Karman Holdings Inc (KRMN)

CUSIP: 485924104 | NYSE | Industrials · Aerospace & Defense | Large Cap | 576 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

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.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G BlackRock, Inc.	14,653,261	11.1%	New 5%+ stake	Sep 30, 2026	5,448,737 sh (Jun 30, 2026)
13G/A FMR LLC	10,178,570	7.7%

Institutional Holders — Q3 2026

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Principal Financial Group Inc1,383,003

0.0% of portfolio$44.8M

Dimensional Fund Advisors LP1,115,719

0.0% of portfolio$36.2M

Congress Asset Management Co1,068,811

0.2% of portfolio$34.7M

TimesSquare Capital Management, LLC903,353

0.5% of portfolio$29.3M

Conestoga Capital Advisors, LLC863,076

0.8% of portfolio$28.0M

Bank of New York Mellon Corp768,880

0.0% of portfolio$24.9M

Zevenbergen Capital Investments LLC714,745

0.5% of portfolio$23.2M

Hamilton Lane Advisors LLC439,327

7.9% of portfolio$14.2M

Mitsubishi UFJ Asset Management Co., Ltd.275,494

0.0% of portfolio$8.9M

Daiwa Securities Group Inc.242,943

0.0% of portfolio$7.9M

Mass General Brigham, Inc209,261

1.5% of portfolio$6.8M

Fifth Third Bancorp167,935

0.0% of portfolio$5.4M

Imc-Chicago, LLC134,124

0.0% of portfolio$4.3M

Vontobel Holding Ltd.131,881

0.0% of portfolio$4.3M

Badgley Phelps Wealth Managers, LLC129,292

0.1% of portfolio$4.2M

Kornitzer Capital Management Inc123,405

0.1% of portfolio$4.0M

King Luther Capital Management Corp119,121

0.0% of portfolio$3.9M

Strs Ohio118,740

0.0% of portfolio$3.8M

Brown Capital Management LLC94,176

0.6% of portfolio$3.1M

Swedbank AB80,000

0.0% of portfolio$2.6M

Thrivent Financial for Lutherans79,237

0.0% of portfolio$2.6M

Citigroup Inc75,846

0.0% of portfolio$2.5M

Bank Julius Baer & Co. Ltd, Zurich75,426

0.0% of portfolio$2.4M

Bouvel Investment Partners, LLC56,786

0.4% of portfolio$1.8M

Louisiana State Employees Retirement System53,100

0.0% of portfolio$1.7M

Diversify Wealth Management, LLC46,704

0.0% of portfolio$1.6M

Diversify Advisory Services, LLC46,704

0.0% of portfolio$1.6M

Moody Aldrich Partners LLC40,463

0.3% of portfolio$1.3M

Pekin Hardy Strauss, Inc.36,602

0.1% of portfolio$1.2M

New York State Teachers Retirement System36,100

0.0% of portfolio$1.2K

Amalgamated Bank33,622

0.0% of portfolio$1.1K

Yousif Capital Management, LLC32,560

0.0% of portfolio$1.1M

True Private Wealth Advisors32,333

0.1% of portfolio$1.0M

Maryland State Retirement & Pension System31,040

0.0% of portfolio$1.0M

Commonwealth of Pennsylvania Public School Empls Retrmt SYS29,353

0.0% of portfolio$951.6K

State of New Jersey Common Pension Fund D28,802

0.0% of portfolio$933.8K

Oregon Public Employees Retirement Fund28,000

0.0% of portfolio$907.8K

Oppenheimer Asset Management Inc.27,805

0.0% of portfolio$901.4K

State of Alaska, Department of Revenue26,709

0.0% of portfolio$865

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna25,900

0.3% of portfolio$839.7K

Renaissance Capital LLC25,822

0.6% of portfolio$837.1K

Arizona State Retirement System25,180

0.0% of portfolio$816.3K

Fulcrum Asset Management LLP23,582

0.0% of portfolio$774.9K

