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Interdigital Inc (IDCC)

CUSIP: 45867G101 | NYSE | Technology · Software - Application | Mid Cap | 1428 institutional holders

Quarters

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

Dimensional Fund Advisors LP665,529
0.0% of portfolio›$217.0M
Congress Asset Management Co458,053
1.0% of portfolio›$149.4M
Reinhart Partners, Llc.457,070
3.6% of portfolio›$149.0M
MacKenzie Financial Corp180,671
0.1% of portfolio›$58.9M
Capital Management Corp122,164
6.0% of portfolio›$39.8M
Principal Financial Group Inc116,767
0.0% of portfolio›$38.1M
Citigroup Inc53,614
0.0% of portfolio›$17.5M
1900 Wealth Management LLC46,597
0.8% of portfolio›$15.2M
Alps Advisors Inc46,262
0.1% of portfolio›$15.1M
Commonwealth Equity Services, LLC38,564
0.0% of portfolio›$12.6M
Assetmark, Inc27,587
0.0% of portfolio›$9.0M
Creative Planning27,448
0.0% of portfolio›$8.9M
Vest Financial, LLC26,680
0.1% of portfolio›$8.7M
Retirement Systems of Alabama26,617
0.0% of portfolio›$8.7M
Strid Group, LLC25,118
0.9% of portfolio›$8.2M
New York State Teachers Retirement System22,030
0.0% of portfolio›$7.2K
Riverwater Partners LLC21,517
1.9% of portfolio›$7.0M
Exchange Traded Concepts, LLC19,716
0.0% of portfolio›$6.4M
Truist Financial Corp16,843
0.0% of portfolio›$5.5M
HUB Investment Partners, LLC16,331
0.1% of portfolio›$5.3M
UniSuper Management Pty Ltd15,110
0.0% of portfolio›$4.9M
Cardinal Capital Management14,689
0.6% of portfolio›$4.8M
OAK Ridge Investments LLC13,746
0.3% of portfolio›$4.5M
Harbor Capital Advisors, Inc.13,102
0.0% of portfolio›$4.3K
Moran Wealth Management, LLC12,950
0.1% of portfolio›$4.2M
Amalgamated Bank11,067
0.0% of portfolio›$3.6K
DekaBank Deutsche Girozentrale10,076
0.0% of portfolio›$3.3M
Assenagon Asset Management S.A.9,927
0.0% of portfolio›$3.2M
Virginia Retirement Systems ET Al9,190
0.0% of portfolio›$3.0M
Mutual of America Capital Management LLC9,146
0.0% of portfolio›$3.0M
State of New Jersey Common Pension Fund D8,403
0.0% of portfolio›$2.7M
Stackstone Wealth, LLC8,379
0.3% of portfolio›$2.7M
Louisiana State Employees Retirement System7,700
0.0% of portfolio›$2.5M
Bernardo Wealth Planning LLC7,560
0.2% of portfolio›$2.5M
Arizona State Retirement System7,280
0.0% of portfolio›$2.4M
Achmea Investment Management B.V.7,200
0.0% of portfolio›$2.3M
Bridge City Capital, LLC7,174
0.5% of portfolio›$2.3M
Pictet Asset Management Holding SA6,854
0.0% of portfolio›$2.2M
BI Asset Management Fondsmaeglerselskab A/S6,690
0.0% of portfolio›$2.2K
Yousif Capital Management, LLC6,657
0.0% of portfolio›$2.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,160
0.0% of portfolio›$2.0M
State of Michigan Retirement System6,100
0.0% of portfolio›$2.0M
Smithbridge Asset Management Inc6,000
0.3% of portfolio›$2.0M
Quadrant Capital Group LLC5,936
0.1% of portfolio›$2.0M
Vise Technologies, Inc.5,874
0.0% of portfolio›$1.9M
Oregon Public Employees Retirement Fund5,341
0.0% of portfolio›$1.7M
Aubrey Capital Management Ltd5,120
1.5% of portfolio›$1.7M
ProShare Advisors LLC5,002
0.0% of portfolio›$1.6M
Gibbs Wealth Management4,817
0.2% of portfolio›$1.6M
Illinois Municipal Retirement Fund4,729
0.0% of portfolio›$1.5M
Sigma Planning Corp4,685
0.0% of portfolio›$1.5M
Strs Ohio4,600
0.0% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.4,395
0.0% of portfolio›$1.4M
Portside Wealth Group, LLC3,930
0.1% of portfolio›$1.3M
Burney Co/3,898
0.0% of portfolio›$1.3M
Oppenheimer Asset Management Inc.3,866
0.0% of portfolio›$1.3M
New York Life Investment Management LLC3,830
0.0% of portfolio›$1.2M
