IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Loews Corp (L)

CUSIP: 540424108 | NYSE | Financial Services · Insurance - Property & Casualty | Large Cap | 1982 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
13D/AAndrew H. Tisch15,024,9597.3%New 5%+ stakeAug 6, 2026No 13F filer matched
13D/AJames S. Tisch17,267,7508.4%New 5%+ stakeAug 5, 2026No 13F filer matched
13D/AAndrew H. Tisch15,024,959
7.3% of class · Aug 6, 2026New 5%+ stake
No 13F filer matched
13D/AJames S. Tisch17,267,750
8.4% of class · Aug 5, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC2,807,110
0.5% of portfolio›$294.9M
Dimensional Fund Advisors LP2,303,450
0.0% of portfolio›$240.6M
Bank of New York Mellon Corp917,252
0.0% of portfolio›$95.8M
Swedbank AB706,657
0.1% of portfolio›$73.8M
Citigroup Inc465,628
0.0% of portfolio›$48.6M
Mitsubishi UFJ Asset Management Co., Ltd.422,653
0.0% of portfolio›$44.1M
Sumitomo Mitsui Trust Group, Inc.420,045
0.0% of portfolio›$43.9M
Mraz, Amerine & Associates, Inc.256,765
4.2% of portfolio›$26.8M
Arbejdsmarkedets Tillaegspension230,000
0.6% of portfolio›$24.0M
Principal Financial Group Inc195,569
0.0% of portfolio›$20.4M
Eubel Brady & Suttman Asset Management Inc185,423
0.0% of portfolio›$19.4K
DekaBank Deutsche Girozentrale178,868
0.0% of portfolio›$19.0K
O'Keefe Stevens Advisory, Inc.173,817
3.7% of portfolio›$18.2M
LEE Danner & Bass Inc153,858
0.9% of portfolio›$16.1M
Ethic Inc.147,452
0.2% of portfolio›$15.4M
CIBC Asset Management Inc132,414
0.0% of portfolio›$13.8M
Creative Planning130,247
0.0% of portfolio›$13.6M
KBC Group NV126,861
0.0% of portfolio›$13.2K
Foundation Resource Management Inc121,876
1.4% of portfolio›$12.7M
Levin Capital Strategies, L.P.110,853
0.8% of portfolio›$11.6M
Fjarde Ap-Fonden TH Swedish National Pension Fund108,760
0.1% of portfolio›$11.4M
Letson Investment Management, Inc.103,034
3.9% of portfolio›$10.8M
SEB Asset Management AB86,210
0.0% of portfolio›$9.0M
Hosking Partners LLP86,039
0.3% of portfolio›$9.0M
Ervin Investment Management, LLC77,592
4.4% of portfolio›$8.1M
Pictet Asset Management Holding SA75,674
0.0% of portfolio›$7.9M
Asset Management One Co., Ltd.75,462
0.0% of portfolio›$7.9M
MacKenzie Financial Corp74,810
0.0% of portfolio›$7.8M
New York State Teachers Retirement System71,568
0.0% of portfolio›$7.5K
Swiss Life Asset Management Ltd70,777
0.0% of portfolio›$7.4M
Walleye Partners, LLC69,247
8.1% of portfolio›$7.2M
ASR Vermogensbeheer N.V.66,458
0.1% of portfolio›$6.9M
Illinois Municipal Retirement Fund63,210
0.1% of portfolio›$6.6M
State of Alaska, Department of Revenue55,847
0.0% of portfolio›$5.8K
Wealth Enhancement Advisory Services, LLC53,972
0.0% of portfolio›$4.9M
Fideuram Asset Management (Ireland) dac51,441
0.1% of portfolio›$5.9M
Mn Services Vermogensbeheer B.V.49,652
0.0% of portfolio›$5.2K
State of New Jersey Common Pension Fund D49,446
0.0% of portfolio›$5.2M
Czech National Bank47,577
0.0% of portfolio›$5.0M
Arizona State Retirement System46,364
0.0% of portfolio›$4.8M
State of Michigan Retirement System45,052
0.0% of portfolio›$4.7M
Nisa Investment Advisors, LLC44,817
0.0% of portfolio›$4.7M
Robeco Institutional Asset Management B.V.41,771
0.0% of portfolio›$4.4M
Mirae Asset Global Investments Co., Ltd.41,667
0.0% of portfolio›$4.4M
Inspire Investing, LLC39,913
0.2% of portfolio›$4.2M
ProShare Advisors LLC39,859
0.0% of portfolio›$4.2M
Xponance LLC37,352
0.0% of portfolio›$3.9M
IFM Investors Pty Ltd37,134
0.0% of portfolio›$3.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS36,584
0.0% of portfolio›$3.8M
Exchange Traded Concepts, LLC35,464
0.0% of portfolio›$3.7M
Retirement Systems of Alabama34,724
0.0% of portfolio›$3.6M
Moran Wealth Management, LLC32,762
0.1% of portfolio›$3.4M
Farrell Financial LLC31,649
1.8% of portfolio›$3.3M
Fifth Third Bancorp31,042
0.0% of portfolio›$3.2M
Daiwa Securities Group Inc.30,845
0.0% of portfolio›$3.2M
Neos Investment Management LLC30,472
0.0% of portfolio›$3.2M
Rakuten Investment Management, Inc.29,993
0.0% of portfolio›$3.2M
Ashton Thomas Private Wealth, LLC29,410
0.1% of portfolio›$3.1M
Reflection Asset Management29,373
1.3% of portfolio›$3.1M
Ag2r LA Mondiale Gestion D'actifs29,358
0.1% of portfolio›$3.1M
B. Metzler seel. Sohn & Co. AG28,784
0.0% of portfolio›$3.0M
Amalgamated Bank28,230
0.0% of portfolio›$2.9K
Yousif Capital Management, LLC27,526
0.0% of portfolio›$2.9M
AGF Management LTD26,064
0.0% of portfolio›$2.7M
New York Life Investment Management LLC24,632
0.0% of portfolio›$2.6M
Sumitomo Mitsui DS Asset Management Company, Ltd24,624
0.0% of portfolio›$2.6M
Machina Capital S.A.S.23,448
0.3% of portfolio›$2.4M
Cooper Investors PTY LTD23,210
1.3% of portfolio›$2.4M
UniSuper Management Pty Ltd21,693
0.0% of portfolio›$2.3M
Oregon Public Employees Retirement Fund20,387
0.0% of portfolio›$2.1M
Crossmark Global Holdings, Inc.19,975
0.0% of portfolio›$2.1M
OP Asset Management Ltd19,369
0.0% of portfolio›$2.0M
Beese Fulmer Investment Management, Inc.18,465
0.1% of portfolio›$1.9M
Elevation Point Wealth Partners, LLC17,806
0.0% of portfolio›$1.9M
University of Texas S AM Investment Management Co17,607
0.2% of portfolio›$1.8M
Oak Thistle LLC17,456
0.2% of portfolio›$1.8M
Mutual of America Capital Management LLC16,956
0.0% of portfolio›$1.8M
Thrivent Financial for Lutherans15,408
0.0% of portfolio›$1.6K
Modera Wealth Management, LLC15,003
0.0% of portfolio›$1.6M
Compass Financial Management LLC14,608
0.2% of portfolio›$1.5M
Tectonic Advisors LLC14,400
0.1% of portfolio›$1.5M
HB Wealth Management, LLC14,004
0.0% of portfolio›$1.5M
Gulf International Bank (UK) Ltd13,367
0.0% of portfolio›$1.4K
Beacon Financial Group13,161
0.1% of portfolio›$1.4M
Guidance Capital, Inc12,885
0.3% of portfolio›$1.4M
Park Avenue Securities LLC12,871
0.0% of portfolio›$1.3K
Hedges Asset Management LLC12,700
0.9% of portfolio›$1.3M
Equitable Trust Co12,500
0.1% of portfolio›$1.3M
Vise Technologies, Inc.12,451
0.0% of portfolio›$1.3M
Carderock Capital Management Inc12,000
0.3% of portfolio›$1.3M
Arnhold LLC12,000
0.1% of portfolio›$1.3M
Gamma Investing LLC11,447
0.0% of portfolio›$1.2M
ABN Amro Investment Solutions11,419
0.0% of portfolio›$1.2M
Quadcap Wealth Management, LLC11,410
0.1% of portfolio›$1.2M
Aware Super Pty Ltd as trustee of Aware Super11,302
