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MP Materials Corp (MP)

CUSIP: 553368101 | NYSE | Basic Materials · Other Industrial Metals & Mining | Mid Cap | 1584 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

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

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.14,214,7428.0%New 5%+ stakeSep 30, 202614,737,381 sh (Jun 30, 2026)
13D/AJames H. Litinsky13,022,3627.3%New 5%+ stakeJan 12, 2026No 13F filer matched
13G/ABlackRock, Inc.14,214,742
8.0% of class · Sep 30, 2026New 5%+ stake
14,737,381 sh (Jun 30, 2026)
13D/AJames H. Litinsky13,022,362
7.3% of class · Jan 12, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,353,981
0.0% of portfolio›$111.3M
Bank of New York Mellon Corp1,187,710
0.0% of portfolio›$56.2M
Alps Advisors Inc763,110
0.2% of portfolio›$36.1M
Citigroup Inc649,098
0.0% of portfolio›$30.7M
ARS Investment Partners, LLC567,716
1.2% of portfolio›$26.8M
US Bancorp \de\544,531
0.0% of portfolio›$25.8M
Pinnacle Associates LTD463,306
0.2% of portfolio›$21.9M
Principal Financial Group Inc343,599
0.0% of portfolio›$16.2M
Sicart Associates LLC321,328
3.1% of portfolio›$12.9M
Portman Square Capital LLP301,468
0.8% of portfolio›$14.3M
Daiwa Securities Group Inc.234,407
0.0% of portfolio›$11.1M
Covea Finance208,600
0.3% of portfolio›$9.9M
Bernzott Capital Advisors162,517
3.3% of portfolio›$7.7M
Retirement Systems of Alabama154,311
0.0% of portfolio›$7.3M
Bank Julius Baer & Co. Ltd, Zurich135,652
0.0% of portfolio›$6.4M
SWS Partners124,156
1.3% of portfolio›$5.9M
Skylands Capital, LLC117,245
0.7% of portfolio›$5.5M
Wolverine Asset Management LLC114,749
0.0% of portfolio›$5.4M
Kornitzer Capital Management Inc109,473
0.1% of portfolio›$5.2M
New York State Teachers Retirement System108,600
0.0% of portfolio›$5.1K
Sapient Capital LLC107,521
0.1% of portfolio›$5.1M
Deuterium Capital Management, LLC100,000
5.1% of portfolio›$4.7M
J.W. Cole Advisors, Inc.97,663
0.1% of portfolio›$4.6M
Overbrook Management Corp94,076
0.7% of portfolio›$4.4M
Commonwealth Equity Services, LLC88,945
0.0% of portfolio›$4.2M
Kestra Advisory Services, LLC84,289
0.0% of portfolio›$4.0M
Cambridge Investment Research Advisors, Inc.75,641
0.0% of portfolio›$3.6K
Simplex Trading, LLC68,006
0.0% of portfolio›$3.2M
Amalgamated Bank66,496
0.0% of portfolio›$3.1K
Sovran Advisors, LLC63,988
0.2% of portfolio›$2.7M
Arizona State Retirement System62,473
0.0% of portfolio›$3.0M
AGF Management LTD59,557
0.0% of portfolio›$2.8M
Park Avenue Securities LLC58,792
0.0% of portfolio›$2.8K
Creative Planning58,538
0.0% of portfolio›$2.8M
Vontobel Holding Ltd.55,359
0.0% of portfolio›$2.6M
Fifth Third Bancorp54,868
0.0% of portfolio›$2.6M
Mutual of America Capital Management LLC54,458
0.0% of portfolio›$2.6M
Strategic Planning Group, LLC54,265
0.3% of portfolio›$2.6M
Bochk Asset Management Ltd54,000
0.4% of portfolio›$2.6M
RFG Advisory, LLC53,116
0.0% of portfolio›$2.5M
J. Safra Sarasin Holding AG49,551
0.0% of portfolio›$2.4M
IFP Advisors, Inc47,842
0.0% of portfolio›$2.3M
Strengthening Families & Communities, LLC47,498
0.5% of portfolio›$2.2M
State of New Jersey Common Pension Fund D46,752
0.0% of portfolio›$2.2M
Bourgeon Capital Management LLC46,707
0.3% of portfolio›$2.2M
Lanark Financial, Inc.46,644
0.2% of portfolio›$2.2M
Louisiana State Employees Retirement System44,400
0.0% of portfolio›$2.1M
Oakmont Investment Advisors, Inc.43,393
1.4% of portfolio›$2.1M
Simon Quick Advisors, LLC42,150
0.1% of portfolio›$2.0M
Ticino Wealth40,180
0.6% of portfolio›$1.9M
Nations Financial Group Inc,38,800
0.1% of portfolio›$1.8M
Yousif Capital Management, LLC38,499
0.0% of portfolio›$1.8M
D.A. Davidson & Co.37,866
0.0% of portfolio›$1.8M
Oak Thistle LLC37,080
0.2% of portfolio›$1.8M
Concurrent Investment Advisors, LLC36,164
0.0% of portfolio›$1.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS35,710
0.0% of portfolio›$1.7M
State of Michigan Retirement System35,100
0.0% of portfolio›$1.7M
Verity Asset Management, Inc.34,718
0.6% of portfolio›$1.6M
Commons Capital, LLC34,391
1.1% of portfolio›$1.6M
Thrivent Financial for Lutherans32,784
0.0% of portfolio›$1.6K
Sumitomo Mitsui Trust Group, Inc.32,761
0.0% of portfolio›$1.5M
Prospera Financial Services Inc31,776
0.0% of portfolio›$1.3M
Oregon Public Employees Retirement Fund31,000
0.0% of portfolio›$1.5M
Gateway Investment Advisers LLC30,623
0.0% of portfolio›$1.4M
180 Wealth Advisors, LLC29,427
0.1% of portfolio›$1.4M
New Mexico Educational Retirement Board27,400
0.0% of portfolio›$1.3K
Nvwm, LLC26,904
0.2% of portfolio›$1.3M
NLB Skladi, upravljanje premozenja, d.o.o.26,256
0.0% of portfolio›$1.2M
Pictet Asset Management Holding SA26,092
0.0% of portfolio›$1.2M
Eagle Strategies LLC25,281
0.1% of portfolio›$1.2M
Northeast Investment Management24,055
0.0% of portfolio›$1.1M
MH & Associates Securities Management Corp23,565
1.0% of portfolio›$1.1M
Evergreen Capital Management LLC23,467
0.0% of portfolio›$1.1M
EverSource Wealth Advisors, LLC21,872
0.0% of portfolio›$1.0M
Independent Financial Group, LLC20,920
0.0% of portfolio›$989.3K
NTV Asset Management LLC20,403
0.1% of portfolio›$964.9K
New Wave Wealth Advisors LLC18,921
0.2% of portfolio›$802.8K
Redhawk Wealth Advisors, Inc.18,755
0.1% of portfolio›$886.9K
Investors Asset Management of Georgia Inc18,725
