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Ishares SH DBA ETF USD Inc (NEAR)

CUSIP: 46431W507 | NYSE | 1274 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
13G/AFMR LLC8,584,1068.4%+2,964,506Sep 30, 202692d ahead of 13F (5,619,600 sh) · +2,964,506
13G/AFMR LLC8,584,106
8.4% of class · Sep 30, 2026+2,964,506
92d ahead of 13F (5,619,600 sh) · +2,964,506

Institutional Holders — Q3 2026

Capital Advantage, Inc.2,104,332
12.6% of portfolio›$104.9M
Americana Partners, LLC1,188,172
1.3% of portfolio›$59.2M
Cambridge Investment Research Advisors, Inc.896,094
0.0% of portfolio›$44.7K
Weil Company, Inc.655,092
5.6% of portfolio›$32.7M
Commonwealth Equity Services, LLC543,378
0.0% of portfolio›$27.1M
Alexander Randolph Advisory, Inc.512,808
20.5% of portfolio›$25.6M
Kwmg, LLC361,350
1.3% of portfolio›$18.0M
Syntegra Private Wealth Group, LLC335,941
1.3% of portfolio›$16.8M
WBH Advisory Inc327,866
1.1% of portfolio›$16.3M
Axxcess Wealth Management, LLC324,781
0.7% of portfolio›$16.2M
Oppenheimer & Co Inc320,873
0.2% of portfolio›$16.0M
Kraft, Davis & Associates, LLC265,590
2.8% of portfolio›$13.3M
Concurrent Investment Advisors, LLC262,217
0.1% of portfolio›$13.1M
Valley National Advisers Inc227,787
1.2% of portfolio›$11.4M
Independent Financial Group, LLC223,148
0.2% of portfolio›$11.1M
Union Bancaire Privee, UBP SA212,339
0.1% of portfolio›$10.6M
McAdam, LLC199,093
0.4% of portfolio›$9.9M
Bond & Devick Financial Network, Inc.194,978
2.3% of portfolio›$9.7M
Thrivent Financial for Lutherans193,713
0.0% of portfolio›$9.6M
Proathlete Wealth Management LLC190,346
2.1% of portfolio›$9.5M
Ifrah Financial Services, Inc.184,230
2.3% of portfolio›$9.2M
Integrity Alliance, Llc.171,123
0.3% of portfolio›$8.5M
First Pacific Financial170,696
0.9% of portfolio›$8.5M
Selby Wealth Management, LLC169,610
3.0% of portfolio›$8.5M
San Luis Wealth Advisors LLC167,917
1.2% of portfolio›$8.4M
Kestra Advisory Services, LLC157,499
0.0% of portfolio›$7.9M
Verdence Capital Advisors LLC155,477
0.3% of portfolio›$7.8M
Apollon Financial, LLC147,554
0.8% of portfolio›$7.4M
Wealth Enhancement Advisory Services, LLC132,567
0.0% of portfolio›$6.6M
Montecito Bank & Trust112,608
0.9% of portfolio›$5.6M
Uptick Partners, LLC109,891
0.8% of portfolio›$5.5M
Landaas & Co106,882
0.9% of portfolio›$5.3M
Truist Financial Corp102,788
0.0% of portfolio›$5.1M
Kure Advisory, LLC101,830
2.3% of portfolio›$5.1M
AlphaCore Capital LLC99,829
0.1% of portfolio›$5.0M
Focus Financial Network, Inc.97,708
0.1% of portfolio›$4.9M
Financial Management Network Inc96,654
0.7% of portfolio›$4.8M
Brady Family Wealth, LLC93,218
1.3% of portfolio›$4.6M
Citigroup Inc92,192
0.0% of portfolio›$4.6M
Sigma Planning Corp88,351
0.1% of portfolio›$4.4M
Secure Asset Management, LLC88,241
0.6% of portfolio›$4.4M
First Citizens Financial Corp86,810
1.8% of portfolio›$4.3M
Caliber Wealth Management, LLC / KS84,498
0.4% of portfolio›$4.2M
Realta Investment Advisors74,832
1.1% of portfolio›$3.7M
Blueprint Investment Partners LLC74,410
0.3% of portfolio›$3.7M
Blueprint Financial Advisors LLC74,410
0.4% of portfolio›$3.7M
Iron Financial LLC74,260
1.5% of portfolio›$3.7M
Prospera Financial Services Inc70,460
0.0% of portfolio›$3.5M
WJ Wealth Management, LLC67,804
1.4% of portfolio›$3.4M
Optivise Advisory Services LLC66,049
1.6% of portfolio›$3.3M
William John Sempolinski64,455
1.2% of portfolio›$3.2M
Brookstone Capital Management63,940
0.0% of portfolio›$3.2M
Sage Capital Advisors,llc59,679
0.6% of portfolio›$3.0M
Hardworking Capital Advisors, LLC53,834
2.2% of portfolio›$2.7M
Patten Group, Inc.51,898
0.4% of portfolio›$2.6M
Perigon Wealth Management, LLC47,596
0.0% of portfolio›$2.4M
Vise Technologies, Inc.46,924
0.0% of portfolio›$2.3M
Atwater Malick LLC44,503
0.5% of portfolio›$2.2M
Integrated Advisors Network LLC43,731
0.1% of portfolio›$2.2M
