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Lumen Technologies Inc (LUMN)

CUSIP: 550241103 | NYSE | Communication Services · Telecom Services | Mid Cap | 1836 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ADan Hagan75,000,0007.3%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/ADan Hagan75,000,000
7.3% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP14,881,320
0.0% of portfolio›$83.3M
CapWealth Advisors, LLC6,949,193
2.9% of portfolio›$38.9M
Bank of New York Mellon Corp6,473,044
0.0% of portfolio›$36.2M
Principal Financial Group Inc4,536,308
0.0% of portfolio›$25.4M
Penn Capital Management Company, LLC2,719,257
1.1% of portfolio›$15.3M
Citigroup Inc2,275,491
0.0% of portfolio›$12.7M
MacKenzie Financial Corp1,883,252
0.0% of portfolio›$10.5M
Congress Asset Management Co1,191,427
0.0% of portfolio›$6.7M
Imc-Chicago, LLC934,941
0.0% of portfolio›$5.2M
New York State Teachers Retirement System767,958
0.0% of portfolio›$4.3K
Thrivent Financial for Lutherans723,572
0.0% of portfolio›$4.1K
LEE Danner & Bass Inc601,080
0.2% of portfolio›$3.4M
Creative Planning574,696
0.0% of portfolio›$3.2M
Kestra Advisory Services, LLC431,693
0.0% of portfolio›$2.4M
Virginia Retirement Systems ET Al404,300
0.0% of portfolio›$2.3M
Louisiana State Employees Retirement System404,200
0.0% of portfolio›$2.3M
Choreo, LLC398,056
0.0% of portfolio›$2.2M
Antipodes Partners Ltd341,812
0.0% of portfolio›$1.9M
Simplex Trading, LLC341,229
0.0% of portfolio›$1.9M
State of New Jersey Common Pension Fund D330,324
0.0% of portfolio›$1.8M
Gateway Investment Advisers LLC329,110
0.0% of portfolio›$1.8M
Mraz, Amerine & Associates, Inc.322,894
0.3% of portfolio›$1.8M
Yousif Capital Management, LLC307,252
0.0% of portfolio›$1.7M
Nations Financial Group Inc,296,572
0.1% of portfolio›$1.7M
October Effect Ltd288,925
1.6% of portfolio›$1.6M
Credit Capital Investments LLC285,000
0.9% of portfolio›$1.6M
Arizona State Retirement System268,606
0.0% of portfolio›$1.5M
Strs Ohio260,400
0.0% of portfolio›$1.5M
Amalgamated Bank246,645
0.0% of portfolio›$1.4K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS223,580
0.0% of portfolio›$1.3M
Oregon Public Employees Retirement Fund212,879
0.0% of portfolio›$1.2M
State of Alaska, Department of Revenue209,171
0.0% of portfolio›$1.2K
Fifth Third Bancorp205,148
0.0% of portfolio›$1.1M
Investors Asset Management of Georgia Inc177,700
0.4% of portfolio›$995.1K
Quadrant Capital Group LLC166,768
0.0% of portfolio›$832.2K
Fulcrum Asset Management LLP151,727
0.0% of portfolio›$840.6K
ProShare Advisors LLC150,188
0.0% of portfolio›$841.1K
Pictet Asset Management Holding SA149,340
0.0% of portfolio›$836.3K
New York Life Investment Management LLC140,267
0.0% of portfolio›$785.5K
Steel Grove Capital Advisors, LLC127,552
0.1% of portfolio›$714.3K
Mutual of America Capital Management LLC108,277
0.0% of portfolio›$606.4K
Robertson Stephens Wealth Management, LLC106,024
0.0% of portfolio›$593.7K
Perigon Wealth Management, LLC104,786
0.0% of portfolio›$586.8K
Mariner Investment Group LLC100,000
0.1% of portfolio›$560.0K
Xponance LLC92,073
0.0% of portfolio›$515.6K
Evergreen Capital Management LLC90,126
0.0% of portfolio›$504.7K
Wealth Enhancement Advisory Services, LLC77,254
0.0% of portfolio›$429.5K
Atria Investments, Inc76,303
0.0% of portfolio›$427.3K
Avior Wealth Management, LLC71,204
0.0% of portfolio›$398.7K
Cambridge Investment Research Advisors, Inc.69,422
0.0% of portfolio›$389
Compound Planning, Inc.66,631
0.0% of portfolio›$373.1K
Commonwealth Equity Services, LLC64,349
0.0% of portfolio›$360.4K
CIBC Asset Management Inc63,189
0.0% of portfolio›$353.9K
Crossmark Global Holdings, Inc.59,177
0.0% of portfolio›$331.4K
Concurrent Investment Advisors, LLC58,420
0.0% of portfolio›$327.2K
Swiss Life Asset Management Ltd58,045
0.0% of portfolio›$325.1K
Cidel Asset Management Inc53,352
0.0% of portfolio›$298.8K
Deseret Mutual Benefit Administrators52,870
0.1% of portfolio›$296.1K
Mission Wealth Management, LP50,858
0.0% of portfolio›$284.8K
Ethic Inc.49,878
0.0% of portfolio›$279.3K
Fulton Bank, N.A.49,464
0.0% of portfolio›$277.0K
Revisor Wealth Management LLC47,380
0.1% of portfolio›$226.2K
First Citizens Bank & Trust Co45,909
0.0% of portfolio›$257.1K
Parkside Financial Bank & Trust45,645
