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Ionq Inc (IONQ)

CUSIP: 46222L108 | NYSE | Technology · Computer Hardware | Large Cap | 1316 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
13GVanguard Capital Management LLC21,108,7565.2%New 5%+ stakeSep 30, 202692d ahead of 13F (15,598,546 sh) · +5,510,210
13G/ABlackRock, Inc.18,193,0104.6%−1,610,388Sep 30, 202692d ahead of 13F (20,896,455 sh) · −2,703,445
13GMorgan Stanley
with Morgan Stanley Investment Management Inc.
20,830,9625.6%New 5%+ stakeJun 30, 2026No 13F filer matched
13GVanguard Capital Management LLC21,108,756
5.2% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (15,598,546 sh) · +5,510,210
13G/ABlackRock, Inc.18,193,010
4.6% of class · Sep 30, 2026−1,610,388
92d ahead of 13F (20,896,455 sh) · −2,703,445
13GMorgan Stanley20,830,962
5.6% of class · Jun 30, 2026New 5%+ stake
with Morgan Stanley Investment Management Inc.
No 13F filer matched

Institutional Holders — Q3 2026

Bank of New York Mellon Corp2,249,795
0.0% of portfolio›$98.7M
Daiwa Securities Group Inc.1,414,945
0.1% of portfolio›$62.1M
Dimensional Fund Advisors LP1,314,139
0.0% of portfolio›$57.6M
Unicom Systems, Inc.768,900
2.3% of portfolio›$33.7M
DekaBank Deutsche Girozentrale442,313
0.1% of portfolio›$19.4M
SBI Securities Co., Ltd.299,702
0.3% of portfolio›$13.1M
Y-Intercept (Hong Kong) Ltd268,595
0.3% of portfolio›$11.8M
Cambridge Investment Research Advisors, Inc.253,082
0.1% of portfolio›$11.1M
Exchange Traded Concepts, LLC243,271
0.0% of portfolio›$10.7M
Raiffeisen Bank International AG225,611
0.1% of portfolio›$9.9M
Zevenbergen Capital Investments LLC218,605
0.2% of portfolio›$9.6M
Kestra Advisory Services, LLC200,889
0.0% of portfolio›$8.8M
Hamilton Lane Advisors LLC195,000
4.8% of portfolio›$8.6M
Creative Planning190,039
0.0% of portfolio›$8.3M
Citigroup Inc189,672
0.0% of portfolio›$8.3M
Strs Ohio184,648
0.0% of portfolio›$8.1M
Burr Financial Services, LLC184,283
4.9% of portfolio›$8.1M
McGuire Investment Group, LLC182,841
0.7% of portfolio›$8.0M
Palisades Investment Partners, LLC136,691
1.7% of portfolio›$6.0M
Swedbank AB135,287
0.0% of portfolio›$5.9M
Rakuten Securities, Inc.127,231
1.6% of portfolio›$5.6M
Commonwealth Equity Services, LLC123,630
0.0% of portfolio›$5.4M
State of New Jersey Common Pension Fund D122,584
0.0% of portfolio›$5.4M
Cookson Peirce & Co Inc118,362
0.2% of portfolio›$5.2M
Arizona State Retirement System106,736
0.0% of portfolio›$4.7M
Concurrent Investment Advisors, LLC89,406
0.0% of portfolio›$3.9M
B&D White Capital Company, LLC78,400
0.3% of portfolio›$3.4M
Imc-Chicago, LLC73,266
0.0% of portfolio›$3.2M
Bouvel Investment Partners, LLC72,990
0.7% of portfolio›$3.2M
Vontobel Holding Ltd.69,865
0.0% of portfolio›$3.1M
Virginia Retirement Systems ET Al68,200
0.0% of portfolio›$3.0M
Timothy G. Youngquist 2020 Irrevocable Trust64,423
0.5% of portfolio›$2.8M
Prospera Financial Services Inc60,748
0.0% of portfolio›$1.8M
Aire Advisors, LLC60,080
0.4% of portfolio›$2.6M
Oppenheimer & Co Inc59,498
0.0% of portfolio›$2.6M
Pictet Asset Management Holding SA57,576
0.0% of portfolio›$2.5M
StoneX Group Inc.56,898
0.1% of portfolio›$2.5M
Fideuram Asset Management (Ireland) dac54,658
0.0% of portfolio›$2.1M
HUB Investment Partners, LLC52,371
0.0% of portfolio›$2.3M
Oak Thistle LLC50,350
0.2% of portfolio›$2.2M
Truist Financial Corp48,741
0.0% of portfolio›$2.1M
Wealth Enhancement Advisory Services, LLC47,250
0.0% of portfolio›$1.9M
Ascentis Wealth Management, LLC45,414
0.3% of portfolio›$2.0M
Sentinel Trust Co LBA45,000
0.3% of portfolio›$2.0M
ProShare Advisors LLC43,330
0.0% of portfolio›$1.9M
Nicholas Wealth, Llc.40,885
0.9% of portfolio›$1.8M
Kestra Private Wealth Services, LLC38,375
0.0% of portfolio›$1.7M
Benin Management Corp38,233
0.3% of portfolio›$1.7M
Moran Wealth Management, LLC36,115
0.0% of portfolio›$1.6M
Strong Tower Advisory Services35,681
0.3% of portfolio›$1.6M
State of Michigan Retirement System35,378
0.0% of portfolio›$1.6M
Fort Washington Investment Advisors Inc34,482
0.0% of portfolio›$1.5M
J. Safra Sarasin Holding AG33,827
0.0% of portfolio›$1.5M
Swiss Life Asset Management Ltd32,942
0.0% of portfolio›$1.4M
Patriot Financial Group Insurance Agency, LLC31,514
0.1% of portfolio›$1.4M
Banque Pictet & CIE SA30,000
0.0% of portfolio›$1.3M
Yarbrough Capital, LLC28,992
0.0% of portfolio›$1.3M
Xponance LLC28,905
0.0% of portfolio›$1.3M
Inspire Investing, LLC27,335
0.1% of portfolio›$1.2M
Livforsakringsbolaget Skandia, Omsesidigt25,023
0.0% of portfolio›$713.7K
Straight Path Wealth Management23,411
0.2% of portfolio›$1.0M
Capstone Capital Management Ltd22,540
0.4% of portfolio›$988.6K
Ticino Wealth21,301
0.3% of portfolio›$934.3K
Corecam Pte. Ltd.20,906
0.4% of portfolio›$916.9K
Milestone Asset Management, LLC20,901
0.1% of portfolio›$916.7K
Simplicity Wealth,LLC20,355
0.0% of portfolio›$892.8K
Diversify Wealth Management, LLC20,070
0.0% of portfolio›$689.4K
Diversify Advisory Services, LLC20,070
0.0% of portfolio›$689.4K
Profund Advisors LLC19,831
0.0% of portfolio›$869.8K
Choreo, LLC19,751
0.0% of portfolio›$866.3K
Ethic Inc.18,994
0.0% of portfolio›$833.1K
Farther Finance Advisors, LLC18,961
0.0% of portfolio›$831.6K
Independent Financial Group, LLC18,780
0.0% of portfolio›$823.7K
Yorktown Management & Research Co Inc18,700
0.5% of portfolio›$820.2K
Sowell Financial Services LLC18,476
0.0% of portfolio›$810.4K
Wealth Management Partners, LLC18,376
0.2% of portfolio›$806.0K
SLT Holdings LLC17,485
0.4% of portfolio›$766.9K
Vanguard Capital Wealth Advisors17,400
0.5% of portfolio›$763.2K
Amalgamated Bank17,221
0.0% of portfolio›$755
Letson Investment Management, Inc.17,219
0.3% of portfolio›$755.2K
Keybank National Association17,151
0.0% of portfolio›$752.2K
Verity Asset Management, Inc.16,091
0.3% of portfolio›$705.8K
Wedbush Securities Inc15,861
0.0% of portfolio›$696
Legacy Bridge, LLC15,514
0.2% of portfolio›$680.4K