0.0% of portfolio›$1.2M
Salvus Wealth Management, LLC11,148
0.7% of portfolio›$1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management10,441
0.0% of portfolio›$1.1M
Quilter Plc10,040
0.0% of portfolio›$1.0M
Summit Global Investments9,968
0.0% of portfolio›$1.0K
Maryland State Retirement & Pension System9,785
0.0% of portfolio›$1.0M
Montag A & Associates Inc9,500
0.0% of portfolio›$992.1K
US Bancorp \de\9,464
0.0% of portfolio›$988.3K
Hartford Investment Management Co9,316
0.0% of portfolio›$972.9K
Aaron Wealth Advisors LLC9,245
0.0% of portfolio›$965.5K
Parallel Advisors, LLC9,221
0.0% of portfolio›$963.0K
Kestra Private Wealth Services, LLC9,093
0.0% of portfolio›$949.6K
Contravisory Investment Management, Inc.9,064
0.2% of portfolio›$946.6K
Shikiar Asset Management Inc8,640
0.0% of portfolio›$902
Ritholtz Wealth Management8,621
0.0% of portfolio›$900.3K
Chicago Partners Investment Group LLC8,582
0.0% of portfolio›$961.3K
Evergreen Capital Management LLC8,532
0.0% of portfolio›$891.0K
Presilium Private Wealth, LLC8,487
0.1% of portfolio›$886.3K
New Mexico Educational Retirement Board8,395
0.0% of portfolio›$877
Mill Capital Management, LLC8,266
0.1% of portfolio›$863.2K
NorthCrest Asset Manangement, LLC8,158
0.0% of portfolio›$877.8K
Louisiana State Employees Retirement System8,100
0.0% of portfolio›$845.9K
Y-Intercept (Hong Kong) Ltd8,084
0.0% of portfolio›$844.2K
Signature Wealth Management Partners, LLC7,979
0.4% of portfolio›$833.2K
Candriam S.C.A.7,768
0.0% of portfolio›$814.2K
Enterprise Financial Services Corp7,739
0.3% of portfolio›$808.2K
Novem Group7,616
0.1% of portfolio›$795.4K
Smith Partners Wealth Management, LLC7,500
0.6% of portfolio›$783.2K
CenterBook Partners LP7,393
0.0% of portfolio›$772.1K
Inscription Capital, LLC7,363
0.1% of portfolio›$768.9K
AlphaCore Capital LLC7,106
0.0% of portfolio›$742.1K
Glenview Trust Co6,804
0.0% of portfolio›$710.5K
Turtle Creek Wealth Advisors, LLC6,751
0.0% of portfolio›$705.0K
Compound Planning, Inc.6,510
0.0% of portfolio›$679.9K
North Dakota State Investment Board6,370
0.0% of portfolio›$665.2K
Crestwood Advisors Group, LLC6,285
0.0% of portfolio›$656.3K
Tokio Marine Asset Management Co LTD5,774
0.0% of portfolio›$603.0K
Neville Rodie & Shaw Inc5,670
0.0% of portfolio›$592
Certuity, LLC5,655
0.0% of portfolio›$590.6K
Assetmark, Inc5,533
0.0% of portfolio›$577.8K
Praxis Investment Management Inc5,440
0.0% of portfolio›$568
Signaturefd, LLC5,433
0.0% of portfolio›$567.4K
Choreo, LLC5,391
0.0% of portfolio›$563.0K
Commonwealth Equity Services, LLC5,327
0.0% of portfolio›$556.3K
Concurrent Investment Advisors, LLC5,321
0.0% of portfolio›$555.7K
Daymark Wealth Partners, LLC5,271
0.0% of portfolio›$550.5K
Atria Investments, Inc5,124
0.0% of portfolio›$535.1K
PensionDanmark Pensionsforsikringsaktieselskab5,100
0.0% of portfolio›$532.6K
Teza Capital Management LLC5,092
0.5% of portfolio›$531.8K
Williams Jones Wealth Management, Llc.5,033
0.0% of portfolio›$525.6K
HUB Investment Partners, LLC5,012
0.0% of portfolio›$523.4K
Gateway Investment Advisers LLC5,010
0.0% of portfolio›$523.2K
Sanders Morris Harris LLC5,000
0.1% of portfolio›$522.2K
Greenleaf Trust4,967
0.0% of portfolio›$518.7K
Farther Finance Advisors, LLC4,931
0.0% of portfolio›$515.0K
Autumn Glory Partners, LLC4,920
0.1% of portfolio›$513.8K
Oppenheimer & Co Inc4,895
0.0% of portfolio›$511.2K
111 Capital4,860
0.1% of portfolio›$507.5K
Sterling Capital Management LLC4,831
0.0% of portfolio›$504.5K
Wedmont Private Capital4,513
0.0% of portfolio›$485.6K
Brewster Financial Planning LLC4,508
0.3% of portfolio›$470.8K
Generali Asset Management SPA SGR4,493
0.0% of portfolio›$469.2K
Strs Ohio4,459
0.0% of portfolio›$465.7K
Brighton Jones LLC4,404
0.0% of portfolio›$460.0K
AlphaCentric Advisors LLC4,346
0.4% of portfolio›$453.9K
Washington Trust Co4,200
0.0% of portfolio›$438.6K
Ridgewood Investments LLC4,102
0.2% of portfolio›$428.4K
MPS Loria Financial Planners, LLC4,019
0.1% of portfolio›$419.7K
Leuthold Group, LLC3,887
0.0% of portfolio›$405.9K
Apollon Wealth Management, LLC3,868
0.0% of portfolio›$403.9K
Mendota Financial Group, LLC3,859
0.2% of portfolio›$403.0K
Cypress Point Wealth Management, LLC3,737
0.0% of portfolio›$390.3K
Poehling Capital Management, Inc.3,699
0.1% of portfolio›$386.3K
Tema Etfs LLC3,698
0.0% of portfolio›$386.2K
Meixler Investment Management, Ltd.3,665
0.2% of portfolio›$382.7K
Moody Lynn Lieberson & Walker, LLC3,614
0.0% of portfolio›$377.4K
Larson Financial Group LLC3,536
0.0% of portfolio›$369.3K
Truist Financial Corp3,522
0.0% of portfolio›$367.8K
V-Square Quantitative Management LLC3,483
0.0% of portfolio›$363.7K
Global View Capital Management LLC3,471
0.1% of portfolio›$362.5K
Versant Capital Management, Inc3,456
0.0% of portfolio›$360.9K
Wealth Architects, LLC3,448
0.0% of portfolio›$360.1K
J.W. Cole Advisors, Inc.3,405
0.0% of portfolio›$355.6K
Brown Financial Advisory3,377
0.1% of portfolio›$352.7K
Split Creek LLC DBA Split Creek Capital LLC3,258
0.3% of portfolio›$340.2K
Bryn Mawr Trust Advisors, LLC3,232
0.0% of portfolio›$337.5K
Perigon Wealth Management, LLC3,186
0.0% of portfolio›$332.7K
Bond & Devick Financial Network, Inc.3,100
0.1% of portfolio›$323.7K
First Affirmative Financial Network3,006
0.1% of portfolio›$313.9K
Mechanics Bank Trust Department3,000
0.0% of portfolio›$313.3K
CWA Asset Management Group, LLC2,949
0.0% of portfolio›$308.0K
Private Management Group Inc2,945
0.0% of portfolio›$307.5K
Cambridge Investment Research Advisors, Inc.2,935
0.0% of portfolio›$306
Quadrant Capital Group LLC2,873
0.0% of portfolio›$311.6K
United Community Bank2,856
0.1% of portfolio›$298.3K
MassMutual Private Wealth & Trust, FSB2,814
0.0% of portfolio›$293.9K
Regent Peak Wealth Advisors LLC2,801
0.1% of portfolio›$292.5K
Ascent Group, LLC2,781
0.0% of portfolio›$290.4K
Whitener Capital Management, Inc.2,772
0.1% of portfolio›$289.5K
Harbor Capital Advisors, Inc.2,702
0.0% of portfolio›$282
Stonehearth Capital Management, LLC2,700
0.1% of portfolio›$282.0K
Frank, Rimerman Advisors LLC2,693
0.0% of portfolio›$281.2K
Flynn Zito Capital Management, LLC2,660
0.1% of portfolio›$277.8K
Citizens Financial Group Inc2,607
0.0% of portfolio›$272.2K
Kathmere Capital Management, LLC2,559
0.0% of portfolio›$267.2K
Kestra Advisory Services, LLC2,519