Asset Management One Co., Ltd.23,060

0.0% of portfolio$747.6K

Wedbush Securities Inc20,952

0.0% of portfolio$679

Park Avenue Securities LLC20,753

0.0% of portfolio$673

Oak Thistle LLC19,149

0.1% of portfolio$620.8K

Lido Advisors, LLC19,130

0.0% of portfolio$620.2K

US Bancorp \de\18,931

0.0% of portfolio$613.7K

Moody National Bank Trust Division16,570

0.0% of portfolio$537.2K

Keybank National Association15,668

0.0% of portfolio$508.0K

Mutual of America Capital Management LLC14,926

0.0% of portfolio$483.9K

Pictet Asset Management Holding SA14,572

0.0% of portfolio$472.4K

D.A. Davidson & Co.13,815

0.0% of portfolio$447.9K

Virginia Retirement Systems ET Al13,000

0.0% of portfolio$421.5K

Sapient Capital LLC12,712

0.0% of portfolio$412.1K

Xponance LLC11,484

0.0% of portfolio$372.3K

Portside Wealth Group, LLC11,313

0.0% of portfolio$366.8K

Norden Group LLC10,917

0.0% of portfolio$353.9K

Creative Planning10,598

0.0% of portfolio$343.6K

Gibbs Wealth Management10,502

0.0% of portfolio$340.5K

Caitong International Asset Management Co., Ltd9,841

0.0% of portfolio$319.0K

iA Global Asset Management Inc.8,930

0.0% of portfolio$290

Alliance Wealth Advisors, LLC8,654

0.1% of portfolio$280.6K

Truist Financial Corp8,326

0.0% of portfolio$269.9K

AlphaCore Capital LLC8,025

0.0% of portfolio$260.2K

Legacy Wealth Asset Management, LLC7,374

0.1% of portfolio$239.1K

Carnegie Investment Counsel7,100

0.0% of portfolio$230.2K

J. Safra Sarasin Holding AG4,741

0.0% of portfolio$379.5K

Assetmark, Inc3,963

0.0% of portfolio$128.5K

KBC Group NV3,763

0.0% of portfolio$122

SBI Securities Co., Ltd.2,526

0.0% of portfolio$81.9K

Gamma Investing LLC2,071

0.0% of portfolio$67.1K

GK Wealth Management LLC2,013

0.0% of portfolio$65.3K

Larson Financial Group LLC1,642

0.0% of portfolio$53.2K

Spear Advisors LLC1,346

0.0% of portfolio$43.6K

Hilltop National Bank1,258

0.0% of portfolio$40.8K

Rakuten Securities, Inc.1,230

0.0% of portfolio$39.9K

Pinnacle Wealth Planning Services, Inc.990

0.0% of portfolio$32.1K

Essential Investment Partners LLC783

0.0% of portfolio$25.4K

Salomon & Ludwin, LLC646

0.0% of portfolio$20.9K

Simplex Trading, LLC644

0.0% of portfolio$20.9K

Parkside Financial Bank & Trust545

0.0% of portfolio$17.7K

Parallel Advisors, LLC412

0.0% of portfolio$13.4K

First Horizon Corp400

0.0% of portfolio$13.0K

Wilkerson Advisory Group LLC376

0.0% of portfolio$12.2K

Cullen T Bankers, Inc.355

0.0% of portfolio$11.5K

MassMutual Private Wealth & Trust, FSB326

0.0% of portfolio$10.6K

SBK Financial, Inc.300

0.0% of portfolio$9.7K

Nisa Investment Advisors, LLC291

0.0% of portfolio$9.4K

Farther Finance Advisors, LLC243

0.0% of portfolio$7.9K

EverSource Wealth Advisors, LLC226

0.0% of portfolio$7.3K

Signaturefd, LLC189

0.0% of portfolio$6.1K

Pathway Financial Advisers, LLC187

0.0% of portfolio$6.1K

Bare Financial Services, Inc182

0.0% of portfolio$5.9K

Covestor Ltd177

0.0% of portfolio$6

UMB Private Wealth Management, LLC168

0.0% of portfolio$5.4K

Sterling Capital Management LLC157

0.0% of portfolio$5.1K

Creative Financial Designs Inc150

0.0% of portfolio$4.9K

Investors Research Corp114

0.0% of portfolio$3.7K

Private Trust Co NA110