Guardian Partners Inc.15,000
0.1% of portfolio›$657.9K
Connective Portfolio Management, LLC15,000
1.0% of portfolio›$657.9K
Prime Capital Investment Advisors, LLC14,678
0.0% of portfolio›$643.8K
DB&C Advisors, LLC14,615
0.7% of portfolio›$641.0K
Princeton Capital Management LLC14,566
0.1% of portfolio›$638.9K
Total Clarity Wealth Management, Inc.14,194
0.1% of portfolio›$622.5K
Matisse Capital13,953
0.2% of portfolio›$612.0K
VestGen Advisors, LLC13,807
0.0% of portfolio›$605.6K
KBC Group NV13,767
0.0% of portfolio›$604
Perigon Wealth Management, LLC13,598
0.0% of portfolio›$596.4K
PDS Planning, Inc13,559
0.0% of portfolio›$594.7K
TD Waterhouse Canada Inc.13,394
0.0% of portfolio›$589.3K
B. Riley Wealth Advisors, Inc.13,171
0.0% of portfolio›$577.7K
Apollon Wealth Management, LLC12,996
0.0% of portfolio›$570.0K
Clear Creek Financial Management, LLC12,972
0.0% of portfolio›$569.0K
Levin Capital Strategies, L.P.12,500
0.0% of portfolio›$548.3K
AlphaCentric Advisors LLC12,500
0.5% of portfolio›$548.3K
Triton Wealth Management, Pllc12,366
0.1% of portfolio›$367.1K
CIBC Asset Management Inc12,049
0.0% of portfolio›$528.5K
North Dakota State Investment Board11,798
0.0% of portfolio›$517.5K
Moneco Advisors, LLC11,664
0.0% of portfolio›$511.6K
Sigma Planning Corp11,413
0.0% of portfolio›$500.6K
AlphaCore Capital LLC11,270
0.0% of portfolio›$494.3K
MGO One Seven LLC11,265
0.0% of portfolio›$494.1K
Hennion & Walsh Asset Management, Inc.11,133
0.0% of portfolio›$488.3K
Sterling Capital Management LLC11,114
0.0% of portfolio›$487.5K
Walser Wealth Management Company, A Ltd Liability Co11,091
0.2% of portfolio›$486.5K
BIP Wealth, LLC10,776
0.0% of portfolio›$472.6K
Wealthcare Advisory Partners LLC10,653
0.0% of portfolio›$467.2K
Victory Financial Group, LLC10,426
0.0% of portfolio›$457.3K
D.A. Davidson & Co.10,391
0.0% of portfolio›$455.7K
Daymark Wealth Partners, LLC10,347
0.0% of portfolio›$453.8K
Aurora Private Wealth, Inc.10,340
0.0% of portfolio›$454
Gainplan LLC10,242
0.2% of portfolio›$449.2K
OpenArc Corporate Advisory, LLC10,014
0.0% of portfolio›$439.2K
Visionary Wealth Advisors9,977
0.0% of portfolio›$437.6K
Avestar Capital, LLC9,909
0.0% of portfolio›$434.6K
Mirae Asset Global Investments Co., Ltd.9,893
0.0% of portfolio›$433.9K
GSG Advisors LLC9,835
0.1% of portfolio›$431.4K
BI Asset Management Fondsmaeglerselskab A/S9,833
0.0% of portfolio›$431
Tempo Wealth, LLC9,520
0.1% of portfolio›$417.5K
Schear Investment Advisers, LLC9,520
0.1% of portfolio›$417.5K
Ascent Wealth Partners, LLC9,517
0.0% of portfolio›$417.4K
Redhawk Wealth Advisors, Inc.9,402
0.0% of portfolio›$412.4K
Abel Hall, LLC9,274
0.1% of portfolio›$406.8K
Flagship Harbor Advisors, LLC8,928
0.0% of portfolio›$391.6K
Cross Staff Investments Inc8,850
0.2% of portfolio›$388.2K
International Assets Investment Management, LLC8,826
0.0% of portfolio›$388.3K
Signaturefd, LLC8,733
0.0% of portfolio›$383.0K
QP Wealth Management, LLC8,637
0.6% of portfolio›$378.8K
Integrity Alliance, Llc.8,338
0.0% of portfolio›$365.7K
Ashton Thomas Private Wealth, LLC8,267
0.0% of portfolio›$362.6K
Elevation Point Wealth Partners, LLC8,186
0.0% of portfolio›$358.9K
Wealth Quarterback LLC8,104
0.1% of portfolio›$355.4K
New York Life Investment Management LLC7,897
0.0% of portfolio›$346.4K
Hartline Investment Corp/7,840
0.0% of portfolio›$343.9K
Acorn Financial Advisory Services Inc7,811
0.0% of portfolio›$342.6K
Larson Financial Group LLC7,630
0.0% of portfolio›$334.6K
Thrivent Financial for Lutherans7,454
0.0% of portfolio›$327.0K
Fortem Financial Group, LLC6,935
0.1% of portfolio›$304.2K
Carlson Financial, Inc.6,827
0.2% of portfolio›$299.4K
Stackstone Wealth, LLC6,790
0.0% of portfolio›$297.8K
Chicago Partners Investment Group LLC6,725
0.0% of portfolio›$210.3K
Thompson Davis & Co., Inc.6,725
0.2% of portfolio›$295.0K
Fagan Associates, Inc.6,672
0.0% of portfolio›$292.6K
Quadrant Private Wealth Management, LLC6,663
0.0% of portfolio›$292.2K
Counterpoint Mutual Funds LLC6,563
0.0% of portfolio›$287.9K
Kingswood Wealth Advisors, LLC6,542
0.0% of portfolio›$286.9K
Vise Technologies, Inc.6,513
0.0% of portfolio›$285.7K
Hidden Cove Wealth Management, LLC6,431
0.2% of portfolio›$282.1K
CoreCap Advisors, LLC6,323
0.0% of portfolio›$277.4K
Keystone Wealth Services, LLC6,151
0.0% of portfolio›$270.1K
Kennedy Investment Group, Inc.6,120
0.1% of portfolio›$268.4K
Uptick Partners, LLC6,027
0.0% of portfolio›$264.3K
Fjarde Ap-Fonden TH Swedish National Pension Fund6,003
0.0% of portfolio›$263.3K
Ballast Financial Advisors LLC6,000
0.2% of portfolio›$263.2K
Gamma Investing LLC5,865
0.0% of portfolio›$257.2K
Principal Financial Group Inc5,838
0.0% of portfolio›$256.1K
Ascentis Independent Advisors5,822
0.0% of portfolio›$255.3K
Perkins Capital Management Inc5,806
0.2% of portfolio›$254.7K
V-Square Quantitative Management LLC5,510
0.0% of portfolio›$241.7K
Lake Street Private Wealth, LLC5,446
0.0% of portfolio›$238.9K
Oakmont Investment Advisors, Inc.5,300
0.2% of portfolio›$232.5K
Capital Investment Advisors, LLC5,294
0.0% of portfolio›$232.2K
Carnegie Investment Counsel5,290
0.0% of portfolio›$232.0K
HB Wealth Management, LLC5,279
0.0% of portfolio›$231.6K
Verdence Capital Advisors LLC5,250
0.0% of portfolio›$230.3K
SEB Asset Management AB5,225
0.0% of portfolio›$229.2K
Inman Jager Wealth Management, LLC5,027
0.1% of portfolio›$220.5K
Rossmore Private Capital5,010
0.0% of portfolio›$219.7K
Unique Wealth Strategies, LLC4,977
0.1% of portfolio›$265.1K
SAX Wealth Advisors, LLC4,942
0.0% of portfolio›$216.8K
Pinnacle Associates LTD4,923
0.0% of portfolio›$215.9K
Nisa Investment Advisors, LLC4,856
0.0% of portfolio›$213.0K
Soltis Investment Advisors LLC4,852
0.0% of portfolio›$212.8K
Strategic Advocates LLC4,844
0.8% of portfolio›$212.5K
IPG Investment Advisors LLC4,800
0.0% of portfolio›$210.5K
Citizens Financial Group Inc4,772
0.0% of portfolio›$209.3K
Nfsg Corp4,705
