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Ishares Broad USD High Yield (USHY)

CUSIP: 46435U853 | NYSE | 1513 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/ABlackRock Portfolio Management LLC11,895,3621.6%−27,215,665Sep 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC11,895,362
1.6% of class · Sep 30, 2026−27,215,665
No 13F filer matched

Institutional Holders — Q3 2026

Japan Science & Technology Agency14,319,906
9.3% of portfolio›$511.5M
Ocean Park Asset Management, LLC7,868,400
17.0% of portfolio›$281.1M
Thrivent Financial for Lutherans5,982,432
0.7% of portfolio›$213.7M
iA Global Asset Management Inc.4,822,810
0.0% of portfolio›$172.3K
Truist Financial Corp4,598,067
0.2% of portfolio›$164.2M
SigFig Wealth Management, LLC3,510,960
3.1% of portfolio›$125.4M
Allspring Global Investments Holdings, LLC2,894,282
0.2% of portfolio›$103.0M
Principal Financial Group Inc2,202,196
0.0% of portfolio›$78.7M
Rebalance, LLC1,971,661
3.6% of portfolio›$70.4M
Bank of New York Mellon Corp1,867,259
0.0% of portfolio›$66.7M
Assetmark, Inc1,735,444
0.1% of portfolio›$62.0M
Bricktown Capital, LLC1,643,579
10.7% of portfolio›$58.7M
Gerber Kawasaki Wealth & Investment Management1,473,716
1.3% of portfolio›$52.6M
US Bancorp \de\1,420,511
0.1% of portfolio›$50.7M
Factory Mutual Insurance Co1,355,000
0.4% of portfolio›$48.4M
New York Life Investment Management LLC1,160,219
0.3% of portfolio›$41.4M
Ninety One UK Ltd1,129,762
0.1% of portfolio›$40.4M
Prime Capital Investment Advisors, LLC1,124,585
0.4% of portfolio›$40.2M
Roberts Financial Services LLC1,033,256
10.9% of portfolio›$36.9M
State of New Jersey Common Pension Fund D800,000
0.1% of portfolio›$28.6M
Stockman Wealth Management, Inc.774,029
2.9% of portfolio›$27.6M
Capital Asset Advisory Services LLC692,300
0.8% of portfolio›$24.6M
Exchange Traded Concepts, LLC674,601
0.1% of portfolio›$24.1M
Insight Wealth Strategies, LLC626,335
2.2% of portfolio›$22.4M
Wedmont Private Capital600,801
0.5% of portfolio›$21.4M
Cambridge Investment Research Advisors, Inc.594,347
0.0% of portfolio›$21.2K
Allegiance Financial Group Advisory Services LLC584,556
3.4% of portfolio›$20.9M
Alaska Permanent Fund Corp576,619
1.6% of portfolio›$20.6M
Phillips Financial Management, LLC477,901
1.3% of portfolio›$17.1M
Greystone Financial Group, LLC435,560
4.3% of portfolio›$15.6M
Commonwealth Equity Services, LLC435,067
0.0% of portfolio›$15.5M
Destiny Wealth Partners, LLC415,965
1.5% of portfolio›$14.8M
Rakuten Investment Management, Inc.401,707
0.0% of portfolio›$14.4M
Viewpoint Investment Partners Corp399,400
4.5% of portfolio›$14.3M
Fort Washington Investment Advisors Inc382,142
0.1% of portfolio›$13.7M
Fifth Third Securities, Inc.376,434
0.7% of portfolio›$13.4M
Avior Wealth Management, LLC352,026
0.3% of portfolio›$12.6M
Grove Bank & Trust335,076
1.2% of portfolio›$12.0M
Concurrent Investment Advisors, LLC327,657
0.1% of portfolio›$11.7M
Vise Technologies, Inc.318,053
0.1% of portfolio›$11.4M
FC Advisory LLC316,737
3.0% of portfolio›$11.3M
Citigroup Inc290,786
0.0% of portfolio›$10.4M
Form Wealth Advisors, LLC280,652
1.1% of portfolio›$10.0M
Amicus Financial Advisors, LLC246,300
2.2% of portfolio›$8.8M
Financiere des Professionnels - Fonds d'investissement inc.239,600
0.5% of portfolio›$8.6M
Sigma Planning Corp219,714
0.2% of portfolio›$7.8M
CoreCap Advisors, LLC217,386
0.2% of portfolio›$7.8M
Single Point Partners, LLC214,052
1.4% of portfolio›$7.6M
Signature Estate & Investment Advisors LLC209,706
0.1% of portfolio›$7.5M
IFG Advisors, LLC197,943
1.0% of portfolio›$7.1M
Alps Advisors Inc197,603
0.0% of portfolio›$7.1M
Twele Capital Management, Inc.197,247
1.2% of portfolio›$7.0M
Diversify Wealth Management, LLC195,715
0.1% of portfolio›$7.0M
Diversify Advisory Services, LLC195,715
0.1% of portfolio›$7.0M
Integrated Advisors Network LLC195,203
0.3% of portfolio›$7.0M
Ascent Group, LLC194,985
0.2% of portfolio›$7.0M
Wealth Enhancement Advisory Services, LLC176,365
0.0% of portfolio›$6.3M
Hohimer Wealth Management, LLC174,753
0.6% of portfolio›$6.2M
Cornerstone Management, Inc.169,812
0.9% of portfolio›$6.1M
Creative Planning168,243
0.0% of portfolio›$6.0M
MGO One Seven LLC164,836
0.1% of portfolio›$5.9M
Florida Trust Wealth Management Co159,198
0.1% of portfolio›$5.7M
Founders Financial Securities LLC148,446
0.3% of portfolio›$5.3M
Choreo, LLC137,963
0.1% of portfolio›$4.9M
Forte Asset Management LLC137,157
2.0% of portfolio›$4.9M
Kestra Advisory Services, LLC136,339
0.0% of portfolio›$4.9M
Charles Schwab Trust Co125,082
0.3% of portfolio›$4.5M
Tucker Asset Management LLC122,103
1.1% of portfolio›$4.4M
Barings LLC120,200
0.1% of portfolio›$4.3M
Financial & Tax Architects, LLC117,070
0.9% of portfolio›$4.2M
Thryve Wealth Management LLC113,191
2.3% of portfolio›$4.0M
Gibbs Wealth Management112,114
0.4% of portfolio›$4.0M
Paragon Advisors, LLC107,631
0.7% of portfolio›$3.8M
Procyon Advisors, LLC101,542
0.2% of portfolio›$3.6M
SWS Partners100,941
0.8% of portfolio›$3.6M
Capital Investment Advisory Services, LLC98,646
0.2% of portfolio›$3.5M
LeConte Wealth Management, LLC98,389
1.9% of portfolio›$3.5M
Ascentis Independent Advisors98,072
0.2% of portfolio›$3.5M
Nisa Investment Advisors, LLC97,038
0.0% of portfolio›$3.5M
DeLarme Wealth Management, Inc.95,297
1.9% of portfolio›$3.4M
Park Avenue Securities LLC92,551
0.0% of portfolio›$3.3K
Asset Management One Co., Ltd.81,643
0.0% of portfolio›$2.9M
Kathmere Capital Management, LLC81,226
0.1% of portfolio›$2.9M
Sovran Advisors, LLC80,363
0.2% of portfolio›$2.9M
Heritage Family Offices, LLP75,581
0.9% of portfolio›$2.7M
Cynosure Group, LLC74,729
0.4% of portfolio›$2.7M
Leeward Financial Partners, LLC72,660
0.7% of portfolio›$2.6M
Windsor Capital Management, LLC72,250
0.7% of portfolio›$2.6M
Parr Mcknight Wealth Management Group, LLC71,898
0.3% of portfolio›$2.6M
Sowell Financial Services LLC71,713
0.1% of portfolio›$2.6M
New Wave Wealth Advisors LLC71,523
0.7% of portfolio›$2.6M
Sagespring Wealth Partners, LLC69,396
0.0% of portfolio›$2.5M
Unison Advisors LLC68,868
0.2% of portfolio›$2.5M
Lido Advisors, LLC65,424
0.0% of portfolio›$2.3M
Maseco LLP64,945
0.1% of portfolio›$2.3M
Joel Adams & Associates, Inc.64,434
1.5% of portfolio›$2.3M
IFS Advisors, LLC63,135
0.7% of portfolio›$2.3M
