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MSC Industrial Direct Co (MSM)

CUSIP: 553530106 | NYSE | Industrials · Industrial Distribution | Mid Cap | 1536 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
13GHarlan B. Korenvaes
with Spruce Trust
4,294,3245.9%New 5%+ stakeAug 4, 2026No 13F filer matched
13GHarlan B. Korenvaes4,294,324
5.9% of class · Aug 4, 2026New 5%+ stake
with Spruce Trust
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,207,267
0.0% of portfolio›$149.4M
Boston Trust Walden Corp356,317
0.4% of portfolio›$44.1M
Pzena Investment Management LLC235,135
0.1% of portfolio›$29.1M
DekaBank Deutsche Girozentrale205,391
0.0% of portfolio›$25.6K
Deprince Race & Zollo Inc186,882
0.4% of portfolio›$23.1M
Creative Planning140,214
0.0% of portfolio›$17.3M
Argent Capital Management LLC135,583
0.5% of portfolio›$16.8M
Tectonic Advisors LLC111,074
0.6% of portfolio›$13.7M
Wealth Enhancement Advisory Services, LLC102,651
0.0% of portfolio›$12.5M
Principal Financial Group Inc95,005
0.0% of portfolio›$11.8M
Butensky & Cohen Financial Security, Inc54,270
1.7% of portfolio›$6.7M
New York State Teachers Retirement System53,137
0.0% of portfolio›$6.6K
Robeco Institutional Asset Management B.V.51,365
0.0% of portfolio›$6.4M
GHP Investment Advisors, Inc.50,433
0.2% of portfolio›$6.2M
Citigroup Inc46,024
0.0% of portfolio›$5.7M
Mirae Asset Global Investments Co., Ltd.43,643
0.0% of portfolio›$5.4M
Retirement Systems of Alabama42,624
0.0% of portfolio›$5.3M
Old Republic International Corp40,000
0.0% of portfolio›$4.9K
Willis Investment Counsel34,981
0.2% of portfolio›$4.3M
ABN Amro Investment Solutions34,185
0.0% of portfolio›$4.2M
Strs Ohio33,493
0.0% of portfolio›$4.1M
WealthPlan Investment Management, LLC32,638
0.2% of portfolio›$4.0M
Arjuna Capital31,433
0.9% of portfolio›$3.9M
Capricorn Fund Managers Ltd30,000
0.4% of portfolio›$3.7M
Auto-Owners Insurance Co26,500
0.1% of portfolio›$3.3M
AGF Management LTD24,630
0.0% of portfolio›$3.0M
Red Spruce Capital, LLC24,590
1.1% of portfolio›$3.0M
Amalgamated Bank19,139
0.0% of portfolio›$2.4K
Linden Thomas Advisory Services, LLC18,900
0.2% of portfolio›$2.3M
Steel Grove Capital Advisors, LLC18,613
0.2% of portfolio›$2.3M
Nisa Investment Advisors, LLC17,506
0.0% of portfolio›$2.2M
Oak Thistle LLC16,409
0.2% of portfolio›$2.0M
Hennion & Walsh Asset Management, Inc.16,035
0.1% of portfolio›$2.0M
Virginia Retirement Systems ET Al15,600
0.0% of portfolio›$1.9M
Mutual of America Capital Management LLC15,101
0.0% of portfolio›$1.9M
Frank, Rimerman Advisors LLC14,703
0.1% of portfolio›$1.8M
State of New Jersey Common Pension Fund D14,275
0.0% of portfolio›$1.8M
Chicago Partners Investment Group LLC13,433
0.0% of portfolio›$1.5M
Arga Investment Management, LP13,297
0.0% of portfolio›$1.6M
Arizona State Retirement System12,589
0.0% of portfolio›$1.6M
Louisiana State Employees Retirement System12,300
0.0% of portfolio›$1.5M
Yousif Capital Management, LLC11,608
0.0% of portfolio›$1.4M
Cambridge Investment Research Advisors, Inc.11,343
0.0% of portfolio›$1.4K
HB Wealth Management, LLC10,896
