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Kulicke & Soffa Industries (KLIC)

CUSIP: 501242101 | NYSE | Technology · Semiconductor Equipment & Materials | Mid Cap | 1255 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/AJPMorgan Chase & Co1,820,3023.4%−808,619Sep 30, 202692d ahead of 13F (2,673,813 sh) · −853,511
13G/AJPMorgan Chase & Co1,820,302
3.4% of class · Sep 30, 2026−808,619
92d ahead of 13F (2,673,813 sh) · −853,511

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,114,354
0.0% of portfolio›$105.0M
Bank of New York Mellon Corp734,980
0.0% of portfolio›$69.3M
Copeland Capital Management, LLC661,141
1.4% of portfolio›$62.3M
Fort Washington Investment Advisors Inc454,215
0.2% of portfolio›$42.8M
Principal Financial Group Inc375,365
0.0% of portfolio›$35.4M
Daiwa Securities Group Inc.278,869
0.0% of portfolio›$26.3M
Perpetual Ltd223,976
0.3% of portfolio›$21.1M
Counterpoint Mutual Funds LLC116,536
0.9% of portfolio›$11.0M
Bridge City Capital, LLC113,017
2.2% of portfolio›$10.7M
OAK Ridge Investments LLC99,460
0.6% of portfolio›$9.4M
Creative Planning89,647
0.0% of portfolio›$8.4M
ProShare Advisors LLC73,430
0.0% of portfolio›$6.9M
KBC Group NV68,917
0.0% of portfolio›$6.5K
MacKenzie Financial Corp68,307
0.0% of portfolio›$6.4M
GF Fund Management Co. Ltd.68,133
0.1% of portfolio›$6.4M
Citigroup Inc65,766
0.0% of portfolio›$6.2M
Commonwealth Equity Services, LLC54,970
0.0% of portfolio›$5.2M
New York State Teachers Retirement System53,801
0.0% of portfolio›$5.1K
Van Berkom & Associates Inc.45,202
0.3% of portfolio›$4.3M
Thrivent Financial for Lutherans45,082
0.0% of portfolio›$4.2M
Assetmark, Inc41,449
0.0% of portfolio›$3.9M
Financiere des Professionnels - Fonds d'investissement inc.28,127
0.2% of portfolio›$2.7M
CWA Asset Management Group, LLC27,157
0.1% of portfolio›$2.6M
Fifth Third Bancorp26,399
0.0% of portfolio›$2.5M
Illinois Municipal Retirement Fund25,634
0.0% of portfolio›$2.4M
Capital Investment Counsel, Inc25,040
0.3% of portfolio›$2.4M
Strs Ohio24,500
0.0% of portfolio›$2.3M
Louisiana State Employees Retirement System22,300
0.0% of portfolio›$2.1M
State of Alaska, Department of Revenue21,205
0.0% of portfolio›$2.0K
Cantor Fitzgerald Investment Advisors L.P.20,500
0.1% of portfolio›$1.9M
Wealth Enhancement Advisory Services, LLC20,370
0.0% of portfolio›$1.9M
Achmea Investment Management B.V.18,198
0.0% of portfolio›$1.7M
Summit Global Investments17,168
0.0% of portfolio›$1.6K
State of New Jersey Common Pension Fund D16,479
0.0% of portfolio›$1.6M
Arizona State Retirement System14,376
0.0% of portfolio›$1.4M
Fulcrum Asset Management LLP14,029
0.1% of portfolio›$1.3M
Amalgamated Bank13,501
0.0% of portfolio›$1.3K
Total Wealth Planning & Management, Inc.13,307
0.9% of portfolio›$1.3M
Yousif Capital Management, LLC13,267
0.0% of portfolio›$1.3M
Capstone Capital Management Ltd12,999
0.5% of portfolio›$1.2M
Centurion Wealth Management LLC12,750
0.3% of portfolio›$1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS12,329
0.0% of portfolio›$1.2M
Sterling Capital Management LLC11,877
0.0% of portfolio›$1.1M
Oregon Public Employees Retirement Fund11,759
0.0% of portfolio›$1.1M
Imc-Chicago, LLC10,764
0.0% of portfolio›$1.0M
Smith Group Asset Management, LLC10,143
0.1% of portfolio›$956.0K
Harbor Capital Advisors, Inc.9,286
0.0% of portfolio›$875
