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Magnolia Oil & Gas Corp (MGY)

CUSIP: 559663109 | NYSE | Energy · Oil & Gas E&P | Mid Cap | 965 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
13GHawkwood HoldCo, L.P.32,203,00012.0%New 5%+ stakeSep 10, 2026No 13F filer matched
13GHawkwood HoldCo, L.P.32,203,000
12.0% of class · Sep 10, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP7,517,704
0.0% of portfolio›$176.6M
Boston Trust Walden Corp2,866,273
0.5% of portfolio›$67.3M
Deprince Race & Zollo Inc2,115,127
0.9% of portfolio›$49.7M
Fort Washington Investment Advisors Inc1,711,173
0.2% of portfolio›$40.2M
Allspring Global Investments Holdings, LLC1,412,830
0.1% of portfolio›$34.0M
Principal Financial Group Inc1,149,696
0.0% of portfolio›$27.0M
Conestoga Capital Advisors, LLC978,785
0.7% of portfolio›$23.0M
Creative Planning551,730
0.0% of portfolio›$13.0M
Foster Victor Wealth Advisors, LLC271,631
0.3% of portfolio›$6.9M
OAK Family Advisors, LLC271,528
1.7% of portfolio›$6.4M
Moody Aldrich Partners LLC270,544
1.2% of portfolio›$6.4M
Harbor Capital Advisors, Inc.136,289
0.0% of portfolio›$3.2K
Campbell Newman Asset Management Inc104,446
0.2% of portfolio›$2.5M
Y-Intercept (Hong Kong) Ltd104,298
0.1% of portfolio›$2.4M
Louisiana State Employees Retirement System100,900
0.0% of portfolio›$2.4M
Exchange Traded Concepts, LLC99,359
0.0% of portfolio›$2.3M
Wedge Capital Management L L P81,911
0.0% of portfolio›$1.9M
State of New Jersey Common Pension Fund D78,728
0.0% of portfolio›$1.8M
State of Alaska, Department of Revenue73,432
0.0% of portfolio›$1.7K
Arizona State Retirement System64,771
0.0% of portfolio›$1.5M
Albert D Mason Inc62,806
0.9% of portfolio›$1.5M
Mitsubishi UFJ Asset Management (UK) Ltd.62,000
0.0% of portfolio›$1.5K
Oliver Luxxe Assets LLC61,002
0.2% of portfolio›$1.4M
Yousif Capital Management, LLC60,567
0.0% of portfolio›$1.4M
Truist Financial Corp60,291
0.0% of portfolio›$1.4M
Amalgamated Bank60,049
0.0% of portfolio›$1.4K
Wealth Enhancement Advisory Services, LLC57,167
0.0% of portfolio›$1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS55,833
0.0% of portfolio›$1.3M
Cambiar Investors LLC55,819
0.1% of portfolio›$1.3M
New York State Teachers Retirement System53,340
0.0% of portfolio›$1.3K
Oregon Public Employees Retirement Fund53,153
0.0% of portfolio›$1.2M
Oppenheimer Asset Management Inc.41,836
0.0% of portfolio›$982.7K
Citigroup Inc41,168
0.0% of portfolio›$967.0K
Strs Ohio40,200
0.0% of portfolio›$944.3K
Caitong International Asset Management Co., Ltd39,899
0.1% of portfolio›$937.2K
Argent Capital Management LLC39,861
0.0% of portfolio›$936.3K
GF Fund Management Co. Ltd.38,260
0.0% of portfolio›$898.7K
Bosman Wealth Management, LLC38,038
0.6% of portfolio›$893.5K
Vise Technologies, Inc.36,445
0.0% of portfolio›$856.1K
Pictet Asset Management Holding SA36,260
0.0% of portfolio›$851.7K
ProShare Advisors LLC32,561
0.0% of portfolio›$764.9K
Unison Advisors LLC31,590
0.1% of portfolio›$742.0K
Park Avenue Securities LLC27,428
0.0% of portfolio›$644
Mutual of America Capital Management LLC27,039
0.0% of portfolio›$635.1K
Choreo, LLC25,962
0.0% of portfolio›$609.8K
Atria Investments, Inc24,894
0.0% of portfolio›$584.8K
CenterBook Partners LP24,123