Xponance LLC3,781
0.0% of portfolio›$1.2M
OAK Family Advisors, LLC3,649
0.3% of portfolio›$1.2M
RFG Advisory, LLC3,502
0.0% of portfolio›$1.1M
Westside Investment Management, Inc.3,467
0.1% of portfolio›$1.1M
State of Wyoming3,356
0.1% of portfolio›$1.1M
State of Alaska, Department of Revenue3,348
0.0% of portfolio›$1.1K
Novem Group3,308
0.1% of portfolio›$1.1M
Asset Management One Co., Ltd.3,241
0.0% of portfolio›$1.1M
Allspring Global Investments Holdings, LLC3,240
0.0% of portfolio›$1.1M
Human Investing LLC3,000
0.1% of portfolio›$978.2K
Atria Investments, Inc2,952
0.0% of portfolio›$962.7K
B. Metzler seel. Sohn & Co. AG2,924
0.0% of portfolio›$953.4K
Apollon Wealth Management, LLC2,867
0.0% of portfolio›$934.8K
Wealth Enhancement Advisory Services, LLC2,829
0.0% of portfolio›$928.8K
Peterson Wealth Services2,668
0.2% of portfolio›$869.9K
Indivisible Partners2,484
0.0% of portfolio›$810.1K
Procyon Advisors, LLC2,426
0.0% of portfolio›$791.2K
Crossmark Global Holdings, Inc.2,396
0.0% of portfolio›$781.3K
Counterpoint Mutual Funds LLC2,370
0.1% of portfolio›$772.8K
Waters Parkerson & Co., LLC2,350
0.0% of portfolio›$766.3K
Imc-Chicago, LLC2,348
0.0% of portfolio›$765.6K
Bokf, NA2,314
0.0% of portfolio›$754.5K
City Holding Co2,244
0.1% of portfolio›$731.7K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies2,226
0.5% of portfolio›$725.8K
Evergreen Capital Management LLC2,202
0.0% of portfolio›$718.0K
Cohen Klingenstein LLC2,122
0.0% of portfolio›$691.9K
Gamma Investing LLC2,081
0.0% of portfolio›$678.6K
James Investment Research, Inc.1,944
0.1% of portfolio›$633.9K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,856
0.0% of portfolio›$605.2K
Essex LLC1,823
0.1% of portfolio›$594.3K
Elevation Point Wealth Partners, LLC1,818
0.0% of portfolio›$592.9K
Ethic Inc.1,780
0.0% of portfolio›$580.4K
Kestra Private Wealth Services, LLC1,741
0.0% of portfolio›$567.6K
Swiss Life Asset Management Ltd1,708
0.0% of portfolio›$556.9K
Choreo, LLC1,590
0.0% of portfolio›$518.4K
Nestegg Advisors, Inc.1,536
0.3% of portfolio›$500.8K
Cynosure Group, LLC1,531
0.1% of portfolio›$499.2K
MGO One Seven LLC1,459
0.0% of portfolio›$475.7K
Yorktown Management & Research Co Inc1,450
0.3% of portfolio›$472.8K
Argos Wealth Advisors, LLC1,436
0.1% of portfolio›$468.2K
Boston Trust Walden Corp1,435
0.0% of portfolio›$467.9K
Praxis Investment Management Inc1,402
0.1% of portfolio›$457.0K
Inspire Investing, LLC1,355
0.0% of portfolio›$441.8K
D'Orazio & Associates, Inc.1,335
0.0% of portfolio›$435.3K
Brighton Jones LLC1,300
0.0% of portfolio›$424.0K
Ridgepath Capital Management LLC1,281
0.2% of portfolio›$417.8K
Fifth Third Wealth Advisors LLC1,243
0.0% of portfolio›$405.3K
Waldron Private Wealth LLC1,234
0.0% of portfolio›$402.4K
Formidable Asset Management, LLC1,200
0.1% of portfolio›$339.8K
Signaturefd, LLC1,186
0.0% of portfolio›$386.7K
Abel Hall, LLC1,175
0.1% of portfolio›$383.1K
Blue Trust, Inc.1,170
0.0% of portfolio›$381.5K
Monument Capital Management1,154
0.1% of portfolio›$376.3K
First Citizens Bank & Trust Co1,142
0.0% of portfolio›$372.4K
Kestra Advisory Services, LLC1,115
0.0% of portfolio›$363.6K
StoneX Group Inc.1,106
0.0% of portfolio›$358.8K
Norden Group LLC1,094
0.0% of portfolio›$356.7K
Outlook Wealth Advisors, LLC1,092
0.1% of portfolio›$356.1K
Farther Finance Advisors, LLC1,082
0.0% of portfolio›$352.9K
Profund Advisors LLC1,077
0.0% of portfolio›$351.2K
Financial & Tax Architects, LLC1,066
0.1% of portfolio›$347.6K
Linden Thomas Advisory Services, LLC1,028
0.0% of portfolio›$335.2K
Rydar Equities, Inc.1,008