0.0% of portfolio›$263.1K
Abner Herrman & Brock LLC2,500
0.0% of portfolio›$261
Counterpoint Mutual Funds LLC2,487
0.0% of portfolio›$259.7K
Central Trust Co2,474
0.0% of portfolio›$258.4K
Fifth Third Wealth Advisors LLC2,463
0.0% of portfolio›$257.2K
Sowell Financial Services LLC2,431
0.0% of portfolio›$253.9K
RW Investment Management LLC2,424
0.0% of portfolio›$253.1K
First Citizens Financial Corp2,396
0.1% of portfolio›$250.2K
MGO One Seven LLC2,388
0.0% of portfolio›$249.4K
First Nebraska Trust Co2,382
0.0% of portfolio›$248.8K
Keybank National Association2,365
0.0% of portfolio›$247.0K
Assenagon Asset Management S.A.2,342
0.0% of portfolio›$244.6K
EverSource Wealth Advisors, LLC2,322
0.0% of portfolio›$242.5K
Mather Group, Llc.2,312
0.0% of portfolio›$241.4K
Oslo Pensjonsforsikring AS2,251
0.0% of portfolio›$235.1K
Heritage Investors Management Corp2,240
0.0% of portfolio›$234
GC Wealth Management RIA, LLC2,208
0.0% of portfolio›$230.6K
First Command Advisory Services, Inc.2,196
0.0% of portfolio›$229.3K
Sagespring Wealth Partners, LLC2,180
0.0% of portfolio›$227.7K
Imc-Chicago, LLC2,146
0.0% of portfolio›$224.1K
1900 Wealth Management LLC2,123
0.0% of portfolio›$221.7K
Mission Wealth Management, LP2,092
0.0% of portfolio›$218.5K
Barry Investment Advisors, LLC2,079
0.0% of portfolio›$217.1K
CX Institutional2,069
0.0% of portfolio›$216
Capital Investment Advisors, LLC2,041
0.0% of portfolio›$213.2K
Philadelphia Trust Co2,000
0.0% of portfolio›$209
Tcfg Investment Advisors, LLC2,000
0.1% of portfolio›$208.9K
PDS Planning, Inc1,990
0.0% of portfolio›$207.8K
Creekside Partners1,980
0.1% of portfolio›$206.8K
Wealthcare Advisory Partners LLC1,957
0.0% of portfolio›$204.4K
Accurate Wealth Management, LLC1,939
0.0% of portfolio›$210.3K
Trust Asset Management LLC1,928
0.0% of portfolio›$201.3K
Lido Advisors, LLC1,916
0.0% of portfolio›$200.2K
Raiffeisen Bank International AG1,869
0.0% of portfolio›$198.0K
IFP Advisors, Inc1,835
0.0% of portfolio›$191.6K
Fulcrum Asset Management LLP1,754
0.0% of portfolio›$185.8K
Summit Securities Group LLC1,682
0.0% of portfolio›$175.7K
Caitong International Asset Management Co., Ltd1,576
0.0% of portfolio›$164.6K
Simplex Trading, LLC1,366
0.0% of portfolio›$142.7K
Trust Co of Vermont1,355
0.0% of portfolio›$141.5K
Capital Advisors, Ltd. LLC1,345
0.0% of portfolio›$140
Parkside Financial Bank & Trust1,344
0.0% of portfolio›$140.4K
TD Waterhouse Canada Inc.1,221
0.0% of portfolio›$128.5K
Jnba Financial Advisors1,200
0.0% of portfolio›$125.3K
Leonteq Securities AG1,122
0.0% of portfolio›$117.2K
BI Asset Management Fondsmaeglerselskab A/S1,085
0.0% of portfolio›$113
Balance Wealth Partners LLC1,031
0.0% of portfolio›$107.6K
Quaker Wealth Management, LLC1,005
0.0% of portfolio›$105.0K
Washington Trust Advisors, Inc.971
0.0% of portfolio›$101.4K
Root Financial Partners, LLC904
0.0% of portfolio›$94.4K
USA Financial Formulas855
0.0% of portfolio›$89.3K
Spire Wealth Management829
0.0% of portfolio›$86.6K
Hanson & Doremus Investment Management809
0.0% of portfolio›$84
Elyxium Wealth, LLC757
0.0% of portfolio›$79.1K
Trust Co of Toledo NA650
0.0% of portfolio›$67.9K
State of Wyoming647
0.0% of portfolio›$67.6K
Bell Investment Advisors, Inc613
0.0% of portfolio›$64.0K
Kimelman & Baird, LLC601
0.0% of portfolio›$62.8K
Eastern Bank600
0.0% of portfolio›$62.7K
Cromwell Holdings LLC594
0.0% of portfolio›$62.0K
Deseret Mutual Benefit Administrators512
0.0% of portfolio›$53.5K
Beacon Investment Advisory Services, Inc.500
0.0% of portfolio›$52.2K
Cassaday & Co Wealth Management LLC480
0.0% of portfolio›$50.1K
TD Private Client Wealth LLC456
0.0% of portfolio›$47.6K
SJS Investment Consulting Inc.450
0.0% of portfolio›$47.0K
SBI Securities Co., Ltd.444
0.0% of portfolio›$46.4K
MTM Investment Management, LLC444
0.0% of portfolio›$46.4K
Y.D. More Investments Ltd437
0.0% of portfolio›$45.6K
Fortitude Family Office, LLC428
0.0% of portfolio›$44.7K
Elevation Wealth Partners, LLC422
0.0% of portfolio›$44.1K
Owl Creek Wealth Partners LLC403
0.0% of portfolio›$42.1K
Center for Financial Planning, Inc.400
0.0% of portfolio›$41.8K
GHP Investment Advisors, Inc.378
0.0% of portfolio›$39.5K
Essential Partners LLC378
0.0% of portfolio›$39.5K
Princeton Global Asset Management LLC377
0.0% of portfolio›$39.4K
Westside Investment Management, Inc.370
0.0% of portfolio›$39.2K
Covestor Ltd358
0.0% of portfolio›$37
Harbor Investment Advisory, LLC317
0.0% of portfolio›$33.1K
Blue Trust, Inc.315
0.0% of portfolio›$32.9K
Reyes Financial Architecture, Inc.306
0.0% of portfolio›$32.0K
North Star Investment Management Corp.300
0.0% of portfolio›$31.3K
True Wealth Design, LLC278
0.0% of portfolio›$29.0K
Pinnacle Wealth Planning Services, Inc.278
0.0% of portfolio›$29.0K
Clean Yield Group263
0.0% of portfolio›$27.5K
JFS Wealth Advisors, LLC231
0.0% of portfolio›$24.1K
Private Trust Co NA230
0.0% of portfolio›$24.0K
Lanark Financial, Inc.206
0.0% of portfolio›$21.5K
Nova Financial LLC200
0.0% of portfolio›$20.9K
Jacobi Capital Management LLC197
0.0% of portfolio›$20.5K
Torren Management, LLC193
0.0% of portfolio›$20.2K
Pension & Wealth Management Advisors, Inc.188
0.0% of portfolio›$19.6K
Creative Financial Designs Inc162
0.0% of portfolio›$16.9K
Manchester Capital Management LLC154
0.0% of portfolio›$16.1K
Private Wealth Management Group, LLC142
0.0% of portfolio›$14.8K
Silver Grove Financial Group, Inc.139
0.0% of portfolio›$14.5K
MV Capital Management, Inc.136
0.0% of portfolio›$14.2K
GoalVest Advisory LLC124
0.0% of portfolio›$12.9K
Halbert Hargrove Global Advisors, LLC122
0.0% of portfolio›$12.7K
High Note Wealth, LLC114
0.0% of portfolio›$11.9K
Ascentis Independent Advisors113
0.0% of portfolio›$11.8K
Horizon Financial Services, LLC112
0.0% of portfolio›$11.7K
Hughes Financial Services, LLC108
0.0% of portfolio›$12.1K
Grove Bank & Trust105
0.0% of portfolio›$11.0K
Avion Wealth105
0.0% of portfolio›$10
DT Investment Partners, LLC94
0.0% of portfolio›$9.8K
James T. Borello RIA87
0.0% of portfolio›$9.1K
First Horizon Corp83
0.0% of portfolio›$8.7K
Salomon & Ludwin, LLC74
0.0% of portfolio›$7.7K
Creative Capital Management Investments LLC70
0.0% of portfolio›$7.3K
Global Trust Asset Management, LLC64
0.0% of portfolio›$6.7K
Proathlete Wealth Management LLC60
0.0% of portfolio›$6.3K