Venture Visionary Partners LLC61,972
0.1% of portfolio›$2.2M
Retiremitten Financial LLC61,808
0.9% of portfolio›$2.2M
M Holdings Securities, Inc.59,711
0.9% of portfolio›$2.1M
Titleist Asset Management, LLC58,918
0.1% of portfolio›$2.1M
CGN Advisors LLC58,320
0.2% of portfolio›$2.1M
Davenport & Co LLC57,810
0.0% of portfolio›$2.1M
Mechanics Bank Trust Department57,677
0.3% of portfolio›$2.1M
Vertex Investment Solutions Co., Ltd.54,600
1.4% of portfolio›$2.0M
Beese Fulmer Investment Management, Inc.53,655
0.1% of portfolio›$1.9M
Neumann Capital Management, LLC53,161
0.5% of portfolio›$1.9M
Riversedge Advisors, LLC52,086
0.2% of portfolio›$1.9M
Verdence Capital Advisors LLC51,996
0.1% of portfolio›$1.9M
Grey Fox Wealth Advisors, LLC51,757
0.3% of portfolio›$1.8M
Bryn Mawr Trust Advisors, LLC51,123
0.1% of portfolio›$1.8M
J.W. Cole Advisors, Inc.50,373
0.0% of portfolio›$1.8M
Innovative Wealth Building LLC49,932
1.0% of portfolio›$1.8M
Simon Quick Advisors, LLC49,662
0.1% of portfolio›$1.8M
Kestra Private Wealth Services, LLC49,120
0.0% of portfolio›$1.8M
State of Wisconsin - Board of Commissioners of Public Lands48,550
1.0% of portfolio›$1.7M
Guidance Capital, Inc47,808
0.4% of portfolio›$1.7M
Silver Grove Financial Group, Inc.47,796
0.8% of portfolio›$1.7M
Patriot Investment Management Group, Inc.47,194
0.1% of portfolio›$1.7M
Union Bancaire Privee, UBP SA47,000
0.0% of portfolio›$1.7M
Encompass More Asset Management46,652
0.2% of portfolio›$1.7M
High Net Worth Advisory Group LLC46,518
0.3% of portfolio›$1.7M
Triad Wealth Partners, LLC45,400
0.1% of portfolio›$1.6M
Mission Wealth Management, LP44,165
0.0% of portfolio›$1.6M
Keeler Thomas Management LLC44,097
0.6% of portfolio›$1.6M
Brighton Jones LLC44,067
0.0% of portfolio›$1.6M
Decker Retirement Planning Inc.41,667
0.5% of portfolio›$1.5M
AMG National Trust Bank41,399
0.0% of portfolio›$1.5M
Cullen T Bankers, Inc.39,344
0.0% of portfolio›$1.4M
Vicus Capital39,314
0.1% of portfolio›$1.4M
Pinion Investment Advisors, LLC39,275
0.2% of portfolio›$1.4M
Collaborative Fund Advisors, LLC38,782
0.7% of portfolio›$1.4M
Genesis Private Wealth, LLC38,774
0.4% of portfolio›$1.4M
Kestra Investment Management, LLC37,792
0.0% of portfolio›$1.3M
Chicago Partners Investment Group LLC37,394
0.0% of portfolio›$1.3M
Braun-Bostich & Associates Inc.36,677
0.7% of portfolio›$1.3M
XY Planning Network, Inc.36,468
0.1% of portfolio›$1.3M
Primoris Wealth Advisors, LLC36,200
0.6% of portfolio›$1.3M
Bison Wealth, LLC36,008
0.1% of portfolio›$1.3M
Robertson Stephens Wealth Management, LLC35,879
0.0% of portfolio›$1.3M
Wavvest Wealth LLC35,129
1.0% of portfolio›$1.3M
Y.D. More Investments Ltd34,533
0.0% of portfolio›$1.2M
Consolidated Capital Management, LLC32,881
0.3% of portfolio›$1.2M
Aspiriant, LLC32,792
0.0% of portfolio›$1.2M
Provenance Wealth Advisors, LLC32,684
0.1% of portfolio›$1.2M
Portside Wealth Group, LLC31,944
0.1% of portfolio›$1.1M
Leo Wealth, LLC31,796
0.2% of portfolio›$1.1M
Trek Financial, LLC31,603
0.1% of portfolio›$1.1M
Allstreet Capital Advisors LLC29,231
0.7% of portfolio›$1.0M
EverSource Wealth Advisors, LLC28,255
0.0% of portfolio›$1.0M
Caliber Wealth Management, LLC / KS28,153
0.1% of portfolio›$1.0M
Wetzel Investment Advisors, Inc.27,392
0.3% of portfolio›$978.4K
Independent Financial Group, LLC26,711
0.0% of portfolio›$954.1K
Brookstone Capital Management26,376
0.0% of portfolio›$942.2K
IFP Advisors, Inc25,504
0.0% of portfolio›$911.0K
Defined Wealth Management, LLC24,421
0.4% of portfolio›$872.3K
Ashton Thomas Private Wealth, LLC24,310
0.0% of portfolio›$868.4K
Prospera Financial Services Inc24,043
0.0% of portfolio›$859.9K
AGF Management LTD23,500
0.0% of portfolio›$839.4K
Naples Global Advisors, LLC23,147
0.1% of portfolio›$826.8K
Provident Wealth Management, LLC22,867
0.3% of portfolio›$816.8K
Mullooly Asset Management, Inc.22,204
0.2% of portfolio›$793.1K
Invested Advisors22,137
0.7% of portfolio›$790.7K
McKinley Carter Wealth Services, Inc.21,858
0.0% of portfolio›$780.8K
Elwood & Goetz Wealth Advisory Group, LLC21,766
0.1% of portfolio›$777.5K
Avidian Wealth Enterprises, LLC21,477
0.0% of portfolio›$767.1K
Apollon Wealth Management, LLC21,467
0.0% of portfolio›$766.8K
Wakefield Asset Management Lllp19,962
0.2% of portfolio›$713.1K
UMB Private Wealth Management, LLC19,891
0.7% of portfolio›$710.5K
Apella Capital, LLC19,507
0.0% of portfolio›$695.6K
RVW Wealth, LLC18,951
0.0% of portfolio›$676.9K
BridgePort Financial Solutions, LLC18,929
0.2% of portfolio›$676.1K
Farther Finance Advisors, LLC18,862
0.0% of portfolio›$673.8K
Independent Wealth Network Inc.18,746
0.2% of portfolio›$669.6K
First Premier Bank18,452
0.0% of portfolio›$659
Israel Discount Bank of New York17,564
1.1% of portfolio›$627.4K
Hennion & Walsh Asset Management, Inc.17,229
0.0% of portfolio›$615.4K
Sound Income Strategies, LLC17,129
0.0% of portfolio›$610.8K
Modera Wealth Management, LLC17,074
0.0% of portfolio›$609.9K
Security Financial Services, Inc.16,706
0.1% of portfolio›$596.7K
Axxcess Wealth Management, LLC16,278
0.0% of portfolio›$581.4K
Euro Pacific Asset Management, LLC16,210
0.1% of portfolio›$579.0K
Eagle Global Advisors LLC16,090
0.0% of portfolio›$574.7K
John W. Brooker & Co., CPAs15,961
0.6% of portfolio›$570.1K
Colton Groome Financial Advisors, LLC15,677
0.1% of portfolio›$560.0K
Pines Wealth Management, LLC15,468
0.2% of portfolio›$552.5K
Liberty Capital Management, Inc.15,435
0.1% of portfolio›$551.3K
Covestor Ltd15,066
0.0% of portfolio›$538
Occidental Asset Management, LLC14,849
0.0% of portfolio›$530.4K
PUREfi Wealth, LLC14,460
0.2% of portfolio›$516.5K
Brooklyn FI, LLC14,399
0.1% of portfolio›$515.2K
Arwa LLC14,252
0.2% of portfolio›$508.2K
Compound Planning, Inc.14,113
0.0% of portfolio›$504.1K
River's Edge Wealth Management, LLC13,999
0.4% of portfolio›$497.2K
Wedbush Securities Inc13,946
0.0% of portfolio›$498
David Kennon Inc13,914
0.2% of portfolio›$497.0K
Stash Investments, LLC13,791
0.1% of portfolio›$492.6K
Verus Capital Partners, LLC13,378
0.0% of portfolio›$477.8K
KFG LLC13,331
0.3% of portfolio›$476.2K
Cap Partners, LLC13,313
0.2% of portfolio›$475.5K
Symmetry Partners, LLC13,276
0.0% of portfolio›$474.2K
Sage Advisory Services, Ltd.Co.13,096
0.3% of portfolio›$468.0K
RFG Advisory, LLC12,815
0.0% of portfolio›$457.7K
First Bank & Trust12,524