0.2% of portfolio›$333.4K
Weybosset Research & Management LLC1,005
0.1% of portfolio›$327.7K
Simplicity Wealth,LLC1,000
0.0% of portfolio›$326.1K
Avantra Family Wealth, Inc.1,000
0.2% of portfolio›$326.1K
LCM Capital Management Inc1,000
0.1% of portfolio›$326.1K
Archer Investment Corp970
0.1% of portfolio›$316.3K
Pinnacle Wealth Planning Services, Inc.944
0.0% of portfolio›$307.8K
SkyOak Wealth, LLC900
0.0% of portfolio›$293.5K
Diversify Wealth Management, LLC886
0.0% of portfolio›$290.8K
Diversify Advisory Services, LLC886
0.0% of portfolio›$290.8K
Sterling Capital Management LLC862
0.0% of portfolio›$281.1K
Morton Brown Family Wealth, LLC850
0.1% of portfolio›$277.2K
Ascent Group, LLC835
0.0% of portfolio›$272.3K
Key FInancial Inc824
0.0% of portfolio›$268.7K
Retirement Guys Formula LLC824
0.1% of portfolio›$268.8K
River Street Advisors LLC820
0.1% of portfolio›$267.4K
Sanchez Gaunt Capital Management, LLC812
0.1% of portfolio›$264.8K
CIBC Asset Management Inc804
0.0% of portfolio›$262.2K
KBC Group NV777
0.0% of portfolio›$253
Kathmere Capital Management, LLC768
0.0% of portfolio›$250.4K
Old National Bancorp709
0.0% of portfolio›$231.2K
Bensler, LLC704
0.0% of portfolio›$229.5K
Chicago Capital, LLC692
0.0% of portfolio›$225.6K
Baron Wealth Management LLC687
0.1% of portfolio›$224.1K
Nisa Investment Advisors, LLC686
0.0% of portfolio›$223.7K
Independent Wealth Network Inc.681
0.1% of portfolio›$222.2K
Chicago Partners Investment Group LLC659
0.0% of portfolio›$215.7K
Stronghold Wealth Management L.L.C.639
0.3% of portfolio›$208.4K
Parkside Financial Bank & Trust633
0.0% of portfolio›$206.4K
Juncture Wealth Strategies, LLC630
0.1% of portfolio›$205.4K
Buck Wealth Strategies, LLC559
0.0% of portfolio›$182.3K
Creative Financial Designs Inc507
0.0% of portfolio›$165.3K
TD Private Client Wealth LLC497
0.0% of portfolio›$162.1K
JFS Wealth Advisors, LLC462
0.0% of portfolio›$150.8K
OP Asset Management Ltd444
0.0% of portfolio›$144.8K
SBI Securities Co., Ltd.395
0.0% of portfolio›$128.8K
1620 Investment Advisors, Inc.249
0.1% of portfolio›$81.2K
Parallel Advisors, LLC227
0.0% of portfolio›$74.0K
Reyes Financial Architecture, Inc.201
0.0% of portfolio›$65.5K
Prudent Man Investment Management, Inc.200
0.0% of portfolio›$65.2K
Hickory Point Bank & Trust200
0.0% of portfolio›$65.2K
Bank Julius Baer & Co. Ltd, Zurich197
0.0% of portfolio›$64.2K
Glass Jacobson Investment Advisors llc175
0.0% of portfolio›$57.1K
Mather Group, Llc.142
0.0% of portfolio›$46.3K
EverSource Wealth Advisors, LLC135
0.0% of portfolio›$44.2K
Versant Capital Management, Inc132
0.0% of portfolio›$43.0K
Ares Financial Consulting, LLC130
0.0% of portfolio›$42.4K
Cullen T Bankers, Inc.122
0.0% of portfolio›$39.8K
Root Financial Partners, LLC119
0.0% of portfolio›$38.8K
Gen-Wealth Partners Inc113
0.0% of portfolio›$36.9K
KFG LLC111
0.0% of portfolio›$36.2K
Wilmington Savings Fund Society, FSB110
0.0% of portfolio›$35.9K
Costello Asset Management, Inc100
0.0% of portfolio›$32.6K
Polaris Financial Partners100
0.0% of portfolio›$33
Silver Grove Financial Group, Inc.92
0.0% of portfolio›$30.0K
Kings Path Partners LLC71
0.0% of portfolio›$23.2K
IFP Advisors, Inc62
0.0% of portfolio›$20.2K
First Horizon Corp58
0.0% of portfolio›$18.9K
Latitude Advisors, LLC55
0.0% of portfolio›$17.8K
MassMutual Private Wealth & Trust, FSB46
0.0% of portfolio›$15.0K
Bare Financial Services, Inc46
0.0% of portfolio›$15.0K
Bell Investment Advisors, Inc41
0.0% of portfolio›$13.4K
Pathway Financial Advisers, LLC38
0.0% of portfolio›$12.4K
GK Wealth Management LLC38
