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Leidos Holdings Inc (LDOS)

CUSIP: 525327102 | NYSE | Technology · Information Technology Services | Large Cap | 2338 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,302,145
0.1% of portfolio›$280.5M
Bank of New York Mellon Corp654,596
0.0% of portfolio›$79.7M
Allspring Global Investments Holdings, LLC547,330
0.1% of portfolio›$66.8M
Principal Financial Group Inc493,389
0.0% of portfolio›$60.1M
Mitsubishi UFJ Asset Management Co., Ltd.382,517
0.0% of portfolio›$46.6M
Citigroup Inc357,646
0.0% of portfolio›$43.6M
KBC Group NV310,617
0.0% of portfolio›$37.8K
Sumitomo Mitsui Trust Group, Inc.281,884
0.0% of portfolio›$34.3M
Atwood & Palmer Inc267,358
1.7% of portfolio›$32.6M
Pzena Investment Management LLC262,188
0.1% of portfolio›$31.9M
Thompson Siegel & Walmsley LLC215,953
0.0% of portfolio›$26.3K
Hennessy Advisors Inc210,800
1.0% of portfolio›$25.7M
Robeco Institutional Asset Management B.V.153,074
0.0% of portfolio›$18.6M
Seizert Capital Partners, LLC148,558
0.8% of portfolio›$18.1M
Daymark Wealth Partners, LLC132,571
0.4% of portfolio›$16.2M
New York State Teachers Retirement System114,213
0.0% of portfolio›$13.9K
Creative Planning102,034
0.0% of portfolio›$12.4M
Heritage Investors Management Corp98,457
0.0% of portfolio›$12.0K
CX Institutional95,712
0.3% of portfolio›$11.7K
Virginia Retirement Systems ET Al95,250
0.1% of portfolio›$11.6M
Running Oak Capital LLC84,809
1.7% of portfolio›$10.3M
Clear Harbor Asset Management, LLC76,564
0.5% of portfolio›$9.3M
Thomas Story & SON LLC70,775
3.0% of portfolio›$8.6M
Naples Global Advisors, LLC70,123
0.5% of portfolio›$8.5M
Wealth Enhancement Advisory Services, LLC68,636
0.0% of portfolio›$8.0M
Commonwealth Equity Services, LLC67,647
0.0% of portfolio›$8.2M
Gibraltar Capital Management, Inc.64,787
1.2% of portfolio›$7.9M
Consolidated Capital Management, LLC61,192
2.0% of portfolio›$7.5M
Aware Super Pty Ltd as trustee of Aware Super60,804
0.1% of portfolio›$7.4M
Wedge Capital Management L L P58,887
0.1% of portfolio›$7.2M
Howard Capital Management, LLC58,873
0.1% of portfolio›$7.2M
DekaBank Deutsche Girozentrale54,564
0.0% of portfolio›$6.8K
Asset Management One Co., Ltd.51,307
0.0% of portfolio›$6.3M
First Citizens Bank & Trust Co51,244
0.1% of portfolio›$6.2M
Leeward Investments, LLC - MA50,534
0.3% of portfolio›$6.2M
Pictet Asset Management Holding SA44,241
0.0% of portfolio›$5.4M
CIBC Asset Management Inc44,071
0.0% of portfolio›$5.4M
Achmea Investment Management B.V.42,999
0.0% of portfolio›$5.2M
Truist Financial Corp40,126
0.0% of portfolio›$4.9M
State of New Jersey Common Pension Fund D39,011
0.0% of portfolio›$4.8M
Fifth Third Bancorp38,094
0.0% of portfolio›$4.6M
State of Michigan Retirement System37,592
0.0% of portfolio›$4.6M
Czech National Bank36,057
0.0% of portfolio›$4.4M
Mirae Asset Global Investments Co., Ltd.33,455
0.0% of portfolio›$4.1M
Arizona State Retirement System32,636
0.0% of portfolio›$4.0M
Swiss Life Asset Management Ltd31,910
0.0% of portfolio›$3.9M
Klein Pavlis & Peasley Financial, Inc.30,908
1.9% of portfolio›$3.8M
ProShare Advisors LLC30,810
0.0% of portfolio›$3.8M
Y-Intercept (Hong Kong) Ltd30,722
0.1% of portfolio›$3.7M
PensionDanmark Pensionsforsikringsaktieselskab29,156
0.0% of portfolio›$3.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS27,725
0.0% of portfolio›$3.4M
Lipe & Dalton26,713
0.0% of portfolio›$3.3K
Oak Thistle LLC26,520
0.3% of portfolio›$3.2M
Marks Group Wealth Management, Inc26,381
0.3% of portfolio›$3.2M
Retirement Systems of Alabama26,318
0.0% of portfolio›$3.2M
State of Alaska, Department of Revenue24,416
0.0% of portfolio›$3.0K
Prospera Financial Services Inc23,974
0.0% of portfolio›$3.4M
Harel Insurance Investments & Financial Services Ltd.23,660
0.0% of portfolio›$2.9K
Neos Investment Management LLC23,258
0.0% of portfolio›$2.8M
Daiwa Securities Group Inc.22,633
0.0% of portfolio›$2.8M
Rakuten Investment Management, Inc.22,135
0.0% of portfolio›$2.7M
Ethic Inc.21,529
0.0% of portfolio›$2.6M
Regions Financial Corp21,528
0.0% of portfolio›$2.6M
Lido Advisors, LLC21,420
0.0% of portfolio›$2.6M
Amalgamated Bank21,118
0.0% of portfolio›$2.6K
Xponance LLC20,851
0.0% of portfolio›$2.5M
SEB Asset Management AB19,460
0.0% of portfolio›$2.4M
Apella Capital, LLC18,864
0.0% of portfolio›$2.1M
Bank Julius Baer & Co. Ltd, Zurich17,549
0.0% of portfolio›$2.1M
New York Life Investment Management LLC17,513
0.0% of portfolio›$2.1M
Cassaday & Co Wealth Management LLC16,487
0.0% of portfolio›$2.0M
Brookstone Capital Management16,430
0.0% of portfolio›$2.0M
UniSuper Management Pty Ltd16,048
0.0% of portfolio›$2.0M
Sumitomo Mitsui DS Asset Management Company, Ltd15,464
0.0% of portfolio›$1.9M
Oregon Public Employees Retirement Fund15,428
0.0% of portfolio›$1.9M
Vest Financial, LLC14,342
0.0% of portfolio›$1.7M
Cambridge Investment Research Advisors, Inc.14,000
0.0% of portfolio›$1.7K
Gateway Investment Advisers LLC13,955
0.0% of portfolio›$1.7M
HB Wealth Management, LLC13,365
0.0% of portfolio›$1.6M
Mutual of America Capital Management LLC12,810
0.0% of portfolio›$1.6M
Yousif Capital Management, LLC11,417
0.0% of portfolio›$1.4M
Kendall Capital Management10,910
0.2% of portfolio›$1.3M
Kestra Advisory Services, LLC10,674
0.0% of portfolio›$1.3M
Silver Lake Advisory, LLC10,390
0.5% of portfolio›$1.3M
Oppenheimer & Co Inc10,269
0.0% of portfolio›$1.3M
IFM Investors Pty Ltd10,267
0.0% of portfolio›$1.3M
Chapman Financial Group, LLC10,072
0.8% of portfolio›$1.2M
Gulf International Bank (UK) Ltd9,246
0.0% of portfolio›$1.1K
Directional Asset Management9,238
0.9% of portfolio›$1.1M
IFP Advisors, Inc9,018
0.0% of portfolio›$1.1M
Illinois Municipal Retirement Fund8,979
0.0% of portfolio›$1.1M
GHP Investment Advisors, Inc.8,976
0.0% of portfolio›$1.1M
Vise Technologies, Inc.8,906
0.0% of portfolio›$1.1M
Ag2r LA Mondiale Gestion D'actifs8,804
0.0% of portfolio›$1.1M
ABN Amro Investment Solutions7,982
0.0% of portfolio›$972.4K
Simplicity Wealth,LLC7,762
0.0% of portfolio›$945.7K
WealthTrust Asset Management, LLC7,308
0.5% of portfolio›$890.3K