0.0% of portfolio›$566.6K
James Investment Research, Inc.23,687
0.1% of portfolio›$556.4K
Swiss Life Asset Management Ltd22,711
0.0% of portfolio›$533.5K
Xponance LLC22,287
0.0% of portfolio›$523.5K
Commonwealth Equity Services, LLC22,064
0.0% of portfolio›$518.3K
CIBC Asset Management Inc20,105
0.0% of portfolio›$472.3K
111 Capital19,575
0.1% of portfolio›$459.8K
Lido Advisors, LLC18,945
0.0% of portfolio›$445.0K
Virginia Retirement Systems ET Al17,400
0.0% of portfolio›$408.7K
Simplex Trading, LLC16,811
0.0% of portfolio›$394.9K
Bokf, NA16,040
0.0% of portfolio›$376.8K
Fulton Bank, N.A.14,322
0.0% of portfolio›$336.4K
Resonant Capital Advisors, LLC14,071
0.0% of portfolio›$330.5K
Brucke Financial, Inc.14,013
0.1% of portfolio›$329.2K
Nisa Investment Advisors, LLC12,724
0.0% of portfolio›$298.9K
Gallacher Capital Management LLC12,349
0.2% of portfolio›$290.1K
Keybank National Association11,791
0.0% of portfolio›$277.0K
Central Pacific Bank - Trust Division11,430
0.0% of portfolio›$268.5K
Profund Advisors LLC10,753
0.0% of portfolio›$252.6K
Isthmus Partners, LLC10,353
0.0% of portfolio›$243.2K
Kestra Advisory Services, LLC10,322
0.0% of portfolio›$242.4K
Provenance Wealth Advisors, LLC10,313
0.0% of portfolio›$242.3K
Marathon Capital Management10,000
0.0% of portfolio›$234.9K
Loring Wolcott & Coolidge Fiduciary Advisors LLP10,000
0.0% of portfolio›$234.9K
Retirement Guys Formula LLC9,914
0.1% of portfolio›$232.9K
Wedbush Securities Inc9,856
0.0% of portfolio›$232
ZWJ Investment Counsel Inc9,745
0.0% of portfolio›$228.9K
Greenleaf Trust9,696
0.0% of portfolio›$227.8K
Ethic Inc.9,672
0.0% of portfolio›$227.2K
Signaturefd, LLC8,548
0.0% of portfolio›$200.8K
KBC Group NV8,365
0.0% of portfolio›$196
IFP Advisors, Inc7,983
0.0% of portfolio›$187.5K
Sterling Capital Management LLC7,790
0.0% of portfolio›$183.0K
Gamma Investing LLC7,313
0.0% of portfolio›$171.8K
Fulcrum Asset Management LLP6,554
0.0% of portfolio›$154.7K
Pension & Wealth Management Advisors, Inc.6,189
0.0% of portfolio›$145.4K
State of Wyoming5,404
0.0% of portfolio›$126.9K
Private Wealth Management Group, LLC5,245
0.0% of portfolio›$123.2K
Pinnacle Wealth Planning Services, Inc.4,146
0.0% of portfolio›$97.4K
Assetmark, Inc3,039
0.0% of portfolio›$71.4K
Independence Bank of Kentucky2,900
0.0% of portfolio›$68.1K
Elyxium Wealth, LLC2,717
0.0% of portfolio›$63.8K
Covestor Ltd2,709
0.0% of portfolio›$64
Salomon & Ludwin, LLC2,444
0.0% of portfolio›$57.4K
Arlington Trust Co LLC2,288
0.0% of portfolio›$53.7K
Farther Finance Advisors, LLC2,095
0.0% of portfolio›$49.2K
Harbor Investment Advisory, LLC1,991
0.0% of portfolio›$46.8K
Parallel Advisors, LLC1,906
0.0% of portfolio›$44.8K
Ares Financial Consulting, LLC1,485
0.0% of portfolio›$34.9K
Summit Securities Group LLC1,409
0.0% of portfolio›$33.1K
Richardson Financial Services Inc.1,374
0.0% of portfolio›$32.3K
Versant Capital Management, Inc1,356
0.0% of portfolio›$31.9K
Mather Group, Llc.1,250
0.0% of portfolio›$29.4K
Financial Management Professionals, Inc.972
0.0% of portfolio›$22.8K
EverSource Wealth Advisors, LLC938
0.0% of portfolio›$22.0K
Y.D. More Investments Ltd750
0.0% of portfolio›$17.6K
Root Financial Partners, LLC689
0.0% of portfolio›$16.2K
SJS Investment Consulting Inc.585