0.0% of portfolio›$1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,864
0.0% of portfolio›$1.2M
111 Capital9,667
0.2% of portfolio›$1.2M
State of Michigan Retirement System9,665
0.0% of portfolio›$1.2M
Commonwealth Equity Services, LLC9,478
0.0% of portfolio›$1.2M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.9,264
0.0% of portfolio›$1.1M
Trust Co of Vermont8,733
0.0% of portfolio›$1.1M
Oregon Public Employees Retirement Fund8,529
0.0% of portfolio›$1.1M
Lecap Asset Management LTD8,501
0.5% of portfolio›$1.1M
Citizens Financial Group Inc7,948
0.0% of portfolio›$983.3K
Martin Capital Partners, LLC7,519
0.3% of portfolio›$930.2K
Evergreen Capital Management LLC7,374
0.0% of portfolio›$912.3K
Twelve Points Wealth Management LLC7,373
0.2% of portfolio›$892.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7,364
0.0% of portfolio›$911.1K
Bokf, NA7,288
0.0% of portfolio›$901.7K
TD Waterhouse Canada Inc.7,287
0.0% of portfolio›$936.5K
Ridgewood Investments LLC7,195
0.3% of portfolio›$890.2K
Truist Financial Corp7,181
0.0% of portfolio›$888.4K
Lido Advisors, LLC7,129
0.0% of portfolio›$882.1K
TD Private Client Wealth LLC7,112
0.0% of portfolio›$879.9K
WealthPLAN Partners, LLC6,888
0.2% of portfolio›$852.1K
Pictet Asset Management Holding SA6,494
0.0% of portfolio›$803.4K
Aaron Wealth Advisors LLC6,453
0.0% of portfolio›$798.4K
Ethic Inc.6,392
0.0% of portfolio›$790.8K
NorthCrest Asset Manangement, LLC6,073
0.0% of portfolio›$782.9K
Y-Intercept (Hong Kong) Ltd6,038
0.0% of portfolio›$747.0K
Mountain Pacific Investment Advisers LLC6,003
0.1% of portfolio›$742.7K
Vise Technologies, Inc.5,736
0.0% of portfolio›$709.7K
Xponance LLC5,639
0.0% of portfolio›$697.7K
Praxis Investment Management Inc5,310
0.0% of portfolio›$657
Crestwood Advisors Group, LLC5,111
0.0% of portfolio›$632.3K
Krilogy Financial LLC5,029
0.0% of portfolio›$647.1K
Swiss Life Asset Management Ltd4,736
0.0% of portfolio›$585.9K
HUB Investment Partners, LLC4,728
0.0% of portfolio›$584.9K
Rockland Trust Co4,562
0.0% of portfolio›$564.4K
Inscription Capital, LLC4,478
0.1% of portfolio›$554.0K
MBL Wealth, LLC4,461
0.0% of portfolio›$551.9K
Certuity, LLC4,250
0.0% of portfolio›$525.8K
Quadrant Capital Group LLC4,144
0.0% of portfolio›$547.7K
State of Alaska, Department of Revenue3,917
0.0% of portfolio›$484
AlphaCore Capital LLC3,809
0.0% of portfolio›$471.2K
Parallel Advisors, LLC3,737
0.0% of portfolio›$462.3K
Exchange Traded Concepts, LLC3,638
0.0% of portfolio›$450.1K
Michael J. Porro & Co. Financial Advisors, Inc.3,506
0.3% of portfolio›$433.8K
State of Wyoming3,500
0.0% of portfolio›$433.0K
Asset Advisory Group, Inc.3,269
0.2% of portfolio›$404.4K
QP Wealth Management, LLC3,202
0.6% of portfolio›$396.2K
Brighton Jones LLC3,201
0.0% of portfolio›$396.0K
Signaturefd, LLC3,138
0.0% of portfolio›$388.2K
Childress Capital Advisors, LLC3,067
0.1% of portfolio›$379.4K
Levin Capital Strategies, L.P.3,000
0.0% of portfolio›$371.2K
Versant Capital Management, Inc2,888
0.0% of portfolio›$357.3K
Farther Finance Advisors, LLC2,840
0.0% of portfolio›$351.4K