Truist Financial Corp8,564
0.0% of portfolio›$807.2K
Virginia Retirement Systems ET Al8,400
0.0% of portfolio›$791.7K
Pictet Asset Management Holding SA7,650
0.0% of portfolio›$721.0K
Ifrah Financial Services, Inc.7,483
0.2% of portfolio›$705.3K
VestGen Advisors, LLC7,387
0.0% of portfolio›$696.2K
Penbrook Management LLC7,100
0.4% of portfolio›$669.2K
AMI Asset Management Corp6,911
0.0% of portfolio›$651.4K
D.A. Davidson & Co.6,750
0.0% of portfolio›$636.2K
Bailard, Inc.6,600
0.0% of portfolio›$622.1K
Linden Thomas Advisory Services, LLC6,241
0.0% of portfolio›$588.2K
Mutual of America Capital Management LLC5,971
0.0% of portfolio›$562.8K
State of Wyoming5,864
0.0% of portfolio›$552.7K
Swiss Life Asset Management Ltd5,621
0.0% of portfolio›$529.8K
Jackson Creek Investment Advisors LLC5,590
0.4% of portfolio›$527.0K
Y-Intercept (Hong Kong) Ltd5,502
0.0% of portfolio›$518.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,448
0.0% of portfolio›$513.5K
Contravisory Investment Management, Inc.5,439
0.1% of portfolio›$512.6K
Axxion S.A.5,287
0.0% of portfolio›$498.3K
Vest Financial, LLC5,083
0.0% of portfolio›$479.1K
NLB Skladi, upravljanje premozenja, d.o.o.5,000
0.0% of portfolio›$471.3K
Vise Technologies, Inc.4,934
0.0% of portfolio›$465.1K
Xponance LLC4,923
0.0% of portfolio›$464.0K
Caitong International Asset Management Co., Ltd4,885
0.0% of portfolio›$460.4K
Evergreen Capital Management LLC4,837
0.0% of portfolio›$456.8K
CIBC Asset Management Inc4,786
0.0% of portfolio›$451.1K
Teza Capital Management LLC4,762
0.4% of portfolio›$448.8K
Mission Wealth Management, LP4,474
0.0% of portfolio›$421.7K
Optimist Retirement Group LLC4,449
0.2% of portfolio›$419.3K
Focused Wealth Management, Inc4,358
0.0% of portfolio›$410.8K
Ethic Inc.4,268
0.0% of portfolio›$402.3K
Gamma Investing LLC4,150
0.0% of portfolio›$391.1K
Cambridge Investment Research Advisors, Inc.4,019
0.0% of portfolio›$379
Juncture Wealth Strategies, LLC3,667
0.1% of portfolio›$345.6K
EverSource Wealth Advisors, LLC3,345
0.0% of portfolio›$315.3K
Ashton Thomas Private Wealth, LLC3,200
0.0% of portfolio›$301.6K
Balboa Wealth Partners3,122
0.0% of portfolio›$294.2K
Impact Capital Partners LLC3,103
0.1% of portfolio›$292.5K
Central Pacific Bank - Trust Division3,009
0.0% of portfolio›$283.6K
Atria Investments, Inc2,854
0.0% of portfolio›$269.0K
Nisa Investment Advisors, LLC2,837
0.0% of portfolio›$268.0K
Kestra Advisory Services, LLC2,694
0.0% of portfolio›$253.9K
Abel Hall, LLC2,634
0.0% of portfolio›$248.3K
Crossmark Global Holdings, Inc.2,631
0.0% of portfolio›$248.0K
Signaturefd, LLC2,601
0.0% of portfolio›$245.1K
Profund Advisors LLC2,365
0.0% of portfolio›$222.9K
Perigon Wealth Management, LLC2,325
0.0% of portfolio›$219.1K
Choreo, LLC2,271
0.0% of portfolio›$214.6K
Sage Rhino Capital LLC2,247
0.0% of portfolio›$211.8K
Brighton Jones LLC2,183
0.0% of portfolio›$205.8K
TD Waterhouse Canada Inc.1,520
0.0% of portfolio›$145.9K
Pinnacle Wealth Planning Services, Inc.1,472
0.0% of portfolio›$138.7K
Bayforest Capital Ltd1,206
0.2% of portfolio›$113.7K
Farther Finance Advisors, LLC1,039
0.0% of portfolio›$97.9K
Gen-Wealth Partners Inc904
0.0% of portfolio›$85.2K
True Wealth Design, LLC892
0.0% of portfolio›$84.1K
GHP Investment Advisors, Inc.887
0.0% of portfolio›$83.6K
Cullen T Bankers, Inc.859