0.0% of portfolio›$13.7K
Center for Financial Planning, Inc.566
0.0% of portfolio›$13.3K
Key FInancial Inc560
0.0% of portfolio›$13.2K
Kelleher Financial Advisors546
0.0% of portfolio›$12.8K
TD Private Client Wealth LLC522
0.0% of portfolio›$12.3K
Bare Financial Services, Inc459
0.0% of portfolio›$10.8K
Trust Co of Vermont382
0.0% of portfolio›$9.0K
MassMutual Private Wealth & Trust, FSB362
0.0% of portfolio›$8.5K
Mitsubishi UFJ Asset Management Co., Ltd.354
0.0% of portfolio›$8.3K
Wilmington Savings Fund Society, FSB350
0.0% of portfolio›$8.2K
Essential Partners LLC291
0.0% of portfolio›$6.8K
Birch Financial Group, LLC264
0.0% of portfolio›$6.2K
Ascentis Independent Advisors246
0.0% of portfolio›$5.8K
Farmers & Merchants Investments Inc226
0.0% of portfolio›$5.3K
Fortitude Family Office, LLC158
0.0% of portfolio›$3.7K
Ascentis Wealth Management, LLC122
0.0% of portfolio›$2.9K
Meriwether Wealth & Planning, LLC122
0.0% of portfolio›$2.9K
JFS Wealth Advisors, LLC117
0.0% of portfolio›$2.7K
Blue Trust, Inc.110
0.0% of portfolio›$2.6K
Parkside Financial Bank & Trust104
0.0% of portfolio›$2.4K
Sunrise Financial Services, LLC100
0.0% of portfolio›$2.3K
UMB Private Wealth Management, LLC97
0.0% of portfolio›$2.3K
Torren Management, LLC95
0.0% of portfolio›$2.2K
SBI Securities Co., Ltd.80
0.0% of portfolio›$1.9K
Creative Capital Management Investments LLC78
0.0% of portfolio›$1.8K
Montag A & Associates Inc68
0.0% of portfolio›$1.6K
Physician Wealth Advisors, Inc.55
0.0% of portfolio›$1.3K
Signature Equity Partners, LLC48
0.0% of portfolio›$1.1K
Bay Harbor Wealth Management, LLC38
0.0% of portfolio›$893
Cedar Mountain Advisors, LLC37
0.0% of portfolio›$869
Valley National Advisers Inc36
0.0% of portfolio›$846
Gilpin Wealth Management, LLC35
0.0% of portfolio›$823
WPG Advisers, LLC31
0.0% of portfolio›$728
DiNuzzo Private Wealth, Inc.24
0.0% of portfolio›$564
Proathlete Wealth Management LLC23
0.0% of portfolio›$540
Financial Consulate, Inc15
0.0% of portfolio›$353
Strengthening Families & Communities, LLC10
0.0% of portfolio›$236
DecisionPoint Financial, LLC8
0.0% of portfolio›$193
Manchester Capital Management LLC6
0.0% of portfolio›$141
Hughes Financial Services, LLC3
0.0% of portfolio›$79
Maryland Capital Advisors Inc.2
0.0% of portfolio›$47
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
7,517,704$176.6M0.0%IndexLowAustin, TX2026-11-04
Boston Trust Walden Corp
2,866,273$67.3M0.5%CoreLowBoston, MA2026-10-30
Deprince Race & Zollo Inc
2,115,127$49.7M0.9%Deep ValueHighWinter Park, FL2026-10-13
Fort Washington Investment Advisors Inc
1,711,173$40.2M0.2%CoreLowCincinnati, OH2026-10-15
Allspring Global Investments Holdings, LLC
1,412,830$34.0M0.1%CoreMediumCharlotte, NC2026-11-04
Principal Financial Group Inc
1,149,696$27.0M0.0%CoreLowDes Moines, IA2026-11-02
Conestoga Capital Advisors, LLC
978,785$23.0M0.7%CoreLowWayne, PA2026-11-02
Creative Planning
551,730$13.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Foster Victor Wealth Advisors, LLC
271,631$6.9M0.3%CoreMediumGreenville, SC2026-10-21
OAK Family Advisors, LLC
271,528$6.4M1.7%CoreMediumChicago, IL2026-10-19
Moody Aldrich Partners LLC
270,544$6.4M1.2%ValueHighMarblehead, MA2026-10-27
Harbor Capital Advisors, Inc.