Fairman Group, LLC60
0.0% of portfolio›$6.3K
Arlington Trust Co LLC57
0.0% of portfolio›$6.0K
Bay Harbor Wealth Management, LLC53
0.0% of portfolio›$5.5K
Financial Management Professionals, Inc.53
0.0% of portfolio›$5.5K
Physician Wealth Advisors, Inc.52
0.0% of portfolio›$5.4K
Tradewinds Capital Management, LLC50
0.0% of portfolio›$5.2K
Smallwood Wealth Investment Management, LLC47
0.0% of portfolio›$5.0K
Next Level Wealth Planning, LLC40
0.0% of portfolio›$4.2K
American Capital Advisory, LLC37
0.0% of portfolio›$3.9K
Bfsg, LLC35
0.0% of portfolio›$3.7K
KFG LLC32
0.0% of portfolio›$3.3K
Ares Financial Consulting, LLC31
0.0% of portfolio›$3.2K
Provenance Wealth Advisors, LLC29
0.0% of portfolio›$3.0K
Financial Consulate, Inc27
0.0% of portfolio›$2.8K
Heritage Family Offices, LLP27
0.0% of portfolio›$2.8K
Retirement Wealth Solutions LLC27
0.0% of portfolio›$2.8K
Armstrong Advisory Group, Inc26
0.0% of portfolio›$2.7K
Wolff Wiese Magana LLC25
0.0% of portfolio›$2.6K
TFC Financial Management, Inc.25
0.0% of portfolio›$2.6K
Highline Wealth Partners LLC22
0.0% of portfolio›$2.3K
Clark Wealth Partners19
0.0% of portfolio›$2.0K
Burk Holdings LLC18
0.0% of portfolio›$1.9K
Aspect Partners, LLC17
0.0% of portfolio›$1.8K
Planning Strategies Inc.17
0.0% of portfolio›$1.8K
Cape Investment Advisory, Inc.15
0.0% of portfolio›$1.6K
Mosley Wealth Management14
0.0% of portfolio›$1.5K
West Paces Advisors Inc.13
0.0% of portfolio›$1.4K
Maseco LLP12
0.0% of portfolio›$1.3K
Nvwm, LLC10
0.0% of portfolio›$1.0K
Ascentis Wealth Management, LLC10
0.0% of portfolio›$1.0K
Birch Financial Group, LLC10
0.0% of portfolio›$1.0K
Bare Financial Services, Inc10
0.0% of portfolio›$1.0K
Navigoe, LLC10
0.0% of portfolio›$1
Three Bridge Wealth Advisors, LLC8
0.0% of portfolio›$835
DecisionPoint Financial, LLC7
0.0% of portfolio›$736
WestEnd Advisors, LLC6
0.0% of portfolio›$627
Ashurst Perkins Coie Trust Co6
0.0% of portfolio›$626
Davis Capital Management6
0.0% of portfolio›$627
Signature Equity Partners, LLC5
0.0% of portfolio›$522
NorthAvenue LLC4
0.0% of portfolio›$418
Asset Dedication, LLC4
0.0% of portfolio›$418
Align Financial, LLC3
0.0% of portfolio›$313
Abound Wealth Management2
0.0% of portfolio›$209
Maryland Capital Advisors Inc.2
0.0% of portfolio›$209
Rakuten Securities, Inc.2
0.0% of portfolio›$209
Gilpin Wealth Management, LLC1
0.0% of portfolio›$105
Bokf, NA1
0.0% of portfolio›$104
Monetary Solutions, Ltd1
0.0% of portfolio›$104
Signature Resources Capital Management, LLC1
0.0% of portfolio›$104
3 Factor Indexing, LLC1
0.0% of portfolio›$105
Godsey & Gibb, Inc1
0.0% of portfolio›$105
Illumine Investment Management, LLC0
0.7% of portfolio›$1.1M
Valued Wealth Advisors LLC0
0.0% of portfolio›$2
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
2,807,110$294.9M0.5%CoreMediumCharlotte, NC2026-11-04
Dimensional Fund Advisors LP
2,303,450$240.6M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
917,252$95.8M0.0%CoreLowNew York, NY2026-11-05
Swedbank AB
706,657$73.8M0.1%GrowthLowStockholm, Sweden2026-10-27
Citigroup Inc
465,628$48.6M0.0%CoreMediumNew York, NY2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
422,653$44.1M0.0%IndexVery LowTokyo, Mexico2026-11-05
Sumitomo Mitsui Trust Group, Inc.
420,045$43.9M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Mraz, Amerine & Associates, Inc.
256,765$26.8M4.2%Deep ValueLowModesto, CA2026-10-30
Arbejdsmarkedets Tillaegspension
230,000$24.0M0.6%ValueHighHilleroed, Greece2026-10-30
Principal Financial Group Inc
195,569$20.4M0.0%CoreLowDes Moines, IA2026-11-02
Eubel Brady & Suttman Asset Management Inc
185,423$19.4K0.0%Deep ValueMediumMiamisburg, OH2026-11-04
DekaBank Deutsche Girozentrale
178,868$19.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
O'Keefe Stevens Advisory, Inc.
173,817$18.2M3.7%ValueLowRochester, NY2026-10-09
LEE Danner & Bass Inc
153,858$16.1M0.9%ValueVery LowNashville, TN2026-10-27
Ethic Inc.
147,452$15.4M0.2%CoreLowNew York, NY2026-11-03
CIBC Asset Management Inc
132,414$13.8M0.0%GARPLowToronto, South Africa2026-11-05
Creative Planning
130,247$13.6M0.0%IndexVery LowOverland Park, KS2026-11-02
KBC Group NV
126,861$13.2K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Foundation Resource Management Inc
121,876$12.7M1.4%ValueLowLittle Rock, AR2026-10-19
Levin Capital Strategies, L.P.
110,853$11.6M0.8%ValueMediumNew York, NY2026-11-02
Fjarde Ap-Fonden TH Swedish National Pension Fund
108,760$11.4M0.1%GrowthLowStockholm, Sweden2026-10-15
Letson Investment Management, Inc.
103,034$10.8M3.9%CoreVery LowAtlanta, GA2026-11-05
SEB Asset Management AB
86,210$9.0M0.0%CoreN/AStockholm, Sweden2026-11-04
Hosking Partners LLP
86,039$9.0M0.3%GARPLowLondon, United Kingdom2026-10-21
Ervin Investment Management, LLC
77,592$8.1M4.4%CoreVery LowSeattle, WA2026-10-23
Pictet Asset Management Holding SA
75,674$7.9M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Asset Management One Co., Ltd.
75,462$7.9M0.0%IndexVery LowTokyo, Mexico2026-10-27
MacKenzie Financial Corp
74,810$7.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
New York State Teachers Retirement System
71,568$7.5K0.0%CoreVery LowAlbany, NY2026-10-22
Swiss Life Asset Management Ltd
70,777$7.4M0.0%CoreLowZurich, Switzerland2026-11-03
Walleye Partners, LLC
69,247$7.2M8.1%ValueLowMadison, WI2026-10-13
ASR Vermogensbeheer N.V.
66,458$6.9M0.1%CoreLowUtrecht, Philippines2026-10-16
Illinois Municipal Retirement Fund
63,210$6.6M0.1%CoreMediumOak Brook, IL2026-11-05
State of Alaska, Department of Revenue
55,847$5.8K0.0%CoreVery LowJuneau, AK2026-10-15
Wealth Enhancement Advisory Services, LLC
53,972$4.9M0.0%CoreLowPlymouth, MN2026-10-13
Fideuram Asset Management (Ireland) dac
51,441$5.9M0.1%CoreHighDublin 1, Lithuania2026-10-29
Mn Services Vermogensbeheer B.V.
49,652$5.2K0.0%CoreVery LowThe Hague, Philippines2026-10-08
State of New Jersey Common Pension Fund D
49,446$5.2M0.0%CoreLowTrenton, NJ2026-11-05
Czech National Bank
47,577$5.0M0.0%IndexVery LowPrague, Bahrain2026-10-13
Arizona State Retirement System
46,364$4.8M0.0%IndexVery LowPhoenix, AZ2026-11-03
State of Michigan Retirement System
45,052$4.7M0.0%IndexLowEast Lansing, MI2026-10-27
Nisa Investment Advisors, LLC
44,817$4.7M0.0%IndexVery LowSt. Louis, MO2026-10-20
Robeco Institutional Asset Management B.V.