Castle Rock Wealth Management, LLC43,424
0.4% of portfolio›$2.2M
Partners Wealth Management, LLC43,314
0.2% of portfolio›$2.2M
Stonebridge Financial Group, LLC42,307
0.2% of portfolio›$2.1M
Unified Investment Management42,100
1.8% of portfolio›$2.1M
Ameliora Wealth Management Ltd.39,287
0.6% of portfolio›$2.0M
MGO One Seven LLC39,133
0.0% of portfolio›$2.0M
Members Wealth LLC38,077
0.9% of portfolio›$1.9M
Horizon Wealth Management, LLC37,949
0.2% of portfolio›$1.9M
Visionary Horizons, LLC36,593
0.7% of portfolio›$1.8M
Pflug Koory, LLC36,434
0.7% of portfolio›$1.8M
Professional Financial Advisors, LLC35,081
0.3% of portfolio›$1.7M
Steel Grove Capital Advisors, LLC34,352
0.2% of portfolio›$1.7M
Elevate Wealth Advisory, Inc33,973
0.9% of portfolio›$1.7M
Guidance Capital, Inc32,292
0.4% of portfolio›$1.6M
Westside Investment Management, Inc.29,450
0.2% of portfolio›$1.5M
WealthPlan Investment Management, LLC28,684
0.1% of portfolio›$1.4M
Claro Advisors Inc.28,488
0.1% of portfolio›$1.4M
Joel Adams & Associates, Inc.27,537
0.9% of portfolio›$1.4M
Aletheian Wealth Advisors LLC24,996
0.5% of portfolio›$1.2M
Hofer & Associates. Inc24,628
0.9% of portfolio›$1.2M
RED Crane Wealth Management, LLC24,628
0.9% of portfolio›$1.2M
American Institute for Advanced Investment Management, LLP24,125
0.7% of portfolio›$1.2M
LVW Advisors, LLC23,768
0.1% of portfolio›$1.2M
Alterna Wealth Management, Inc23,620
0.7% of portfolio›$1.2M
Lynch Investment Planning, LLC23,396
0.9% of portfolio›$1.2M
Forteris Wealth Management Inc.23,095
1.0% of portfolio›$1.2M
Michels Family Financial, LLC22,408
0.7% of portfolio›$1.1M
Centurion Wealth Management LLC22,008
0.3% of portfolio›$1.1M
Capital Advisors, Ltd. LLC21,539
0.0% of portfolio›$1.1K
Live Oak Private Wealth LLC21,453
0.1% of portfolio›$1.1M
Foundry Financial Group, Inc.20,849
0.4% of portfolio›$1.0M
Apex Wealth Management, LLC20,290
0.6% of portfolio›$1.0M
Infinity Wealth Counsel, LLC20,132
0.8% of portfolio›$1.0M
Lebenthal Global Advisors, LLC19,605
0.1% of portfolio›$977.5K
TCI Wealth Advisors, Inc.19,356
0.0% of portfolio›$965.1K
EverSource Wealth Advisors, LLC18,994
0.0% of portfolio›$947.0K
Novem Group18,962
0.1% of portfolio›$945.5K
Elevation Point Wealth Partners, LLC17,225
0.0% of portfolio›$858.8K
North Capital, Inc.16,816
0.6% of portfolio›$839.3K
Provenance Wealth Advisors, LLC16,341
0.0% of portfolio›$814.8K
Carrera Capital Advisors16,299
0.1% of portfolio›$812.7K
Darrow Company, Inc.16,213
0.3% of portfolio›$808.4K
LVZ, Inc.15,805
0.1% of portfolio›$788.0K
JGP Wealth Management, LLC15,771
0.1% of portfolio›$786.3K
Atria Investments, Inc15,018
0.0% of portfolio›$748.8K
Forbes Financial Planning, Inc.14,975
0.4% of portfolio›$746.7K
Owl Creek Wealth Partners LLC14,659
0.2% of portfolio›$730.9K
Eagle Bluffs Wealth Management LLC14,286
0.2% of portfolio›$712.3K
Clark Asset Management, LLC14,135
0.1% of portfolio›$704.8K
Iams Wealth Management, LLC14,100
0.2% of portfolio›$703.0K
Kestra Private Wealth Services, LLC13,885
0.0% of portfolio›$692.3K
Patriot Financial Group Insurance Agency, LLC13,501
0.1% of portfolio›$673.2K
Perryman Financial Advisory Inc13,442
0.1% of portfolio›$670.2K
StoneX Group Inc.13,279
0.0% of portfolio›$669.0K
Stanich Group LLC12,899
0.3% of portfolio›$643.2K
Beacon Financial Group12,321
0.1% of portfolio›$614.3K
Elwood & Goetz Wealth Advisory Group, LLC12,302
0.1% of portfolio›$613.4K
Fifth Third Securities, Inc.12,175
0.0% of portfolio›$607.1K
Syverson Strege & Co11,890
0.1% of portfolio›$592.8K
Retireful, LLC11,840
0.5% of portfolio›$590.3K
Wealthcare Advisory Partners LLC11,832
0.0% of portfolio›$589.9K
Parallel Advisors, LLC11,704
0.0% of portfolio›$583.6K
Eagle Harbor Asset Management Inc11,540
0.4% of portfolio›$575.4K
Farther Finance Advisors, LLC11,236
0.0% of portfolio›$560.2K
Chicago Partners Investment Group LLC11,107
