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Immunitybio Inc (IBRX)

CUSIP: 45256X103 | NYSE | Healthcare · Biotechnology | Mid Cap | 717 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/APatrick Soon-Shiong
with Nant Capital, LLC, Cambridge Equities, LP, MP 13 Ventures, LLC, +2 more
745,518,28564.8%New 5%+ stakeJul 31, 2026No 13F filer matched
13D/APatrick Soon-Shiong
with Nant Capital, LLC, MP 13 Ventures, LLC, California Capital Equity, LLC, +1 more
745,576,45666.3%+1,605,256Feb 23, 2026No 13F filer matched
13D/ANantMobile, LLC47,557,9344.8%Newly reportedNov 10, 2025No 13F filer matched
13D/APatrick Soon-Shiong745,518,285
64.8% of class · Jul 31, 2026New 5%+ stake
with Nant Capital, LLC, Cambridge Equities, LP, MP 13 Ventures, LLC, +2 more
No 13F filer matched
13D/APatrick Soon-Shiong745,576,456
66.3% of class · Feb 23, 2026+1,605,256
with Nant Capital, LLC, MP 13 Ventures, LLC, California Capital Equity, LLC, +1 more
No 13F filer matched
13D/ANantMobile, LLC47,557,934
4.8% of class · Nov 10, 2025Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

SEB Asset Management AB2,447,150
0.1% of portfolio›$23.1M
Principal Financial Group Inc1,737,724
0.0% of portfolio›$16.4M
Pictet Asset Management Holding SA832,486
0.0% of portfolio›$7.4M
Allen Holding Inc687,571
0.6% of portfolio›$6.5M
Kercheville Advisors, LLC613,385
1.6% of portfolio›$5.8M
D.A. Davidson & Co.541,963
0.0% of portfolio›$5.1M
Sheets Smith Wealth Management512,572
0.5% of portfolio›$4.8M
State of Michigan Retirement System500,000
0.0% of portfolio›$4.7M
Hennion & Walsh Asset Management, Inc.409,749
0.1% of portfolio›$3.9M
Plancorp, LLC386,040
0.1% of portfolio›$3.2M
Dimensional Fund Advisors LP309,030
0.0% of portfolio›$2.9M
Citigroup Inc280,552
0.0% of portfolio›$2.6M
Y-Intercept (Hong Kong) Ltd241,577
0.1% of portfolio›$2.3M
NIA Impact Advisors, LLC235,907
1.0% of portfolio›$2.2M
Doliver Advisors, LP210,000
0.4% of portfolio›$2.0M
Hussman Strategic Advisors, Inc.210,000
0.4% of portfolio›$2.0M
SBI Securities Co., Ltd.198,491
0.0% of portfolio›$1.9M
China Universal Asset Management Co., Ltd.193,379
0.1% of portfolio›$1.7M
Cambridge Investment Research Advisors, Inc.190,389
0.0% of portfolio›$1.8M
Profund Advisors LLC179,021
0.0% of portfolio›$1.7M
MFG Wealth Management, Inc.175,497
1.2% of portfolio›$1.7M
Collective Family Office LLC161,254
0.3% of portfolio›$1.5M
Commonwealth Equity Services, LLC145,829
0.0% of portfolio›$1.4M
Torrey Growth & Income Advisors132,775
0.4% of portfolio›$1.2M
Wealth Effects LLC121,850
0.3% of portfolio›$1.2M
State of New Jersey Common Pension Fund D118,387
0.0% of portfolio›$1.1M
Kestra Advisory Services, LLC115,410
0.0% of portfolio›$1.1M
Caitong International Asset Management Co., Ltd114,143
0.1% of portfolio›$1.1M
B. Riley Wealth Advisors, Inc.113,000
0.0% of portfolio›$1.1M
Cutler Investment Counsel LLC111,698
0.1% of portfolio›$1.1M
Arizona State Retirement System103,285
0.0% of portfolio›$975.0K
Regions Financial Corp102,200
0.0% of portfolio›$964.8K