41,771$4.4M0.0%CoreMediumRotterdam, Philippines2026-10-20
Mirae Asset Global Investments Co., Ltd.
41,667$4.4M0.0%GrowthLowSeoul, Malaysia2026-11-03
Inspire Investing, LLC
39,913$4.2M0.2%GARPHighMeridian, ID2026-10-22
ProShare Advisors LLC
39,859$4.2M0.0%GrowthLowBethesda, MD2026-10-29
Xponance LLC
37,352$3.9M0.0%IndexVery LowPhiladelphia, PA2026-11-03
IFM Investors Pty Ltd
37,134$3.9M0.0%IndexVery LowMelbourne, China2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
36,584$3.8M0.0%CoreLowHarrisburg, PA2026-11-03
Exchange Traded Concepts, LLC
35,464$3.7M0.0%GrowthMediumOklahoma City, OK2026-10-28
Retirement Systems of Alabama
34,724$3.6M0.0%IndexLowMontgomery, AL2026-11-04
Moran Wealth Management, LLC
32,762$3.4M0.1%CoreMediumNaples, FL2026-10-22
Farrell Financial LLC
31,649$3.3M1.8%ETFVery LowOrchard Park, NY2026-10-16
Fifth Third Bancorp
31,042$3.2M0.0%IndexVery LowCincinnati, OH2026-11-05
Daiwa Securities Group Inc.
30,845$3.2M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Neos Investment Management LLC
30,472$3.2M0.0%IndexVery LowWestport, CT2026-11-04
Rakuten Investment Management, Inc.
29,993$3.2M0.0%ETFMediumTokyo, Mexico2026-10-30
Ashton Thomas Private Wealth, LLC
29,410$3.1M0.1%CoreMediumScottsdale, AZ2026-11-03
Reflection Asset Management
29,373$3.1M1.3%GrowthMediumIsle Of Palms, SC2026-10-28
Ag2r LA Mondiale Gestion D'actifs
29,358$3.1M0.1%GrowthLowParis, India2026-10-26
B. Metzler seel. Sohn & Co. AG
28,784$3.0M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Amalgamated Bank
28,230$2.9K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
27,526$2.9M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
AGF Management LTD
26,064$2.7M0.0%GrowthHighToronto, Australia2026-11-03
New York Life Investment Management LLC
24,632$2.6M0.0%GrowthLowNew York, NY2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
24,624$2.6M0.0%IndexVery LowTokyo, Mexico2026-10-20
Machina Capital S.A.S.
23,448$2.4M0.3%ValueVery HighParis, India2026-11-05
Cooper Investors PTY LTD
23,210$2.4M1.3%CoreHighMelbourne, Victoria, China2026-10-13
UniSuper Management Pty Ltd
21,693$2.3M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Oregon Public Employees Retirement Fund
20,387$2.1M0.0%IndexVery LowTigard, OR2026-10-30
Crossmark Global Holdings, Inc.
19,975$2.1M0.0%GARPMediumHouston, TX2026-10-21
OP Asset Management Ltd
19,369$2.0M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Beese Fulmer Investment Management, Inc.
18,465$1.9M0.1%CoreLowCanton, OH2026-10-23
Elevation Point Wealth Partners, LLC
17,806$1.9M0.0%CoreHighDenver, CO2026-11-05
University of Texas S AM Investment Management Co
17,607$1.8M0.2%CoreHighAustin, TX2026-11-03
Oak Thistle LLC
17,456$1.8M0.2%ValueVery HighNew York, NY2026-10-21
Mutual of America Capital Management LLC
16,956$1.8M0.0%IndexLowNew York, NY2026-10-23
Thrivent Financial for Lutherans
15,408$1.6K0.0%GARPMediumMinneapolis, MN2026-11-05
Modera Wealth Management, LLC
15,003$1.6M0.0%ETFVery LowWestwood, NJ2026-10-28
Compass Financial Management LLC
14,608$1.5M0.2%CoreN/ATampa, FL2026-10-30
Tectonic Advisors LLC
14,400$1.5M0.1%YieldLowFrisco, TX2026-10-22
HB Wealth Management, LLC
14,004$1.5M0.0%IndexVery LowAtlanta, GA2026-10-23
Gulf International Bank (UK) Ltd
13,367$1.4K0.0%CoreVery LowLondon, United Kingdom2026-10-20
Beacon Financial Group
13,161$1.4M0.1%ETFMediumDallas, TX2026-10-19
Guidance Capital, Inc
12,885$1.4M0.3%ETFMediumLousville, KY2026-11-03
Park Avenue Securities LLC
12,871$1.3K0.0%ETFMediumNew York, NY2026-10-26
Hedges Asset Management LLC
12,700$1.3M0.9%YieldLowReno, NV2026-10-29
Equitable Trust Co
12,500$1.3M0.1%CoreLowNashville, TN2026-10-13
Vise Technologies, Inc.
12,451$1.3M0.0%IndexLowNew York, NY2026-10-29
Carderock Capital Management Inc
12,000$1.3M0.3%GrowthLowChevy Chase, MD2026-10-22
Arnhold LLC
12,000$1.3M0.1%GARPLowNew York, NY2026-10-26
Gamma Investing LLC
11,447$1.2M0.0%IndexVery LowFoster City, CA2026-10-08
ABN Amro Investment Solutions
11,419$1.2M0.0%GrowthLowParis Cedex 008, India2026-10-21
Quadcap Wealth Management, LLC
11,410$1.2M0.1%ETFLowFrisco, TX2026-11-02
Aware Super Pty Ltd as trustee of Aware Super
11,302$1.2M0.0%GrowthMediumSydney, China2026-10-30
Salvus Wealth Management, LLC
11,148$1.2M0.7%CoreMediumRed Bank, NJ2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
10,441$1.1M0.0%GrowthVery LowSeattle, WA2026-10-27
Quilter Plc
10,040$1.0M0.0%GrowthLowLondon, United Kingdom2026-10-21
Summit Global Investments
9,968$1.0K0.0%CoreMediumBountiful, UT2026-10-28
Maryland State Retirement & Pension System
9,785$1.0M0.0%IndexVery LowBaltimore, MD2026-11-05
Montag A & Associates Inc
9,500$992.1K0.0%CoreLowAtlanta, GA2026-10-29
US Bancorp \de\
9,464$988.3K0.0%IndexLowMinneapolis, MN2026-11-05
Hartford Investment Management Co
9,316$972.9K0.0%IndexVery LowHartford, CT2026-11-04
Aaron Wealth Advisors LLC
9,245$965.5K0.0%GrowthMediumChicago, IL2026-10-13
Parallel Advisors, LLC
9,221$963.0K0.0%IndexLowSan Francisco, CA2026-11-03
Kestra Private Wealth Services, LLC
9,093$949.6K0.0%GrowthLowAustin, TX2026-10-30
Contravisory Investment Management, Inc.
9,064$946.6K0.2%MomentumHighNorwell, MA2026-10-13
Shikiar Asset Management Inc
8,640$9020.0%CoreMediumNew York, NY2026-10-20
Ritholtz Wealth Management
8,621$900.3K0.0%IndexLowNew York, NY2026-11-05
Chicago Partners Investment Group LLC
8,582$961.3K0.0%GARPLowChicago, IL2026-10-27
Evergreen Capital Management LLC
8,532$891.0K0.0%GARPMediumBellevue, WA2026-10-23
Presilium Private Wealth, LLC
8,487$886.3K0.1%ETFVery LowRadnor, PA2026-10-26
New Mexico Educational Retirement Board
8,395$8770.0%IndexVery LowSanta Fe, NM2026-11-05
Mill Capital Management, LLC
8,266$863.2K0.1%CoreLowConcord, NC2026-10-26
NorthCrest Asset Manangement, LLC
8,158$877.8K0.0%GrowthLowPlymouth, MN2026-10-13
Louisiana State Employees Retirement System
8,100$845.9K0.0%IndexLowBaton Rouge, LA2026-10-20
Y-Intercept (Hong Kong) Ltd
8,084$844.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Signature Wealth Management Partners, LLC
7,979$833.2K0.4%GrowthVery LowMontvale, NJ2026-10-21
Candriam S.C.A.