0.0% of portfolio›$555.6K
Parsons Capital Management Inc11,010
0.0% of portfolio›$549.0K
Steele Capital Management, Inc.10,983
0.0% of portfolio›$547.6K
XY Planning Network, Inc.10,768
0.1% of portfolio›$536.9K
Integrity Advisory Solutions, LLC10,694
0.1% of portfolio›$533.2K
Courier Capital LLC10,539
0.0% of portfolio›$525.5K
Bison Wealth, LLC10,523
0.0% of portfolio›$525.4K
Rosenberg Matthew Hamilton10,520
0.1% of portfolio›$524.5K
Soltis Investment Advisors LLC10,267
0.0% of portfolio›$511.9K
Creative Planning10,082
0.0% of portfolio›$502.7K
Detalus Advisors, LLC10,000
0.1% of portfolio›$498.6K
Journey Advisory Group, LLC9,990
0.0% of portfolio›$498.1K
4J Wealth Management LLC9,977
0.2% of portfolio›$497.5K
IFP Advisors, Inc9,966
0.0% of portfolio›$496.9K
Private Client Services, LLC9,817
0.1% of portfolio›$489.5K
Burke & Herbert Bank & Trust Co9,437
0.1% of portfolio›$470.5K
International Assets Investment Management, LLC8,870
0.0% of portfolio›$441.5K
Keybank National Association8,535
0.0% of portfolio›$425.6K
Sowell Financial Services LLC8,486
0.0% of portfolio›$423.1K
Beirne Wealth Consulting Services, LLC8,082
0.1% of portfolio›$403.0K
WBI Investments, LLC8,039
0.1% of portfolio›$400.8K
Ascentis Independent Advisors8,025
0.0% of portfolio›$400.1K
Cross Staff Investments Inc7,938
0.2% of portfolio›$395.8K
Kachkovsky & Fisher, Inc.7,666
0.3% of portfolio›$382.2K
Farmers & Merchants Trust Co of Long Beach7,331
0.1% of portfolio›$365.5K
Pinnacle Associates LTD7,327
0.0% of portfolio›$365.3K
Avidian Wealth Enterprises, LLC7,030
0.0% of portfolio›$350.5K
ETF Store, Inc.6,816
0.3% of portfolio›$339.9K
Accelerate Investment Advisors LLC6,815
0.2% of portfolio›$339.8K
NTV Asset Management LLC6,795
0.0% of portfolio›$338.8K
Waycross Investment Management Co6,794
0.3% of portfolio›$338.7K
Intrua Financial, LLC6,752
0.0% of portfolio›$336.6K
Larson Financial Group LLC6,595
0.0% of portfolio›$328.8K
Values First Advisors, Inc.6,508
0.2% of portfolio›$324.5K
Regions Financial Corp6,500
0.0% of portfolio›$324.1K
Arkfeld Wealth Strategies, L.L.C.6,431
0.1% of portfolio›$320.8K
Flagship Private Wealth, LLC6,209
0.1% of portfolio›$309.6K
KFG LLC6,044
0.2% of portfolio›$301.4K
Symmetry Partners, LLC6,044
0.0% of portfolio›$301.4K
Koshinski Asset Management, Inc.6,017
0.0% of portfolio›$300.0K
Beacon Financial Advisory LLC6,008
0.1% of portfolio›$299.5K
Windsor Capital Management, LLC5,913
0.1% of portfolio›$294.8K
Blueline Advisors LLC5,703
0.2% of portfolio›$284.4K
Burford Brothers, Inc.5,654
0.1% of portfolio›$281.9K
CoreCap Advisors, LLC5,627
0.0% of portfolio›$280.6K
Shum Financial Group, Inc.5,499
0.2% of portfolio›$274.2K
Physician Wealth Solutions Inc.5,485
0.1% of portfolio›$273.5K
JFS Wealth Advisors, LLC5,484
0.0% of portfolio›$273.4K
TrueWealth Advisors, LLC5,453
0.1% of portfolio›$271.9K
Guided Capital Wealth Management, LLC5,323
0.2% of portfolio›$265.4K
Embree Financial Group5,292
0.0% of portfolio›$263.9K
Buck Wealth Strategies, LLC5,263
0.0% of portfolio›$262.4K
Madrona Financial Services, LLC5,135
0.0% of portfolio›$256.0K
Tompkins Financial Corp5,063
0.0% of portfolio›$252.4K
Christensen, King & Associates Investment Services, Inc.5,055
0.1% of portfolio›$252.1K
Patriot Investment Management Group, Inc.4,853
0.0% of portfolio›$242.0K
First Heartland Consultants, Inc.4,789
0.0% of portfolio›$238.8K
Foundry Financial LLC4,681
0.1% of portfolio›$233.4K
RFG Advisory, LLC4,612
0.0% of portfolio›$229.9K
Apeiron RIA LLC4,605
0.1% of portfolio›$229.2K
Pinnacle Wealth Management Advisory Group, LLC4,602
0.0% of portfolio›$229.4K
HUB Investment Partners, LLC4,583
0.0% of portfolio›$228.5K
LFG Wealth Partners, LLC4,574
0.1% of portfolio›$228.1K
Quest 10 Wealth Builders, Inc.4,520
0.2% of portfolio›$225.4K
B. Riley Wealth Advisors, Inc.4,435
0.0% of portfolio›$221.1K