0.0% of portfolio›$255.6K
Counterpoint Mutual Funds LLC45,335
0.0% of portfolio›$253.9K
Profund Advisors LLC43,844
0.0% of portfolio›$245.5K
Spire Wealth Management43,752
0.0% of portfolio›$245.0K
Nisa Investment Advisors, LLC43,048
0.0% of portfolio›$241.1K
Straight Path Wealth Management40,005
0.0% of portfolio›$224.0K
J. Derek Lewis & Associates Inc.38,399
0.0% of portfolio›$215.0K
DekaBank Deutsche Girozentrale37,188
0.0% of portfolio›$206
Legacy Advisors, LLC35,400
0.0% of portfolio›$198.2K
Sage Rhino Capital LLC35,273
0.0% of portfolio›$197.5K
Allspring Global Investments Holdings, LLC35,097
0.0% of portfolio›$196.2K
Archer Investment Corp34,603
0.0% of portfolio›$193.8K
Praxis Investment Management Inc33,428
0.0% of portfolio›$187
Fifth Third Wealth Advisors LLC31,694
0.0% of portfolio›$177.5K
KBC Group NV31,431
0.0% of portfolio›$176
Abel Hall, LLC30,004
0.0% of portfolio›$168.0K
Wolff Wiese Magana LLC28,767
0.1% of portfolio›$161.1K
111 Capital26,790
0.0% of portfolio›$150.0K
State of Wyoming26,753
0.0% of portfolio›$149.8K
Pinnacle Wealth Planning Services, Inc.24,407
0.0% of portfolio›$136.7K
GK Wealth Management LLC23,309
0.1% of portfolio›$130.5K
Asempa Wealth Advisors23,207
0.1% of portfolio›$129.7K
Truist Financial Corp22,589
0.0% of portfolio›$126.5K
SBI Securities Co., Ltd.21,755
0.0% of portfolio›$121.8K
Caitong International Asset Management Co., Ltd21,219
0.0% of portfolio›$118.8K
Bayforest Capital Ltd21,168
0.2% of portfolio›$118.5K
Farther Finance Advisors, LLC21,101
0.0% of portfolio›$118.2K
Sawgrass Asset Management LLC20,051
0.0% of portfolio›$112.3K
Highline Wealth Partners LLC20,000
0.0% of portfolio›$112.0K
Gamma Investing LLC19,838
0.0% of portfolio›$111.1K
Sterling Capital Management LLC19,033
0.0% of portfolio›$106.6K
J. Safra Sarasin Holding AG18,961
0.0% of portfolio›$106.2K
CoreCap Advisors, LLC18,018
0.0% of portfolio›$100.9K
Smith Salley Wealth Management17,864
0.0% of portfolio›$100.0K
PDS Planning, Inc17,121
0.0% of portfolio›$95.9K
HB Wealth Management, LLC16,903
0.0% of portfolio›$94.7K
Leonteq Securities AG15,886
0.0% of portfolio›$89.0K
Total Clarity Wealth Management, Inc.15,751
0.0% of portfolio›$88.2K
US Bancorp \de\15,510
0.0% of portfolio›$86.9K
Oppenheimer Asset Management Inc.15,472
0.0% of portfolio›$86.6K
Prime Capital Investment Advisors, LLC15,321
0.0% of portfolio›$85.8K
Pacific Sage Partners, LLC14,849
0.0% of portfolio›$83.2K
Inscription Capital, LLC14,671
0.0% of portfolio›$82.2K
Plan Group Financial, LLC14,270
0.0% of portfolio›$63.9K
Capital Investment Advisors, LLC13,825
0.0% of portfolio›$77.4K
Signaturefd, LLC13,514
0.0% of portfolio›$75.7K
Sky Investment Group LLC13,186
0.0% of portfolio›$73.8K
Citizens Financial Group Inc12,948
0.0% of portfolio›$72.5K
J.W. Cole Advisors, Inc.12,871
0.0% of portfolio›$72.1K
Brighton Jones LLC12,738
0.0% of portfolio›$71.3K
Spurstone Advisory Services, LLC12,470
0.9% of portfolio›$69.7K
bLong Financial, LLC12,386
0.0% of portfolio›$69.4K
Fourpath Capital Management, LLC12,005
0.0% of portfolio›$67.2K
Vise Technologies, Inc.11,769
0.0% of portfolio›$65.9K
Oppenheimer & Co Inc11,730
0.0% of portfolio›$65.7K
Trust Point Inc.11,634
0.0% of portfolio›$65.2K
Armstrong, Fleming & Moore, Inc11,147
0.0% of portfolio›$62.4K
PFG Advisors10,831
0.0% of portfolio›$60.7K
SJS Investment Consulting Inc.10,543
0.0% of portfolio›$59.0K
Chicago Partners Investment Group LLC10,359
0.0% of portfolio›$47.3K
Compass Financial Management LLC10,226
0.0% of portfolio›$57.3K
Williams Jones Wealth Management, Llc.10,000
0.0% of portfolio›$56.0K
ASO Group Ltd10,000
0.0% of portfolio›$56
Key Capital Management, Inc10,000
0.0% of portfolio›$56.0K
Firestone Capital Management10,000
0.0% of portfolio›$56.0K
Salomon & Ludwin, LLC9,580
0.0% of portfolio›$53.6K
Covestor Ltd9,507
0.0% of portfolio›$54
Ascentis Wealth Management, LLC8,420
0.0% of portfolio›$47.2K
Asset Planning,Inc8,100
0.0% of portfolio›$45.4K
Nova Financial LLC7,816
0.0% of portfolio›$43.8K
Trust Co5,843
0.0% of portfolio›$32.7K
Parallel Advisors, LLC5,044
0.0% of portfolio›$28.2K
Triumph Capital Management4,804
0.0% of portfolio›$26.9K
Ascentis Independent Advisors3,760
0.0% of portfolio›$21.1K
Nfsg Corp3,300
0.0% of portfolio›$18.5K
True Wealth Design, LLC3,248