0.0% of portfolio›$12.3K
Cedar Mountain Advisors, LLC37
0.0% of portfolio›$12.1K
Owl Creek Wealth Partners LLC37
0.0% of portfolio›$12.1K
Hazlett, Burt & Watson, Inc.37
0.0% of portfolio›$12.0K
WPG Advisers, LLC37
0.0% of portfolio›$12.1K
Covestor Ltd36
0.0% of portfolio›$12
First Pacific Financial34
0.0% of portfolio›$11.1K
Fortitude Family Office, LLC34
0.0% of portfolio›$11.1K
Cassaday & Co Wealth Management LLC31
0.0% of portfolio›$10.0K
Private Wealth Management Group, LLC28
0.0% of portfolio›$9.1K
SJS Investment Consulting Inc.22
0.0% of portfolio›$7.2K
Farmers & Merchants Investments Inc21
0.0% of portfolio›$6.8K
Rakuten Securities, Inc.20
0.0% of portfolio›$6.5K
Torren Management, LLC16
0.0% of portfolio›$5.3K
High Note Wealth, LLC16
0.0% of portfolio›$5.2K
Private Trust Co NA15
0.0% of portfolio›$4.9K
Essential Partners LLC14
0.0% of portfolio›$4.6K
Hughes Financial Services, LLC13
0.0% of portfolio›$4.3K
Financial Network Wealth Advisors LLC11
0.0% of portfolio›$3.6K
Creative Capital Management Investments LLC7
0.0% of portfolio›$2.3K
Bay Harbor Wealth Management, LLC6
0.0% of portfolio›$2.0K
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$2.0K
Valley National Advisers Inc4
0.0% of portfolio›$1.3K
Physician Wealth Advisors, Inc.3
0.0% of portfolio›$979
Provenance Wealth Advisors, LLC2
0.0% of portfolio›$652
DecisionPoint Financial, LLC2
0.0% of portfolio›$680
Signature Equity Partners, LLC1
0.0% of portfolio›$326
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
665,529$217.0M0.0%IndexLowAustin, TX2026-11-04
Congress Asset Management Co
458,053$149.4M1.0%GrowthMediumBoston, MA2026-10-06
Reinhart Partners, Llc.
457,070$149.0M3.6%ValueMediumMequon, WI2026-10-09
MacKenzie Financial Corp
180,671$58.9M0.1%CoreMediumToronto Ontario, Australia2026-11-02
Capital Management Corp
122,164$39.8M6.0%YieldMediumGlen Allen, VA2026-10-29
Principal Financial Group Inc
116,767$38.1M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
53,614$17.5M0.0%CoreMediumNew York, NY2026-11-04
1900 Wealth Management LLC
46,597$15.2M0.8%ETFLowSan Antonio, TX2026-10-13
Alps Advisors Inc
46,262$15.1M0.1%YieldLowDenver, CO2026-11-03
Commonwealth Equity Services, LLC
38,564$12.6M0.0%ETFLowWaltham, MA2026-11-02
Assetmark, Inc
27,587$9.0M0.0%ETFLowConcord, CA2026-10-21
Creative Planning
27,448$8.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Vest Financial, LLC
26,680$8.7M0.1%ValueMediumMclean, VA2026-10-21
Retirement Systems of Alabama
26,617$8.7M0.0%IndexLowMontgomery, AL2026-11-04
Strid Group, LLC
25,118$8.2M0.9%ETFLowNewtown Square, PA2026-10-28
New York State Teachers Retirement System
22,030$7.2K0.0%CoreVery LowAlbany, NY2026-10-22
Riverwater Partners LLC
21,517$7.0M1.9%ValueMediumMilwaukee, WI2026-11-03
Exchange Traded Concepts, LLC
19,716$6.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Truist Financial Corp
16,843$5.5M0.0%CoreLowCharlotte, NC2026-10-30
HUB Investment Partners, LLC
16,331$5.3M0.1%GrowthLowAustin, TX2026-11-03
UniSuper Management Pty Ltd
15,110$4.9M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Cardinal Capital Management
14,689$4.8M0.6%ValueVery LowRaleigh, NC2026-10-21
OAK Ridge Investments LLC
13,746$4.5M0.3%MomentumMediumChicago, IL2026-10-30
Harbor Capital Advisors, Inc.
13,102$4.3K0.0%ValueHighChicago, IL2026-10-22
Moran Wealth Management, LLC
12,950$4.2M0.1%CoreMediumNaples, FL2026-10-22
Amalgamated Bank
11,067$3.6K0.0%CoreVery LowNew York, NY2026-10-23
DekaBank Deutsche Girozentrale
10,076$3.3M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Assenagon Asset Management S.A.
