IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Jefferies Financial Group in (JEF)

CUSIP: 47233W109 | NYSE | Financial Services · Capital Markets | Mid Cap | 1631 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,906,726
0.0% of portfolio›$132.9M
Private Management Group Inc767,534
1.0% of portfolio›$35.1M
Mraz, Amerine & Associates, Inc.619,917
4.4% of portfolio›$28.3M
Assenagon Asset Management S.A.516,185
0.0% of portfolio›$23.6M
Hosking Partners LLP473,389
0.8% of portfolio›$21.6M
Retirement Systems of Alabama449,803
0.1% of portfolio›$20.6M
Gradient Investments LLC351,573
0.2% of portfolio›$16.1M
Principal Financial Group Inc351,383
0.0% of portfolio›$16.1M
Citigroup Inc283,752
0.0% of portfolio›$13.0M
Creative Planning190,658
0.0% of portfolio›$8.7M
Oppenheimer & Co Inc164,439
0.1% of portfolio›$7.5M
New York State Teachers Retirement System157,776
0.0% of portfolio›$7.2K
Merrion Investment Management Co, LLC147,895
3.4% of portfolio›$6.8M
Waterfront Wealth Inc.145,887
1.0% of portfolio›$6.6M
ACR Alpine Capital Research, LLC144,095
0.1% of portfolio›$6.6M
LEE Danner & Bass Inc139,811
0.4% of portfolio›$6.4M
Wealth Enhancement Advisory Services, LLC136,226
0.0% of portfolio›$4.9M
Poehling Capital Management, Inc.121,475
1.1% of portfolio›$5.6M
American Assets Investment Management, LLC100,000
0.3% of portfolio›$4.6M
Ervin Investment Management, LLC92,693
2.3% of portfolio›$4.2M
Y-Intercept (Hong Kong) Ltd83,016
0.1% of portfolio›$3.8M
Vest Financial, LLC74,402
0.0% of portfolio›$3.4M
Amalgamated Bank67,964
0.0% of portfolio›$3.1K
KBC Group NV66,611
0.0% of portfolio›$3.0K
Nisa Investment Advisors, LLC65,437
0.0% of portfolio›$3.0M
Mutual of America Capital Management LLC55,612
0.0% of portfolio›$2.5M
AlphaCore Capital LLC48,791
0.0% of portfolio›$2.2M
State of New Jersey Common Pension Fund D48,052
0.0% of portfolio›$2.2M
Louisiana State Employees Retirement System45,500
0.0% of portfolio›$2.1M
Wedge Capital Management L L P42,761
0.0% of portfolio›$2.0M
Yousif Capital Management, LLC41,762
0.0% of portfolio›$1.9M
Arizona State Retirement System40,949
0.0% of portfolio›$1.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS36,534
0.0% of portfolio›$1.7M
State of Michigan Retirement System35,916
0.0% of portfolio›$1.6M
HB Wealth Management, LLC32,020
0.0% of portfolio›$1.4M
Oregon Public Employees Retirement Fund31,691
0.0% of portfolio›$1.4M
Vise Technologies, Inc.27,882
0.0% of portfolio›$1.3M
Brighton Jones LLC26,827
0.0% of portfolio›$1.2M
Lecap Asset Management LTD26,388
0.6% of portfolio›$1.2M
Rose Capital Advisors LLC25,812
0.3% of portfolio›$1.2M
NorthCrest Asset Manangement, LLC25,462
0.0% of portfolio›$1.1M
Alessandra Capital Management, LLC25,435
0.8% of portfolio›$1.2M
Prescott Group Capital Management, L.L.C.25,000
0.1% of portfolio›$1.1M
Pictet Asset Management Holding SA24,037
0.0% of portfolio›$1.1M
Modera Wealth Management, LLC23,823
0.0% of portfolio›$1.1M
Vestor Capital, LLC22,471
0.3% of portfolio›$5.4K
Lanark Financial, Inc.22,390
0.1% of portfolio›$1.0M
Park Avenue Securities LLC22,353
0.0% of portfolio›$1.0K
CenterBook Partners LP22,003
0.0% of portfolio›$1.0M
MacKenzie Financial Corp21,045
0.0% of portfolio›$962.4K
Citadel Investment Advisory, Inc.19,050
0.4% of portfolio›$871.0K
Chicago Partners Investment Group LLC18,646
0.0% of portfolio›$835.1K
Xponance LLC18,346
0.0% of portfolio›$839.0K
Imc-Chicago, LLC16,480
0.0% of portfolio›$753.6K
Commonwealth Equity Services, LLC16,121
0.0% of portfolio›$737.2K
Lido Advisors, LLC14,912
0.0% of portfolio›$681.9K
State of Alaska, Department of Revenue14,499
0.0% of portfolio›$663
Gateway Investment Advisers LLC14,448
0.0% of portfolio›$660.7K
Inspire Investing, LLC14,404
0.0% of portfolio›$658.7K
Quadrant Capital Group LLC14,135
0.0% of portfolio›$634.1K
Krilogy Financial LLC13,430
0.0% of portfolio›$604.5K
Highland Capital Management, LLC12,914
0.0% of portfolio›$590.6K
Daiwa Securities Group Inc.12,848