0.0% of portfolio›$18.2K
Plante Moran Financial Advisors, LLC2,963
0.0% of portfolio›$16.6K
Financial Perspectives, Inc2,494
0.0% of portfolio›$14.0K
Creative Financial Designs Inc2,435
0.0% of portfolio›$13.6K
Root Financial Partners, LLC2,201
0.0% of portfolio›$12.3K
Meriwether Wealth & Planning, LLC2,132
0.0% of portfolio›$11.9K
Bare Financial Services, Inc2,039
0.0% of portfolio›$11.4K
IFP Advisors, Inc2,004
0.0% of portfolio›$11.2K
Versant Capital Management, Inc1,988
0.0% of portfolio›$11.1K
EverSource Wealth Advisors, LLC1,781
0.0% of portfolio›$10.0K
Harbor Investment Advisory, LLC1,750
0.0% of portfolio›$9.8K
Generali Asset Management SPA SGR1,721
0.0% of portfolio›$9.6K
Axiom Investment Management LLC1,570
0.0% of portfolio›$8.8K
Tributary Capital Management, LLC1,316
0.0% of portfolio›$7.4K
Next Level Wealth Planning, LLC1,311
0.0% of portfolio›$7.3K
Rakuten Securities, Inc.1,307
0.0% of portfolio›$7.3K
Mascoma Wealth Management LLC1,284
0.0% of portfolio›$7.2K
Evermay Wealth Management LLC1,233
0.0% of portfolio›$6.9K
MassMutual Private Wealth & Trust, FSB1,213
0.0% of portfolio›$6.8K
Blue Trust, Inc.1,200
0.0% of portfolio›$6.7K
Adkins Seale Capital Management LLC1,157
0.0% of portfolio›$6.5K
UMB Private Wealth Management, LLC1,148
0.0% of portfolio›$6.4K
Private Wealth Management Group, LLC1,128
0.0% of portfolio›$6.3K
North Star Investment Management Corp.1,048
0.0% of portfolio›$5.9K
Richardson Capital Management LLC1,000
0.0% of portfolio›$5.6K
First Pacific Financial978
0.0% of portfolio›$5.5K
Owl Creek Wealth Partners LLC860
0.0% of portfolio›$4.8K
Heritage Family Offices, LLP850
0.0% of portfolio›$4.8K
Fortitude Family Office, LLC764
0.0% of portfolio›$4.3K
AXS Investments LLC660
0.0% of portfolio›$3.7K
Larson Financial Group LLC593
0.0% of portfolio›$3.3K
Rossby Financial, LCC590
0.0% of portfolio›$3.3K
Bullock Wealth Management Group503
0.0% of portfolio›$2.8K
Rydar Equities, Inc.500
0.0% of portfolio›$3.0K
Wealth Analytics Partners, LLC500
0.0% of portfolio›$2.8K
American Capital Advisory, LLC500
0.0% of portfolio›$2.8K
Adirondack Trust Co500
0.0% of portfolio›$2.8K
Valley National Advisers Inc479
0.0% of portfolio›$2.7K
Balance Wealth Partners LLC475
0.0% of portfolio›$2.7K
JFS Wealth Advisors, LLC474
0.0% of portfolio›$2.7K
Arlington Trust Co LLC474
0.0% of portfolio›$2.7K
Bokf, NA450
0.0% of portfolio›$2.5K
Mather Group, Llc.414
0.0% of portfolio›$2.3K
Assetmark, Inc412
0.0% of portfolio›$2.3K
Holos Integrated Wealth LLC379
0.0% of portfolio›$1.7K
PFS Partners, LLC375
0.0% of portfolio›$2.1K
Physician Wealth Advisors, Inc.373
0.0% of portfolio›$2.1K
Wilmington Savings Fund Society, FSB363
0.0% of portfolio›$2.0K
Avion Wealth317
0.0% of portfolio›$1
Main Street Group, LTD264
0.0% of portfolio›$1.5K
Golden State Wealth Management, LLC241
0.0% of portfolio›$1.4K
Financial Management Professionals, Inc.233
0.0% of portfolio›$1.3K
Armstrong Advisory Group, Inc224
0.0% of portfolio›$1.3K
Bell Investment Advisors, Inc221
0.0% of portfolio›$1.2K
Creative Capital Management Investments LLC200
0.0% of portfolio›$1.1K
Cape Investment Advisory, Inc.200
0.0% of portfolio›$1.1K
Pacific Center for Financial Services198
0.0% of portfolio›$1.1K
High Note Wealth, LLC184
0.0% of portfolio›$1.0K
Bay Harbor Wealth Management, LLC183
0.0% of portfolio›$1.0K
Beacon Investment Advisory Services, Inc.170
0.0% of portfolio›$952
Kozak & Associates, Inc.142
0.0% of portfolio›$679
United Community Bank126
0.0% of portfolio›$706
Lanark Financial, Inc.125
0.0% of portfolio›$700
William Mack & Associates, Inc.122
0.0% of portfolio›$684
Cranbrook Wealth Management, LLC120
0.0% of portfolio›$672
Cedar Mountain Advisors, LLC120
0.0% of portfolio›$672
CX Institutional117
0.0% of portfolio›$1
Gilpin Wealth Management, LLC110
0.0% of portfolio›$616
Financial Consulate, Inc108
0.0% of portfolio›$605
Provenance Wealth Advisors, LLC103
0.0% of portfolio›$577
Barrett & Company, Inc.98
0.0% of portfolio›$547
Jnba Financial Advisors87
0.0% of portfolio›$488
MJT & Associates Financial Advisory Group, Inc.87
0.0% of portfolio›$488
DiNuzzo Private Wealth, Inc.86
0.0% of portfolio›$482
Pflug Koory, LLC74
0.0% of portfolio›$414
Cherry Tree Wealth Management, LLC67
0.0% of portfolio›$376
DeDora Capital, Inc.58
