IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Sphere Entertainment Co (SPHR)

CUSIP: 55826T102 | NYSE | Communication Services · Entertainment | Mid Cap | 919 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

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

HolderShares% of ClassChangeEvent Datevs 13F
13D/AJames L. Dolan
with Mary S. Dolan, as Trustee of certain trusts described herein, Kathleen M. Dolan, individually and as Trustee of certain trusts described herein, Corby Dolan Leinauer, as Trustee of certain trusts described herein, +20 more
4,756,96414.5%+1,277,157Oct 20, 2026No 13F filer matched
13D/AGamco Asset Management Inc.
with Gabelli Funds LLC, MJG Associates, Inc., Gabelli Mario J, +5 more
550,1391.9%Newly reportedAug 13, 2026No 13F filer matched
13G/AMorgan Stanley
with Morgan Stanley Capital Services LLC
2,410,1268.3%New 5%+ stakeJun 30, 2026No 13F filer matched
13D/AJames L. Dolan4,756,964
14.5% of class · Oct 20, 2026+1,277,157
with Mary S. Dolan, as Trustee of certain trusts described herein, Kathleen M. Dolan, individually and as Trustee of certain trusts described herein, Corby Dolan Leinauer, as Trustee of certain trusts described herein, +20 more
No 13F filer matched
13D/AGamco Asset Management Inc.550,139
1.9% of class · Aug 13, 2026Newly reported
with Gabelli Funds LLC, MJG Associates, Inc., Gabelli Mario J, +5 more
No 13F filer matched
13G/AMorgan Stanley2,410,126
8.3% of class · Jun 30, 2026New 5%+ stake
with Morgan Stanley Capital Services LLC
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP885,776
0.0% of portfolio›$119.1M
Assenagon Asset Management S.A.871,484
0.1% of portfolio›$117.2M
Artemis Investment Management LLP447,982
0.5% of portfolio›$60.2M
Principal Financial Group Inc208,029
0.0% of portfolio›$28.0M
O'Keefe Stevens Advisory, Inc.168,299
4.6% of portfolio›$22.6M
Pinnacle Associates LTD113,528
0.2% of portfolio›$15.3M
Allspring Global Investments Holdings, LLC108,097
0.0% of portfolio›$13.9M
Citigroup Inc91,059
0.0% of portfolio›$12.2M
Washington Trust Advisors, Inc.75,840
0.7% of portfolio›$10.2M
North Star Investment Management Corp.71,847
0.5% of portfolio›$9.7M
AGF Management LTD65,704
0.0% of portfolio›$8.8M
KBC Group NV40,088
0.0% of portfolio›$5.4K
Cookson Peirce & Co Inc27,834
0.1% of portfolio›$3.7M
Creative Planning21,138
0.0% of portfolio›$2.8M
Radnor Capital Management, LLC19,676
0.4% of portfolio›$2.6M
TD Waterhouse Canada Inc.18,642
0.0% of portfolio›$2.4M
Poehling Capital Management, Inc.17,386
0.5% of portfolio›$2.3M
Perigon Wealth Management, LLC16,142
0.0% of portfolio›$2.2M
Virginia Retirement Systems ET Al12,300
0.0% of portfolio›$1.7M
Louisiana State Employees Retirement System11,500
0.0% of portfolio›$1.5M
Fulcrum Asset Management LLP11,480
0.1% of portfolio›$1.5M
Pacific Capital Partners Ltd11,083
1.1% of portfolio›$1.5M
OP Asset Management Ltd9,943
0.0% of portfolio›$1.3M
Central Pacific Bank - Trust Division8,871
0.1% of portfolio›$1.2M
State of New Jersey Common Pension Fund D8,580
0.0% of portfolio›$1.2M