Klaas Financial Asset Advisors, LLC4,342
0.0% of portfolio›$216.5K
Avestar Capital, LLC4,275
0.0% of portfolio›$213.2K
Sherrill & Hutchins Financial Advisory, Inc4,237
0.1% of portfolio›$211.3K
Flagship Harbor Advisors, LLC4,111
0.0% of portfolio›$205.0K
Patton Albertson Miller Group, LLC4,087
0.0% of portfolio›$203.8K
Birchwood Financial Partners, Inc.3,889
0.1% of portfolio›$193.9K
Spire Wealth Management3,199
0.0% of portfolio›$159.5K
Key Capital Management, Inc2,865
0.1% of portfolio›$142.8K
Beacon Capital Management, Inc.2,445
0.0% of portfolio›$121.9K
Signature Resources Capital Management, LLC2,287
0.0% of portfolio›$114.0K
Keystone Financial Group, Inc.1,936
0.1% of portfolio›$96.5K
MidAtlantic Capital Management, Inc.1,803
0.1% of portfolio›$89.9K
Rossby Financial, LCC1,638
0.0% of portfolio›$81.7K
Friedenthal Financial1,287
0.0% of portfolio›$64.2K
Private Trust Co NA1,066
0.0% of portfolio›$53.2K
First Bancorp, Inc1,000
0.0% of portfolio›$49.9K
Heritage Family Offices, LLP830
0.0% of portfolio›$41.4K
Simplex Trading, LLC800
0.0% of portfolio›$39.9K
Indiana Trust & Investment Management Co794
0.0% of portfolio›$39.6K
Mather Group, Llc.761
0.0% of portfolio›$37.9K
Hurley Capital, LLC700
0.0% of portfolio›$34.9K
Davidson Capital Management Inc.561
0.0% of portfolio›$28.0K
Kelleher Financial Advisors500
0.0% of portfolio›$24.9K
Financial Management Professionals, Inc.495
0.0% of portfolio›$24.7K
Catherine Avery Investment Management LLC410
0.0% of portfolio›$20.4K
Barrett & Company, Inc.296
0.0% of portfolio›$14.8K
Maseco LLP245
0.0% of portfolio›$12.2K
City State Bank174
0.0% of portfolio›$8.7K
Center for Financial Planning, Inc.131
0.0% of portfolio›$6.5K
Physician Wealth Advisors, Inc.110
0.0% of portfolio›$5.5K
Signature Equity Partners, LLC109
0.0% of portfolio›$5.4K
Jnba Financial Advisors109
0.0% of portfolio›$5.4K
Hughes Financial Services, LLC100
0.0% of portfolio›$5.0K
Assetmark, Inc92
0.0% of portfolio›$4.6K
Wolff Wiese Magana LLC76
0.0% of portfolio›$3.8K
Creative Financial Designs Inc69
0.0% of portfolio›$3.4K
Compass Financial Management LLC22
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Capital Advantage, Inc.
2,104,332$104.9M12.6%ETFMediumWalnut Creek, CA2026-10-14
Americana Partners, LLC
1,188,172$59.2M1.3%CoreMediumHouston, TX2026-10-28
Cambridge Investment Research Advisors, Inc.
896,094$44.7K0.0%ETFLowFairfield, IA2026-11-02
Weil Company, Inc.
655,092$32.7M5.6%ETFLowSan Diego, CA2026-10-14
Commonwealth Equity Services, LLC
543,378$27.1M0.0%ETFLowWaltham, MA2026-11-02
Alexander Randolph Advisory, Inc.
512,808$25.6M20.5%YieldLowMclean, VA2026-11-04
Kwmg, LLC
361,350$18.0M1.3%ETFVery LowOverland Park, KS2026-10-07
Syntegra Private Wealth Group, LLC
335,941$16.8M1.3%ETFLowChesterfield, MO2026-10-13
WBH Advisory Inc
327,866$16.3M1.1%ETFLowBaltimore, MD2026-11-05
Axxcess Wealth Management, LLC
324,781$16.2M0.7%CoreLowCarlsbad, CA2026-10-21
Oppenheimer & Co Inc
320,873$16.0M0.2%CoreLowNew York, NY2026-10-26
Kraft, Davis & Associates, LLC
265,590$13.3M2.8%ETFMediumSt. Louis, MO2026-10-21
Concurrent Investment Advisors, LLC
262,217$13.1M0.1%GrowthMediumTampa, FL2026-10-16
Valley National Advisers Inc
227,787$11.4M1.2%ETFLowBethlehem, PA2026-10-23
Independent Financial Group, LLC
223,148$11.1M0.2%GrowthLowSan Diego, CA2026-10-13
Union Bancaire Privee, UBP SA
212,339$10.6M0.1%GrowthMediumGeneva 1, Switzerland2026-11-04
McAdam, LLC
199,093$9.9M0.4%ETFLowPhiladelphia, PA2026-10-21
Bond & Devick Financial Network, Inc.
194,978$9.7M2.3%ETFVery LowSt. Louis Park, MN2026-10-23
Thrivent Financial for Lutherans
193,713$9.6M0.0%GARPMediumMinneapolis, MN2026-11-05
Proathlete Wealth Management LLC
190,346$9.5M2.1%ETFVery LowBoca Raton, FL2026-10-15
Ifrah Financial Services, Inc.
184,230$9.2M2.3%ETFLowLittle Rock, AR2026-10-13
Integrity Alliance, Llc.