0.1% of portfolio›$447.4K
Nations Financial Group Inc,12,401
0.0% of portfolio›$443.0K
Quartz Partners, LLC12,358
0.1% of portfolio›$441.4K
Beacon Financial Group11,865
0.0% of portfolio›$423.8K
B. Riley Wealth Advisors, Inc.11,822
0.0% of portfolio›$422.3K
Narus Financial Partners, LLC11,712
0.1% of portfolio›$418.4K
Carter Financial Group, Inc.11,358
0.2% of portfolio›$405.7K
Turtle Creek Wealth Advisors, LLC11,331
0.0% of portfolio›$404.7K
Integrity Advisory Solutions, LLC11,168
0.0% of portfolio›$398.9K
Kohmann Bosshard Financial Services, LLC10,550
0.0% of portfolio›$376.8K
Atria Investments, Inc10,509
0.0% of portfolio›$375.4K
Norden Group LLC10,261
0.0% of portfolio›$366.5K
Great Waters Wealth Management10,173
0.0% of portfolio›$363.4K
D.A. Davidson & Co.10,128
0.0% of portfolio›$361.8K
Grantvest Financial Group LLC10,059
0.2% of portfolio›$359.3K
Breakwater Capital Group9,913
0.0% of portfolio›$354.1K
International Assets Investment Management, LLC9,809
0.0% of portfolio›$348.2K
Grimes & Co Wealth Management, LLC9,707
0.0% of portfolio›$346.7K
USAdvisors Wealth Management, LLC9,706
0.0% of portfolio›$346
Richardson Financial Services Inc.9,594
0.2% of portfolio›$342.7K
Oppenheimer & Co Inc9,523
0.0% of portfolio›$340.2K
Cannon Financial Strategists, Inc.9,435
0.0% of portfolio›$337.0K
Mattern Wealth Management LLC9,141
0.1% of portfolio›$326.5K
Koshinski Asset Management, Inc.8,978
0.0% of portfolio›$320.7K
Financial Management Professionals, Inc.8,952
0.0% of portfolio›$319.8K
Kwmg, LLC8,537
0.0% of portfolio›$304.9K
Christensen, King & Associates Investment Services, Inc.8,195
0.1% of portfolio›$292.7K
Anchyra Partners LLC8,132
0.1% of portfolio›$290.5K
Boyd Wealth Management, LLC7,977
0.1% of portfolio›$284.9K
Daiwa Securities Group Inc.7,970
0.0% of portfolio›$284.7K
First Horizon Corp7,913
0.0% of portfolio›$282.7K
Trust Point Inc.7,843
0.0% of portfolio›$280.2K
TD Private Client Wealth LLC7,682
0.0% of portfolio›$274.4K
Garde Capital, Inc.7,607
0.0% of portfolio›$271.7K
Clifford Swan Investment Counsel LLC7,594
0.0% of portfolio›$271.3K
Iron Financial LLC7,453
0.1% of portfolio›$266.2K
Mesirow Financial Investment Management, Inc.7,334
0.0% of portfolio›$262.0K
Epiq Partners, LLC7,307
0.1% of portfolio›$261.0K
Diversified Portfolios, Inc.7,201
0.0% of portfolio›$257.2K
Clear Creek Financial Management, LLC7,199
0.0% of portfolio›$257.1K
TCI Wealth Advisors, Inc.7,153
0.0% of portfolio›$255.5K
Genesee Capital Advisors, LLC7,068
0.1% of portfolio›$252.5K
Private Trust Co NA6,874
0.0% of portfolio›$245.5K
Rareview Capital LLC6,821
0.1% of portfolio›$243.7K
Davidson Trust Co6,681
0.1% of portfolio›$238.7K
IVC Wealth Advisors LLC6,656
0.1% of portfolio›$237.8K
Perigon Wealth Management, LLC6,597
0.0% of portfolio›$235.6K
YHB Investment Advisors, Inc.6,555
0.0% of portfolio›$234.1K
ASL Financial, LLC6,510
0.2% of portfolio›$232.5K
Aire Advisors, LLC6,383
0.0% of portfolio›$228.0K
Farmers & Merchants Trust Co of Chambersburg PA6,273
0.0% of portfolio›$224
FF Advisors,LLC6,218
0.1% of portfolio›$222.1K
Integris Wealth Management, LLC6,172
0.0% of portfolio›$220.5K
Acorn Wealth Advisors, LLC6,155
0.1% of portfolio›$219.9K
Syntegra Private Wealth Group, LLC6,155
0.0% of portfolio›$219.9K
Patten Group, Inc.6,084
0.0% of portfolio›$217.3K
PFG Advisors6,057
0.0% of portfolio›$216.4K
PKS Advisory Services, LLC5,604
0.0% of portfolio›$207.5K
Bank Julius Baer & Co. Ltd, Zurich5,462
0.0% of portfolio›$195.2K
Rossby Financial, LCC4,462
0.0% of portfolio›$159.4K
Lanark Financial, Inc.3,526
0.0% of portfolio›$125.9K
Ashton Thomas Securities, LLC3,439
0.0% of portfolio›$122.8K
Financial Network Wealth Advisors LLC2,539
0.1% of portfolio›$90.7K
Key FInancial Inc2,397
0.0% of portfolio›$85.6K
GK Wealth Management LLC2,349
0.0% of portfolio›$83.9K
Blue Trust, Inc.2,296
0.0% of portfolio›$82.0K
Olistico Wealth, LLC2,251
0.0% of portfolio›$80.4K
Concord Wealth Partners1,987
0.0% of portfolio›$71.0K
Investors Research Corp1,925
0.0% of portfolio›$68.8K
Creative Financial Designs Inc1,788
0.0% of portfolio›$63.9K
Elevation Wealth Partners, LLC1,662
0.0% of portfolio›$59.4K
Latitude Advisors, LLC1,659
0.0% of portfolio›$59.3K
Polaris Financial Partners1,561
0.0% of portfolio›$56
Nfsg Corp1,500
0.0% of portfolio›$53.6K
Foster Dykema Cabot & Partners, LLC1,422
0.0% of portfolio›$50.8K
Armstrong Advisory Group, Inc1,355
0.0% of portfolio›$48.4K
Ascentis Wealth Management, LLC1,230
0.0% of portfolio›$43.9K
Pinnacle Bancorp, Inc.1,104
0.0% of portfolio›$39.4K
Dorato Capital Management1,097
0.0% of portfolio›$39.1K
Trust Co of Toledo NA1,080
0.0% of portfolio›$38.6K
CFG Wealth Management Services, Inc.1,061
0.0% of portfolio›$37.7K
Arlington Trust Co LLC1,000
0.0% of portfolio›$35.7K
Parkside Financial Bank & Trust938
0.0% of portfolio›$33.5K
Caldwell Trust Co910
0.0% of portfolio›$32.5K
Cape Investment Advisory, Inc.875
0.0% of portfolio›$31.3K
Guardian Partners Inc.820
0.0% of portfolio›$29.3K
Farmers & Merchants Investments Inc800
0.0% of portfolio›$28.6K
Meriwether Wealth & Planning, LLC751
0.0% of portfolio›$26.8K
State of Wyoming750
0.0% of portfolio›$26.8K
Glass Jacobson Investment Advisors llc714
0.0% of portfolio›$25.5K
Evolution Wealth Management Inc.712
0.0% of portfolio›$25.4K
Fairscale Capital, LLC683
0.0% of portfolio›$24.4K
Paladin Partners, LLC658
0.0% of portfolio›$23.5K
Larson Financial Group LLC651
0.0% of portfolio›$23.3K
Clean Yield Group603
0.0% of portfolio›$21.5K
Triumph Capital Management578
0.0% of portfolio›$20.6K
Deane Retirement Strategies, Inc.560
0.0% of portfolio›$20.0K
Wilmington Savings Fund Society, FSB495
0.0% of portfolio›$17.7K
Mosley Wealth Management485
0.0% of portfolio›$17.3K
Bank & Trust Co464
0.0% of portfolio›$16.6K
Raleigh Capital Management Inc.441
0.0% of portfolio›$15.7K
Piscataqua Savings Bank420
0.0% of portfolio›$15.0K
Next Level Wealth Planning, LLC392
0.0% of portfolio›$14.0K
Birch Financial Group, LLC343
0.0% of portfolio›$12.3K
Gamma Investing LLC328
0.0% of portfolio›$11.7K
First Financial Corp315
0.0% of portfolio›$11.3K
Activest Wealth Management289
0.0% of portfolio›$10.3K
Wolff Wiese Magana LLC272
0.0% of portfolio›$9.7K
Parallel Advisors, LLC269
0.0% of portfolio›$9.6K
Buck Wealth Strategies, LLC261
0.0% of portfolio›$9.3K
