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Kite Realty Group Trust (KRG)

CUSIP: 49803T300 | NYSE | Real Estate · REIT - Retail | Mid Cap | 1062 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, Inc.31,091,48315.5%New 5%+ stakeSep 30, 202692d ahead of 13F (31,997,999 sh) · −906,516
13G/ABlackRock, Inc.31,091,483
15.5% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (31,997,999 sh) · −906,516

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,214,305
0.0% of portfolio›$78.4M
Bank of New York Mellon Corp1,509,362
0.0% of portfolio›$36.8M
Candriam S.C.A.1,265,726
0.1% of portfolio›$31.0M
Principal Financial Group Inc935,021
0.0% of portfolio›$22.8M
Sumitomo Mitsui Trust Group, Inc.662,132
0.0% of portfolio›$16.1M
Robeco Institutional Asset Management B.V.500,000
0.0% of portfolio›$12.2M
UniSuper Management Pty Ltd395,373
0.0% of portfolio›$9.6M
Strs Ohio379,500
0.0% of portfolio›$9.3M
Citigroup Inc321,535
0.0% of portfolio›$7.8M
New York State Teachers Retirement System302,826
0.0% of portfolio›$7.4K
Mutual of America Capital Management LLC298,005
0.1% of portfolio›$7.3M
Asset Management One Co., Ltd.282,444
0.0% of portfolio›$6.9M
State of New Jersey Common Pension Fund D246,540
0.0% of portfolio›$6.0M
Retirement Systems of Alabama206,647
0.0% of portfolio›$5.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS195,802
0.0% of portfolio›$4.8M
Mitsubishi UFJ Asset Management Co., Ltd.184,624
0.0% of portfolio›$4.5M
Bernzott Capital Advisors161,963
1.7% of portfolio›$4.0M
Virginia Retirement Systems ET Al145,213
0.0% of portfolio›$3.5M
KBC Group NV130,529
0.0% of portfolio›$3.2K
State of Alaska, Department of Revenue127,065
0.0% of portfolio›$3.1K
DekaBank Deutsche Girozentrale111,515
0.0% of portfolio›$2.7K
Daiwa Securities Group Inc.100,682
0.0% of portfolio›$2.5M
Vert Asset Management LLC100,444
0.7% of portfolio›$2.4M
Y-Intercept (Hong Kong) Ltd89,383
0.0% of portfolio›$2.2M
Amalgamated Bank86,033
0.0% of portfolio›$2.1K
Creative Planning79,321
0.0% of portfolio›$1.9M
Thrivent Financial for Lutherans75,552
0.0% of portfolio›$1.8K
Sterling Capital Management LLC75,234
0.0% of portfolio›$1.8M
Wealth Enhancement Advisory Services, LLC72,311
0.0% of portfolio›$1.7M
Achmea Investment Management B.V.68,679
0.0% of portfolio›$1.7M
Commonwealth Equity Services, LLC62,636
0.0% of portfolio›$1.5M
Pensionfund PDN62,500
0.9% of portfolio›$1.5K
Wolverine Asset Management LLC60,659
0.0% of portfolio›$1.5M
Louisiana State Employees Retirement System59,500
0.0% of portfolio›$1.5M
Arizona State Retirement System57,191
0.0% of portfolio›$1.4M
Howard Capital Management Group, LLC52,246
0.1% of portfolio›$1.3M
Yousif Capital Management, LLC51,800
0.0% of portfolio›$1.3M
Sumitomo Mitsui DS Asset Management Company, Ltd49,348
0.0% of portfolio›$1.2M
Ethic Inc.48,762
0.0% of portfolio›$1.2M
State of Michigan Retirement System46,995
0.0% of portfolio›$1.1M
Atria Investments, Inc44,202
0.0% of portfolio›$1.1M
Oregon Public Employees Retirement Fund41,518
0.0% of portfolio›$1.0M
IFM Investors Pty Ltd40,187
0.0% of portfolio›$980.2K
State of Wyoming40,154
0.1% of portfolio›$979.4K
Cambridge Investment Research Advisors, Inc.35,291
0.0% of portfolio›$861
Kestra Advisory Services, LLC33,264
0.0% of portfolio›$811.3K
ProShare Advisors LLC33,252