9,927$3.2M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Virginia Retirement Systems ET Al
9,190$3.0M0.0%CoreMediumRichmond, VA2026-10-28
Mutual of America Capital Management LLC
9,146$3.0M0.0%IndexLowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
8,403$2.7M0.0%CoreLowTrenton, NJ2026-11-05
Stackstone Wealth, LLC
8,379$2.7M0.3%CoreN/ADubuque, IA2026-10-19
Louisiana State Employees Retirement System
7,700$2.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Bernardo Wealth Planning LLC
7,560$2.5M0.2%ETFVery LowHarleysville, PA2026-10-23
Arizona State Retirement System
7,280$2.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Achmea Investment Management B.V.
7,200$2.3M0.0%CoreMediumZeist, Philippines2026-10-30
Bridge City Capital, LLC
7,174$2.3M0.5%ValueMediumLake Oswego, OR2026-10-29
Pictet Asset Management Holding SA
6,854$2.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
6,690$2.2K0.0%CoreMediumKobenhavn, Greece2026-10-22
Yousif Capital Management, LLC
6,657$2.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
6,160$2.0M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
6,100$2.0M0.0%IndexLowEast Lansing, MI2026-10-27
Smithbridge Asset Management Inc
6,000$2.0M0.3%GrowthLowChadds Ford, PA2026-10-19
Quadrant Capital Group LLC
5,936$2.0M0.1%CoreLowCincinnati, OH2026-10-20
Vise Technologies, Inc.
5,874$1.9M0.0%IndexLowNew York, NY2026-10-29
Oregon Public Employees Retirement Fund
5,341$1.7M0.0%IndexVery LowTigard, OR2026-10-30
Aubrey Capital Management Ltd
5,120$1.7M1.5%MomentumHighEdinburgh, United Kingdom2026-10-19
ProShare Advisors LLC
5,002$1.6M0.0%GrowthLowBethesda, MD2026-10-29
Gibbs Wealth Management
4,817$1.6M0.2%CoreLowAlpharetta, GA2026-10-22
Illinois Municipal Retirement Fund
4,729$1.5M0.0%CoreMediumOak Brook, IL2026-11-05
Sigma Planning Corp
4,685$1.5M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Strs Ohio
4,600$1.5M0.0%CoreMediumColumbus, OH2026-10-30
Cambridge Investment Research Advisors, Inc.
4,395$1.4M0.0%ETFLowFairfield, IA2026-11-02
Portside Wealth Group, LLC
3,930$1.3M0.1%CoreMediumProvo, UT2026-10-20
Burney Co/
3,898$1.3M0.0%GARPMediumReston, VA2026-10-15
Oppenheimer Asset Management Inc.
3,866$1.3M0.0%CoreMediumNew York, NY2026-10-27
New York Life Investment Management LLC
3,830$1.2M0.0%GrowthLowNew York, NY2026-11-04
Xponance LLC
3,781$1.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
OAK Family Advisors, LLC
3,649$1.2M0.3%CoreMediumChicago, IL2026-10-19
RFG Advisory, LLC
3,502$1.1M0.0%ETFMediumBirmingham, AL2026-11-03
Westside Investment Management, Inc.
3,467$1.1M0.1%GrowthLowSanta Monica, CA2026-11-02
State of Wyoming
3,356$1.1M0.1%ValueHighCheyenne, WY2026-10-28
State of Alaska, Department of Revenue
3,348$1.1K0.0%CoreVery LowJuneau, AK2026-10-15
Novem Group
3,308$1.1M0.1%ETFMediumRochester, NY2026-10-19
Asset Management One Co., Ltd.
3,241$1.1M0.0%IndexVery LowTokyo, Mexico2026-10-27
Allspring Global Investments Holdings, LLC
3,240$1.1M0.0%CoreMediumCharlotte, NC2026-11-04
Human Investing LLC
3,000$978.2K0.1%ETFVery LowLake Oswego, OR2026-10-19
Atria Investments, Inc
2,952$962.7K0.0%CoreMediumCharlotte, NC2026-10-15
B. Metzler seel. Sohn & Co. AG
2,924$953.4K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Apollon Wealth Management, LLC
2,867$934.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Wealth Enhancement Advisory Services, LLC
2,829$928.8K0.0%CoreLowPlymouth, MN2026-10-13
Peterson Wealth Services
2,668$869.9K0.2%GrowthHighSouth Ogden, UT2026-10-26
Indivisible Partners
2,484$810.1K0.0%GrowthMediumClearwater, FL2026-10-26
Procyon Advisors, LLC
2,426$791.2K0.0%CoreVery LowShelton, CT2026-10-21
Crossmark Global Holdings, Inc.