Calamos Advisors LLC99,292
0.0% of portfolio›$937.3K
Truist Financial Corp96,973
0.0% of portfolio›$915.4K
Meridian Investment Counsel Inc.96,433
0.2% of portfolio›$910.3K
Verity Asset Management, Inc.90,906
0.3% of portfolio›$858.2K
ProShare Advisors LLC85,284
0.0% of portfolio›$805.1K
Creative Planning81,975
0.0% of portfolio›$773.8K
Davidson Kahn Capital Management, LLC80,000
0.3% of portfolio›$755.2K
Cherry Creek Investment Advisors, Inc.76,088
0.3% of portfolio›$718.3K
Virginia Retirement Systems ET Al76,000
0.0% of portfolio›$717.4K
TigerOak Management, L.L.C.72,368
0.2% of portfolio›$683.2K
Bell & Brown Wealth Advisors, LLC71,550
0.2% of portfolio›$675.4K
Accurate Wealth Management, LLC70,645
0.1% of portfolio›$714.8K
Retirement Planning Group, LLC70,222
0.0% of portfolio›$662.9K
Unique Wealth, LLC58,130
0.1% of portfolio›$548.7K
Courier Capital LLC56,000
0.0% of portfolio›$528.6K
Mirae Asset Global Investments Co., Ltd.54,159
0.0% of portfolio›$511.3K
Grimes & Co Wealth Management, LLC53,307
0.0% of portfolio›$503.2K
Visionary Wealth Advisors46,860
0.0% of portfolio›$442.4K
Wealth Management Partners, LLC39,860
0.1% of portfolio›$376.3K
Wolff Wiese Magana LLC37,774
0.2% of portfolio›$356.6K
Xponance LLC36,987
0.0% of portfolio›$349.2K
Cornerstone Wealth Group, LLC33,704
0.0% of portfolio›$318.2K
Crestwood Advisors Group, LLC32,358
0.0% of portfolio›$305.5K
CIBC Asset Management Inc31,794
0.0% of portfolio›$300.1K
Walser Wealth Management Company, A Ltd Liability Co30,000
0.1% of portfolio›$283.2K
Global Wealth Strategies & Associates29,034
0.1% of portfolio›$274.1K
Swiss Life Asset Management Ltd27,381
0.0% of portfolio›$258.5K
Private Capital Advisors, Inc.26,853
0.0% of portfolio›$253.5K
Wealth Enhancement Advisory Services, LLC26,238
0.0% of portfolio›$260.0K
Opal Wealth Advisors, LLC25,774
0.1% of portfolio›$243.3K
Firethorn Wealth Partners, LLC25,475
0.1% of portfolio›$240.5K
GF Fund Management Co. Ltd.25,053
0.0% of portfolio›$236.5K
Xcel Wealth Management, LLC25,000
0.1% of portfolio›$236.0K
AlphaCore Capital LLC24,779
0.0% of portfolio›$233.9K
Dillon & Associates Inc23,800
0.0% of portfolio›$214
Kestra Private Wealth Services, LLC23,198
0.0% of portfolio›$219.0K
IPG Investment Advisors LLC22,254
0.0% of portfolio›$210.1K
McAdam, LLC21,388
0.0% of portfolio›$201.9K
180 Wealth Advisors, LLC20,451
0.0% of portfolio›$193.1K
Sigma Planning Corp20,115
0.0% of portfolio›$189.9K
Sierra Ocean, LLC20,000
0.1% of portfolio›$188.8K
Concurrent Investment Advisors, LLC19,338
0.0% of portfolio›$182.6K
Traynor Capital Management, Inc.18,950
0.0% of portfolio›$178.9K
Prime Capital Investment Advisors, LLC18,870
0.0% of portfolio›$178.1K
Journey Advisory Group, LLC18,323
0.0% of portfolio›$173.0K
Sowell Financial Services LLC16,611
0.0% of portfolio›$156.8K
Farther Finance Advisors, LLC16,482
0.0% of portfolio›$155.6K
Chicago Partners Investment Group LLC16,029
0.0% of portfolio›$131.8K
Diversify Wealth Management, LLC15,014
0.0% of portfolio›$150.1K