J.M. Arbour, LLC7,097
0.7% of portfolio›$864.6K
AlphaCore Capital LLC6,926
0.0% of portfolio›$843.8K
Renaissance Investment Group LLC6,797
0.2% of portfolio›$828.0K
Hartford Investment Management Co6,779
0.0% of portfolio›$825.9K
Citizens Financial Group Inc6,661
0.0% of portfolio›$811.5K
US Bancorp \de\6,629
0.0% of portfolio›$807.6K
Nisa Investment Advisors, LLC6,465
0.0% of portfolio›$787.6K
Bokf, NA6,464
0.0% of portfolio›$787.5K
Etesian Wealth Advisors, Inc.6,365
0.2% of portfolio›$775.4K
Farther Finance Advisors, LLC6,218
0.0% of portfolio›$757.5K
Louisiana State Employees Retirement System6,200
0.0% of portfolio›$755.3K
Allegiance Financial Group Advisory Services LLC6,128
0.1% of portfolio›$746.5K
Retirement Planning Group, LLC6,066
0.0% of portfolio›$739.0K
Thrivent Financial for Lutherans6,029
0.0% of portfolio›$735
Brighton Jones LLC6,004
0.0% of portfolio›$731.5K
Leonteq Securities AG5,820
0.0% of portfolio›$709.1K
Alps Advisors Inc5,774
0.0% of portfolio›$703.4K
BI Asset Management Fondsmaeglerselskab A/S5,675
0.0% of portfolio›$691
Summit Wealth Group LLC / Co5,652
0.0% of portfolio›$688.6K
Tokio Marine Asset Management Co LTD5,312
0.0% of portfolio›$647.2K
Net Worth Advisory Group5,041
0.2% of portfolio›$614.9K
Plato Investment Management Ltd5,035
0.0% of portfolio›$615.8K
Apollon Wealth Management, LLC5,008
0.0% of portfolio›$610.1K
Union Bancaire Privee, UBP SA4,937
0.0% of portfolio›$515.7K
Concurrent Investment Advisors, LLC4,917
0.0% of portfolio›$599.1K
Kathmere Capital Management, LLC4,867
0.0% of portfolio›$593.0K
Gamma Investing LLC4,849
0.0% of portfolio›$590.8K
New Wave Wealth Advisors LLC4,830
0.2% of portfolio›$578.2K
Keeler Thomas Management LLC4,773
0.2% of portfolio›$581.5K
Richards, Merrill & Peterson, Inc.4,703
0.2% of portfolio›$573.0K
J. Safra Sarasin Holding AG4,674
0.0% of portfolio›$569.4K
Syntax Research, Inc.4,590
0.4% of portfolio›$559.2K
Generali Asset Management SPA SGR4,552
0.0% of portfolio›$554.6K
Wright Investors Service Inc4,510
0.2% of portfolio›$549.5K
Sage Mountain Advisors LLC4,455
0.0% of portfolio›$542.8K
Fideuram Asset Management (Ireland) dac4,428
0.0% of portfolio›$597.2K
Chicago Partners Investment Group LLC4,369
0.0% of portfolio›$594.5K
Xcel Wealth Management, LLC4,309
0.1% of portfolio›$525.0K
MacKenzie Financial Corp4,204
0.0% of portfolio›$512.2K
Legacy Wealth Management, LLC / MS4,200
0.2% of portfolio›$511.7K
Citadel Investment Advisory, Inc.4,102
0.2% of portfolio›$500.0K
Cullinan Associates Inc4,000
0.0% of portfolio›$487.3K
Krilogy Financial LLC3,973
0.0% of portfolio›$483.1K
Ascent Group, LLC3,938
0.0% of portfolio›$479.8K
J.W. Cole Advisors, Inc.3,861
0.0% of portfolio›$470.3K
North Dakota State Investment Board3,838
0.0% of portfolio›$467.6K
Assenagon Asset Management S.A.3,788
0.0% of portfolio›$461.5K
Tritonpoint Wealth, LLC3,761
0.0% of portfolio›$458.2K
Curated Wealth Partners LLC3,696
0.0% of portfolio›$450.3K
Luts & Greenleigh Group, Inc.3,662
0.3% of portfolio›$446.1K
Clark Financial Services Group Inc3,631
0.2% of portfolio›$442.3K
Sterling Capital Management LLC3,622
0.0% of portfolio›$441.3K
HUB Investment Partners, LLC3,548
0.0% of portfolio›$432.3K
Atria Investments, Inc3,511
0.0% of portfolio›$427.8K
Somerset Trust Co3,465
0.1% of portfolio›$422.1K
Spire Wealth Management3,452
0.0% of portfolio›$420.6K
Strs Ohio3,418
0.0% of portfolio›$416.4K
Axxcess Wealth Management, LLC3,308
0.0% of portfolio›$403.0K
Triad Wealth Partners, LLC3,295
0.0% of portfolio›$401.4K
Purus Wealth Management, LLC3,289
0.1% of portfolio›$400.7K
PMG Family Office LLC3,272
0.4% of portfolio›$398.6K
StoneRidge PMG Advisors, LLC3,149
0.0% of portfolio›$384
Applied Finance Capital Management, LLC3,147
0.0% of portfolio›$383.4K
Childress Capital Advisors, LLC3,143
0.1% of portfolio›$382.9K
V-Square Quantitative Management LLC2,969
0.0% of portfolio›$361.7K
Capital Investment Advisors, LLC2,920
0.0% of portfolio›$355.8K
B. Metzler seel. Sohn & Co. AG2,883
0.0% of portfolio›$351.2K
Mather Group, Llc.2,828
0.0% of portfolio›$344.5K
GFG Capital, LLC2,801
0.1% of portfolio›$341.2K
Compound Planning, Inc.2,746
0.0% of portfolio›$334.6K
Bond & Devick Financial Network, Inc.2,705
0.1% of portfolio›$329.6K
StoneX Group Inc.2,666
0.0% of portfolio›$338.3K
Tema Etfs LLC2,651
0.0% of portfolio›$323.0K
Colonial River Investments, LLC2,631
0.1% of portfolio›$320.5K
Assetmark, Inc2,622
0.0% of portfolio›$319.5K
Gallacher Capital Management LLC2,616
0.3% of portfolio›$318.7K
Philadelphia Trust Co2,610
0.0% of portfolio›$318
Busey Bank2,577
0.0% of portfolio›$313.9K
Larson Financial Group LLC2,572
0.0% of portfolio›$313.4K
Define Financial, LLC2,487
0.1% of portfolio›$303.0K
CJM Wealth Advisers, Ltd.2,474
0.1% of portfolio›$301.4K
Kestra Private Wealth Services, LLC2,428
0.0% of portfolio›$295.8K
Exchange Traded Concepts, LLC2,313
0.0% of portfolio›$281.8K
Park Avenue Securities LLC2,289
0.0% of portfolio›$279
Abel Hall, LLC2,260
0.0% of portfolio›$275.4K
Bestgate Wealth Advisors, LLC2,240
0.2% of portfolio›$272.9K
Viewpoint Investment Partners Corp2,200
0.1% of portfolio›$268.0K
Wilsey Asset Management Inc2,197
0.0% of portfolio›$267.7K
Insight Wealth Strategies, LLC2,157
0.0% of portfolio›$262.8K
Elevation Point Wealth Partners, LLC2,111
0.0% of portfolio›$250.9K
AdvisorNet Financial, Inc1,999
0.0% of portfolio›$241.1K
Wealthcare Capital Partners, LLC1,989
0.1% of portfolio›$242.3K
Perigon Wealth Management, LLC1,978
0.0% of portfolio›$241.0K
Signal Advisors Wealth, LLC1,968
0.0% of portfolio›$239.7K
NorthCrest Asset Manangement, LLC1,950
0.0% of portfolio›$232.5K
Partners Wealth Management, LLC1,944
0.0% of portfolio›$236.8K
D.A. Davidson & Co.1,926
0.0% of portfolio›$234.6K
Soltis Investment Advisors LLC1,909
0.0% of portfolio›$232.5K
Claro Advisors Inc.1,882
0.0% of portfolio›$229.3K
MBL Wealth, LLC1,875
0.0% of portfolio›$228.4K
Aprio Wealth Management, LLC1,854
0.0% of portfolio›$225.9K
XXI Wealth, LLC1,850
0.1% of portfolio›$225.4K
Evergreen Capital Management LLC1,841
0.0% of portfolio›$224.3K
Alhambra Investment Management LLC1,825