2,396$781.3K0.0%GARPMediumHouston, TX2026-10-21
Counterpoint Mutual Funds LLC
2,370$772.8K0.1%Deep ValueVery HighSan Diego, CA2026-10-16
Waters Parkerson & Co., LLC
2,350$766.3K0.0%CoreVery LowNew Orleans, LA2026-11-04
Imc-Chicago, LLC
2,348$765.6K0.0%GARPVery HighChicago, IL2026-11-05
Bokf, NA
2,314$754.5K0.0%CoreLowTulsa, OK2026-10-27
City Holding Co
2,244$731.7K0.1%CoreLowCharleston, WV2026-10-19
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
2,226$725.8K0.5%ETFVery LowLynchburg, VA2026-10-27
Evergreen Capital Management LLC
2,202$718.0K0.0%GARPMediumBellevue, WA2026-10-23
Cohen Klingenstein LLC
2,122$691.9K0.0%CoreVery LowNew York, NY2026-10-15
Gamma Investing LLC
2,081$678.6K0.0%IndexVery LowFoster City, CA2026-10-08
James Investment Research, Inc.
1,944$633.9K0.1%CoreLowAlpha, OH2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,856$605.2K0.0%GrowthVery LowSeattle, WA2026-10-27
Essex LLC
1,823$594.3K0.1%ETFLowDeer Park, IL2026-10-14
Elevation Point Wealth Partners, LLC
1,818$592.9K0.0%CoreHighDenver, CO2026-11-05
Ethic Inc.
1,780$580.4K0.0%CoreLowNew York, NY2026-11-03
Kestra Private Wealth Services, LLC
1,741$567.6K0.0%GrowthLowAustin, TX2026-10-30
Swiss Life Asset Management Ltd
1,708$556.9K0.0%CoreLowZurich, Switzerland2026-11-03
Choreo, LLC
1,590$518.4K0.0%IndexLowRockford, IL2026-10-28
Nestegg Advisors, Inc.
1,536$500.8K0.3%ETFLowHauppauge, NY2026-10-21
Cynosure Group, LLC
1,531$499.2K0.1%ETFMediumSalt Lake City, UT2026-11-03
MGO One Seven LLC
1,459$475.7K0.0%GrowthLowBeachwood, OH2026-10-28
Yorktown Management & Research Co Inc
1,450$472.8K0.3%MomentumMediumForest, VA2026-10-28
Argos Wealth Advisors, LLC
1,436$468.2K0.1%GrowthLowSacramento, CA2026-11-02
Boston Trust Walden Corp
1,435$467.9K0.0%CoreLowBoston, MA2026-10-30
Praxis Investment Management Inc
1,402$457.0K0.1%CoreLowGoshen, IN2026-11-03
Inspire Investing, LLC
1,355$441.8K0.0%GARPHighMeridian, ID2026-10-22
D'Orazio & Associates, Inc.
1,335$435.3K0.0%ETFLowVienna, VA2026-11-04
Brighton Jones LLC
1,300$424.0K0.0%CoreVery LowSeattle, WA2026-11-03
Ridgepath Capital Management LLC
1,281$417.8K0.2%ETFHighKnoxville, TN2026-10-29
Fifth Third Wealth Advisors LLC
1,243$405.3K0.0%IndexVery LowCincinnati, OH2026-10-22
Waldron Private Wealth LLC
1,234$402.4K0.0%ETFVery LowBridgeville, PA2026-11-02
Formidable Asset Management, LLC
1,200$339.8K0.1%CoreLowCincinnati, OH2026-11-03
Signaturefd, LLC
1,186$386.7K0.0%IndexLowAtlanta, GA2026-10-23
Abel Hall, LLC
1,175$383.1K0.1%CoreMediumBaton Rouge, LA2026-10-19
Blue Trust, Inc.
1,170$381.5K0.0%ETFLowBrentwood, TN2026-10-15
Monument Capital Management
1,154$376.3K0.1%GARPHighAlexandria, VA2026-10-09
First Citizens Bank & Trust Co
1,142$372.4K0.0%CoreMediumRaleigh, NC2026-10-14
Kestra Advisory Services, LLC
1,115$363.6K0.0%CoreLowAustin, TX2026-11-02
StoneX Group Inc.
1,106$358.8K0.0%ETFMediumNew York, NY2026-11-03
Norden Group LLC
1,094$356.7K0.0%GrowthMediumProvo, UT2026-10-20
Outlook Wealth Advisors, LLC
1,092$356.1K0.1%ETFMediumShenandoah, TX2026-10-28
Farther Finance Advisors, LLC
1,082$352.9K0.0%IndexLowSan Francisco, CA2026-10-08
Profund Advisors LLC
1,077$351.2K0.0%GrowthLowBethesda, MD2026-10-29
Financial & Tax Architects, LLC
1,066$347.6K0.1%CoreHighSt Louis, MO2026-10-15
Linden Thomas Advisory Services, LLC
1,028$335.2K0.0%CoreLowCharlotte, NC2026-10-19
Rydar Equities, Inc.