Diversify Advisory Services, LLC15,014
0.0% of portfolio›$150.1K
Sanders Morris Harris LLC15,000
0.0% of portfolio›$126.6K
Prospera Financial Services Inc14,160
0.0% of portfolio›$117.4K
Apollon Wealth Management, LLC14,152
0.0% of portfolio›$133.6K
Capital Investment Advisors, LLC13,789
0.0% of portfolio›$130.2K
WealthPlan Investment Management, LLC13,650
0.0% of portfolio›$128.9K
Maltin Wealth Management, Inc.13,150
0.0% of portfolio›$124.1K
Sterling Capital Management LLC12,754
0.0% of portfolio›$120.4K
Lido Advisors, LLC12,282
0.0% of portfolio›$115.9K
Walleye Partners, LLC11,997
0.1% of portfolio›$113.3K
Vigilare Wealth Management11,890
0.0% of portfolio›$112.2K
Independent Financial Group, LLC11,825
0.0% of portfolio›$111.6K
Curran Financial Partners, LLC11,795
0.0% of portfolio›$111.3K
Hartford Financial Management Inc.11,498
0.0% of portfolio›$108.5K
Fortress Financial Solutions, LLC11,078
0.1% of portfolio›$104.6K
Cypress Wealth Services, LLC11,000
0.0% of portfolio›$106.6K
Powell Investment Advisors, LLC11,000
0.0% of portfolio›$103.8K
Richmond Investment Services, LLC10,811
0.0% of portfolio›$102.1K
Amalgamated Bank10,489
0.0% of portfolio›$99.0K
KBC Group NV10,307
0.0% of portfolio›$97.0K
Gerber Kawasaki Wealth & Investment Management10,051
0.0% of portfolio›$94.9K
Financial Enhancement Group LLC10,000
0.0% of portfolio›$97.5K
Clear Harbor Asset Management, LLC10,000
0.0% of portfolio›$94.4K
Slow Capital, Inc.10,000
0.0% of portfolio›$94.4K
Peddock Capital Advisors, LLC10,000
0.0% of portfolio›$94.4K
Archer Investment Corp5,872
0.0% of portfolio›$55.4K
Wilmington Savings Fund Society, FSB5,700
0.0% of portfolio›$53.8K
Nisa Investment Advisors, LLC5,522
0.0% of portfolio›$52.1K
RHL Group, LLC5,056
0.0% of portfolio›$47.7K
Golden State Wealth Management, LLC4,700
0.0% of portfolio›$44.4K
Lanark Financial, Inc.4,300
0.0% of portfolio›$40.6K
Strs Ohio4,300
0.0% of portfolio›$40.6K
Gamma Investing LLC3,807
0.0% of portfolio›$35.9K
Markowski Investments3,307
0.0% of portfolio›$31.2K
Compass Wealth Management LLC3,086
0.0% of portfolio›$29.1K
Blume Capital Management, Inc.3,000
0.0% of portfolio›$28.3K
Heritage Family Offices, LLP2,500
0.0% of portfolio›$23.6K
Blueline Advisors LLC2,295
0.0% of portfolio›$21.7K
CGC Financial Services, LLC2,000
0.0% of portfolio›$18.9K
Key FInancial Inc2,000
0.0% of portfolio›$18.9K
Nvwm, LLC1,893
0.0% of portfolio›$17.9K
Larson Financial Group LLC1,842
0.0% of portfolio›$17.4K
Ascentis Independent Advisors1,711
0.0% of portfolio›$16.1K
IFP Advisors, Inc1,700
0.0% of portfolio›$16.0K
Latitude Advisors, LLC1,600
0.0% of portfolio›$15.1K
GK Wealth Management LLC1,541
0.0% of portfolio›$14.5K
Elevation Wealth Partners, LLC1,500
0.0% of portfolio›$14.2K
Root Financial Partners, LLC1,454
0.0% of portfolio›$13.7K
Harbor Capital Advisors, Inc.1,348
0.0% of portfolio›$13
Bfsg, LLC1,300
0.0% of portfolio›$12.3K
American Capital Advisory, LLC1,177
0.0% of portfolio›$11.1K
Covestor Ltd1,074
0.0% of portfolio›$10
MTM Investment Management, LLC1,000