0.0% of portfolio›$325
Laurel Wealth Advisors LLC56
0.0% of portfolio›$314
Marshall & Sterling Wealth Advisors Inc.53
0.0% of portfolio›$296
Asset Dedication, LLC53
0.0% of portfolio›$298
Cassaday & Co Wealth Management LLC49
0.0% of portfolio›$275
Kingdom Financial Group Llc.47
0.0% of portfolio›$263
TD Private Client Wealth LLC45
0.0% of portfolio›$252
Westside Investment Management, Inc.42
0.0% of portfolio›$235
Compass Wealth Management LLC42
0.0% of portfolio›$236
Country Trust Bank41
0.0% of portfolio›$230
Latitude Advisors, LLC39
0.0% of portfolio›$218
FinArc Investments, Inc.36
0.0% of portfolio›$203
Polaris Financial Partners35
0.0% of portfolio›$0
Gables Capital Management Inc.34
0.0% of portfolio›$190
Kimelman & Baird, LLC34
0.0% of portfolio›$191
Reyes Financial Architecture, Inc.34
0.0% of portfolio›$190
Silver Grove Financial Group, Inc.33
0.0% of portfolio›$185
Whipplewood Advisors, LLC32
0.0% of portfolio›$179
Proathlete Wealth Management LLC31
0.0% of portfolio›$173
DecisionPoint Financial, LLC30
0.0% of portfolio›$168
Elevated Capital Advisors, LLC29
0.0% of portfolio›$162
Abound Wealth Management28
0.0% of portfolio›$157
Community Financial Services Group, LLC28
0.0% of portfolio›$157
IFS Advisors, LLC26
0.0% of portfolio›$145
Hilton Head Capital Partners, LLC22
0.0% of portfolio›$121
Davis Capital Management22
0.0% of portfolio›$123
Buck Wealth Strategies, LLC20
0.0% of portfolio›$112
Tradewinds Capital Management, LLC18
0.0% of portfolio›$101
Hughes Financial Services, LLC18
0.0% of portfolio›$86
Tsfg, LLC17
0.0% of portfolio›$0
Ares Financial Consulting, LLC16
0.0% of portfolio›$90
Key FInancial Inc16
0.0% of portfolio›$90
West Paces Advisors Inc.16
0.0% of portfolio›$90
Pittenger & Anderson Inc13
0.0% of portfolio›$73
Moisand Fitzgerald Tamayo, LLC12
0.0% of portfolio›$68
Trust Co of Toledo NA11
0.0% of portfolio›$62
United Financial Planning Group LLC10
0.0% of portfolio›$56
Princeton Global Asset Management LLC10
0.0% of portfolio›$56
West Financial Advisors, LLC9
0.0% of portfolio›$51
Hoey Investments, Inc9
0.0% of portfolio›$51
Sarver Vrooman Wealth Advisors9
0.0% of portfolio›$50
Dorato Capital Management7
0.0% of portfolio›$42
Maryland Capital Advisors Inc.7
0.0% of portfolio›$40
Pension & Wealth Management Advisors, Inc.6
0.0% of portfolio›$34
Bfsg, LLC5
0.0% of portfolio›$28
Nvwm, LLC5
0.0% of portfolio›$28
Godsey & Gibb, Inc3
0.0% of portfolio›$17
Hager Investment Management Services, LLC2
0.0% of portfolio›$11
Trust Co of Vermont2
0.0% of portfolio›$11
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
14,881,320$83.3M0.0%IndexLowAustin, TX2026-11-04
CapWealth Advisors, LLC
6,949,193$38.9M2.9%CoreLowFranklin, TN2026-10-05
Bank of New York Mellon Corp
6,473,044$36.2M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
4,536,308$25.4M0.0%CoreLowDes Moines, IA2026-11-02
Penn Capital Management Company, LLC
2,719,257$15.3M1.1%ValueHighPhiladelphia, PA2026-11-04
Citigroup Inc
2,275,491$12.7M0.0%CoreMediumNew York, NY2026-11-04
MacKenzie Financial Corp
1,883,252$10.5M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Congress Asset Management Co
1,191,427$6.7M0.0%GrowthMediumBoston, MA2026-10-06
Imc-Chicago, LLC
934,941$5.2M0.0%GARPVery HighChicago, IL2026-11-05
New York State Teachers Retirement System
767,958$4.3K0.0%CoreVery LowAlbany, NY2026-10-22
Thrivent Financial for Lutherans
723,572$4.1K0.0%GARPMediumMinneapolis, MN2026-11-05
LEE Danner & Bass Inc
601,080$3.4M0.2%ValueVery LowNashville, TN2026-10-27
Creative Planning
574,696$3.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Kestra Advisory Services, LLC
431,693$2.4M0.0%CoreLowAustin, TX2026-11-02
Virginia Retirement Systems ET Al
404,300$2.3M0.0%CoreMediumRichmond, VA2026-10-28
Louisiana State Employees Retirement System
404,200$2.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Choreo, LLC
398,056$2.2M0.0%IndexLowRockford, IL2026-10-28
Antipodes Partners Ltd
341,812$1.9M0.0%ValueHighRoyal Exchange, China2026-11-05
Simplex Trading, LLC
341,229$1.9M0.0%CoreVery HighChicago, IL2026-11-04
State of New Jersey Common Pension Fund D
330,324$1.8M0.0%CoreLowTrenton, NJ2026-11-05
Gateway Investment Advisers LLC
329,110$1.8M0.0%GrowthLowCincinnati, OH2026-10-13
Mraz, Amerine & Associates, Inc.