1,008$333.4K0.2%CoreVery LowWeatherford, TX2026-10-13
Weybosset Research & Management LLC
1,005$327.7K0.1%CoreVery LowProvidence, RI2026-10-19
Simplicity Wealth,LLC
1,000$326.1K0.0%ETFLowSummit, NJ2026-10-23
Avantra Family Wealth, Inc.
1,000$326.1K0.2%CoreMediumMechanicsburg, PA2026-10-20
LCM Capital Management Inc
1,000$326.1K0.1%GrowthVery LowChicago, IL2026-10-20
Archer Investment Corp
970$316.3K0.1%CoreMediumCarmel, IN2026-11-05
Pinnacle Wealth Planning Services, Inc.
944$307.8K0.0%GARPLowMansfield, OH2026-10-27
SkyOak Wealth, LLC
900$293.5K0.0%ETFLowSouthfield, MI2026-10-28
Diversify Wealth Management, LLC
886$290.8K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
886$290.8K0.0%GrowthLowSandy, UT2026-10-20
Sterling Capital Management LLC
862$281.1K0.0%GARPMediumCharlotte, NC2026-10-22
Morton Brown Family Wealth, LLC
850$277.2K0.1%ETFVery LowAllentown, PA2026-10-23
Ascent Group, LLC
835$272.3K0.0%CoreLowVirginia Beach, VA2026-10-30
Key FInancial Inc
824$268.7K0.0%ETFLowWest Chester, PA2026-11-02
Retirement Guys Formula LLC
824$268.8K0.1%CoreMediumMaumee, OH2026-10-26
River Street Advisors LLC
820$267.4K0.1%CoreLowAurora, IL2026-10-22
Sanchez Gaunt Capital Management, LLC
812$264.8K0.1%ETFN/AReno, NV2026-11-03
CIBC Asset Management Inc
804$262.2K0.0%GARPLowToronto, South Africa2026-11-05
KBC Group NV
777$2530.0%CoreMediumBrussels, Czech Republic2026-10-22
Kathmere Capital Management, LLC
768$250.4K0.0%ETFLowWayne, PA2026-10-20
Old National Bancorp
709$231.2K0.0%CoreLowEvansville, IN2026-10-20
Bensler, LLC
704$229.5K0.0%MomentumMediumBellevue, WA2026-11-05
Chicago Capital, LLC
692$225.6K0.0%GrowthLowChicago, IL2026-10-13
Baron Wealth Management LLC
687$224.1K0.1%CoreLowTroy, MI2026-10-27
Nisa Investment Advisors, LLC
686$223.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Independent Wealth Network Inc.
681$222.2K0.1%ETFMediumUrbandale, IA2026-10-19
Chicago Partners Investment Group LLC
659$215.7K0.0%GARPLowChicago, IL2026-10-27
Stronghold Wealth Management L.L.C.
639$208.4K0.3%CoreLowTampa, FL2026-10-16
Parkside Financial Bank & Trust
633$206.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Juncture Wealth Strategies, LLC
630$205.4K0.1%ETFLowScottsdale, AZ2026-10-06
Buck Wealth Strategies, LLC
559$182.3K0.0%ValueMediumDenver, CO2026-10-28
Creative Financial Designs Inc
507$165.3K0.0%ETFMediumKokomo, IN2026-11-04
TD Private Client Wealth LLC
497$162.1K0.0%ETFLowNew York, NY2026-10-28
JFS Wealth Advisors, LLC
462$150.8K0.0%ETFVery LowHermitage, PA2026-11-03
OP Asset Management Ltd
444$144.8K0.0%GrowthMediumHelsinki, Hungary2026-11-05
SBI Securities Co., Ltd.
395$128.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
1620 Investment Advisors, Inc.
249$81.2K0.1%ValueLowPlymouth, MA2026-11-04
Parallel Advisors, LLC
227$74.0K0.0%IndexLowSan Francisco, CA2026-11-03
Reyes Financial Architecture, Inc.
201$65.5K0.0%ETFVery HighSan Diego, CA2026-10-22
Prudent Man Investment Management, Inc.
200$65.2K0.0%ETFVery LowLouisville, CO2026-11-03
Hickory Point Bank & Trust
200$65.2K0.0%CoreVery LowDecatur, IL2026-10-01
Bank Julius Baer & Co. Ltd, Zurich
197$64.2K0.0%GrowthMediumZurich, Switzerland2026-10-29
Glass Jacobson Investment Advisors llc
175$57.1K0.0%ETFLowOwings Mills, MD2026-10-26
Mather Group, Llc.