0.0% of portfolio›$80.9K
Essential Partners LLC807
0.0% of portfolio›$76.1K
US Bancorp \de\792
0.0% of portfolio›$74.6K
Global X Japan Co., Ltd.746
0.0% of portfolio›$70.3K
MassMutual Private Wealth & Trust, FSB739
0.0% of portfolio›$69.7K
Salomon & Ludwin, LLC712
0.0% of portfolio›$67.1K
Reyes Financial Architecture, Inc.652
0.0% of portfolio›$61.5K
Versant Capital Management, Inc587
0.0% of portfolio›$55.3K
IFP Advisors, Inc451
0.0% of portfolio›$42.5K
Covestor Ltd435
0.0% of portfolio›$41
Parallel Advisors, LLC329
0.0% of portfolio›$31.0K
Wolff Wiese Magana LLC300
0.0% of portfolio›$28.3K
Ascentis Independent Advisors290
0.0% of portfolio›$27.3K
Carolina Wealth Advisors, LLC277
0.0% of portfolio›$26.1K
Fortitude Family Office, LLC270
0.0% of portfolio›$25.4K
Bare Financial Services, Inc243
0.0% of portfolio›$22.9K
Lanark Financial, Inc.233
0.0% of portfolio›$22.0K
Root Financial Partners, LLC228
0.0% of portfolio›$21.5K
Larson Financial Group LLC223
0.0% of portfolio›$21.0K
Mitsubishi UFJ Asset Management Co., Ltd.207
0.0% of portfolio›$19.5K
First Horizon Corp201
0.0% of portfolio›$18.9K
JFS Wealth Advisors, LLC138
0.0% of portfolio›$13.0K
Parkside Financial Bank & Trust118
0.0% of portfolio›$11.1K
Acumen Wealth Advisors, LLC109
0.0% of portfolio›$10.3K
WPG Advisers, LLC78
0.0% of portfolio›$7.4K
Provenance Wealth Advisors, LLC77
0.0% of portfolio›$7.3K
Private Trust Co NA60
0.0% of portfolio›$5.7K
SBI Securities Co., Ltd.55
0.0% of portfolio›$5.2K
Farmers & Merchants Investments Inc52
0.0% of portfolio›$4.9K
TD Private Client Wealth LLC43
0.0% of portfolio›$4.1K
Silver Grove Financial Group, Inc.38
0.0% of portfolio›$3.6K
Hughes Financial Services, LLC33
0.0% of portfolio›$2.6K
CoreCap Advisors, LLC28
0.0% of portfolio›$2.6K
SJS Investment Consulting Inc.24
0.0% of portfolio›$2.3K
CX Institutional21
0.0% of portfolio›$2
Bell Investment Advisors, Inc21
0.0% of portfolio›$2.0K
Physician Wealth Advisors, Inc.14
0.0% of portfolio›$1.3K
Valley National Advisers Inc13
0.0% of portfolio›$1.2K
Proathlete Wealth Management LLC12
0.0% of portfolio›$1.1K
Gilpin Wealth Management, LLC10
0.0% of portfolio›$943
Kingdom Financial Group Llc.10
0.0% of portfolio›$956
Bay Harbor Wealth Management, LLC10
0.0% of portfolio›$945
Montag A & Associates Inc8
0.0% of portfolio›$746
Cedar Mountain Advisors, LLC8
0.0% of portfolio›$754
DiNuzzo Private Wealth, Inc.7
0.0% of portfolio›$660
DecisionPoint Financial, LLC6
0.0% of portfolio›$577
Ascentis Wealth Management, LLC5
0.0% of portfolio›$471
UMB Private Wealth Management, LLC5
0.0% of portfolio›$471
Y.D. More Investments Ltd5
0.0% of portfolio›$6
Signature Equity Partners, LLC4
0.0% of portfolio›$377
IMG Wealth Management, Inc.3
0.0% of portfolio›$283
Monetary Solutions, Ltd2
0.0% of portfolio›$189
Abound Wealth Management1
0.0% of portfolio›$95
Financial Consulate, Inc0
0.0% of portfolio›$15
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,114,354$105.0M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
734,980$69.3M0.0%CoreLowNew York, NY2026-11-05
Copeland Capital Management, LLC
661,141$62.3M1.4%ValueMediumConshohocken, PA2026-10-13
Fort Washington Investment Advisors Inc
454,215$42.8M0.2%CoreLowCincinnati, OH2026-10-15
Principal Financial Group Inc
375,365$35.4M0.0%CoreLowDes Moines, IA2026-11-02
Daiwa Securities Group Inc.