Keybank National Association2,829
0.0% of portfolio›$350.0K
Verity Asset Management, Inc.2,774
0.1% of portfolio›$343.2K
Advisor OS, LLC2,592
0.0% of portfolio›$320.7K
Crossmark Global Holdings, Inc.2,555
0.0% of portfolio›$316.1K
StoneX Group Inc.2,536
0.0% of portfolio›$310.6K
Blue Trust, Inc.2,184
0.0% of portfolio›$270.3K
Choreo, LLC2,126
0.0% of portfolio›$263.1K
Cornerstone Wealth Group, LLC2,051
0.0% of portfolio›$253.8K
Kestra Investment Management, LLC2,015
0.0% of portfolio›$249.3K
Apollon Wealth Management, LLC1,999
0.0% of portfolio›$247.3K
Koshinski Asset Management, Inc.1,911
0.0% of portfolio›$236.4K
Interchange Capital Partners, LLC1,817
0.0% of portfolio›$224.8K
Parcion Private Wealth LLC1,814
0.0% of portfolio›$224.4K
Valley National Advisers Inc1,812
0.0% of portfolio›$224.2K
Silver Lake Advisory, LLC1,810
0.1% of portfolio›$224.0K
CIBC Asset Management Inc1,805
0.0% of portfolio›$223.3K
Curated Wealth Partners LLC1,783
0.0% of portfolio›$220.6K
Gamma Investing LLC1,721
0.0% of portfolio›$212.9K
Carnegie Investment Counsel1,709
0.0% of portfolio›$211.4K
Leo Wealth, LLC1,676
0.0% of portfolio›$207.4K
Fifth Third Wealth Advisors LLC1,661
0.0% of portfolio›$205.5K
Certior Financial Group, LLC1,656
0.1% of portfolio›$204.8K
Tompkins Financial Corp1,600
0.0% of portfolio›$198.0K
KBC Group NV1,561
0.0% of portfolio›$193
Sterling Capital Management LLC1,310
0.0% of portfolio›$162.1K
Global Trust Asset Management, LLC1,236
0.0% of portfolio›$152.9K
EverSource Wealth Advisors, LLC1,224
0.0% of portfolio›$151.4K
Compass Financial Management LLC1,205
0.0% of portfolio›$149.1K
USA Financial Formulas1,196
0.0% of portfolio›$148.0K
Simplex Trading, LLC1,111
0.0% of portfolio›$137.5K
SJS Investment Consulting Inc.1,085
0.0% of portfolio›$134.2K
Sawyer & Company, Inc670
0.0% of portfolio›$82.9K
IFP Advisors, Inc636
0.0% of portfolio›$78.7K
Root Financial Partners, LLC605
0.0% of portfolio›$74.9K
Elevation Wealth Partners, LLC552
0.0% of portfolio›$68.3K
First Horizon Corp517
0.0% of portfolio›$64.0K
True Wealth Design, LLC470
0.0% of portfolio›$58.1K
Provenance Wealth Advisors, LLC402
0.0% of portfolio›$49.7K
United Community Bank358
0.0% of portfolio›$44.3K
Parkside Financial Bank & Trust323
0.0% of portfolio›$40.0K
Valley Wealth Managers, Inc.323
0.0% of portfolio›$40.0K
Essential Partners LLC284
0.0% of portfolio›$35.1K
Armstrong Advisory Group, Inc276
0.0% of portfolio›$34.1K
Elyxium Wealth, LLC267
0.0% of portfolio›$33.0K
V-Square Quantitative Management LLC263
0.0% of portfolio›$32.5K
Pension & Wealth Management Advisors, Inc.262
0.0% of portfolio›$32.4K
Assetmark, Inc195
0.0% of portfolio›$24.1K
Covestor Ltd161
0.0% of portfolio›$20
Reyes Financial Architecture, Inc.135
0.0% of portfolio›$16.7K
GoalVest Advisory LLC127
0.0% of portfolio›$15.7K
Highline Wealth Partners LLC98
0.0% of portfolio›$12.1K
Private Wealth Management Group, LLC95
0.0% of portfolio›$11.8K
Wealth Enhancement Trust Services, Inc.93
0.0% of portfolio›$11.5K
Capital Advisors, Ltd. LLC67
0.0% of portfolio›$8
MassMutual Private Wealth & Trust, FSB64