0.0% of portfolio›$587.5K
Crossmark Global Holdings, Inc.11,218
0.0% of portfolio›$513.0K
Wavvest Wealth LLC11,091
0.4% of portfolio›$507.2K
Vontobel Holding Ltd.10,777
0.0% of portfolio›$492.8K
Kestra Advisory Services, LLC10,635
0.0% of portfolio›$486.3K
Citizens Financial Group Inc10,408
0.0% of portfolio›$476.0K
Virginia Retirement Systems ET Al10,200
0.0% of portfolio›$466.4K
Sylvest Advisors, LLC10,011
0.2% of portfolio›$457.8K
Parsons Capital Management Inc10,000
0.0% of portfolio›$457.3K
Lynx Capital Group LTD10,000
0.2% of portfolio›$457.3K
Daymark Wealth Partners, LLC9,920
0.0% of portfolio›$453.7K
Swiss Life Asset Management Ltd9,525
0.0% of portfolio›$435.6K
Fulcrum Asset Management LLP9,161
0.0% of portfolio›$426.2K
Equitable Trust Co9,000
0.0% of portfolio›$411.6K
Kwmg, LLC8,942
0.0% of portfolio›$408.9K
Farther Finance Advisors, LLC8,671
0.0% of portfolio›$396.5K
Yelin Lapidot Holdings Management Ltd.8,652
0.1% of portfolio›$395.7K
Miller Howard Investments Inc8,357
0.0% of portfolio›$382.2K
Arnhold LLC8,000
0.0% of portfolio›$365.8K
Boston Trust Walden Corp7,500
0.0% of portfolio›$343.0K
Cambridge Investment Research Advisors, Inc.7,271
0.0% of portfolio›$332
Bayforest Capital Ltd7,268
0.5% of portfolio›$332.4K
Carnegie Investment Counsel7,256
0.0% of portfolio›$331.8K
Pinnacle Associates LTD7,213
0.0% of portfolio›$329.9K
Allspring Global Investments Holdings, LLC7,204
0.0% of portfolio›$326.0K
Cooper Financial Group7,036
0.0% of portfolio›$321.8K
Paladin Wealth, LLC6,875
0.2% of portfolio›$314.4K
Parcion Private Wealth LLC6,869
0.0% of portfolio›$314.1K
Carmel Capital Partners, LLC6,439
0.1% of portfolio›$294.5K
Greenleaf Trust6,366
0.0% of portfolio›$291.1K
Bfsg, LLC6,325
0.0% of portfolio›$289.2K
CIBC Asset Management Inc6,322
0.0% of portfolio›$289.1K
Maple Capital Management, Inc.6,316
0.0% of portfolio›$288.8K
Truist Financial Corp6,297
0.0% of portfolio›$287.9K
MBL Wealth, LLC6,124
0.0% of portfolio›$280.1K
Beacon Investment Advisory Services, Inc.6,020
0.0% of portfolio›$275.3K
Searle & Co.6,000
0.1% of portfolio›$274.4K
Leonteq Securities AG5,993
0.0% of portfolio›$274.1K
Ethic Inc.5,857
0.0% of portfolio›$267.8K
ProShare Advisors LLC5,816
0.0% of portfolio›$266.0K
EverSource Wealth Advisors, LLC5,782
0.0% of portfolio›$264.4K
Whitener Capital Management, Inc.5,625
0.1% of portfolio›$257.2K
M.E. Allison & Co., Inc.5,400
0.1% of portfolio›$246.9K
Inscription Capital, LLC5,383
0.0% of portfolio›$246.2K
Carret Asset Management, LLC5,340
0.0% of portfolio›$244.2K
MKT Advisors LLC5,275
0.1% of portfolio›$234.2K
Creative Financial Designs Inc5,268
0.0% of portfolio›$240.9K
Soltis Investment Advisors LLC5,219
0.0% of portfolio›$238.7K
Facet Wealth, Inc.5,149
0.0% of portfolio›$235.5K
Riversedge Advisors, LLC5,058
0.0% of portfolio›$231.3K
Strs Ohio4,995
0.0% of portfolio›$228.4K
Americana Partners, LLC4,896
0.0% of portfolio›$223.9K
Fifth Third Wealth Advisors LLC4,815
0.0% of portfolio›$220.2K
MBM Wealth Consultants, LLC4,676
0.0% of portfolio›$213.8K
Simplex Trading, LLC4,657
0.0% of portfolio›$213.0K
Concurrent Investment Advisors, LLC4,625
0.0% of portfolio›$211.5K
North Dakota State Investment Board4,487
0.0% of portfolio›$205.2K
Curated Wealth Partners LLC4,487
0.0% of portfolio›$205.2K
Steinberganna Wealth Management4,475
0.1% of portfolio›$204.6K
HUB Investment Partners, LLC4,405
0.0% of portfolio›$201.4K
Sanders Morris Harris LLC4,200
0.0% of portfolio›$200.3K
Sterling Capital Management LLC3,930
0.0% of portfolio›$179.7K
Union Bancaire Privee, UBP SA3,735
0.0% of portfolio›$169.4K
Parallel Advisors, LLC3,545
0.0% of portfolio›$162.1K
IFP Advisors, Inc3,438
0.0% of portfolio›$157.2K
Essential Partners LLC3,325
0.1% of portfolio›$152.1K
Signaturefd, LLC3,172
0.0% of portfolio›$145.1K
Nfsg Corp2,902
0.0% of portfolio›$132.7K
Towne Trust Company, N.a2,592
0.0% of portfolio›$118.5K
Larson Financial Group LLC2,530
0.0% of portfolio›$115.7K
Blue Trust, Inc.2,378
0.0% of portfolio›$108.7K