0.0% of portfolio›$811.0K
Tctc Holdings, LLC33,195
0.0% of portfolio›$809.6K
Pictet Asset Management Holding SA32,305
0.0% of portfolio›$787.9K
US Bancorp \de\30,994
0.0% of portfolio›$755.9K
Nisa Investment Advisors, LLC30,084
0.0% of portfolio›$733.7K
Xponance LLC29,531
0.0% of portfolio›$720.3K
Pensionfund Sabic29,400
0.9% of portfolio›$717
Inspire Investing, LLC25,990
0.0% of portfolio›$633.9K
iA Global Asset Management Inc.24,002
0.0% of portfolio›$585
HB Wealth Management, LLC23,962
0.0% of portfolio›$584.4K
James Investment Research, Inc.23,943
0.1% of portfolio›$584.0K
Oppenheimer Asset Management Inc.23,289
0.0% of portfolio›$568.0K
Keybank National Association22,538
0.0% of portfolio›$549.7K
Legacy Wealth Asset Management, LLC21,238
0.1% of portfolio›$518.0K
Fifth Third Bancorp20,077
0.0% of portfolio›$489.7K
Hennion & Walsh Asset Management, Inc.18,936
0.0% of portfolio›$461.8K
Signaturefd, LLC18,264
0.0% of portfolio›$445.5K
Choreo, LLC16,677
0.0% of portfolio›$406.9K
Sapient Capital LLC15,663
0.0% of portfolio›$382.0K
Abel Hall, LLC15,530
0.1% of portfolio›$378.8K
Crossmark Global Holdings, Inc.14,617
0.0% of portfolio›$356.5K
Wealthstar Advisors, LLC13,986
0.1% of portfolio›$341.1K
Vanderbilt University13,548
0.0% of portfolio›$330.4K
Swiss Life Asset Management Ltd12,030
0.0% of portfolio›$293.4K
Csenge Advisory Group11,850
0.0% of portfolio›$289.0K
Weaver Consulting Group11,779
0.1% of portfolio›$287.3K
M&G Plc10,539
0.0% of portfolio›$252.9K
Moss Adams Wealth Advisors LLC9,851
0.0% of portfolio›$240.3K
Samalin Investment Counsel, LLC9,692
0.1% of portfolio›$236.4K
Evergreen Capital Management LLC9,669
0.0% of portfolio›$235.8K
D.B. Root & Company, LLC9,366
0.0% of portfolio›$228.4K
StoneX Group Inc.8,848
0.0% of portfolio›$229.1K
Truist Financial Corp8,763
0.0% of portfolio›$213.7K
MacKenzie Financial Corp8,245
0.0% of portfolio›$201.1K
Gamma Investing LLC7,814
0.0% of portfolio›$190.6K
Parallel Advisors, LLC7,168
0.0% of portfolio›$174.8K
Farther Finance Advisors, LLC5,309
0.0% of portfolio›$129.5K
Swedbank AB5,075
0.0% of portfolio›$123.8K
Caitong International Asset Management Co., Ltd4,554
0.0% of portfolio›$111.1K
Blue Trust, Inc.4,156
0.0% of portfolio›$101.4K
Harbor Capital Advisors, Inc.3,405
0.0% of portfolio›$83
Versant Capital Management, Inc3,402
0.0% of portfolio›$83.0K
Tsfg, LLC3,395
0.0% of portfolio›$83
Covestor Ltd3,352
0.0% of portfolio›$82
Advocate Investing Services LLC3,000
0.1% of portfolio›$73.2K
Larson Financial Group LLC2,813
0.0% of portfolio›$68.6K
Abound Wealth Management2,751
0.0% of portfolio›$67.1K
GF Fund Management Co. Ltd.2,709
0.0% of portfolio›$66.1K
SJS Investment Consulting Inc.2,695
0.0% of portfolio›$65.7K
EverSource Wealth Advisors, LLC2,365
0.0% of portfolio›$57.7K
Smallwood Wealth Investment Management, LLC1,798
0.0% of portfolio›$43.9K
Transce3nd, LLC1,554
0.0% of portfolio›$37.6K
Fulcrum Asset Management LLP1,478
0.0% of portfolio›$36.5K
Bokf, NA1,412
0.0% of portfolio›$34.4K
Wilmington Savings Fund Society, FSB1,308
0.0% of portfolio›$31.9K
Plante Moran Financial Advisors, LLC1,284
0.0% of portfolio›$31.3K
Parkside Financial Bank & Trust1,246
0.0% of portfolio›$30.4K
Bayforest Capital Ltd1,170
0.0% of portfolio›$28.5K
Root Financial Partners, LLC1,069
0.0% of portfolio›$26.1K