Gables Capital Management Inc.255
0.0% of portfolio›$9.1K
Nemes Rush Group LLC253
0.0% of portfolio›$9.0K
Balance Wealth Partners LLC231
0.0% of portfolio›$8.3K
Tompkins Financial Corp223
0.0% of portfolio›$8.0K
Trust Co of Vermont220
0.0% of portfolio›$7.9K
Duncker Streett & Co Inc213
0.0% of portfolio›$7.6K
Golden State Wealth Management, LLC210
0.0% of portfolio›$7.5K
Thompson Investment Management, Inc.209
0.0% of portfolio›$7.5K
RHL Group, LLC201
0.0% of portfolio›$7.2K
Reyes Financial Architecture, Inc.197
0.0% of portfolio›$7.0K
Signature Equity Partners, LLC191
0.0% of portfolio›$6.8K
Gen-Wealth Partners Inc181
0.0% of portfolio›$6.5K
Schuylkill Financial LLC162
0.0% of portfolio›$5.8K
Key Capital Management, Inc144
0.0% of portfolio›$5.1K
Cornerstone National Bank & Trust Co140
0.0% of portfolio›$5.0K
Archer Investment Corp137
0.0% of portfolio›$4.9K
American Capital Advisory, LLC127
0.0% of portfolio›$4.5K
Towne Trust Company, N.a120
0.0% of portfolio›$4.3K
Roxbury Financial LLC105
0.0% of portfolio›$3.7K
Canton Hathaway, LLC98
0.0% of portfolio›$3.5K
Nova Financial LLC91
0.0% of portfolio›$3.3K
TD Waterhouse Canada Inc.91
0.0% of portfolio›$3.2K
Bear Mountain Capital, Inc.82
0.0% of portfolio›$2.9K
Yankcom Partnership75
0.0% of portfolio›$2.7K
AlphaCore Capital LLC73
0.0% of portfolio›$2.6K
Montgomery Financial Services LLC72
0.0% of portfolio›$2.6K
Compass Financial Management LLC72
0.0% of portfolio›$2.6K
Toth Financial Advisory Corp69
0.0% of portfolio›$2.5K
Team Financial Group, LLC65
0.0% of portfolio›$2.3K
Avion Wealth65
0.0% of portfolio›$2
MJT & Associates Financial Advisory Group, Inc.62
0.0% of portfolio›$2.2K
JFS Wealth Advisors, LLC54
0.0% of portfolio›$1.9K
MassMutual Private Wealth & Trust, FSB53
0.0% of portfolio›$1.9K
Downshift Financial, LLC50
0.0% of portfolio›$1.8K
Lloyd Advisory Services, Llc.50
0.0% of portfolio›$1.8K
Kingdom Financial Group Llc.38
0.0% of portfolio›$1.3K
Morton Brown Family Wealth, LLC30
0.0% of portfolio›$1.1K
Planning Strategies Inc.24
0.0% of portfolio›$857
Quest 10 Wealth Builders, Inc.19
0.0% of portfolio›$679
Brown, Lisle Ings, Inc.13
0.0% of portfolio›$464
Chapman Financial Group, LLC12
0.0% of portfolio›$429
Oakworth Capital, Inc.7
0.0% of portfolio›$250
Valley National Advisers Inc6
0.0% of portfolio›$215
Networth Advisors, LLC3
0.0% of portfolio›$107
Quaker Wealth Management, LLC2
0.0% of portfolio›$72
Asset Dedication, LLC2
0.0% of portfolio›$72
Salomon & Ludwin, LLC1
0.0% of portfolio›$36
Horizon Financial Services, LLC0
0.0% of portfolio›$0
Bradley & Co. Private Wealth Management, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Japan Science & Technology Agency
14,319,906$511.5M9.3%ETFVery LowTokyo, Mexico2026-10-16
Ocean Park Asset Management, LLC
7,868,400$281.1M17.0%ETFLowSanta Monica, CA2026-10-21
Thrivent Financial for Lutherans
5,982,432$213.7M0.7%GARPMediumMinneapolis, MN2026-11-05
iA Global Asset Management Inc.
4,822,810$172.3K0.0%GrowthMediumQuebec, Austria2026-10-29
Truist Financial Corp
4,598,067$164.2M0.2%CoreLowCharlotte, NC2026-10-30
SigFig Wealth Management, LLC
3,510,960$125.4M3.1%ETFLowSan Francisco, CA2026-10-07
Allspring Global Investments Holdings, LLC
2,894,282$103.0M0.2%CoreMediumCharlotte, NC2026-11-04
Principal Financial Group Inc
2,202,196$78.7M0.0%CoreLowDes Moines, IA2026-11-02
Rebalance, LLC
1,971,661$70.4M3.6%ETFVery LowPalo Alto, CA2026-10-22
Bank of New York Mellon Corp
1,867,259$66.7M0.0%CoreLowNew York, NY2026-11-05
Assetmark, Inc
1,735,444$62.0M0.1%ETFLowConcord, CA2026-10-21
Bricktown Capital, LLC
1,643,579$58.7M10.7%ETFVery LowDetroit, MI2026-10-13
Gerber Kawasaki Wealth & Investment Management
1,473,716$52.6M1.3%ETFLowSanta Monica, CA2026-10-29
US Bancorp \de\
1,420,511$50.7M0.1%IndexLowMinneapolis, MN2026-11-05
Factory Mutual Insurance Co
1,355,000$48.4M0.4%GrowthLowWaltham, MA2026-10-30
New York Life Investment Management LLC
1,160,219$41.4M0.3%GrowthLowNew York, NY2026-11-04
Ninety One UK Ltd
1,129,762$40.4M0.1%CoreMediumLondon, United Kingdom2026-10-15
Prime Capital Investment Advisors, LLC
1,124,585$40.2M0.4%ETFLowOverland Park, KS2026-10-20
Roberts Financial Services LLC
1,033,256$36.9M10.9%ETFLowMarquette, MI2026-10-23
State of New Jersey Common Pension Fund D
800,000$28.6M0.1%CoreLowTrenton, NJ2026-11-05
Stockman Wealth Management, Inc.
774,029$27.6M2.9%CoreLowBillings, MT2026-10-27
Capital Asset Advisory Services LLC
692,300$24.6M0.8%ETFLowWilliamston, MI2026-10-30
Exchange Traded Concepts, LLC
674,601$24.1M0.1%GrowthMediumOklahoma City, OK2026-10-28
Insight Wealth Strategies, LLC
626,335$22.4M2.2%ETFHighSan Ramon, CA2026-10-09
Wedmont Private Capital
600,801$21.4M0.5%IndexVery LowWest Chester, PA2026-10-09
Cambridge Investment Research Advisors, Inc.
594,347$21.2K0.0%ETFLowFairfield, IA2026-11-02
Allegiance Financial Group Advisory Services LLC
584,556$20.9M3.4%ETFLowVienna, VA2026-11-02
Alaska Permanent Fund Corp
576,619$20.6M1.6%ETFVery LowJuneau, AK2026-10-21
Phillips Financial Management, LLC
477,901$17.1M1.3%ETFVery LowFort Wayne, IN2026-10-19
Greystone Financial Group, LLC
435,560$15.6M4.3%GrowthMediumBloomfield Hills, MI2026-10-26
Commonwealth Equity Services, LLC
435,067$15.5M0.0%ETFLowWaltham, MA2026-11-02
Destiny Wealth Partners, LLC
415,965$14.8M1.5%ETFMediumTavares, FL2026-11-05
Rakuten Investment Management, Inc.
401,707$14.4M0.0%ETFMediumTokyo, Mexico2026-10-30
Viewpoint Investment Partners Corp
399,400$14.3M4.5%ValueMediumCalgary, Abu Dhabi2026-10-26
Fort Washington Investment Advisors Inc
382,142$13.7M0.1%CoreLowCincinnati, OH2026-10-15
Fifth Third Securities, Inc.
376,434$13.4M0.7%ETFLowCincinnati, OH2026-10-21
Avior Wealth Management, LLC
352,026$12.6M0.3%ETFMediumOmaha, NE2026-10-13
Grove Bank & Trust
335,076$12.0M1.2%ETFLowMiami, FL2026-10-08
Concurrent Investment Advisors, LLC
327,657$11.7M0.1%GrowthMediumTampa, FL2026-10-16
Vise Technologies, Inc.
318,053$11.4M0.1%IndexLowNew York, NY2026-10-29
FC Advisory LLC
316,737$11.3M3.0%ETFVery LowWest Chester, PA2026-10-05
Citigroup Inc
290,786$10.4M0.0%CoreMediumNew York, NY2026-11-04
Form Wealth Advisors, LLC
280,652$10.0M1.1%ETFMediumLake Geneva, WI2026-10-13
Amicus Financial Advisors, LLC
246,300$8.8M2.2%ETFLowLubbock, TX2026-11-03
Financiere des Professionnels - Fonds d'investissement inc.