Root Financial Partners, LLC2,109
0.0% of portfolio›$96.4K
True Wealth Design, LLC1,931
0.0% of portfolio›$88.3K
Gamma Investing LLC1,709
0.0% of portfolio›$78.2K
Oakworth Capital, Inc.1,431
0.0% of portfolio›$65.4K
Albion Financial Group1,260
0.0% of portfolio›$57.6K
Assetmark, Inc1,057
0.0% of portfolio›$48.3K
Versant Capital Management, Inc1,008
0.0% of portfolio›$46.1K
Washington Trust Advisors, Inc.932
0.0% of portfolio›$42.6K
Provenance Wealth Advisors, LLC916
0.0% of portfolio›$41.9K
Covestor Ltd869
0.0% of portfolio›$40
SJS Investment Consulting Inc.817
0.0% of portfolio›$37.4K
High Note Wealth, LLC770
0.0% of portfolio›$35.2K
Deseret Mutual Benefit Administrators683
0.0% of portfolio›$31.2K
Eastern Bank679
0.0% of portfolio›$31.1K
Trust Co of Vermont675
0.0% of portfolio›$30.9K
Elyxium Wealth, LLC602
0.0% of portfolio›$27.5K
Chilton Capital Management LLC550
0.0% of portfolio›$25.2K
Parkside Financial Bank & Trust470
0.0% of portfolio›$21.5K
CX Institutional457
0.0% of portfolio›$21
Moisand Fitzgerald Tamayo, LLC433
0.0% of portfolio›$19.8K
Westside Investment Management, Inc.421
0.0% of portfolio›$19.3K
Mitsubishi UFJ Asset Management Co., Ltd.395
0.0% of portfolio›$18.1K
DekaBank Deutsche Girozentrale347
0.0% of portfolio›$16
SBI Securities Co., Ltd.342
0.0% of portfolio›$15.6K
Elevation Wealth Partners, LLC307
0.0% of portfolio›$14.0K
First Horizon Corp288
0.0% of portfolio›$13.2K
Birch Financial Group, LLC276
0.0% of portfolio›$12.6K
Wilkerson Advisory Group LLC264
0.0% of portfolio›$12.1K
JFS Wealth Advisors, LLC259
0.0% of portfolio›$11.8K
Owl Creek Wealth Partners LLC252
0.0% of portfolio›$11.5K
American National Bank & Trust251
0.0% of portfolio›$11.5K
Essential Investment Partners LLC250
0.0% of portfolio›$11.4K
North Star Investment Management Corp.240
0.0% of portfolio›$11.0K
Jcic Asset Management Inc.240
0.0% of portfolio›$11.0K
Fortitude Family Office, LLC213
0.0% of portfolio›$9.7K
MassMutual Private Wealth & Trust, FSB210
0.0% of portfolio›$9.6K
New England Capital Financial Advisors LLC209
0.0% of portfolio›$9.6K
Tsfg, LLC205
0.0% of portfolio›$9
Nova Financial LLC200
0.0% of portfolio›$9.1K
Mascoma Wealth Management LLC180
0.0% of portfolio›$8.2K
Rossby Financial, LCC156
0.0% of portfolio›$7.1K
Farmers & Merchants Investments Inc146
0.0% of portfolio›$6.7K
Country Trust Bank132
0.0% of portfolio›$6.0K
Mather Group, Llc.120
0.0% of portfolio›$5.5K
Pension & Wealth Management Advisors, Inc.118
0.0% of portfolio›$5.4K
Compass Financial Management LLC100
0.0% of portfolio›$4.6K
Private Trust Co NA92
0.0% of portfolio›$4.2K
Summit Securities Group LLC91
0.0% of portfolio›$4.2K
Buck Wealth Strategies, LLC89
0.0% of portfolio›$4.1K
TD Private Client Wealth LLC88
0.0% of portfolio›$4.0K
Creative Capital Management Investments LLC71
0.0% of portfolio›$3.2K
Manchester Capital Management LLC70
0.0% of portfolio›$3.2K
Ascentis Wealth Management, LLC70
0.0% of portfolio›$3.2K
Marquette Asset Management, LLC68
0.0% of portfolio›$3.1K
Highline Wealth Partners LLC57
0.0% of portfolio›$2.6K
Capital Advisors, Ltd. LLC53
0.0% of portfolio›$2
Cromwell Holdings LLC51
0.0% of portfolio›$2.3K
Armstrong Advisory Group, Inc50
0.0% of portfolio›$2.3K
Silver Grove Financial Group, Inc.49
0.0% of portfolio›$2.2K
Bay Harbor Wealth Management, LLC46
0.0% of portfolio›$2.1K
Fairman Group, LLC45
0.0% of portfolio›$2.1K
DiNuzzo Private Wealth, Inc.39
0.0% of portfolio›$1.8K
Signature Equity Partners, LLC34
0.0% of portfolio›$1.6K
Planning Strategies Inc.33
0.0% of portfolio›$1.5K
Mosley Wealth Management32
0.0% of portfolio›$1.4K
Pinnacle Wealth Planning Services, Inc.31
0.0% of portfolio›$1.4K
DecisionPoint Financial, LLC22
0.0% of portfolio›$996
Torren Management, LLC19
0.0% of portfolio›$875
Bell Investment Advisors, Inc18
0.0% of portfolio›$824
Activest Wealth Management18
0.0% of portfolio›$823
GoalVest Advisory LLC17
0.0% of portfolio›$777
Physician Wealth Advisors, Inc.17
0.0% of portfolio›$778