CX Institutional732
0.0% of portfolio›$18
Ares Financial Consulting, LLC649
0.0% of portfolio›$15.8K
Moisand Fitzgerald Tamayo, LLC602
0.0% of portfolio›$14.7K
Assetmark, Inc509
0.0% of portfolio›$12.4K
Provenance Wealth Advisors, LLC489
0.0% of portfolio›$11.9K
Rossby Financial, LCC454
0.0% of portfolio›$11.1K
IFP Advisors, Inc427
0.0% of portfolio›$10.4K
Private Trust Co NA340
0.0% of portfolio›$8.3K
Proathlete Wealth Management LLC322
0.0% of portfolio›$7.9K
Mirae Asset Global Investments Co., Ltd.320
0.0% of portfolio›$7.8K
MassMutual Private Wealth & Trust, FSB286
0.0% of portfolio›$7.0K
Spire Wealth Management270
0.0% of portfolio›$6.6K
Trust Co of Vermont266
0.0% of portfolio›$6.5K
Next Level Wealth Planning, LLC250
0.0% of portfolio›$6.1K
Pinnacle Wealth Planning Services, Inc.227
0.0% of portfolio›$5.5K
High Note Wealth, LLC223
0.0% of portfolio›$5.4K
Bell Investment Advisors, Inc214
0.0% of portfolio›$5.2K
Essential Partners LLC211
0.0% of portfolio›$5.1K
Key FInancial Inc202
0.0% of portfolio›$4.9K
Owl Creek Wealth Partners LLC195
0.0% of portfolio›$4.8K
Farmers & Merchants Investments Inc190
0.0% of portfolio›$4.6K
Meriwether Wealth & Planning, LLC162
0.0% of portfolio›$4.0K
WPG Advisers, LLC156
0.0% of portfolio›$3.8K
TD Private Client Wealth LLC139
0.0% of portfolio›$3.4K
Concord Wealth Partners114
0.0% of portfolio›$2.8K
Mather Group, Llc.88
0.0% of portfolio›$2.1K
Simplex Trading, LLC73
0.0% of portfolio›$1.8K
Physician Wealth Advisors, Inc.65
0.0% of portfolio›$1.6K
Elyxium Wealth, LLC52
0.0% of portfolio›$1.3K
Valley National Advisers Inc48
0.0% of portfolio›$1.2K
Strengthening Families & Communities, LLC48
0.0% of portfolio›$1.2K
GK Wealth Management LLC43
0.0% of portfolio›$1.0K
Balance Wealth Partners LLC37
0.0% of portfolio›$902
Compass Financial Management LLC26
0.0% of portfolio›$634
Exchange Traded Concepts, LLC23
0.0% of portfolio›$561
North Star Investment Management Corp.22
0.0% of portfolio›$537
True Wealth Design, LLC20
0.0% of portfolio›$488
Ascentis Wealth Management, LLC15
0.0% of portfolio›$365
Capital Advisors, Ltd. LLC6
0.0% of portfolio›$0
Planning Strategies Inc.4
0.0% of portfolio›$98
GHP Investment Advisors, Inc.3
0.0% of portfolio›$74
Hughes Financial Services, LLC1
0.0% of portfolio›$25
Community Financial Services Group, LLC0
0.0% of portfolio›$10
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,214,305$78.4M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,509,362$36.8M0.0%CoreLowNew York, NY2026-11-05
Candriam S.C.A.
1,265,726$31.0M0.1%GrowthMediumStrassen, Netherlands2026-11-03
Principal Financial Group Inc
935,021$22.8M0.0%CoreLowDes Moines, IA2026-11-02
Sumitomo Mitsui Trust Group, Inc.
662,132$16.1M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Robeco Institutional Asset Management B.V.
500,000$12.2M0.0%CoreMediumRotterdam, Philippines2026-10-20
UniSuper Management Pty Ltd
395,373$9.6M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Strs Ohio
379,500$9.3M0.0%CoreMediumColumbus, OH2026-10-30
Citigroup Inc
321,535$7.8M0.0%CoreMediumNew York, NY2026-11-04
New York State Teachers Retirement System
302,826$7.4K0.0%CoreVery LowAlbany, NY2026-10-22
Mutual of America Capital Management LLC
298,005$7.3M0.1%IndexLowNew York, NY2026-10-23
Asset Management One Co., Ltd.