0.0% of portfolio›$206.4K
Yousif Capital Management, LLC4,629
0.0% of portfolio›$203.0K
Focus Financial Network, Inc.4,569
0.0% of portfolio›$200.4K
Bank Julius Baer & Co. Ltd, Zurich4,520
0.0% of portfolio›$198.7K
Parallel Advisors, LLC4,511
0.0% of portfolio›$197.8K
TrinityBridge Ltd3,792
0.0% of portfolio›$166.0K
Arlington Trust Co LLC3,770
0.0% of portfolio›$165.4K
Fulcrum Asset Management LLP3,739
0.0% of portfolio›$164.2K
IFP Advisors, Inc3,523
0.0% of portfolio›$154.5K
Generali Asset Management SPA SGR3,452
0.0% of portfolio›$151.4K
Western Pacific Wealth Management, LP2,958
0.1% of portfolio›$129.7K
Assetmark, Inc2,944
0.0% of portfolio›$129.1K
POM Investment Strategies, LLC2,861
0.1% of portfolio›$125.5K
State of Alaska, Department of Revenue2,716
0.0% of portfolio›$118
Syntax Research, Inc.2,694
0.1% of portfolio›$118.2K
Bradley & Co. Private Wealth Management, LLC2,618
0.1% of portfolio›$114.8K
Bfsg, LLC2,300
0.0% of portfolio›$100.9K
Golden State Wealth Management, LLC2,130
0.0% of portfolio›$93.4K
Asset Dedication, LLC2,071
0.0% of portfolio›$90.8K
Compass Financial Management LLC2,011
0.0% of portfolio›$88.2K
Versant Capital Management, Inc1,952
0.0% of portfolio›$85.6K
Meriwether Wealth & Planning, LLC1,949
0.0% of portfolio›$85.5K
Adirondack Trust Co1,814
0.0% of portfolio›$79.6K
Root Financial Partners, LLC1,770
0.0% of portfolio›$77.6K
EverSource Wealth Advisors, LLC1,763
0.0% of portfolio›$77.3K
Private Trust Co NA1,751
0.0% of portfolio›$76.8K
Compagnie Lombard Odier SCmA1,673
0.0% of portfolio›$73.4K
Lanark Financial, Inc.1,595
0.0% of portfolio›$70.0K
Blue Trust, Inc.1,593
0.0% of portfolio›$69.8K
Harbor Investment Advisory, LLC1,557
0.0% of portfolio›$68.3K
Rossby Financial, LCC1,496
0.0% of portfolio›$65.6K
Manchester Capital Management LLC1,480
0.0% of portfolio›$64.9K
Wilmington Savings Fund Society, FSB1,432
0.0% of portfolio›$62.8K
Pathway Financial Advisers, LLC1,363
0.0% of portfolio›$59.8K
Center for Financial Planning, Inc.1,273
0.0% of portfolio›$55.8K
Spire Wealth Management1,257
0.0% of portfolio›$55.1K
Equitec Proprietary Markets, LLC1,200
0.0% of portfolio›$52.6K
North Star Investment Management Corp.1,135
0.0% of portfolio›$49.8K
FNY Investment Advisers, LLC1,100
0.0% of portfolio›$48
Holos Integrated Wealth LLC1,089
0.0% of portfolio›$33.5K
Mitsubishi UFJ Asset Management Co., Ltd.1,060
0.0% of portfolio›$46.5K
Heritage Family Offices, LLP1,040
0.0% of portfolio›$45.6K
Albion Financial Group1,000
0.0% of portfolio›$43.9K
Montag A & Associates Inc1,000
0.0% of portfolio›$43.9K
Glass Jacobson Investment Advisors llc996
0.0% of portfolio›$43.7K
Blueline Advisors LLC943
0.0% of portfolio›$41.4K
Financial Consulate, Inc927
0.0% of portfolio›$40.7K
Caitong International Asset Management Co., Ltd748
0.0% of portfolio›$32.8K
SJS Investment Consulting Inc.686
0.0% of portfolio›$30.1K
Cassaday & Co Wealth Management LLC650
0.0% of portfolio›$28.5K
Westside Investment Management, Inc.648
0.0% of portfolio›$28.4K
Creative Financial Designs Inc616
0.0% of portfolio›$27.0K
City State Bank600
0.0% of portfolio›$26.3K
Kelleher Financial Advisors590
0.0% of portfolio›$25.9K
Pittenger & Anderson Inc545
0.0% of portfolio›$23.9K
Armstrong Advisory Group, Inc540
0.0% of portfolio›$23.7K
CX Institutional525
0.0% of portfolio›$23
Monetary Solutions, Ltd519
0.0% of portfolio›$22.8K
Nova Financial LLC502
0.0% of portfolio›$22.0K
Hoey Investments, Inc500
0.0% of portfolio›$21.9K
Acumen Wealth Advisors, LLC499
0.0% of portfolio›$21.9K
Cherry Tree Wealth Management, LLC488
0.0% of portfolio›$21.4K
Main Street Group, LTD487
0.0% of portfolio›$21.4K
Signature Equity Partners, LLC485
0.0% of portfolio›$21.3K
Pinnacle Wealth Planning Services, Inc.470
0.0% of portfolio›$20.6K
Archer Investment Corp469
0.0% of portfolio›$20.6K
Torren Management, LLC468
0.0% of portfolio›$20.5K
MassMutual Private Wealth & Trust, FSB439
0.0% of portfolio›$19.3K
Lodestone Wealth Management LLC390
0.0% of portfolio›$17.1K
GK Wealth Management LLC382
0.0% of portfolio›$16.8K
Nemes Rush Group LLC374
0.0% of portfolio›$16.4K
Parkside Financial Bank & Trust361
0.0% of portfolio›$15.8K
Avion Wealth356
0.0% of portfolio›$15
SRH Advisors, LLC345
0.0% of portfolio›$15.1K
Investors Research Corp343
0.0% of portfolio›$15.0K
Valley National Advisers Inc320
0.0% of portfolio›$14.0K
CKW Financial Group301
0.0% of portfolio›$13
Costello Asset Management, Inc300
0.0% of portfolio›$13.2K
Mcdonald Partners LLC300
0.0% of portfolio›$13.2K
Kozak & Associates, Inc.300
0.0% of portfolio›$9.7K
Elyxium Wealth, LLC284
0.0% of portfolio›$12.5K
Wealth Analytics Partners, LLC280
0.0% of portfolio›$12.3K
Hilltop National Bank275
0.0% of portfolio›$12.1K
Triumph Capital Management260
0.0% of portfolio›$11.4K
Atlantic Edge Private Wealth Management, LLC250
0.0% of portfolio›$11.0K
Cornerstone National Bank & Trust Co250
0.0% of portfolio›$11.0K
Covestor Ltd241
0.0% of portfolio›$11
Latitude Advisors, LLC235
0.0% of portfolio›$10.3K
Madden Securities Corp225
0.0% of portfolio›$9.9K
Cedar Mountain Advisors, LLC221
0.0% of portfolio›$9.7K
Nvwm, LLC209
0.0% of portfolio›$9.2K
Quaker Wealth Management, LLC204
0.0% of portfolio›$8.9K
First United Bank & Trust200
0.0% of portfolio›$8.8K
Salomon & Ludwin, LLC200
0.0% of portfolio›$8.8K
Intesa Sanpaolo Wealth Management200
0.0% of portfolio›$8.8K
James T. Borello RIA193
0.0% of portfolio›$8.5K
Tounjian Advisory Partners, LLC180
0.0% of portfolio›$7.9K
Quadrant Capital Group LLC163
0.0% of portfolio›$5.7K
American Capital Advisory, LLC161
0.0% of portfolio›$7.1K
Godsey & Gibb, Inc160
0.0% of portfolio›$7.0K
Toth Financial Advisory Corp158
0.0% of portfolio›$6.9K
Aspect Partners, LLC151
0.0% of portfolio›$6.6K
Marshall & Sterling Wealth Advisors Inc.150
0.0% of portfolio›$6.6K
Ares Financial Consulting, LLC144
0.0% of portfolio›$6.3K
Fortitude Family Office, LLC143
0.0% of portfolio›$6.3K