0.0% of portfolio›$9.4K
Parkside Financial Bank & Trust806
0.0% of portfolio›$7.6K
West Branch Capital LLC750
0.0% of portfolio›$7.1K
Avion Wealth666
0.0% of portfolio›$6
Silver Grove Financial Group, Inc.622
0.0% of portfolio›$5.9K
EverSource Wealth Advisors, LLC577
0.0% of portfolio›$5.4K
Harbor Investment Advisory, LLC505
0.0% of portfolio›$4.8K
Tsfg, LLC500
0.0% of portfolio›$5
Tradewinds Capital Management, LLC500
0.0% of portfolio›$4.7K
GoalVest Advisory LLC500
0.0% of portfolio›$4.7K
Creative Capital Management Investments LLC493
0.0% of portfolio›$4.7K
Fortitude Family Office, LLC450
0.0% of portfolio›$4.2K
JFS Wealth Advisors, LLC361
0.0% of portfolio›$3.4K
Spire Wealth Management270
0.0% of portfolio›$2.5K
MassMutual Private Wealth & Trust, FSB246
0.0% of portfolio›$2.3K
Nfsg Corp200
0.0% of portfolio›$1.9K
Toth Financial Advisory Corp140
0.0% of portfolio›$1.3K
Valley National Advisers Inc124
0.0% of portfolio›$1.2K
SJS Investment Consulting Inc.118
0.0% of portfolio›$1.1K
Bay Harbor Wealth Management, LLC108
0.0% of portfolio›$1.0K
Essential Partners LLC106
0.0% of portfolio›$1.0K
Planning Strategies Inc.100
0.0% of portfolio›$944
Grove Bank & Trust100
0.0% of portfolio›$944
DiNuzzo Private Wealth, Inc.100
0.0% of portfolio›$944
Main Street Group, LTD90
0.0% of portfolio›$850
Parallel Advisors, LLC79
0.0% of portfolio›$746
Marshall & Sterling Wealth Advisors Inc.50
0.0% of portfolio›$472
Hughes Financial Services, LLC46
0.0% of portfolio›$402
Buck Wealth Strategies, LLC28
0.0% of portfolio›$264
CoreCap Advisors, LLC23
0.0% of portfolio›$217
DecisionPoint Financial, LLC22
0.0% of portfolio›$205
Assetmark, Inc5
0.0% of portfolio›$47
Signature Resources Capital Management, LLC3
0.0% of portfolio›$28
Maryland Capital Advisors Inc.3
0.0% of portfolio›$29
StyleTurnoverLocationFiled
SEB Asset Management AB
2,447,150$23.1M0.1%CoreN/AStockholm, Sweden2026-11-04
Principal Financial Group Inc
1,737,724$16.4M0.0%CoreLowDes Moines, IA2026-11-02
Pictet Asset Management Holding SA
832,486$7.4M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Allen Holding Inc
687,571$6.5M0.6%YieldVery LowNew York, NY2026-11-03
Kercheville Advisors, LLC
613,385$5.8M1.6%GrowthMediumSan Antonio, TX2026-10-19
D.A. Davidson & Co.
541,963$5.1M0.0%CoreLowGreat Falls, MT2026-10-28
Sheets Smith Wealth Management
512,572$4.8M0.5%CoreLowWinston-Salem, NC2026-10-16
State of Michigan Retirement System
500,000$4.7M0.0%IndexLowEast Lansing, MI2026-10-27
Hennion & Walsh Asset Management, Inc.
409,749$3.9M0.1%ValueMediumParsippany, NJ2026-10-13
Plancorp, LLC
386,040$3.2M0.1%ETFLowSaint Louis, MO2026-11-03
Dimensional Fund Advisors LP
309,030$2.9M0.0%IndexLowAustin, TX2026-11-04
Citigroup Inc
280,552$2.6M0.0%CoreMediumNew York, NY2026-11-04
Y-Intercept (Hong Kong) Ltd
241,577$2.3M0.1%ValueVery HighHong Kong, South Korea2026-10-16
NIA Impact Advisors, LLC
235,907$2.2M1.0%CoreMediumOakland, CA2026-11-04
Doliver Advisors, LP
210,000$2.0M0.4%GARPLowHouston, TX2026-10-01
Hussman Strategic Advisors, Inc.