Globalt Investments LLC / GA7,913
0.0% of portfolio›$1.1M
Y-Intercept (Hong Kong) Ltd7,381
0.0% of portfolio›$992.3K
Arizona State Retirement System7,331
0.0% of portfolio›$985.6K
MacKenzie Financial Corp7,310
0.0% of portfolio›$982.8K
Yousif Capital Management, LLC7,065
0.0% of portfolio›$949.8K
Amalgamated Bank7,023
0.0% of portfolio›$944
Triasima Portfolio Management inc.6,776
0.1% of portfolio›$911.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,365
0.0% of portfolio›$855.7K
Oregon Public Employees Retirement Fund6,041
0.0% of portfolio›$812.2K
Oppenheimer & Co Inc5,402
0.0% of portfolio›$726.2K
Philip James Wealth Mangement, LLC4,792
0.1% of portfolio›$644.2K
Wealth Enhancement Advisory Services, LLC4,737
0.0% of portfolio›$517.5K
Quantum Private Wealth, LLC4,600
0.2% of portfolio›$618.4K
State of Alaska, Department of Revenue4,539
0.0% of portfolio›$610
Csenge Advisory Group4,291
0.0% of portfolio›$576.9K
Highland Capital Management, LLC4,284
0.0% of portfolio›$575.9K
Penn Capital Management Company, LLC4,210
0.0% of portfolio›$566.0K
Fractal Investments LLC4,200
0.1% of portfolio›$564.6K
Putney Financial Group LLC4,192
0.4% of portfolio›$563.6K
Pictet Asset Management Holding SA4,054
0.0% of portfolio›$545.0K
LJI Wealth Management, LLC3,900
0.1% of portfolio›$524.3K
ProShare Advisors LLC3,794
0.0% of portfolio›$510.1K
Robeco Institutional Asset Management B.V.3,788
0.0% of portfolio›$509.3K
Robertson Stephens Wealth Management, LLC3,772
0.0% of portfolio›$507.1K
Keybank National Association3,620
0.0% of portfolio›$486.7K
Garner Asset Management Corp3,574
0.1% of portfolio›$394.7K
Pinnacle Wealth Management Advisory Group, LLC3,540
0.0% of portfolio›$475.9K
ANB Bank3,509
0.2% of portfolio›$471.8K
Strs Ohio3,500
0.0% of portfolio›$470.5K
Commonwealth Equity Services, LLC3,323
0.0% of portfolio›$446.7K
Lanark Financial, Inc.3,275
0.0% of portfolio›$440.3K
Kelleher Financial Advisors3,242
0.1% of portfolio›$435.9K
Covestor Ltd3,225
0.0% of portfolio›$433
Mutual of America Capital Management LLC3,083
0.0% of portfolio›$414.5K
Swiss Life Asset Management Ltd2,838
0.0% of portfolio›$381.5K
Xponance LLC2,743
0.0% of portfolio›$368.8K
Bailard, Inc.2,628
0.0% of portfolio›$353.3K
Farther Finance Advisors, LLC2,607
0.0% of portfolio›$350.5K
Krilogy Financial LLC2,578
0.0% of portfolio›$268.4K
Kercheville Advisors, LLC2,500
0.1% of portfolio›$336.1K
SeaBridge Investment Advisors LLC2,433
0.0% of portfolio›$327.1K
Nisa Investment Advisors, LLC2,006
0.0% of portfolio›$269.7K
Daymark Wealth Partners, LLC2,000
0.0% of portfolio›$268.9K
Gruss & Co., LLC2,000
0.2% of portfolio›$268.9K
Whalen Wealth Management Inc.1,974
0.1% of portfolio›$265.4K
Abel Hall, LLC1,942
0.0% of portfolio›$261.1K
Kestra Advisory Services, LLC1,937
0.0% of portfolio›$260.4K
Welch Group, LLC1,933
0.0% of portfolio›$259.9K
Breakwater Capital Group1,526
0.0% of portfolio›$205.2K
Crossmark Global Holdings, Inc.1,496
0.0% of portfolio›$201.1K
Exchange Traded Concepts, LLC1,281
0.0% of portfolio›$172.2K