278,869$26.3M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Perpetual Ltd
223,976$21.1M0.3%ValueMediumSydney, New South Wales, China2026-10-13
Counterpoint Mutual Funds LLC
116,536$11.0M0.9%Deep ValueVery HighSan Diego, CA2026-10-16
Bridge City Capital, LLC
113,017$10.7M2.2%ValueMediumLake Oswego, OR2026-10-29
OAK Ridge Investments LLC
99,460$9.4M0.6%MomentumMediumChicago, IL2026-10-30
Creative Planning
89,647$8.4M0.0%IndexVery LowOverland Park, KS2026-11-02
ProShare Advisors LLC
73,430$6.9M0.0%GrowthLowBethesda, MD2026-10-29
KBC Group NV
68,917$6.5K0.0%CoreMediumBrussels, Czech Republic2026-10-22
MacKenzie Financial Corp
68,307$6.4M0.0%CoreMediumToronto Ontario, Australia2026-11-02
GF Fund Management Co. Ltd.
68,133$6.4M0.1%Agg GrowthMediumGuangzhou, France2026-10-26
Citigroup Inc
65,766$6.2M0.0%CoreMediumNew York, NY2026-11-04
Commonwealth Equity Services, LLC
54,970$5.2M0.0%ETFLowWaltham, MA2026-11-02
New York State Teachers Retirement System
53,801$5.1K0.0%CoreVery LowAlbany, NY2026-10-22
Van Berkom & Associates Inc.
45,202$4.3M0.3%Deep ValueMediumMontreal, Austria2026-11-04
Thrivent Financial for Lutherans
45,082$4.2M0.0%GARPMediumMinneapolis, MN2026-11-05
Assetmark, Inc
41,449$3.9M0.0%ETFLowConcord, CA2026-10-21
Financiere des Professionnels - Fonds d'investissement inc.
28,127$2.7M0.2%GrowthHighMontreal, Austria2026-11-03
CWA Asset Management Group, LLC
27,157$2.6M0.1%CoreMediumNaples, FL2026-10-19
Fifth Third Bancorp
26,399$2.5M0.0%IndexVery LowCincinnati, OH2026-11-05
Illinois Municipal Retirement Fund
25,634$2.4M0.0%CoreMediumOak Brook, IL2026-11-05
Capital Investment Counsel, Inc
25,040$2.4M0.3%GrowthVery LowRaleigh, NC2026-10-20
Strs Ohio
24,500$2.3M0.0%CoreMediumColumbus, OH2026-10-30
Louisiana State Employees Retirement System
22,300$2.1M0.0%IndexLowBaton Rouge, LA2026-10-20
State of Alaska, Department of Revenue
21,205$2.0K0.0%CoreVery LowJuneau, AK2026-10-15
Cantor Fitzgerald Investment Advisors L.P.
20,500$1.9M0.1%YieldLowNew York, NY2026-10-21
Wealth Enhancement Advisory Services, LLC
20,370$1.9M0.0%CoreLowPlymouth, MN2026-10-13
Achmea Investment Management B.V.