322,894$1.8M0.3%Deep ValueLowModesto, CA2026-10-30
Yousif Capital Management, LLC
307,252$1.7M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Nations Financial Group Inc,
296,572$1.7M0.1%CoreLowCedar Rapids, IA2026-11-05
October Effect Ltd
288,925$1.6M1.6%GrowthHighVirginia Beach, VA2026-10-20
Credit Capital Investments LLC
285,000$1.6M0.9%GARPLowLivingston, NJ2026-10-22
Arizona State Retirement System
268,606$1.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Strs Ohio
260,400$1.5M0.0%CoreMediumColumbus, OH2026-10-30
Amalgamated Bank
246,645$1.4K0.0%CoreVery LowNew York, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
223,580$1.3M0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
212,879$1.2M0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
209,171$1.2K0.0%CoreVery LowJuneau, AK2026-10-15
Fifth Third Bancorp
205,148$1.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Investors Asset Management of Georgia Inc
177,700$995.1K0.4%GARPLowAtlanta, GA2026-10-20
Quadrant Capital Group LLC
166,768$832.2K0.0%CoreLowCincinnati, OH2026-10-20
Fulcrum Asset Management LLP
151,727$840.6K0.0%CoreMediumLondon, United Kingdom2026-11-04
ProShare Advisors LLC
150,188$841.1K0.0%GrowthLowBethesda, MD2026-10-29
Pictet Asset Management Holding SA
149,340$836.3K0.0%GrowthMediumCarouge, Switzerland2026-11-03
New York Life Investment Management LLC
140,267$785.5K0.0%GrowthLowNew York, NY2026-11-04
Steel Grove Capital Advisors, LLC
127,552$714.3K0.1%ETFLowMemphis, TN2026-10-13
Mutual of America Capital Management LLC
108,277$606.4K0.0%IndexLowNew York, NY2026-10-23
Robertson Stephens Wealth Management, LLC
106,024$593.7K0.0%ETFMediumSan Francisco, CA2026-10-16
Perigon Wealth Management, LLC
104,786$586.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Mariner Investment Group LLC
100,000$560.0K0.1%ETFHighNew York, NY2026-11-04
Xponance LLC
92,073$515.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Evergreen Capital Management LLC
90,126$504.7K0.0%GARPMediumBellevue, WA2026-10-23
Wealth Enhancement Advisory Services, LLC
77,254$429.5K0.0%CoreLowPlymouth, MN2026-10-13
Atria Investments, Inc
76,303$427.3K0.0%CoreMediumCharlotte, NC2026-10-15
Avior Wealth Management, LLC
71,204$398.7K0.0%ETFMediumOmaha, NE2026-10-13
Cambridge Investment Research Advisors, Inc.
69,422$3890.0%ETFLowFairfield, IA2026-11-02
Compound Planning, Inc.
66,631$373.1K0.0%CoreLowNew York, NY2026-11-05
Commonwealth Equity Services, LLC
64,349$360.4K0.0%ETFLowWaltham, MA2026-11-02
CIBC Asset Management Inc
63,189$353.9K0.0%GARPLowToronto, South Africa2026-11-05
Crossmark Global Holdings, Inc.
59,177$331.4K0.0%GARPMediumHouston, TX2026-10-21
Concurrent Investment Advisors, LLC
58,420$327.2K0.0%GrowthMediumTampa, FL2026-10-16
Swiss Life Asset Management Ltd
58,045$325.1K0.0%CoreLowZurich, Switzerland2026-11-03
Cidel Asset Management Inc
53,352$298.8K0.0%CoreMediumToronto, Australia2026-10-29
Deseret Mutual Benefit Administrators
52,870$296.1K0.1%CoreMediumSalt Lake City, UT2026-11-04
Mission Wealth Management, LP
50,858$284.8K0.0%ETFLowSanta Barbara, CA2026-10-15
Ethic Inc.
49,878$279.3K0.0%CoreLowNew York, NY2026-11-03
Fulton Bank, N.A.
49,464$277.0K0.0%CoreLowLancaster, PA2026-10-14
Revisor Wealth Management LLC
47,380$226.2K0.1%CoreLowAkron, OH2026-10-20
First Citizens Bank & Trust Co
45,909$257.1K0.0%CoreMediumRaleigh, NC2026-10-14
Parkside Financial Bank & Trust
45,645$255.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Counterpoint Mutual Funds LLC
45,335$253.9K0.0%Deep ValueVery HighSan Diego, CA2026-10-16
Profund Advisors LLC
43,844$245.5K0.0%GrowthLowBethesda, MD2026-10-29
Spire Wealth Management
43,752$245.0K0.0%GrowthMediumMclean, VA2026-10-30
Nisa Investment Advisors, LLC
43,048$241.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Straight Path Wealth Management
40,005$224.0K0.0%ETFLowJenison, MI2026-10-23
J. Derek Lewis & Associates Inc.
38,399$215.0K0.0%ETFLowNewport Beach, CA2026-11-03
DekaBank Deutsche Girozentrale
37,188$2060.0%CoreLowFrankfurt, Hong Kong2026-10-27
Legacy Advisors, LLC
35,400$198.2K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Sage Rhino Capital LLC
35,273$197.5K0.0%ETFLowMenlo Park, CA2026-10-28
Allspring Global Investments Holdings, LLC
35,097$196.2K0.0%CoreMediumCharlotte, NC2026-11-04
Archer Investment Corp
34,603$193.8K0.0%CoreMediumCarmel, IN2026-11-05
Praxis Investment Management Inc
33,428$1870.0%CoreLowGoshen, IN2026-11-03
Fifth Third Wealth Advisors LLC
31,694$177.5K0.0%IndexVery LowCincinnati, OH2026-10-22
KBC Group NV
31,431$1760.0%CoreMediumBrussels, Czech Republic2026-10-22
Abel Hall, LLC
30,004$168.0K0.0%CoreMediumBaton Rouge, LA2026-10-19
Wolff Wiese Magana LLC
28,767$161.1K0.1%GrowthLowCarslbad, CA2026-10-15
111 Capital
26,790$150.0K0.0%CoreVery HighParis, India2026-11-03
State of Wyoming
26,753$149.8K0.0%ValueHighCheyenne, WY2026-10-28
Pinnacle Wealth Planning Services, Inc.
24,407$136.7K0.0%GARPLowMansfield, OH2026-10-27
GK Wealth Management LLC
23,309$130.5K0.1%GARPVery HighReno, NV2026-10-09
Asempa Wealth Advisors
23,207$129.7K0.1%ETFLowBaton Rouge, LA2026-10-07
Truist Financial Corp
22,589$126.5K0.0%CoreLowCharlotte, NC2026-10-30
SBI Securities Co., Ltd.