Owl Creek Wealth Partners LLC140
0.0% of portfolio›$6.1K
Cromwell Holdings LLC125
0.0% of portfolio›$5.5K
Clark Wealth Partners125
0.0% of portfolio›$5.5K
Hazlett, Burt & Watson, Inc.120
0.0% of portfolio›$5
Elevation Wealth Partners, LLC115
0.0% of portfolio›$5.0K
Bell Investment Advisors, Inc111
0.0% of portfolio›$4.9K
Mather Group, Llc.106
0.0% of portfolio›$4.6K
William Mack & Associates, Inc.100
0.0% of portfolio›$4.4K
Brown, Lisle Ings, Inc.100
0.0% of portfolio›$4.4K
IFS Advisors, LLC100
0.0% of portfolio›$4.4K
Tower View Wealth Management LLC100
0.0% of portfolio›$4.4K
Noble Wealth Management PBC100
0.0% of portfolio›$4.4K
Kings Path Partners LLC100
0.0% of portfolio›$4.4K
Miller Global Investments, LLC87
0.0% of portfolio›$3.8K
Physician Wealth Advisors, Inc.82
0.0% of portfolio›$3.6K
Financial Perspectives, Inc80
0.0% of portfolio›$3.5K
Silver Grove Financial Group, Inc.80
0.0% of portfolio›$3.5K
TD Private Client Wealth LLC73
0.0% of portfolio›$3.2K
Hilton Head Capital Partners, LLC72
0.0% of portfolio›$3.2K
JFS Wealth Advisors, LLC71
0.0% of portfolio›$3.1K
Kennebec Savings Bank70
0.0% of portfolio›$3.1K
Rosenberg Matthew Hamilton65
0.0% of portfolio›$2.9K
Global Trust Asset Management, LLC63
0.0% of portfolio›$2.8K
Birchbrook, Inc.60
0.0% of portfolio›$2.6K
Navigoe, LLC56
0.0% of portfolio›$2
Capital Advisors, Ltd. LLC46
0.0% of portfolio›$2.0K
Asset Planning,Inc40
0.0% of portfolio›$1.8K
Retirement Wealth Solutions LLC39
0.0% of portfolio›$1.7K
Bare Financial Services, Inc37
0.0% of portfolio›$1.6K
Proathlete Wealth Management LLC36
0.0% of portfolio›$1.6K
GHP Investment Advisors, Inc.30
0.0% of portfolio›$1.3K
True Wealth Design, LLC29
0.0% of portfolio›$1.3K
Pension & Wealth Management Advisors, Inc.29
0.0% of portfolio›$1.3K
Barrett & Company, Inc.28
0.0% of portfolio›$1.2K
Highline Wealth Partners LLC27
0.0% of portfolio›$1.2K
Reap Financial Group, LLC25
0.0% of portfolio›$1.1K
Planning Strategies Inc.24
0.0% of portfolio›$1.1K
Bay Harbor Wealth Management, LLC20
0.0% of portfolio›$877
DiNuzzo Private Wealth, Inc.19
0.0% of portfolio›$834
Marquette Asset Management, LLC18
0.0% of portfolio›$790
Burk Holdings LLC18
0.0% of portfolio›$789
DecisionPoint Financial, LLC17
0.0% of portfolio›$748
Tradewinds Capital Management, LLC15
0.0% of portfolio›$658
Polaris Financial Partners13
0.0% of portfolio›$1
Birchwood Financial Partners, Inc.11
0.0% of portfolio›$482
Murphy & Mullick Capital Management Corp10
0.0% of portfolio›$439
Trust Co9
0.0% of portfolio›$395
Davis Capital Management9
0.0% of portfolio›$395
Provenance Wealth Advisors, LLC9
0.0% of portfolio›$395
WPG Advisers, LLC7
0.0% of portfolio›$307
Laurel Wealth Advisors LLC7
0.0% of portfolio›$308
DT Investment Partners, LLC3
0.0% of portfolio›$132
Hughes Financial Services, LLC3
0.0% of portfolio›$95
MV Capital Management, Inc.2
0.0% of portfolio›$88
Gilpin Wealth Management, LLC1
0.0% of portfolio›$44
Hurley Capital, LLC1
0.0% of portfolio›$44
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
2,249,795$98.7M0.0%CoreLowNew York, NY2026-11-05
Daiwa Securities Group Inc.
1,414,945$62.1M0.1%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Dimensional Fund Advisors LP
1,314,139$57.6M0.0%IndexLowAustin, TX2026-11-04
Unicom Systems, Inc.
768,900$33.7M2.3%Agg GrowthVery LowLas Vegas, NV2026-10-13
DekaBank Deutsche Girozentrale
442,313$19.4M0.1%CoreLowFrankfurt, Hong Kong2026-10-27
SBI Securities Co., Ltd.
299,702$13.1M0.3%Agg GrowthLowTokyo, Mexico2026-10-22
Y-Intercept (Hong Kong) Ltd
268,595$11.8M0.3%ValueVery HighHong Kong, South Korea2026-10-16
Cambridge Investment Research Advisors, Inc.
253,082$11.1M0.1%ETFLowFairfield, IA2026-11-02
Exchange Traded Concepts, LLC
243,271$10.7M0.0%GrowthMediumOklahoma City, OK2026-10-28
Raiffeisen Bank International AG
225,611$9.9M0.1%GrowthMediumVienna, Chile2026-10-28
Zevenbergen Capital Investments LLC
218,605$9.6M0.2%Agg GrowthMediumEdmonds, WA2026-10-08
Kestra Advisory Services, LLC
200,889$8.8M0.0%CoreLowAustin, TX2026-11-02
Hamilton Lane Advisors LLC
195,000$8.6M4.8%YieldMediumConshohocken, PA2026-10-21
Creative Planning
190,039$8.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
189,672$8.3M0.0%CoreMediumNew York, NY2026-11-04
Strs Ohio
184,648$8.1M0.0%CoreMediumColumbus, OH2026-10-30
Burr Financial Services, LLC
184,283$8.1M4.9%Agg GrowthMediumSparks, NV2026-10-08
McGuire Investment Group, LLC
182,841$8.0M0.7%Agg GrowthLowWakefield, RI2026-10-23
Palisades Investment Partners, LLC
136,691$6.0M1.7%GARPMediumSanta Monica, CA2026-11-03
Swedbank AB
135,287$5.9M0.0%GrowthLowStockholm, Sweden2026-10-27
Rakuten Securities, Inc.
127,231$5.6M1.6%Agg GrowthHighTokyo, Mexico2026-11-02
Commonwealth Equity Services, LLC
123,630$5.4M0.0%ETFLowWaltham, MA2026-11-02
State of New Jersey Common Pension Fund D
122,584$5.4M0.0%CoreLowTrenton, NJ2026-11-05
Cookson Peirce & Co Inc
118,362$5.2M0.2%GrowthHighPittsburgh, PA2026-10-30
Arizona State Retirement System
106,736$4.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Concurrent Investment Advisors, LLC
89,406$3.9M0.0%GrowthMediumTampa, FL2026-10-16
B&D White Capital Company, LLC
78,400$3.4M0.3%ETFHighLakeway, TX2026-11-02
Imc-Chicago, LLC
73,266$3.2M0.0%GARPVery HighChicago, IL2026-11-05
Bouvel Investment Partners, LLC
72,990$3.2M0.7%Agg GrowthMediumPhoenixville, PA2026-10-13
Vontobel Holding Ltd.
69,865$3.1M0.0%CoreMediumZurich, Switzerland2026-10-16
Virginia Retirement Systems ET Al
68,200$3.0M0.0%CoreMediumRichmond, VA2026-10-28
Timothy G. Youngquist 2020 Irrevocable Trust
64,423$2.8M0.5%ETFHighFort Myers, FL2026-10-13
Prospera Financial Services Inc
60,748$1.8M0.0%CoreMediumDallas, TX2026-11-04
Aire Advisors, LLC
60,080$2.6M0.4%ETFVery LowBeverly Hills, CA2026-10-22
Oppenheimer & Co Inc
59,498$2.6M0.0%CoreLowNew York, NY2026-10-26
Pictet Asset Management Holding SA
57,576$2.5M0.0%GrowthMediumCarouge, Switzerland2026-11-03
StoneX Group Inc.