0.3% of portfolio›$885.5K
Perigon Wealth Management, LLC18,469
0.0% of portfolio›$873.4K
Wealth Enhancement Advisory Services, LLC17,645
0.0% of portfolio›$814.1K
Davenport & Co LLC17,645
0.0% of portfolio›$834.4K
Farther Finance Advisors, LLC17,431
0.0% of portfolio›$824.3K
Xponance LLC16,920
0.0% of portfolio›$800.1K
Oppenheimer & Co Inc16,091
0.0% of portfolio›$760.9K
Sigma Planning Corp15,571
0.0% of portfolio›$736.4K
Moneco Advisors, LLC15,481
0.0% of portfolio›$732.1K
Prescott Group Capital Management, L.L.C.15,480
0.1% of portfolio›$732.0K
Axxcess Wealth Management, LLC15,188
0.0% of portfolio›$718.2K
Walser Wealth Management Company, A Ltd Liability Co15,040
0.3% of portfolio›$711.2K
State of Alaska, Department of Revenue14,175
0.0% of portfolio›$670
Essex Investment Management Co LLC13,906
0.1% of portfolio›$657.6K
Rye Brook Capital LLC13,698
0.0% of portfolio›$648
Haven Private, LLC13,685
0.3% of portfolio›$647.2K
Quadrant Capital Group LLC13,290
0.0% of portfolio›$563.9K
Inspire Investing, LLC12,892
0.0% of portfolio›$609.7K
Teamwork Financial Advisors, LLC12,486
0.1% of portfolio›$590.5K
Guardian Partners Inc.12,450
0.1% of portfolio›$588.8K
Kingsbury Capital Investment Advisors LLC12,346
0.6% of portfolio›$583.8K
Integrity Alliance, Llc.11,949
0.0% of portfolio›$565.1K
Wedmont Private Capital11,866
0.0% of portfolio›$547.5K
MGO One Seven LLC11,856
0.0% of portfolio›$560.7K
Chiron Capital Management, LLC11,602
0.5% of portfolio›$548.7K
Hunter Associates Investment Management LLC11,300
0.0% of portfolio›$534
Clear Creek Financial Management, LLC11,039
0.0% of portfolio›$522.0K
Credit Capital Investments LLC11,000
0.3% of portfolio›$520.2K
HUB Investment Partners, LLC10,923
0.0% of portfolio›$516.5K
Kestra Private Wealth Services, LLC10,753
0.0% of portfolio›$508.5K
Stableford Capital II LLC10,517
0.2% of portfolio›$497.3K
Moody National Bank Trust Division10,277
0.0% of portfolio›$486.0K
SBI Securities Co., Ltd.10,191
0.0% of portfolio›$481.9K
Gallagher Capital Advisors, LLC10,164
1.0% of portfolio›$1.9M
HB Wealth Management, LLC10,015
0.0% of portfolio›$473.6K
Hollow Brook Wealth Management LLC10,000
0.1% of portfolio›$472.9K
Crumly & Associates Inc.9,746
0.1% of portfolio›$460.9K
BankChampaign, National Association9,676
0.4% of portfolio›$457.6K
Corecam Pte. Ltd.9,483
0.2% of portfolio›$448.4K
Capital Asset Advisory Services LLC9,398
0.0% of portfolio›$395.4K
Truist Financial Corp9,354
0.0% of portfolio›$442.4K
Veracity Capital LLC9,093
0.1% of portfolio›$430.0K
Union Bancaire Privee, UBP SA9,028
0.0% of portfolio›$375.6K
OpenArc Corporate Advisory, LLC8,937
0.0% of portfolio›$422.6K
Swiss Life Asset Management Ltd8,668
0.0% of portfolio›$409.9K
Laurel OAK Wealth Management, LLC8,627
0.1% of portfolio›$408.0K
Virginia Retirement Systems ET Al8,500
0.0% of portfolio›$402.0K
GAM Holding AG8,361
0.0% of portfolio›$395.4K
Crossmark Global Holdings, Inc.8,326
0.0% of portfolio›$393.7K
Wedbush Securities Inc8,301
0.0% of portfolio›$393
DekaBank Deutsche Girozentrale8,121
0.0% of portfolio›$388
Lewis Asset Management, LLC8,060
0.1% of portfolio›$381.2K
AlphaCore Capital LLC8,060
0.0% of portfolio›$381.2K
Guardian Investment Management8,000
0.2% of portfolio›$378.3K
Maryland State Retirement & Pension System7,603
0.0% of portfolio›$359.5K
Gamma Investing LLC7,596
0.0% of portfolio›$359.2K
Choreo, LLC7,546
0.0% of portfolio›$356.9K
Rakuten Securities, Inc.7,425
0.1% of portfolio›$351.1K
International Assets Investment Management, LLC7,336
0.0% of portfolio›$338.1K
Philadelphia Trust Co6,943
0.0% of portfolio›$328
Keybank National Association6,655
0.0% of portfolio›$314.7K
Williams Jones Wealth Management, Llc.6,500
0.0% of portfolio›$307.4K
Finivi Inc.6,437
0.1% of portfolio›$304.4K
Lido Advisors, LLC6,408
0.0% of portfolio›$303.0K
B. Riley Wealth Advisors, Inc.6,242
0.0% of portfolio›$295.2K
Fifth Third Wealth Advisors LLC6,213
0.0% of portfolio›$293.8K
Horst & Graben Wealth Management LLC6,183
0.0% of portfolio›$292.4K
Putney Financial Group LLC6,123
0.2% of portfolio›$289.6K
CoreCap Advisors, LLC5,907
0.0% of portfolio›$279.3K
Great Waters Wealth Management5,741
0.0% of portfolio›$271.5K
Praxis Investment Management Inc5,737
0.0% of portfolio›$271
Aire Advisors, LLC5,724
0.0% of portfolio›$270.7K
Tcfg Investment Advisors, LLC5,715
0.1% of portfolio›$270.3K
ProShare Advisors LLC5,686
0.0% of portfolio›$268.9K
Annex Advisory Services, LLC5,654
0.0% of portfolio›$267.4K
Cornerstone Wealth Management, LLC5,520
0.0% of portfolio›$261.0K
CIBC Asset Management Inc5,494
0.0% of portfolio›$259.8K
Krilogy Financial LLC5,338
0.0% of portfolio›$231.5K
MCF Advisors LLC5,195
0.0% of portfolio›$245.7K
Prime Capital Investment Advisors, LLC5,064
0.0% of portfolio›$239.5K
Ethic Inc.4,931
0.0% of portfolio›$233.2K
Central Trust Co4,867
0.0% of portfolio›$230.2K
Huntleigh Advisors, Inc.4,820
0.0% of portfolio›$227.9K
Rossby Financial, LCC4,751
0.0% of portfolio›$224.7K
Parallel Advisors, LLC4,732
0.0% of portfolio›$223.8K
Murphy & Mullick Capital Management Corp4,550
0.1% of portfolio›$215.2K
GK Wealth Management LLC4,529
0.1% of portfolio›$214.2K
Elevation Point Wealth Partners, LLC4,506
0.0% of portfolio›$212.6K
North Dakota State Investment Board4,393
0.0% of portfolio›$207.7K
Signature Estate & Investment Advisors LLC4,328