282,444$6.9M0.0%IndexVery LowTokyo, Mexico2026-10-27
State of New Jersey Common Pension Fund D
246,540$6.0M0.0%CoreLowTrenton, NJ2026-11-05
Retirement Systems of Alabama
206,647$5.0M0.0%IndexLowMontgomery, AL2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
195,802$4.8M0.0%CoreLowHarrisburg, PA2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
184,624$4.5M0.0%IndexVery LowTokyo, Mexico2026-11-05
Bernzott Capital Advisors
161,963$4.0M1.7%YieldMediumCamarillo, CA2026-10-29
Virginia Retirement Systems ET Al
145,213$3.5M0.0%CoreMediumRichmond, VA2026-10-28
KBC Group NV
130,529$3.2K0.0%CoreMediumBrussels, Czech Republic2026-10-22
State of Alaska, Department of Revenue
127,065$3.1K0.0%CoreVery LowJuneau, AK2026-10-15
DekaBank Deutsche Girozentrale
111,515$2.7K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Daiwa Securities Group Inc.
100,682$2.5M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Vert Asset Management LLC
100,444$2.4M0.7%YieldLowSausalito, CA2026-10-28
Y-Intercept (Hong Kong) Ltd
89,383$2.2M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Amalgamated Bank
86,033$2.1K0.0%CoreVery LowNew York, NY2026-10-23
Creative Planning
79,321$1.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Thrivent Financial for Lutherans
75,552$1.8K0.0%GARPMediumMinneapolis, MN2026-11-05
Sterling Capital Management LLC
75,234$1.8M0.0%GARPMediumCharlotte, NC2026-10-22
Wealth Enhancement Advisory Services, LLC
72,311$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Achmea Investment Management B.V.
68,679$1.7M0.0%CoreMediumZeist, Philippines2026-10-30
Commonwealth Equity Services, LLC
62,636$1.5M0.0%ETFLowWaltham, MA2026-11-02
Pensionfund PDN
62,500$1.5K0.9%YieldVery LowSittard, Philippines2026-10-05
Wolverine Asset Management LLC
60,659$1.5M0.0%Deep ValueVery HighChicago, IL2026-11-02
Louisiana State Employees Retirement System
59,500$1.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
57,191$1.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Howard Capital Management Group, LLC
52,246$1.3M0.1%GrowthVery LowLos Angeles, CA2026-10-16
Yousif Capital Management, LLC
51,800$1.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
49,348$1.2M0.0%IndexVery LowTokyo, Mexico2026-10-20
Ethic Inc.
48,762$1.2M0.0%CoreLowNew York, NY2026-11-03
State of Michigan Retirement System
46,995$1.1M0.0%IndexLowEast Lansing, MI2026-10-27
Atria Investments, Inc
44,202$1.1M0.0%CoreMediumCharlotte, NC2026-10-15
Oregon Public Employees Retirement Fund
41,518$1.0M0.0%IndexVery LowTigard, OR2026-10-30
IFM Investors Pty Ltd
40,187$980.2K0.0%IndexVery LowMelbourne, China2026-10-14
State of Wyoming
40,154$979.4K0.1%ValueHighCheyenne, WY2026-10-28
Cambridge Investment Research Advisors, Inc.
35,291$8610.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
33,264$811.3K0.0%CoreLowAustin, TX2026-11-02
ProShare Advisors LLC
33,252$811.0K0.0%GrowthLowBethesda, MD2026-10-29
Tctc Holdings, LLC
33,195$809.6K0.0%ValueVery LowDallas, TX2026-11-02
Pictet Asset Management Holding SA
32,305$787.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
US Bancorp \de\
30,994$755.9K0.0%IndexLowMinneapolis, MN2026-11-05
Nisa Investment Advisors, LLC
30,084$733.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Xponance LLC
29,531$720.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Pensionfund Sabic
29,400$7170.9%YieldVery LowSittard, Philippines2026-10-05
Inspire Investing, LLC
25,990$633.9K0.0%GARPHighMeridian, ID2026-10-22
iA Global Asset Management Inc.
24,002$5850.0%GrowthMediumQuebec, Austria2026-10-29
HB Wealth Management, LLC
23,962$584.4K0.0%IndexVery LowAtlanta, GA2026-10-23
James Investment Research, Inc.
23,943$584.0K0.1%CoreLowAlpha, OH2026-10-22
Oppenheimer Asset Management Inc.