56,898$2.5M0.1%ETFMediumNew York, NY2026-11-03
Fideuram Asset Management (Ireland) dac
54,658$2.1M0.0%CoreHighDublin 1, Lithuania2026-10-29
HUB Investment Partners, LLC
52,371$2.3M0.0%GrowthLowAustin, TX2026-11-03
Oak Thistle LLC
50,350$2.2M0.2%ValueVery HighNew York, NY2026-10-21
Truist Financial Corp
48,741$2.1M0.0%CoreLowCharlotte, NC2026-10-30
Wealth Enhancement Advisory Services, LLC
47,250$1.9M0.0%CoreLowPlymouth, MN2026-10-13
Ascentis Wealth Management, LLC
45,414$2.0M0.3%Agg GrowthLowDallas, TX2026-11-03
Sentinel Trust Co LBA
45,000$2.0M0.3%ETFVery LowHouston, TX2026-11-03
ProShare Advisors LLC
43,330$1.9M0.0%GrowthLowBethesda, MD2026-10-29
Nicholas Wealth, Llc.
40,885$1.8M0.9%GrowthMediumMarietta, GA2026-10-26
Kestra Private Wealth Services, LLC
38,375$1.7M0.0%GrowthLowAustin, TX2026-10-30
Benin Management Corp
38,233$1.7M0.3%CoreVery LowRedding, CT2026-10-22
Moran Wealth Management, LLC
36,115$1.6M0.0%CoreMediumNaples, FL2026-10-22
Strong Tower Advisory Services
35,681$1.6M0.3%CoreMediumMinneapolis, MN2026-10-13
State of Michigan Retirement System
35,378$1.6M0.0%IndexLowEast Lansing, MI2026-10-27
Fort Washington Investment Advisors Inc
34,482$1.5M0.0%CoreLowCincinnati, OH2026-10-15
J. Safra Sarasin Holding AG
33,827$1.5M0.0%CoreMediumBasel, Switzerland2026-10-26
Swiss Life Asset Management Ltd
32,942$1.4M0.0%CoreLowZurich, Switzerland2026-11-03
Patriot Financial Group Insurance Agency, LLC
31,514$1.4M0.1%GrowthLowWalpole, MA2026-10-14
Banque Pictet & CIE SA
30,000$1.3M0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Yarbrough Capital, LLC
28,992$1.3M0.0%Agg GrowthVery LowFranklin, TN2026-10-19
Xponance LLC
28,905$1.3M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Inspire Investing, LLC
27,335$1.2M0.1%GARPHighMeridian, ID2026-10-22
Livforsakringsbolaget Skandia, Omsesidigt
25,023$713.7K0.0%GrowthMediumStockholm, Sweden2026-10-21
Straight Path Wealth Management
23,411$1.0M0.2%ETFLowJenison, MI2026-10-23
Capstone Capital Management Ltd
22,540$988.6K0.4%GrowthVery HighHong Kong, South Korea2026-10-21
Ticino Wealth
21,301$934.3K0.3%GARPMediumMission Viejo, CA2026-10-13
Corecam Pte. Ltd.
20,906$916.9K0.4%ETFMediumSingapore, Turkey2026-10-23
Milestone Asset Management, LLC
20,901$916.7K0.1%GrowthHighPittsburgh, PA2026-10-15
Simplicity Wealth,LLC
20,355$892.8K0.0%ETFLowSummit, NJ2026-10-23
Diversify Wealth Management, LLC
20,070$689.4K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
20,070$689.4K0.0%GrowthLowSandy, UT2026-10-20
Profund Advisors LLC
19,831$869.8K0.0%GrowthLowBethesda, MD2026-10-29
Choreo, LLC
19,751$866.3K0.0%IndexLowRockford, IL2026-10-28
Ethic Inc.
18,994$833.1K0.0%CoreLowNew York, NY2026-11-03
Farther Finance Advisors, LLC
18,961$831.6K0.0%IndexLowSan Francisco, CA2026-10-08
Independent Financial Group, LLC
18,780$823.7K0.0%GrowthLowSan Diego, CA2026-10-13
Yorktown Management & Research Co Inc
18,700$820.2K0.5%MomentumMediumForest, VA2026-10-28
Sowell Financial Services LLC
18,476$810.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Wealth Management Partners, LLC
18,376$806.0K0.2%Agg GrowthLowTucson, AZ2026-10-21
SLT Holdings LLC
17,485$766.9K0.4%GrowthMediumScottsdale, AZ2026-10-15
Vanguard Capital Wealth Advisors
17,400$763.2K0.5%GrowthMediumDenver, CO2026-10-16
Amalgamated Bank
17,221$7550.0%CoreVery LowNew York, NY2026-10-23
Letson Investment Management, Inc.
17,219$755.2K0.3%CoreVery LowAtlanta, GA2026-11-05
Keybank National Association
17,151$752.2K0.0%CoreLowBrooklyn, OH2026-11-04
Verity Asset Management, Inc.
16,091$705.8K0.3%CoreMediumDurham, NC2026-10-30
Wedbush Securities Inc
15,861$6960.0%CoreLowPasadena, CA2026-10-22
Legacy Bridge, LLC
15,514$680.4K0.2%GrowthVery LowWest Des Moines, IA2026-10-28
Guardian Partners Inc.
15,000$657.9K0.1%ValueMediumToronto, South Africa2026-10-21
Connective Portfolio Management, LLC
15,000$657.9K1.0%GrowthHighNew York, NY2026-10-22
Prime Capital Investment Advisors, LLC
14,678$643.8K0.0%ETFLowOverland Park, KS2026-10-20
DB&C Advisors, LLC
14,615$641.0K0.7%GrowthVery LowHolland, MI2026-10-26
Princeton Capital Management LLC
14,566$638.9K0.1%Agg GrowthLowRed Bank, NJ2026-10-27
Total Clarity Wealth Management, Inc.
14,194$622.5K0.1%ETFMediumSt. Charles, IL2026-10-26
Matisse Capital
13,953$612.0K0.2%ValueMediumPortland, OR2026-10-29
VestGen Advisors, LLC
13,807$605.6K0.0%GrowthMediumChicago, IL2026-10-27
KBC Group NV
13,767$6040.0%CoreMediumBrussels, Czech Republic2026-10-22
Perigon Wealth Management, LLC
13,598$596.4K0.0%GrowthLowSan Francisco, CA2026-10-22
PDS Planning, Inc
13,559$594.7K0.0%IndexVery LowDublin, OH2026-11-03
TD Waterhouse Canada Inc.
13,394$589.3K0.0%CoreLowToronto, Australia2026-10-16
B. Riley Wealth Advisors, Inc.
13,171$577.7K0.0%GrowthLowMemphis, TN2026-10-13
Apollon Wealth Management, LLC
12,996$570.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Clear Creek Financial Management, LLC
12,972$569.0K0.0%ETFMediumSilverdale, WA2026-10-28
Levin Capital Strategies, L.P.
12,500$548.3K0.0%ValueMediumNew York, NY2026-11-02
AlphaCentric Advisors LLC
12,500$548.3K0.5%CoreHighSan Juan, PR2026-11-03
Triton Wealth Management, Pllc
12,366$367.1K0.1%ETFMediumSun City, AZ2026-11-04
CIBC Asset Management Inc
12,049$528.5K0.0%GARPLowToronto, South Africa2026-11-05
North Dakota State Investment Board
11,798$517.5K0.0%GrowthMediumBismarck, ND2026-10-27
Moneco Advisors, LLC
11,664$511.6K0.0%ETFLowFairfield, CT2026-11-05
Sigma Planning Corp
11,413$500.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
AlphaCore Capital LLC
11,270$494.3K0.0%ETFLowLa Jolla, CA2026-11-04
MGO One Seven LLC
11,265$494.1K0.0%GrowthLowBeachwood, OH2026-10-28
Hennion & Walsh Asset Management, Inc.