0.0% of portfolio›$204.7K
IMG Wealth Management, Inc.4,246
0.1% of portfolio›$200.8K
KBC Group NV4,246
0.0% of portfolio›$201
Sterling Capital Management LLC4,170
0.0% of portfolio›$197.2K
Signaturefd, LLC4,076
0.0% of portfolio›$192.8K
Canton Hathaway, LLC4,000
0.0% of portfolio›$189.2K
Blue Trust, Inc.3,719
0.0% of portfolio›$175.9K
Brown, Lisle Ings, Inc.3,550
0.0% of portfolio›$167.9K
Pilgrim Partners Asia Pte Ltd3,160
0.0% of portfolio›$149.4K
Fulcrum Asset Management LLP3,026
0.0% of portfolio›$137.5K
Nfsg Corp3,012
0.0% of portfolio›$142.4K
Chung Wu Investment Group, LLC3,000
0.1% of portfolio›$141.9K
Harel Insurance Investments & Financial Services Ltd.3,000
0.0% of portfolio›$142
Activest Wealth Management2,818
0.0% of portfolio›$133.2K
Spirit of America Management Corp2,800
0.0% of portfolio›$132.4K
TD Waterhouse Canada Inc.2,758
0.0% of portfolio›$127.3K
Nisa Investment Advisors, LLC2,678
0.0% of portfolio›$126.6K
Hickory Point Bank & Trust2,500
0.1% of portfolio›$118.2K
Trifecta Capital Advisors, LLC2,200
0.0% of portfolio›$104.0K
CX Institutional2,105
0.0% of portfolio›$100
Strs Ohio1,970
0.0% of portfolio›$93.2K
State of Wyoming1,899
0.0% of portfolio›$89.8K
Larson Financial Group LLC1,868
0.0% of portfolio›$88.3K
Signature Equity Partners, LLC1,716
0.0% of portfolio›$81.2K
Jacobi Capital Management LLC1,439
0.0% of portfolio›$68.1K
Center for Financial Planning, Inc.1,387
0.0% of portfolio›$65.6K
Costello Asset Management, Inc1,300
0.0% of portfolio›$61.5K
Parkside Financial Bank & Trust1,111
0.0% of portfolio›$52.5K
Harbor Investment Advisory, LLC1,077
0.0% of portfolio›$50.9K
Ameliora Wealth Management Ltd.1,000
0.0% of portfolio›$47.3K
Thompson Investment Management, Inc.1,000
0.0% of portfolio›$47.3K
Atlantic Edge Private Wealth Management, LLC976
0.0% of portfolio›$46.2K
Madden Securities Corp964
0.0% of portfolio›$45.6K
Markowski Investments955
0.0% of portfolio›$45.2K
Legacy Bridge, LLC883
0.0% of portfolio›$41.8K
Wolff Wiese Magana LLC806
0.0% of portfolio›$38.1K
Gen-Wealth Partners Inc778
0.0% of portfolio›$36.8K
University of Texas S AM Investment Management Co703
0.0% of portfolio›$33.2K
Mather Group, Llc.682
0.0% of portfolio›$32.3K
MassMutual Private Wealth & Trust, FSB661
0.0% of portfolio›$31.3K
PKO Investment Management Joint-Stock Co656
0.0% of portfolio›$31.0K
Chapman Financial Group, LLC629
0.0% of portfolio›$29.7K
Ascentis Independent Advisors621
0.0% of portfolio›$29.4K
Private Trust Co NA620
0.0% of portfolio›$29.3K
Hilltop National Bank600
0.0% of portfolio›$28.4K
WPG Advisers, LLC564
0.0% of portfolio›$26.7K
Financial Consulate, Inc557
0.0% of portfolio›$26.3K
TFC Financial Management, Inc.512
0.0% of portfolio›$24.2K
Toth Financial Advisory Corp500
0.0% of portfolio›$23.6K
First Premier Bank500
0.0% of portfolio›$24
Spire Wealth Management495
0.0% of portfolio›$23.4K
Winthrop Capital Management, LLC460
0.0% of portfolio›$21.8K
Cape Investment Advisory, Inc.437
0.0% of portfolio›$20.7K
Pathway Financial Advisers, LLC423
0.0% of portfolio›$20.0K
Asset Planning,Inc415
0.0% of portfolio›$19.6K
Security National Bank414
0.0% of portfolio›$19.6K
Pension & Wealth Management Advisors, Inc.400
0.0% of portfolio›$18.9K
Indiana Trust & Investment Management Co400
0.0% of portfolio›$18.9K
Ascentis Wealth Management, LLC399
0.0% of portfolio›$18.9K
Rydar Equities, Inc.350
0.0% of portfolio›$16.2K
Pinnacle Wealth Planning Services, Inc.315
0.0% of portfolio›$14.9K
Montag A & Associates Inc308
0.0% of portfolio›$14.6K
Covestor Ltd302
0.0% of portfolio›$14
Trust Co of Toledo NA300
0.0% of portfolio›$14.2K
Root Financial Partners, LLC288
0.0% of portfolio›$13.6K
Assetmark, Inc281
0.0% of portfolio›$13.3K
Elyxium Wealth, LLC272
0.0% of portfolio›$12.9K
Bank of New Hampshire265
0.0% of portfolio›$12.5K
Mcdonald Partners LLC260
0.0% of portfolio›$12.3K
Olistico Wealth, LLC252
0.0% of portfolio›$11.9K
Byrne Asset Management LLC250
0.0% of portfolio›$11.5K
Hurley Capital, LLC240
0.0% of portfolio›$11.4K
Fortitude Family Office, LLC230
0.0% of portfolio›$10.9K
Provenance Wealth Advisors, LLC216
0.0% of portfolio›$10.2K
North Star Investment Management Corp.200
0.0% of portfolio›$9.5K
Hilton Head Capital Partners, LLC200
0.0% of portfolio›$9.5K
Spurstone Advisory Services, LLC200
0.1% of portfolio›$9.2K
Cedar Mountain Advisors, LLC180
0.0% of portfolio›$8.5K
First Command Advisory Services, Inc.175
0.0% of portfolio›$8.3K
Next Level Wealth Planning, LLC175
0.0% of portfolio›$8.3K
Miller Wealth Advisors, LLC165
0.0% of portfolio›$7.8K
SRH Advisors, LLC164
0.0% of portfolio›$7.8K
Armstrong Advisory Group, Inc160
0.0% of portfolio›$7.6K
Nemes Rush Group LLC151
0.0% of portfolio›$7.1K
Comprehensive Financial Planning, Inc.150
0.0% of portfolio›$7.1K
Bokf, NA147
0.0% of portfolio›$7.0K
Concord Wealth Partners147
0.0% of portfolio›$7.0K
Creative Financial Designs Inc140
0.0% of portfolio›$6.6K
Investors Research Corp136
0.0% of portfolio›$6.4K
Versant Capital Management, Inc131
0.0% of portfolio›$6.2K
Country Trust Bank130
0.0% of portfolio›$6.1K
Silver Grove Financial Group, Inc.126
0.0% of portfolio›$6.0K
Bare Financial Services, Inc125
0.0% of portfolio›$5.9K
Bangor Savings Bank125
0.0% of portfolio›$5.9K
Farmers & Merchants Investments Inc120
0.0% of portfolio›$5.7K
MV Capital Management, Inc.119