Bare Financial Services, Inc15
0.0% of portfolio›$686
Financial Consulate, Inc13
0.0% of portfolio›$595
Financial Management Professionals, Inc.12
0.0% of portfolio›$549
Rachor Investment Advisory Services, LLC10
0.0% of portfolio›$458
GHP Investment Advisors, Inc.8
0.0% of portfolio›$366
Birchwood Financial Partners, Inc.8
0.0% of portfolio›$366
Maseco LLP7
0.0% of portfolio›$320
Proathlete Wealth Management LLC7
0.0% of portfolio›$320
Wealth Enhancement Trust Services, Inc.6
0.0% of portfolio›$274
Hughes Financial Services, LLC5
0.0% of portfolio›$246
CoreCap Advisors, LLC5
0.0% of portfolio›$229
Wolff Wiese Magana LLC5
0.0% of portfolio›$229
James T. Borello RIA3
0.0% of portfolio›$137
MV Capital Management, Inc.2
0.0% of portfolio›$92
Maryland Capital Advisors Inc.2
0.0% of portfolio›$92
American Capital Advisory, LLC2
0.0% of portfolio›$92
Davis Capital Management1
0.0% of portfolio›$46
Monetary Solutions, Ltd1
0.0% of portfolio›$46
Rakuten Securities, Inc.1
0.0% of portfolio›$46
Gilpin Wealth Management, LLC1
0.0% of portfolio›$46
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,906,726$132.9M0.0%IndexLowAustin, TX2026-11-04
Private Management Group Inc
767,534$35.1M1.0%YieldLowIrvine, CA2026-11-04
Mraz, Amerine & Associates, Inc.
619,917$28.3M4.4%Deep ValueLowModesto, CA2026-10-30
Assenagon Asset Management S.A.
516,185$23.6M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Hosking Partners LLP
473,389$21.6M0.8%GARPLowLondon, United Kingdom2026-10-21
Retirement Systems of Alabama
449,803$20.6M0.1%IndexLowMontgomery, AL2026-11-04
Gradient Investments LLC
351,573$16.1M0.2%CoreMediumArden Hills, MN2026-10-08
Principal Financial Group Inc
351,383$16.1M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
283,752$13.0M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
190,658$8.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Oppenheimer & Co Inc
164,439$7.5M0.1%CoreLowNew York, NY2026-10-26
New York State Teachers Retirement System
157,776$7.2K0.0%CoreVery LowAlbany, NY2026-10-22
Merrion Investment Management Co, LLC
147,895$6.8M3.4%MomentumLowCranford, NJ2026-10-16
Waterfront Wealth Inc.
145,887$6.6M1.0%ValueLowOverland Park, KS2026-11-03
ACR Alpine Capital Research, LLC
144,095$6.6M0.1%Deep ValueMediumSt. Louis, MO2026-11-02
LEE Danner & Bass Inc
139,811$6.4M0.4%ValueVery LowNashville, TN2026-10-27
Wealth Enhancement Advisory Services, LLC
136,226$4.9M0.0%CoreLowPlymouth, MN2026-10-13
Poehling Capital Management, Inc.
121,475$5.6M1.1%ValueLowMadison, WI2026-10-20
American Assets Investment Management, LLC
100,000$4.6M0.3%GARPVery LowSan Diego, CA2026-10-30
Ervin Investment Management, LLC
92,693$4.2M2.3%CoreVery LowSeattle, WA2026-10-23
Y-Intercept (Hong Kong) Ltd
83,016$3.8M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Vest Financial, LLC
74,402$3.4M0.0%ValueMediumMclean, VA2026-10-21
Amalgamated Bank
67,964$3.1K0.0%CoreVery LowNew York, NY2026-10-23
KBC Group NV
66,611$3.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Nisa Investment Advisors, LLC
65,437$3.0M0.0%IndexVery LowSt. Louis, MO2026-10-20
Mutual of America Capital Management LLC
55,612$2.5M0.0%IndexLowNew York, NY2026-10-23
AlphaCore Capital LLC
48,791$2.2M0.0%ETFLowLa Jolla, CA2026-11-04
State of New Jersey Common Pension Fund D
48,052$2.2M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
45,500$2.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Wedge Capital Management L L P
42,761$2.0M0.0%ValueMediumCharlotte, NC2026-10-13
Yousif Capital Management, LLC
41,762$1.9M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
40,949$1.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
36,534$1.7M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
35,916$1.6M0.0%IndexLowEast Lansing, MI2026-10-27
HB Wealth Management, LLC
32,020$1.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Oregon Public Employees Retirement Fund
31,691$1.4M0.0%IndexVery LowTigard, OR2026-10-30
Vise Technologies, Inc.