0.0% of portfolio›$7.9K
SBI Securities Co., Ltd.64
0.0% of portfolio›$7.9K
Montag A & Associates Inc59
0.0% of portfolio›$7.3K
Bare Financial Services, Inc59
0.0% of portfolio›$7.3K
Elevated Capital Advisors, LLC51
0.0% of portfolio›$6.3K
Atlantic Edge Private Wealth Management, LLC50
0.0% of portfolio›$6.2K
Harbor Asset Planning, Inc.50
0.0% of portfolio›$6.2K
Physician Wealth Advisors, Inc.49
0.0% of portfolio›$6.1K
Caldwell Trust Co49
0.0% of portfolio›$6.1K
Fortitude Family Office, LLC44
0.0% of portfolio›$5.4K
Mitsubishi UFJ Asset Management Co., Ltd.43
0.0% of portfolio›$5.3K
Pinnacle Wealth Planning Services, Inc.43
0.0% of portfolio›$5.3K
Farmers & Merchants Investments Inc39
0.0% of portfolio›$4.8K
FNY Investment Advisers, LLC36
0.0% of portfolio›$4
UMB Private Wealth Management, LLC33
0.0% of portfolio›$4.1K
JFS Wealth Advisors, LLC30
0.0% of portfolio›$3.7K
Meriwether Wealth & Planning, LLC22
0.0% of portfolio›$2.7K
Creative Capital Management Investments LLC18
0.0% of portfolio›$2.2K
Brown, Lisle Ings, Inc.12
0.0% of portfolio›$1.5K
Ares Financial Consulting, LLC11
0.0% of portfolio›$1.4K
Tounjian Advisory Partners, LLC11
0.0% of portfolio›$1.4K
Bay Harbor Wealth Management, LLC11
0.0% of portfolio›$1.4K
DiNuzzo Private Wealth, Inc.10
0.0% of portfolio›$1.2K
Manchester Capital Management LLC9
0.0% of portfolio›$1.1K
Private Trust Co NA8
0.0% of portfolio›$990
Cromwell Holdings LLC8
0.0% of portfolio›$990
Clark Wealth Partners6
0.0% of portfolio›$743
Activest Wealth Management6
0.0% of portfolio›$742
Hilton Head Capital Partners, LLC4
0.0% of portfolio›$495
DecisionPoint Financial, LLC3
0.0% of portfolio›$386
Maseco LLP2
0.0% of portfolio›$248
Hughes Financial Services, LLC1
0.0% of portfolio›$123
Maryland Capital Advisors Inc.1
0.0% of portfolio›$124
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,207,267$149.4M0.0%IndexLowAustin, TX2026-11-04
Boston Trust Walden Corp
356,317$44.1M0.4%CoreLowBoston, MA2026-10-30
Pzena Investment Management LLC
235,135$29.1M0.1%Deep ValueMediumNew York, NY2026-10-30
DekaBank Deutsche Girozentrale
205,391$25.6K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Deprince Race & Zollo Inc
186,882$23.1M0.4%Deep ValueHighWinter Park, FL2026-10-13
Creative Planning
140,214$17.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Argent Capital Management LLC
135,583$16.8M0.5%CoreMediumSt Louis, MO2026-10-05
Tectonic Advisors LLC
111,074$13.7M0.6%YieldLowFrisco, TX2026-10-22
Wealth Enhancement Advisory Services, LLC
102,651$12.5M0.0%CoreLowPlymouth, MN2026-10-13
Principal Financial Group Inc
95,005$11.8M0.0%CoreLowDes Moines, IA2026-11-02
Butensky & Cohen Financial Security, Inc
54,270$6.7M1.7%ValueLowPonte Vedra Beach, FL2026-10-13
New York State Teachers Retirement System
53,137$6.6K0.0%CoreVery LowAlbany, NY2026-10-22
Robeco Institutional Asset Management B.V.
51,365$6.4M0.0%CoreMediumRotterdam, Philippines2026-10-20
GHP Investment Advisors, Inc.
50,433$6.2M0.2%CoreVery LowDenver, CO2026-10-15
Citigroup Inc
46,024$5.7M0.0%CoreMediumNew York, NY2026-11-04
Mirae Asset Global Investments Co., Ltd.