136,289$3.2K0.0%ValueHighChicago, IL2026-10-22
Campbell Newman Asset Management Inc
104,446$2.5M0.2%GrowthMediumMilwaukee, WI2026-10-22
Y-Intercept (Hong Kong) Ltd
104,298$2.4M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Louisiana State Employees Retirement System
100,900$2.4M0.0%IndexLowBaton Rouge, LA2026-10-20
Exchange Traded Concepts, LLC
99,359$2.3M0.0%GrowthMediumOklahoma City, OK2026-10-28
Wedge Capital Management L L P
81,911$1.9M0.0%ValueMediumCharlotte, NC2026-10-13
State of New Jersey Common Pension Fund D
78,728$1.8M0.0%CoreLowTrenton, NJ2026-11-05
State of Alaska, Department of Revenue
73,432$1.7K0.0%CoreVery LowJuneau, AK2026-10-15
Arizona State Retirement System
64,771$1.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Albert D Mason Inc
62,806$1.5M0.9%CoreLowBoston, MA2026-10-27
Mitsubishi UFJ Asset Management (UK) Ltd.
62,000$1.5K0.0%CoreHighLondon, United Kingdom2026-10-22
Oliver Luxxe Assets LLC
61,002$1.4M0.2%ValueMediumGladstone, NJ2026-10-14
Yousif Capital Management, LLC
60,567$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Truist Financial Corp
60,291$1.4M0.0%CoreLowCharlotte, NC2026-10-30
Amalgamated Bank
60,049$1.4K0.0%CoreVery LowNew York, NY2026-10-23
Wealth Enhancement Advisory Services, LLC
57,167$1.4M0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
55,833$1.3M0.0%CoreLowHarrisburg, PA2026-11-03
Cambiar Investors LLC
55,819$1.3M0.1%ValueMediumDenver, CO2026-11-04
New York State Teachers Retirement System
53,340$1.3K0.0%CoreVery LowAlbany, NY2026-10-22
Oregon Public Employees Retirement Fund
53,153$1.2M0.0%IndexVery LowTigard, OR2026-10-30
Oppenheimer Asset Management Inc.
41,836$982.7K0.0%CoreMediumNew York, NY2026-10-27
Citigroup Inc
41,168$967.0K0.0%CoreMediumNew York, NY2026-11-04
Strs Ohio
40,200$944.3K0.0%CoreMediumColumbus, OH2026-10-30
Caitong International Asset Management Co., Ltd
39,899$937.2K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
Argent Capital Management LLC
39,861$936.3K0.0%CoreMediumSt Louis, MO2026-10-05
GF Fund Management Co. Ltd.
38,260$898.7K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Bosman Wealth Management, LLC
38,038$893.5K0.6%MomentumHighRedlands, CA2026-10-28
Vise Technologies, Inc.
36,445$856.1K0.0%IndexLowNew York, NY2026-10-29
Pictet Asset Management Holding SA
36,260$851.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
32,561$764.9K0.0%GrowthLowBethesda, MD2026-10-29
Unison Advisors LLC
31,590$742.0K0.1%ETFVery LowProvidence, RI2026-10-29
Park Avenue Securities LLC
27,428$6440.0%ETFMediumNew York, NY2026-10-26
Mutual of America Capital Management LLC
27,039$635.1K0.0%IndexLowNew York, NY2026-10-23
Choreo, LLC
25,962$609.8K0.0%IndexLowRockford, IL2026-10-28
Atria Investments, Inc
24,894$584.8K0.0%CoreMediumCharlotte, NC2026-10-15
CenterBook Partners LP
24,123$566.6K0.0%ValueVery HighGreenwich, CT2026-11-02
James Investment Research, Inc.
23,687$556.4K0.1%CoreLowAlpha, OH2026-10-22
Swiss Life Asset Management Ltd
22,711$533.5K0.0%CoreLowZurich, Switzerland2026-11-03
Xponance LLC
22,287$523.5K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Commonwealth Equity Services, LLC
22,064$518.3K0.0%ETFLowWaltham, MA2026-11-02
CIBC Asset Management Inc
20,105$472.3K0.0%GARPLowToronto, South Africa2026-11-05
111 Capital
19,575$459.8K0.1%CoreVery HighParis, India2026-11-03
Lido Advisors, LLC
18,945$445.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Virginia Retirement Systems ET Al
17,400$408.7K0.0%CoreMediumRichmond, VA2026-10-28
Simplex Trading, LLC
16,811$394.9K0.0%CoreVery HighChicago, IL2026-11-04
Bokf, NA
16,040$376.8K0.0%CoreLowTulsa, OK2026-10-27
Fulton Bank, N.A.
