-30
Burk Holdings LLC
2$6420.0%ETFVery LowTulsa, OK2026-11-05
DecisionPoint Financial, LLC
2$6610.0%ETFVery LowMesa, AZ2026-10-27
Marquette Asset Management, LLC
2$6430.0%ETFVery LowMinneapolis, MN2026-10-09
Strengthening Families & Communities, LLC
2$6420.0%CoreMediumBoston, MA2026-10-21
Birchwood Financial Partners, Inc.
1$3210.0%ETFVery LowBloomington, MN2026-11-02
Activest Wealth Management
1$3210.0%ETFLowAventura, FL2026-10-15
Trust Co of Vermont
1$3210.0%CoreVery LowBrattleboro, VT2026-10-21