0.0% of portfolio$3.6K

Triumph Capital Management100

0.0% of portfolio$3.2K

Farmers & Merchants Investments Inc99

0.0% of portfolio$3.2K

Rossby Financial, LCC88

0.0% of portfolio$2.9K

Jacobi Capital Management LLC86

0.0% of portfolio$2.8K

Provenance Wealth Advisors, LLC70

0.0% of portfolio$2.3K

Bullock Wealth Management Group65

0.0% of portfolio$2.1K

Cedar Mountain Advisors, LLC63

0.0% of portfolio$2.0K

TD Private Client Wealth LLC55

0.0% of portfolio$1.8K

IFP Advisors, Inc50

0.0% of portfolio$1.6K

Golden State Wealth Management, LLC46

0.0% of portfolio$1.5K

Physician Wealth Advisors, Inc.37

0.0% of portfolio$1.2K

Root Financial Partners, LLC37

0.0% of portfolio$1.2K

Proathlete Wealth Management LLC28

0.0% of portfolio$907

Fortitude Family Office, LLC28

0.0% of portfolio$908

Silver Grove Financial Group, Inc.27

0.0% of portfolio$875

JFS Wealth Advisors, LLC24

0.0% of portfolio$779

Cromwell Holdings LLC20

0.0% of portfolio$648

Brown, Lisle Ings, Inc.20

0.0% of portfolio$648

Ascentis Wealth Management, LLC19

0.0% of portfolio$615

Gilpin Wealth Management, LLC14

0.0% of portfolio$454

Burk Holdings LLC10

0.0% of portfolio$324

Davis Capital Management9

0.0% of portfolio$292

Elyxium Wealth, LLC7

0.0% of portfolio$227

Creative Capital Management Investments LLC7

0.0% of portfolio$227

CoreCap Advisors, LLC6

0.0% of portfolio$195

WPG Advisers, LLC5

0.0% of portfolio$162

Abound Wealth Management4

0.0% of portfolio$130

MV Capital Management, Inc.3

0.0% of portfolio$98

Bay Harbor Wealth Management, LLC1

0.0% of portfolio$32

DiNuzzo Private Wealth, Inc.1

0.0% of portfolio$33

				Style	Turnover	Location	Filed
Principal Financial Group Inc	1,383,003	$44.8M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Dimensional Fund Advisors LP	1,115,719	$36.2M	0.0%	Index	Low	Austin, TX	2026-11-04
Congress Asset Management Co	1,068,811	$34.7M	0.2%	Growth	Medium	Boston, MA	2026-10-06
TimesSquare Capital Management, LLC	903,353	$29.3M	0.5%	Growth	Medium	New York, NY	2026-11-03
Conestoga Capital Advisors, LLC	863,076	$28.0M	0.8%	Core	Low	Wayne, PA	2026-11-02
Bank of New York Mellon Corp	768,880	$24.9M	0.0%	Core	Low	New York, NY	2026-11-05
Zevenbergen Capital Investments LLC	714,745	$23.2M	0.5%	Agg Growth	Medium	Edmonds, WA	2026-10-08
Hamilton Lane Advisors LLC	439,327	$14.2M	7.9%	Yield	Medium	Conshohocken, PA	2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.	275,494	$8.9M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Daiwa Securities Group Inc.	242,943	$7.9M	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Mass General Brigham, Inc	209,261	$6.8M	1.5%	Agg Growth	Very Low	Somerville, MA	2026-11-03
Fifth Third Bancorp	167,935	$5.4M	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Imc-Chicago, LLC	134,124	$4.3M	0.0%	GARP	Very High	Chicago, IL	2026-11-05
Vontobel Holding Ltd.	131,881	$4.3M	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
Badgley Phelps Wealth Managers, LLC	129,292	$4.2M	0.1%	Growth	Very Low	Seattle, WA	2026-10-22
Kornitzer Capital Management Inc	123,405	$4.0M	0.1%	Core	Low	Shawnee Mission, KS	2026-11-03
King Luther Capital Management Corp	119,121	$3.9M	0.0%	Core	Low	Fort Worth, TX	2026-11-05