11,133$488.3K0.0%ValueMediumParsippany, NJ2026-10-13
Sterling Capital Management LLC
11,114$487.5K0.0%GARPMediumCharlotte, NC2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
11,091$486.5K0.2%GrowthHighTampa, FL2026-10-15
BIP Wealth, LLC
10,776$472.6K0.0%ETFMediumAtlanta, GA2026-10-22
Wealthcare Advisory Partners LLC
10,653$467.2K0.0%ETFLowWest Chester, PA2026-10-21
Victory Financial Group, LLC
10,426$457.3K0.0%ETFLowAustin, TX2026-10-27
D.A. Davidson & Co.
10,391$455.7K0.0%CoreLowGreat Falls, MT2026-10-28
Daymark Wealth Partners, LLC
10,347$453.8K0.0%CoreLowCincinnati, OH2026-11-04
Aurora Private Wealth, Inc.
10,340$4540.0%ETFLowRockaway, NJ2026-10-20
Gainplan LLC
10,242$449.2K0.2%ETFHighBloomfield Hills, MI2026-10-09
OpenArc Corporate Advisory, LLC
10,014$439.2K0.0%GrowthLowAtlanta, GA2026-10-21
Visionary Wealth Advisors
9,977$437.6K0.0%ETFLowO'Fallon, IL2026-11-04
Avestar Capital, LLC
9,909$434.6K0.0%GrowthLowNew York, NY2026-10-28
Mirae Asset Global Investments Co., Ltd.
9,893$433.9K0.0%GrowthLowSeoul, Malaysia2026-11-03
GSG Advisors LLC
9,835$431.4K0.1%ETFVery LowMount Laurel, NJ2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
9,833$4310.0%CoreMediumKobenhavn, Greece2026-10-22
Tempo Wealth, LLC
9,520$417.5K0.1%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
9,520$417.5K0.1%Agg GrowthMediumCincinnati, OH2026-10-14
Ascent Wealth Partners, LLC
9,517$417.4K0.0%GrowthLowNew Hartford, NY2026-10-23
Redhawk Wealth Advisors, Inc.
9,402$412.4K0.0%ETFHighMinneapolis, MN2026-10-14
Abel Hall, LLC
9,274$406.8K0.1%CoreMediumBaton Rouge, LA2026-10-19
Flagship Harbor Advisors, LLC
8,928$391.6K0.0%ETFMediumBoston, MA2026-10-26
Cross Staff Investments Inc
8,850$388.2K0.2%CoreVery LowPittsford, NY2026-10-22
International Assets Investment Management, LLC
8,826$388.3K0.0%CoreVery HighOrlando, FL2026-11-02
Signaturefd, LLC
8,733$383.0K0.0%IndexLowAtlanta, GA2026-10-23
QP Wealth Management, LLC
8,637$378.8K0.6%GrowthHighBoca Raton, FL2026-10-20
Integrity Alliance, Llc.
8,338$365.7K0.0%ETFMediumUrbandale, IA2026-10-29
Ashton Thomas Private Wealth, LLC
8,267$362.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Elevation Point Wealth Partners, LLC
8,186$358.9K0.0%CoreHighDenver, CO2026-11-05
Wealth Quarterback LLC
8,104$355.4K0.1%ETFMediumToms River, NJ2026-10-20
New York Life Investment Management LLC
7,897$346.4K0.0%GrowthLowNew York, NY2026-11-04
Hartline Investment Corp/
7,840$343.9K0.0%GrowthMediumWinnetka, IL2026-10-29
Acorn Financial Advisory Services Inc
7,811$342.6K0.0%ETFMediumReston, VA2026-11-02
Larson Financial Group LLC
7,630$334.6K0.0%GrowthLowSt Louis, MO2026-11-05
Thrivent Financial for Lutherans
7,454$327.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Fortem Financial Group, LLC
6,935$304.2K0.1%GrowthLowPalm Desert, CA2026-10-20
Carlson Financial, Inc.
6,827$299.4K0.2%GrowthLowCanby, OR2026-11-05
Stackstone Wealth, LLC
6,790$297.8K0.0%CoreN/ADubuque, IA2026-10-19
Chicago Partners Investment Group LLC
6,725$210.3K0.0%GARPLowChicago, IL2026-10-27
Thompson Davis & Co., Inc.
6,725$295.0K0.2%CoreMediumRichmond, VA2026-11-05
Fagan Associates, Inc.
6,672$292.6K0.0%GrowthLowTroy, NY2026-10-13
Quadrant Private Wealth Management, LLC
6,663$292.2K0.0%GrowthLowCenter Valley, PA2026-11-04
Counterpoint Mutual Funds LLC
6,563$287.9K0.0%Deep ValueVery HighSan Diego, CA2026-10-16
Kingswood Wealth Advisors, LLC
6,542$286.9K0.0%GrowthLowSan Diego, CA2026-10-23
Vise Technologies, Inc.
6,513$285.7K0.0%IndexLowNew York, NY2026-10-29
Hidden Cove Wealth Management, LLC
6,431$282.1K0.2%GrowthHighBainbridge Island, WA2026-10-19
CoreCap Advisors, LLC
6,323$277.4K0.0%ETFMediumSouthfield, MI2026-10-08
Keystone Wealth Services, LLC
6,151$270.1K0.0%ETFHighPalm Desert, CA2026-11-03
Kennedy Investment Group, Inc.
6,120$268.4K0.1%GrowthLowWest Deptford, NJ2026-10-21
Uptick Partners, LLC
6,027$264.3K0.0%ETFLowNacogdoches, TX2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
6,003$263.3K0.0%GrowthLowStockholm, Sweden2026-10-15
Ballast Financial Advisors LLC
6,000$263.2K0.2%ETFVery LowWest Chester, PA2026-10-26
Gamma Investing LLC
5,865$257.2K0.0%IndexVery LowFoster City, CA2026-10-08
Principal Financial Group Inc
5,838$256.1K0.0%CoreLowDes Moines, IA2026-11-02
Ascentis Independent Advisors
5,822$255.3K0.0%ETFLowDallas, TX2026-11-03
Perkins Capital Management Inc
5,806$254.7K0.2%GrowthLowWayzata, MN2026-11-02
V-Square Quantitative Management LLC
5,510$241.7K0.0%CoreLowChicago, IL2026-10-15
Lake Street Private Wealth, LLC
5,446$238.9K0.0%GrowthLowChicago, IL2026-10-22
Oakmont Investment Advisors, Inc.
5,300$232.5K0.2%GrowthMediumPittsburgh, PA2026-10-21
Capital Investment Advisors, LLC
5,294$232.2K0.0%CoreLowAtlanta, GA2026-10-22
Carnegie Investment Counsel
5,290$232.0K0.0%CoreLowPepper Pike, OH2026-10-20
HB Wealth Management, LLC
5,279$231.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Verdence Capital Advisors LLC
5,250$230.3K0.0%CoreMediumHunt Valley, MD2026-10-26
SEB Asset Management AB
5,225$229.2K0.0%CoreN/AStockholm, Sweden2026-11-04
Inman Jager Wealth Management, LLC
5,027$220.5K0.1%ETFVery LowHattiesburg, MS2026-11-05
Rossmore Private Capital
5,010$219.7K0.0%CoreLowGlastonbury, CT2026-10-27
Unique Wealth Strategies, LLC
4,977$265.1K0.1%CoreMediumBurr Ridge, IL2026-10-13
SAX Wealth Advisors, LLC
4,942$216.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Pinnacle Associates LTD
4,923$215.9K0.0%CoreLowNew York, NY2026-10-20
Nisa Investment Advisors, LLC
4,856$213.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Soltis Investment Advisors LLC
4,852$212.8K0.0%CoreMediumSt. George, UT2026-10-28
Strategic Advocates LLC
4,844$212.5K0.8%GrowthLowSacramento, CA2026-11-03
IPG Investment Advisors LLC
4,800$210.5K0.0%CoreMediumSan Diego, CA2026-10-30
Citizens Financial Group Inc
4,772$209.3K0.0%GrowthLowProvidence, RI2026-10-23
Nfsg Corp
4,705$206.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Yousif Capital Management, LLC
4,629$203.0K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Focus Financial Network, Inc.