0.1% of portfolio›$222.3K
Keybank National Association1,823
0.0% of portfolio›$222.1K
Signaturefd, LLC1,752
0.0% of portfolio›$213.4K
Kaizen Financial Strategies1,742
0.1% of portfolio›$212.2K
Financial Council, LLC1,707
0.1% of portfolio›$208.0K
Wedmont Private Capital1,697
0.0% of portfolio›$202.4K
Milestone Asset Management, LLC1,686
0.0% of portfolio›$205.4K
Covestor Ltd1,683
0.0% of portfolio›$205
OpenArc Corporate Advisory, LLC1,655
0.0% of portfolio›$201.6K
EverSource Wealth Advisors, LLC1,653
0.0% of portfolio›$201.4K
Ellerson Group Inc1,519
0.1% of portfolio›$204.6K
Blue Trust, Inc.1,491
0.0% of portfolio›$181.7K
Parallel Advisors, LLC1,391
0.0% of portfolio›$169.5K
Copeland Capital Management, LLC1,327
0.0% of portfolio›$161.7K
SJS Investment Consulting Inc.1,311
0.0% of portfolio›$159.7K
MeadowBrook Investment Advisors LLC1,250
0.1% of portfolio›$168.4K
Plante Moran Financial Advisors, LLC1,224
0.0% of portfolio›$149.1K
J.Safra Asset Management Corp1,133
0.0% of portfolio›$138.0K
Key FInancial Inc1,041
0.0% of portfolio›$126.8K
Essential Partners LLC1,013
0.1% of portfolio›$123.4K
Laurel Wealth Advisors LLC1,000
0.0% of portfolio›$121.8K
Lanark Financial, Inc.992
0.0% of portfolio›$120.9K
Wilmington Savings Fund Society, FSB963
0.0% of portfolio›$117.3K
Bank of New Hampshire931
0.0% of portfolio›$113.4K
Pension & Wealth Management Advisors, Inc.898
0.0% of portfolio›$109.4K
Provenance Wealth Advisors, LLC897
0.0% of portfolio›$109.3K
Root Financial Partners, LLC869
0.0% of portfolio›$105.9K
Parkside Financial Bank & Trust744
0.0% of portfolio›$90.6K
AXS Investments LLC600
0.0% of portfolio›$73.1K
Golden State Wealth Management, LLC559
0.0% of portfolio›$68.1K
Chung Wu Investment Group, LLC550
0.0% of portfolio›$67.0K
True Wealth Design, LLC538
0.0% of portfolio›$65.5K
Independence Bank of Kentucky517
0.0% of portfolio›$63.0K
Heritage Family Offices, LLP508
0.0% of portfolio›$61.9K
Bfsg, LLC500
0.0% of portfolio›$60.9K
TD Private Client Wealth LLC492
0.0% of portfolio›$59.9K
Financial Consulate, Inc471
0.0% of portfolio›$57.4K
Pinnacle Wealth Planning Services, Inc.451
0.0% of portfolio›$54.9K
Cromwell Holdings LLC447
0.0% of portfolio›$54.5K
SBI Securities Co., Ltd.417
0.0% of portfolio›$50.8K
Elyxium Wealth, LLC402
0.0% of portfolio›$49.0K
Southern Michigan Bank & Trust400
0.0% of portfolio›$48.7K
Vision Financial Markets LLC394
0.0% of portfolio›$48.3K
Reap Financial Group, LLC385
0.0% of portfolio›$46.9K
Fortitude Family Office, LLC370
0.0% of portfolio›$45.1K
Deseret Mutual Benefit Administrators354
0.0% of portfolio›$43.1K
Rakuten Securities, Inc.336
0.0% of portfolio›$40.9K
Wilkerson Advisory Group LLC304
0.0% of portfolio›$37.0K
Cedar Mountain Advisors, LLC286
0.0% of portfolio›$34.8K
First Horizon Corp246
0.0% of portfolio›$30.0K
MassMutual Private Wealth & Trust, FSB241
0.0% of portfolio›$29.4K
Kelleher Financial Advisors241
0.0% of portfolio›$29.4K
Cullen T Bankers, Inc.240
0.0% of portfolio›$29.2K
Ascentis Independent Advisors222
0.0% of portfolio›$27.0K
Capital Advisors, Ltd. LLC212
0.0% of portfolio›$26
WPG Advisers, LLC202
0.0% of portfolio›$24.6K
Silver Grove Financial Group, Inc.198
0.0% of portfolio›$24.1K
Hazlett, Burt & Watson, Inc.197
0.0% of portfolio›$24
Owl Creek Wealth Partners LLC195
0.0% of portfolio›$23.8K
Private Wealth Management Group, LLC188
0.0% of portfolio›$22.9K
Byrne Asset Management LLC186
0.0% of portfolio›$22.7K
University of Texas S AM Investment Management Co180
0.0% of portfolio›$21.9K
Marshall & Sterling Wealth Advisors Inc.173
0.0% of portfolio›$21.0K
Raleigh Capital Management Inc.168
0.0% of portfolio›$20.4K
Hilton Head Capital Partners, LLC155
0.0% of portfolio›$18.9K
Eastern Bank139
0.0% of portfolio›$16.9K
Private Trust Co NA133
0.0% of portfolio›$16.2K
First Pacific Financial128
0.0% of portfolio›$15.6K
Birch Financial Group, LLC126
0.0% of portfolio›$15.3K
Cape Investment Advisory, Inc.126
0.0% of portfolio›$15.4K
First United Bank & Trust126
0.0% of portfolio›$15.4K
City Holding Co125
0.0% of portfolio›$15.2K
MV Capital Management, Inc.124
0.0% of portfolio›$15.1K
Ares Financial Consulting, LLC123
0.0% of portfolio›$15.0K
Latitude Advisors, LLC121
0.0% of portfolio›$14.8K
JFS Wealth Advisors, LLC118
0.0% of portfolio›$14.4K
Highline Wealth Partners LLC117
0.0% of portfolio›$14.3K
CoreCap Advisors, LLC112
0.0% of portfolio›$13.6K
Tributary Capital Management, LLC107
0.0% of portfolio›$13.0K
Signature Equity Partners, LLC103
0.0% of portfolio›$12.5K
Manchester Capital Management LLC102
0.0% of portfolio›$12.4K
Harbor Investment Advisory, LLC98
0.0% of portfolio›$11.9K
Versant Capital Management, Inc98
0.0% of portfolio›$11.9K
Pinnacle Bancorp, Inc.96
0.0% of portfolio›$11.7K
TD Waterhouse Canada Inc.93
0.0% of portfolio›$11.3K
Farmers & Merchants Investments Inc89
0.0% of portfolio›$10.8K
Wealth Analytics Partners, LLC84
0.0% of portfolio›$10.2K
Entrust Financial LLC79
0.0% of portfolio›$9.6K
Jnba Financial Advisors66
0.0% of portfolio›$8.0K
Global Trust Asset Management, LLC55
0.0% of portfolio›$6.7K
Ascentis Wealth Management, LLC52
0.0% of portfolio›$6.3K
TFC Financial Management, Inc.50
0.0% of portfolio›$6.1K
Financial Network Wealth Advisors LLC50
0.0% of portfolio›$6.1K
Nfsg Corp49
0.0% of portfolio›$5.9K
Grove Bank & Trust47
0.0% of portfolio›$5.7K
Polaris Financial Partners47
0.0% of portfolio›$6
Marquette Asset Management, LLC42
0.0% of portfolio›$5.1K
Center for Financial Planning, Inc.40
0.0% of portfolio›$4.9K
Kennebec Savings Bank38
0.0% of portfolio›$4.6K
CGC Financial Services, LLC32
0.0% of portfolio›$3.9K
IMG Wealth Management, Inc.31
0.0% of portfolio›$3.8K
UMB Private Wealth Management, LLC30
0.0% of portfolio›$3.7K
Toth Financial Advisory Corp30
0.0% of portfolio›$3.7K
Bay Harbor Wealth Management, LLC28
0.0% of portfolio›$3.4K
Elevation Wealth Partners, LLC28
0.0% of portfolio›$3.4K
Hughes Financial Services, LLC27
0.0% of portfolio›$3.8K
Asset Dedication, LLC26
0.0% of portfolio›$3.2K
Trust Co of Vermont26
0.0% of portfolio›$3.2K
Bare Financial Services, Inc25