142$46.3K0.0%ETFMediumChicago, IL2026-10-14
EverSource Wealth Advisors, LLC
135$44.2K0.0%CoreMediumBirmingham, AL2026-11-04
Versant Capital Management, Inc
132$43.0K0.0%GARPLowPhoenix, AZ2026-10-02
Ares Financial Consulting, LLC
130$42.4K0.0%CoreLowCalabasas, CA2026-10-19
Cullen T Bankers, Inc.
122$39.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Root Financial Partners, LLC
119$38.8K0.0%ETFMediumEncinitas, CA2026-10-21
Gen-Wealth Partners Inc
113$36.9K0.0%CoreLowZeeland, MI2026-11-04
KFG LLC
111$36.2K0.0%ETFN/ARapid City, SD2026-11-02
Wilmington Savings Fund Society, FSB
110$35.9K0.0%CoreLowWilmington, DE2026-10-23
Costello Asset Management, Inc
100$32.6K0.0%CoreLowFeasterville, PA2026-10-30
Polaris Financial Partners
100$330.0%GrowthN/AWesterville, OH2026-10-02
Silver Grove Financial Group, Inc.
92$30.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Kings Path Partners LLC
71$23.2K0.0%ETFVery LowSugar Land, TX2026-10-21
IFP Advisors, Inc
62$20.2K0.0%GrowthLowTampa, FL2026-10-16
First Horizon Corp
58$18.9K0.0%CoreLowMemphis, TN2026-10-26
Latitude Advisors, LLC
55$17.8K0.0%ETFLowYorkville, IL2026-10-27
MassMutual Private Wealth & Trust, FSB
46$15.0K0.0%CoreLowSpringfield, MA2026-10-05
Bare Financial Services, Inc
46$15.0K0.0%ETFVery LowGap, PA2026-11-04
Bell Investment Advisors, Inc
41$13.4K0.0%ETFVery LowOrinda, CA2026-10-29
Pathway Financial Advisers, LLC
38$12.4K0.0%CoreLowAuburn, IN2026-10-27
GK Wealth Management LLC
38$12.3K0.0%GARPVery HighReno, NV2026-10-09
Cedar Mountain Advisors, LLC
37$12.1K0.0%ETFVery LowLake Oswego, OR2026-10-15
Owl Creek Wealth Partners LLC
37$12.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Hazlett, Burt & Watson, Inc.
37$12.0K0.0%CoreVery LowWheeling, WV2026-11-04
WPG Advisers, LLC
37$12.1K0.0%CoreLowBaltimore, MD2026-10-27
Covestor Ltd
36$120.0%ValueHighLondon, United Kingdom2026-10-30
First Pacific Financial
34$11.1K0.0%ETFLowVancouver, WA2026-10-14
Fortitude Family Office, LLC
34$11.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Cassaday & Co Wealth Management LLC
31$10.0K0.0%ETFVery LowMclean, VA2026-10-27
Private Wealth Management Group, LLC
28$9.1K0.0%ETFLowPrinceton, NJ2026-10-19
SJS Investment Consulting Inc.
22$7.2K0.0%ETFVery LowSylvania, OH2026-10-26
Farmers & Merchants Investments Inc
21$6.8K0.0%CoreVery LowLincoln, NE2026-10-22
Rakuten Securities, Inc.
20$6.5K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Torren Management, LLC
16$5.3K0.0%ETFMediumSan Diego, CA2026-10-29
High Note Wealth, LLC
16$5.2K0.0%ETFVery LowDeephaven, MN2026-10-27
Private Trust Co NA
15$4.9K0.0%CoreLowCleveland, OH2026-10-20
Essential Partners LLC
14$4.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Hughes Financial Services, LLC
13$4.3K0.0%ETFLowHerndon, VA2026-10-30
Financial Network Wealth Advisors LLC
11$3.6K0.0%ETFLowMurray, UT2026-10-28
Creative Capital Management Investments LLC
7$2.3K0.0%ETFLowSan Diego, CA2026-10-28
Bay Harbor Wealth Management, LLC
6$2.0K0.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
6$2.0K0.0%ETFLowBeaver, PA2026-10-16
Valley National Advisers Inc
4$1.3K0.0%ETFLowBethlehem, PA2026-10-23
Physician Wealth Advisors, Inc.
3$9790.0%ETFMediumMidvale, UT2026-10-20
Provenance Wealth Advisors, LLC
2$6520.0%ETFLowFort Lauderdale, FL2026-10-30
DecisionPoint Financial, LLC
2$6800.0%ETFVery LowMesa, AZ2026-10-27
Signature Equity Partners, LLC
1$3260.0%GrowthMediumColumbus, OH2026-10-29