0.0% of portfolio›$5.6K
Planning Strategies Inc.101
0.0% of portfolio›$4.8K
Kings Path Partners LLC100
0.0% of portfolio›$4.7K
Golden State Wealth Management, LLC100
0.0% of portfolio›$4.7K
1620 Investment Advisors, Inc.100
0.0% of portfolio›$4.7K
Reap Financial Group, LLC100
0.0% of portfolio›$4.7K
James T. Borello RIA99
0.0% of portfolio›$4.7K
Aspect Partners, LLC94
0.0% of portfolio›$4.4K
FNY Investment Advisers, LLC90
0.0% of portfolio›$4
Adirondack Trust Co88
0.0% of portfolio›$4.2K
High Point Wealth Management, LLC78
0.0% of portfolio›$3.7K
Bell Investment Advisors, Inc78
0.0% of portfolio›$3.7K
Main Street Group, LTD76
0.0% of portfolio›$3.6K
Kennebec Savings Bank68
0.0% of portfolio›$3.2K
Hazlett, Burt & Watson, Inc.65
0.0% of portfolio›$2
Investment Research & Advisory Group, Inc.56
0.0% of portfolio›$2.6K
Archer Investment Corp50
0.0% of portfolio›$2.4K
Arlington Trust Co LLC50
0.0% of portfolio›$2.4K
JFS Wealth Advisors, LLC49
0.0% of portfolio›$2.3K
Fairscale Capital, LLC43
0.0% of portfolio›$1.7K
Cromwell Holdings LLC42
0.0% of portfolio›$2.0K
American Capital Advisory, LLC41
0.0% of portfolio›$1.9K
RMG Wealth Management LLC40
0.0% of portfolio›$1.5K
Smallwood Wealth Investment Management, LLC38
0.0% of portfolio›$1.8K
Proathlete Wealth Management LLC37
0.0% of portfolio›$1.7K
Wilkerson Advisory Group LLC36
0.0% of portfolio›$1.7K
Abound Wealth Management29
0.0% of portfolio›$1.4K
SJS Investment Consulting Inc.28
0.0% of portfolio›$1.3K
Heritage Family Offices, LLP28
0.0% of portfolio›$1.3K
Independence Bank of Kentucky25
0.0% of portfolio›$1.2K
UMB Private Wealth Management, LLC24
0.0% of portfolio›$1.1K
Hughes Financial Services, LLC23
0.0% of portfolio›$958
Evermay Wealth Management LLC20
0.0% of portfolio›$946
IFS Advisors, LLC20
0.0% of portfolio›$945
Evolution Wealth Management Inc.20
0.0% of portfolio›$946
Private Wealth Management Group, LLC19
0.0% of portfolio›$899
William Mack & Associates, Inc.17
0.0% of portfolio›$804
Westside Investment Management, Inc.17
0.0% of portfolio›$804
DiNuzzo Private Wealth, Inc.16
0.0% of portfolio›$757
Valley National Advisers Inc15
0.0% of portfolio›$710
Buck Wealth Strategies, LLC12
0.0% of portfolio›$567
Bear Mountain Capital, Inc.10
0.0% of portfolio›$402
Physician Wealth Advisors, Inc.9
0.0% of portfolio›$426
TD Private Client Wealth LLC9
0.0% of portfolio›$426
Birchwood Financial Partners, Inc.9
0.0% of portfolio›$426
True Wealth Design, LLC5
0.0% of portfolio›$237
Capital Advisors, Ltd. LLC4
0.0% of portfolio›$0
Bay Harbor Wealth Management, LLC2
0.0% of portfolio›$95
Quaker Wealth Management, LLC1
0.0% of portfolio›$48
Friedenthal Financial1
0.0% of portfolio›$48
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,353,981$111.3M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,187,710$56.2M0.0%CoreLowNew York, NY2026-11-05
Alps Advisors Inc
763,110$36.1M0.2%YieldLowDenver, CO2026-11-03
Citigroup Inc
649,098$30.7M0.0%CoreMediumNew York, NY2026-11-04
ARS Investment Partners, LLC
567,716$26.8M1.2%GrowthMediumNew York, NY2026-11-05
US Bancorp \de\
544,531$25.8M0.0%IndexLowMinneapolis, MN2026-11-05
Pinnacle Associates LTD
463,306$21.9M0.2%CoreLowNew York, NY2026-10-20
Principal Financial Group Inc
343,599$16.2M0.0%CoreLowDes Moines, IA2026-11-02
Sicart Associates LLC
321,328$12.9M3.1%CoreLowNew York, NY2026-10-29
Portman Square Capital LLP
301,468$14.3M0.8%GARPHighLondon, United Kingdom2026-10-15
Daiwa Securities Group Inc.
234,407$11.1M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Covea Finance
208,600$9.9M0.3%GrowthMediumParis, India2026-10-21
Bernzott Capital Advisors
162,517$7.7M3.3%YieldMediumCamarillo, CA2026-10-29
Retirement Systems of Alabama
154,311$7.3M0.0%IndexLowMontgomery, AL2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
135,652$6.4M0.0%GrowthMediumZurich, Switzerland2026-10-29
SWS Partners
124,156$5.9M1.3%GrowthMediumColumbus, OH2026-10-26
Skylands Capital, LLC
117,245$5.5M0.7%ValueMediumMilwaukee, WI2026-10-21
Wolverine Asset Management LLC
114,749$5.4M0.0%Deep ValueVery HighChicago, IL2026-11-02
Kornitzer Capital Management Inc
109,473$5.2M0.1%CoreLowShawnee Mission, KS2026-11-03
New York State Teachers Retirement System
108,600$5.1K0.0%CoreVery LowAlbany, NY2026-10-22
Sapient Capital LLC
107,521$5.1M0.1%GrowthMediumIndianapolis, IN2026-10-08
Deuterium Capital Management, LLC
100,000$4.7M5.1%GrowthLowClearwater, FL2026-11-04
J.W. Cole Advisors, Inc.
97,663$4.6M0.1%IndexLowTampa, FL2026-11-05
Overbrook Management Corp
94,076$4.4M0.7%GrowthMediumNew York, NY2026-10-08
Commonwealth Equity Services, LLC
88,945$4.2M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
84,289$4.0M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
75,641$3.6K0.0%ETFLowFairfield, IA2026-11-02
Simplex Trading, LLC
68,006$3.2M0.0%CoreVery HighChicago, IL2026-11-04
Amalgamated Bank
66,496$3.1K0.0%CoreVery LowNew York, NY2026-10-23
Sovran Advisors, LLC
63,988$2.7M0.2%ETFMediumSan Diego, CA2026-11-02
Arizona State Retirement System
62,473$3.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
AGF Management LTD
59,557$2.8M0.0%GrowthHighToronto, Australia2026-11-03
Park Avenue Securities LLC
58,792$2.8K0.0%ETFMediumNew York, NY2026-10-26
Creative Planning
58,538$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Vontobel Holding Ltd.