210,000$2.0M0.4%YieldVery HighEllicott City, MD2026-11-02
SBI Securities Co., Ltd.
198,491$1.9M0.0%Agg GrowthLowTokyo, Mexico2026-10-22
China Universal Asset Management Co., Ltd.
193,379$1.7M0.1%GrowthMediumShanghai, France2026-10-28
Cambridge Investment Research Advisors, Inc.
190,389$1.8M0.0%ETFLowFairfield, IA2026-11-02
Profund Advisors LLC
179,021$1.7M0.0%GrowthLowBethesda, MD2026-10-29
MFG Wealth Management, Inc.
175,497$1.7M1.2%GrowthHighIndianapolis, IN2026-10-09
Collective Family Office LLC
161,254$1.5M0.3%ETFLowYork, PA2026-10-05
Commonwealth Equity Services, LLC
145,829$1.4M0.0%ETFLowWaltham, MA2026-11-02
Torrey Growth & Income Advisors
132,775$1.2M0.4%CoreMediumDel Mar, CA2026-11-04
Wealth Effects LLC
121,850$1.2M0.3%GrowthLowBoston, MA2026-10-23
State of New Jersey Common Pension Fund D
118,387$1.1M0.0%CoreLowTrenton, NJ2026-11-05
Kestra Advisory Services, LLC
115,410$1.1M0.0%CoreLowAustin, TX2026-11-02
Caitong International Asset Management Co., Ltd
114,143$1.1M0.1%GrowthVery HighHong Kong, South Korea2026-10-29
B. Riley Wealth Advisors, Inc.
113,000$1.1M0.0%GrowthLowMemphis, TN2026-10-13
Cutler Investment Counsel LLC
111,698$1.1M0.1%CoreLowJacksonville, OR2026-10-28
Arizona State Retirement System
103,285$975.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
Regions Financial Corp
102,200$964.8K0.0%CoreLowBirmingham, AL2026-11-05
Calamos Advisors LLC
99,292$937.3K0.0%GrowthMediumNaperville, IL2026-11-02
Truist Financial Corp
96,973$915.4K0.0%CoreLowCharlotte, NC2026-10-30
Meridian Investment Counsel Inc.
96,433$910.3K0.2%GARPLowLafayette, CA2026-10-14
Verity Asset Management, Inc.
90,906$858.2K0.3%CoreMediumDurham, NC2026-10-30
ProShare Advisors LLC
85,284$805.1K0.0%GrowthLowBethesda, MD2026-10-29
Creative Planning
81,975$773.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Davidson Kahn Capital Management, LLC
80,000$755.2K0.3%GrowthLowSherman Oaks, CA2026-10-26
Cherry Creek Investment Advisors, Inc.
76,088$718.3K0.3%GrowthLowEnglewood, CO2026-10-14
Virginia Retirement Systems ET Al
76,000$717.4K0.0%CoreMediumRichmond, VA2026-10-28
TigerOak Management, L.L.C.
72,368$683.2K0.2%GrowthVery LowNashville, TN2026-10-23
Bell & Brown Wealth Advisors, LLC
71,550$675.4K0.2%GARPLowNewport Beach, CA2026-10-16
Accurate Wealth Management, LLC
70,645$714.8K0.1%CoreMediumWesley Chapel, FL2026-10-20
Retirement Planning Group, LLC
70,222$662.9K0.0%ETFVery LowLeawood, KS2026-10-19
Unique Wealth, LLC
58,130$548.7K0.1%ETFMediumTampa, FL2026-10-16
Courier Capital LLC
56,000$528.6K0.0%ETFLowBuffalo, NY2026-10-19
Mirae Asset Global Investments Co., Ltd.