171,123$8.5M0.3%ETFMediumUrbandale, IA2026-10-29
First Pacific Financial
170,696$8.5M0.9%ETFLowVancouver, WA2026-10-14
Selby Wealth Management, LLC
169,610$8.5M3.0%ETFVery LowEmeryville, CA2026-10-16
San Luis Wealth Advisors LLC
167,917$8.4M1.2%CoreMediumSan Luis Obispo, CA2026-10-27
Kestra Advisory Services, LLC
157,499$7.9M0.0%CoreLowAustin, TX2026-11-02
Verdence Capital Advisors LLC
155,477$7.8M0.3%CoreMediumHunt Valley, MD2026-10-26
Apollon Financial, LLC
147,554$7.4M0.8%ETFVery LowMount Pleasant, SC2026-10-23
Wealth Enhancement Advisory Services, LLC
132,567$6.6M0.0%CoreLowPlymouth, MN2026-10-13
Montecito Bank & Trust
112,608$5.6M0.9%GrowthVery LowSanta Barbara, CA2026-10-01
Uptick Partners, LLC
109,891$5.5M0.8%ETFLowNacogdoches, TX2026-11-04
Landaas & Co
106,882$5.3M0.9%ETFVery LowMilwaukee, WI2026-10-29
Truist Financial Corp
102,788$5.1M0.0%CoreLowCharlotte, NC2026-10-30
Kure Advisory, LLC
101,830$5.1M2.3%ETFVery LowPlymouth, MN2026-10-08
AlphaCore Capital LLC
99,829$5.0M0.1%ETFLowLa Jolla, CA2026-11-04
Focus Financial Network, Inc.
97,708$4.9M0.1%ETFLowMinneapolis, MN2026-10-14
Financial Management Network Inc
96,654$4.8M0.7%ETFLowMission Viejo, CA2026-10-09
Brady Family Wealth, LLC
93,218$4.6M1.3%CoreVery LowSaint Louis, MO2026-11-02
Citigroup Inc
92,192$4.6M0.0%CoreMediumNew York, NY2026-11-04
Sigma Planning Corp
88,351$4.4M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Secure Asset Management, LLC
88,241$4.4M0.6%GrowthMediumTroy, MI2026-10-19
First Citizens Financial Corp
86,810$4.3M1.8%ETFLowMason City, IA2026-10-02
Caliber Wealth Management, LLC / KS
84,498$4.2M0.4%ETFLowOverland Park, KS2026-11-04
Realta Investment Advisors
74,832$3.7M1.1%GrowthMediumWilmington, DE2026-10-14
Blueprint Investment Partners LLC
74,410$3.7M0.3%ETFMediumGreensboro, NC2026-10-28
Blueprint Financial Advisors LLC
74,410$3.7M0.4%GARPMediumGreensboto, NC2026-10-28
Iron Financial LLC
74,260$3.7M1.5%ETFLowNorthbrook, IL2026-10-23
Prospera Financial Services Inc
70,460$3.5M0.0%CoreMediumDallas, TX2026-11-04
WJ Wealth Management, LLC
67,804$3.4M1.4%ETFMediumGlendale, AZ2026-11-03
Optivise Advisory Services LLC
66,049$3.3M1.6%ETFMediumFranklin, TN2026-10-19
William John Sempolinski
64,455$3.2M1.2%MomentumLowEaston, MA2026-10-20
Brookstone Capital Management
63,940$3.2M0.0%ETFMediumWheaton, IL2026-10-22
Sage Capital Advisors,llc
59,679$3.0M0.6%CoreLowSioux Falls, SD2026-10-13
Hardworking Capital Advisors, LLC
53,834$2.7M2.2%GrowthMediumPalm Desert, CA2026-10-20
Patten Group, Inc.
51,898$2.6M0.4%CoreLowChattanooga, TN2026-10-26
Perigon Wealth Management, LLC
47,596$2.4M0.0%GrowthLowSan Francisco, CA2026-10-22
Vise Technologies, Inc.
46,924$2.3M0.0%IndexLowNew York, NY2026-10-29
Atwater Malick LLC
44,503$2.2M0.5%CoreLowLancaster, PA2026-10-15
Integrated Advisors Network LLC
43,731$2.2M0.1%GrowthMediumDallas, TX2026-10-20
Castle Rock Wealth Management, LLC
43,424$2.2M0.4%GrowthMediumWalnut Creek, CA2026-10-09
Partners Wealth Management, LLC
43,314$2.2M0.2%CoreLowCarmel By The Sea, CA2026-10-28
Stonebridge Financial Group, LLC
42,307$2.1M0.2%ETFMediumWormleysburg, PA2026-10-01
Unified Investment Management
42,100$2.1M1.8%CoreLowAtlanta, GA2026-10-14
Ameliora Wealth Management Ltd.
39,287$2.0M0.6%ETFLowZurich, Switzerland2026-10-23
MGO One Seven LLC
39,133$2.0M0.0%GrowthLowBeachwood, OH2026-10-28
Members Wealth LLC
38,077$1.9M0.9%ETFLowMedia, PA2026-10-20
Horizon Wealth Management, LLC
37,949$1.9M0.2%ETFVery HighLa Grange, IL2026-11-02
Visionary Horizons, LLC
36,593$1.8M0.7%ETFLowKnoxville, TN2026-10-22
Pflug Koory, LLC
36,434$1.8M0.7%CoreVery LowOmaha, NE2026-10-26
Professional Financial Advisors, LLC
35,081$1.7M0.3%ETFMediumNorth Platte, NE2026-10-13
Steel Grove Capital Advisors, LLC
34,352$1.7M0.2%ETFLowMemphis, TN2026-10-13
Elevate Wealth Advisory, Inc
33,973$1.7M0.9%ETFVery LowAthens, GA2026-10-29
Guidance Capital, Inc
32,292$1.6M0.4%ETFMediumLousville, KY2026-11-03
Westside Investment Management, Inc.
29,450$1.5M0.2%GrowthLowSanta Monica, CA2026-11-02
WealthPlan Investment Management, LLC
28,684$1.4M0.1%GrowthMediumOmaha, NE2026-10-15
Claro Advisors Inc.
28,488$1.4M0.1%CoreLowBoston, MA2026-11-02
Joel Adams & Associates, Inc.