0.0% of portfolio›$3.0K
Hurley Capital, LLC25
0.0% of portfolio›$3.0K
Aspect Partners, LLC24
0.0% of portfolio›$2.9K
Rossby Financial, LCC24
0.0% of portfolio›$2.9K
Moisand Fitzgerald Tamayo, LLC23
0.0% of portfolio›$2.8K
Bell Investment Advisors, Inc22
0.0% of portfolio›$2.7K
Pacifica Partners Inc.20
0.0% of portfolio›$2.4K
Retirement Wealth Solutions LLC19
0.0% of portfolio›$2.3K
Sunrise Financial Services, LLC19
0.0% of portfolio›$2.3K
Avion Wealth19
0.0% of portfolio›$2
Foster Dykema Cabot & Partners, LLC18
0.0% of portfolio›$2.2K
Armstrong Advisory Group, Inc17
0.0% of portfolio›$2.1K
West Paces Advisors Inc.17
0.0% of portfolio›$2.1K
Mascoma Wealth Management LLC17
0.0% of portfolio›$2.1K
William Mack & Associates, Inc.16
0.0% of portfolio›$2.0K
Princeton Global Asset Management LLC14
0.0% of portfolio›$1.7K
Torren Management, LLC13
0.0% of portfolio›$1.6K
Caitong International Asset Management Co., Ltd12
0.0% of portfolio›$1.5K
DiNuzzo Private Wealth, Inc.12
0.0% of portfolio›$1.5K
Albion Financial Group10
0.0% of portfolio›$1.2K
Planning Strategies Inc.8
0.0% of portfolio›$975
Gilpin Wealth Management, LLC8
0.0% of portfolio›$975
Quaker Wealth Management, LLC8
0.0% of portfolio›$975
Triumph Capital Management7
0.0% of portfolio›$853
Financial Management Professionals, Inc.7
0.0% of portfolio›$853
St. Johns Investment Management Company, LLC7
0.0% of portfolio›$853
Creative Capital Management Investments LLC7
0.0% of portfolio›$853
Tounjian Advisory Partners, LLC6
0.0% of portfolio›$731
American Capital Advisory, LLC6
0.0% of portfolio›$731
Nemes Rush Group LLC6
0.0% of portfolio›$731
Nvwm, LLC6
0.0% of portfolio›$731
DecisionPoint Financial, LLC5
0.0% of portfolio›$610
Maseco LLP5
0.0% of portfolio›$609
Physician Wealth Advisors, Inc.4
0.0% of portfolio›$488
Arlington Trust Co LLC4
0.0% of portfolio›$487
James T. Borello RIA4
0.0% of portfolio›$487
Strengthening Families & Communities, LLC3
0.0% of portfolio›$365
Davis Capital Management3
0.0% of portfolio›$365
Align Financial, LLC3
0.0% of portfolio›$365
Abound Wealth Management3
0.0% of portfolio›$368
Clark Wealth Partners2
0.0% of portfolio›$244
Valley National Advisers Inc2
0.0% of portfolio›$244
NorthAvenue LLC1
0.0% of portfolio›$122
Evermay Wealth Management LLC1
0.0% of portfolio›$122
Maryland Capital Advisors Inc.1
0.0% of portfolio›$122
3 Factor Indexing, LLC1
0.0% of portfolio›$122
Strategic Advocates LLC1
0.0% of portfolio›$122
Signature Resources Capital Management, LLC1
0.0% of portfolio›$122
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,302,145$280.5M0.1%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
654,596$79.7M0.0%CoreLowNew York, NY2026-11-05
Allspring Global Investments Holdings, LLC
547,330$66.8M0.1%CoreMediumCharlotte, NC2026-11-04
Principal Financial Group Inc
493,389$60.1M0.0%CoreLowDes Moines, IA2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
382,517$46.6M0.0%IndexVery LowTokyo, Mexico2026-11-05
Citigroup Inc
357,646$43.6M0.0%CoreMediumNew York, NY2026-11-04
KBC Group NV
310,617$37.8K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Sumitomo Mitsui Trust Group, Inc.
281,884$34.3M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Atwood & Palmer Inc
267,358$32.6M1.7%CoreVery LowKansas City, MO2026-10-08
Pzena Investment Management LLC
262,188$31.9M0.1%Deep ValueMediumNew York, NY2026-10-30
Thompson Siegel & Walmsley LLC
215,953$26.3K0.0%Deep ValueMediumRichmond, VA2026-11-05
Hennessy Advisors Inc
210,800$25.7M1.0%Deep ValueMediumNovato, CA2026-10-28
Robeco Institutional Asset Management B.V.
153,074$18.6M0.0%CoreMediumRotterdam, Philippines2026-10-20
Seizert Capital Partners, LLC
148,558$18.1M0.8%ValueMediumBirmingham, MI2026-10-30
Daymark Wealth Partners, LLC
132,571$16.2M0.4%CoreLowCincinnati, OH2026-11-04
New York State Teachers Retirement System
114,213$13.9K0.0%CoreVery LowAlbany, NY2026-10-22
Creative Planning
102,034$12.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Heritage Investors Management Corp
98,457$12.0K0.0%CoreVery LowBethesda, MD2026-10-29
CX Institutional
95,712$11.7K0.3%CoreMediumAuburn, IN2026-10-02
Virginia Retirement Systems ET Al
95,250$11.6M0.1%CoreMediumRichmond, VA2026-10-28
Running Oak Capital LLC
84,809$10.3M1.7%ValueLowEdina, MN2026-11-04
Clear Harbor Asset Management, LLC
76,564$9.3M0.5%CoreLowStamford, CT2026-11-05
Thomas Story & SON LLC
70,775$8.6M3.0%CoreVery LowCulver, IN2026-10-13
Naples Global Advisors, LLC
70,123$8.5M0.5%CoreVery LowNaples, FL2026-11-05
Wealth Enhancement Advisory Services, LLC
68,636$8.0M0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
67,647$8.2M0.0%ETFLowWaltham, MA2026-11-02
Gibraltar Capital Management, Inc.
64,787$7.9M1.2%CoreLowTulsa, OK2026-10-27
Consolidated Capital Management, LLC
61,192$7.5M2.0%GrowthHighBurbank, CA2026-10-13
Aware Super Pty Ltd as trustee of Aware Super
60,804$7.4M0.1%GrowthMediumSydney, China2026-10-30
Wedge Capital Management L L P
58,887$7.2M0.1%ValueMediumCharlotte, NC2026-10-13
Howard Capital Management, LLC
58,873$7.2M0.1%ETFHighAlpharetta, GA2026-10-16
DekaBank Deutsche Girozentrale
54,564$6.8K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Asset Management One Co., Ltd.
51,307$6.3M0.0%IndexVery LowTokyo, Mexico2026-10-27
First Citizens Bank & Trust Co
51,244$6.2M0.1%CoreMediumRaleigh, NC2026-10-14
Leeward Investments, LLC - MA
50,534$6.2M0.3%Deep ValueLowBoston, MA2026-10-23
Pictet Asset Management Holding SA
44,241$5.4M0.0%GrowthMediumCarouge, Switzerland2026-11-03
CIBC Asset Management Inc
44,071$5.4M0.0%GARPLowToronto, South Africa2026-11-05
Achmea Investment Management B.V.
42,999$5.2M0.0%CoreMediumZeist, Philippines2026-10-30
Truist Financial Corp
40,126$4.9M0.0%CoreLowCharlotte, NC2026-10-30
State of New Jersey Common Pension Fund D
39,011$4.8M0.0%CoreLowTrenton, NJ2026-11-05
Fifth Third Bancorp
38,094$4.6M0.0%IndexVery LowCincinnati, OH2026-11-05
State of Michigan Retirement System
37,592$4.6M0.0%IndexLowEast Lansing, MI2026-10-27
Czech National Bank
36,057$4.4M0.0%IndexVery LowPrague, Bahrain2026-10-13
Mirae Asset Global Investments Co., Ltd.