27,882$1.3M0.0%IndexLowNew York, NY2026-10-29
Brighton Jones LLC
26,827$1.2M0.0%CoreVery LowSeattle, WA2026-11-03
Lecap Asset Management LTD
26,388$1.2M0.6%ValueVery HighLondon, United Kingdom2026-10-27
Rose Capital Advisors LLC
25,812$1.2M0.3%ETFN/AMiami Beach, FL2026-11-04
NorthCrest Asset Manangement, LLC
25,462$1.1M0.0%GrowthLowPlymouth, MN2026-10-13
Alessandra Capital Management, LLC
25,435$1.2M0.8%CoreMediumTorrance, CA2026-10-30
Prescott Group Capital Management, L.L.C.
25,000$1.1M0.1%Deep ValueMediumTulsa, OK2026-10-30
Pictet Asset Management Holding SA
24,037$1.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Modera Wealth Management, LLC
23,823$1.1M0.0%ETFVery LowWestwood, NJ2026-10-28
Vestor Capital, LLC
22,471$5.4K0.3%ValueMediumChicago, IL2026-11-04
Lanark Financial, Inc.
22,390$1.0M0.1%CoreMediumBirmingham, AL2026-10-26
Park Avenue Securities LLC
22,353$1.0K0.0%ETFMediumNew York, NY2026-10-26
CenterBook Partners LP
22,003$1.0M0.0%ValueVery HighGreenwich, CT2026-11-02
MacKenzie Financial Corp
21,045$962.4K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Citadel Investment Advisory, Inc.
19,050$871.0K0.4%ValueVery LowChesterland, OH2026-10-15
Chicago Partners Investment Group LLC
18,646$835.1K0.0%GARPLowChicago, IL2026-10-27
Xponance LLC
18,346$839.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Imc-Chicago, LLC
16,480$753.6K0.0%GARPVery HighChicago, IL2026-11-05
Commonwealth Equity Services, LLC
16,121$737.2K0.0%ETFLowWaltham, MA2026-11-02
Lido Advisors, LLC
14,912$681.9K0.0%GrowthLowLos Angeles, CA2026-11-04
State of Alaska, Department of Revenue
14,499$6630.0%CoreVery LowJuneau, AK2026-10-15
Gateway Investment Advisers LLC
14,448$660.7K0.0%GrowthLowCincinnati, OH2026-10-13
Inspire Investing, LLC
14,404$658.7K0.0%GARPHighMeridian, ID2026-10-22
Quadrant Capital Group LLC
14,135$634.1K0.0%CoreLowCincinnati, OH2026-10-20
Krilogy Financial LLC
13,430$604.5K0.0%GrowthLowSt. Louis, MO2026-10-13
Highland Capital Management, LLC
12,914$590.6K0.0%GrowthMediumMemphis, TN2026-10-26
Daiwa Securities Group Inc.
12,848$587.5K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Crossmark Global Holdings, Inc.
11,218$513.0K0.0%GARPMediumHouston, TX2026-10-21
Wavvest Wealth LLC
11,091$507.2K0.4%ETFN/AChicago, IL2026-10-21
Vontobel Holding Ltd.
10,777$492.8K0.0%CoreMediumZurich, Switzerland2026-10-16
Kestra Advisory Services, LLC
10,635$486.3K0.0%CoreLowAustin, TX2026-11-02
Citizens Financial Group Inc
10,408$476.0K0.0%GrowthLowProvidence, RI2026-10-23
Virginia Retirement Systems ET Al
10,200$466.4K0.0%CoreMediumRichmond, VA2026-10-28
Sylvest Advisors, LLC
10,011$457.8K0.2%ETFMediumDallas, TX2026-10-26
Parsons Capital Management Inc
10,000$457.3K0.0%CoreLowProvidence, RI2026-10-28
Lynx Capital Group LTD
10,000$457.3K0.2%ValueLowBeachwood, OH2026-11-04
Daymark Wealth Partners, LLC
9,920$453.7K0.0%CoreLowCincinnati, OH2026-11-04
Swiss Life Asset Management Ltd
9,525$435.6K0.0%CoreLowZurich, Switzerland2026-11-03
Fulcrum Asset Management LLP
9,161$426.2K0.0%CoreMediumLondon, United Kingdom2026-11-04
Equitable Trust Co
9,000$411.6K0.0%CoreLowNashville, TN2026-10-13
Kwmg, LLC
8,942$408.9K0.0%ETFVery LowOverland Park, KS2026-10-07
Farther Finance Advisors, LLC
8,671$396.5K0.0%IndexLowSan Francisco, CA2026-10-08
Yelin Lapidot Holdings Management Ltd.