Strs Ohio	118,740	$3.8M	0.0%	Core	Medium	Columbus, OH	2026-10-30
Brown Capital Management LLC	94,176	$3.1M	0.6%	Agg Growth	Low	Baltimore, MD	2026-10-27
Swedbank AB	80,000	$2.6M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-27
Thrivent Financial for Lutherans	79,237	$2.6M	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Citigroup Inc	75,846	$2.5M	0.0%	Core	Medium	New York, NY	2026-11-04
Bank Julius Baer & Co. Ltd, Zurich	75,426	$2.4M	0.0%	Growth	Medium	Zurich, Switzerland	2026-10-29
Bouvel Investment Partners, LLC	56,786	$1.8M	0.4%	Agg Growth	Medium	Phoenixville, PA	2026-10-13
Louisiana State Employees Retirement System	53,100	$1.7M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
Diversify Wealth Management, LLC	46,704	$1.6M	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	46,704	$1.6M	0.0%	Growth	Low	Sandy, UT	2026-10-20
Moody Aldrich Partners LLC	40,463	$1.3M	0.3%	Value	High	Marblehead, MA	2026-10-27
Pekin Hardy Strauss, Inc.	36,602	$1.2M	0.1%	Value	Medium	Chicago, IL	2026-11-02
New York State Teachers Retirement System	36,100	$1.2K	0.0%	Core	Very Low	Albany, NY	2026-10-22
Amalgamated Bank	33,622	$1.1K	0.0%	Core	Very Low	New York, NY	2026-10-23
Yousif Capital Management, LLC	32,560	$1.1M	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
True Private Wealth Advisors	32,333	$1.0M	0.1%	ETF	Medium	Salem, OR	2026-10-19
Maryland State Retirement & Pension System	31,040	$1.0M	0.0%	Index	Very Low	Baltimore, MD	2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	29,353	$951.6K	0.0%	Core	Low	Harrisburg, PA	2026-11-03
State of New Jersey Common Pension Fund D	28,802	$933.8K	0.0%	Core	Low	Trenton, NJ	2026-11-05
Oregon Public Employees Retirement Fund	28,000	$907.8K	0.0%	Index	Very Low	Tigard, OR	2026-10-30
Oppenheimer Asset Management Inc.	27,805	$901.4K	0.0%	Core	Medium	New York, NY	2026-10-27
State of Alaska, Department of Revenue	26,709	$865	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	25,900	$839.7K	0.3%	Growth	Medium	Warsaw, Russia	2026-10-21
Renaissance Capital LLC	25,822	$837.1K	0.6%	Agg Growth	High	Stamford, CT	2026-10-23
Arizona State Retirement System	25,180	$816.3K	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Fulcrum Asset Management LLP	23,582	$774.9K	0.0%	Core	Medium	London, United Kingdom	2026-11-04
Asset Management One Co., Ltd.	23,060	$747.6K	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
Wedbush Securities Inc	20,952	$679	0.0%	Core	Low	Pasadena, CA	2026-10-22
Park Avenue Securities LLC	20,753	$673	0.0%	ETF	Medium	New York, NY	2026-10-26
Oak Thistle LLC	19,149	$620.8K	0.1%	Value	Very High	New York, NY	2026-10-21
Lido Advisors, LLC	19,130	$620.2K	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
US Bancorp \de\	18,931	$613.7K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Moody National Bank Trust Division	16,570	$537.2K	0.0%	Core	Medium	Galveston, TX	2026-10-06
Keybank National Association	15,668	$508.0K	0.0%	Core	Low	Brooklyn, OH	2026-11-04
Mutual of America Capital Management LLC	14,926	$483.9K	0.0%	Index	Low	New York, NY	2026-10-23
Pictet Asset Management Holding SA	14,572	$472.4K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
D.A. Davidson & Co.	13,815	$447.9K	0.0%	Core	Low	Great Falls, MT	2026-10-28