23,289$568.0K0.0%CoreMediumNew York, NY2026-10-27
Keybank National Association
22,538$549.7K0.0%CoreLowBrooklyn, OH2026-11-04
Legacy Wealth Asset Management, LLC
21,238$518.0K0.1%GARPMediumWoodbury, MN2026-10-09
Fifth Third Bancorp
20,077$489.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Hennion & Walsh Asset Management, Inc.
18,936$461.8K0.0%ValueMediumParsippany, NJ2026-10-13
Signaturefd, LLC
18,264$445.5K0.0%IndexLowAtlanta, GA2026-10-23
Choreo, LLC
16,677$406.9K0.0%IndexLowRockford, IL2026-10-28
Sapient Capital LLC
15,663$382.0K0.0%GrowthMediumIndianapolis, IN2026-10-08
Abel Hall, LLC
15,530$378.8K0.1%CoreMediumBaton Rouge, LA2026-10-19
Crossmark Global Holdings, Inc.
14,617$356.5K0.0%GARPMediumHouston, TX2026-10-21
Wealthstar Advisors, LLC
13,986$341.1K0.1%ETFMediumPlano, TX2026-10-19
Vanderbilt University
13,548$330.4K0.0%ETFMediumNashville, TN2026-11-02
Swiss Life Asset Management Ltd
12,030$293.4K0.0%CoreLowZurich, Switzerland2026-11-03
Csenge Advisory Group
11,850$289.0K0.0%ETFMediumClearwater, FL2026-11-04
Weaver Consulting Group
11,779$287.3K0.1%ETFLowHuntington Beach, CA2026-10-07
M&G Plc
10,539$252.9K0.0%CoreMediumLondon, United Kingdom2026-11-04
Moss Adams Wealth Advisors LLC
9,851$240.3K0.0%ETFLowSeattle, WA2026-10-28
Samalin Investment Counsel, LLC
9,692$236.4K0.1%YieldMediumChappaqua, NY2026-10-23
Evergreen Capital Management LLC
9,669$235.8K0.0%GARPMediumBellevue, WA2026-10-23
D.B. Root & Company, LLC
9,366$228.4K0.0%ETFLowPittsburgh, PA2026-11-04
StoneX Group Inc.
8,848$229.1K0.0%ETFMediumNew York, NY2026-11-03
Truist Financial Corp
8,763$213.7K0.0%CoreLowCharlotte, NC2026-10-30
MacKenzie Financial Corp
8,245$201.1K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Gamma Investing LLC
7,814$190.6K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
7,168$174.8K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
5,309$129.5K0.0%IndexLowSan Francisco, CA2026-10-08
Swedbank AB
5,075$123.8K0.0%GrowthLowStockholm, Sweden2026-10-27
Caitong International Asset Management Co., Ltd
4,554$111.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Blue Trust, Inc.
4,156$101.4K0.0%ETFLowBrentwood, TN2026-10-15
Harbor Capital Advisors, Inc.
3,405$830.0%ValueHighChicago, IL2026-10-22
Versant Capital Management, Inc
3,402$83.0K0.0%GARPLowPhoenix, AZ2026-10-02
Tsfg, LLC
3,395$830.0%ETFLowLake Forest, IL2026-10-23
Covestor Ltd
3,352$820.0%ValueHighLondon, United Kingdom2026-10-30
Advocate Investing Services LLC
3,000$73.2K0.1%ETFLowWoodbine, MD2026-10-26
Larson Financial Group LLC
2,813$68.6K0.0%GrowthLowSt Louis, MO2026-11-05
Abound Wealth Management
2,751$67.1K0.0%ETFVery LowFranklin, TN2026-10-26
GF Fund Management Co. Ltd.
2,709$66.1K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
SJS Investment Consulting Inc.