4,569$200.4K0.0%ETFLowMinneapolis, MN2026-10-14
Bank Julius Baer & Co. Ltd, Zurich
4,520$198.7K0.0%GrowthMediumZurich, Switzerland2026-10-29
Parallel Advisors, LLC
4,511$197.8K0.0%IndexLowSan Francisco, CA2026-11-03
TrinityBridge Ltd
3,792$166.0K0.0%MomentumMediumLondon, United Kingdom2026-10-30
Arlington Trust Co LLC
3,770$165.4K0.0%ETFMediumBirmingham, AL2026-10-20
Fulcrum Asset Management LLP
3,739$164.2K0.0%CoreMediumLondon, United Kingdom2026-11-04
IFP Advisors, Inc
3,523$154.5K0.0%GrowthLowTampa, FL2026-10-16
Generali Asset Management SPA SGR
3,452$151.4K0.0%CoreLowTrieste, Latvia2026-10-26
Western Pacific Wealth Management, LP
2,958$129.7K0.1%GrowthLowLake Forest, IL2026-10-16
Assetmark, Inc
2,944$129.1K0.0%ETFLowConcord, CA2026-10-21
POM Investment Strategies, LLC
2,861$125.5K0.1%ETFVery HighRaleigh, NC2026-10-20
State of Alaska, Department of Revenue
2,716$1180.0%CoreVery LowJuneau, AK2026-10-15
Syntax Research, Inc.
2,694$118.2K0.1%ETFMediumBoca Raton, FL2026-11-04
Bradley & Co. Private Wealth Management, LLC
2,618$114.8K0.1%CoreVery LowMiami, FL2026-10-23
Bfsg, LLC
2,300$100.9K0.0%CoreLowIrvine, CA2026-10-30
Golden State Wealth Management, LLC
2,130$93.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Asset Dedication, LLC
2,071$90.8K0.0%ETFLowSan Francisco, CA2026-11-03
Compass Financial Management LLC
2,011$88.2K0.0%CoreN/ATampa, FL2026-10-30
Versant Capital Management, Inc
1,952$85.6K0.0%GARPLowPhoenix, AZ2026-10-02
Meriwether Wealth & Planning, LLC
1,949$85.5K0.0%ETFMediumMinden, LA2026-10-13
Adirondack Trust Co
1,814$79.6K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Root Financial Partners, LLC
1,770$77.6K0.0%ETFMediumEncinitas, CA2026-10-21
EverSource Wealth Advisors, LLC
1,763$77.3K0.0%CoreMediumBirmingham, AL2026-11-04
Private Trust Co NA
1,751$76.8K0.0%CoreLowCleveland, OH2026-10-20
Compagnie Lombard Odier SCmA
1,673$73.4K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Lanark Financial, Inc.
1,595$70.0K0.0%CoreMediumBirmingham, AL2026-10-26
Blue Trust, Inc.
1,593$69.8K0.0%ETFLowBrentwood, TN2026-10-15
Harbor Investment Advisory, LLC
1,557$68.3K0.0%GrowthLowLutherville, MD2026-10-13
Rossby Financial, LCC
1,496$65.6K0.0%ETFMediumMelbourne, FL2026-11-05
Manchester Capital Management LLC
1,480$64.9K0.0%CoreLowManchester, VT2026-10-22
Wilmington Savings Fund Society, FSB
1,432$62.8K0.0%CoreLowWilmington, DE2026-10-23
Pathway Financial Advisers, LLC
1,363$59.8K0.0%CoreLowAuburn, IN2026-10-27
Center for Financial Planning, Inc.
1,273$55.8K0.0%ETFLowSouthfied, MI2026-10-26
Spire Wealth Management
1,257$55.1K0.0%GrowthMediumMclean, VA2026-10-30
Equitec Proprietary Markets, LLC
1,200$52.6K0.0%Agg GrowthVery HighChicago, IL2026-11-04
North Star Investment Management Corp.
1,135$49.8K0.0%CoreLowChicago, IL2026-10-27
FNY Investment Advisers, LLC
1,100$480.0%GrowthVery HighNew York, NY2026-10-16
Holos Integrated Wealth LLC
1,089$33.5K0.0%ETFLowKennett Square, PA2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.
1,060$46.5K0.0%IndexVery LowTokyo, Mexico2026-11-05
Heritage Family Offices, LLP
1,040$45.6K0.0%GrowthHighScottsdale, AZ2026-11-02
Albion Financial Group
1,000$43.9K0.0%GrowthLowSalt Lake City, UT2026-10-21
Montag A & Associates Inc
1,000$43.9K0.0%CoreLowAtlanta, GA2026-10-29
Glass Jacobson Investment Advisors llc
996$43.7K0.0%ETFLowOwings Mills, MD2026-10-26
Blueline Advisors LLC
943$41.4K0.0%ETFLowExeter, NH2026-10-15
Financial Consulate, Inc
927$40.7K0.0%ETFLowHunt Valley, MD2026-10-23
Caitong International Asset Management Co., Ltd
748$32.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
SJS Investment Consulting Inc.
686$30.1K0.0%ETFVery LowSylvania, OH2026-10-26
Cassaday & Co Wealth Management LLC
650$28.5K0.0%ETFVery LowMclean, VA2026-10-27
Westside Investment Management, Inc.
648$28.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Creative Financial Designs Inc
616$27.0K0.0%ETFMediumKokomo, IN2026-11-04
City State Bank
600$26.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Kelleher Financial Advisors
590$25.9K0.0%CoreMediumNew York, NY2026-10-30
Pittenger & Anderson Inc
545$23.9K0.0%CoreLowLincoln, NE2026-11-02
Armstrong Advisory Group, Inc
540$23.7K0.0%ETFHighNeedham, MA2026-10-09
CX Institutional
525$230.0%CoreMediumAuburn, IN2026-10-02
Monetary Solutions, Ltd
519$22.8K0.0%ETFVery LowDayton, OH2026-10-22
Nova Financial LLC
502$22.0K0.0%N/AN/ATucson, AZ2026-11-04
Hoey Investments, Inc
500$21.9K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Acumen Wealth Advisors, LLC
499$21.9K0.0%GrowthHighChattanooga, TN2026-11-05
Cherry Tree Wealth Management, LLC
488$21.4K0.0%ETFVery LowMinnetonka, MN2026-10-15
Main Street Group, LTD
487$21.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Signature Equity Partners, LLC
485$21.3K0.0%GrowthMediumColumbus, OH2026-10-29
Pinnacle Wealth Planning Services, Inc.
470$20.6K0.0%GARPLowMansfield, OH2026-10-27
Archer Investment Corp
469$20.6K0.0%CoreMediumCarmel, IN2026-11-05
Torren Management, LLC
468$20.5K0.0%ETFMediumSan Diego, CA2026-10-29
MassMutual Private Wealth & Trust, FSB
439$19.3K0.0%CoreLowSpringfield, MA2026-10-05
Lodestone Wealth Management LLC
390$17.1K0.0%CoreLowSpokane, WA2026-10-14
GK Wealth Management LLC
382$16.8K0.0%GARPVery HighReno, NV2026-10-09
Nemes Rush Group LLC
374$16.4K0.0%CoreVery LowNovi, MI2026-11-04
Parkside Financial Bank & Trust
361$15.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Avion Wealth
356$150.0%ETFLowThe Woodlands, TX2026-11-04
SRH Advisors, LLC
345$15.1K0.0%ETFVery LowSalina, KS2026-10-22
Investors Research Corp
343$15.0K0.0%ETFLowAtlanta, GA2026-10-07
Valley National Advisers Inc
320$14.0K0.0%ETFLowBethlehem, PA2026-10-23
CKW Financial Group
301$130.0%ETFVery LowHonolulu, HI2026-10-29
Costello Asset Management, Inc
300$13.2K0.0%CoreLowFeasterville, PA2026-10-30
Mcdonald Partners LLC
300$13.2K0.0%CoreLowCleveland, OH2026-11-03
Kozak & Associates, Inc.