33,455$4.1M0.0%GrowthLowSeoul, Malaysia2026-11-03
Arizona State Retirement System
32,636$4.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
Swiss Life Asset Management Ltd
31,910$3.9M0.0%CoreLowZurich, Switzerland2026-11-03
Klein Pavlis & Peasley Financial, Inc.
30,908$3.8M1.9%ValueMediumIrvine, CA2026-10-13
ProShare Advisors LLC
30,810$3.8M0.0%GrowthLowBethesda, MD2026-10-29
Y-Intercept (Hong Kong) Ltd
30,722$3.7M0.1%ValueVery HighHong Kong, South Korea2026-10-16
PensionDanmark Pensionsforsikringsaktieselskab
29,156$3.6M0.0%IndexLowCopenhagen O, Greece2026-10-19
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
27,725$3.4M0.0%CoreLowHarrisburg, PA2026-11-03
Lipe & Dalton
26,713$3.3K0.0%CoreLowSyracuse, NY2026-10-15
Oak Thistle LLC
26,520$3.2M0.3%ValueVery HighNew York, NY2026-10-21
Marks Group Wealth Management, Inc
26,381$3.2M0.3%CoreMediumMinnetonka, MN2026-11-05
Retirement Systems of Alabama
26,318$3.2M0.0%IndexLowMontgomery, AL2026-11-04
State of Alaska, Department of Revenue
24,416$3.0K0.0%CoreVery LowJuneau, AK2026-10-15
Prospera Financial Services Inc
23,974$3.4M0.0%CoreMediumDallas, TX2026-11-04
Harel Insurance Investments & Financial Services Ltd.
23,660$2.9K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Neos Investment Management LLC
23,258$2.8M0.0%IndexVery LowWestport, CT2026-11-04
Daiwa Securities Group Inc.
22,633$2.8M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Rakuten Investment Management, Inc.
22,135$2.7M0.0%ETFMediumTokyo, Mexico2026-10-30
Ethic Inc.
21,529$2.6M0.0%CoreLowNew York, NY2026-11-03
Regions Financial Corp
21,528$2.6M0.0%CoreLowBirmingham, AL2026-11-05
Lido Advisors, LLC
21,420$2.6M0.0%GrowthLowLos Angeles, CA2026-11-04
Amalgamated Bank
21,118$2.6K0.0%CoreVery LowNew York, NY2026-10-23
Xponance LLC
20,851$2.5M0.0%IndexVery LowPhiladelphia, PA2026-11-03
SEB Asset Management AB
19,460$2.4M0.0%CoreN/AStockholm, Sweden2026-11-04
Apella Capital, LLC
18,864$2.1M0.0%ETFVery LowWest Hartford, CT2026-10-08
Bank Julius Baer & Co. Ltd, Zurich
17,549$2.1M0.0%GrowthMediumZurich, Switzerland2026-10-29
New York Life Investment Management LLC
17,513$2.1M0.0%GrowthLowNew York, NY2026-11-04
Cassaday & Co Wealth Management LLC
16,487$2.0M0.0%ETFVery LowMclean, VA2026-10-27
Brookstone Capital Management
16,430$2.0M0.0%ETFMediumWheaton, IL2026-10-22
UniSuper Management Pty Ltd
16,048$2.0M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Sumitomo Mitsui DS Asset Management Company, Ltd
15,464$1.9M0.0%IndexVery LowTokyo, Mexico2026-10-20
Oregon Public Employees Retirement Fund
15,428$1.9M0.0%IndexVery LowTigard, OR2026-10-30
Vest Financial, LLC
14,342$1.7M0.0%ValueMediumMclean, VA2026-10-21
Cambridge Investment Research Advisors, Inc.
14,000$1.7K0.0%ETFLowFairfield, IA2026-11-02
Gateway Investment Advisers LLC
13,955$1.7M0.0%GrowthLowCincinnati, OH2026-10-13
HB Wealth Management, LLC
13,365$1.6M0.0%IndexVery LowAtlanta, GA2026-10-23
Mutual of America Capital Management LLC
12,810$1.6M0.0%IndexLowNew York, NY2026-10-23
Yousif Capital Management, LLC
11,417$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Kendall Capital Management
10,910$1.3M0.2%GARPLowRockville, MD2026-10-23
Kestra Advisory Services, LLC
10,674$1.3M0.0%CoreLowAustin, TX2026-11-02
Silver Lake Advisory, LLC
10,390$1.3M0.5%CoreLowCottonwood Heights, UT2026-10-22
Oppenheimer & Co Inc
10,269$1.3M0.0%CoreLowNew York, NY2026-10-26
IFM Investors Pty Ltd
10,267$1.3M0.0%IndexVery LowMelbourne, China2026-10-14
Chapman Financial Group, LLC
10,072$1.2M0.8%CoreVery LowHonolulu, HI2026-10-26
Gulf International Bank (UK) Ltd
9,246$1.1K0.0%CoreVery LowLondon, United Kingdom2026-10-20
Directional Asset Management
9,238$1.1M0.9%CoreLowArlington Heights, IL2026-10-22
IFP Advisors, Inc
9,018$1.1M0.0%GrowthLowTampa, FL2026-10-16
Illinois Municipal Retirement Fund
8,979$1.1M0.0%CoreMediumOak Brook, IL2026-11-05
GHP Investment Advisors, Inc.
8,976$1.1M0.0%CoreVery LowDenver, CO2026-10-15
Vise Technologies, Inc.
8,906$1.1M0.0%IndexLowNew York, NY2026-10-29
Ag2r LA Mondiale Gestion D'actifs
8,804$1.1M0.0%GrowthLowParis, India2026-10-26
ABN Amro Investment Solutions
7,982$972.4K0.0%GrowthLowParis Cedex 008, India2026-10-21
Simplicity Wealth,LLC
7,762$945.7K0.0%ETFLowSummit, NJ2026-10-23
WealthTrust Asset Management, LLC
7,308$890.3K0.5%GARPMediumDestin, FL2026-10-22
J.M. Arbour, LLC
7,097$864.6K0.7%CoreHighGardiner, ME2026-11-05
AlphaCore Capital LLC
6,926$843.8K0.0%ETFLowLa Jolla, CA2026-11-04
Renaissance Investment Group LLC
6,797$828.0K0.2%GrowthLowLenox, MA2026-10-28
Hartford Investment Management Co
6,779$825.9K0.0%IndexVery LowHartford, CT2026-11-04
Citizens Financial Group Inc
6,661$811.5K0.0%GrowthLowProvidence, RI2026-10-23
US Bancorp \de\
6,629$807.6K0.0%IndexLowMinneapolis, MN2026-11-05
Nisa Investment Advisors, LLC
6,465$787.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Bokf, NA
6,464$787.5K0.0%CoreLowTulsa, OK2026-10-27
Etesian Wealth Advisors, Inc.
6,365$775.4K0.2%ETFLowWest Linn, OR2026-10-27
Farther Finance Advisors, LLC
6,218$757.5K0.0%IndexLowSan Francisco, CA2026-10-08
Louisiana State Employees Retirement System
6,200$755.3K0.0%IndexLowBaton Rouge, LA2026-10-20
Allegiance Financial Group Advisory Services LLC
6,128$746.5K0.1%ETFLowVienna, VA2026-11-02
Retirement Planning Group, LLC
6,066$739.0K0.0%ETFVery LowLeawood, KS2026-10-19
Thrivent Financial for Lutherans
6,029$7350.0%GARPMediumMinneapolis, MN2026-11-05
Brighton Jones LLC
6,004$731.5K0.0%CoreVery LowSeattle, WA2026-11-03
Leonteq Securities AG
5,820$709.1K0.0%CoreHighZurich, Switzerland2026-10-29
Alps Advisors Inc
5,774$703.4K0.0%YieldLowDenver, CO2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
5,675$6910.0%CoreMediumKobenhavn, Greece2026-10-22
Summit Wealth Group LLC / Co
5,652$688.6K0.0%ETFHighColorado Springs, CO2026-10-29
Tokio Marine Asset Management Co LTD
5,312$647.2K0.0%GrowthLowTokyo, Mexico2026-10-26
Net Worth Advisory Group
5,041$614.9K0.2%GARPMediumSandy, UT2026-10-20
Plato Investment Management Ltd
5,035$615.8K0.0%CoreLowSydney, China2026-11-05
Apollon Wealth Management, LLC
5,008$610.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Union Bancaire Privee, UBP SA
4,937$515.7K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Concurrent Investment Advisors, LLC
4,917$599.1K0.0%GrowthMediumTampa, FL2026-10-16
Kathmere Capital Management, LLC
4,867$593.0K0.0%ETFLowWayne, PA2026-10-20
Gamma Investing LLC
4,849$590.8K0.0%IndexVery LowFoster City, CA2026-10-08
New Wave Wealth Advisors LLC
4,830$578.2K0.2%CoreMediumSpringdale, AR2026-10-19
Keeler Thomas Management LLC
4,773$581.5K0.2%CoreHighOrem, UT2026-10-29
Richards, Merrill & Peterson, Inc.