27,537$1.4M0.9%ETFLowAsheville, NC2026-11-02
Aletheian Wealth Advisors LLC
24,996$1.2M0.5%ETFVery LowBellevue, WA2026-10-08
Hofer & Associates. Inc
24,628$1.2M0.9%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
24,628$1.2M0.9%ETFLowSan Francisco, CA2026-10-14
American Institute for Advanced Investment Management, LLP
24,125$1.2M0.7%ETFLowScottsdale, AZ2026-11-03
LVW Advisors, LLC
23,768$1.2M0.1%CoreMediumPittsford, NY2026-10-19
Alterna Wealth Management, Inc
23,620$1.2M0.7%ETFMediumHouston, TX2026-10-27
Lynch Investment Planning, LLC
23,396$1.2M0.9%ETFLowNewtown Square, PA2026-10-27
Forteris Wealth Management Inc.
23,095$1.2M1.0%ETFVery LowArmonk, NY2026-10-13
Michels Family Financial, LLC
22,408$1.1M0.7%ETFLowFort Worth, TX2026-11-02
Centurion Wealth Management LLC
22,008$1.1M0.3%ETFMediumMclean, VA2026-10-13
Capital Advisors, Ltd. LLC
21,539$1.1K0.0%ETFLowShaker Heights, OH2026-10-27
Live Oak Private Wealth LLC
21,453$1.1M0.1%ValueLowWilmington, NC2026-11-02
Foundry Financial Group, Inc.
20,849$1.0M0.4%ETFLowLaconia, NH2026-10-28
Apex Wealth Management, LLC
20,290$1.0M0.6%ETFMediumBedford, NH2026-10-20
Infinity Wealth Counsel, LLC
20,132$1.0M0.8%ETFVery LowLoveland, OH2026-10-15
Lebenthal Global Advisors, LLC
19,605$977.5K0.1%ETFMediumHauppauge, NY2026-10-28
TCI Wealth Advisors, Inc.
19,356$965.1K0.0%ETFLowTucson, AZ2026-10-30
EverSource Wealth Advisors, LLC
18,994$947.0K0.0%CoreMediumBirmingham, AL2026-11-04
Novem Group
18,962$945.5K0.1%ETFMediumRochester, NY2026-10-19
Elevation Point Wealth Partners, LLC
17,225$858.8K0.0%CoreHighDenver, CO2026-11-05
North Capital, Inc.
16,816$839.3K0.6%ETFLowSalt Lake City, UT2026-10-16
Provenance Wealth Advisors, LLC
16,341$814.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Carrera Capital Advisors
16,299$812.7K0.1%ETFMediumTroy, MI2026-11-03
Darrow Company, Inc.
16,213$808.4K0.3%ETFVery LowNeedham, MA2026-10-22
LVZ, Inc.
15,805$788.0K0.1%ETFLowHolland, MI2026-10-20
JGP Wealth Management, LLC
15,771$786.3K0.1%CoreLowBend, OR2026-10-13
Atria Investments, Inc
15,018$748.8K0.0%CoreMediumCharlotte, NC2026-10-15
Forbes Financial Planning, Inc.
14,975$746.7K0.4%ETFLowEast Greenwich, RI2026-10-23
Owl Creek Wealth Partners LLC
14,659$730.9K0.2%IndexLowGreenwood Village, CO2026-10-20
Eagle Bluffs Wealth Management LLC
14,286$712.3K0.2%GARPVery LowColumbia, MO2026-10-20
Clark Asset Management, LLC
14,135$704.8K0.1%ETFVery LowStratham, NH2026-10-19
Iams Wealth Management, LLC
14,100$703.0K0.2%CoreMediumOmaha, NE2026-10-15
Kestra Private Wealth Services, LLC
13,885$692.3K0.0%GrowthLowAustin, TX2026-10-30
Patriot Financial Group Insurance Agency, LLC
13,501$673.2K0.1%GrowthLowWalpole, MA2026-10-14
Perryman Financial Advisory Inc
13,442$670.2K0.1%GrowthVery LowDallas, TX2026-10-16
StoneX Group Inc.
13,279$669.0K0.0%ETFMediumNew York, NY2026-11-03
Stanich Group LLC
12,899$643.2K0.3%ETFVery LowMontauk, NY2026-10-16
Beacon Financial Group
12,321$614.3K0.1%ETFMediumDallas, TX2026-10-19
Elwood & Goetz Wealth Advisory Group, LLC
12,302$613.4K0.1%ETFLowAthens, GA2026-10-28
Fifth Third Securities, Inc.
12,175$607.1K0.0%ETFLowCincinnati, OH2026-10-21
Syverson Strege & Co
11,890$592.8K0.1%ETFVery LowWest Des Moines, IA2026-11-02
Retireful, LLC
11,840$590.3K0.5%GrowthVery HighHaslett, MI2026-10-09
Wealthcare Advisory Partners LLC
11,832$589.9K0.0%ETFLowWest Chester, PA2026-10-21
Parallel Advisors, LLC
11,704$583.6K0.0%IndexLowSan Francisco, CA2026-11-03
Eagle Harbor Asset Management Inc
11,540$575.4K0.4%GARPLowSeattle, WA2026-10-21
Farther Finance Advisors, LLC
11,236$560.2K0.0%IndexLowSan Francisco, CA2026-10-08
Chicago Partners Investment Group LLC
11,107$555.6K0.0%GARPLowChicago, IL2026-10-27
Parsons Capital Management Inc
11,010$549.0K0.0%CoreLowProvidence, RI2026-10-28
Steele Capital Management, Inc.
10,983$547.6K0.0%ETFVery LowDubuque, IA2026-11-02
XY Planning Network, Inc.