43,643$5.4M0.0%GrowthLowSeoul, Malaysia2026-11-03
Retirement Systems of Alabama
42,624$5.3M0.0%IndexLowMontgomery, AL2026-11-04
Old Republic International Corp
40,000$4.9K0.0%YieldVery LowChicago, IL2026-10-26
Willis Investment Counsel
34,981$4.3M0.2%CoreLowGainesville, GA2026-10-20
ABN Amro Investment Solutions
34,185$4.2M0.0%GrowthLowParis Cedex 008, India2026-10-21
Strs Ohio
33,493$4.1M0.0%CoreMediumColumbus, OH2026-10-30
WealthPlan Investment Management, LLC
32,638$4.0M0.2%GrowthMediumOmaha, NE2026-10-15
Arjuna Capital
31,433$3.9M0.9%MomentumMediumManchester, MA2026-11-03
Capricorn Fund Managers Ltd
30,000$3.7M0.4%GARPVery HighLondon, United Kingdom2026-11-03
Auto-Owners Insurance Co
26,500$3.3M0.1%ETFVery LowLansing, MI2026-10-15
AGF Management LTD
24,630$3.0M0.0%GrowthHighToronto, Australia2026-11-03
Red Spruce Capital, LLC
24,590$3.0M1.1%GrowthMediumBerwyn, PA2026-10-07
Amalgamated Bank
19,139$2.4K0.0%CoreVery LowNew York, NY2026-10-23
Linden Thomas Advisory Services, LLC
18,900$2.3M0.2%CoreLowCharlotte, NC2026-10-19
Steel Grove Capital Advisors, LLC
18,613$2.3M0.2%ETFLowMemphis, TN2026-10-13
Nisa Investment Advisors, LLC
17,506$2.2M0.0%IndexVery LowSt. Louis, MO2026-10-20
Oak Thistle LLC
16,409$2.0M0.2%ValueVery HighNew York, NY2026-10-21
Hennion & Walsh Asset Management, Inc.
16,035$2.0M0.1%ValueMediumParsippany, NJ2026-10-13
Virginia Retirement Systems ET Al
15,600$1.9M0.0%CoreMediumRichmond, VA2026-10-28
Mutual of America Capital Management LLC
15,101$1.9M0.0%IndexLowNew York, NY2026-10-23
Frank, Rimerman Advisors LLC
14,703$1.8M0.1%GrowthLowPalo Alto, CA2026-10-16
State of New Jersey Common Pension Fund D
14,275$1.8M0.0%CoreLowTrenton, NJ2026-11-05
Chicago Partners Investment Group LLC
13,433$1.5M0.0%GARPLowChicago, IL2026-10-27
Arga Investment Management, LP
13,297$1.6M0.0%Deep ValueHighMiami, FL2026-10-30
Arizona State Retirement System
12,589$1.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Louisiana State Employees Retirement System
12,300$1.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Yousif Capital Management, LLC
11,608$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Cambridge Investment Research Advisors, Inc.
11,343$1.4K0.0%ETFLowFairfield, IA2026-11-02
HB Wealth Management, LLC
10,896$1.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
9,864$1.2M0.0%CoreLowHarrisburg, PA2026-11-03
111 Capital
9,667$1.2M0.2%CoreVery HighParis, India2026-11-03
State of Michigan Retirement System
9,665$1.2M0.0%IndexLowEast Lansing, MI2026-10-27
Commonwealth Equity Services, LLC
9,478$1.2M0.0%ETFLowWaltham, MA2026-11-02
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
9,264$1.1M0.0%CoreHighTurin, Latvia2026-10-22
Trust Co of Vermont
8,733$1.1M0.0%CoreVery LowBrattleboro, VT2026-10-21
Oregon Public Employees Retirement Fund
8,529$1.1M0.0%IndexVery LowTigard, OR2026-10-30
Lecap Asset Management LTD
8,501$1.1M0.5%ValueVery HighLondon, United Kingdom2026-10-27
Citizens Financial Group Inc
7,948$983.3K0.0%GrowthLowProvidence, RI2026-10-23
Martin Capital Partners, LLC
7,519$930.2K0.3%YieldLowEugene, OR2026-10-07
Evergreen Capital Management LLC
7,374$912.3K0.0%GARPMediumBellevue, WA2026-10-23
Twelve Points Wealth Management LLC
7,373$892.3K0.2%ETFMediumConcord, MA2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
7,364$911.1K0.0%GrowthVery LowSeattle, WA2026-10-27
Bokf, NA
7,288$901.7K0.0%CoreLowTulsa, OK2026-10-27
TD Waterhouse Canada Inc.