239,600$8.6M0.5%GrowthHighMontreal, Austria2026-11-03
Sigma Planning Corp
219,714$7.8M0.2%GrowthMediumAnn Arbor, MI2026-10-23
CoreCap Advisors, LLC
217,386$7.8M0.2%ETFMediumSouthfield, MI2026-10-08
Single Point Partners, LLC
214,052$7.6M1.4%ETFVery LowBoston, MA2026-10-19
Signature Estate & Investment Advisors LLC
209,706$7.5M0.1%ETFMediumLos Angeles, CA2026-10-13
IFG Advisors, LLC
197,943$7.1M1.0%ETFVery LowSt. Louis, MO2026-10-15
Alps Advisors Inc
197,603$7.1M0.0%YieldLowDenver, CO2026-11-03
Twele Capital Management, Inc.
197,247$7.0M1.2%ETFVery LowMinnetonka, MN2026-10-13
Diversify Wealth Management, LLC
195,715$7.0M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
195,715$7.0M0.1%GrowthLowSandy, UT2026-10-20
Integrated Advisors Network LLC
195,203$7.0M0.3%GrowthMediumDallas, TX2026-10-20
Ascent Group, LLC
194,985$7.0M0.2%CoreLowVirginia Beach, VA2026-10-30
Wealth Enhancement Advisory Services, LLC
176,365$6.3M0.0%CoreLowPlymouth, MN2026-10-13
Hohimer Wealth Management, LLC
174,753$6.2M0.6%CoreHighSeattle, WA2026-11-04
Cornerstone Management, Inc.
169,812$6.1M0.9%ETFVery LowDuluth, GA2026-10-16
Creative Planning
168,243$6.0M0.0%IndexVery LowOverland Park, KS2026-11-02
MGO One Seven LLC
164,836$5.9M0.1%GrowthLowBeachwood, OH2026-10-28
Florida Trust Wealth Management Co
159,198$5.7M0.1%CoreVery LowSanibel, FL2026-11-05
Founders Financial Securities LLC
148,446$5.3M0.3%ETFMediumTowson, MD2026-10-28
Choreo, LLC
137,963$4.9M0.1%IndexLowRockford, IL2026-10-28
Forte Asset Management LLC
137,157$4.9M2.0%ETFLowBedford, NY2026-10-13
Kestra Advisory Services, LLC
136,339$4.9M0.0%CoreLowAustin, TX2026-11-02
Charles Schwab Trust Co
125,082$4.5M0.3%ETFLowHenderson, NV2026-10-15
Tucker Asset Management LLC
122,103$4.4M1.1%ETFMediumLittleton, CO2026-10-29
Barings LLC
120,200$4.3M0.1%ETFLowCharlotte, NC2026-10-22
Financial & Tax Architects, LLC
117,070$4.2M0.9%CoreHighSt Louis, MO2026-10-15
Thryve Wealth Management LLC
113,191$4.0M2.3%ETFLowIrving, TX2026-10-09
Gibbs Wealth Management
112,114$4.0M0.4%CoreLowAlpharetta, GA2026-10-22
Paragon Advisors, LLC
107,631$3.8M0.7%ETFHighCollege Station, TX2026-11-03
Procyon Advisors, LLC
101,542$3.6M0.2%CoreVery LowShelton, CT2026-10-21
SWS Partners
100,941$3.6M0.8%GrowthMediumColumbus, OH2026-10-26
Capital Investment Advisory Services, LLC
98,646$3.5M0.2%CoreMediumRaleigh, NC2026-10-30
LeConte Wealth Management, LLC
98,389$3.5M1.9%GrowthMediumMaryville, TN2026-10-20
Ascentis Independent Advisors
98,072$3.5M0.2%ETFLowDallas, TX2026-11-03
Nisa Investment Advisors, LLC
97,038$3.5M0.0%IndexVery LowSt. Louis, MO2026-10-20
DeLarme Wealth Management, Inc.
95,297$3.4M1.9%ETFVery LowPalos Verdes Estates, CA2026-10-30
Park Avenue Securities LLC
92,551$3.3K0.0%ETFMediumNew York, NY2026-10-26
Asset Management One Co., Ltd.
81,643$2.9M0.0%IndexVery LowTokyo, Mexico2026-10-27
Kathmere Capital Management, LLC
81,226$2.9M0.1%ETFLowWayne, PA2026-10-20
Sovran Advisors, LLC
80,363$2.9M0.2%ETFMediumSan Diego, CA2026-11-02
Heritage Family Offices, LLP
75,581$2.7M0.9%GrowthHighScottsdale, AZ2026-11-02
Cynosure Group, LLC
74,729$2.7M0.4%ETFMediumSalt Lake City, UT2026-11-03
Leeward Financial Partners, LLC
72,660$2.6M0.7%GrowthMediumBellevue, WA2026-10-23
Windsor Capital Management, LLC
72,250$2.6M0.7%ETFVery LowPhoenix, AZ2026-10-13
Parr Mcknight Wealth Management Group, LLC
71,898$2.6M0.3%CoreMediumMinneapolis, MN2026-10-30
Sowell Financial Services LLC
71,713$2.6M0.1%CoreLowNorth Little Rock, AR2026-10-23
New Wave Wealth Advisors LLC
71,523$2.6M0.7%CoreMediumSpringdale, AR2026-10-19
Sagespring Wealth Partners, LLC
69,396$2.5M0.0%ETFLowFranklin, TN2026-10-22
Unison Advisors LLC
68,868$2.5M0.2%ETFVery LowProvidence, RI2026-10-29
Lido Advisors, LLC
65,424$2.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Maseco LLP
64,945$2.3M0.1%ETFVery LowLondon, United Kingdom2026-10-27
Joel Adams & Associates, Inc.
64,434$2.3M1.5%ETFLowAsheville, NC2026-11-02
IFS Advisors, LLC
63,135$2.3M0.7%ETFLowOverland Park, KS2026-10-14
Venture Visionary Partners LLC
61,972$2.2M0.1%CoreLowSylvania, OH2026-10-07
Retiremitten Financial LLC
61,808$2.2M0.9%ETFN/AMilford, MI2026-11-05
M Holdings Securities, Inc.
59,711$2.1M0.9%ETFHighPortland, OR2026-11-03
Titleist Asset Management, LLC
58,918$2.1M0.1%ETFLowSan Antonio, TX2026-10-08
CGN Advisors LLC
58,320$2.1M0.2%ETFLowManhattan, KS2026-10-21
Davenport & Co LLC
57,810$2.1M0.0%CoreMediumRichmond, VA2026-10-14
Mechanics Bank Trust Department
57,677$2.1M0.3%CoreLowWalnut Creek, CA2026-10-13
Vertex Investment Solutions Co., Ltd.
54,600$2.0M1.4%ETFN/AChiyoda-Ku, Mexico2026-10-19
Beese Fulmer Investment Management, Inc.
53,655$1.9M0.1%CoreLowCanton, OH2026-10-23
Neumann Capital Management, LLC
53,161$1.9M0.5%GrowthVery LowFoster City, CA2026-10-15
Riversedge Advisors, LLC
52,086$1.9M0.2%ETFMediumWilmington, DE2026-10-09
Verdence Capital Advisors LLC
51,996$1.9M0.1%CoreMediumHunt Valley, MD2026-10-26
Grey Fox Wealth Advisors, LLC
51,757$1.8M0.3%ETFLowRockland, DE2026-11-03
Bryn Mawr Trust Advisors, LLC
51,123$1.8M0.1%CoreLowPhiladelphia, PA2026-11-04
J.W. Cole Advisors, Inc.
50,373$1.8M0.0%IndexLowTampa, FL2026-11-05
Innovative Wealth Building LLC
49,932$1.8M1.0%ETFVery LowCalifornia, MD2026-10-14
Simon Quick Advisors, LLC
49,662$1.8M0.1%ETFLowMorristown, NJ2026-10-26
Kestra Private Wealth Services, LLC
49,120$1.8M0.0%GrowthLowAustin, TX2026-10-30
State of Wisconsin - Board of Commissioners of Public Lands
48,550$1.7M1.0%N/AVery LowMadison, WI2026-10-26
Guidance Capital, Inc
47,808$1.7M0.4%ETFMediumLousville, KY2026-11-03
Silver Grove Financial Group, Inc.
47,796$1.7M0.8%CoreMediumOrchard Park, NY2026-11-05
Patriot Investment Management Group, Inc.