8,652$395.7K0.1%GARPLowTel Aviv, Luxembourg2026-10-26
Miller Howard Investments Inc
8,357$382.2K0.0%YieldMediumKingston, NY2026-10-26
Arnhold LLC
8,000$365.8K0.0%GARPLowNew York, NY2026-10-26
Boston Trust Walden Corp
7,500$343.0K0.0%CoreLowBoston, MA2026-10-30
Cambridge Investment Research Advisors, Inc.
7,271$3320.0%ETFLowFairfield, IA2026-11-02
Bayforest Capital Ltd
7,268$332.4K0.5%Deep ValueVery HighLondon, United Kingdom2026-11-03
Carnegie Investment Counsel
7,256$331.8K0.0%CoreLowPepper Pike, OH2026-10-20
Pinnacle Associates LTD
7,213$329.9K0.0%CoreLowNew York, NY2026-10-20
Allspring Global Investments Holdings, LLC
7,204$326.0K0.0%CoreMediumCharlotte, NC2026-11-04
Cooper Financial Group
7,036$321.8K0.0%GrowthMediumIrvine, CA2026-10-07
Paladin Wealth, LLC
6,875$314.4K0.2%CoreLowArden Hills, MN2026-10-23
Parcion Private Wealth LLC
6,869$314.1K0.0%CoreMediumBellevue, WA2026-10-28
Carmel Capital Partners, LLC
6,439$294.5K0.1%ValueMediumSan Diego, CA2026-11-03
Greenleaf Trust
6,366$291.1K0.0%CoreLowKalamazoo, MI2026-10-29
Bfsg, LLC
6,325$289.2K0.0%CoreLowIrvine, CA2026-10-30
CIBC Asset Management Inc
6,322$289.1K0.0%GARPLowToronto, South Africa2026-11-05
Maple Capital Management, Inc.
6,316$288.8K0.0%GrowthLowMontpelier, VT2026-11-02
Truist Financial Corp
6,297$287.9K0.0%CoreLowCharlotte, NC2026-10-30
MBL Wealth, LLC
6,124$280.1K0.0%ETFLowCharlotte, NC2026-10-22
Beacon Investment Advisory Services, Inc.
6,020$275.3K0.0%GrowthLowMorristown, NJ2026-10-13
Searle & Co.
6,000$274.4K0.1%CoreLowGreenwich, CT2026-11-04
Leonteq Securities AG
5,993$274.1K0.0%CoreHighZurich, Switzerland2026-10-29
Ethic Inc.
5,857$267.8K0.0%CoreLowNew York, NY2026-11-03
ProShare Advisors LLC
5,816$266.0K0.0%GrowthLowBethesda, MD2026-10-29
EverSource Wealth Advisors, LLC
5,782$264.4K0.0%CoreMediumBirmingham, AL2026-11-04
Whitener Capital Management, Inc.
5,625$257.2K0.1%CoreVery LowRocky Mount, NC2026-10-15
M.E. Allison & Co., Inc.
5,400$246.9K0.1%CoreLowSan Antonio, TX2026-10-09
Inscription Capital, LLC
5,383$246.2K0.0%GARPMediumHouston, TX2026-11-02
Carret Asset Management, LLC
5,340$244.2K0.0%CoreVery LowNew York, NY2026-11-04
MKT Advisors LLC
5,275$234.2K0.1%ETFLowCarlsbad, CA2026-10-20
Creative Financial Designs Inc
5,268$240.9K0.0%ETFMediumKokomo, IN2026-11-04
Soltis Investment Advisors LLC
5,219$238.7K0.0%CoreMediumSt. George, UT2026-10-28
Facet Wealth, Inc.
5,149$235.5K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Riversedge Advisors, LLC
5,058$231.3K0.0%ETFMediumWilmington, DE2026-10-09
Strs Ohio
4,995$228.4K0.0%CoreMediumColumbus, OH2026-10-30
Americana Partners, LLC
4,896$223.9K0.0%CoreMediumHouston, TX2026-10-28
Fifth Third Wealth Advisors LLC
4,815$220.2K0.0%IndexVery LowCincinnati, OH2026-10-22
MBM Wealth Consultants, LLC
4,676$213.8K0.0%ETFVery LowChesterfield, MO2026-10-20
Simplex Trading, LLC
4,657$213.0K0.0%CoreVery HighChicago, IL2026-11-04
Concurrent Investment Advisors, LLC
4,625$211.5K0.0%GrowthMediumTampa, FL2026-10-16
North Dakota State Investment Board
4,487$205.2K0.0%GrowthMediumBismarck, ND2026-10-27
Curated Wealth Partners LLC
4,487$205.2K0.0%GARPLowEl Segundo, CA2026-10-15
Steinberganna Wealth Management
4,475$204.6K0.1%ETFLowHuntington, NY2026-10-23
HUB Investment Partners, LLC
4,405$201.4K0.0%GrowthLowAustin, TX2026-11-03
Sanders Morris Harris LLC
4,200$200.3K0.0%GARPLowHouston, TX2026-10-14
Sterling Capital Management LLC
3,930$179.7K0.0%GARPMediumCharlotte, NC2026-10-22
Union Bancaire Privee, UBP SA
3,735$169.4K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Parallel Advisors, LLC
3,545$162.1K0.0%IndexLowSan Francisco, CA2026-11-03
IFP Advisors, Inc
3,438$157.2K0.0%GrowthLowTampa, FL2026-10-16
Essential Partners LLC
3,325$152.1K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Signaturefd, LLC
3,172$145.1K0.0%IndexLowAtlanta, GA2026-10-23
Nfsg Corp
2,902$132.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Towne Trust Company, N.a
2,592$118.5K0.0%CoreLowNewport News, VA2026-10-28
Larson Financial Group LLC
2,530$115.7K0.0%GrowthLowSt Louis, MO2026-11-05
Blue Trust, Inc.