10,768$536.9K0.1%ETFLowBozeman, MT2026-10-14
Integrity Advisory Solutions, LLC
10,694$533.2K0.1%ETFMediumDallas, TX2026-10-29
Courier Capital LLC
10,539$525.5K0.0%ETFLowBuffalo, NY2026-10-19
Bison Wealth, LLC
10,523$525.4K0.0%GrowthMediumAtlanta, GA2026-10-13
Rosenberg Matthew Hamilton
10,520$524.5K0.1%ETFVery LowGrand Junction, CO2026-10-05
Soltis Investment Advisors LLC
10,267$511.9K0.0%CoreMediumSt. George, UT2026-10-28
Creative Planning
10,082$502.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Detalus Advisors, LLC
10,000$498.6K0.1%ETFLowSt. Louis, MO2026-10-15
Journey Advisory Group, LLC
9,990$498.1K0.0%CoreMediumCovington, KY2026-11-04
4J Wealth Management LLC
9,977$497.5K0.2%ETFMediumMclean, VA2026-11-02
IFP Advisors, Inc
9,966$496.9K0.0%GrowthLowTampa, FL2026-10-16
Private Client Services, LLC
9,817$489.5K0.1%ETFMediumLouisville, KY2026-10-02
Burke & Herbert Bank & Trust Co
9,437$470.5K0.1%CoreVery LowAlexandria, VA2026-11-02
International Assets Investment Management, LLC
8,870$441.5K0.0%CoreVery HighOrlando, FL2026-11-02
Keybank National Association
8,535$425.6K0.0%CoreLowBrooklyn, OH2026-11-04
Sowell Financial Services LLC
8,486$423.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
Beirne Wealth Consulting Services, LLC
8,082$403.0K0.1%ETFLowShelton, CT2026-10-19
WBI Investments, LLC
8,039$400.8K0.1%ValueVery HighRed Bank, NJ2026-11-05
Ascentis Independent Advisors
8,025$400.1K0.0%ETFLowDallas, TX2026-11-03
Cross Staff Investments Inc
7,938$395.8K0.2%CoreVery LowPittsford, NY2026-10-22
Kachkovsky & Fisher, Inc.
7,666$382.2K0.3%ETFN/ASan Diego, CA2026-10-21
Farmers & Merchants Trust Co of Long Beach
7,331$365.5K0.1%CoreVery LowLong Beach, CA2026-10-22
Pinnacle Associates LTD
7,327$365.3K0.0%CoreLowNew York, NY2026-10-20
Avidian Wealth Enterprises, LLC
7,030$350.5K0.0%ETFLowHouston, TX2026-10-08
ETF Store, Inc.
6,816$339.9K0.3%ETFVery LowOverland Park, KS2026-10-19
Accelerate Investment Advisors LLC
6,815$339.8K0.2%ETFLowAliso Viejo, CA2026-11-02
NTV Asset Management LLC
6,795$338.8K0.0%GrowthLowCharleston, WV2026-10-23
Waycross Investment Management Co
6,794$338.7K0.3%ETFLowBellingham, WA2026-10-14
Intrua Financial, LLC
6,752$336.6K0.0%ETFMediumHouston, TX2026-10-28
Larson Financial Group LLC
6,595$328.8K0.0%GrowthLowSt Louis, MO2026-11-05
Values First Advisors, Inc.
6,508$324.5K0.2%CoreMediumJohnson City, TN2026-10-23
Regions Financial Corp
6,500$324.1K0.0%CoreLowBirmingham, AL2026-11-05
Arkfeld Wealth Strategies, L.L.C.
6,431$320.8K0.1%ValueLowOmaha, NE2026-10-19
Flagship Private Wealth, LLC
6,209$309.6K0.1%ETFLowWoburn, MA2026-11-05
KFG LLC
6,044$301.4K0.2%ETFN/ARapid City, SD2026-11-02
Symmetry Partners, LLC
6,044$301.4K0.0%ETFLowGlastonbury, CT2026-10-27
Koshinski Asset Management, Inc.
6,017$300.0K0.0%ETFLowDecatur, IL2026-10-29
Beacon Financial Advisory LLC
6,008$299.5K0.1%ETFLowCleveland, OH2026-10-16
Windsor Capital Management, LLC
5,913$294.8K0.1%ETFVery LowPhoenix, AZ2026-10-13
Blueline Advisors LLC
5,703$284.4K0.2%ETFLowExeter, NH2026-10-15
Burford Brothers, Inc.
5,654$281.9K0.1%CoreLowDallas, TX2026-10-21
CoreCap Advisors, LLC
5,627$280.6K0.0%ETFMediumSouthfield, MI2026-10-08
Shum Financial Group, Inc.
5,499$274.2K0.2%GrowthVery LowAlameda, CA2026-10-13
Physician Wealth Solutions Inc.
5,485$273.5K0.1%ETFLowNorth Las Vegas, NV2026-10-14
JFS Wealth Advisors, LLC
5,484$273.4K0.0%ETFVery LowHermitage, PA2026-11-03
TrueWealth Advisors, LLC
5,453$271.9K0.1%ETFMediumBirmingham, AL2026-10-09
Guided Capital Wealth Management, LLC
5,323$265.4K0.2%ETFMediumHouston, TX2026-10-21
Embree Financial Group
5,292$263.9K0.0%ETFLowChicago, IL2026-10-22
Buck Wealth Strategies, LLC
5,263$262.4K0.0%ValueMediumDenver, CO2026-10-28
Madrona Financial Services, LLC
5,135$256.0K0.0%ETFLowEverett, WA2026-10-23
Tompkins Financial Corp
5,063$252.4K0.0%CoreLowIthaca, NY2026-10-05
Christensen, King & Associates Investment Services, Inc.