State of Wyoming1,236
0.0% of portfolio›$166.2K
Wilmington Savings Fund Society, FSB1,225
0.0% of portfolio›$164.7K
Versant Capital Management, Inc1,208
0.0% of portfolio›$162.4K
Gamma Investing LLC1,138
0.0% of portfolio›$153.0K
New York State Teachers Retirement System800
0.0% of portfolio›$108
Ascentis Independent Advisors694
0.0% of portfolio›$93.3K
DekaBank Deutsche Girozentrale655
0.0% of portfolio›$90
Sterling Capital Management LLC543
0.0% of portfolio›$73.0K
Bank Julius Baer & Co. Ltd, Zurich517
0.0% of portfolio›$69.5K
Bayforest Capital Ltd496
0.1% of portfolio›$66.7K
Parallel Advisors, LLC461
0.0% of portfolio›$62.0K
Pinnacle Wealth Planning Services, Inc.360
0.0% of portfolio›$48.4K
Polaris Financial Partners318
0.0% of portfolio›$43
EverSource Wealth Advisors, LLC286
0.0% of portfolio›$38.4K
Bokf, NA258
0.0% of portfolio›$34.7K
Salomon & Ludwin, LLC231
0.0% of portfolio›$31.1K
Spire Wealth Management222
0.0% of portfolio›$29.8K
SBI Securities Co., Ltd.211
0.0% of portfolio›$28.4K
Signaturefd, LLC186
0.0% of portfolio›$25.0K
Brown, Lisle Ings, Inc.125
0.0% of portfolio›$16.8K
Rakuten Securities, Inc.121
0.0% of portfolio›$16.3K
American Capital Advisory, LLC102
0.0% of portfolio›$13.7K
MassMutual Private Wealth & Trust, FSB100
0.0% of portfolio›$13.4K
Eastern Bank100
0.0% of portfolio›$13.4K
Cherry Tree Wealth Management, LLC100
0.0% of portfolio›$13.4K
Triumph Capital Management100
0.0% of portfolio›$13.4K
Foresight Capital Management Advisors, Inc.96
0.0% of portfolio›$12.9K
Root Financial Partners, LLC92
0.0% of portfolio›$12.4K
Lodestone Wealth Management LLC70
0.0% of portfolio›$9.4K
GoalVest Advisory LLC67
0.0% of portfolio›$9.0K
WPG Advisers, LLC63
0.0% of portfolio›$8.5K
Bare Financial Services, Inc62
0.0% of portfolio›$8.3K
Fortitude Family Office, LLC47
0.0% of portfolio›$6.3K
SJS Investment Consulting Inc.40
0.0% of portfolio›$5.4K
True Wealth Design, LLC33
0.0% of portfolio›$4.4K
JFS Wealth Advisors, LLC32
0.0% of portfolio›$4.3K
Hughes Financial Services, LLC28
0.0% of portfolio›$3.2K
Torren Management, LLC25
0.0% of portfolio›$3.4K
Creative Capital Management Investments LLC25
0.0% of portfolio›$3.4K
Mcdonald Partners LLC25
0.0% of portfolio›$3.4K
UMB Private Wealth Management, LLC24
0.0% of portfolio›$3.2K
Essential Partners LLC23
0.0% of portfolio›$3.1K
Assetmark, Inc22
0.0% of portfolio›$3.0K
Farmers & Merchants Investments Inc21
0.0% of portfolio›$2.8K
CX Institutional20
0.0% of portfolio›$3
Private Wealth Management Group, LLC16
0.0% of portfolio›$2.2K
Princeton Global Asset Management LLC16
0.0% of portfolio›$2.2K
Parkside Financial Bank & Trust12
0.0% of portfolio›$1.6K
Bell Investment Advisors, Inc11
0.0% of portfolio›$1.5K
Gleason Group, Inc.10
0.0% of portfolio›$1.3K
Blue Trust, Inc.9
0.0% of portfolio›$1.2K
IFP Advisors, Inc7
0.0% of portfolio›$941
DiNuzzo Private Wealth, Inc.7
0.0% of portfolio›$779
Valley National Advisers Inc6
0.0% of portfolio›$807
Bradley & Co. Private Wealth Management, LLC6
0.0% of portfolio›$806
Noble Wealth Management PBC5