21,755$121.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Caitong International Asset Management Co., Ltd
21,219$118.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Bayforest Capital Ltd
21,168$118.5K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Farther Finance Advisors, LLC
21,101$118.2K0.0%IndexLowSan Francisco, CA2026-10-08
Sawgrass Asset Management LLC
20,051$112.3K0.0%GrowthMediumPonte Vedra Beach, FL2026-11-03
Highline Wealth Partners LLC
20,000$112.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Gamma Investing LLC
19,838$111.1K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
19,033$106.6K0.0%GARPMediumCharlotte, NC2026-10-22
J. Safra Sarasin Holding AG
18,961$106.2K0.0%CoreMediumBasel, Switzerland2026-10-26
CoreCap Advisors, LLC
18,018$100.9K0.0%ETFMediumSouthfield, MI2026-10-08
Smith Salley Wealth Management
17,864$100.0K0.0%GrowthLowGreensboro, NC2026-11-03
PDS Planning, Inc
17,121$95.9K0.0%IndexVery LowDublin, OH2026-11-03
HB Wealth Management, LLC
16,903$94.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Leonteq Securities AG
15,886$89.0K0.0%CoreHighZurich, Switzerland2026-10-29
Total Clarity Wealth Management, Inc.
15,751$88.2K0.0%ETFMediumSt. Charles, IL2026-10-26
US Bancorp \de\
15,510$86.9K0.0%IndexLowMinneapolis, MN2026-11-05
Oppenheimer Asset Management Inc.
15,472$86.6K0.0%CoreMediumNew York, NY2026-10-27
Prime Capital Investment Advisors, LLC
15,321$85.8K0.0%ETFLowOverland Park, KS2026-10-20
Pacific Sage Partners, LLC
14,849$83.2K0.0%ETFLowEdmonds, WA2026-10-21
Inscription Capital, LLC
14,671$82.2K0.0%GARPMediumHouston, TX2026-11-02
Plan Group Financial, LLC
14,270$63.9K0.0%ETFMediumOklahoma City, OK2026-10-22
Capital Investment Advisors, LLC
13,825$77.4K0.0%CoreLowAtlanta, GA2026-10-22
Signaturefd, LLC
13,514$75.7K0.0%IndexLowAtlanta, GA2026-10-23
Sky Investment Group LLC
13,186$73.8K0.0%CoreVery LowHartford, CT2026-10-30
Citizens Financial Group Inc
12,948$72.5K0.0%GrowthLowProvidence, RI2026-10-23
J.W. Cole Advisors, Inc.
12,871$72.1K0.0%IndexLowTampa, FL2026-11-05
Brighton Jones LLC
12,738$71.3K0.0%CoreVery LowSeattle, WA2026-11-03
Spurstone Advisory Services, LLC
12,470$69.7K0.9%CoreLowHigganum, CT2026-11-02
bLong Financial, LLC
12,386$69.4K0.0%Agg GrowthLowMemphis, TN2026-10-29
Fourpath Capital Management, LLC
12,005$67.2K0.0%CoreMediumOklahoma City, OK2026-10-19
Vise Technologies, Inc.
11,769$65.9K0.0%IndexLowNew York, NY2026-10-29
Oppenheimer & Co Inc
11,730$65.7K0.0%CoreLowNew York, NY2026-10-26
Trust Point Inc.
11,634$65.2K0.0%CoreMediumLa Crosse, WI2026-10-27
Armstrong, Fleming & Moore, Inc
11,147$62.4K0.0%GrowthVery LowWashington, DC2026-10-28
PFG Advisors
10,831$60.7K0.0%ETFMediumPhoenix, AZ2026-10-16
SJS Investment Consulting Inc.
10,543$59.0K0.0%ETFVery LowSylvania, OH2026-10-26
Chicago Partners Investment Group LLC
10,359$47.3K0.0%GARPLowChicago, IL2026-10-27
Compass Financial Management LLC
10,226$57.3K0.0%CoreN/ATampa, FL2026-10-30
Williams Jones Wealth Management, Llc.
10,000$56.0K0.0%GrowthLowNew York, NY2026-11-05
ASO Group Ltd
10,000$560.0%ValueVery LowRoad Town, Egypt2026-11-05
Key Capital Management, Inc
10,000$56.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Firestone Capital Management
10,000$56.0K0.0%ETFVery LowSouth Miami, FL2026-11-03
Salomon & Ludwin, LLC
9,580$53.6K0.0%ETFVery LowRichmond, VA2026-10-29
Covestor Ltd
9,507$540.0%ValueHighLondon, United Kingdom2026-10-30
Ascentis Wealth Management, LLC
8,420$47.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Asset Planning,Inc
8,100$45.4K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Nova Financial LLC
7,816$43.8K0.0%N/AN/ATucson, AZ2026-11-04
Trust Co
5,843$32.7K0.0%ETFVery LowManhattan, KS2026-10-09
Parallel Advisors, LLC
5,044$28.2K0.0%IndexLowSan Francisco, CA2026-11-03
Triumph Capital Management
4,804$26.9K0.0%ETFMediumDenver, CO2026-10-14
Ascentis Independent Advisors
3,760$21.1K0.0%ETFLowDallas, TX2026-11-03
Nfsg Corp
3,300$18.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
True Wealth Design, LLC
3,248$18.2K0.0%ETFMediumAkron, OH2026-10-13
Plante Moran Financial Advisors, LLC
2,963$16.6K0.0%ETFVery LowSouthfield, MI2026-11-04
Financial Perspectives, Inc
2,494$14.0K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Creative Financial Designs Inc
2,435$13.6K0.0%ETFMediumKokomo, IN2026-11-04
Root Financial Partners, LLC
2,201$12.3K0.0%ETFMediumEncinitas, CA2026-10-21
Meriwether Wealth & Planning, LLC
2,132$11.9K0.0%ETFMediumMinden, LA2026-10-13
Bare Financial Services, Inc
2,039$11.4K0.0%ETFVery LowGap, PA2026-11-04
IFP Advisors, Inc
2,004$11.2K0.0%GrowthLowTampa, FL2026-10-16
Versant Capital Management, Inc
1,988$11.1K0.0%GARPLowPhoenix, AZ2026-10-02
EverSource Wealth Advisors, LLC
1,781$10.0K0.0%CoreMediumBirmingham, AL2026-11-04
Harbor Investment Advisory, LLC
1,750$9.8K0.0%GrowthLowLutherville, MD2026-10-13
Generali Asset Management SPA SGR
1,721$9.6K0.0%CoreLowTrieste, Latvia2026-10-26
Axiom Investment Management LLC
1,570$8.8K0.0%CoreN/ANew York, NY2026-11-03
Tributary Capital Management, LLC
1,316$7.4K0.0%ValueMediumOmaha, NE2026-10-28
Next Level Wealth Planning, LLC
1,311$7.3K0.0%ETFVery LowMeridian, ID2026-10-29
Rakuten Securities, Inc.