7,287$936.5K0.0%CoreLowToronto, Australia2026-10-16
Ridgewood Investments LLC
7,195$890.2K0.3%ValueMediumSpringfield, NJ2026-10-05
Truist Financial Corp
7,181$888.4K0.0%CoreLowCharlotte, NC2026-10-30
Lido Advisors, LLC
7,129$882.1K0.0%GrowthLowLos Angeles, CA2026-11-04
TD Private Client Wealth LLC
7,112$879.9K0.0%ETFLowNew York, NY2026-10-28
WealthPLAN Partners, LLC
6,888$852.1K0.2%CoreMediumOmaha, NE2026-10-15
Pictet Asset Management Holding SA
6,494$803.4K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Aaron Wealth Advisors LLC
6,453$798.4K0.0%GrowthMediumChicago, IL2026-10-13
Ethic Inc.
6,392$790.8K0.0%CoreLowNew York, NY2026-11-03
NorthCrest Asset Manangement, LLC
6,073$782.9K0.0%GrowthLowPlymouth, MN2026-10-13
Y-Intercept (Hong Kong) Ltd
6,038$747.0K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Mountain Pacific Investment Advisers LLC
6,003$742.7K0.1%CoreVery LowBoise, ID2026-10-29
Vise Technologies, Inc.
5,736$709.7K0.0%IndexLowNew York, NY2026-10-29
Xponance LLC
5,639$697.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Praxis Investment Management Inc
5,310$6570.0%CoreLowGoshen, IN2026-11-03
Crestwood Advisors Group, LLC
5,111$632.3K0.0%GrowthLowBoston, MA2026-10-27
Krilogy Financial LLC
5,029$647.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Swiss Life Asset Management Ltd
4,736$585.9K0.0%CoreLowZurich, Switzerland2026-11-03
HUB Investment Partners, LLC
4,728$584.9K0.0%GrowthLowAustin, TX2026-11-03
Rockland Trust Co
4,562$564.4K0.0%CoreLowHanover, MA2026-10-05
Inscription Capital, LLC
4,478$554.0K0.1%GARPMediumHouston, TX2026-11-02
MBL Wealth, LLC
4,461$551.9K0.0%ETFLowCharlotte, NC2026-10-22
Certuity, LLC
4,250$525.8K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Quadrant Capital Group LLC
4,144$547.7K0.0%CoreLowCincinnati, OH2026-10-20
State of Alaska, Department of Revenue
3,917$4840.0%CoreVery LowJuneau, AK2026-10-15
AlphaCore Capital LLC
3,809$471.2K0.0%ETFLowLa Jolla, CA2026-11-04
Parallel Advisors, LLC
3,737$462.3K0.0%IndexLowSan Francisco, CA2026-11-03
Exchange Traded Concepts, LLC
3,638$450.1K0.0%GrowthMediumOklahoma City, OK2026-10-28
Michael J. Porro & Co. Financial Advisors, Inc.
3,506$433.8K0.3%GrowthLowOld Tappan, NJ2026-10-16
State of Wyoming
3,500$433.0K0.0%ValueHighCheyenne, WY2026-10-28
Asset Advisory Group, Inc.
3,269$404.4K0.2%CoreVery LowKinnelon, NJ2026-10-20
QP Wealth Management, LLC
3,202$396.2K0.6%GrowthHighBoca Raton, FL2026-10-20
Brighton Jones LLC
3,201$396.0K0.0%CoreVery LowSeattle, WA2026-11-03
Signaturefd, LLC
3,138$388.2K0.0%IndexLowAtlanta, GA2026-10-23
Childress Capital Advisors, LLC
3,067$379.4K0.1%GARPMediumHouston, TX2026-10-28
Levin Capital Strategies, L.P.
3,000$371.2K0.0%ValueMediumNew York, NY2026-11-02
Versant Capital Management, Inc
2,888$357.3K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
2,840$351.4K0.0%IndexLowSan Francisco, CA2026-10-08
Keybank National Association
2,829$350.0K0.0%CoreLowBrooklyn, OH2026-11-04
Verity Asset Management, Inc.
2,774$343.2K0.1%CoreMediumDurham, NC2026-10-30
Advisor OS, LLC
2,592$320.7K0.0%ETFMediumChicago, IL2026-11-03
Crossmark Global Holdings, Inc.