54,159$511.3K0.0%GrowthLowSeoul, Malaysia2026-11-03
Grimes & Co Wealth Management, LLC
53,307$503.2K0.0%CoreLowWestborough, MA2026-10-29
Visionary Wealth Advisors
46,860$442.4K0.0%ETFLowO'Fallon, IL2026-11-04
Wealth Management Partners, LLC
39,860$376.3K0.1%Agg GrowthLowTucson, AZ2026-10-21
Wolff Wiese Magana LLC
37,774$356.6K0.2%GrowthLowCarslbad, CA2026-10-15
Xponance LLC
36,987$349.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Cornerstone Wealth Group, LLC
33,704$318.2K0.0%CoreMediumHuntersville, NC2026-11-02
Crestwood Advisors Group, LLC
32,358$305.5K0.0%GrowthLowBoston, MA2026-10-27
CIBC Asset Management Inc
31,794$300.1K0.0%GARPLowToronto, South Africa2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
30,000$283.2K0.1%GrowthHighTampa, FL2026-10-15
Global Wealth Strategies & Associates
29,034$274.1K0.1%ETFLowDenver, CO2026-10-02
Swiss Life Asset Management Ltd
27,381$258.5K0.0%CoreLowZurich, Switzerland2026-11-03
Private Capital Advisors, Inc.
26,853$253.5K0.0%Agg GrowthLowDarien, CT2026-10-06
Wealth Enhancement Advisory Services, LLC
26,238$260.0K0.0%CoreLowPlymouth, MN2026-10-13
Opal Wealth Advisors, LLC
25,774$243.3K0.1%ETFLowJericho, NY2026-10-16
Firethorn Wealth Partners, LLC
25,475$240.5K0.1%ETFLowAugusta, GA2026-10-14
GF Fund Management Co. Ltd.
25,053$236.5K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Xcel Wealth Management, LLC
25,000$236.0K0.1%CoreMediumHolly Hill, FL2026-10-26
AlphaCore Capital LLC
24,779$233.9K0.0%ETFLowLa Jolla, CA2026-11-04
Dillon & Associates Inc
23,800$2140.0%CoreVery LowJackson, MI2026-10-22
Kestra Private Wealth Services, LLC
23,198$219.0K0.0%GrowthLowAustin, TX2026-10-30
IPG Investment Advisors LLC
22,254$210.1K0.0%CoreMediumSan Diego, CA2026-10-30
McAdam, LLC
21,388$201.9K0.0%ETFLowPhiladelphia, PA2026-10-21
180 Wealth Advisors, LLC
20,451$193.1K0.0%CoreLowFederal Way, WA2026-11-03
Sigma Planning Corp
20,115$189.9K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Sierra Ocean, LLC
20,000$188.8K0.1%ETFLowRipon, CA2026-11-03
Concurrent Investment Advisors, LLC
19,338$182.6K0.0%GrowthMediumTampa, FL2026-10-16
Traynor Capital Management, Inc.
18,950$178.9K0.0%GrowthLowMalvern, PA2026-10-29
Prime Capital Investment Advisors, LLC
18,870$178.1K0.0%ETFLowOverland Park, KS2026-10-20
Journey Advisory Group, LLC
18,323$173.0K0.0%CoreMediumCovington, KY2026-11-04
Sowell Financial Services LLC
16,611$156.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Farther Finance Advisors, LLC
16,482$155.6K0.0%IndexLowSan Francisco, CA2026-10-08
Chicago Partners Investment Group LLC
16,029$131.8K0.0%GARPLowChicago, IL2026-10-27
Diversify Wealth Management, LLC
15,014$150.1K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
15,014$150.1K0.0%GrowthLowSandy, UT2026-10-20
Sanders Morris Harris LLC
15,000$126.6K0.0%GARPLowHouston, TX2026-10-14
Prospera Financial Services Inc
14,160$117.4K0.0%CoreMediumDallas, TX2026-11-04
Apollon Wealth Management, LLC
14,152$133.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Capital Investment Advisors, LLC
13,789$130.2K0.0%CoreLowAtlanta, GA2026-10-22
WealthPlan Investment Management, LLC
13,650$128.9K0.0%GrowthMediumOmaha, NE2026-10-15
Maltin Wealth Management, Inc.