0.0% of portfolio›$672
Physician Wealth Advisors, Inc.4
0.0% of portfolio›$538
First Horizon Corp3
0.0% of portfolio›$403
Bay Harbor Wealth Management, LLC2
0.0% of portfolio›$269
Gilpin Wealth Management, LLC2
0.0% of portfolio›$269
Abound Wealth Management1
0.0% of portfolio›$135
Davis Capital Management1
0.0% of portfolio›$134
DecisionPoint Financial, LLC1
0.0% of portfolio›$129
Financial Consulate, Inc1
0.0% of portfolio›$135
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
885,776$119.1M0.0%IndexLowAustin, TX2026-11-04
Assenagon Asset Management S.A.
871,484$117.2M0.1%GrowthHighSenningerberg, Netherlands2026-10-15
Artemis Investment Management LLP
447,982$60.2M0.5%GARPHighEdinburgh, United Kingdom2026-10-08
Principal Financial Group Inc
208,029$28.0M0.0%CoreLowDes Moines, IA2026-11-02
O'Keefe Stevens Advisory, Inc.
168,299$22.6M4.6%ValueLowRochester, NY2026-10-09
Pinnacle Associates LTD
113,528$15.3M0.2%CoreLowNew York, NY2026-10-20
Allspring Global Investments Holdings, LLC
108,097$13.9M0.0%CoreMediumCharlotte, NC2026-11-04
Citigroup Inc
91,059$12.2M0.0%CoreMediumNew York, NY2026-11-04
Washington Trust Advisors, Inc.
75,840$10.2M0.7%GrowthLowWellesley, MA2026-10-22
North Star Investment Management Corp.
71,847$9.7M0.5%CoreLowChicago, IL2026-10-27
AGF Management LTD
65,704$8.8M0.0%GrowthHighToronto, Australia2026-11-03
KBC Group NV
40,088$5.4K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Cookson Peirce & Co Inc
27,834$3.7M0.1%GrowthHighPittsburgh, PA2026-10-30
Creative Planning
21,138$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Radnor Capital Management, LLC
19,676$2.6M0.4%CoreLowWayne, PA2026-10-23
TD Waterhouse Canada Inc.
18,642$2.4M0.0%CoreLowToronto, Australia2026-10-16
Poehling Capital Management, Inc.
17,386$2.3M0.5%ValueLowMadison, WI2026-10-20
Perigon Wealth Management, LLC
16,142$2.2M0.0%GrowthLowSan Francisco, CA2026-10-22
Virginia Retirement Systems ET Al
12,300$1.7M0.0%CoreMediumRichmond, VA2026-10-28
Louisiana State Employees Retirement System
11,500$1.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Fulcrum Asset Management LLP
11,480$1.5M0.1%CoreMediumLondon, United Kingdom2026-11-04
Pacific Capital Partners Ltd
11,083$1.5M1.1%GARPVery HighLondon, United Kingdom2026-10-28
OP Asset Management Ltd
9,943$1.3M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Central Pacific Bank - Trust Division
8,871$1.2M0.1%CoreMediumHonolulu, HI2026-10-06
State of New Jersey Common Pension Fund D
8,580$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Globalt Investments LLC / GA
7,913$1.1M0.0%ETFLowAtlanta, GA2026-10-27
Y-Intercept (Hong Kong) Ltd
7,381$992.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Arizona State Retirement System
7,331$985.6K0.0%IndexVery LowPhoenix, AZ2026-11-03
MacKenzie Financial Corp
7,310$982.8K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Yousif Capital Management, LLC
7,065$949.8K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
7,023$9440.0%CoreVery LowNew York, NY2026-10-23
Triasima Portfolio Management inc.