2,555$316.1K0.0%GARPMediumHouston, TX2026-10-21
StoneX Group Inc.
2,536$310.6K0.0%ETFMediumNew York, NY2026-11-03
Blue Trust, Inc.
2,184$270.3K0.0%ETFLowBrentwood, TN2026-10-15
Choreo, LLC
2,126$263.1K0.0%IndexLowRockford, IL2026-10-28
Cornerstone Wealth Group, LLC
2,051$253.8K0.0%CoreMediumHuntersville, NC2026-11-02
Kestra Investment Management, LLC
2,015$249.3K0.0%ETFMediumAustin, TX2026-11-04
Apollon Wealth Management, LLC
1,999$247.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Koshinski Asset Management, Inc.
1,911$236.4K0.0%ETFLowDecatur, IL2026-10-29
Interchange Capital Partners, LLC
1,817$224.8K0.0%GrowthLowPittsburgh, PA2026-10-28
Parcion Private Wealth LLC
1,814$224.4K0.0%CoreMediumBellevue, WA2026-10-28
Valley National Advisers Inc
1,812$224.2K0.0%ETFLowBethlehem, PA2026-10-23
Silver Lake Advisory, LLC
1,810$224.0K0.1%CoreLowCottonwood Heights, UT2026-10-22
CIBC Asset Management Inc
1,805$223.3K0.0%GARPLowToronto, South Africa2026-11-05
Curated Wealth Partners LLC
1,783$220.6K0.0%GARPLowEl Segundo, CA2026-10-15
Gamma Investing LLC
1,721$212.9K0.0%IndexVery LowFoster City, CA2026-10-08
Carnegie Investment Counsel
1,709$211.4K0.0%CoreLowPepper Pike, OH2026-10-20
Leo Wealth, LLC
1,676$207.4K0.0%CoreLowHurst, TX2026-10-26
Fifth Third Wealth Advisors LLC
1,661$205.5K0.0%IndexVery LowCincinnati, OH2026-10-22
Certior Financial Group, LLC
1,656$204.8K0.1%ETFMediumKing Of Prussia, PA2026-10-19
Tompkins Financial Corp
1,600$198.0K0.0%CoreLowIthaca, NY2026-10-05
KBC Group NV
1,561$1930.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
1,310$162.1K0.0%GARPMediumCharlotte, NC2026-10-22
Global Trust Asset Management, LLC
1,236$152.9K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
EverSource Wealth Advisors, LLC
1,224$151.4K0.0%CoreMediumBirmingham, AL2026-11-04
Compass Financial Management LLC
1,205$149.1K0.0%CoreN/ATampa, FL2026-10-30
USA Financial Formulas
1,196$148.0K0.0%ETFVery HighAda, MI2026-10-16
Simplex Trading, LLC
1,111$137.5K0.0%CoreVery HighChicago, IL2026-11-04
SJS Investment Consulting Inc.
1,085$134.2K0.0%ETFVery LowSylvania, OH2026-10-26
Sawyer & Company, Inc
670$82.9K0.0%GrowthLowBoston, MA2026-10-21
IFP Advisors, Inc
636$78.7K0.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
605$74.9K0.0%ETFMediumEncinitas, CA2026-10-21
Elevation Wealth Partners, LLC
552$68.3K0.0%ETFLowWalnut Creek, CA2026-10-07
First Horizon Corp
517$64.0K0.0%CoreLowMemphis, TN2026-10-26
True Wealth Design, LLC
470$58.1K0.0%ETFMediumAkron, OH2026-10-13
Provenance Wealth Advisors, LLC
402$49.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
United Community Bank
358$44.3K0.0%CoreLowGreenville, SC2026-10-28
Parkside Financial Bank & Trust
323$40.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Valley Wealth Managers, Inc.
323$40.0K0.0%GARPMediumParamus, NJ2026-10-09
Essential Partners LLC
284$35.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Armstrong Advisory Group, Inc
276$34.1K0.0%ETFHighNeedham, MA2026-10-09
Elyxium Wealth, LLC
267$33.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
V-Square Quantitative Management LLC
263$32.5K0.0%CoreLowChicago, IL2026-10-15
Pension & Wealth Management Advisors, Inc.