47,194$1.7M0.1%ETFVery LowKnoxville, TN2026-10-15
Union Bancaire Privee, UBP SA
47,000$1.7M0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Encompass More Asset Management
46,652$1.7M0.2%ETFHighDanville, CA2026-10-16
High Net Worth Advisory Group LLC
46,518$1.7M0.3%ETFVery LowNaples, FL2026-10-26
Triad Wealth Partners, LLC
45,400$1.6M0.1%ETFMediumLawrence, KS2026-10-26
Mission Wealth Management, LP
44,165$1.6M0.0%ETFLowSanta Barbara, CA2026-10-15
Keeler Thomas Management LLC
44,097$1.6M0.6%CoreHighOrem, UT2026-10-29
Brighton Jones LLC
44,067$1.6M0.0%CoreVery LowSeattle, WA2026-11-03
Decker Retirement Planning Inc.
41,667$1.5M0.5%Agg GrowthVery HighLevi, UT2026-10-19
AMG National Trust Bank
41,399$1.5M0.0%ETFLowGreenwood Village, CO2026-11-05
Cullen T Bankers, Inc.
39,344$1.4M0.0%GrowthLowSan Antonio, TX2026-10-28
Vicus Capital
39,314$1.4M0.1%ETFMediumState College, PA2026-11-05
Pinion Investment Advisors, LLC
39,275$1.4M0.2%ETFLowWichita, KS2026-11-04
Collaborative Fund Advisors, LLC
38,782$1.4M0.7%GrowthVery HighReno, NV2026-11-02
Genesis Private Wealth, LLC
38,774$1.4M0.4%ETFLowAshburn, VA2026-11-02
Kestra Investment Management, LLC
37,792$1.3M0.0%ETFMediumAustin, TX2026-11-04
Chicago Partners Investment Group LLC
37,394$1.3M0.0%GARPLowChicago, IL2026-10-27
Braun-Bostich & Associates Inc.
36,677$1.3M0.7%ETFMediumCanonsburg, PA2026-10-20
XY Planning Network, Inc.
36,468$1.3M0.1%ETFLowBozeman, MT2026-10-14
Primoris Wealth Advisors, LLC
36,200$1.3M0.6%GrowthMediumNorth Palm Beach, FL2026-10-28
Bison Wealth, LLC
36,008$1.3M0.1%GrowthMediumAtlanta, GA2026-10-13
Robertson Stephens Wealth Management, LLC
35,879$1.3M0.0%ETFMediumSan Francisco, CA2026-10-16
Wavvest Wealth LLC
35,129$1.3M1.0%ETFN/AChicago, IL2026-10-21
Y.D. More Investments Ltd
34,533$1.2M0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Consolidated Capital Management, LLC
32,881$1.2M0.3%GrowthHighBurbank, CA2026-10-13
Aspiriant, LLC
32,792$1.2M0.0%ETFVery LowLos Angeles, CA2026-10-16
Provenance Wealth Advisors, LLC
32,684$1.2M0.1%ETFLowFort Lauderdale, FL2026-10-30
Portside Wealth Group, LLC
31,944$1.1M0.1%CoreMediumProvo, UT2026-10-20
Leo Wealth, LLC
31,796$1.1M0.2%CoreLowHurst, TX2026-10-26
Trek Financial, LLC
31,603$1.1M0.1%ETFHighScottsdale, AZ2026-10-29
Allstreet Capital Advisors LLC
29,231$1.0M0.7%ETFVery LowLos Angeles, CA2026-11-04
EverSource Wealth Advisors, LLC
28,255$1.0M0.0%CoreMediumBirmingham, AL2026-11-04
Caliber Wealth Management, LLC / KS
28,153$1.0M0.1%ETFLowOverland Park, KS2026-11-04
Wetzel Investment Advisors, Inc.
27,392$978.4K0.3%ETFLowIndianapolis, IN2026-10-13
Independent Financial Group, LLC
26,711$954.1K0.0%GrowthLowSan Diego, CA2026-10-13
Brookstone Capital Management
26,376$942.2K0.0%ETFMediumWheaton, IL2026-10-22
IFP Advisors, Inc
25,504$911.0K0.0%GrowthLowTampa, FL2026-10-16
Defined Wealth Management, LLC
24,421$872.3K0.4%ETFLowBeaverton, OR2026-10-19
Ashton Thomas Private Wealth, LLC
24,310$868.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Prospera Financial Services Inc
24,043$859.9K0.0%CoreMediumDallas, TX2026-11-04
AGF Management LTD
23,500$839.4K0.0%GrowthHighToronto, Australia2026-11-03
Naples Global Advisors, LLC
23,147$826.8K0.1%CoreVery LowNaples, FL2026-11-05
Provident Wealth Management, LLC
22,867$816.8K0.3%ETFVery LowBrentwood, TN2026-10-20
Mullooly Asset Management, Inc.
22,204$793.1K0.2%ETFVery LowWall Township, NJ2026-10-30
Invested Advisors
22,137$790.7K0.7%CoreMediumState College, PA2026-10-23
McKinley Carter Wealth Services, Inc.
21,858$780.8K0.0%ETFMediumWheeling, WV2026-10-16
Elwood & Goetz Wealth Advisory Group, LLC
21,766$777.5K0.1%ETFLowAthens, GA2026-10-28
Avidian Wealth Enterprises, LLC
21,477$767.1K0.0%ETFLowHouston, TX2026-10-08
Apollon Wealth Management, LLC
21,467$766.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Wakefield Asset Management Lllp
19,962$713.1K0.2%ValueMediumEnglewood, CO2026-11-05
UMB Private Wealth Management, LLC
19,891$710.5K0.7%GrowthN/AKansas City, MO2026-10-19
Apella Capital, LLC
19,507$695.6K0.0%ETFVery LowWest Hartford, CT2026-10-08
RVW Wealth, LLC
18,951$676.9K0.0%ETFVery LowLos Angeles, CA2026-10-06
BridgePort Financial Solutions, LLC
18,929$676.1K0.2%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
18,862$673.8K0.0%IndexLowSan Francisco, CA2026-10-08
Independent Wealth Network Inc.
18,746$669.6K0.2%ETFMediumUrbandale, IA2026-10-19
First Premier Bank
18,452$6590.0%CoreVery LowSioux Falls, SD2026-10-13
Israel Discount Bank of New York
17,564$627.4K1.1%ETFMediumNew York, NY2026-10-14
Hennion & Walsh Asset Management, Inc.
17,229$615.4K0.0%ValueMediumParsippany, NJ2026-10-13
Sound Income Strategies, LLC
17,129$610.8K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Modera Wealth Management, LLC
17,074$609.9K0.0%ETFVery LowWestwood, NJ2026-10-28
Security Financial Services, Inc.
16,706$596.7K0.1%ETFMediumFort Wayne, IN2026-10-29
Axxcess Wealth Management, LLC
16,278$581.4K0.0%CoreLowCarlsbad, CA2026-10-21
Euro Pacific Asset Management, LLC
16,210$579.0K0.1%GARPLowDorado, PR2026-11-03
Eagle Global Advisors LLC
16,090$574.7K0.0%CoreLowHouston, TX2026-11-02
John W. Brooker & Co., CPAs
15,961$570.1K0.6%ETFMediumOakland, CA2026-10-21
Colton Groome Financial Advisors, LLC
15,677$560.0K0.1%ETFLowAsheville, NC2026-10-06
Pines Wealth Management, LLC
15,468$552.5K0.2%GrowthLowSouthern Pines, NC2026-10-21
Liberty Capital Management, Inc.
15,435$551.3K0.1%CoreVery LowBirmingham, MI2026-11-02
Covestor Ltd
15,066$5380.0%ValueHighLondon, United Kingdom2026-10-30
Occidental Asset Management, LLC
14,849$530.4K0.0%GrowthLowBurlingame, CA2026-11-05
PUREfi Wealth, LLC
14,460$516.5K0.2%GrowthMediumBoston, MA2026-10-19
Brooklyn FI, LLC
14,399$515.2K0.1%ETFVery LowNew York, NY2026-11-05
Arwa LLC
14,252$508.2K0.2%ETFMediumFort Worth, TX2026-10-21
Compound Planning, Inc.
14,113$504.1K0.0%CoreLowNew York, NY2026-11-05
River's Edge Wealth Management, LLC
13,999$497.2K0.4%ETFVery LowBeaver, PA2026-10-19
Wedbush Securities Inc
13,946$4980.0%CoreLowPasadena, CA2026-10-22
David Kennon Inc
13,914$497.0K0.2%ETFLowSarasota, FL2026-10-13
Stash Investments, LLC
13,791$492.6K0.1%ETFVery LowNew York, NY2026-10-26
Verus Capital Partners, LLC
13,378$477.8K0.0%GrowthLowScottsdale, AZ2026-11-03
KFG LLC
13,331$476.2K0.3%ETFN/ARapid City, SD2026-11-02
Cap Partners, LLC
13,313$475.5K0.2%ETFLowFranklin, TN2026-10-19
Symmetry Partners, LLC
13,276$474.2K0.0%ETFLowGlastonbury, CT2026-10-27
Sage Advisory Services, Ltd.Co.