2,378$108.7K0.0%ETFLowBrentwood, TN2026-10-15
Root Financial Partners, LLC
2,109$96.4K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
1,931$88.3K0.0%ETFMediumAkron, OH2026-10-13
Gamma Investing LLC
1,709$78.2K0.0%IndexVery LowFoster City, CA2026-10-08
Oakworth Capital, Inc.
1,431$65.4K0.0%ETFLowBirmingham, AL2026-10-26
Albion Financial Group
1,260$57.6K0.0%GrowthLowSalt Lake City, UT2026-10-21
Assetmark, Inc
1,057$48.3K0.0%ETFLowConcord, CA2026-10-21
Versant Capital Management, Inc
1,008$46.1K0.0%GARPLowPhoenix, AZ2026-10-02
Washington Trust Advisors, Inc.
932$42.6K0.0%GrowthLowWellesley, MA2026-10-22
Provenance Wealth Advisors, LLC
916$41.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Covestor Ltd
869$400.0%ValueHighLondon, United Kingdom2026-10-30
SJS Investment Consulting Inc.
817$37.4K0.0%ETFVery LowSylvania, OH2026-10-26
High Note Wealth, LLC
770$35.2K0.0%ETFVery LowDeephaven, MN2026-10-27
Deseret Mutual Benefit Administrators
683$31.2K0.0%CoreMediumSalt Lake City, UT2026-11-04
Eastern Bank
679$31.1K0.0%GrowthMediumBoston, MA2026-10-05
Trust Co of Vermont
675$30.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Elyxium Wealth, LLC
602$27.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Chilton Capital Management LLC
550$25.2K0.0%GrowthMediumHouston, TX2026-10-28
Parkside Financial Bank & Trust
470$21.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
CX Institutional
457$210.0%CoreMediumAuburn, IN2026-10-02
Moisand Fitzgerald Tamayo, LLC
433$19.8K0.0%ETFVery LowOrlando, FL2026-10-15
Westside Investment Management, Inc.
421$19.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
395$18.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
DekaBank Deutsche Girozentrale
347$160.0%CoreLowFrankfurt, Hong Kong2026-10-27
SBI Securities Co., Ltd.
342$15.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Elevation Wealth Partners, LLC
307$14.0K0.0%ETFLowWalnut Creek, CA2026-10-07
First Horizon Corp
288$13.2K0.0%CoreLowMemphis, TN2026-10-26
Birch Financial Group, LLC
276$12.6K0.0%CoreLowKeene, NH2026-10-27
Wilkerson Advisory Group LLC
264$12.1K0.0%ETFMediumColumbia, MO2026-10-20
JFS Wealth Advisors, LLC
259$11.8K0.0%ETFVery LowHermitage, PA2026-11-03
Owl Creek Wealth Partners LLC
252$11.5K0.0%IndexLowGreenwood Village, CO2026-10-20
American National Bank & Trust
251$11.5K0.0%CoreVery LowWichita Falls, TX2026-10-07
Essential Investment Partners LLC
250$11.4K0.0%GrowthLowEnglewood, CO2026-10-27
North Star Investment Management Corp.
240$11.0K0.0%CoreLowChicago, IL2026-10-27
Jcic Asset Management Inc.
240$11.0K0.0%GrowthMediumToronto, Australia2026-10-30
Fortitude Family Office, LLC
213$9.7K0.0%ETFMediumScottsdale, AZ2026-10-14
MassMutual Private Wealth & Trust, FSB
210$9.6K0.0%CoreLowSpringfield, MA2026-10-05
New England Capital Financial Advisors LLC
209$9.6K0.0%ETFLowMeriden, CT2026-11-03
Tsfg, LLC
205$90.0%ETFLowLake Forest, IL2026-10-23
Nova Financial LLC
200$9.1K0.0%N/AN/ATucson, AZ2026-11-04
Mascoma Wealth Management LLC
180$8.2K0.0%ETFVery LowHanover, NH2026-10-23
Rossby Financial, LCC
156$7.1K0.0%ETFMediumMelbourne, FL2026-11-05
Farmers & Merchants Investments Inc
146$6.7K0.0%CoreVery LowLincoln, NE2026-10-22
Country Trust Bank
132$6.0K0.0%GrowthLowBloomington, IL2026-10-30
Mather Group, Llc.