13,150$124.1K0.0%ETFMediumRidgewood, NJ2026-10-13
Sterling Capital Management LLC
12,754$120.4K0.0%GARPMediumCharlotte, NC2026-10-22
Lido Advisors, LLC
12,282$115.9K0.0%GrowthLowLos Angeles, CA2026-11-04
Walleye Partners, LLC
11,997$113.3K0.1%ValueLowMadison, WI2026-10-13
Vigilare Wealth Management
11,890$112.2K0.0%ETFHighScottsdale, AZ2026-10-29
Independent Financial Group, LLC
11,825$111.6K0.0%GrowthLowSan Diego, CA2026-10-13
Curran Financial Partners, LLC
11,795$111.3K0.0%ETFMediumDaniel Island, SC2026-11-04
Hartford Financial Management Inc.
11,498$108.5K0.0%CoreLowWest Hartford, CT2026-10-21
Fortress Financial Solutions, LLC
11,078$104.6K0.1%ETFLowTucson, AZ2026-10-14
Cypress Wealth Services, LLC
11,000$106.6K0.0%ETFLowPalm Desert, CA2026-10-21
Powell Investment Advisors, LLC
11,000$103.8K0.0%ETFVery LowMiami, FL2026-10-22
Richmond Investment Services, LLC
10,811$102.1K0.0%ETFLowMequon, WI2026-10-29
Amalgamated Bank
10,489$99.0K0.0%CoreVery LowNew York, NY2026-10-23
KBC Group NV
10,307$97.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Gerber Kawasaki Wealth & Investment Management
10,051$94.9K0.0%ETFLowSanta Monica, CA2026-10-29
Financial Enhancement Group LLC
10,000$97.5K0.0%ETFMediumAnderson, IN2026-10-08
Clear Harbor Asset Management, LLC
10,000$94.4K0.0%CoreLowStamford, CT2026-11-05
Slow Capital, Inc.
10,000$94.4K0.0%Agg GrowthLowGreenbrae, CA2026-10-23
Peddock Capital Advisors, LLC
10,000$94.4K0.0%GrowthLowBraintree, MA2026-10-16
Archer Investment Corp
5,872$55.4K0.0%CoreMediumCarmel, IN2026-11-05
Wilmington Savings Fund Society, FSB
5,700$53.8K0.0%CoreLowWilmington, DE2026-10-23
Nisa Investment Advisors, LLC
5,522$52.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
RHL Group, LLC
5,056$47.7K0.0%ETFVery HighHolly, MI2026-11-04
Golden State Wealth Management, LLC
4,700$44.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Lanark Financial, Inc.
4,300$40.6K0.0%CoreMediumBirmingham, AL2026-10-26
Strs Ohio
4,300$40.6K0.0%CoreMediumColumbus, OH2026-10-30
Gamma Investing LLC
3,807$35.9K0.0%IndexVery LowFoster City, CA2026-10-08
Markowski Investments
3,307$31.2K0.0%ETFN/ATampa, FL2026-10-30
Compass Wealth Management LLC
3,086$29.1K0.0%GARPLowGuilford, CT2026-10-22
Blume Capital Management, Inc.
3,000$28.3K0.0%CoreMediumBerkeley, CA2026-10-26
Heritage Family Offices, LLP
2,500$23.6K0.0%GrowthHighScottsdale, AZ2026-11-02
Blueline Advisors LLC
2,295$21.7K0.0%ETFLowExeter, NH2026-10-15
CGC Financial Services, LLC
2,000$18.9K0.0%ETFLowLake Oswego, OR2026-10-13
Key FInancial Inc
2,000$18.9K0.0%ETFLowWest Chester, PA2026-11-02
Nvwm, LLC
1,893$17.9K0.0%GrowthMediumYardley, PA2026-10-14
Larson Financial Group LLC
1,842$17.4K0.0%GrowthLowSt Louis, MO2026-11-05
Ascentis Independent Advisors
1,711$16.1K0.0%ETFLowDallas, TX2026-11-03
IFP Advisors, Inc
1,700$16.0K0.0%GrowthLowTampa, FL2026-10-16
Latitude Advisors, LLC
1,600$15.1K0.0%ETFLowYorkville, IL2026-10-27
GK Wealth Management LLC
1,541$14.5K0.0%GARPVery HighReno, NV2026-10-09
Elevation Wealth Partners, LLC
1,500$14.2K0.0%ETFLowWalnut Creek, CA2026-10-07
Root Financial Partners, LLC
1,454$13.7K0.0%ETFMediumEncinitas, CA2026-10-21
Harbor Capital Advisors, Inc.