6,776$911.0K0.1%MomentumHighMontreal, Austria2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
6,365$855.7K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
6,041$812.2K0.0%IndexVery LowTigard, OR2026-10-30
Oppenheimer & Co Inc
5,402$726.2K0.0%CoreLowNew York, NY2026-10-26
Philip James Wealth Mangement, LLC
4,792$644.2K0.1%YieldMediumMilton, GA2026-10-27
Wealth Enhancement Advisory Services, LLC
4,737$517.5K0.0%CoreLowPlymouth, MN2026-10-13
Quantum Private Wealth, LLC
4,600$618.4K0.2%GrowthLowTampa, FL2026-10-20
State of Alaska, Department of Revenue
4,539$6100.0%CoreVery LowJuneau, AK2026-10-15
Csenge Advisory Group
4,291$576.9K0.0%ETFMediumClearwater, FL2026-11-04
Highland Capital Management, LLC
4,284$575.9K0.0%GrowthMediumMemphis, TN2026-10-26
Penn Capital Management Company, LLC
4,210$566.0K0.0%ValueHighPhiladelphia, PA2026-11-04
Fractal Investments LLC
4,200$564.6K0.1%YieldLowGlastonbury, CT2026-10-28
Putney Financial Group LLC
4,192$563.6K0.4%GrowthLowSan Rafael, CA2026-10-30
Pictet Asset Management Holding SA
4,054$545.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
LJI Wealth Management, LLC
3,900$524.3K0.1%ETFLowIndianapolis, IN2026-10-28
ProShare Advisors LLC
3,794$510.1K0.0%GrowthLowBethesda, MD2026-10-29
Robeco Institutional Asset Management B.V.
3,788$509.3K0.0%CoreMediumRotterdam, Philippines2026-10-20
Robertson Stephens Wealth Management, LLC
3,772$507.1K0.0%ETFMediumSan Francisco, CA2026-10-16
Keybank National Association
3,620$486.7K0.0%CoreLowBrooklyn, OH2026-11-04
Garner Asset Management Corp
3,574$394.7K0.1%CoreLowPlano, TX2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
3,540$475.9K0.0%GrowthLowRed Bank, NJ2026-10-23
ANB Bank
3,509$471.8K0.2%CoreLowDenver, CO2026-10-09
Strs Ohio
3,500$470.5K0.0%CoreMediumColumbus, OH2026-10-30
Commonwealth Equity Services, LLC
3,323$446.7K0.0%ETFLowWaltham, MA2026-11-02
Lanark Financial, Inc.
3,275$440.3K0.0%CoreMediumBirmingham, AL2026-10-26
Kelleher Financial Advisors
3,242$435.9K0.1%CoreMediumNew York, NY2026-10-30
Covestor Ltd
3,225$4330.0%ValueHighLondon, United Kingdom2026-10-30
Mutual of America Capital Management LLC
3,083$414.5K0.0%IndexLowNew York, NY2026-10-23
Swiss Life Asset Management Ltd
2,838$381.5K0.0%CoreLowZurich, Switzerland2026-11-03
Xponance LLC
2,743$368.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Bailard, Inc.
2,628$353.3K0.0%GrowthMediumFoster City, CA2026-10-13
Farther Finance Advisors, LLC
2,607$350.5K0.0%IndexLowSan Francisco, CA2026-10-08
Krilogy Financial LLC
2,578$268.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Kercheville Advisors, LLC
2,500$336.1K0.1%GrowthMediumSan Antonio, TX2026-10-19
SeaBridge Investment Advisors LLC
2,433$327.1K0.0%GrowthMediumSummit, NJ2026-11-02
Nisa Investment Advisors, LLC
2,006$269.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Daymark Wealth Partners, LLC
2,000$268.9K0.0%CoreLowCincinnati, OH2026-11-04
Gruss & Co., LLC
2,000$268.9K0.2%GrowthMediumWest Palm Beach, FL2026-11-02
Whalen Wealth Management Inc.