Virginia Retirement Systems ET Al	13,000	$421.5K	0.0%	Core	Medium	Richmond, VA	2026-10-28
Sapient Capital LLC	12,712	$412.1K	0.0%	Growth	Medium	Indianapolis, IN	2026-10-08
Xponance LLC	11,484	$372.3K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Portside Wealth Group, LLC	11,313	$366.8K	0.0%	Core	Medium	Provo, UT	2026-10-20
Norden Group LLC	10,917	$353.9K	0.0%	Growth	Medium	Provo, UT	2026-10-20
Creative Planning	10,598	$343.6K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Gibbs Wealth Management	10,502	$340.5K	0.0%	Core	Low	Alpharetta, GA	2026-10-22
Caitong International Asset Management Co., Ltd	9,841	$319.0K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
iA Global Asset Management Inc.	8,930	$290	0.0%	Growth	Medium	Quebec, Austria	2026-10-29
Alliance Wealth Advisors, LLC	8,654	$280.6K	0.1%	ETF	High	Centerville, UT	2026-10-28
Truist Financial Corp	8,326	$269.9K	0.0%	Core	Low	Charlotte, NC	2026-10-30
AlphaCore Capital LLC	8,025	$260.2K	0.0%	ETF	Low	La Jolla, CA	2026-11-04
Legacy Wealth Asset Management, LLC	7,374	$239.1K	0.1%	GARP	Medium	Woodbury, MN	2026-10-09
Carnegie Investment Counsel	7,100	$230.2K	0.0%	Core	Low	Pepper Pike, OH	2026-10-20
J. Safra Sarasin Holding AG	4,741	$379.5K	0.0%	Core	Medium	Basel, Switzerland	2026-10-26
Assetmark, Inc	3,963	$128.5K	0.0%	ETF	Low	Concord, CA	2026-10-21
KBC Group NV	3,763	$122	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
SBI Securities Co., Ltd.	2,526	$81.9K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Gamma Investing LLC	2,071	$67.1K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
GK Wealth Management LLC	2,013	$65.3K	0.0%	GARP	Very High	Reno, NV	2026-10-09
Larson Financial Group LLC	1,642	$53.2K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Spear Advisors LLC	1,346	$43.6K	0.0%	Agg Growth	High	East Hampton, NY	2026-10-27
Hilltop National Bank	1,258	$40.8K	0.0%	Core	Low	Casper, WY	2026-10-14
Rakuten Securities, Inc.	1,230	$39.9K	0.0%	Agg Growth	High	Tokyo, Mexico	2026-11-02
Pinnacle Wealth Planning Services, Inc.	990	$32.1K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Essential Investment Partners LLC	783	$25.4K	0.0%	Growth	Low	Englewood, CO	2026-10-27
Salomon & Ludwin, LLC	646	$20.9K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Simplex Trading, LLC	644	$20.9K	0.0%	Core	Very High	Chicago, IL	2026-11-04
Parkside Financial Bank & Trust	545	$17.7K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Parallel Advisors, LLC	412	$13.4K	0.0%	Index	Low	San Francisco, CA	2026-11-03
First Horizon Corp	400	$13.0K	0.0%	Core	Low	Memphis, TN	2026-10-26
Wilkerson Advisory Group LLC	376	$12.2K	0.0%	ETF	Medium	Columbia, MO	2026-10-20
Cullen T Bankers, Inc.	355	$11.5K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
MassMutual Private Wealth & Trust, FSB	326	$10.6K	0.0%	Core	Low	Springfield, MA	2026-10-05
SBK Financial, Inc.	300	$9.7K	0.0%	N/A	N/A	Richmond, VA	2026-11-02
Nisa Investment Advisors, LLC	291	$9.4K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Farther Finance Advisors, LLC	243	$7.9K	0.0%	Index	Low	San Francisco, CA	2026-10-08
EverSource Wealth Advisors, LLC	226	$7.3K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Signaturefd, LLC	189	$6.1K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Pathway Financial Advisers, LLC	187	$6.1K	0.0%	Core	Low	Auburn, IN	2026-10-27