14,322$336.4K0.0%CoreLowLancaster, PA2026-10-14
Resonant Capital Advisors, LLC
14,071$330.5K0.0%ETFLowMadison, WI2026-10-15
Brucke Financial, Inc.
14,013$329.2K0.1%GrowthMediumIndianapolis, IN2026-10-23
Nisa Investment Advisors, LLC
12,724$298.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gallacher Capital Management LLC
12,349$290.1K0.2%ValueMediumLone Tree, CO2026-10-30
Keybank National Association
11,791$277.0K0.0%CoreLowBrooklyn, OH2026-11-04
Central Pacific Bank - Trust Division
11,430$268.5K0.0%CoreMediumHonolulu, HI2026-10-06
Profund Advisors LLC
10,753$252.6K0.0%GrowthLowBethesda, MD2026-10-29
Isthmus Partners, LLC
10,353$243.2K0.0%ValueMediumMadison, WI2026-10-21
Kestra Advisory Services, LLC
10,322$242.4K0.0%CoreLowAustin, TX2026-11-02
Provenance Wealth Advisors, LLC
10,313$242.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Marathon Capital Management
10,000$234.9K0.0%CoreLowHunt Valley, MD2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
10,000$234.9K0.0%GrowthVery LowBoston, MA2026-10-23
Retirement Guys Formula LLC
9,914$232.9K0.1%CoreMediumMaumee, OH2026-10-26
Wedbush Securities Inc
9,856$2320.0%CoreLowPasadena, CA2026-10-22
ZWJ Investment Counsel Inc
9,745$228.9K0.0%CoreLowAtlanta, GA2026-10-15
Greenleaf Trust
9,696$227.8K0.0%CoreLowKalamazoo, MI2026-10-29
Ethic Inc.
9,672$227.2K0.0%CoreLowNew York, NY2026-11-03
Signaturefd, LLC
8,548$200.8K0.0%IndexLowAtlanta, GA2026-10-23
KBC Group NV
8,365$1960.0%CoreMediumBrussels, Czech Republic2026-10-22
IFP Advisors, Inc
7,983$187.5K0.0%GrowthLowTampa, FL2026-10-16
Sterling Capital Management LLC
7,790$183.0K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
7,313$171.8K0.0%IndexVery LowFoster City, CA2026-10-08
Fulcrum Asset Management LLP
6,554$154.7K0.0%CoreMediumLondon, United Kingdom2026-11-04
Pension & Wealth Management Advisors, Inc.
6,189$145.4K0.0%ETFLowWaltham, MA2026-10-16
State of Wyoming
5,404$126.9K0.0%ValueHighCheyenne, WY2026-10-28
Private Wealth Management Group, LLC
5,245$123.2K0.0%ETFLowPrinceton, NJ2026-10-19
Pinnacle Wealth Planning Services, Inc.
4,146$97.4K0.0%GARPLowMansfield, OH2026-10-27
Assetmark, Inc
3,039$71.4K0.0%ETFLowConcord, CA2026-10-21
Independence Bank of Kentucky
2,900$68.1K0.0%GrowthLowOwensboro, KY2026-10-26
Elyxium Wealth, LLC
2,717$63.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Covestor Ltd
2,709$640.0%ValueHighLondon, United Kingdom2026-10-30
Salomon & Ludwin, LLC
2,444$57.4K0.0%ETFVery LowRichmond, VA2026-10-29
Arlington Trust Co LLC
2,288$53.7K0.0%ETFMediumBirmingham, AL2026-10-20
Farther Finance Advisors, LLC
2,095$49.2K0.0%IndexLowSan Francisco, CA2026-10-08
Harbor Investment Advisory, LLC
1,991$46.8K0.0%GrowthLowLutherville, MD2026-10-13
Parallel Advisors, LLC
1,906$44.8K0.0%IndexLowSan Francisco, CA2026-11-03
Ares Financial Consulting, LLC
1,485$34.9K0.0%CoreLowCalabasas, CA2026-10-19
Summit Securities Group LLC
1,409$33.1K0.0%CoreVery HighNew York, NY2026-11-05
Richardson Financial Services Inc.
1,374$32.3K0.0%GrowthMediumMedway, MA2026-10-30
Versant Capital Management, Inc
1,356$31.9K0.0%GARPLowPhoenix, AZ2026-10-02
Mather Group, Llc.
1,250$29.4K0.0%ETFMediumChicago, IL2026-10-14
Financial Management Professionals, Inc.