7,768$814.2K0.0%GrowthMediumStrassen, Netherlands2026-11-03
Enterprise Financial Services Corp
7,739$808.2K0.3%CoreVery LowClayton, MO2026-11-03
Novem Group
7,616$795.4K0.1%ETFMediumRochester, NY2026-10-19
Smith Partners Wealth Management, LLC
7,500$783.2K0.6%ETFMediumGreensboro, NC2026-11-05
CenterBook Partners LP
7,393$772.1K0.0%ValueVery HighGreenwich, CT2026-11-02
Inscription Capital, LLC
7,363$768.9K0.1%GARPMediumHouston, TX2026-11-02
AlphaCore Capital LLC
7,106$742.1K0.0%ETFLowLa Jolla, CA2026-11-04
Glenview Trust Co
6,804$710.5K0.0%GrowthVery LowLouisville, KY2026-10-28
Turtle Creek Wealth Advisors, LLC
6,751$705.0K0.0%GrowthLowDallas, TX2026-10-15
Compound Planning, Inc.
6,510$679.9K0.0%CoreLowNew York, NY2026-11-05
North Dakota State Investment Board
6,370$665.2K0.0%GrowthMediumBismarck, ND2026-10-27
Crestwood Advisors Group, LLC
6,285$656.3K0.0%GrowthLowBoston, MA2026-10-27
Tokio Marine Asset Management Co LTD
5,774$603.0K0.0%GrowthLowTokyo, Mexico2026-10-26
Neville Rodie & Shaw Inc
5,670$5920.0%GrowthLowNew York, NY2026-10-05
Certuity, LLC
5,655$590.6K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Assetmark, Inc
5,533$577.8K0.0%ETFLowConcord, CA2026-10-21
Praxis Investment Management Inc
5,440$5680.0%CoreLowGoshen, IN2026-11-03
Signaturefd, LLC
5,433$567.4K0.0%IndexLowAtlanta, GA2026-10-23
Choreo, LLC
5,391$563.0K0.0%IndexLowRockford, IL2026-10-28
Commonwealth Equity Services, LLC
5,327$556.3K0.0%ETFLowWaltham, MA2026-11-02
Concurrent Investment Advisors, LLC
5,321$555.7K0.0%GrowthMediumTampa, FL2026-10-16
Daymark Wealth Partners, LLC
5,271$550.5K0.0%CoreLowCincinnati, OH2026-11-04
Atria Investments, Inc
5,124$535.1K0.0%CoreMediumCharlotte, NC2026-10-15
PensionDanmark Pensionsforsikringsaktieselskab
5,100$532.6K0.0%IndexLowCopenhagen O, Greece2026-10-19
Teza Capital Management LLC
5,092$531.8K0.5%ValueHighAustin, TX2026-10-23
Williams Jones Wealth Management, Llc.
5,033$525.6K0.0%GrowthLowNew York, NY2026-11-05
HUB Investment Partners, LLC
5,012$523.4K0.0%GrowthLowAustin, TX2026-11-03
Gateway Investment Advisers LLC
5,010$523.2K0.0%GrowthLowCincinnati, OH2026-10-13
Sanders Morris Harris LLC
5,000$522.2K0.1%GARPLowHouston, TX2026-10-14
Greenleaf Trust
4,967$518.7K0.0%CoreLowKalamazoo, MI2026-10-29
Farther Finance Advisors, LLC
4,931$515.0K0.0%IndexLowSan Francisco, CA2026-10-08
Autumn Glory Partners, LLC
4,920$513.8K0.1%CoreMediumDallas, TX2026-10-26
Oppenheimer & Co Inc
4,895$511.2K0.0%CoreLowNew York, NY2026-10-26
111 Capital
4,860$507.5K0.1%CoreVery HighParis, India2026-11-03
Sterling Capital Management LLC
4,831$504.5K0.0%GARPMediumCharlotte, NC2026-10-22
Wedmont Private Capital
4,513$485.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Brewster Financial Planning LLC
4,508$470.8K0.3%ETFVery LowBrooklyn, NY2026-10-13
Generali Asset Management SPA SGR
4,493$469.2K0.0%CoreLowTrieste, Latvia2026-10-26
Strs Ohio
4,459$465.7K0.0%CoreMediumColumbus, OH2026-10-30
Brighton Jones LLC
4,404$460.0K0.0%CoreVery LowSeattle, WA2026-11-03
AlphaCentric Advisors LLC
4,346$453.9K0.4%CoreHighSan Juan, PR2026-11-03
Washington Trust Co
4,200$438.6K0.0%GrowthVery LowWesterly, RI2026-10-22
Ridgewood Investments LLC
4,102$428.4K0.2%ValueMediumSpringfield, NJ2026-10-05
MPS Loria Financial Planners, LLC
4,019$419.7K0.1%ETFVery LowBurr Ridge, IL2026-10-14
Leuthold Group, LLC
3,887$405.9K0.0%ValueMediumMinneapolis, MN2026-11-04
Apollon Wealth Management, LLC
3,868$403.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Mendota Financial Group, LLC
3,859$403.0K0.2%ETFLowMadison, WI2026-10-07
Cypress Point Wealth Management, LLC
3,737$390.3K0.0%ETFLowDallas, TX2026-11-03
Poehling Capital Management, Inc.
3,699$386.3K0.1%ValueLowMadison, WI2026-10-20
Tema Etfs LLC
3,698$386.2K0.0%GrowthMediumNew York, NY2026-10-16
Meixler Investment Management, Ltd.
3,665$382.7K0.2%YieldMediumShow Low, AZ2026-11-03
Moody Lynn Lieberson & Walker, LLC
3,614$377.4K0.0%MomentumLowBoston, MA2026-10-14
Larson Financial Group LLC
3,536$369.3K0.0%GrowthLowSt Louis, MO2026-11-05
Truist Financial Corp
3,522$367.8K0.0%CoreLowCharlotte, NC2026-10-30
V-Square Quantitative Management LLC
3,483$363.7K0.0%CoreLowChicago, IL2026-10-15
Global View Capital Management LLC
3,471$362.5K0.1%ETFHighWaukesha, WI2026-10-28
Versant Capital Management, Inc
3,456$360.9K0.0%GARPLowPhoenix, AZ2026-10-02
Wealth Architects, LLC
3,448$360.1K0.0%ETFVery LowMountain View, CA2026-11-03
J.W. Cole Advisors, Inc.
3,405$355.6K0.0%IndexLowTampa, FL2026-11-05
Brown Financial Advisory
3,377$352.7K0.1%ETFVery LowFairhope, AL2026-11-05
Split Creek LLC DBA Split Creek Capital LLC
3,258$340.2K0.3%CoreMediumNorth Garden, VA2026-11-02
Bryn Mawr Trust Advisors, LLC
3,232$337.5K0.0%CoreLowPhiladelphia, PA2026-11-04
Perigon Wealth Management, LLC
3,186$332.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Bond & Devick Financial Network, Inc.
3,100$323.7K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
First Affirmative Financial Network
3,006$313.9K0.1%CoreN/AColorado Springs, CO2026-10-21
Mechanics Bank Trust Department
3,000$313.3K0.0%CoreLowWalnut Creek, CA2026-10-13
CWA Asset Management Group, LLC
2,949$308.0K0.0%CoreMediumNaples, FL2026-10-19
Private Management Group Inc
2,945$307.5K0.0%YieldLowIrvine, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
2,935$3060.0%ETFLowFairfield, IA2026-11-02
Quadrant Capital Group LLC
2,873$311.6K0.0%CoreLowCincinnati, OH2026-10-20
United Community Bank
2,856$298.3K0.1%CoreLowGreenville, SC2026-10-28
MassMutual Private Wealth & Trust, FSB
2,814$293.9K0.0%CoreLowSpringfield, MA2026-10-05
Regent Peak Wealth Advisors LLC
2,801$292.5K0.1%GrowthLowAtlanta, GA2026-10-13
Ascent Group, LLC
2,781$290.4K0.0%CoreLowVirginia Beach, VA2026-10-30
Whitener Capital Management, Inc.
2,772$289.5K0.1%CoreVery LowRocky Mount, NC2026-10-15
Harbor Capital Advisors, Inc.