Bare Financial Services, Inc	182	$5.9K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Covestor Ltd	177	$6	0.0%	Value	High	London, United Kingdom	2026-10-30
UMB Private Wealth Management, LLC	168	$5.4K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
Sterling Capital Management LLC	157	$5.1K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Creative Financial Designs Inc	150	$4.9K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Investors Research Corp	114	$3.7K	0.0%	ETF	Low	Atlanta, GA	2026-10-07
Private Trust Co NA	110	$3.6K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Triumph Capital Management	100	$3.2K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Farmers & Merchants Investments Inc	99	$3.2K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Rossby Financial, LCC	88	$2.9K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Jacobi Capital Management LLC	86	$2.8K	0.0%	Core	Low	Pittston, PA	2026-11-05
Provenance Wealth Advisors, LLC	70	$2.3K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Bullock Wealth Management Group	65	$2.1K	0.0%	Growth	Low	Bloomington, IN	2026-10-09
Cedar Mountain Advisors, LLC	63	$2.0K	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15
TD Private Client Wealth LLC	55	$1.8K	0.0%	ETF	Low	New York, NY	2026-10-28
IFP Advisors, Inc	50	$1.6K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Golden State Wealth Management, LLC	46	$1.5K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Physician Wealth Advisors, Inc.	37	$1.2K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Root Financial Partners, LLC	37	$1.2K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Proathlete Wealth Management LLC	28	$907	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
Fortitude Family Office, LLC	28	$908	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Silver Grove Financial Group, Inc.	27	$875	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
JFS Wealth Advisors, LLC	24	$779	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Cromwell Holdings LLC	20	$648	0.0%	Index	Low	Jackson, WY	2026-10-28
Brown, Lisle Ings, Inc.	20	$648	0.0%	Core	Very Low	Providence, RI	2026-10-16
Ascentis Wealth Management, LLC	19	$615	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Gilpin Wealth Management, LLC	14	$454	0.0%	Growth	Low	Denver, CO	2026-10-09
Burk Holdings LLC	10	$324	0.0%	ETF	Very Low	Tulsa, OK	2026-11-05
Davis Capital Management	9	$292	0.0%	Core	Low	Jacksonville, FL	2026-10-08
Elyxium Wealth, LLC	7	$227	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Creative Capital Management Investments LLC	7	$227	0.0%	ETF	Low	San Diego, CA	2026-10-28
CoreCap Advisors, LLC	6	$195	0.0%	ETF	Medium	Southfield, MI	2026-10-08
WPG Advisers, LLC	5	$162	0.0%	Core	Low	Baltimore, MD	2026-10-27
Abound Wealth Management	4	$130	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
MV Capital Management, Inc.	3	$98	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Bay Harbor Wealth Management, LLC	1	$32	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
DiNuzzo Private Wealth, Inc.	1	$33	0.0%	ETF	Low	Beaver, PA	2026-10-16