55,359$2.6M0.0%CoreMediumZurich, Switzerland2026-10-16
Fifth Third Bancorp
54,868$2.6M0.0%IndexVery LowCincinnati, OH2026-11-05
Mutual of America Capital Management LLC
54,458$2.6M0.0%IndexLowNew York, NY2026-10-23
Strategic Planning Group, LLC
54,265$2.6M0.3%GrowthMediumBountiful, UT2026-10-22
Bochk Asset Management Ltd
54,000$2.6M0.4%Agg GrowthVery HighHong Kong, South Korea2026-10-29
RFG Advisory, LLC
53,116$2.5M0.0%ETFMediumBirmingham, AL2026-11-03
J. Safra Sarasin Holding AG
49,551$2.4M0.0%CoreMediumBasel, Switzerland2026-10-26
IFP Advisors, Inc
47,842$2.3M0.0%GrowthLowTampa, FL2026-10-16
Strengthening Families & Communities, LLC
47,498$2.2M0.5%CoreMediumBoston, MA2026-10-21
State of New Jersey Common Pension Fund D
46,752$2.2M0.0%CoreLowTrenton, NJ2026-11-05
Bourgeon Capital Management LLC
46,707$2.2M0.3%CoreMediumDarien, CT2026-10-19
Lanark Financial, Inc.
46,644$2.2M0.2%CoreMediumBirmingham, AL2026-10-26
Louisiana State Employees Retirement System
44,400$2.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Oakmont Investment Advisors, Inc.
43,393$2.1M1.4%GrowthMediumPittsburgh, PA2026-10-21
Simon Quick Advisors, LLC
42,150$2.0M0.1%ETFLowMorristown, NJ2026-10-26
Ticino Wealth
40,180$1.9M0.6%GARPMediumMission Viejo, CA2026-10-13
Nations Financial Group Inc,
38,800$1.8M0.1%CoreLowCedar Rapids, IA2026-11-05
Yousif Capital Management, LLC
38,499$1.8M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
D.A. Davidson & Co.
37,866$1.8M0.0%CoreLowGreat Falls, MT2026-10-28
Oak Thistle LLC
37,080$1.8M0.2%ValueVery HighNew York, NY2026-10-21
Concurrent Investment Advisors, LLC
36,164$1.7M0.0%GrowthMediumTampa, FL2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
35,710$1.7M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
35,100$1.7M0.0%IndexLowEast Lansing, MI2026-10-27
Verity Asset Management, Inc.
34,718$1.6M0.6%CoreMediumDurham, NC2026-10-30
Commons Capital, LLC
34,391$1.6M1.1%GrowthMediumNeedham, MA2026-11-05
Thrivent Financial for Lutherans
32,784$1.6K0.0%GARPMediumMinneapolis, MN2026-11-05
Sumitomo Mitsui Trust Group, Inc.
32,761$1.5M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Prospera Financial Services Inc
31,776$1.3M0.0%CoreMediumDallas, TX2026-11-04
Oregon Public Employees Retirement Fund
31,000$1.5M0.0%IndexVery LowTigard, OR2026-10-30
Gateway Investment Advisers LLC
30,623$1.4M0.0%GrowthLowCincinnati, OH2026-10-13
180 Wealth Advisors, LLC
29,427$1.4M0.1%CoreLowFederal Way, WA2026-11-03
New Mexico Educational Retirement Board
27,400$1.3K0.0%IndexVery LowSanta Fe, NM2026-11-05
Nvwm, LLC
26,904$1.3M0.2%GrowthMediumYardley, PA2026-10-14
NLB Skladi, upravljanje premozenja, d.o.o.
26,256$1.2M0.0%GrowthLowLjubljana, Andorra2026-10-22
Pictet Asset Management Holding SA
26,092$1.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Eagle Strategies LLC
25,281$1.2M0.1%ETFLowNew York, NY2026-10-16
Northeast Investment Management
24,055$1.1M0.0%GrowthVery LowBoston, MA2026-10-30
MH & Associates Securities Management Corp
23,565$1.1M1.0%YieldLowCarlsbad, CA2026-10-30
Evergreen Capital Management LLC
23,467$1.1M0.0%GARPMediumBellevue, WA2026-10-23
EverSource Wealth Advisors, LLC
21,872$1.0M0.0%CoreMediumBirmingham, AL2026-11-04
Independent Financial Group, LLC
20,920$989.3K0.0%GrowthLowSan Diego, CA2026-10-13
NTV Asset Management LLC
20,403$964.9K0.1%GrowthLowCharleston, WV2026-10-23
New Wave Wealth Advisors LLC
18,921$802.8K0.2%CoreMediumSpringdale, AR2026-10-19
Redhawk Wealth Advisors, Inc.
18,755$886.9K0.1%ETFHighMinneapolis, MN2026-10-14
Investors Asset Management of Georgia Inc
18,725$885.5K0.3%GARPLowAtlanta, GA2026-10-20
Perigon Wealth Management, LLC
18,469$873.4K0.0%GrowthLowSan Francisco, CA2026-10-22
Wealth Enhancement Advisory Services, LLC
17,645$814.1K0.0%CoreLowPlymouth, MN2026-10-13
Davenport & Co LLC
17,645$834.4K0.0%CoreMediumRichmond, VA2026-10-14
Farther Finance Advisors, LLC
17,431$824.3K0.0%IndexLowSan Francisco, CA2026-10-08
Xponance LLC
16,920$800.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Oppenheimer & Co Inc
16,091$760.9K0.0%CoreLowNew York, NY2026-10-26
Sigma Planning Corp
15,571$736.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Moneco Advisors, LLC
15,481$732.1K0.0%ETFLowFairfield, CT2026-11-05
Prescott Group Capital Management, L.L.C.
15,480$732.0K0.1%Deep ValueMediumTulsa, OK2026-10-30
Axxcess Wealth Management, LLC
15,188$718.2K0.0%CoreLowCarlsbad, CA2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
15,040$711.2K0.3%GrowthHighTampa, FL2026-10-15
State of Alaska, Department of Revenue
14,175$6700.0%CoreVery LowJuneau, AK2026-10-15
Essex Investment Management Co LLC
13,906$657.6K0.1%GrowthMediumBoston, MA2026-10-19
Rye Brook Capital LLC
13,698$6480.0%ETFMediumGreenwich, CT2026-10-07
Haven Private, LLC
13,685$647.2K0.3%ETFMediumOrlando, FL2026-10-27
Quadrant Capital Group LLC
13,290$563.9K0.0%CoreLowCincinnati, OH2026-10-20
Inspire Investing, LLC
12,892$609.7K0.0%GARPHighMeridian, ID2026-10-22
Teamwork Financial Advisors, LLC
12,486$590.5K0.1%GrowthHighSan Antonio, TX2026-10-19
Guardian Partners Inc.
12,450$588.8K0.1%ValueMediumToronto, South Africa2026-10-21
Kingsbury Capital Investment Advisors LLC
12,346$583.8K0.6%GrowthMediumEvanston, IL2026-10-20
Integrity Alliance, Llc.
11,949$565.1K0.0%ETFMediumUrbandale, IA2026-10-29
Wedmont Private Capital
11,866$547.5K0.0%IndexVery LowWest Chester, PA2026-10-09
MGO One Seven LLC
11,856$560.7K0.0%GrowthLowBeachwood, OH2026-10-28
Chiron Capital Management, LLC
11,602$548.7K0.5%YieldMediumTallahassee, FL2026-10-15
Hunter Associates Investment Management LLC
11,300$5340.0%CoreLowPittsburgh, PA2026-10-26
Clear Creek Financial Management, LLC
11,039$522.0K0.0%ETFMediumSilverdale, WA2026-10-28
Credit Capital Investments LLC
11,000$520.2K0.3%GARPLowLivingston, NJ2026-10-22
HUB Investment Partners, LLC
10,923$516.5K0.0%GrowthLowAustin, TX2026-11-03
Kestra Private Wealth Services, LLC
10,753$508.5K0.0%GrowthLowAustin, TX2026-10-30
Stableford Capital II LLC
10,517$497.3K0.2%CoreHighScottsdale, AZ2026-10-09
Moody National Bank Trust Division
10,277$486.0K0.0%CoreMediumGalveston, TX2026-10-06
SBI Securities Co., Ltd.