2,695$65.7K0.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
2,365$57.7K0.0%CoreMediumBirmingham, AL2026-11-04
Smallwood Wealth Investment Management, LLC
1,798$43.9K0.0%ETFVery LowRed Bank, NJ2026-10-30
Transce3nd, LLC
1,554$37.6K0.0%GrowthLowBuda, TX2026-10-26
Fulcrum Asset Management LLP
1,478$36.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
Bokf, NA
1,412$34.4K0.0%CoreLowTulsa, OK2026-10-27
Wilmington Savings Fund Society, FSB
1,308$31.9K0.0%CoreLowWilmington, DE2026-10-23
Plante Moran Financial Advisors, LLC
1,284$31.3K0.0%ETFVery LowSouthfield, MI2026-11-04
Parkside Financial Bank & Trust
1,246$30.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Bayforest Capital Ltd
1,170$28.5K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Root Financial Partners, LLC
1,069$26.1K0.0%ETFMediumEncinitas, CA2026-10-21
CX Institutional
732$180.0%CoreMediumAuburn, IN2026-10-02
Ares Financial Consulting, LLC
649$15.8K0.0%CoreLowCalabasas, CA2026-10-19
Moisand Fitzgerald Tamayo, LLC
602$14.7K0.0%ETFVery LowOrlando, FL2026-10-15
Assetmark, Inc
509$12.4K0.0%ETFLowConcord, CA2026-10-21
Provenance Wealth Advisors, LLC
489$11.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Rossby Financial, LCC
454$11.1K0.0%ETFMediumMelbourne, FL2026-11-05
IFP Advisors, Inc
427$10.4K0.0%GrowthLowTampa, FL2026-10-16
Private Trust Co NA
340$8.3K0.0%CoreLowCleveland, OH2026-10-20
Proathlete Wealth Management LLC
322$7.9K0.0%ETFVery LowBoca Raton, FL2026-10-15
Mirae Asset Global Investments Co., Ltd.
320$7.8K0.0%GrowthLowSeoul, Malaysia2026-11-03
MassMutual Private Wealth & Trust, FSB
286$7.0K0.0%CoreLowSpringfield, MA2026-10-05
Spire Wealth Management
270$6.6K0.0%GrowthMediumMclean, VA2026-10-30
Trust Co of Vermont
266$6.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Next Level Wealth Planning, LLC
250$6.1K0.0%ETFVery LowMeridian, ID2026-10-29
Pinnacle Wealth Planning Services, Inc.
227$5.5K0.0%GARPLowMansfield, OH2026-10-27
High Note Wealth, LLC
223$5.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Bell Investment Advisors, Inc
214$5.2K0.0%ETFVery LowOrinda, CA2026-10-29
Essential Partners LLC
211$5.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Key FInancial Inc
202$4.9K0.0%ETFLowWest Chester, PA2026-11-02
Owl Creek Wealth Partners LLC
195$4.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Farmers & Merchants Investments Inc
190$4.6K0.0%CoreVery LowLincoln, NE2026-10-22
Meriwether Wealth & Planning, LLC
162$4.0K0.0%ETFMediumMinden, LA2026-10-13
WPG Advisers, LLC
156$3.8K0.0%CoreLowBaltimore, MD2026-10-27
TD Private Client Wealth LLC
139$3.4K0.0%ETFLowNew York, NY2026-10-28
Concord Wealth Partners
114$2.8K0.0%GrowthLowAbingdon, VA2026-11-02
Mather Group, Llc.
88$2.1K0.0%ETFMediumChicago, IL2026-10-14
Simplex Trading, LLC
73$1.8K0.0%CoreVery HighChicago, IL2026-11-04
Physician Wealth Advisors, Inc.
65$1.6K0.0%ETFMediumMidvale, UT2026-10-20
Elyxium Wealth, LLC
52$1.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Valley National Advisers Inc
48$1.2K0.0%ETFLowBethlehem, PA2026-10-23
Strengthening Families & Communities, LLC
48$1.2K0.0%CoreMediumBoston, MA2026-10-21
GK Wealth Management LLC
43$1.0K0.0%GARPVery HighReno, NV2026-10-09
Balance Wealth Partners LLC
37$9020.0%ETFMediumWorthington, OH2026-10-27
Compass Financial Management LLC
26$6340.0%CoreN/ATampa, FL2026-10-30
Exchange Traded Concepts, LLC
23$5610.0%GrowthMediumOklahoma City, OK2026-10-28
North Star Investment Management Corp.
22$5370.0%CoreLowChicago, IL2026-10-27
True Wealth Design, LLC
20$4880.0%ETFMediumAkron, OH2026-10-13
Ascentis Wealth Management, LLC
15$3650.0%Agg GrowthLowDallas, TX2026-11-03
Capital Advisors, Ltd. LLC
6$00.0%ETFLowShaker Heights, OH2026-10-27
Planning Strategies Inc.
4$980.0%ETFN/ALancaster, PA2026-10-02
GHP Investment Advisors, Inc.
3$740.0%CoreVery LowDenver, CO2026-10-15
Hughes Financial Services, LLC
1$250.0%ETFLowHerndon, VA2026-10-30
Community Financial Services Group, LLC
0$100.0%GrowthLowNewport, VT2026-10-15