262$32.4K0.0%ETFLowWaltham, MA2026-10-16
Assetmark, Inc
195$24.1K0.0%ETFLowConcord, CA2026-10-21
Covestor Ltd
161$200.0%ValueHighLondon, United Kingdom2026-10-30
Reyes Financial Architecture, Inc.
135$16.7K0.0%ETFVery HighSan Diego, CA2026-10-22
GoalVest Advisory LLC
127$15.7K0.0%ETFMediumNew York, NY2026-10-02
Highline Wealth Partners LLC
98$12.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Private Wealth Management Group, LLC
95$11.8K0.0%ETFLowPrinceton, NJ2026-10-19
Wealth Enhancement Trust Services, Inc.
93$11.5K0.0%GrowthMediumSioux Falls, SD2026-10-07
Capital Advisors, Ltd. LLC
67$80.0%ETFLowShaker Heights, OH2026-10-27
MassMutual Private Wealth & Trust, FSB
64$7.9K0.0%CoreLowSpringfield, MA2026-10-05
SBI Securities Co., Ltd.
64$7.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Montag A & Associates Inc
59$7.3K0.0%CoreLowAtlanta, GA2026-10-29
Bare Financial Services, Inc
59$7.3K0.0%ETFVery LowGap, PA2026-11-04
Elevated Capital Advisors, LLC
51$6.3K0.0%ETFMediumSandy, UT2026-11-04
Atlantic Edge Private Wealth Management, LLC
50$6.2K0.0%CoreLowJacksonville, FL2026-10-20
Harbor Asset Planning, Inc.
50$6.2K0.0%ETFVery LowBelmont, MA2026-10-23
Physician Wealth Advisors, Inc.
49$6.1K0.0%ETFMediumMidvale, UT2026-10-20
Caldwell Trust Co
49$6.1K0.0%GrowthLowVenice, FL2026-10-30
Fortitude Family Office, LLC
44$5.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Mitsubishi UFJ Asset Management Co., Ltd.
43$5.3K0.0%IndexVery LowTokyo, Mexico2026-11-05
Pinnacle Wealth Planning Services, Inc.
43$5.3K0.0%GARPLowMansfield, OH2026-10-27
Farmers & Merchants Investments Inc
39$4.8K0.0%CoreVery LowLincoln, NE2026-10-22
FNY Investment Advisers, LLC
36$40.0%GrowthVery HighNew York, NY2026-10-16
UMB Private Wealth Management, LLC
33$4.1K0.0%GrowthN/AKansas City, MO2026-10-19
JFS Wealth Advisors, LLC
30$3.7K0.0%ETFVery LowHermitage, PA2026-11-03
Meriwether Wealth & Planning, LLC
22$2.7K0.0%ETFMediumMinden, LA2026-10-13
Creative Capital Management Investments LLC
18$2.2K0.0%ETFLowSan Diego, CA2026-10-28
Brown, Lisle Ings, Inc.
12$1.5K0.0%CoreVery LowProvidence, RI2026-10-16
Ares Financial Consulting, LLC
11$1.4K0.0%CoreLowCalabasas, CA2026-10-19
Tounjian Advisory Partners, LLC
11$1.4K0.0%GrowthHighFort Myers, FL2026-11-04
Bay Harbor Wealth Management, LLC
11$1.4K0.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
10$1.2K0.0%ETFLowBeaver, PA2026-10-16
Manchester Capital Management LLC
9$1.1K0.0%CoreLowManchester, VT2026-10-22
Private Trust Co NA
8$9900.0%CoreLowCleveland, OH2026-10-20
Cromwell Holdings LLC
8$9900.0%IndexLowJackson, WY2026-10-28
Clark Wealth Partners
6$7430.0%ETFVery LowO'Fallon, IL2026-10-19
Activest Wealth Management
6$7420.0%ETFLowAventura, FL2026-10-15
Hilton Head Capital Partners, LLC
4$4950.0%CoreMediumHilton Head Island, SC2026-10-23
DecisionPoint Financial, LLC
3$3860.0%ETFVery LowMesa, AZ2026-10-27
Maseco LLP
2$2480.0%ETFVery LowLondon, United Kingdom2026-10-27
Hughes Financial Services, LLC
1$1230.0%ETFLowHerndon, VA2026-10-30
Maryland Capital Advisors Inc.
1$1240.0%ETFVery LowChester, MD2026-10-15