1,974$265.4K0.1%GrowthHighLas Vegas, NV2026-10-08
Abel Hall, LLC
1,942$261.1K0.0%CoreMediumBaton Rouge, LA2026-10-19
Kestra Advisory Services, LLC
1,937$260.4K0.0%CoreLowAustin, TX2026-11-02
Welch Group, LLC
1,933$259.9K0.0%CoreVery LowBirmingham, AL2026-10-29
Breakwater Capital Group
1,526$205.2K0.0%ETFLowParamus, NJ2026-10-09
Crossmark Global Holdings, Inc.
1,496$201.1K0.0%GARPMediumHouston, TX2026-10-21
Exchange Traded Concepts, LLC
1,281$172.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
State of Wyoming
1,236$166.2K0.0%ValueHighCheyenne, WY2026-10-28
Wilmington Savings Fund Society, FSB
1,225$164.7K0.0%CoreLowWilmington, DE2026-10-23
Versant Capital Management, Inc
1,208$162.4K0.0%GARPLowPhoenix, AZ2026-10-02
Gamma Investing LLC
1,138$153.0K0.0%IndexVery LowFoster City, CA2026-10-08
New York State Teachers Retirement System
800$1080.0%CoreVery LowAlbany, NY2026-10-22
Ascentis Independent Advisors
694$93.3K0.0%ETFLowDallas, TX2026-11-03
DekaBank Deutsche Girozentrale
655$900.0%CoreLowFrankfurt, Hong Kong2026-10-27
Sterling Capital Management LLC
543$73.0K0.0%GARPMediumCharlotte, NC2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
517$69.5K0.0%GrowthMediumZurich, Switzerland2026-10-29
Bayforest Capital Ltd
496$66.7K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Parallel Advisors, LLC
461$62.0K0.0%IndexLowSan Francisco, CA2026-11-03
Pinnacle Wealth Planning Services, Inc.
360$48.4K0.0%GARPLowMansfield, OH2026-10-27
Polaris Financial Partners
318$430.0%GrowthN/AWesterville, OH2026-10-02
EverSource Wealth Advisors, LLC
286$38.4K0.0%CoreMediumBirmingham, AL2026-11-04
Bokf, NA
258$34.7K0.0%CoreLowTulsa, OK2026-10-27
Salomon & Ludwin, LLC
231$31.1K0.0%ETFVery LowRichmond, VA2026-10-29
Spire Wealth Management
222$29.8K0.0%GrowthMediumMclean, VA2026-10-30
SBI Securities Co., Ltd.
211$28.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Signaturefd, LLC
186$25.0K0.0%IndexLowAtlanta, GA2026-10-23
Brown, Lisle Ings, Inc.
125$16.8K0.0%CoreVery LowProvidence, RI2026-10-16
Rakuten Securities, Inc.
121$16.3K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
American Capital Advisory, LLC
102$13.7K0.0%ETFLowKetchum, ID2026-10-28
MassMutual Private Wealth & Trust, FSB
100$13.4K0.0%CoreLowSpringfield, MA2026-10-05
Eastern Bank
100$13.4K0.0%GrowthMediumBoston, MA2026-10-05
Cherry Tree Wealth Management, LLC
100$13.4K0.0%ETFVery LowMinnetonka, MN2026-10-15
Triumph Capital Management
100$13.4K0.0%ETFMediumDenver, CO2026-10-14
Foresight Capital Management Advisors, Inc.