18,198$1.7M0.0%CoreMediumZeist, Philippines2026-10-30
Summit Global Investments
17,168$1.6K0.0%CoreMediumBountiful, UT2026-10-28
State of New Jersey Common Pension Fund D
16,479$1.6M0.0%CoreLowTrenton, NJ2026-11-05
Arizona State Retirement System
14,376$1.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Fulcrum Asset Management LLP
14,029$1.3M0.1%CoreMediumLondon, United Kingdom2026-11-04
Amalgamated Bank
13,501$1.3K0.0%CoreVery LowNew York, NY2026-10-23
Total Wealth Planning & Management, Inc.
13,307$1.3M0.9%CoreMediumPonte Vedra Beach, FL2026-10-23
Yousif Capital Management, LLC
13,267$1.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Capstone Capital Management Ltd
12,999$1.2M0.5%GrowthVery HighHong Kong, South Korea2026-10-21
Centurion Wealth Management LLC
12,750$1.2M0.3%ETFMediumMclean, VA2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
12,329$1.2M0.0%CoreLowHarrisburg, PA2026-11-03
Sterling Capital Management LLC
11,877$1.1M0.0%GARPMediumCharlotte, NC2026-10-22
Oregon Public Employees Retirement Fund
11,759$1.1M0.0%IndexVery LowTigard, OR2026-10-30
Imc-Chicago, LLC
10,764$1.0M0.0%GARPVery HighChicago, IL2026-11-05
Smith Group Asset Management, LLC
10,143$956.0K0.1%GrowthLowDallas, TX2026-10-27
Harbor Capital Advisors, Inc.
9,286$8750.0%ValueHighChicago, IL2026-10-22
Truist Financial Corp
8,564$807.2K0.0%CoreLowCharlotte, NC2026-10-30
Virginia Retirement Systems ET Al
8,400$791.7K0.0%CoreMediumRichmond, VA2026-10-28
Pictet Asset Management Holding SA
7,650$721.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Ifrah Financial Services, Inc.
7,483$705.3K0.2%ETFLowLittle Rock, AR2026-10-13
VestGen Advisors, LLC
7,387$696.2K0.0%GrowthMediumChicago, IL2026-10-27
Penbrook Management LLC
7,100$669.2K0.4%CoreLowNew York, NY2026-10-16
AMI Asset Management Corp
6,911$651.4K0.0%GrowthMediumLos Angeles, CA2026-10-20
D.A. Davidson & Co.
6,750$636.2K0.0%CoreLowGreat Falls, MT2026-10-28
Bailard, Inc.
6,600$622.1K0.0%GrowthMediumFoster City, CA2026-10-13
Linden Thomas Advisory Services, LLC
6,241$588.2K0.0%CoreLowCharlotte, NC2026-10-19
Mutual of America Capital Management LLC
5,971$562.8K0.0%IndexLowNew York, NY2026-10-23
State of Wyoming
5,864$552.7K0.0%ValueHighCheyenne, WY2026-10-28
Swiss Life Asset Management Ltd
5,621$529.8K0.0%CoreLowZurich, Switzerland2026-11-03
Jackson Creek Investment Advisors LLC
5,590$527.0K0.4%ValueVery HighCastle Rock, CO2026-11-04
Y-Intercept (Hong Kong) Ltd
5,502$518.6K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,448$513.5K0.0%GrowthVery LowSeattle, WA2026-10-27
Contravisory Investment Management, Inc.
5,439$512.6K0.1%MomentumHighNorwell, MA2026-10-13
Axxion S.A.
5,287$498.3K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Vest Financial, LLC
5,083$479.1K0.0%ValueMediumMclean, VA2026-10-21
NLB Skladi, upravljanje premozenja, d.o.o.
5,000$471.3K0.0%GrowthLowLjubljana, Andorra2026-10-22
Vise Technologies, Inc.
4,934$465.1K0.0%IndexLowNew York, NY2026-10-29
Xponance LLC
4,923$464.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Caitong International Asset Management Co., Ltd
4,885$460.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Evergreen Capital Management LLC
4,837$456.8K0.0%GARPMediumBellevue, WA2026-10-23
CIBC Asset Management Inc
4,786$451.1K0.0%GARPLowToronto, South Africa2026-11-05
Teza Capital Management LLC
4,762$448.8K0.4%ValueHighAustin, TX2026-10-23
Mission Wealth Management, LP
4,474$421.7K0.0%ETFLowSanta Barbara, CA2026-10-15
Optimist Retirement Group LLC
4,449$419.3K0.2%ValueLowBellevue, WA2026-10-30
Focused Wealth Management, Inc
4,358$410.8K0.0%ETFLowNewburgh, NY2026-10-30
Ethic Inc.