300$9.7K0.0%ETFLowHighlands Ranch, CO2026-10-29
Elyxium Wealth, LLC
284$12.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Wealth Analytics Partners, LLC
280$12.3K0.0%ETFVery LowSan Diego, CA2026-10-19
Hilltop National Bank
275$12.1K0.0%CoreLowCasper, WY2026-10-14
Triumph Capital Management
260$11.4K0.0%ETFMediumDenver, CO2026-10-14
Atlantic Edge Private Wealth Management, LLC
250$11.0K0.0%CoreLowJacksonville, FL2026-10-20
Cornerstone National Bank & Trust Co
250$11.0K0.0%ETFMediumPalatine, IL2026-10-20
Covestor Ltd
241$110.0%ValueHighLondon, United Kingdom2026-10-30
Latitude Advisors, LLC
235$10.3K0.0%ETFLowYorkville, IL2026-10-27
Madden Securities Corp
225$9.9K0.0%GrowthMediumDallas, TX2026-10-27
Cedar Mountain Advisors, LLC
221$9.7K0.0%ETFVery LowLake Oswego, OR2026-10-15
Nvwm, LLC
209$9.2K0.0%GrowthMediumYardley, PA2026-10-14
Quaker Wealth Management, LLC
204$8.9K0.0%ETFMediumMoorestown, NJ2026-10-22
First United Bank & Trust
200$8.8K0.0%CoreLowOakland, MD2026-10-22
Salomon & Ludwin, LLC
200$8.8K0.0%ETFVery LowRichmond, VA2026-10-29
Intesa Sanpaolo Wealth Management
200$8.8K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
James T. Borello RIA
193$8.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
Tounjian Advisory Partners, LLC
180$7.9K0.0%GrowthHighFort Myers, FL2026-11-04
Quadrant Capital Group LLC
163$5.7K0.0%CoreLowCincinnati, OH2026-10-20
American Capital Advisory, LLC
161$7.1K0.0%ETFLowKetchum, ID2026-10-28
Godsey & Gibb, Inc
160$7.0K0.0%CoreLowRichmond, VA2026-10-14
Toth Financial Advisory Corp
158$6.9K0.0%CoreLowLeesburg, VA2026-10-08
Aspect Partners, LLC
151$6.6K0.0%ETFMediumFairfax, VA2026-10-20
Marshall & Sterling Wealth Advisors Inc.
150$6.6K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Ares Financial Consulting, LLC
144$6.3K0.0%CoreLowCalabasas, CA2026-10-19
Fortitude Family Office, LLC
143$6.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Owl Creek Wealth Partners LLC
140$6.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Cromwell Holdings LLC
125$5.5K0.0%IndexLowJackson, WY2026-10-28
Clark Wealth Partners
125$5.5K0.0%ETFVery LowO'Fallon, IL2026-10-19
Hazlett, Burt & Watson, Inc.
120$50.0%CoreVery LowWheeling, WV2026-11-04
Elevation Wealth Partners, LLC
115$5.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Bell Investment Advisors, Inc
111$4.9K0.0%ETFVery LowOrinda, CA2026-10-29
Mather Group, Llc.
106$4.6K0.0%ETFMediumChicago, IL2026-10-14
William Mack & Associates, Inc.
100$4.4K0.0%ETFLowTroy, MI2026-10-27
Brown, Lisle Ings, Inc.
100$4.4K0.0%CoreVery LowProvidence, RI2026-10-16
IFS Advisors, LLC
100$4.4K0.0%ETFLowOverland Park, KS2026-10-14
Tower View Wealth Management LLC
100$4.4K0.0%MomentumMediumShorewood, WI2026-10-23
Noble Wealth Management PBC
100$4.4K0.0%YieldMediumGreenwood Village, CO2026-10-01
Kings Path Partners LLC
100$4.4K0.0%ETFVery LowSugar Land, TX2026-10-21
Miller Global Investments, LLC
87$3.8K0.0%ValueMediumDallas, TX2026-10-02
Physician Wealth Advisors, Inc.
82$3.6K0.0%ETFMediumMidvale, UT2026-10-20
Financial Perspectives, Inc
80$3.5K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Silver Grove Financial Group, Inc.
80$3.5K0.0%CoreMediumOrchard Park, NY2026-11-05
TD Private Client Wealth LLC
73$3.2K0.0%ETFLowNew York, NY2026-10-28
Hilton Head Capital Partners, LLC
72$3.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
JFS Wealth Advisors, LLC
71$3.1K0.0%ETFVery LowHermitage, PA2026-11-03
Kennebec Savings Bank
70$3.1K0.0%CoreLowAugusta, ME2026-10-22
Rosenberg Matthew Hamilton
65$2.9K0.0%ETFVery LowGrand Junction, CO2026-10-05
Global Trust Asset Management, LLC
63$2.8K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Birchbrook, Inc.
60$2.6K0.0%ETFLowBangor, ME2026-10-14
Navigoe, LLC
56$20.0%ETFVery LowRedondo Beach, CA2026-11-04
Capital Advisors, Ltd. LLC
46$2.0K0.0%ETFLowShaker Heights, OH2026-10-27
Asset Planning,Inc
40$1.8K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Retirement Wealth Solutions LLC
39$1.7K0.0%ETFLowMarshfield, WI2026-10-07
Bare Financial Services, Inc
37$1.6K0.0%ETFVery LowGap, PA2026-11-04
Proathlete Wealth Management LLC
36$1.6K0.0%ETFVery LowBoca Raton, FL2026-10-15
GHP Investment Advisors, Inc.
30$1.3K0.0%CoreVery LowDenver, CO2026-10-15
True Wealth Design, LLC
29$1.3K0.0%ETFMediumAkron, OH2026-10-13
Pension & Wealth Management Advisors, Inc.
29$1.3K0.0%ETFLowWaltham, MA2026-10-16
Barrett & Company, Inc.
28$1.2K0.0%ETFLowProvidence, RI2026-10-22
Highline Wealth Partners LLC
27$1.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Reap Financial Group, LLC
25$1.1K0.0%ETFLowAustin, TX2026-11-02
Planning Strategies Inc.
24$1.1K0.0%ETFN/ALancaster, PA2026-10-02
Bay Harbor Wealth Management, LLC
20$8770.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
19$8340.0%ETFLowBeaver, PA2026-10-16
Marquette Asset Management, LLC
18$7900.0%ETFVery LowMinneapolis, MN2026-10-09
Burk Holdings LLC
18$7890.0%ETFVery LowTulsa, OK2026-11-05
DecisionPoint Financial, LLC
17$7480.0%ETFVery LowMesa, AZ2026-10-27
Tradewinds Capital Management, LLC
15$6580.0%ETFVery HighBellingham, WA2026-10-23
Polaris Financial Partners
13$10.0%GrowthN/AWesterville, OH2026-10-02
Birchwood Financial Partners, Inc.
11$4820.0%ETFVery LowBloomington, MN2026-11-02
Murphy & Mullick Capital Management Corp
10$4390.0%GrowthLowSmithtown, NY2026-11-02
Trust Co
9$3950.0%ETFVery LowManhattan, KS2026-10-09
Davis Capital Management
9$3950.0%CoreLowJacksonville, FL2026-10-08
Provenance Wealth Advisors, LLC
9$3950.0%ETFLowFort Lauderdale, FL2026-10-30
WPG Advisers, LLC
7$3070.0%CoreLowBaltimore, MD2026-10-27
Laurel Wealth Advisors LLC
7$3080.0%CoreVery LowCharlotte, NC2026-10-27
DT Investment Partners, LLC
3$1320.0%ETFVery LowChadds Ford, PA2026-10-27
Hughes Financial Services, LLC
3$950.0%ETFLowHerndon, VA2026-10-30
MV Capital Management, Inc.
2$880.0%ETFLowBethesda, MD2026-10-29
Gilpin Wealth Management, LLC
1$440.0%GrowthLowDenver, CO2026-10-09
Hurley Capital, LLC
1$440.0%GARPMediumNew York, NY2026-11-05
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04