4,703$573.0K0.2%GrowthLowSpokane, WA2026-10-19
J. Safra Sarasin Holding AG
4,674$569.4K0.0%CoreMediumBasel, Switzerland2026-10-26
Syntax Research, Inc.
4,590$559.2K0.4%ETFMediumBoca Raton, FL2026-11-04
Generali Asset Management SPA SGR
4,552$554.6K0.0%CoreLowTrieste, Latvia2026-10-26
Wright Investors Service Inc
4,510$549.5K0.2%GrowthMediumShelton, CT2026-11-02
Sage Mountain Advisors LLC
4,455$542.8K0.0%ETFLowAtlanta, GA2026-11-02
Fideuram Asset Management (Ireland) dac
4,428$597.2K0.0%CoreHighDublin 1, Lithuania2026-10-29
Chicago Partners Investment Group LLC
4,369$594.5K0.0%GARPLowChicago, IL2026-10-27
Xcel Wealth Management, LLC
4,309$525.0K0.1%CoreMediumHolly Hill, FL2026-10-26
MacKenzie Financial Corp
4,204$512.2K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Legacy Wealth Management, LLC / MS
4,200$511.7K0.2%GrowthLowRidgeland, MS2026-10-30
Citadel Investment Advisory, Inc.
4,102$500.0K0.2%ValueVery LowChesterland, OH2026-10-15
Cullinan Associates Inc
4,000$487.3K0.0%CoreLowLouisville, KY2026-11-03
Krilogy Financial LLC
3,973$483.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Ascent Group, LLC
3,938$479.8K0.0%CoreLowVirginia Beach, VA2026-10-30
J.W. Cole Advisors, Inc.
3,861$470.3K0.0%IndexLowTampa, FL2026-11-05
North Dakota State Investment Board
3,838$467.6K0.0%GrowthMediumBismarck, ND2026-10-27
Assenagon Asset Management S.A.
3,788$461.5K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Tritonpoint Wealth, LLC
3,761$458.2K0.0%CoreLowChevy Chase, MD2026-10-19
Curated Wealth Partners LLC
3,696$450.3K0.0%GARPLowEl Segundo, CA2026-10-15
Luts & Greenleigh Group, Inc.
3,662$446.1K0.3%CoreVery LowBethesda, MD2026-11-05
Clark Financial Services Group Inc
3,631$442.3K0.2%ETFLowChesterfield, MO2026-10-19
Sterling Capital Management LLC
3,622$441.3K0.0%GARPMediumCharlotte, NC2026-10-22
HUB Investment Partners, LLC
3,548$432.3K0.0%GrowthLowAustin, TX2026-11-03
Atria Investments, Inc
3,511$427.8K0.0%CoreMediumCharlotte, NC2026-10-15
Somerset Trust Co
3,465$422.1K0.1%CoreVery LowSomerset, PA2026-10-13
Spire Wealth Management
3,452$420.6K0.0%GrowthMediumMclean, VA2026-10-30
Strs Ohio
3,418$416.4K0.0%CoreMediumColumbus, OH2026-10-30
Axxcess Wealth Management, LLC
3,308$403.0K0.0%CoreLowCarlsbad, CA2026-10-21
Triad Wealth Partners, LLC
3,295$401.4K0.0%ETFMediumLawrence, KS2026-10-26
Purus Wealth Management, LLC
3,289$400.7K0.1%Agg GrowthVery LowNewport Beach, CA2026-10-15
PMG Family Office LLC
3,272$398.6K0.4%YieldVery LowPlano, TX2026-10-19
StoneRidge PMG Advisors, LLC
3,149$3840.0%N/AN/ARadnor, PA2026-11-04
Applied Finance Capital Management, LLC
3,147$383.4K0.0%CoreMediumSan Juan, PR2026-11-03
Childress Capital Advisors, LLC
3,143$382.9K0.1%GARPMediumHouston, TX2026-10-28
V-Square Quantitative Management LLC
2,969$361.7K0.0%CoreLowChicago, IL2026-10-15
Capital Investment Advisors, LLC
2,920$355.8K0.0%CoreLowAtlanta, GA2026-10-22
B. Metzler seel. Sohn & Co. AG
2,883$351.2K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Mather Group, Llc.
2,828$344.5K0.0%ETFMediumChicago, IL2026-10-14
GFG Capital, LLC
2,801$341.2K0.1%GrowthMediumMiami, FL2026-10-16
Compound Planning, Inc.
2,746$334.6K0.0%CoreLowNew York, NY2026-11-05
Bond & Devick Financial Network, Inc.
2,705$329.6K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
StoneX Group Inc.
2,666$338.3K0.0%ETFMediumNew York, NY2026-11-03
Tema Etfs LLC
2,651$323.0K0.0%GrowthMediumNew York, NY2026-10-16
Colonial River Investments, LLC
2,631$320.5K0.1%GrowthMediumMidlothian, VA2026-10-19
Assetmark, Inc
2,622$319.5K0.0%ETFLowConcord, CA2026-10-21
Gallacher Capital Management LLC
2,616$318.7K0.3%ValueMediumLone Tree, CO2026-10-30
Philadelphia Trust Co
2,610$3180.0%GrowthLowPhiladelphia, PA2026-11-05
Busey Bank
2,577$313.9K0.0%GrowthVery LowUrbana, IL2026-10-26
Larson Financial Group LLC
2,572$313.4K0.0%GrowthLowSt Louis, MO2026-11-05
Define Financial, LLC
2,487$303.0K0.1%ETFVery LowSan Diego, CA2026-10-14
CJM Wealth Advisers, Ltd.
2,474$301.4K0.1%ETFVery LowFalls Church, VA2026-10-27
Kestra Private Wealth Services, LLC
2,428$295.8K0.0%GrowthLowAustin, TX2026-10-30
Exchange Traded Concepts, LLC
2,313$281.8K0.0%GrowthMediumOklahoma City, OK2026-10-28
Park Avenue Securities LLC
2,289$2790.0%ETFMediumNew York, NY2026-10-26
Abel Hall, LLC
2,260$275.4K0.0%CoreMediumBaton Rouge, LA2026-10-19
Bestgate Wealth Advisors, LLC
2,240$272.9K0.2%ETFLowFrederick, MD2026-10-13
Viewpoint Investment Partners Corp
2,200$268.0K0.1%ValueMediumCalgary, Abu Dhabi2026-10-26
Wilsey Asset Management Inc
2,197$267.7K0.0%YieldMediumSan Diego, CA2026-10-21
Insight Wealth Strategies, LLC
2,157$262.8K0.0%ETFHighSan Ramon, CA2026-10-09
Elevation Point Wealth Partners, LLC
2,111$250.9K0.0%CoreHighDenver, CO2026-11-05
AdvisorNet Financial, Inc
1,999$241.1K0.0%ETFLowMinnetonka, MN2026-10-15
Wealthcare Capital Partners, LLC
1,989$242.3K0.1%ETFLowWest Chester, PA2026-10-21
Perigon Wealth Management, LLC
1,978$241.0K0.0%GrowthLowSan Francisco, CA2026-10-22
Signal Advisors Wealth, LLC
1,968$239.7K0.0%ETFLowDetroit, MI2026-10-13
NorthCrest Asset Manangement, LLC
1,950$232.5K0.0%GrowthLowPlymouth, MN2026-10-13
Partners Wealth Management, LLC
1,944$236.8K0.0%CoreLowCarmel By The Sea, CA2026-10-28
D.A. Davidson & Co.