4,268$402.3K0.0%CoreLowNew York, NY2026-11-03
Gamma Investing LLC
4,150$391.1K0.0%IndexVery LowFoster City, CA2026-10-08
Cambridge Investment Research Advisors, Inc.
4,019$3790.0%ETFLowFairfield, IA2026-11-02
Juncture Wealth Strategies, LLC
3,667$345.6K0.1%ETFLowScottsdale, AZ2026-10-06
EverSource Wealth Advisors, LLC
3,345$315.3K0.0%CoreMediumBirmingham, AL2026-11-04
Ashton Thomas Private Wealth, LLC
3,200$301.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Balboa Wealth Partners
3,122$294.2K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Impact Capital Partners LLC
3,103$292.5K0.1%GrowthLowGreenwood Village, CO2026-10-22
Central Pacific Bank - Trust Division
3,009$283.6K0.0%CoreMediumHonolulu, HI2026-10-06
Atria Investments, Inc
2,854$269.0K0.0%CoreMediumCharlotte, NC2026-10-15
Nisa Investment Advisors, LLC
2,837$268.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Kestra Advisory Services, LLC
2,694$253.9K0.0%CoreLowAustin, TX2026-11-02
Abel Hall, LLC
2,634$248.3K0.0%CoreMediumBaton Rouge, LA2026-10-19
Crossmark Global Holdings, Inc.
2,631$248.0K0.0%GARPMediumHouston, TX2026-10-21
Signaturefd, LLC
2,601$245.1K0.0%IndexLowAtlanta, GA2026-10-23
Profund Advisors LLC
2,365$222.9K0.0%GrowthLowBethesda, MD2026-10-29
Perigon Wealth Management, LLC
2,325$219.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Choreo, LLC
2,271$214.6K0.0%IndexLowRockford, IL2026-10-28
Sage Rhino Capital LLC
2,247$211.8K0.0%ETFLowMenlo Park, CA2026-10-28
Brighton Jones LLC
2,183$205.8K0.0%CoreVery LowSeattle, WA2026-11-03
TD Waterhouse Canada Inc.
1,520$145.9K0.0%CoreLowToronto, Australia2026-10-16
Pinnacle Wealth Planning Services, Inc.
1,472$138.7K0.0%GARPLowMansfield, OH2026-10-27
Bayforest Capital Ltd
1,206$113.7K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Farther Finance Advisors, LLC
1,039$97.9K0.0%IndexLowSan Francisco, CA2026-10-08
Gen-Wealth Partners Inc
904$85.2K0.0%CoreLowZeeland, MI2026-11-04
True Wealth Design, LLC
892$84.1K0.0%ETFMediumAkron, OH2026-10-13
GHP Investment Advisors, Inc.
887$83.6K0.0%CoreVery LowDenver, CO2026-10-15
Cullen T Bankers, Inc.
859$80.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Essential Partners LLC
807$76.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
US Bancorp \de\
792$74.6K0.0%IndexLowMinneapolis, MN2026-11-05
Global X Japan Co., Ltd.
746$70.3K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
MassMutual Private Wealth & Trust, FSB
739$69.7K0.0%CoreLowSpringfield, MA2026-10-05
Salomon & Ludwin, LLC
712$67.1K0.0%ETFVery LowRichmond, VA2026-10-29
Reyes Financial Architecture, Inc.
652$61.5K0.0%ETFVery HighSan Diego, CA2026-10-22
Versant Capital Management, Inc
587$55.3K0.0%GARPLowPhoenix, AZ2026-10-02
IFP Advisors, Inc
451$42.5K0.0%GrowthLowTampa, FL2026-10-16
Covestor Ltd
435$410.0%ValueHighLondon, United Kingdom2026-10-30
Parallel Advisors, LLC
329$31.0K0.0%IndexLowSan Francisco, CA2026-11-03
Wolff Wiese Magana LLC
300$28.3K0.0%GrowthLowCarslbad, CA2026-10-15
Ascentis Independent Advisors
290$27.3K0.0%ETFLowDallas, TX2026-11-03
Carolina Wealth Advisors, LLC
277$26.1K0.0%YieldHighMyrtle Beach, SC2026-10-23
Fortitude Family Office, LLC
270$25.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Bare Financial Services, Inc
243$22.9K0.0%ETFVery LowGap, PA2026-11-04
Lanark Financial, Inc.