10,191$481.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Gallagher Capital Advisors, LLC
10,164$1.9M1.0%GrowthHighArgyle, TX2026-10-09
HB Wealth Management, LLC
10,015$473.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Hollow Brook Wealth Management LLC
10,000$472.9K0.1%CoreLowKatonah, NY2026-10-29
Crumly & Associates Inc.
9,746$460.9K0.1%ETFMediumSpringfield, IL2026-10-07
BankChampaign, National Association
9,676$457.6K0.4%GrowthMediumChampaign, IL2026-10-19
Corecam Pte. Ltd.
9,483$448.4K0.2%ETFMediumSingapore, Turkey2026-10-23
Capital Asset Advisory Services LLC
9,398$395.4K0.0%ETFLowWilliamston, MI2026-10-30
Truist Financial Corp
9,354$442.4K0.0%CoreLowCharlotte, NC2026-10-30
Veracity Capital LLC
9,093$430.0K0.1%GrowthLowAtlanta, GA2026-10-08
Union Bancaire Privee, UBP SA
9,028$375.6K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
OpenArc Corporate Advisory, LLC
8,937$422.6K0.0%GrowthLowAtlanta, GA2026-10-21
Swiss Life Asset Management Ltd
8,668$409.9K0.0%CoreLowZurich, Switzerland2026-11-03
Laurel OAK Wealth Management, LLC
8,627$408.0K0.1%GrowthLowMarlton, NJ2026-10-19
Virginia Retirement Systems ET Al
8,500$402.0K0.0%CoreMediumRichmond, VA2026-10-28
GAM Holding AG
8,361$395.4K0.0%CoreMediumZurich, Switzerland2026-11-03
Crossmark Global Holdings, Inc.
8,326$393.7K0.0%GARPMediumHouston, TX2026-10-21
Wedbush Securities Inc
8,301$3930.0%CoreLowPasadena, CA2026-10-22
DekaBank Deutsche Girozentrale
8,121$3880.0%CoreLowFrankfurt, Hong Kong2026-10-27
Lewis Asset Management, LLC
8,060$381.2K0.1%GrowthLowLafayette, CA2026-10-14
AlphaCore Capital LLC
8,060$381.2K0.0%ETFLowLa Jolla, CA2026-11-04
Guardian Investment Management
8,000$378.3K0.2%GrowthLowTiburon, CA2026-10-23
Maryland State Retirement & Pension System
7,603$359.5K0.0%IndexVery LowBaltimore, MD2026-11-05
Gamma Investing LLC
7,596$359.2K0.0%IndexVery LowFoster City, CA2026-10-08
Choreo, LLC
7,546$356.9K0.0%IndexLowRockford, IL2026-10-28
Rakuten Securities, Inc.
7,425$351.1K0.1%Agg GrowthHighTokyo, Mexico2026-11-02
International Assets Investment Management, LLC
7,336$338.1K0.0%CoreVery HighOrlando, FL2026-11-02
Philadelphia Trust Co
6,943$3280.0%GrowthLowPhiladelphia, PA2026-11-05
Keybank National Association
6,655$314.7K0.0%CoreLowBrooklyn, OH2026-11-04
Williams Jones Wealth Management, Llc.
6,500$307.4K0.0%GrowthLowNew York, NY2026-11-05
Finivi Inc.
6,437$304.4K0.1%GrowthMediumWestborough, MA2026-10-13
Lido Advisors, LLC
6,408$303.0K0.0%GrowthLowLos Angeles, CA2026-11-04
B. Riley Wealth Advisors, Inc.
6,242$295.2K0.0%GrowthLowMemphis, TN2026-10-13
Fifth Third Wealth Advisors LLC
6,213$293.8K0.0%IndexVery LowCincinnati, OH2026-10-22
Horst & Graben Wealth Management LLC
6,183$292.4K0.0%ETFMediumPortland, OR2026-11-02
Putney Financial Group LLC
6,123$289.6K0.2%GrowthLowSan Rafael, CA2026-10-30
CoreCap Advisors, LLC
5,907$279.3K0.0%ETFMediumSouthfield, MI2026-10-08
Great Waters Wealth Management
5,741$271.5K0.0%ETFVery LowShoreview, MN2026-10-07
Praxis Investment Management Inc
5,737$2710.0%CoreLowGoshen, IN2026-11-03
Aire Advisors, LLC
5,724$270.7K0.0%ETFVery LowBeverly Hills, CA2026-10-22
Tcfg Investment Advisors, LLC
5,715$270.3K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
ProShare Advisors LLC
5,686$268.9K0.0%GrowthLowBethesda, MD2026-10-29
Annex Advisory Services, LLC
5,654$267.4K0.0%GrowthHighBrookfield, WI2026-10-16
Cornerstone Wealth Management, LLC
5,520$261.0K0.0%ETFVery LowSt. Peters, MO2026-11-04
CIBC Asset Management Inc
5,494$259.8K0.0%GARPLowToronto, South Africa2026-11-05
Krilogy Financial LLC
5,338$231.5K0.0%GrowthLowSt. Louis, MO2026-10-13
MCF Advisors LLC
5,195$245.7K0.0%ETFLowLexington, KY2026-10-28
Prime Capital Investment Advisors, LLC
5,064$239.5K0.0%ETFLowOverland Park, KS2026-10-20
Ethic Inc.
4,931$233.2K0.0%CoreLowNew York, NY2026-11-03
Central Trust Co
4,867$230.2K0.0%CoreLowJefferson City, MO2026-11-05
Huntleigh Advisors, Inc.
4,820$227.9K0.0%GrowthMediumSt. Louis, MO2026-11-03
Rossby Financial, LCC
4,751$224.7K0.0%ETFMediumMelbourne, FL2026-11-05
Parallel Advisors, LLC
4,732$223.8K0.0%IndexLowSan Francisco, CA2026-11-03
Murphy & Mullick Capital Management Corp
4,550$215.2K0.1%GrowthLowSmithtown, NY2026-11-02
GK Wealth Management LLC
4,529$214.2K0.1%GARPVery HighReno, NV2026-10-09
Elevation Point Wealth Partners, LLC
4,506$212.6K0.0%CoreHighDenver, CO2026-11-05
North Dakota State Investment Board
4,393$207.7K0.0%GrowthMediumBismarck, ND2026-10-27
Signature Estate & Investment Advisors LLC
4,328$204.7K0.0%ETFMediumLos Angeles, CA2026-10-13
IMG Wealth Management, Inc.