1,926$234.6K0.0%CoreLowGreat Falls, MT2026-10-28
Soltis Investment Advisors LLC
1,909$232.5K0.0%CoreMediumSt. George, UT2026-10-28
Claro Advisors Inc.
1,882$229.3K0.0%CoreLowBoston, MA2026-11-02
MBL Wealth, LLC
1,875$228.4K0.0%ETFLowCharlotte, NC2026-10-22
Aprio Wealth Management, LLC
1,854$225.9K0.0%ETFMediumAtlanta, GA2026-10-28
XXI Wealth, LLC
1,850$225.4K0.1%GrowthLowChicago, IL2026-10-22
Evergreen Capital Management LLC
1,841$224.3K0.0%GARPMediumBellevue, WA2026-10-23
Alhambra Investment Management LLC
1,825$222.3K0.1%CoreLowPalmetto Bay, FL2026-10-15
Keybank National Association
1,823$222.1K0.0%CoreLowBrooklyn, OH2026-11-04
Signaturefd, LLC
1,752$213.4K0.0%IndexLowAtlanta, GA2026-10-23
Kaizen Financial Strategies
1,742$212.2K0.1%ETFMediumCampbell, CA2026-10-09
Financial Council, LLC
1,707$208.0K0.1%ETFVery LowTowson, MD2026-11-02
Wedmont Private Capital
1,697$202.4K0.0%IndexVery LowWest Chester, PA2026-10-09
Milestone Asset Management, LLC
1,686$205.4K0.0%GrowthHighPittsburgh, PA2026-10-15
Covestor Ltd
1,683$2050.0%ValueHighLondon, United Kingdom2026-10-30
OpenArc Corporate Advisory, LLC
1,655$201.6K0.0%GrowthLowAtlanta, GA2026-10-21
EverSource Wealth Advisors, LLC
1,653$201.4K0.0%CoreMediumBirmingham, AL2026-11-04
Ellerson Group Inc
1,519$204.6K0.1%GrowthLowAnnapolis, MD2026-11-04
Blue Trust, Inc.
1,491$181.7K0.0%ETFLowBrentwood, TN2026-10-15
Parallel Advisors, LLC
1,391$169.5K0.0%IndexLowSan Francisco, CA2026-11-03
Copeland Capital Management, LLC
1,327$161.7K0.0%ValueMediumConshohocken, PA2026-10-13
SJS Investment Consulting Inc.
1,311$159.7K0.0%ETFVery LowSylvania, OH2026-10-26
MeadowBrook Investment Advisors LLC
1,250$168.4K0.1%CoreLowLivonia, MI2026-10-29
Plante Moran Financial Advisors, LLC
1,224$149.1K0.0%ETFVery LowSouthfield, MI2026-11-04
J.Safra Asset Management Corp
1,133$138.0K0.0%ETFLowNew York, NY2026-11-03
Key FInancial Inc
1,041$126.8K0.0%ETFLowWest Chester, PA2026-11-02
Essential Partners LLC
1,013$123.4K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Laurel Wealth Advisors LLC
1,000$121.8K0.0%CoreVery LowCharlotte, NC2026-10-27
Lanark Financial, Inc.
992$120.9K0.0%CoreMediumBirmingham, AL2026-10-26
Wilmington Savings Fund Society, FSB
963$117.3K0.0%CoreLowWilmington, DE2026-10-23
Bank of New Hampshire
931$113.4K0.0%CoreLowLaconia, NH2026-10-06
Pension & Wealth Management Advisors, Inc.
898$109.4K0.0%ETFLowWaltham, MA2026-10-16
Provenance Wealth Advisors, LLC
897$109.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Root Financial Partners, LLC
869$105.9K0.0%ETFMediumEncinitas, CA2026-10-21
Parkside Financial Bank & Trust
744$90.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
AXS Investments LLC
600$73.1K0.0%GrowthMediumPort Chester, NY2026-11-04
Golden State Wealth Management, LLC
559$68.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Chung Wu Investment Group, LLC
550$67.0K0.0%GrowthMediumSugar Land, TX2026-11-03
True Wealth Design, LLC
538$65.5K0.0%ETFMediumAkron, OH2026-10-13
Independence Bank of Kentucky
517$63.0K0.0%GrowthLowOwensboro, KY2026-10-26
Heritage Family Offices, LLP
508$61.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Bfsg, LLC
500$60.9K0.0%CoreLowIrvine, CA2026-10-30
TD Private Client Wealth LLC
492$59.9K0.0%ETFLowNew York, NY2026-10-28
Financial Consulate, Inc
471$57.4K0.0%ETFLowHunt Valley, MD2026-10-23
Pinnacle Wealth Planning Services, Inc.
451$54.9K0.0%GARPLowMansfield, OH2026-10-27
Cromwell Holdings LLC
447$54.5K0.0%IndexLowJackson, WY2026-10-28
SBI Securities Co., Ltd.
417$50.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Elyxium Wealth, LLC
402$49.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Southern Michigan Bank & Trust
400$48.7K0.0%ETFLowColdwater, MI2026-10-19
Vision Financial Markets LLC
394$48.3K0.0%CoreLowStamford, CT2026-10-22
Reap Financial Group, LLC
385$46.9K0.0%ETFLowAustin, TX2026-11-02
Fortitude Family Office, LLC
370$45.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Deseret Mutual Benefit Administrators
354$43.1K0.0%CoreMediumSalt Lake City, UT2026-11-04
Rakuten Securities, Inc.
336$40.9K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Wilkerson Advisory Group LLC
304$37.0K0.0%ETFMediumColumbia, MO2026-10-20
Cedar Mountain Advisors, LLC
286$34.8K0.0%ETFVery LowLake Oswego, OR2026-10-15
First Horizon Corp
246$30.0K0.0%CoreLowMemphis, TN2026-10-26
MassMutual Private Wealth & Trust, FSB
241$29.4K0.0%CoreLowSpringfield, MA2026-10-05
Kelleher Financial Advisors
241$29.4K0.0%CoreMediumNew York, NY2026-10-30
Cullen T Bankers, Inc.
240$29.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Ascentis Independent Advisors
222$27.0K0.0%ETFLowDallas, TX2026-11-03
Capital Advisors, Ltd. LLC
212$260.0%ETFLowShaker Heights, OH2026-10-27
WPG Advisers, LLC
202$24.6K0.0%CoreLowBaltimore, MD2026-10-27
Silver Grove Financial Group, Inc.
198$24.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Hazlett, Burt & Watson, Inc.
197$240.0%CoreVery LowWheeling, WV2026-11-04
Owl Creek Wealth Partners LLC
195$23.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Private Wealth Management Group, LLC
188$22.9K0.0%ETFLowPrinceton, NJ2026-10-19
Byrne Asset Management LLC
186$22.7K0.0%CoreLowKingston, NJ2026-10-06
University of Texas S AM Investment Management Co
180$21.9K0.0%CoreHighAustin, TX2026-11-03
Marshall & Sterling Wealth Advisors Inc.
173$21.0K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Raleigh Capital Management Inc.
168$20.4K0.0%CoreMediumCary, NC2026-10-28
Hilton Head Capital Partners, LLC
155$18.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
Eastern Bank
139$16.9K0.0%GrowthMediumBoston, MA2026-10-05
Private Trust Co NA
133$16.2K0.0%CoreLowCleveland, OH2026-10-20
First Pacific Financial
128$15.6K0.0%ETFLowVancouver, WA2026-10-14
Birch Financial Group, LLC
126$15.3K0.0%CoreLowKeene, NH2026-10-27
Cape Investment Advisory, Inc.
126$15.4K0.0%ETFLowMcdonough, GA2026-10-13
First United Bank & Trust
126$15.4K0.0%CoreLowOakland, MD2026-10-22
City Holding Co
125$15.2K0.0%CoreLowCharleston, WV2026-10-19
MV Capital Management, Inc.