1,307$7.3K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Mascoma Wealth Management LLC
1,284$7.2K0.0%ETFVery LowHanover, NH2026-10-23
Evermay Wealth Management LLC
1,233$6.9K0.0%ETFLowArlington, VA2026-11-05
MassMutual Private Wealth & Trust, FSB
1,213$6.8K0.0%CoreLowSpringfield, MA2026-10-05
Blue Trust, Inc.
1,200$6.7K0.0%ETFLowBrentwood, TN2026-10-15
Adkins Seale Capital Management LLC
1,157$6.5K0.0%CoreVery LowShreveport, LA2026-10-27
UMB Private Wealth Management, LLC
1,148$6.4K0.0%GrowthN/AKansas City, MO2026-10-19
Private Wealth Management Group, LLC
1,128$6.3K0.0%ETFLowPrinceton, NJ2026-10-19
North Star Investment Management Corp.
1,048$5.9K0.0%CoreLowChicago, IL2026-10-27
Richardson Capital Management LLC
1,000$5.6K0.0%ETFLowMenomonee Falls, WI2026-10-23
First Pacific Financial
978$5.5K0.0%ETFLowVancouver, WA2026-10-14
Owl Creek Wealth Partners LLC
860$4.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Heritage Family Offices, LLP
850$4.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Fortitude Family Office, LLC
764$4.3K0.0%ETFMediumScottsdale, AZ2026-10-14
AXS Investments LLC
660$3.7K0.0%GrowthMediumPort Chester, NY2026-11-04
Larson Financial Group LLC
593$3.3K0.0%GrowthLowSt Louis, MO2026-11-05
Rossby Financial, LCC
590$3.3K0.0%ETFMediumMelbourne, FL2026-11-05
Bullock Wealth Management Group
503$2.8K0.0%GrowthLowBloomington, IN2026-10-09
Rydar Equities, Inc.
500$3.0K0.0%CoreVery LowWeatherford, TX2026-10-13
Wealth Analytics Partners, LLC
500$2.8K0.0%ETFVery LowSan Diego, CA2026-10-19
American Capital Advisory, LLC
500$2.8K0.0%ETFLowKetchum, ID2026-10-28
Adirondack Trust Co
500$2.8K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Valley National Advisers Inc
479$2.7K0.0%ETFLowBethlehem, PA2026-10-23
Balance Wealth Partners LLC
475$2.7K0.0%ETFMediumWorthington, OH2026-10-27
JFS Wealth Advisors, LLC
474$2.7K0.0%ETFVery LowHermitage, PA2026-11-03
Arlington Trust Co LLC
474$2.7K0.0%ETFMediumBirmingham, AL2026-10-20
Bokf, NA
450$2.5K0.0%CoreLowTulsa, OK2026-10-27
Mather Group, Llc.
414$2.3K0.0%ETFMediumChicago, IL2026-10-14
Assetmark, Inc
412$2.3K0.0%ETFLowConcord, CA2026-10-21
Holos Integrated Wealth LLC
379$1.7K0.0%ETFLowKennett Square, PA2026-10-23
PFS Partners, LLC
375$2.1K0.0%ETFVery LowMine Hill, NJ2026-10-21
Physician Wealth Advisors, Inc.
373$2.1K0.0%ETFMediumMidvale, UT2026-10-20
Wilmington Savings Fund Society, FSB
363$2.0K0.0%CoreLowWilmington, DE2026-10-23
Avion Wealth
317$10.0%ETFLowThe Woodlands, TX2026-11-04
Main Street Group, LTD
264$1.5K0.0%ETFMediumGlen Allen, VA2026-10-28
Golden State Wealth Management, LLC
241$1.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Financial Management Professionals, Inc.
233$1.3K0.0%ETFMediumAustin, TX2026-10-23
Armstrong Advisory Group, Inc
224$1.3K0.0%ETFHighNeedham, MA2026-10-09
Bell Investment Advisors, Inc
221$1.2K0.0%ETFVery LowOrinda, CA2026-10-29
Creative Capital Management Investments LLC
200$1.1K0.0%ETFLowSan Diego, CA2026-10-28
Cape Investment Advisory, Inc.
200$1.1K0.0%ETFLowMcdonough, GA2026-10-13
Pacific Center for Financial Services
198$1.1K0.0%ETFMediumDanville, CA2026-10-15
High Note Wealth, LLC
184$1.0K0.0%ETFVery LowDeephaven, MN2026-10-27
Bay Harbor Wealth Management, LLC
183$1.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Beacon Investment Advisory Services, Inc.
170$9520.0%GrowthLowMorristown, NJ2026-10-13
Kozak & Associates, Inc.
142$6790.0%ETFLowHighlands Ranch, CO2026-10-29
United Community Bank
126$7060.0%CoreLowGreenville, SC2026-10-28
Lanark Financial, Inc.
125$7000.0%CoreMediumBirmingham, AL2026-10-26
William Mack & Associates, Inc.
122$6840.0%ETFLowTroy, MI2026-10-27
Cranbrook Wealth Management, LLC
120$6720.0%ETFVery LowBloomfield Hills, MI2026-10-28
Cedar Mountain Advisors, LLC
120$6720.0%ETFVery LowLake Oswego, OR2026-10-15
CX Institutional
117$10.0%CoreMediumAuburn, IN2026-10-02
Gilpin Wealth Management, LLC
110$6160.0%GrowthLowDenver, CO2026-10-09
Financial Consulate, Inc
108$6050.0%ETFLowHunt Valley, MD2026-10-23
Provenance Wealth Advisors, LLC
103$5770.0%ETFLowFort Lauderdale, FL2026-10-30
Barrett & Company, Inc.