4,246$200.8K0.1%ETFMediumJacksonville, FL2026-10-27
KBC Group NV
4,246$2010.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
4,170$197.2K0.0%GARPMediumCharlotte, NC2026-10-22
Signaturefd, LLC
4,076$192.8K0.0%IndexLowAtlanta, GA2026-10-23
Canton Hathaway, LLC
4,000$189.2K0.0%ValueLowProvidence, RI2026-10-23
Blue Trust, Inc.
3,719$175.9K0.0%ETFLowBrentwood, TN2026-10-15
Brown, Lisle Ings, Inc.
3,550$167.9K0.0%CoreVery LowProvidence, RI2026-10-16
Pilgrim Partners Asia Pte Ltd
3,160$149.4K0.0%ETFMediumSingapore, Turkey2026-10-29
Fulcrum Asset Management LLP
3,026$137.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
Nfsg Corp
3,012$142.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Chung Wu Investment Group, LLC
3,000$141.9K0.1%GrowthMediumSugar Land, TX2026-11-03
Harel Insurance Investments & Financial Services Ltd.
3,000$1420.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Activest Wealth Management
2,818$133.2K0.0%ETFLowAventura, FL2026-10-15
Spirit of America Management Corp
2,800$132.4K0.0%GARPLowSyosset, NY2026-10-14
TD Waterhouse Canada Inc.
2,758$127.3K0.0%CoreLowToronto, Australia2026-10-16
Nisa Investment Advisors, LLC
2,678$126.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Hickory Point Bank & Trust
2,500$118.2K0.1%CoreVery LowDecatur, IL2026-10-01
Trifecta Capital Advisors, LLC
2,200$104.0K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
CX Institutional
2,105$1000.0%CoreMediumAuburn, IN2026-10-02
Strs Ohio
1,970$93.2K0.0%CoreMediumColumbus, OH2026-10-30
State of Wyoming
1,899$89.8K0.0%ValueHighCheyenne, WY2026-10-28
Larson Financial Group LLC
1,868$88.3K0.0%GrowthLowSt Louis, MO2026-11-05
Signature Equity Partners, LLC
1,716$81.2K0.0%GrowthMediumColumbus, OH2026-10-29
Jacobi Capital Management LLC
1,439$68.1K0.0%CoreLowPittston, PA2026-11-05
Center for Financial Planning, Inc.
1,387$65.6K0.0%ETFLowSouthfied, MI2026-10-26
Costello Asset Management, Inc
1,300$61.5K0.0%CoreLowFeasterville, PA2026-10-30
Parkside Financial Bank & Trust
1,111$52.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Harbor Investment Advisory, LLC
1,077$50.9K0.0%GrowthLowLutherville, MD2026-10-13
Ameliora Wealth Management Ltd.
1,000$47.3K0.0%ETFLowZurich, Switzerland2026-10-23
Thompson Investment Management, Inc.
1,000$47.3K0.0%ValueMediumMadison, WI2026-10-14
Atlantic Edge Private Wealth Management, LLC
976$46.2K0.0%CoreLowJacksonville, FL2026-10-20
Madden Securities Corp
964$45.6K0.0%GrowthMediumDallas, TX2026-10-27
Markowski Investments
955$45.2K0.0%ETFN/ATampa, FL2026-10-30
Legacy Bridge, LLC
883$41.8K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Wolff Wiese Magana LLC
806$38.1K0.0%GrowthLowCarslbad, CA2026-10-15
Gen-Wealth Partners Inc
778$36.8K0.0%CoreLowZeeland, MI2026-11-04
University of Texas S AM Investment Management Co
703$33.2K0.0%CoreHighAustin, TX2026-11-03
Mather Group, Llc.
682$32.3K0.0%ETFMediumChicago, IL2026-10-14
MassMutual Private Wealth & Trust, FSB
661$31.3K0.0%CoreLowSpringfield, MA2026-10-05
PKO Investment Management Joint-Stock Co
656$31.0K0.0%GrowthMediumWarsaw, Russia2026-10-19
Chapman Financial Group, LLC
629$29.7K0.0%CoreVery LowHonolulu, HI2026-10-26
Ascentis Independent Advisors
621$29.4K0.0%ETFLowDallas, TX2026-11-03
Private Trust Co NA
620$29.3K0.0%CoreLowCleveland, OH2026-10-20
Hilltop National Bank
600$28.4K0.0%CoreLowCasper, WY2026-10-14
WPG Advisers, LLC
564$26.7K0.0%CoreLowBaltimore, MD2026-10-27
Financial Consulate, Inc
557$26.3K0.0%ETFLowHunt Valley, MD2026-10-23
TFC Financial Management, Inc.
512$24.2K0.0%ETFVery LowBoston, MA2026-10-26
Toth Financial Advisory Corp
500$23.6K0.0%CoreLowLeesburg, VA2026-10-08
First Premier Bank
500$240.0%CoreVery LowSioux Falls, SD2026-10-13
Spire Wealth Management
495$23.4K0.0%GrowthMediumMclean, VA2026-10-30
Winthrop Capital Management, LLC
460$21.8K0.0%ETFLowCarmel, IN2026-11-05
Cape Investment Advisory, Inc.
437$20.7K0.0%ETFLowMcdonough, GA2026-10-13
Pathway Financial Advisers, LLC
423$20.0K0.0%CoreLowAuburn, IN2026-10-27
Asset Planning,Inc
415$19.6K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Security National Bank
414$19.6K0.0%GrowthLowOmaha, NE2026-10-26
Pension & Wealth Management Advisors, Inc.
400$18.9K0.0%ETFLowWaltham, MA2026-10-16
Indiana Trust & Investment Management Co
400$18.9K0.0%GrowthLowMishawaka, IN2026-10-22
Ascentis Wealth Management, LLC
399$18.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Rydar Equities, Inc.
350$16.2K0.0%CoreVery LowWeatherford, TX2026-10-13
Pinnacle Wealth Planning Services, Inc.
315$14.9K0.0%GARPLowMansfield, OH2026-10-27
Montag A & Associates Inc
308$14.6K0.0%CoreLowAtlanta, GA2026-10-29
Covestor Ltd
302$140.0%ValueHighLondon, United Kingdom2026-10-30
Trust Co of Toledo NA
300$14.2K0.0%GrowthVery LowHolland, OH2026-10-16
Root Financial Partners, LLC
288$13.6K0.0%ETFMediumEncinitas, CA2026-10-21
Assetmark, Inc
281$13.3K0.0%ETFLowConcord, CA2026-10-21
Elyxium Wealth, LLC
272$12.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Bank of New Hampshire
265$12.5K0.0%CoreLowLaconia, NH2026-10-06
Mcdonald Partners LLC
260$12.3K0.0%CoreLowCleveland, OH2026-11-03
Olistico Wealth, LLC
252$11.9K0.0%GrowthVery LowTulsa, OK2026-10-05
Byrne Asset Management LLC
250$11.5K0.0%CoreLowKingston, NJ2026-10-06
Hurley Capital, LLC
240$11.4K0.0%GARPMediumNew York, NY2026-11-05
Fortitude Family Office, LLC
230$10.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Provenance Wealth Advisors, LLC
216$10.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
North Star Investment Management Corp.
200$9.5K0.0%CoreLowChicago, IL2026-10-27
Hilton Head Capital Partners, LLC
200$9.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Spurstone Advisory Services, LLC
200$9.2K0.1%CoreLowHigganum, CT2026-11-02
Cedar Mountain Advisors, LLC
180$8.5K0.0%ETFVery LowLake Oswego, OR2026-10-15
First Command Advisory Services, Inc.