13,096$468.0K0.3%ETFMediumAustin, TX2026-10-29
RFG Advisory, LLC
12,815$457.7K0.0%ETFMediumBirmingham, AL2026-11-03
First Bank & Trust
12,524$447.4K0.1%CoreLowBrookings, SD2026-10-19
Nations Financial Group Inc,
12,401$443.0K0.0%CoreLowCedar Rapids, IA2026-11-05
Quartz Partners, LLC
12,358$441.4K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Beacon Financial Group
11,865$423.8K0.0%ETFMediumDallas, TX2026-10-19
B. Riley Wealth Advisors, Inc.
11,822$422.3K0.0%GrowthLowMemphis, TN2026-10-13
Narus Financial Partners, LLC
11,712$418.4K0.1%ValueLowSalt Lake City, UT2026-10-19
Carter Financial Group, Inc.
11,358$405.7K0.2%GrowthLowBarrington, IL2026-10-21
Turtle Creek Wealth Advisors, LLC
11,331$404.7K0.0%GrowthLowDallas, TX2026-10-15
Integrity Advisory Solutions, LLC
11,168$398.9K0.0%ETFMediumDallas, TX2026-10-29
Kohmann Bosshard Financial Services, LLC
10,550$376.8K0.0%ETFLowFairlawn, OH2026-11-04
Atria Investments, Inc
10,509$375.4K0.0%CoreMediumCharlotte, NC2026-10-15
Norden Group LLC
10,261$366.5K0.0%GrowthMediumProvo, UT2026-10-20
Great Waters Wealth Management
10,173$363.4K0.0%ETFVery LowShoreview, MN2026-10-07
D.A. Davidson & Co.
10,128$361.8K0.0%CoreLowGreat Falls, MT2026-10-28
Grantvest Financial Group LLC
10,059$359.3K0.2%ETFLowMatawan, NJ2026-10-21
Breakwater Capital Group
9,913$354.1K0.0%ETFLowParamus, NJ2026-10-09
International Assets Investment Management, LLC
9,809$348.2K0.0%CoreVery HighOrlando, FL2026-11-02
Grimes & Co Wealth Management, LLC
9,707$346.7K0.0%CoreLowWestborough, MA2026-10-29
USAdvisors Wealth Management, LLC
9,706$3460.0%ETFLowEden Prairie, MN2026-10-21
Richardson Financial Services Inc.
9,594$342.7K0.2%GrowthMediumMedway, MA2026-10-30
Oppenheimer & Co Inc
9,523$340.2K0.0%CoreLowNew York, NY2026-10-26
Cannon Financial Strategists, Inc.
9,435$337.0K0.0%ETFVery LowAthens, GA2026-10-19
Mattern Wealth Management LLC
9,141$326.5K0.1%ETFVery LowLawrence, KS2026-11-04
Koshinski Asset Management, Inc.
8,978$320.7K0.0%ETFLowDecatur, IL2026-10-29
Financial Management Professionals, Inc.
8,952$319.8K0.0%ETFMediumAustin, TX2026-10-23
Kwmg, LLC
8,537$304.9K0.0%ETFVery LowOverland Park, KS2026-10-07
Christensen, King & Associates Investment Services, Inc.
8,195$292.7K0.1%ETFVery LowRichland, WA2026-10-22
Anchyra Partners LLC
8,132$290.5K0.1%CoreLowAtlanta, GA2026-10-13
Boyd Wealth Management, LLC
7,977$284.9K0.1%ETFMediumSacramento, CA2026-10-20
Daiwa Securities Group Inc.
7,970$284.7K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
First Horizon Corp
7,913$282.7K0.0%CoreLowMemphis, TN2026-10-26
Trust Point Inc.
7,843$280.2K0.0%CoreMediumLa Crosse, WI2026-10-27
TD Private Client Wealth LLC
7,682$274.4K0.0%ETFLowNew York, NY2026-10-28
Garde Capital, Inc.
7,607$271.7K0.0%ETFLowSeattle, WA2026-10-29
Clifford Swan Investment Counsel LLC
7,594$271.3K0.0%CoreVery LowPasadena, CA2026-11-05
Iron Financial LLC
7,453$266.2K0.1%ETFLowNorthbrook, IL2026-10-23
Mesirow Financial Investment Management, Inc.
7,334$262.0K0.0%CoreLowChicago, IL2026-11-05
Epiq Partners, LLC
7,307$261.0K0.1%YieldLowMinneapolis, MN2026-10-07
Diversified Portfolios, Inc.
7,201$257.2K0.0%ETFLowBloomfield Hills, MI2026-11-04
Clear Creek Financial Management, LLC
7,199$257.1K0.0%ETFMediumSilverdale, WA2026-10-28
TCI Wealth Advisors, Inc.
7,153$255.5K0.0%ETFLowTucson, AZ2026-10-30
Genesee Capital Advisors, LLC
7,068$252.5K0.1%ETFMediumAuburn, NY2026-10-20
Private Trust Co NA
6,874$245.5K0.0%CoreLowCleveland, OH2026-10-20
Rareview Capital LLC
6,821$243.7K0.1%YieldMediumLas Vegas, NV2026-11-05
Davidson Trust Co
6,681$238.7K0.1%CoreLowSeattle, WA2026-10-09
IVC Wealth Advisors LLC
6,656$237.8K0.1%GrowthLowSilverdale, PA2026-10-23
Perigon Wealth Management, LLC
6,597$235.6K0.0%GrowthLowSan Francisco, CA2026-10-22
YHB Investment Advisors, Inc.
6,555$234.1K0.0%GrowthLowWest Hartford, CT2026-10-08
ASL Financial, LLC
6,510$232.5K0.2%ETFVery LowLos Gatos, CA2026-10-15
Aire Advisors, LLC
6,383$228.0K0.0%ETFVery LowBeverly Hills, CA2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
6,273$2240.0%GARPLowChambersburg, PA2026-10-14
FF Advisors,LLC
6,218$222.1K0.1%ETFLowManhattan Beach, CA2026-10-21
Integris Wealth Management, LLC
6,172$220.5K0.0%ETFVery LowMonterey, CA2026-10-14
Acorn Wealth Advisors, LLC
6,155$219.9K0.1%ETFLowGrand Blanc, MI2026-10-19
Syntegra Private Wealth Group, LLC
6,155$219.9K0.0%ETFLowChesterfield, MO2026-10-13
Patten Group, Inc.
6,084$217.3K0.0%CoreLowChattanooga, TN2026-10-26
PFG Advisors
6,057$216.4K0.0%ETFMediumPhoenix, AZ2026-10-16
PKS Advisory Services, LLC
5,604$207.5K0.0%ETFMediumAlbany, NY2026-10-26
Bank Julius Baer & Co. Ltd, Zurich
5,462$195.2K0.0%GrowthMediumZurich, Switzerland2026-10-29
Rossby Financial, LCC
4,462$159.4K0.0%ETFMediumMelbourne, FL2026-11-05
Lanark Financial, Inc.
3,526$125.9K0.0%CoreMediumBirmingham, AL2026-10-26
Ashton Thomas Securities, LLC
3,439$122.8K0.0%ETFMediumRochester, NY2026-10-26
Financial Network Wealth Advisors LLC
2,539$90.7K0.1%ETFLowMurray, UT2026-10-28
Key FInancial Inc
2,397$85.6K0.0%ETFLowWest Chester, PA2026-11-02
GK Wealth Management LLC
2,349$83.9K0.0%GARPVery HighReno, NV2026-10-09
Blue Trust, Inc.
2,296$82.0K0.0%ETFLowBrentwood, TN2026-10-15
Olistico Wealth, LLC
2,251$80.4K0.0%GrowthVery LowTulsa, OK2026-10-05
Concord Wealth Partners
1,987$71.0K0.0%GrowthLowAbingdon, VA2026-11-02
Investors Research Corp
1,925$68.8K0.0%ETFLowAtlanta, GA2026-10-07
Creative Financial Designs Inc
1,788$63.9K0.0%ETFMediumKokomo, IN2026-11-04
Elevation Wealth Partners, LLC
1,662$59.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Latitude Advisors, LLC
1,659$59.3K0.0%ETFLowYorkville, IL2026-10-27
Polaris Financial Partners
1,561$560.0%GrowthN/AWesterville, OH2026-10-02
Nfsg Corp
1,500$53.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Foster Dykema Cabot & Partners, LLC
1,422$50.8K0.0%GrowthLowWaltham, MA2026-10-30
Armstrong Advisory Group, Inc
1,355$48.4K0.0%ETFHighNeedham, MA2026-10-09
Ascentis Wealth Management, LLC
1,230$43.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Pinnacle Bancorp, Inc.