972$22.8K0.0%ETFMediumAustin, TX2026-10-23
EverSource Wealth Advisors, LLC
938$22.0K0.0%CoreMediumBirmingham, AL2026-11-04
Y.D. More Investments Ltd
750$17.6K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Root Financial Partners, LLC
689$16.2K0.0%ETFMediumEncinitas, CA2026-10-21
SJS Investment Consulting Inc.
585$13.7K0.0%ETFVery LowSylvania, OH2026-10-26
Center for Financial Planning, Inc.
566$13.3K0.0%ETFLowSouthfied, MI2026-10-26
Key FInancial Inc
560$13.2K0.0%ETFLowWest Chester, PA2026-11-02
Kelleher Financial Advisors
546$12.8K0.0%CoreMediumNew York, NY2026-10-30
TD Private Client Wealth LLC
522$12.3K0.0%ETFLowNew York, NY2026-10-28
Bare Financial Services, Inc
459$10.8K0.0%ETFVery LowGap, PA2026-11-04
Trust Co of Vermont
382$9.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
MassMutual Private Wealth & Trust, FSB
362$8.5K0.0%CoreLowSpringfield, MA2026-10-05
Mitsubishi UFJ Asset Management Co., Ltd.
354$8.3K0.0%IndexVery LowTokyo, Mexico2026-11-05
Wilmington Savings Fund Society, FSB
350$8.2K0.0%CoreLowWilmington, DE2026-10-23
Essential Partners LLC
291$6.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Birch Financial Group, LLC
264$6.2K0.0%CoreLowKeene, NH2026-10-27
Ascentis Independent Advisors
246$5.8K0.0%ETFLowDallas, TX2026-11-03
Farmers & Merchants Investments Inc
226$5.3K0.0%CoreVery LowLincoln, NE2026-10-22
Fortitude Family Office, LLC
158$3.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Ascentis Wealth Management, LLC
122$2.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Meriwether Wealth & Planning, LLC
122$2.9K0.0%ETFMediumMinden, LA2026-10-13
JFS Wealth Advisors, LLC
117$2.7K0.0%ETFVery LowHermitage, PA2026-11-03
Blue Trust, Inc.
110$2.6K0.0%ETFLowBrentwood, TN2026-10-15
Parkside Financial Bank & Trust
104$2.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Sunrise Financial Services, LLC
100$2.3K0.0%ETFMediumBurien, WA2026-10-21
UMB Private Wealth Management, LLC
97$2.3K0.0%GrowthN/AKansas City, MO2026-10-19
Torren Management, LLC
95$2.2K0.0%ETFMediumSan Diego, CA2026-10-29
SBI Securities Co., Ltd.
80$1.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Creative Capital Management Investments LLC
78$1.8K0.0%ETFLowSan Diego, CA2026-10-28
Montag A & Associates Inc
68$1.6K0.0%CoreLowAtlanta, GA2026-10-29
Physician Wealth Advisors, Inc.
55$1.3K0.0%ETFMediumMidvale, UT2026-10-20
Signature Equity Partners, LLC
48$1.1K0.0%GrowthMediumColumbus, OH2026-10-29
Bay Harbor Wealth Management, LLC
38$8930.0%ETFMediumHunt Valley, MD2026-11-03
Cedar Mountain Advisors, LLC
37$8690.0%ETFVery LowLake Oswego, OR2026-10-15
Valley National Advisers Inc
36$8460.0%ETFLowBethlehem, PA2026-10-23
Gilpin Wealth Management, LLC
35$8230.0%GrowthLowDenver, CO2026-10-09
WPG Advisers, LLC
31$7280.0%CoreLowBaltimore, MD2026-10-27
DiNuzzo Private Wealth, Inc.
24$5640.0%ETFLowBeaver, PA2026-10-16
Proathlete Wealth Management LLC
23$5400.0%ETFVery LowBoca Raton, FL2026-10-15
Financial Consulate, Inc
15$3530.0%ETFLowHunt Valley, MD2026-10-23
Strengthening Families & Communities, LLC
10$2360.0%CoreMediumBoston, MA2026-10-21
DecisionPoint Financial, LLC
8$1930.0%ETFVery LowMesa, AZ2026-10-27
Manchester Capital Management LLC
6$1410.0%CoreLowManchester, VT2026-10-22
Hughes Financial Services, LLC
3$790.0%ETFLowHerndon, VA2026-10-30
Maryland Capital Advisors Inc.
2$470.0%ETFVery LowChester, MD2026-10-15