5,055$252.1K0.1%ETFVery LowRichland, WA2026-10-22
Patriot Investment Management Group, Inc.
4,853$242.0K0.0%ETFVery LowKnoxville, TN2026-10-15
First Heartland Consultants, Inc.
4,789$238.8K0.0%ETFMediumLake St. Louis, MO2026-10-08
Foundry Financial LLC
4,681$233.4K0.1%ETFMediumPasadena, CA2026-10-16
RFG Advisory, LLC
4,612$229.9K0.0%ETFMediumBirmingham, AL2026-11-03
Apeiron RIA LLC
4,605$229.2K0.1%ETFMediumDallas, TX2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
4,602$229.4K0.0%GrowthLowRed Bank, NJ2026-10-23
HUB Investment Partners, LLC
4,583$228.5K0.0%GrowthLowAustin, TX2026-11-03
LFG Wealth Partners, LLC
4,574$228.1K0.1%CoreMediumElizabethtown, KY2026-10-28
Quest 10 Wealth Builders, Inc.
4,520$225.4K0.2%ETFLowFuquay-Varina, VA2026-11-02
B. Riley Wealth Advisors, Inc.
4,435$221.1K0.0%GrowthLowMemphis, TN2026-10-13
Klaas Financial Asset Advisors, LLC
4,342$216.5K0.0%ETFVery LowLoves Park, IL2026-10-19
Avestar Capital, LLC
4,275$213.2K0.0%GrowthLowNew York, NY2026-10-28
Sherrill & Hutchins Financial Advisory, Inc
4,237$211.3K0.1%ETFVery LowAtlanta, GA2026-10-14
Flagship Harbor Advisors, LLC
4,111$205.0K0.0%ETFMediumBoston, MA2026-10-26
Patton Albertson Miller Group, LLC
4,087$203.8K0.0%CoreLowChattanooga, TN2026-10-26
Birchwood Financial Partners, Inc.
3,889$193.9K0.1%ETFVery LowBloomington, MN2026-11-02
Spire Wealth Management
3,199$159.5K0.0%GrowthMediumMclean, VA2026-10-30
Key Capital Management, Inc
2,865$142.8K0.1%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Beacon Capital Management, Inc.
2,445$121.9K0.0%ETFMediumDayton, OH2026-10-13
Signature Resources Capital Management, LLC
2,287$114.0K0.0%ETFLowNewport Beach, CA2026-10-16
Keystone Financial Group, Inc.
1,936$96.5K0.1%ETFLowAtlanta, GA2026-10-13
MidAtlantic Capital Management, Inc.
1,803$89.9K0.1%ETFVery LowRichmond, VA2026-11-05
Rossby Financial, LCC
1,638$81.7K0.0%ETFMediumMelbourne, FL2026-11-05
Friedenthal Financial
1,287$64.2K0.0%ETFHighMarlton, NJ2026-10-27
Private Trust Co NA
1,066$53.2K0.0%CoreLowCleveland, OH2026-10-20
First Bancorp, Inc
1,000$49.9K0.0%ValueVery LowDamariscotta, ME2026-10-26
Heritage Family Offices, LLP
830$41.4K0.0%GrowthHighScottsdale, AZ2026-11-02
Simplex Trading, LLC
800$39.9K0.0%CoreVery HighChicago, IL2026-11-04
Indiana Trust & Investment Management Co
794$39.6K0.0%GrowthLowMishawaka, IN2026-10-22
Mather Group, Llc.
761$37.9K0.0%ETFMediumChicago, IL2026-10-14
Hurley Capital, LLC
700$34.9K0.0%GARPMediumNew York, NY2026-11-05
Davidson Capital Management Inc.
561$28.0K0.0%GrowthMediumCorpus Christi, TX2026-10-15
Kelleher Financial Advisors
500$24.9K0.0%CoreMediumNew York, NY2026-10-30
Financial Management Professionals, Inc.
495$24.7K0.0%ETFMediumAustin, TX2026-10-23
Catherine Avery Investment Management LLC
410$20.4K0.0%CoreMediumLongboat Key, FL2026-10-14
Barrett & Company, Inc.
296$14.8K0.0%ETFLowProvidence, RI2026-10-22
Maseco LLP
245$12.2K0.0%ETFVery LowLondon, United Kingdom2026-10-27
City State Bank
174$8.7K0.0%GrowthVery LowNorwalk, IA2026-10-20
Center for Financial Planning, Inc.
131$6.5K0.0%ETFLowSouthfied, MI2026-10-26
Physician Wealth Advisors, Inc.
110$5.5K0.0%ETFMediumMidvale, UT2026-10-20
Signature Equity Partners, LLC
109$5.4K0.0%GrowthMediumColumbus, OH2026-10-29
Jnba Financial Advisors
109$5.4K0.0%ETFMediumBloomington, MN2026-11-03
Hughes Financial Services, LLC
100$5.0K0.0%ETFLowHerndon, VA2026-10-30
Assetmark, Inc
92$4.6K0.0%ETFLowConcord, CA2026-10-21
Wolff Wiese Magana LLC
76$3.8K0.0%GrowthLowCarslbad, CA2026-10-15
Creative Financial Designs Inc
69$3.4K0.0%ETFMediumKokomo, IN2026-11-04
Compass Financial Management LLC
22$1.1K0.0%CoreN/ATampa, FL2026-10-30