120$5.5K0.0%ETFMediumChicago, IL2026-10-14
Pension & Wealth Management Advisors, Inc.
118$5.4K0.0%ETFLowWaltham, MA2026-10-16
Compass Financial Management LLC
100$4.6K0.0%CoreN/ATampa, FL2026-10-30
Private Trust Co NA
92$4.2K0.0%CoreLowCleveland, OH2026-10-20
Summit Securities Group LLC
91$4.2K0.0%CoreVery HighNew York, NY2026-11-05
Buck Wealth Strategies, LLC
89$4.1K0.0%ValueMediumDenver, CO2026-10-28
TD Private Client Wealth LLC
88$4.0K0.0%ETFLowNew York, NY2026-10-28
Creative Capital Management Investments LLC
71$3.2K0.0%ETFLowSan Diego, CA2026-10-28
Manchester Capital Management LLC
70$3.2K0.0%CoreLowManchester, VT2026-10-22
Ascentis Wealth Management, LLC
70$3.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Marquette Asset Management, LLC
68$3.1K0.0%ETFVery LowMinneapolis, MN2026-10-09
Highline Wealth Partners LLC
57$2.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Capital Advisors, Ltd. LLC
53$20.0%ETFLowShaker Heights, OH2026-10-27
Cromwell Holdings LLC
51$2.3K0.0%IndexLowJackson, WY2026-10-28
Armstrong Advisory Group, Inc
50$2.3K0.0%ETFHighNeedham, MA2026-10-09
Silver Grove Financial Group, Inc.
49$2.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Bay Harbor Wealth Management, LLC
46$2.1K0.0%ETFMediumHunt Valley, MD2026-11-03
Fairman Group, LLC
45$2.1K0.0%ETFLowChesterbrook, PA2026-10-26
DiNuzzo Private Wealth, Inc.
39$1.8K0.0%ETFLowBeaver, PA2026-10-16
Signature Equity Partners, LLC
34$1.6K0.0%GrowthMediumColumbus, OH2026-10-29
Planning Strategies Inc.
33$1.5K0.0%ETFN/ALancaster, PA2026-10-02
Mosley Wealth Management
32$1.4K0.0%ETFHighAnaheim, CA2026-10-16
Pinnacle Wealth Planning Services, Inc.
31$1.4K0.0%GARPLowMansfield, OH2026-10-27
DecisionPoint Financial, LLC
22$9960.0%ETFVery LowMesa, AZ2026-10-27
Torren Management, LLC
19$8750.0%ETFMediumSan Diego, CA2026-10-29
Bell Investment Advisors, Inc
18$8240.0%ETFVery LowOrinda, CA2026-10-29
Activest Wealth Management
18$8230.0%ETFLowAventura, FL2026-10-15
GoalVest Advisory LLC
17$7770.0%ETFMediumNew York, NY2026-10-02
Physician Wealth Advisors, Inc.
17$7780.0%ETFMediumMidvale, UT2026-10-20
Bare Financial Services, Inc
15$6860.0%ETFVery LowGap, PA2026-11-04
Financial Consulate, Inc
13$5950.0%ETFLowHunt Valley, MD2026-10-23
Financial Management Professionals, Inc.
12$5490.0%ETFMediumAustin, TX2026-10-23
Rachor Investment Advisory Services, LLC
10$4580.0%ETFVery LowLinden, MI2026-10-29
GHP Investment Advisors, Inc.
8$3660.0%CoreVery LowDenver, CO2026-10-15
Birchwood Financial Partners, Inc.
8$3660.0%ETFVery LowBloomington, MN2026-11-02
Maseco LLP
7$3200.0%ETFVery LowLondon, United Kingdom2026-10-27
Proathlete Wealth Management LLC
7$3200.0%ETFVery LowBoca Raton, FL2026-10-15
Wealth Enhancement Trust Services, Inc.
6$2740.0%GrowthMediumSioux Falls, SD2026-10-07
Hughes Financial Services, LLC
5$2460.0%ETFLowHerndon, VA2026-10-30
CoreCap Advisors, LLC
5$2290.0%ETFMediumSouthfield, MI2026-10-08
Wolff Wiese Magana LLC
5$2290.0%GrowthLowCarslbad, CA2026-10-15
James T. Borello RIA
3$1370.0%ETFVery LowEast Dundee, IL2026-10-16
MV Capital Management, Inc.
2$920.0%ETFLowBethesda, MD2026-10-29
Maryland Capital Advisors Inc.
2$920.0%ETFVery LowChester, MD2026-10-15
American Capital Advisory, LLC
2$920.0%ETFLowKetchum, ID2026-10-28
Davis Capital Management
1$460.0%CoreLowJacksonville, FL2026-10-08
Monetary Solutions, Ltd
1$460.0%ETFVery LowDayton, OH2026-10-22
Rakuten Securities, Inc.
1$460.0%Agg GrowthHighTokyo, Mexico2026-11-02
Gilpin Wealth Management, LLC
1$460.0%GrowthLowDenver, CO2026-10-09