175$8.3K0.0%IndexLowFort Worth, TX2026-11-05
Next Level Wealth Planning, LLC
175$8.3K0.0%ETFVery LowMeridian, ID2026-10-29
Miller Wealth Advisors, LLC
165$7.8K0.0%GrowthLowOuray, CO2026-11-02
SRH Advisors, LLC
164$7.8K0.0%ETFVery LowSalina, KS2026-10-22
Armstrong Advisory Group, Inc
160$7.6K0.0%ETFHighNeedham, MA2026-10-09
Nemes Rush Group LLC
151$7.1K0.0%CoreVery LowNovi, MI2026-11-04
Comprehensive Financial Planning, Inc.
150$7.1K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Bokf, NA
147$7.0K0.0%CoreLowTulsa, OK2026-10-27
Concord Wealth Partners
147$7.0K0.0%GrowthLowAbingdon, VA2026-11-02
Creative Financial Designs Inc
140$6.6K0.0%ETFMediumKokomo, IN2026-11-04
Investors Research Corp
136$6.4K0.0%ETFLowAtlanta, GA2026-10-07
Versant Capital Management, Inc
131$6.2K0.0%GARPLowPhoenix, AZ2026-10-02
Country Trust Bank
130$6.1K0.0%GrowthLowBloomington, IL2026-10-30
Silver Grove Financial Group, Inc.
126$6.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Bare Financial Services, Inc
125$5.9K0.0%ETFVery LowGap, PA2026-11-04
Bangor Savings Bank
125$5.9K0.0%ETFLowBangor, ME2026-10-06
Farmers & Merchants Investments Inc
120$5.7K0.0%CoreVery LowLincoln, NE2026-10-22
MV Capital Management, Inc.
119$5.6K0.0%ETFLowBethesda, MD2026-10-29
Planning Strategies Inc.
101$4.8K0.0%ETFN/ALancaster, PA2026-10-02
Kings Path Partners LLC
100$4.7K0.0%ETFVery LowSugar Land, TX2026-10-21
Golden State Wealth Management, LLC
100$4.7K0.0%ETFMediumSanta Ana, CA2026-11-02
1620 Investment Advisors, Inc.
100$4.7K0.0%ValueLowPlymouth, MA2026-11-04
Reap Financial Group, LLC
100$4.7K0.0%ETFLowAustin, TX2026-11-02
James T. Borello RIA
99$4.7K0.0%ETFVery LowEast Dundee, IL2026-10-16
Aspect Partners, LLC
94$4.4K0.0%ETFMediumFairfax, VA2026-10-20
FNY Investment Advisers, LLC
90$40.0%GrowthVery HighNew York, NY2026-10-16
Adirondack Trust Co
88$4.2K0.0%GrowthLowSaratoga Springs, NY2026-10-14
High Point Wealth Management, LLC
78$3.7K0.0%ETFLowChester, NJ2026-11-05
Bell Investment Advisors, Inc
78$3.7K0.0%ETFVery LowOrinda, CA2026-10-29
Main Street Group, LTD
76$3.6K0.0%ETFMediumGlen Allen, VA2026-10-28
Kennebec Savings Bank
68$3.2K0.0%CoreLowAugusta, ME2026-10-22
Hazlett, Burt & Watson, Inc.
65$20.0%CoreVery LowWheeling, WV2026-11-04
Investment Research & Advisory Group, Inc.
56$2.6K0.0%GrowthVery LowAtlanta, GA2026-10-19
Archer Investment Corp
50$2.4K0.0%CoreMediumCarmel, IN2026-11-05
Arlington Trust Co LLC
50$2.4K0.0%ETFMediumBirmingham, AL2026-10-20
JFS Wealth Advisors, LLC
49$2.3K0.0%ETFVery LowHermitage, PA2026-11-03
Fairscale Capital, LLC
43$1.7K0.0%GrowthVery LowNashua, NH2026-11-04
Cromwell Holdings LLC
42$2.0K0.0%IndexLowJackson, WY2026-10-28
American Capital Advisory, LLC
41$1.9K0.0%ETFLowKetchum, ID2026-10-28
RMG Wealth Management LLC
40$1.5K0.0%ETFVery HighPlatteville, WI2026-10-26
Smallwood Wealth Investment Management, LLC
38$1.8K0.0%ETFVery LowRed Bank, NJ2026-10-30
Proathlete Wealth Management LLC
37$1.7K0.0%ETFVery LowBoca Raton, FL2026-10-15
Wilkerson Advisory Group LLC
36$1.7K0.0%ETFMediumColumbia, MO2026-10-20
Abound Wealth Management
29$1.4K0.0%ETFVery LowFranklin, TN2026-10-26
SJS Investment Consulting Inc.
28$1.3K0.0%ETFVery LowSylvania, OH2026-10-26
Heritage Family Offices, LLP
28$1.3K0.0%GrowthHighScottsdale, AZ2026-11-02
Independence Bank of Kentucky
25$1.2K0.0%GrowthLowOwensboro, KY2026-10-26
UMB Private Wealth Management, LLC
24$1.1K0.0%GrowthN/AKansas City, MO2026-10-19
Hughes Financial Services, LLC
23$9580.0%ETFLowHerndon, VA2026-10-30
Evermay Wealth Management LLC
20$9460.0%ETFLowArlington, VA2026-11-05
IFS Advisors, LLC
20$9450.0%ETFLowOverland Park, KS2026-10-14
Evolution Wealth Management Inc.
20$9460.0%ETFMediumFort Myers, FL2026-10-28
Private Wealth Management Group, LLC
19$8990.0%ETFLowPrinceton, NJ2026-10-19
William Mack & Associates, Inc.
17$8040.0%ETFLowTroy, MI2026-10-27
Westside Investment Management, Inc.
17$8040.0%GrowthLowSanta Monica, CA2026-11-02
DiNuzzo Private Wealth, Inc.
16$7570.0%ETFLowBeaver, PA2026-10-16
Valley National Advisers Inc
15$7100.0%ETFLowBethlehem, PA2026-10-23
Buck Wealth Strategies, LLC
12$5670.0%ValueMediumDenver, CO2026-10-28
Bear Mountain Capital, Inc.
10$4020.0%ETFLowSeattle, WA2026-11-04
Physician Wealth Advisors, Inc.
9$4260.0%ETFMediumMidvale, UT2026-10-20
TD Private Client Wealth LLC
9$4260.0%ETFLowNew York, NY2026-10-28
Birchwood Financial Partners, Inc.
9$4260.0%ETFVery LowBloomington, MN2026-11-02
True Wealth Design, LLC
5$2370.0%ETFMediumAkron, OH2026-10-13
Capital Advisors, Ltd. LLC
4$00.0%ETFLowShaker Heights, OH2026-10-27
Bay Harbor Wealth Management, LLC
2$950.0%ETFMediumHunt Valley, MD2026-11-03
Quaker Wealth Management, LLC
1$480.0%ETFMediumMoorestown, NJ2026-10-22
Friedenthal Financial
1$480.0%ETFHighMarlton, NJ2026-10-27