2,702$2820.0%ValueHighChicago, IL2026-10-22
Stonehearth Capital Management, LLC
2,700$282.0K0.1%ETFMediumDanvers, MA2026-10-13
Frank, Rimerman Advisors LLC
2,693$281.2K0.0%GrowthLowPalo Alto, CA2026-10-16
Flynn Zito Capital Management, LLC
2,660$277.8K0.1%ETFLowGarden City, NY2026-11-04
Citizens Financial Group Inc
2,607$272.2K0.0%GrowthLowProvidence, RI2026-10-23
Kathmere Capital Management, LLC
2,559$267.2K0.0%ETFLowWayne, PA2026-10-20
Kestra Advisory Services, LLC
2,519$263.1K0.0%CoreLowAustin, TX2026-11-02
Abner Herrman & Brock LLC
2,500$2610.0%GARPLowJersey City, NJ2026-10-20
Counterpoint Mutual Funds LLC
2,487$259.7K0.0%Deep ValueVery HighSan Diego, CA2026-10-16
Central Trust Co
2,474$258.4K0.0%CoreLowJefferson City, MO2026-11-05
Fifth Third Wealth Advisors LLC
2,463$257.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Sowell Financial Services LLC
2,431$253.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
RW Investment Management LLC
2,424$253.1K0.0%ETFLowEagle, ID2026-11-03
First Citizens Financial Corp
2,396$250.2K0.1%ETFLowMason City, IA2026-10-02
MGO One Seven LLC
2,388$249.4K0.0%GrowthLowBeachwood, OH2026-10-28
First Nebraska Trust Co
2,382$248.8K0.0%CoreVery LowLincoln, NE2026-10-30
Keybank National Association
2,365$247.0K0.0%CoreLowBrooklyn, OH2026-11-04
Assenagon Asset Management S.A.
2,342$244.6K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
EverSource Wealth Advisors, LLC
2,322$242.5K0.0%CoreMediumBirmingham, AL2026-11-04
Mather Group, Llc.
2,312$241.4K0.0%ETFMediumChicago, IL2026-10-14
Oslo Pensjonsforsikring AS
2,251$235.1K0.0%ValueLowOslo, Norway2026-10-15
Heritage Investors Management Corp
2,240$2340.0%CoreVery LowBethesda, MD2026-10-29
GC Wealth Management RIA, LLC
2,208$230.6K0.0%GrowthMediumCambridge, MA2026-11-02
First Command Advisory Services, Inc.
2,196$229.3K0.0%IndexLowFort Worth, TX2026-11-05
Sagespring Wealth Partners, LLC
2,180$227.7K0.0%ETFLowFranklin, TN2026-10-22
Imc-Chicago, LLC
2,146$224.1K0.0%GARPVery HighChicago, IL2026-11-05
1900 Wealth Management LLC
2,123$221.7K0.0%ETFLowSan Antonio, TX2026-10-13
Mission Wealth Management, LP
2,092$218.5K0.0%ETFLowSanta Barbara, CA2026-10-15
Barry Investment Advisors, LLC
2,079$217.1K0.0%ETFLowNew Bedford, MA2026-10-14
CX Institutional
2,069$2160.0%CoreMediumAuburn, IN2026-10-02
Capital Investment Advisors, LLC
2,041$213.2K0.0%CoreLowAtlanta, GA2026-10-22
Philadelphia Trust Co
2,000$2090.0%GrowthLowPhiladelphia, PA2026-11-05
Tcfg Investment Advisors, LLC
2,000$208.9K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
PDS Planning, Inc
1,990$207.8K0.0%IndexVery LowDublin, OH2026-11-03
Creekside Partners
1,980$206.8K0.1%ETFVery LowPetaluma, CA2026-11-04
Wealthcare Advisory Partners LLC
1,957$204.4K0.0%ETFLowWest Chester, PA2026-10-21
Accurate Wealth Management, LLC
1,939$210.3K0.0%CoreMediumWesley Chapel, FL2026-10-20
Trust Asset Management LLC
1,928$201.3K0.0%ETFVery LowHouston, TX2026-11-03
Lido Advisors, LLC
1,916$200.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Raiffeisen Bank International AG
1,869$198.0K0.0%GrowthMediumVienna, Chile2026-10-28
IFP Advisors, Inc
1,835$191.6K0.0%GrowthLowTampa, FL2026-10-16
Fulcrum Asset Management LLP
1,754$185.8K0.0%CoreMediumLondon, United Kingdom2026-11-04
Summit Securities Group LLC
1,682$175.7K0.0%CoreVery HighNew York, NY2026-11-05
Caitong International Asset Management Co., Ltd
1,576$164.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Simplex Trading, LLC
1,366$142.7K0.0%CoreVery HighChicago, IL2026-11-04
Trust Co of Vermont
1,355$141.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Capital Advisors, Ltd. LLC
1,345$1400.0%ETFLowShaker Heights, OH2026-10-27
Parkside Financial Bank & Trust
1,344$140.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
TD Waterhouse Canada Inc.
1,221$128.5K0.0%CoreLowToronto, Australia2026-10-16
Jnba Financial Advisors
1,200$125.3K0.0%ETFMediumBloomington, MN2026-11-03
Leonteq Securities AG
1,122$117.2K0.0%CoreHighZurich, Switzerland2026-10-29
BI Asset Management Fondsmaeglerselskab A/S
1,085$1130.0%CoreMediumKobenhavn, Greece2026-10-22
Balance Wealth Partners LLC
1,031$107.6K0.0%ETFMediumWorthington, OH2026-10-27
Quaker Wealth Management, LLC
1,005$105.0K0.0%ETFMediumMoorestown, NJ2026-10-22
Washington Trust Advisors, Inc.
971$101.4K0.0%GrowthLowWellesley, MA2026-10-22
Root Financial Partners, LLC
904$94.4K0.0%ETFMediumEncinitas, CA2026-10-21
USA Financial Formulas
855$89.3K0.0%ETFVery HighAda, MI2026-10-16
Spire Wealth Management
829$86.6K0.0%GrowthMediumMclean, VA2026-10-30
Hanson & Doremus Investment Management
809$840.0%CoreVery LowBurlington, VT2026-10-16
Elyxium Wealth, LLC
757$79.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Trust Co of Toledo NA
650$67.9K0.0%GrowthVery LowHolland, OH2026-10-16
State of Wyoming
647$67.6K0.0%ValueHighCheyenne, WY2026-10-28
Bell Investment Advisors, Inc
613$64.0K0.0%ETFVery LowOrinda, CA2026-10-29
Kimelman & Baird, LLC
601$62.8K0.0%CoreLowNew York, NY2026-11-03
Eastern Bank
600$62.7K0.0%GrowthMediumBoston, MA2026-10-05
Cromwell Holdings LLC
594$62.0K0.0%IndexLowJackson, WY2026-10-28
Deseret Mutual Benefit Administrators
512$53.5K0.0%CoreMediumSalt Lake City, UT2026-11-04
Beacon Investment Advisory Services, Inc.
500$52.2K0.0%GrowthLowMorristown, NJ2026-10-13
Cassaday & Co Wealth Management LLC
480$50.1K0.0%ETFVery LowMclean, VA2026-10-27
TD Private Client Wealth LLC
456$47.6K0.0%ETFLowNew York, NY2026-10-28
SJS Investment Consulting Inc.
450$47.0K0.0%ETFVery LowSylvania, OH2026-10-26
SBI Securities Co., Ltd.
444$46.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
MTM Investment Management, LLC
444$46.4K0.0%CoreVery LowSpartanburg, SC2026-10-30
Y.D. More Investments Ltd
437$45.6K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Fortitude Family Office, LLC
428$44.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Elevation Wealth Partners, LLC
422$44.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Owl Creek Wealth Partners LLC
403$42.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Center for Financial Planning, Inc.
400$41.8K0.0%ETFLowSouthfied, MI2026-10-26
GHP Investment Advisors, Inc.
378$39.5K0.0%CoreVery LowDenver, CO2026-10-15
Essential Partners LLC
378$39.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Princeton Global Asset Management LLC
377$39.4K0.0%GrowthLowPrinceton, NJ2026-10-21
Westside Investment Management, Inc.
370$39.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Covestor Ltd
358$370.0%ValueHighLondon, United Kingdom2026-10-30
Harbor Investment Advisory, LLC
317$33.1K0.0%GrowthLowLutherville, MD2026-10-13
Blue Trust, Inc.
315$32.9K0.0%ETFLowBrentwood, TN2026-10-15
Reyes Financial Architecture, Inc.
306$32.0K0.0%ETFVery HighSan Diego, CA2026-10-22
North Star Investment Management Corp.
300$31.3K0.0%CoreLowChicago, IL2026-10-27
True Wealth Design, LLC
278$29.0K0.0%ETFMediumAkron, OH2026-10-13
Pinnacle Wealth Planning Services, Inc.