233$22.0K0.0%CoreMediumBirmingham, AL2026-10-26
Root Financial Partners, LLC
228$21.5K0.0%ETFMediumEncinitas, CA2026-10-21
Larson Financial Group LLC
223$21.0K0.0%GrowthLowSt Louis, MO2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
207$19.5K0.0%IndexVery LowTokyo, Mexico2026-11-05
First Horizon Corp
201$18.9K0.0%CoreLowMemphis, TN2026-10-26
JFS Wealth Advisors, LLC
138$13.0K0.0%ETFVery LowHermitage, PA2026-11-03
Parkside Financial Bank & Trust
118$11.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Acumen Wealth Advisors, LLC
109$10.3K0.0%GrowthHighChattanooga, TN2026-11-05
WPG Advisers, LLC
78$7.4K0.0%CoreLowBaltimore, MD2026-10-27
Provenance Wealth Advisors, LLC
77$7.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Private Trust Co NA
60$5.7K0.0%CoreLowCleveland, OH2026-10-20
SBI Securities Co., Ltd.
55$5.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Farmers & Merchants Investments Inc
52$4.9K0.0%CoreVery LowLincoln, NE2026-10-22
TD Private Client Wealth LLC
43$4.1K0.0%ETFLowNew York, NY2026-10-28
Silver Grove Financial Group, Inc.
38$3.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Hughes Financial Services, LLC
33$2.6K0.0%ETFLowHerndon, VA2026-10-30
CoreCap Advisors, LLC
28$2.6K0.0%ETFMediumSouthfield, MI2026-10-08
SJS Investment Consulting Inc.
24$2.3K0.0%ETFVery LowSylvania, OH2026-10-26
CX Institutional
21$20.0%CoreMediumAuburn, IN2026-10-02
Bell Investment Advisors, Inc
21$2.0K0.0%ETFVery LowOrinda, CA2026-10-29
Physician Wealth Advisors, Inc.
14$1.3K0.0%ETFMediumMidvale, UT2026-10-20
Valley National Advisers Inc
13$1.2K0.0%ETFLowBethlehem, PA2026-10-23
Proathlete Wealth Management LLC
12$1.1K0.0%ETFVery LowBoca Raton, FL2026-10-15
Gilpin Wealth Management, LLC
10$9430.0%GrowthLowDenver, CO2026-10-09
Kingdom Financial Group Llc.
10$9560.0%ETFMediumPeoria, AZ2026-11-04
Bay Harbor Wealth Management, LLC
10$9450.0%ETFMediumHunt Valley, MD2026-11-03
Montag A & Associates Inc
8$7460.0%CoreLowAtlanta, GA2026-10-29
Cedar Mountain Advisors, LLC
8$7540.0%ETFVery LowLake Oswego, OR2026-10-15
DiNuzzo Private Wealth, Inc.
7$6600.0%ETFLowBeaver, PA2026-10-16
DecisionPoint Financial, LLC
6$5770.0%ETFVery LowMesa, AZ2026-10-27
Ascentis Wealth Management, LLC
5$4710.0%Agg GrowthLowDallas, TX2026-11-03
UMB Private Wealth Management, LLC
5$4710.0%GrowthN/AKansas City, MO2026-10-19
Y.D. More Investments Ltd
5$60.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Signature Equity Partners, LLC
4$3770.0%GrowthMediumColumbus, OH2026-10-29
IMG Wealth Management, Inc.
3$2830.0%ETFMediumJacksonville, FL2026-10-27
Monetary Solutions, Ltd
2$1890.0%ETFVery LowDayton, OH2026-10-22
Abound Wealth Management
1$950.0%ETFVery LowFranklin, TN2026-10-26
Financial Consulate, Inc
0$150.0%ETFLowHunt Valley, MD2026-10-23