98$5470.0%ETFLowProvidence, RI2026-10-22
Jnba Financial Advisors
87$4880.0%ETFMediumBloomington, MN2026-11-03
MJT & Associates Financial Advisory Group, Inc.
87$4880.0%ETFLowMontevideo, MN2026-10-07
DiNuzzo Private Wealth, Inc.
86$4820.0%ETFLowBeaver, PA2026-10-16
Pflug Koory, LLC
74$4140.0%CoreVery LowOmaha, NE2026-10-26
Cherry Tree Wealth Management, LLC
67$3760.0%ETFVery LowMinnetonka, MN2026-10-15
DeDora Capital, Inc.
58$3250.0%ETFVery LowNapa, CA2026-10-26
Laurel Wealth Advisors LLC
56$3140.0%CoreVery LowCharlotte, NC2026-10-27
Marshall & Sterling Wealth Advisors Inc.
53$2960.0%ETFMediumPoughkeepsie, NY2026-10-28
Asset Dedication, LLC
53$2980.0%ETFLowSan Francisco, CA2026-11-03
Cassaday & Co Wealth Management LLC
49$2750.0%ETFVery LowMclean, VA2026-10-27
Kingdom Financial Group Llc.
47$2630.0%ETFMediumPeoria, AZ2026-11-04
TD Private Client Wealth LLC
45$2520.0%ETFLowNew York, NY2026-10-28
Westside Investment Management, Inc.
42$2350.0%GrowthLowSanta Monica, CA2026-11-02
Compass Wealth Management LLC
42$2360.0%GARPLowGuilford, CT2026-10-22
Country Trust Bank
41$2300.0%GrowthLowBloomington, IL2026-10-30
Latitude Advisors, LLC
39$2180.0%ETFLowYorkville, IL2026-10-27
FinArc Investments, Inc.
36$2030.0%ValueLowNorwood, MA2026-10-14
Polaris Financial Partners
35$00.0%GrowthN/AWesterville, OH2026-10-02
Gables Capital Management Inc.
34$1900.0%GrowthVery LowMiami, FL2026-11-04
Kimelman & Baird, LLC
34$1910.0%CoreLowNew York, NY2026-11-03
Reyes Financial Architecture, Inc.
34$1900.0%ETFVery HighSan Diego, CA2026-10-22
Silver Grove Financial Group, Inc.
33$1850.0%CoreMediumOrchard Park, NY2026-11-05
Whipplewood Advisors, LLC
32$1790.0%ETFLowLittleton, CO2026-10-20
Proathlete Wealth Management LLC
31$1730.0%ETFVery LowBoca Raton, FL2026-10-15
DecisionPoint Financial, LLC
30$1680.0%ETFVery LowMesa, AZ2026-10-27
Elevated Capital Advisors, LLC
29$1620.0%ETFMediumSandy, UT2026-11-04
Abound Wealth Management
28$1570.0%ETFVery LowFranklin, TN2026-10-26
Community Financial Services Group, LLC
28$1570.0%GrowthLowNewport, VT2026-10-15
IFS Advisors, LLC
26$1450.0%ETFLowOverland Park, KS2026-10-14
Hilton Head Capital Partners, LLC
22$1210.0%CoreMediumHilton Head Island, SC2026-10-23
Davis Capital Management
22$1230.0%CoreLowJacksonville, FL2026-10-08
Buck Wealth Strategies, LLC
20$1120.0%ValueMediumDenver, CO2026-10-28
Tradewinds Capital Management, LLC
18$1010.0%ETFVery HighBellingham, WA2026-10-23
Hughes Financial Services, LLC
18$860.0%ETFLowHerndon, VA2026-10-30
Tsfg, LLC
17$00.0%ETFLowLake Forest, IL2026-10-23
Ares Financial Consulting, LLC
16$900.0%CoreLowCalabasas, CA2026-10-19
Key FInancial Inc
16$900.0%ETFLowWest Chester, PA2026-11-02
West Paces Advisors Inc.
16$900.0%ETFLowAtlanta, GA2026-10-13
Pittenger & Anderson Inc
13$730.0%CoreLowLincoln, NE2026-11-02
Moisand Fitzgerald Tamayo, LLC
12$680.0%ETFVery LowOrlando, FL2026-10-15
Trust Co of Toledo NA
11$620.0%GrowthVery LowHolland, OH2026-10-16
United Financial Planning Group LLC
10$560.0%ETFHighHauppauge, NY2026-11-04
Princeton Global Asset Management LLC
10$560.0%GrowthLowPrinceton, NJ2026-10-21
West Financial Advisors, LLC
9$510.0%ETFLowDes Moines, IA2026-10-22
Hoey Investments, Inc
9$510.0%Agg GrowthLowCoatesville, PA2026-10-29
Sarver Vrooman Wealth Advisors
9$500.0%ETFMediumKansas City, MO2026-10-01
Dorato Capital Management
7$420.0%ValueVery LowDenver, CO2026-10-08
Maryland Capital Advisors Inc.
7$400.0%ETFVery LowChester, MD2026-10-15
Pension & Wealth Management Advisors, Inc.
6$340.0%ETFLowWaltham, MA2026-10-16
Bfsg, LLC
5$280.0%CoreLowIrvine, CA2026-10-30
Nvwm, LLC
5$280.0%GrowthMediumYardley, PA2026-10-14
Godsey & Gibb, Inc
3$170.0%CoreLowRichmond, VA2026-10-14
Hager Investment Management Services, LLC
2$110.0%GrowthMediumNew London, NH2026-11-04
Trust Co of Vermont
2$110.0%CoreVery LowBrattleboro, VT2026-10-21