278$29.0K0.0%GARPLowMansfield, OH2026-10-27
Clean Yield Group
263$27.5K0.0%CoreLowNorwich, VT2026-10-28
JFS Wealth Advisors, LLC
231$24.1K0.0%ETFVery LowHermitage, PA2026-11-03
Private Trust Co NA
230$24.0K0.0%CoreLowCleveland, OH2026-10-20
Lanark Financial, Inc.
206$21.5K0.0%CoreMediumBirmingham, AL2026-10-26
Nova Financial LLC
200$20.9K0.0%N/AN/ATucson, AZ2026-11-04
Jacobi Capital Management LLC
197$20.5K0.0%CoreLowPittston, PA2026-11-05
Torren Management, LLC
193$20.2K0.0%ETFMediumSan Diego, CA2026-10-29
Pension & Wealth Management Advisors, Inc.
188$19.6K0.0%ETFLowWaltham, MA2026-10-16
Creative Financial Designs Inc
162$16.9K0.0%ETFMediumKokomo, IN2026-11-04
Manchester Capital Management LLC
154$16.1K0.0%CoreLowManchester, VT2026-10-22
Private Wealth Management Group, LLC
142$14.8K0.0%ETFLowPrinceton, NJ2026-10-19
Silver Grove Financial Group, Inc.
139$14.5K0.0%CoreMediumOrchard Park, NY2026-11-05
MV Capital Management, Inc.
136$14.2K0.0%ETFLowBethesda, MD2026-10-29
GoalVest Advisory LLC
124$12.9K0.0%ETFMediumNew York, NY2026-10-02
Halbert Hargrove Global Advisors, LLC
122$12.7K0.0%ETFLowLong Beach, CA2026-10-16
High Note Wealth, LLC
114$11.9K0.0%ETFVery LowDeephaven, MN2026-10-27
Ascentis Independent Advisors
113$11.8K0.0%ETFLowDallas, TX2026-11-03
Horizon Financial Services, LLC
112$11.7K0.0%ETFLowWinston Salem, NC2026-11-04
Hughes Financial Services, LLC
108$12.1K0.0%ETFLowHerndon, VA2026-10-30
Grove Bank & Trust
105$11.0K0.0%ETFLowMiami, FL2026-10-08
Avion Wealth
105$100.0%ETFLowThe Woodlands, TX2026-11-04
DT Investment Partners, LLC
94$9.8K0.0%ETFVery LowChadds Ford, PA2026-10-27
James T. Borello RIA
87$9.1K0.0%ETFVery LowEast Dundee, IL2026-10-16
First Horizon Corp
83$8.7K0.0%CoreLowMemphis, TN2026-10-26
Salomon & Ludwin, LLC
74$7.7K0.0%ETFVery LowRichmond, VA2026-10-29
Creative Capital Management Investments LLC
70$7.3K0.0%ETFLowSan Diego, CA2026-10-28
Global Trust Asset Management, LLC
64$6.7K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Proathlete Wealth Management LLC
60$6.3K0.0%ETFVery LowBoca Raton, FL2026-10-15
Fairman Group, LLC
60$6.3K0.0%ETFLowChesterbrook, PA2026-10-26
Arlington Trust Co LLC
57$6.0K0.0%ETFMediumBirmingham, AL2026-10-20
Bay Harbor Wealth Management, LLC
53$5.5K0.0%ETFMediumHunt Valley, MD2026-11-03
Financial Management Professionals, Inc.
53$5.5K0.0%ETFMediumAustin, TX2026-10-23
Physician Wealth Advisors, Inc.
52$5.4K0.0%ETFMediumMidvale, UT2026-10-20
Tradewinds Capital Management, LLC
50$5.2K0.0%ETFVery HighBellingham, WA2026-10-23
Smallwood Wealth Investment Management, LLC
47$5.0K0.0%ETFVery LowRed Bank, NJ2026-10-30
Next Level Wealth Planning, LLC
40$4.2K0.0%ETFVery LowMeridian, ID2026-10-29
American Capital Advisory, LLC
37$3.9K0.0%ETFLowKetchum, ID2026-10-28
Bfsg, LLC
35$3.7K0.0%CoreLowIrvine, CA2026-10-30
KFG LLC
32$3.3K0.0%ETFN/ARapid City, SD2026-11-02
Ares Financial Consulting, LLC
31$3.2K0.0%CoreLowCalabasas, CA2026-10-19
Provenance Wealth Advisors, LLC
29$3.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Financial Consulate, Inc
27$2.8K0.0%ETFLowHunt Valley, MD2026-10-23
Heritage Family Offices, LLP
27$2.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Retirement Wealth Solutions LLC
27$2.8K0.0%ETFLowMarshfield, WI2026-10-07
Armstrong Advisory Group, Inc
26$2.7K0.0%ETFHighNeedham, MA2026-10-09
Wolff Wiese Magana LLC
25$2.6K0.0%GrowthLowCarslbad, CA2026-10-15
TFC Financial Management, Inc.
25$2.6K0.0%ETFVery LowBoston, MA2026-10-26
Highline Wealth Partners LLC
22$2.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Clark Wealth Partners
19$2.0K0.0%ETFVery LowO'Fallon, IL2026-10-19
Burk Holdings LLC
18$1.9K0.0%ETFVery LowTulsa, OK2026-11-05
Aspect Partners, LLC
17$1.8K0.0%ETFMediumFairfax, VA2026-10-20
Planning Strategies Inc.
17$1.8K0.0%ETFN/ALancaster, PA2026-10-02
Cape Investment Advisory, Inc.
15$1.6K0.0%ETFLowMcdonough, GA2026-10-13
Mosley Wealth Management
14$1.5K0.0%ETFHighAnaheim, CA2026-10-16
West Paces Advisors Inc.
13$1.4K0.0%ETFLowAtlanta, GA2026-10-13
Maseco LLP
12$1.3K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Nvwm, LLC
10$1.0K0.0%GrowthMediumYardley, PA2026-10-14
Ascentis Wealth Management, LLC
10$1.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Birch Financial Group, LLC
10$1.0K0.0%CoreLowKeene, NH2026-10-27
Bare Financial Services, Inc
10$1.0K0.0%ETFVery LowGap, PA2026-11-04
Navigoe, LLC
10$10.0%ETFVery LowRedondo Beach, CA2026-11-04
Three Bridge Wealth Advisors, LLC
8$8350.0%ETFLowLos Altos, CA2026-11-05
DecisionPoint Financial, LLC
7$7360.0%ETFVery LowMesa, AZ2026-10-27
WestEnd Advisors, LLC
6$6270.0%ETFMediumCharlotte, NC2026-10-27
Ashurst Perkins Coie Trust Co
6$6260.0%CoreVery LowSeattle, WA2026-10-15
Davis Capital Management
6$6270.0%CoreLowJacksonville, FL2026-10-08
Signature Equity Partners, LLC
5$5220.0%GrowthMediumColumbus, OH2026-10-29
NorthAvenue LLC
4$4180.0%ETFVery LowColumbus, OH2026-10-29
Asset Dedication, LLC
4$4180.0%ETFLowSan Francisco, CA2026-11-03
Align Financial, LLC
3$3130.0%ETFVery LowHermantown, MN2026-10-16
Abound Wealth Management
2$2090.0%ETFVery LowFranklin, TN2026-10-26
Maryland Capital Advisors Inc.
2$2090.0%ETFVery LowChester, MD2026-10-15
Rakuten Securities, Inc.
2$2090.0%Agg GrowthHighTokyo, Mexico2026-11-02
Gilpin Wealth Management, LLC
1$1050.0%GrowthLowDenver, CO2026-10-09
Bokf, NA
1$1040.0%CoreLowTulsa, OK2026-10-27
Monetary Solutions, Ltd
1$1040.0%ETFVery LowDayton, OH2026-10-22
Signature Resources Capital Management, LLC
1$1040.0%ETFLowNewport Beach, CA2026-10-16
3 Factor Indexing, LLC
1$1050.0%ETFLowSacramento, CA2026-10-15
Godsey & Gibb, Inc
1$1050.0%CoreLowRichmond, VA2026-10-14
Illumine Investment Management, LLC
0$1.1M0.7%Agg GrowthVery LowPoulsbo, WA2026-10-22
Valued Wealth Advisors LLC
0$20.0%IndexVery LowHolladay, UT2026-11-05