1,104$39.4K0.0%CoreVery LowBeatrice, NE2026-10-21
Dorato Capital Management
1,097$39.1K0.0%ValueVery LowDenver, CO2026-10-08
Trust Co of Toledo NA
1,080$38.6K0.0%GrowthVery LowHolland, OH2026-10-16
CFG Wealth Management Services, Inc.
1,061$37.7K0.0%ETFLowIndianapolis, XX2026-10-21
Arlington Trust Co LLC
1,000$35.7K0.0%ETFMediumBirmingham, AL2026-10-20
Parkside Financial Bank & Trust
938$33.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Caldwell Trust Co
910$32.5K0.0%GrowthLowVenice, FL2026-10-30
Cape Investment Advisory, Inc.
875$31.3K0.0%ETFLowMcdonough, GA2026-10-13
Guardian Partners Inc.
820$29.3K0.0%ValueMediumToronto, South Africa2026-10-21
Farmers & Merchants Investments Inc
800$28.6K0.0%CoreVery LowLincoln, NE2026-10-22
Meriwether Wealth & Planning, LLC
751$26.8K0.0%ETFMediumMinden, LA2026-10-13
State of Wyoming
750$26.8K0.0%ValueHighCheyenne, WY2026-10-28
Glass Jacobson Investment Advisors llc
714$25.5K0.0%ETFLowOwings Mills, MD2026-10-26
Evolution Wealth Management Inc.
712$25.4K0.0%ETFMediumFort Myers, FL2026-10-28
Fairscale Capital, LLC
683$24.4K0.0%GrowthVery LowNashua, NH2026-11-04
Paladin Partners, LLC
658$23.5K0.0%ETFVery LowHartland, WI2026-10-06
Larson Financial Group LLC
651$23.3K0.0%GrowthLowSt Louis, MO2026-11-05
Clean Yield Group
603$21.5K0.0%CoreLowNorwich, VT2026-10-28
Triumph Capital Management
578$20.6K0.0%ETFMediumDenver, CO2026-10-14
Deane Retirement Strategies, Inc.
560$20.0K0.0%CoreVery HighNew Orleans, LA2026-10-09
Wilmington Savings Fund Society, FSB
495$17.7K0.0%CoreLowWilmington, DE2026-10-23
Mosley Wealth Management
485$17.3K0.0%ETFHighAnaheim, CA2026-10-16
Bank & Trust Co
464$16.6K0.0%ValueVery LowLitchfield, IL2026-10-07
Raleigh Capital Management Inc.
441$15.7K0.0%CoreMediumCary, NC2026-10-28
Piscataqua Savings Bank
420$15.0K0.0%CoreVery LowPortsmouth, NH2026-10-21
Next Level Wealth Planning, LLC
392$14.0K0.0%ETFVery LowMeridian, ID2026-10-29
Birch Financial Group, LLC
343$12.3K0.0%CoreLowKeene, NH2026-10-27
Gamma Investing LLC
328$11.7K0.0%IndexVery LowFoster City, CA2026-10-08
First Financial Corp
315$11.3K0.0%CoreVery LowTerre Haute, IN2026-10-13
Activest Wealth Management
289$10.3K0.0%ETFLowAventura, FL2026-10-15
Wolff Wiese Magana LLC
272$9.7K0.0%GrowthLowCarslbad, CA2026-10-15
Parallel Advisors, LLC
269$9.6K0.0%IndexLowSan Francisco, CA2026-11-03
Buck Wealth Strategies, LLC
261$9.3K0.0%ValueMediumDenver, CO2026-10-28
Gables Capital Management Inc.
255$9.1K0.0%GrowthVery LowMiami, FL2026-11-04
Nemes Rush Group LLC
253$9.0K0.0%CoreVery LowNovi, MI2026-11-04
Balance Wealth Partners LLC
231$8.3K0.0%ETFMediumWorthington, OH2026-10-27
Tompkins Financial Corp
223$8.0K0.0%CoreLowIthaca, NY2026-10-05
Trust Co of Vermont
220$7.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Duncker Streett & Co Inc
213$7.6K0.0%GrowthLowSt. Louis, MO2026-10-27
Golden State Wealth Management, LLC
210$7.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Thompson Investment Management, Inc.
209$7.5K0.0%ValueMediumMadison, WI2026-10-14
RHL Group, LLC
201$7.2K0.0%ETFVery HighHolly, MI2026-11-04
Reyes Financial Architecture, Inc.
197$7.0K0.0%ETFVery HighSan Diego, CA2026-10-22
Signature Equity Partners, LLC
191$6.8K0.0%GrowthMediumColumbus, OH2026-10-29
Gen-Wealth Partners Inc
181$6.5K0.0%CoreLowZeeland, MI2026-11-04
Schuylkill Financial LLC
162$5.8K0.0%ETFN/AWyomissing, PA2026-10-21
Key Capital Management, Inc
144$5.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Cornerstone National Bank & Trust Co
140$5.0K0.0%ETFMediumPalatine, IL2026-10-20
Archer Investment Corp
137$4.9K0.0%CoreMediumCarmel, IN2026-11-05
American Capital Advisory, LLC
127$4.5K0.0%ETFLowKetchum, ID2026-10-28
Towne Trust Company, N.a
120$4.3K0.0%CoreLowNewport News, VA2026-10-28
Roxbury Financial LLC
105$3.7K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Canton Hathaway, LLC
98$3.5K0.0%ValueLowProvidence, RI2026-10-23
Nova Financial LLC
91$3.3K0.0%N/AN/ATucson, AZ2026-11-04
TD Waterhouse Canada Inc.
91$3.2K0.0%CoreLowToronto, Australia2026-10-16
Bear Mountain Capital, Inc.
82$2.9K0.0%ETFLowSeattle, WA2026-11-04
Yankcom Partnership
75$2.7K0.0%CoreVery LowYankton, SD2026-10-15
AlphaCore Capital LLC
73$2.6K0.0%ETFLowLa Jolla, CA2026-11-04
Montgomery Financial Services LLC
72$2.6K0.0%ETFN/AOcean City, MD2026-11-03
Compass Financial Management LLC
72$2.6K0.0%CoreN/ATampa, FL2026-10-30
Toth Financial Advisory Corp
69$2.5K0.0%CoreLowLeesburg, VA2026-10-08
Team Financial Group, LLC
65$2.3K0.0%ETFLowTemecula, CA2026-10-30
Avion Wealth
65$20.0%ETFLowThe Woodlands, TX2026-11-04
MJT & Associates Financial Advisory Group, Inc.
62$2.2K0.0%ETFLowMontevideo, MN2026-10-07
JFS Wealth Advisors, LLC
54$1.9K0.0%ETFVery LowHermitage, PA2026-11-03
MassMutual Private Wealth & Trust, FSB
53$1.9K0.0%CoreLowSpringfield, MA2026-10-05
Downshift Financial, LLC
50$1.8K0.0%ETFLowBoulder, CO2026-10-13
Lloyd Advisory Services, Llc.
50$1.8K0.0%ETFVery HighSuwanee, GA2026-11-02
Kingdom Financial Group Llc.
38$1.3K0.0%ETFMediumPeoria, AZ2026-11-04
Morton Brown Family Wealth, LLC
30$1.1K0.0%ETFVery LowAllentown, PA2026-10-23
Planning Strategies Inc.
24$8570.0%ETFN/ALancaster, PA2026-10-02
Quest 10 Wealth Builders, Inc.
19$6790.0%ETFLowFuquay-Varina, VA2026-11-02
Brown, Lisle Ings, Inc.
13$4640.0%CoreVery LowProvidence, RI2026-10-16
Chapman Financial Group, LLC
12$4290.0%CoreVery LowHonolulu, HI2026-10-26
Oakworth Capital, Inc.
7$2500.0%ETFLowBirmingham, AL2026-10-26
Valley National Advisers Inc
6$2150.0%ETFLowBethlehem, PA2026-10-23
Networth Advisors, LLC
3$1070.0%ETFMediumCanonsburg, PA2026-11-03
Quaker Wealth Management, LLC
2$720.0%ETFMediumMoorestown, NJ2026-10-22
Asset Dedication, LLC
2$720.0%ETFLowSan Francisco, CA2026-11-03
Salomon & Ludwin, LLC
1$360.0%ETFVery LowRichmond, VA2026-10-29
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04
Bradley & Co. Private Wealth Management, LLC
0$00.0%CoreVery LowMiami, FL2026-10-23