96$12.9K0.0%CoreMediumSaline, MI2026-10-27
Root Financial Partners, LLC
92$12.4K0.0%ETFMediumEncinitas, CA2026-10-21
Lodestone Wealth Management LLC
70$9.4K0.0%CoreLowSpokane, WA2026-10-14
GoalVest Advisory LLC
67$9.0K0.0%ETFMediumNew York, NY2026-10-02
WPG Advisers, LLC
63$8.5K0.0%CoreLowBaltimore, MD2026-10-27
Bare Financial Services, Inc
62$8.3K0.0%ETFVery LowGap, PA2026-11-04
Fortitude Family Office, LLC
47$6.3K0.0%ETFMediumScottsdale, AZ2026-10-14
SJS Investment Consulting Inc.
40$5.4K0.0%ETFVery LowSylvania, OH2026-10-26
True Wealth Design, LLC
33$4.4K0.0%ETFMediumAkron, OH2026-10-13
JFS Wealth Advisors, LLC
32$4.3K0.0%ETFVery LowHermitage, PA2026-11-03
Hughes Financial Services, LLC
28$3.2K0.0%ETFLowHerndon, VA2026-10-30
Torren Management, LLC
25$3.4K0.0%ETFMediumSan Diego, CA2026-10-29
Creative Capital Management Investments LLC
25$3.4K0.0%ETFLowSan Diego, CA2026-10-28
Mcdonald Partners LLC
25$3.4K0.0%CoreLowCleveland, OH2026-11-03
UMB Private Wealth Management, LLC
24$3.2K0.0%GrowthN/AKansas City, MO2026-10-19
Essential Partners LLC
23$3.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Assetmark, Inc
22$3.0K0.0%ETFLowConcord, CA2026-10-21
Farmers & Merchants Investments Inc
21$2.8K0.0%CoreVery LowLincoln, NE2026-10-22
CX Institutional
20$30.0%CoreMediumAuburn, IN2026-10-02
Private Wealth Management Group, LLC
16$2.2K0.0%ETFLowPrinceton, NJ2026-10-19
Princeton Global Asset Management LLC
16$2.2K0.0%GrowthLowPrinceton, NJ2026-10-21
Parkside Financial Bank & Trust
12$1.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Bell Investment Advisors, Inc
11$1.5K0.0%ETFVery LowOrinda, CA2026-10-29
Gleason Group, Inc.
10$1.3K0.0%ETFVery LowProspect, KY2026-10-15
Blue Trust, Inc.
9$1.2K0.0%ETFLowBrentwood, TN2026-10-15
IFP Advisors, Inc
7$9410.0%GrowthLowTampa, FL2026-10-16
DiNuzzo Private Wealth, Inc.
7$7790.0%ETFLowBeaver, PA2026-10-16
Valley National Advisers Inc
6$8070.0%ETFLowBethlehem, PA2026-10-23
Bradley & Co. Private Wealth Management, LLC
6$8060.0%CoreVery LowMiami, FL2026-10-23
Noble Wealth Management PBC
5$6720.0%YieldMediumGreenwood Village, CO2026-10-01
Physician Wealth Advisors, Inc.
4$5380.0%ETFMediumMidvale, UT2026-10-20
First Horizon Corp
3$4030.0%CoreLowMemphis, TN2026-10-26
Bay Harbor Wealth Management, LLC
2$2690.0%ETFMediumHunt Valley, MD2026-11-03
Gilpin Wealth Management, LLC
2$2690.0%GrowthLowDenver, CO2026-10-09
Abound Wealth Management
1$1350.0%ETFVery LowFranklin, TN2026-10-26
Davis Capital Management
1$1340.0%CoreLowJacksonville, FL2026-10-08
DecisionPoint Financial, LLC
1$1290.0%ETFVery LowMesa, AZ2026-10-27
Financial Consulate, Inc
1$1350.0%ETFLowHunt Valley, MD2026-10-23