1,348$130.0%ValueHighChicago, IL2026-10-22
Bfsg, LLC
1,300$12.3K0.0%CoreLowIrvine, CA2026-10-30
American Capital Advisory, LLC
1,177$11.1K0.0%ETFLowKetchum, ID2026-10-28
Covestor Ltd
1,074$100.0%ValueHighLondon, United Kingdom2026-10-30
MTM Investment Management, LLC
1,000$9.4K0.0%CoreVery LowSpartanburg, SC2026-10-30
Parkside Financial Bank & Trust
806$7.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
West Branch Capital LLC
750$7.1K0.0%GrowthVery LowAmherst, MA2026-10-20
Avion Wealth
666$60.0%ETFLowThe Woodlands, TX2026-11-04
Silver Grove Financial Group, Inc.
622$5.9K0.0%CoreMediumOrchard Park, NY2026-11-05
EverSource Wealth Advisors, LLC
577$5.4K0.0%CoreMediumBirmingham, AL2026-11-04
Harbor Investment Advisory, LLC
505$4.8K0.0%GrowthLowLutherville, MD2026-10-13
Tsfg, LLC
500$50.0%ETFLowLake Forest, IL2026-10-23
Tradewinds Capital Management, LLC
500$4.7K0.0%ETFVery HighBellingham, WA2026-10-23
GoalVest Advisory LLC
500$4.7K0.0%ETFMediumNew York, NY2026-10-02
Creative Capital Management Investments LLC
493$4.7K0.0%ETFLowSan Diego, CA2026-10-28
Fortitude Family Office, LLC
450$4.2K0.0%ETFMediumScottsdale, AZ2026-10-14
JFS Wealth Advisors, LLC
361$3.4K0.0%ETFVery LowHermitage, PA2026-11-03
Spire Wealth Management
270$2.5K0.0%GrowthMediumMclean, VA2026-10-30
MassMutual Private Wealth & Trust, FSB
246$2.3K0.0%CoreLowSpringfield, MA2026-10-05
Nfsg Corp
200$1.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Toth Financial Advisory Corp
140$1.3K0.0%CoreLowLeesburg, VA2026-10-08
Valley National Advisers Inc
124$1.2K0.0%ETFLowBethlehem, PA2026-10-23
SJS Investment Consulting Inc.
118$1.1K0.0%ETFVery LowSylvania, OH2026-10-26
Bay Harbor Wealth Management, LLC
108$1.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Essential Partners LLC
106$1.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Planning Strategies Inc.
100$9440.0%ETFN/ALancaster, PA2026-10-02
Grove Bank & Trust
100$9440.0%ETFLowMiami, FL2026-10-08
DiNuzzo Private Wealth, Inc.
100$9440.0%ETFLowBeaver, PA2026-10-16
Main Street Group, LTD
90$8500.0%ETFMediumGlen Allen, VA2026-10-28
Parallel Advisors, LLC
79$7460.0%IndexLowSan Francisco, CA2026-11-03
Marshall & Sterling Wealth Advisors Inc.
50$4720.0%ETFMediumPoughkeepsie, NY2026-10-28
Hughes Financial Services, LLC
46$4020.0%ETFLowHerndon, VA2026-10-30
Buck Wealth Strategies, LLC
28$2640.0%ValueMediumDenver, CO2026-10-28
CoreCap Advisors, LLC
23$2170.0%ETFMediumSouthfield, MI2026-10-08
DecisionPoint Financial, LLC
22$2050.0%ETFVery LowMesa, AZ2026-10-27
Assetmark, Inc
5$470.0%ETFLowConcord, CA2026-10-21
Signature Resources Capital Management, LLC
3$280.0%ETFLowNewport Beach, CA2026-10-16
Maryland Capital Advisors Inc.
3$290.0%ETFVery LowChester, MD2026-10-15