124$15.1K0.0%ETFLowBethesda, MD2026-10-29
Ares Financial Consulting, LLC
123$15.0K0.0%CoreLowCalabasas, CA2026-10-19
Latitude Advisors, LLC
121$14.8K0.0%ETFLowYorkville, IL2026-10-27
JFS Wealth Advisors, LLC
118$14.4K0.0%ETFVery LowHermitage, PA2026-11-03
Highline Wealth Partners LLC
117$14.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
CoreCap Advisors, LLC
112$13.6K0.0%ETFMediumSouthfield, MI2026-10-08
Tributary Capital Management, LLC
107$13.0K0.0%ValueMediumOmaha, NE2026-10-28
Signature Equity Partners, LLC
103$12.5K0.0%GrowthMediumColumbus, OH2026-10-29
Manchester Capital Management LLC
102$12.4K0.0%CoreLowManchester, VT2026-10-22
Harbor Investment Advisory, LLC
98$11.9K0.0%GrowthLowLutherville, MD2026-10-13
Versant Capital Management, Inc
98$11.9K0.0%GARPLowPhoenix, AZ2026-10-02
Pinnacle Bancorp, Inc.
96$11.7K0.0%CoreVery LowBeatrice, NE2026-10-21
TD Waterhouse Canada Inc.
93$11.3K0.0%CoreLowToronto, Australia2026-10-16
Farmers & Merchants Investments Inc
89$10.8K0.0%CoreVery LowLincoln, NE2026-10-22
Wealth Analytics Partners, LLC
84$10.2K0.0%ETFVery LowSan Diego, CA2026-10-19
Entrust Financial LLC
79$9.6K0.0%ETFLowWayne, PA2026-11-04
Jnba Financial Advisors
66$8.0K0.0%ETFMediumBloomington, MN2026-11-03
Global Trust Asset Management, LLC
55$6.7K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Ascentis Wealth Management, LLC
52$6.3K0.0%Agg GrowthLowDallas, TX2026-11-03
TFC Financial Management, Inc.
50$6.1K0.0%ETFVery LowBoston, MA2026-10-26
Financial Network Wealth Advisors LLC
50$6.1K0.0%ETFLowMurray, UT2026-10-28
Nfsg Corp
49$5.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Grove Bank & Trust
47$5.7K0.0%ETFLowMiami, FL2026-10-08
Polaris Financial Partners
47$60.0%GrowthN/AWesterville, OH2026-10-02
Marquette Asset Management, LLC
42$5.1K0.0%ETFVery LowMinneapolis, MN2026-10-09
Center for Financial Planning, Inc.
40$4.9K0.0%ETFLowSouthfied, MI2026-10-26
Kennebec Savings Bank
38$4.6K0.0%CoreLowAugusta, ME2026-10-22
CGC Financial Services, LLC
32$3.9K0.0%ETFLowLake Oswego, OR2026-10-13
IMG Wealth Management, Inc.
31$3.8K0.0%ETFMediumJacksonville, FL2026-10-27
UMB Private Wealth Management, LLC
30$3.7K0.0%GrowthN/AKansas City, MO2026-10-19
Toth Financial Advisory Corp
30$3.7K0.0%CoreLowLeesburg, VA2026-10-08
Bay Harbor Wealth Management, LLC
28$3.4K0.0%ETFMediumHunt Valley, MD2026-11-03
Elevation Wealth Partners, LLC
28$3.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Hughes Financial Services, LLC
27$3.8K0.0%ETFLowHerndon, VA2026-10-30
Asset Dedication, LLC
26$3.2K0.0%ETFLowSan Francisco, CA2026-11-03
Trust Co of Vermont
26$3.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Bare Financial Services, Inc
25$3.0K0.0%ETFVery LowGap, PA2026-11-04
Hurley Capital, LLC
25$3.0K0.0%GARPMediumNew York, NY2026-11-05
Aspect Partners, LLC
24$2.9K0.0%ETFMediumFairfax, VA2026-10-20
Rossby Financial, LCC
24$2.9K0.0%ETFMediumMelbourne, FL2026-11-05
Moisand Fitzgerald Tamayo, LLC
23$2.8K0.0%ETFVery LowOrlando, FL2026-10-15
Bell Investment Advisors, Inc
22$2.7K0.0%ETFVery LowOrinda, CA2026-10-29
Pacifica Partners Inc.
20$2.4K0.0%CoreLowSurrey, South Africa2026-10-09
Retirement Wealth Solutions LLC
19$2.3K0.0%ETFLowMarshfield, WI2026-10-07
Sunrise Financial Services, LLC
19$2.3K0.0%ETFMediumBurien, WA2026-10-21
Avion Wealth
19$20.0%ETFLowThe Woodlands, TX2026-11-04
Foster Dykema Cabot & Partners, LLC
18$2.2K0.0%GrowthLowWaltham, MA2026-10-30
Armstrong Advisory Group, Inc
17$2.1K0.0%ETFHighNeedham, MA2026-10-09
West Paces Advisors Inc.
17$2.1K0.0%ETFLowAtlanta, GA2026-10-13
Mascoma Wealth Management LLC
17$2.1K0.0%ETFVery LowHanover, NH2026-10-23
William Mack & Associates, Inc.
16$2.0K0.0%ETFLowTroy, MI2026-10-27
Princeton Global Asset Management LLC
14$1.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Torren Management, LLC
13$1.6K0.0%ETFMediumSan Diego, CA2026-10-29
Caitong International Asset Management Co., Ltd
12$1.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
DiNuzzo Private Wealth, Inc.
12$1.5K0.0%ETFLowBeaver, PA2026-10-16
Albion Financial Group
10$1.2K0.0%GrowthLowSalt Lake City, UT2026-10-21
Planning Strategies Inc.
8$9750.0%ETFN/ALancaster, PA2026-10-02
Gilpin Wealth Management, LLC
8$9750.0%GrowthLowDenver, CO2026-10-09
Quaker Wealth Management, LLC
8$9750.0%ETFMediumMoorestown, NJ2026-10-22
Triumph Capital Management
7$8530.0%ETFMediumDenver, CO2026-10-14
Financial Management Professionals, Inc.
7$8530.0%ETFMediumAustin, TX2026-10-23
St. Johns Investment Management Company, LLC
7$8530.0%CoreVery LowJacksonville, FL2026-10-30
Creative Capital Management Investments LLC
7$8530.0%ETFLowSan Diego, CA2026-10-28
Tounjian Advisory Partners, LLC
6$7310.0%GrowthHighFort Myers, FL2026-11-04
American Capital Advisory, LLC
6$7310.0%ETFLowKetchum, ID2026-10-28
Nemes Rush Group LLC
6$7310.0%CoreVery LowNovi, MI2026-11-04
Nvwm, LLC
6$7310.0%GrowthMediumYardley, PA2026-10-14
DecisionPoint Financial, LLC
5$6100.0%ETFVery LowMesa, AZ2026-10-27
Maseco LLP
5$6090.0%ETFVery LowLondon, United Kingdom2026-10-27
Physician Wealth Advisors, Inc.
4$4880.0%ETFMediumMidvale, UT2026-10-20
Arlington Trust Co LLC
4$4870.0%ETFMediumBirmingham, AL2026-10-20
James T. Borello RIA
4$4870.0%ETFVery LowEast Dundee, IL2026-10-16
Strengthening Families & Communities, LLC
3$3650.0%CoreMediumBoston, MA2026-10-21
Davis Capital Management
3$3650.0%CoreLowJacksonville, FL2026-10-08
Align Financial, LLC
3$3650.0%ETFVery LowHermantown, MN2026-10-16
Abound Wealth Management
3$3680.0%ETFVery LowFranklin, TN2026-10-26
Clark Wealth Partners
2$2440.0%ETFVery LowO'Fallon, IL2026-10-19
Valley National Advisers Inc
2$2440.0%ETFLowBethlehem, PA2026-10-23
NorthAvenue LLC
1$1220.0%ETFVery LowColumbus, OH2026-10-29
Evermay Wealth Management LLC
1$1220.0%ETFLowArlington, VA2026-11-05
Maryland Capital Advisors Inc.
1$1220.0%ETFVery LowChester, MD2026-10-15
3 Factor Indexing, LLC
1$1220.0%ETFLowSacramento, CA2026-10-15
Strategic Advocates LLC
1$1220.0%GrowthLowSacramento, CA2026-11-03
Signature Resources Capital Management, LLC
1$1220.0%ETFLowNewport Beach, CA2026-10-16